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Latest Forum Topics / Mapletree PanAsia C    Last:1.84    +0.04  Post Reply
MCT
pasttime
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14-Jan-2023 09:20     
 
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 Alert Admin 		good reit on sale. collect dividend long time and wait for sponsor to work and move price at least 15% pass $2. that is my specuvest on this. beyond 2.3 then see how the dpu goes.
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HVRRVH
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13-Jan-2023 15:44     
 
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 Alert Admin 		I always like this reit. First entered in 2018 at $1.61. With some luck only subscribed for 1k rights at $2.24 in 2019 as at that time the money was needed elsewhere. Finally managed to add a fair bit last year ranging from $1.61 to $1.79 but mostly at low $1.6x. Double the holding in the process. Hopefully now it can trend back to above $2 not forgetting the sponsor paid $2.09 and basically swallowed all the rights in the build up of acquiring MNACT. 
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JustOnce
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03-Jan-2023 10:01     
 
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 Alert Admin 		thanks for sharing. 

pasttime      ( Date: 30-Dec-2022 10:20) Posted:

i use their presentation to do my estimate.
share price drop from around 1.96 to low of around 1.54.  then recover to current 1.66
in their presentation they said 72.5% of fixed rate debt average maturity 3 years.
weighted average all in cost of 2.44%.  on that basis i estimate that share price drop too much.
the current interest rate increased will not affect 72.5% of their debt for now.
therefore  i think a 15% share price fall is too much. 
who knows what happen by 2025? 
tourism, return to work will more then offset any potential interest rate increased as they renew bigger amount of their loan then.
think they need try to improve the occupancy of those underperforming asset or sell them to reduce debt. 

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Maxgrow68
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30-Dec-2022 10:49     
 
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 Alert Admin 		ROA              ROE              PE                  P/BV            EPS              DPS            Div Yield
3.86 6.03 15.88 0.95 0.10 0.09 5.74

Some figures pulled out from analysts' report by Poems. FYI

Maxgrow68      ( Date: 30-Dec-2022 10:41) Posted:

Agreed current price depressed unjustifiably .....given general analysts rate:  Overweight...

pasttime      ( Date: 30-Dec-2022 10:20) Posted:

i use their presentation to do my estimate.
share price drop from around 1.96 to low of around 1.54.  then recover to current 1.66
in their presentation they said 72.5% of fixed rate debt average maturity 3 years.
weighted average all in cost of 2.44%.  on that basis i estimate that share price drop too much.
the current interest rate increased will not affect 72.5% of their debt for now.
therefore  i think a 15% share price fall is too much. 
who knows what happen by 2025? 
tourism, return to work will more then offset any potential interest rate increased as they renew bigger amount of their loan then.
think they need try to improve the occupancy of those underperforming asset or sell them to reduce debt. 


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pasttime
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30-Dec-2022 10:49     
 
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 Alert Admin 		i think the current share price drop in many counters are more due to money shifting back to usd due to increased interest rate and more fed reduction of their balance sheet.
increased interest rate causes usd to raise in value. move since end of 2021.
ow usd/sgd rate is back to 1.34. suspect some money is back. see the volume and value of sgx daily trade tell that money is park on the side. 
some expert said that tech run over. money shifting to conservative business with cash generation ability. maybe quite true as we see dow recover but not much in nasdaq.
for me reits will be some of the long term cash generation machine. 
 
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Maxgrow68
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30-Dec-2022 10:41     
 
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 Alert Admin 		Agreed current price depressed unjustifiably .....given general analysts rate:  Overweight...

pasttime      ( Date: 30-Dec-2022 10:20) Posted:

i use their presentation to do my estimate.
share price drop from around 1.96 to low of around 1.54.  then recover to current 1.66
in their presentation they said 72.5% of fixed rate debt average maturity 3 years.
weighted average all in cost of 2.44%.  on that basis i estimate that share price drop too much.
the current interest rate increased will not affect 72.5% of their debt for now.
therefore  i think a 15% share price fall is too much. 
who knows what happen by 2025? 
tourism, return to work will more then offset any potential interest rate increased as they renew bigger amount of their loan then.
think they need try to improve the occupancy of those underperforming asset or sell them to reduce debt. 

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pasttime
Elite
30-Dec-2022 10:20     
 
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Yells: "Buy good stock on sale and collect dividend long long time"
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 Alert Admin 		i use their presentation to do my estimate.
share price drop from around 1.96 to low of around 1.54.  then recover to current 1.66
in their presentation they said 72.5% of fixed rate debt average maturity 3 years.
weighted average all in cost of 2.44%.  on that basis i estimate that share price drop too much.
the current interest rate increased will not affect 72.5% of their debt for now.
therefore  i think a 15% share price fall is too much. 
who knows what happen by 2025? 
tourism, return to work will more then offset any potential interest rate increased as they renew bigger amount of their loan then.
think they need try to improve the occupancy of those underperforming asset or sell them to reduce debt. 
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JustOnce
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30-Dec-2022 09:55     
 
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 Alert Admin 		eh, may I know how do you know that the interest rate is " fully reflected in price already" ? its a genuine question -  is there a source for this type of information or how to calculate? please do share if you can. 

pasttime      ( Date: 27-Dec-2022 09:27) Posted:

afraid interest rate increased?
interesst rate increased fully reflected in price already.
positive impact from hk china border open up. boost to festival walk.
china removal of covid inbound travelers restrictions from 8 jan 23 not price in.
the measure will result in more outbound travel as there will be no
inbound  restrictions upon return journey. singapore, hk tourism boom.
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pasttime
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27-Dec-2022 09:27     
 
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 Alert Admin 		afraid interest rate increased?
interesst rate increased fully reflected in price already.
positive impact from hk china border open up. boost to festival walk.
china removal of covid inbound travelers restrictions from 8 jan 23 not price in.
the measure will result in more outbound travel as there will be no
inbound  restrictions upon return journey. singapore, hk tourism boom.
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HVRRVH
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24-Dec-2022 22:52     
 
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 Alert Admin 		Two main themes are developing, 1st, by mid Jan 23 the link with mainland China will be opened and 2nd, by 1Q23 US may finally cease hiking interest rate. These are positive for MPACT in term of earing and valuation. In a more longer term, MPACT should also benefit from URA' s Greater Southern Waterfront master plan. Already, BTO projects will be launch at the former Keppel Club location. There is also a new office building at 1 Pasir Panjang Road named Labrador Tower currently being built. This is a 34-storey building with 2-storey retail podium, it is likely that the office crowd will spill over to Vivo or ARC. Hopefully, MPACT can shortlist this building too with the aim of buying it over from the owner, i.e., Singapore Power. 

HVRRVH      ( Date: 13-Dec-2022 18:53) Posted:

Hong Kong officially reopened! If China follow suit soon, Festive Walk should see its glory days again. We do not yet know how couters [Reits] that face huge pressure from rising interest will fare, pending Fed' s posture going forward. However, tonight CPI and tomorrow Fed decision should provide clearer picture. 60/40 chance that downward price pressure should ease soon. 

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JustOnce
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20-Dec-2022 11:54     
 
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 Alert Admin 		stuck with this stock since before COVID and before merger entered at high price sianz. let' s hope this China opening up thingie can really push this back up a little. 
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pasttime
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14-Dec-2022 07:51     
 
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 Alert Admin 		china open up from covid-19 is confirm after the protest at apple facilities and talk of apple shifting more manufacturing to india, vietnam. china has to shift to openup or loose many key manufacturers to other countries. 
benefiting from open up, tourism related industry, like airline, booking platform, hotel, land transport.
open up also benefits oil, material, everything.
their effort to provide liquidity to favour real estate developers will reduced risk for more healthy developers and indirectly those related like banks, insurance company. insurance company who has provided a lot for their real estate exposure may benefits from reverse actions. at the same time insurance company are also equities investors, so equities market recovery will also benefits them.
many are still in doubt of real estate trouble about if they can sell, but when the picture is so clear the price will not be at this level already.
 
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HVRRVH
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13-Dec-2022 18:53     
 
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 Alert Admin 		Hong Kong officially reopened! If China follow suit soon, Festive Walk should see its glory days again. We do not yet know how couters [Reits] that face huge pressure from rising interest will fare, pending Fed' s posture going forward. However, tonight CPI and tomorrow Fed decision should provide clearer picture. 60/40 chance that downward price pressure should ease soon. 
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Joelton
Supreme
12-Dec-2022 10:05     
 
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 Alert Admin
Mapletree Pan Asia Commercial Trust
On Dec 2, MPACT Management independent non-executive director Lilian Chiang Sui Foo acquired 16,000 units of Mapletree Pan Asia Commercial Trust : N2IU +0.6% (MPACT) at S$1.65 per unit.
 
With a consideration of S$26,400, this increased her deemed interest in the diversified Reit to 46,000 units.
 
Chiang is the senior partner of Deacons and the head of its property department and has extensive experience in all types of real estate related transactions.
 
MPACT maintains a diversified and high-quality portfolio of 18 properties, anchored by VivoCity and Mapletree Business City (MBC) in Singapore, in addition to Festival Walk in Hong Kong.
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pasttime
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03-Dec-2022 06:51     
 
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 Alert Admin 		year end shopping season. is there anything arc can do to use the open space and part of car park space to do some promote. there are online shops that one can work with to bring their online customers to the offline space that is available in arc. even if zero rental, it will bring footfall.  example of potential,  robinson,
shops selling party decorations and clothing, big furniture out fit.
your attractions, the working people in the surrounding office.
you ahve free parking, a banner along the main road is a low cost way to filter the many cars passing by to go in arc. think about it. you can do better for my pocket.
 
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pasttime
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28-Nov-2022 19:29     
 
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 Alert Admin 		that is why i interested to see the ability of their managers. if it is already a happening place then no need good managers. but for such quiet place need dreamer to make it a happening place. if they can make a small non happening place to become the place to go to then they can do bigger thing. if cannot happen just another property manager then i better sell and look else where.
i year has many festival to promote sale. if just let it happen like it is will be like hdb neighbourhood shops.
even hdb doing email to promote their shops.
pay so much for their managing fee cannot be jsut like a property manager. then the fee should be 10k per shopping center + running cost like electricty water etc. they need to show they are worth the money.
look at iim, bugis plus those are real value add. converting a non happening to happening place.
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pkli899
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28-Nov-2022 19:22     
 
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 Alert Admin 		LOL.....ARC mostly office crowd........weekend cannot really attract......Vivo too nearby.
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pasttime
Elite
28-Nov-2022 19:15     
 
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 Alert Admin 		christmas coming. all shopping center doing something to try to attract the crowds. 
garden by the bay doing a chrsitmas wonderland.   
i see arc doing some promotions from the shops. and free parking on sat, sun and ph.
need to do more. invite online shops like robinsons to setup .  please shout your free parking.
you quietly do, no tell people who know how to come?
arc4u.com.sg
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fatpig
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31-Oct-2022 14:50     
 
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 Alert Admin 		Seem testing 1.55 soon

Stocky901      ( Date: 31-Oct-2022 13:20) Posted:

Now 1.61. Why dropped so much before xd? 🙄 🙄

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Stocky901
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31-Oct-2022 13:20     
 
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 Alert Admin 		Now 1.61. Why dropped so much before xd? 🙄 🙄
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