Post Reply
541-560 of 846
Logistics counters will in play when vaccine distribution get started..
Let them dump! Once done, just grab some to ride it up!
john_ric ( Date: 12-Dec-2020 18:51) Posted:
|
Could be a dump and pump case.
safe to buy at $1.60
maybe have some negative news
been falling from $2.1
best is to wait for 1.75
been falling from $2.1
best is to wait for 1.75
superstartup ( Date: 11-Dec-2020 16:16) Posted:
|
Bought into Maple Log. . . Been hovering around this price for quite a while. . . Lai la.
Anyway sold Mapletree Industry. @2.9 for 1 day conta quick profit.
beng1102 ( Date: 04-Dec-2020 16:55) Posted:
|
Sorry. I am referring to Mapletree Industry.
Solidgold ( Date: 04-Dec-2020 16:54) Posted:
|
2.91? It' s trading 1.94 now. U sure ?
beng1102 ( Date: 04-Dec-2020 16:29) Posted:
|
Should bounce back to $2.91 in a few days.
PerfectHarmony ( Date: 04-Dec-2020 14:10) Posted:
|
DBS Group Research on Friday said excess supply of industrial space in Singapore in 2021 may lead to organic rental growth potential in the sector becoming more tempered.
This comes amid expectations that the extended stoppage in construction works due to the Covid-19 pandemic will delay the completion of about 700,000 square metres (sq m) of new industrial supply in 2020.
This new supply will be rolled over to 2021, bringing the amount completed in the year to 2.2 million sq m, DBS said in a research note on Friday.
DBS analysts Dale Lai and Derek Tan said the excess supply is " significant" and will likely pose a near-term hurdle for the industrial sector.
" With time needed to absorb the new incoming supply, we believe that most landlords will likely remain accommodative and focus on tenant retention in the near term, implying that organic rental growth potential will likely be more tempered," they said.
The analysts added that most of the excess supply will be in the multi-user and single-user factories, while the supply of warehouse and business parks will remain constrained.
Among the various industrial asset classes, the research team prefers exposure within the business parks/high-specifications and logistics as they will likely see demand, on the back of Singapore' s modern information technology infrastructure and conducive business landscape.
The inflow of startups in the deep-tech space and continued expansionary demand from high-value manufacturing such as precision engineering, biomedical, medical technology and telecommunications will continue to drive demand for these real estate sectors, according to the research note.
In these sectors, the limited quality stock will mean rental growth and take-ups are likely to be more robust in the medium term, the analysts said.
Moreover, Singapore' s strategic positioning in the Asean region and strong network links imply that the country could be a choice location for vaccine distribution from 2021.
If this happens, DBS believes logistics-focused players like Mapletree Logistics Trust and ARA Logos Logistics Trust will be the most leveraged.
Industrial real estate investment trusts in Singapore are projected to deliver 5 per cent growth in distributions per unit in fiscal 2021, aided by acquisitions, with potential for more in 2021, DBS said.
The research team' s top picks are Mapletree Logistics Trust (MLT), Frasers Logistics & Commercial Trust (FLCT) and Ascendas Real Estate Investment Trust (Ascendas Reit) for their " superior growth profile" .
As at 12.34pm on Friday, MLT units were trading 0.5 per cent or S$0.01 higher at S$1.92, FLCT units were up 2.3 per cent or S$0.03 at S$1.36, Ascendas Reit units rose 0.3 per cent or S$0.01 to S$2.96, while units of ARA Logos Logistics Trust were down 0.8 per cent or 0.5 Singapore cent at 59.5 cents.
This comes amid expectations that the extended stoppage in construction works due to the Covid-19 pandemic will delay the completion of about 700,000 square metres (sq m) of new industrial supply in 2020.
This new supply will be rolled over to 2021, bringing the amount completed in the year to 2.2 million sq m, DBS said in a research note on Friday.
DBS analysts Dale Lai and Derek Tan said the excess supply is " significant" and will likely pose a near-term hurdle for the industrial sector.
" With time needed to absorb the new incoming supply, we believe that most landlords will likely remain accommodative and focus on tenant retention in the near term, implying that organic rental growth potential will likely be more tempered," they said.
The analysts added that most of the excess supply will be in the multi-user and single-user factories, while the supply of warehouse and business parks will remain constrained.
Among the various industrial asset classes, the research team prefers exposure within the business parks/high-specifications and logistics as they will likely see demand, on the back of Singapore' s modern information technology infrastructure and conducive business landscape.
The inflow of startups in the deep-tech space and continued expansionary demand from high-value manufacturing such as precision engineering, biomedical, medical technology and telecommunications will continue to drive demand for these real estate sectors, according to the research note.
In these sectors, the limited quality stock will mean rental growth and take-ups are likely to be more robust in the medium term, the analysts said.
Moreover, Singapore' s strategic positioning in the Asean region and strong network links imply that the country could be a choice location for vaccine distribution from 2021.
If this happens, DBS believes logistics-focused players like Mapletree Logistics Trust and ARA Logos Logistics Trust will be the most leveraged.
Industrial real estate investment trusts in Singapore are projected to deliver 5 per cent growth in distributions per unit in fiscal 2021, aided by acquisitions, with potential for more in 2021, DBS said.
The research team' s top picks are Mapletree Logistics Trust (MLT), Frasers Logistics & Commercial Trust (FLCT) and Ascendas Real Estate Investment Trust (Ascendas Reit) for their " superior growth profile" .
As at 12.34pm on Friday, MLT units were trading 0.5 per cent or S$0.01 higher at S$1.92, FLCT units were up 2.3 per cent or S$0.03 at S$1.36, Ascendas Reit units rose 0.3 per cent or S$0.01 to S$2.96, while units of ARA Logos Logistics Trust were down 0.8 per cent or 0.5 Singapore cent at 59.5 cents.
It is now trading close to 200SMA. I think it should provide strong support. I think it sould go back to 2.91 in a fews days.
Checkerman ( Date: 03-Dec-2020 14:58) Posted:
|
major shareholder dumping?
john_ric ( Date: 03-Dec-2020 14:35) Posted:
|
why keep dripping down last few days??
mapletree log A share debut?
mapletree log A share debut?
Mapletree Logistics Trust axes planned A$21m purchase of Brisbane warehouse
MAPLETREE Logistics Trust will no longer proceed with a planned A$21.25 million purchase of a logistics warehouse in Brisbane, its manager announced in a bourse filing on Tuesday night.
The deal is not proceeding because certain factors in the conditional agreement, previously announced in June, were not fulfilled by the long-stop date of Nov 30.
The termination will not have any material adverse impact on MLT' s distribution per unit for the financial year ending March 2021, the manager said.
In a separate filing the same night, MLT announced that it has completed its recently announced acquisitions in China and Vietnam. It used S$575.8 million out of its S$644.1 million equity fund-raising, launched in October, to partly fund the acquisitions in both countries.
Back in October, MLT had proposed to acquire the remaining 50 per cent interest in 15 properties and the full interest in seven properties in China for about RMB4.5 billion, and also a Vietnam property for about US$22.2 million and a Malaysian property for RM402.5 million.
MLT plans to use the another S$50.9 million from its equity fund-raise to partly fund the Malaysian acquisition.
Keppel DC has a stronger rebound than MIT and MLT.
We don' t need to know why, but what to do next, which makes more sense.
We don' t need to know why, but what to do next, which makes more sense.
john_ric ( Date: 25-Nov-2020 23:29) Posted:
|
fund movements.. during pandemic, they are perceived as recession proof & covid stock since data centres is still in demand for our hunger of consuming data, & warehouses are needed for e-commerce related activities which boom during covid.. so when vaccine news is out, funds moved out to laggard counters hammered by covid
john_ric ( Date: 26-Nov-2020 00:29) Posted:
|
i am referring to the stock price performance.
john_ric ( Date: 25-Nov-2020 23:29) Posted:
|
Both mlt and kepple dc reit are not doing well. Both are doing data centre. Wonder why?
Cannot break $2 since last week
PerfectHarmony ( Date: 25-Nov-2020 21:53) Posted:
|