Latest Forum Topics /
Mapletree Log Tr
Last:1.19
+0.01
|
 Post Reply
|
|
SIA
|
|||||
|
Know-Your-Stuff
Senior |
26-Dec-2015 01:14
|
||||
|
x 0
x 0 Alert Admin |
Agreed with u on the negative effect of interest rate on reits. Not sure why some bros still wan to buy? For this counter, will drop to $0.90....a matter of time. Its been struggling to move beyond $1 for so long. So the path of least resistance is Down. Once the effect of higher interest rate start to creep in in the next 2 quarters and other countries exchange rate drop further, its bye bye because DPU will drop further. I gave up and sold at $1.20 a few years ago. Not vested. | ||||
| Useful To Me Not Useful To Me | |||||
|
tch77_pt75
Veteran |
07-Dec-2015 14:16
|
||||
|
x 0
x 0 Alert Admin |
Maintaining my views on this stock...
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
ecekca
Elite |
22-Nov-2015 15:20
|
||||
|
x 0
x 0 Alert Admin |
Might bounce to 1.06 for short term |
||||
| Useful To Me Not Useful To Me | |||||
|
tch77_pt75
Veteran |
22-Nov-2015 14:18
|
||||
|
x 0
x 0 Alert Admin |
More downside if Fed raise interest rate?
|
||||
| Useful To Me Not Useful To Me | |||||
|
tch77_pt75
Veteran |
31-Aug-2015 21:11
|
||||
|
x 0
x 0 Alert Admin |
I think the performance of this stock has been lousy:
a. Asset value has increased by 9 folds but what about the dividends and stock price? b. How do we entice shareholders to re-invest using their earned dividends if the stock price is not attractive enough. If share price goes up, then the investors will be enticed. After that, share price will either go sideway or drop to a certain. c. Share dilution due to re-investment d. Potential of this share seems to be limited. Occupancy rate has been optimized and it seems very hard to increase their dividends to above $0.02 per share unless share consolidation. But this will lead to poor retailer sentiment. e. If the current performance is partially attributed by low interest rate environment, then the performance will be on a more negative side ( with reference to the current performance ) when interest rate raises. Just my personal observations
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
bishan22
Supreme |
31-Aug-2015 19:43
|
||||
|
x 0
x 0 Alert Admin |
All reits and trusts kapoo..........
|
||||
| Useful To Me Not Useful To Me | |||||
|
masterbay
Veteran |
31-Aug-2015 19:35
|
||||
|
x 0
x 0 Alert Admin |
Annyone know what happened to the drop? |
||||
| Useful To Me Not Useful To Me | |||||
|
raykee
Veteran |
14-Jul-2015 16:17
|
||||
|
x 0
x 0 Alert Admin |
wonder will hit the high again a not... |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
ozone2002
Supreme |
02-Jul-2015 11:28
|
||||
|
x 0
x 0 Alert Admin |
Good dividend stock. 6.6% better than bank interest any time. gd luck dyodd SURPRISING ON GROWTH Beating our acquisition estimates, upgrade to BUY. We upgrade our Call from HOLD to BUY and raised our DCF-based TP of S$1.31. Recent acquisitions have placed the trust back on a growth path with more to follow. Yields are attractive at > 6.5%, with upside of 16%. Australia, a new growth market. MLT has beat our initial S$100m acquisition estimates for FY16F through sealing c.S$300m worth of deals YTD. The latest being a A$253m (S$261.5m) cold warehouse in Sydney, its first foray into Australia. While initial yields appear low at 5.6%, we note the property&rsquo s strong specifications and long term lease of 19 years, supportive of valuations and earnings. The purchase is expected to be fully debt funded (gearing to rise to 38.6% post deal) and grow DPU by 1%. The manager targets to grow its Australia portfolio to c.S$500m over the next 12-18 months. In addition, we see further expansion opportunties in the medium term through its sponsor pipeline, which are mainly under development at this point. Asset reconstitution strategy in place. MLT has demostrated the ability to sell well in the past and is looking to divest certain lower yield properties in Singapore and Japan where valuations have increased due to compressed cap rates. Proceeds from these divestments can be redeployed to higher yielding and acquisitions with brighter growth prospects. Valuation: Our target price of S$1.31 is based on the discounted cash flow (DCF) method. At its current price, MLT offers investors dividend yields of 6.6%-6.9% for FY16-17F. We upgrade to BUY. Key Risks to Our View: Vacancy risks in Singapore worse than expected. Worse than projected vacancy risks in Singapore from conversions over 2016-2017 could mean downside to estimates. |
||||
| Useful To Me Not Useful To Me | |||||
|
marubozu1688
Master |
28-Jun-2015 14:23
Yells: "Be humble in front of Mr. Market." |
||||
|
x 0
x 0 Alert Admin |
Fundamentally and technically base on stock chart does not look good for Mapletree Logistics Trust. |
||||
| Useful To Me Not Useful To Me | |||||
|
yohowslife
Member |
26-May-2015 17:33
|
||||
|
x 0
x 0 Alert Admin |
Recent acquisitions are yield accretive and should boost distributions for the upcoming year. Rental growth might be challenging but with a fair valuation and a decent dividend yield of 6.3% based on current prices, it should be a good addition for an income portfolio. http://www.investark.com/Analysis44mlt2015.html |
||||
| Useful To Me Not Useful To Me | |||||
|
Secret_Squirrel
Elite |
13-Jan-2015 20:35
Yells: "Stay curious but skeptical" |
||||
|
x 0
x 0 Alert Admin |
Results will be announced on 19 Jan 2015. This 2 days price move up quite a bit. |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
marubozu1688
Master |
14-Dec-2014 11:26
Yells: "Be humble in front of Mr. Market." |
||||
|
x 0
x 0 Alert Admin |
Mapletree Logistic Trust. Fundamental OK but over value. http://mystocksinvesting.com/singapore-reits/singapore-reit-fundamental-analysis-comparison-table-14-dec-2014/ Technically this REIT is moving sideway. |
||||
| Useful To Me Not Useful To Me | |||||
|
tch77_pt75
Veteran |
19-Nov-2014 22:33
|
||||
|
x 0
x 0 Alert Admin |
Think twice before committing.......
|
||||
| Useful To Me Not Useful To Me | |||||
|
john_ric
Supreme |
23-Jul-2014 22:41
|
||||
|
x 0
x 0 Alert Admin |
buy recommendation............ Recommendation
Attractive yields, BUY with TP of S$1.24. MLT has surpassed our acquisition targets (est. S$100m vs S$106.5m) and we have nudged our earnings upwards to account for the higher returns delivered. Maintain BUY, TP raised to S$1.24. Further upside will hinge on future acquisitions that we have not factored in as yet. (Read Report)
|
||||
| Useful To Me Not Useful To Me | |||||
|
Secret_Squirrel
Elite |
15-Jul-2014 19:37
Yells: "Stay curious but skeptical" |
||||
|
x 0
x 0 Alert Admin |
Today AGM presentation slide now available at company' s website. Quite easy to digest. http://www.mapletreelogisticstrust.com/Investor-Relations/Overview.aspx
|
||||
| Useful To Me Not Useful To Me | |||||
|
Secret_Squirrel
Elite |
03-Jul-2014 22:24
Yells: "Stay curious but skeptical" |
||||
|
x 0
x 0 Alert Admin |
AGM on 15/07/2014 at 2:30pm at 10 Pasir Panjang Road, Mapletree Business City, Multi Purpose Hall - Auditorium, Singapore 117438 |
||||
| Useful To Me Not Useful To Me | |||||
|
tch77_pt75
Veteran |
22-Jun-2014 17:25
|
||||
|
x 0
x 0 Alert Admin |
Adding more concerns on this stocks:
a. Asset value has increased by 9 folds but what about the dividends and stock price? b. How do we entice shareholders to re-invest using their earned dividends if the stock price is not attractive enough. If share price goes up, then the investors will be enticed. After that, share price will either go sideway or drop to a certain. c. Share dilution due to re-investment d. Potential of this share seems to be limited. Occupancy rate has been optimized and it seems very hard to increase their dividends to above $0.02 per share unless share consolidation. But this will lead to poor retailer sentiment. e. If the current performance is partially attributed by low interest rate environment, then the performance will be on a more negative side ( with reference to the current performance ) when interest rate raises. Just my personal observations |
||||
| Useful To Me Not Useful To Me | |||||
|
tch77_pt75
Veteran |
24-May-2014 20:55
|
||||
|
x 0
x 0 Alert Admin |
Quite true. What about your opinions under "points to ponder"? | ||||
| Useful To Me Not Useful To Me | |||||
|
john_ric
Supreme |
24-May-2014 12:37
|
||||
|
x 0
x 0 Alert Admin |
cannot compare like that ma. just like keppel and sem marine.
|
||||
| Useful To Me Not Useful To Me | |||||