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kkboy1 Member	16-Mar-2018 13:26        kkboy1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Prices going up after accumulation
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chengwh1 Elite	13-Feb-2018 12:48        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Risks of investing into a Data Centre REIT as below. If there is an outage, the tenant can just move everything out in a few weeks,... see the  Servers Australia  MD' s comments in the article : https://www.arnnet.com.au/article/633314/servers-australia-uproots-services-after-vocus-data-centre-outage/?utm_campaign=daily-pm-edition-2018-02-13& utm_medium=newsletter& eid=-4152& utm_source=daily-pm-edition
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kkboy1 Member	09-Feb-2018 14:49        kkboy1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Can buy now?
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laksaman57 Supreme	08-Nov-2017 23:42        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.reitsweek.com/2017/11/dbs-acquires-5-million-units-of-mapletree-industrial-trust.html
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Goldfinger Supreme	25-Oct-2017 09:50        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Impressed that MINT just closed the placement at a small discount price of $1.90 and it was 3 times oversubscribed. All other REITs and Managers should learn from them.
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Goldfinger Supreme	24-Oct-2017 20:01        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is one stock I wished I had poured more of my life savings into - ever increasing DPU and yield and DPU accretive investments despite private placements.
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chengwh1 Elite	24-Oct-2017 18:21        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yessssssssss,... I bought-in with the change in Investment Mandate,...............hence, as said this morning, ' in anticipation of good results this evening' ,...... Goldfinger      ( Date: 24-Oct-2017 18:17) Posted: Great results, great DPU and major US data centre acquisitions with Mapletree. Shortists please Attack - I so dearly want to buy so much more of this babe.
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Goldfinger Supreme	24-Oct-2017 18:17        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Great results, great DPU and major US data centre acquisitions with Mapletree. Shortists please Attack - I so dearly want to buy so much more of this babe.
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chengwh1 Elite	24-Oct-2017 11:02        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I would think in anticipation of ' good results' to be released this evening,... Goldfinger      ( Date: 23-Oct-2017 16:30) Posted: Any idea why MINT is soaring again today?
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Goldfinger Supreme	23-Oct-2017 16:30        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any idea why MINT is soaring again today?
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chengwh1 Elite	02-Oct-2017 09:57        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sorry,.. but I recalled the total dpu payout  in whole of 2016 was substatially less than the total dpu payout for 2015,... when I was evaluating the family was Mapletree REITs, I remembered I discovered this,.. pls correct me if I' m wrong,... Goldfinger      ( Date: 01-Oct-2017 23:26) Posted: Very rare to see such a Reit with continuously improving DPU. With the push for DC overseas - will be more good news down the road. Both thumbs up!
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Goldfinger Supreme	01-Oct-2017 23:26        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Very rare to see such a Reit with continuously improving DPU. With the push for DC overseas - will be more good news down the road. Both thumbs up!
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chengwh1 Elite	30-Sep-2017 10:47        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If we look closer at the description in their new investment mandate, the DCs are for their international  assets ambition, similar to Keppel DC REIT' s. pasttime      ( Date: 30-Sep-2017 00:58) Posted: Including DC is a good one. their tech customer HP can help. plus singapore has advantage with no natural disaster. only downside is hot and humid so got spend more on energy.
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pasttime Supreme	30-Sep-2017 00:58        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 1  Alert Admin	Including DC is a good one. their tech customer HP can help. plus singapore has advantage with no natural disaster. only downside is hot and humid so got spend more on energy.
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chengwh1 Elite	29-Sep-2017 11:10        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	MINT has broadened its investments scope to include Data Centres. This is,... I think similar to Keppel DC REIT' s investment mandate,... Will this bode well to its bottomline later on,... and will this further raise its sp ? Whatever it is,... the SG industrial properties will continue to drag it into the hole,... at least for now in this climate,... However,... how will the new investment tactic offset the difficult industrial portfolio ? Data Centres have high capex, unlike other props.
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Goldfinger Supreme	25-Jul-2017 22:20        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Another quarter of continuous DPU growth - impressive in this climate. Well done MINT.
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Just4win Supreme	14-Nov-2016 13:58        Just4win About Contact  Quote this Post!
x 0   x 0  Alert Admin	This counter has dropped quite a lot in the recent days. Any reason why ? It seems to have suffer bigger Trump effect.
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marubozu1688 Master	28-Aug-2016 10:45        marubozu1688 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Be humble in front of Mr. Market."
x 0   x 0  Alert Admin	MIT  Price/NAV radar chart. http://mystocksinvesting.com/singapore-reits/price-nav-radar-chart/singapore-reit-sector-radar-chart-for-pricenav/
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Just4win Supreme	25-Aug-2016 11:49        Just4win About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good for long term investment ... today' s news update : Mapletree Industrial Trust: Credit ratings agency Fitch reaffirms the REIT' s long-term issuer default rating at BBB+ with a stable outlook.
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bw2015 Member	29-Jun-2016 22:25        bw2015 About Contact  Quote this Post!
x 0   x 0  Alert Admin	No comments. I buy in Feb 1.50, now 1.70.. Goldfinger      ( Date: 27-Apr-2016 07:14) Posted: Never disappoint and solid. waters      ( Date: 27-Apr-2016 00:41) Posted: Mapletree Industrial Trust  |  PDF 4QFY16: credible performance MINT SP  /  MAPI.SI  |  HOLD - Maintained  |  S$1.64  tp:S$1.67▲   Mkt.Cap:US$2,186.00m  | Avg.Daily Vol:US$2.43m  | Free Float:69.70%  REIT  Author(s):Zhi Bin YEO  +65 62108669,  Mun Yee LOCK          ■   FY16 DPU of 11.15Scts (+7% yoy) was slightly ahead of our expectation, at 104% of our full-year forecast. 4Q16 DPU of 2.81Scts (+6% yoy) was at 26%. ■   Improved portfolio performance and progress from development and improvement works led to an increase in portfolio value of S$133.7m.  ■   Portfolio occupancy at 94.6% portfolio passing rents at S$1.90 psfpm. 21.1% of GRI up for renewal in FY17. ■   We raise our DDM target price slightly, but maintain Hold after the recent run-up.        4QFY16: credible performance  We view MINT&rsquo s 4Q16 results as credible. 4Q16 distributable income increased 8% yoy to S$50.4m, due mainly to higher occupancies and rental rates achieved across all property segments, as well as contribution from the build-to-suit (BTS) project for Equinix at 26A Auer Rajah Crescent (came online in Mar 15). There were also cost savings from lower utilities and marketing costs. For FY16, distributable income hiked up 9% yoy to S$197.8m.  Increase in portfolio value of S$133.7m  Coupled with improved portfolio performance, a 25 bps compression in cap rates for its business parks (currently 6%), as well as construction progress at the Telok Blangah Cluster and commencement of the AEI at Kallang Basin 4 Cluster, MINT booked a portfolio revaluation gain of S$82m and capitalised cost of S$51.7m from development and improvement works. Accordingly, NAV/unit increased to S$1.37/unit (FY15: S$1.32)  Portfolio performance: expect flattish rental reversion in FY17  4Q16 portfolio occupancy slipped 0.1% pts qoq to 94.6% due mainly to lower occupancy at Stack-up/Ramp-up buildings. Portfolio passing rent rose to S$1.90 psfpm vs. S$1.89 psfpm in 3Q16. For flatted factories, the +2.8% rental reversion in 4Q was due to leases renewed at more centrally-located areas, while new leases signed were 5.1% lower than passing rents as they were at outlying areas. For Hi-Tech buildings, the -4.9% rental reversion was due to a top 10 tenant taking up more space within the REIT&rsquo s portfolio.     21.1% of GRI up for renewal in FY17  Portfolio WALE by GRI stood at 2.8 years as at end-Mar. MINT has 21.1% of GRI up for renewal in FY17, lower than the historical c.30% as management focused on tenant retention. We understand that none of MINT&rsquo s top 10 tenants have leases up for renewal in FY17. The slight negative is that a tenant at 19 Changi South (light industrial building) scaled down space requirements (from 100% to 24%) towards end-Mar.  Expect higher borrowing costs  We note that all-in funding cost increased to 2.5% (3Q16: 2.4%, 4Q15: 2.3%) due to higher hedged rates over pcp. In total, S$470m of hedges will expire in FY17. Of this, S$210m has been replaced. Replacements of these expiring interest rate hedges are expected to be costlier. That said, depending on market conditions, the Manager could also lower the % of debt with fixed rates (end-Mar 16: 88% hedged).  Maintain Hold  Increasing our FY17-18F DPU by 0.6-1.3% (on higher revenue and NPI margin), we roll forward our DDM valuations to FY17, which results in a slightly higher DDM target price. After the recent run-up, we maintain our Hold rating on the stock. The stock trades at 1.2x P/BV (historical average) and offers an FY17 yield of 6.7% vs. average of 7.4%.        Previous [  Mapletree Industrial Trust  ] reports...  27/1/16  Co.Note  Resilient 3Q priced in  (HOLD, S$1.50  tp:S$1.62▼ ) 21/10/15  Co.Note  New AEI a potential medium-term booster  (HOLD, S$1.50  tp:S$1.66) 21/4/15  Co.Results  Fairly valued  (HOLD▼ , S$1.61  tp:S$1.66)
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