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Latest Forum Topics / Mapletree Ind Tr    Last:1.94    +0.01  Post Reply
MAPLETREE Industrial Trust (MIT)
pasttime
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14-Feb-2025 23:37     
 
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Yells: "gold silver are real money. not others iou."
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 Alert Admin 		data center besides the basic of protection from fire, flood and power outages. think power is a main concerned. like singapore not able to have more data centers as no enough electicity. not to forget that datacenter being hot business others are also building new ones with better things. so not wrong for the report to say older one has some limitation to competitions.

however the reported price of 190 is over pessimistic as the current rent are low. no do datacenter can convert to others. and they already have success in one.
one report that projected the most pessimistic case of the 3 data centers not likely renewed and cannot find replacement tenants also have 13.2 centes dividend. at reinvest dividend price of 210 cents that will give 13.2/210 = 6.28% . if price really drop to 190 will give yield of 13.2/190 = 6.9%. 
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beng1102
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14-Feb-2025 20:17     
 
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 Alert Admin 		How China&rsquo s DeepSeek could boost the already booming data center market
https://www.cnbc.com/2025/02/14/how-chinas-deepseek-could-boost-the-already-booming-data-center-market.html

beng1102      ( Date: 08-Feb-2025 10:55) Posted:

More player means need more data centre.  " A " data centre hosting service" refers to a service where a company provides physical space within their data centre to store and manage a client' s servers and IT equipment, allowing them to access their data and applications through a secure network connection, essentially " hosting" their data in a highly reliable and controlled environment with features like power redundancy, cooling systems, and security measures often used by businesses requiring high availability and scalability for their critical data and applications. "

petson      ( Date: 28-Jan-2025 08:34) Posted:

can deepseek disrupt data centre?
dydd
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beng1102
Elite
12-Feb-2025 23:23     
 
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 Alert Admin 		That simply mean strong on the U Turn.

seanpent      ( Date: 12-Feb-2025 15:51) Posted:

Just a recap, Keppel DC Reit previous downgrades:

- Jan 24      https://www.theedgesingapore.com/capital/brokers-calls/analysts-lower-tps-keppel-dc-reit-cgs-cimb-downgrades-hold
- Feb 24      https://www.theedgesingapore.com/capital/brokers-calls/phillipcapital-downgrades-keppel-dc-reit-accumulate-lowers-tp-186

Keppel DC Reit' s Feb 2024 low - $1.58 ?

Today $2.18 ?
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seanpent
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12-Feb-2025 15:51     
 
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 Alert Admin 		Just a recap, Keppel DC Reit previous downgrades:

- Jan 24      https://www.theedgesingapore.com/capital/brokers-calls/analysts-lower-tps-keppel-dc-reit-cgs-cimb-downgrades-hold
- Feb 24      https://www.theedgesingapore.com/capital/brokers-calls/phillipcapital-downgrades-keppel-dc-reit-accumulate-lowers-tp-186

Keppel DC Reit' s Feb 2024 low - $1.58 ?

Today $2.18 ?
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seanpent
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12-Feb-2025 15:07     
 
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 Alert Admin 		Nvidia' s recent 1 week:

3 Feb 25 low - $113 
11 Feb 25 close - $133 (10 Feb hit 135)

seanpent      ( Date: 12-Feb-2025 15:01) Posted:

After several days from the Deepseek selling incident, Nvidia and other AI stocks already climbing back nicely, and likely will continue to climb, probably even hiigher than before later on.

How else can they collect when everyone is holding on to it tightly.  Downgrade isn' t it ?  Lol.

MIT asset portfolio is getting more interesting with further expansion into data centres, and its hard not to receive attention.

beng1102      ( Date: 12-Feb-2025 14:42) Posted:

First it was the DeepSeek then u need to talk down to push down further for short selling.  Later bottome fishing and talk up the share price again.  Left right and center they make
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seanpent
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12-Feb-2025 15:01     
 
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 Alert Admin 		After several days from the Deepseek selling incident, Nvidia and other AI stocks already climbing back nicely, and likely will continue to climb, probably even hiigher than before later on.

How else can they collect when everyone is holding on to it tightly.  Downgrade isn' t it ?  Lol.

MIT asset portfolio is getting more interesting with further expansion into data centres, and its hard not to receive attention.

beng1102      ( Date: 12-Feb-2025 14:42) Posted:

First it was the DeepSeek then u need to talk down to push down further for short selling.  Later bottome fishing and talk up the share price again.  Left right and center they make.

MrBear12      ( Date: 12-Feb-2025 13:50) Posted:

Fair article. What many of us here have warned. If you invest in this you have to be comfortable with longer than expected poor performance. I suggest we wait and see lah
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MrBear12
Supreme
12-Feb-2025 14:49     
 
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 Alert Admin 		Exactly, this is the game plan.

But to talk up this share, we need some ammo. Like interest rate cut imminent! Like interested party want to do a take over etc ...

But for now, it is going towards 1.95

beng1102      ( Date: 12-Feb-2025 14:42) Posted:

First it was the DeepSeek then u need to talk down to push down further for short selling.  Later bottome fishing and talk up the share price again.  Left right and center they make.

MrBear12      ( Date: 12-Feb-2025 13:50) Posted:

Fair article. What many of us here have warned. If you invest in this you have to be comfortable with longer than expected poor performance. I suggest we wait and see lah
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beng1102
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12-Feb-2025 14:42     
 
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 Alert Admin 		First it was the DeepSeek then u need to talk down to push down further for short selling.  Later bottome fishing and talk up the share price again.  Left right and center they make.

MrBear12      ( Date: 12-Feb-2025 13:50) Posted:

Fair article. What many of us here have warned. If you invest in this you have to be comfortable with longer than expected poor performance. I suggest we wait and see lah.

BinderyT      ( Date: 12-Feb-2025 13:42) Posted:



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MrBear12
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12-Feb-2025 13:50     
 
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 Alert Admin 		Fair article. What many of us here have warned. If you invest in this you have to be comfortable with longer than expected poor performance. I suggest we wait and see lah.

BinderyT      ( Date: 12-Feb-2025 13:42) Posted:


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BinderyT
Elite
12-Feb-2025 13:42     
 
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 Alert Admin 		https://drwealth.com/mapletree-industrial-drops-3-after-jpmorgan-downgrade-time-to-worry/
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MrBear12
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12-Feb-2025 13:31     
 
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 Alert Admin 		Fed no hurry to cut rates.

https://www.bloomberg.com/news/newsletters/2025-02-11/fed-chair-jerome-powell-says-fed-isn-t-rushing-to-change-interest-rates

MrBear12      ( Date: 11-Feb-2025 21:45) Posted:

change to downgrade due to poor results and slower interest rate cuts expected.

Like many reits, this one is taking longer than expected to recover.
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beng1102
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12-Feb-2025 10:46     
 
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 Alert Admin 		Same dirty  tactic to talk down the share price to bottom fishing a massive numbers of shares then talk up the share price again.

luckyguy3      ( Date: 11-Feb-2025 15:53) Posted:

BUT would u want to go against JP Morgan? It has a good track record..

I talking about FLCT.. very accurate.. they say FLCT TP is 85 cents, the share price
of FLCT dropped from $1.x after their report and now around 86 cents

Goldfinger      ( Date: 11-Feb-2025 15:46) Posted:

I would prefer if they gave tangible names and locations of sectors, buildings facing obsolete, tenants indicating they wish to vacate, data of falling US Data Centre demand and usage etc. Else, it is purely conjecture without any basis.
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halleluyah
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12-Feb-2025 10:19     
 
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 Alert Admin 		the high tech building n business park occupancy rate was dropping to abt 85% n 80% respectively...a concern here beside int rate might hv a 1 cut tis yr only...dyodd

MrBear12      ( Date: 11-Feb-2025 21:45) Posted:

change to downgrade due to poor results and slower interest rate cuts expected.

Like many reits, this one is taking longer than expected to recover.
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arcelfin27
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12-Feb-2025 10:12     
 
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 Alert Admin 		currently at 1 year low
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seanpent
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12-Feb-2025 09:44     
 
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 Alert Admin 		Got some :)

beng1102      ( Date: 11-Feb-2025 21:35) Posted:

Clear they said negative thing in order to short sell for short profit.  Who car?  Price is going to make a u turn and people are going to STRONG BUY again for the increasing DPU.

ssw518      ( Date: 11-Feb-2025 15:41) Posted:

I also find it funny, ppl are rushing for Data center in US even India, all very
positive about the future then comes this negative comment on it' s data center for MIT
plus they target which is so deep cut for a drop of 4% dpu.
For me I perfer to long MIT
dyod
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MrBear12
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11-Feb-2025 21:45     
 
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 Alert Admin 		change to downgrade due to poor results and slower interest rate cuts expected.

Like many reits, this one is taking longer than expected to recover.
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beng1102
Elite
11-Feb-2025 21:35     
 
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 Alert Admin 		Clear they said negative thing in order to short sell for short profit.  Who car?  Price is going to make a u turn and people are going to STRONG BUY again for the increasing DPU.

ssw518      ( Date: 11-Feb-2025 15:41) Posted:

I also find it funny, ppl are rushing for Data center in US even India, all very
positive about the future then comes this negative comment on it' s data center for MIT
plus they target which is so deep cut for a drop of 4% dpu.
For me I perfer to long MIT
dyodd

Goldfinger      ( Date: 11-Feb-2025 15:17) Posted:

Is there any substance in the analysis?  It is like just opinions and views without any substance or concrete examples.... maybe someone can share the full report....
JPMorgan cuts Mapletree Industrial Trust stock rating to underweight By Investing.com

On Monday, JPMorgan analysts issued a downgrade for Mapletree Industrial Trust (MINT:SP) (OTC: MAPIF) shares, moving from an ' Overweight' rating to ' Underweight.' Accompanying this downgrade is a price target adjustment to SGD1.90, a decrease from the previous SGD2.50 target. The revision comes as the analysts forecast a potential decline in the trust' s distribution per unit (DPU).

The analysts at JPMorgan anticipate a yearly decrease of approximately 4% in DPU over the next two years for Mapletree Industrial Trust. This projection is based on expected vacancies in the trust' s data centers in the United States and Singapore, which could account for 5-6% of its revenue. The new estimates mark a departure from earlier expectations, which had predicted a recovery in FY26 DPU due to positive rental reversions and recent acquisitions in Japan.

Despite the trust having surpassed earnings estimates for the past three quarters and maintaining stable DPU performance for the first nine months of 2025, JPMorgan suggests these factors are overshadowed by the potential decline in DPU. The downgrade reflects concerns over the aging and smaller scale of Mapletree Industrial Trust' s U.S. data centers, as well as the risk of obsolescence, which investors have raised as an increasing challenge.
The lowered price target and rating downgrade reflect a more cautious outlook on Mapletree Industrial Trust' s near-term financial performance. JPMorgan' s analysis indicates that the trust' s current trajectory may not align with the more optimistic views held previously by the market and the firm itself. The report suggests that the trust could face further de-rating if it becomes more difficult to counter the obsolescence risks associated with its properties.
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BinderyT
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11-Feb-2025 18:25     
 
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 Alert Admin 		lol ... damn, I did not expect this.   Bought at 2.11 thinking it can' go lower than 2.10 :)
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luckyguy3
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11-Feb-2025 17:41     
 
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 Alert Admin 		i waiting for $1.95 lo.. simple.. if u want to buy now > $2 and u think JP Morgan is nonsense, go ahead, no one
is stopping u right?

I just pointed out the JP Morgan was 100% spot on when they issue a report and set TP for FCLT at 85 cents a
few mths ago and yes their " prediction" is damn accurate.

If u want to think JP Morgan will not be accurate this time, sure ... go load MIT now, I rather err on the safe side
 

Goldfinger      ( Date: 11-Feb-2025 17:24) Posted:

Based on your analysis and pessimistic view, you should not touch this counter at all...

luckyguy3      ( Date: 11-Feb-2025 16:16) Posted:

I also said the same thing u said when JP Morgan set a TP of 85 cents for FCLT 2 mths ago..
I think u can try to search , I think i wrote something like what u mentioned. Something like
" Stupid JP Morgan, how can it be 85 cents for FCLT when all other brokerage and banks all
give FCLT TP of at least $1.20 , some even $1.40(if i remember correctly DBS)

So I said crazy analyst. BUT BUT it turns out wow liao.. really FCLT share price going downhill
since that JP Morgan report of TP 85 cents for FCLT and now touched 85 cents this morning..
so I now think better err on the safe side and if I want to load up MIT, I wait maybe say $1.95
then I starting accumulating
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Goldfinger
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11-Feb-2025 17:24     
 
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 Alert Admin 		Based on your analysis and pessimistic view, you should not touch this counter at all...

luckyguy3      ( Date: 11-Feb-2025 16:16) Posted:

I also said the same thing u said when JP Morgan set a TP of 85 cents for FCLT 2 mths ago..
I think u can try to search , I think i wrote something like what u mentioned. Something like
" Stupid JP Morgan, how can it be 85 cents for FCLT when all other brokerage and banks all
give FCLT TP of at least $1.20 , some even $1.40(if i remember correctly DBS)

So I said crazy analyst. BUT BUT it turns out wow liao.. really FCLT share price going downhill
since that JP Morgan report of TP 85 cents for FCLT and now touched 85 cents this morning..
so I now think better err on the safe side and if I want to load up MIT, I wait maybe say $1.95
then I starting accumulating.

Goldfinger      ( Date: 11-Feb-2025 16:10) Posted:

Do you really really truly fully trust Ang Moh analysts?  I dare not....  if it is unanimous by most other analysts, then I will take note.  Even then, I must see the falling revenues and DPU for a few quarters to see the trend.  " Anticipate" , is not something I can count on.
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