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Mapletree PanAsia C Last:1.27 -

MCT

1.8 coming!!!

looks set to trend up to previous 1.47 high till Q2 results

Looks like Trump got his demands met :)

Delvyss ( Date: 24-Jan-2025 11:44) Posted:

Trump demands Fed cut rates, claims better monetary policy understanding

https://www.reuters.com/markets/us/trump-says-he-will-demand-lower-interest-rates-immediately-2025-01-23/

high interest rate era is over, positive to reits.

freestyle123 ( Date: 12-Mar-2025 09:36) Posted:

Chart tell consolidation is completed. May bouce up anytime, short term target 1.5.

Interesting buyers' appetite :- Take whole cake, no slices please

freestyle123 ( Date: 12-Mar-2025 09:36) Posted:

Chart tell consolidation is completed. May bouce up anytime, short term target 1.5.

The same rising wave that begins in Aug 2024 could be repeating itself.

Chart tell consolidation is completed. May bouce up anytime, short term target 1.5.

Trump demands Fed cut rates, claims better monetary policy understanding

https://www.reuters.com/markets/us/trump-says-he-will-demand-lower-interest-rates-immediately-2025-01-23/

MPACT Q3 DPU falls 9.1% to S$0.02 amid global headwinds

Its lower revenue comes from the lack of contributions from its divested office property Mapletree Anson, as well as lower contributions from its assets overseas

MAPLETREE Pan Asia Commercial Trust&rsquo s : N2IU +0.85% (MPACT) distribution per unit (DPU) fell 9.1 per cent to S$0.02 for its third quarter ended Dec 31, 2024, from S$0.022 in the year-ago period.

Revenue was down 7.4 per cent at S$223.7 million for the quarter, from S$241.6 million in the prior corresponding period.

This was due to the lack of contributions from its divested office property Mapletree Anson, as well as lower contributions from assets overseas, which were further dampened by the persistent strength of the Singapore dollar, the trust&rsquo s manager said on Thursday (Jan 23).

The manager noted, however, that MPACT&rsquo s Singapore assets showed resilience, led by shopping mall VivoCity&rsquo s robust performance despite ongoing asset enhancement initiatives.

Net property income fell 8.5 per cent on year to S$166.9 million for the quarter, from S$182.4 million. The amount available for distribution to unitholders fell 9.2 per cent year on year to S$104.7 million, from S$115.3 million. The distribution will be paid out on Mar 7, after books closure on Feb 4.

Overall portfolio occupancy inched down to 90 per cent as at Dec 31, 2024, from 90.3 per cent as at Sep 30, with improved performance across all markets except China.

Rental reversion stood at 4.6 per cent, as VivoCity led robust rental uplifts across its Singapore properties.

The weighted average lease expiry of its overall portfolio was 2.2 years, with 2.1 years for the retail segment and 2.3 years for the office and business park segment.

Operating expenses during the quarter narrowed 4 per cent on the year, largely due to Mapletree Anson&rsquo s divestment and lower utility costs.

The effective debt management also led to a 9.7 per cent savings in net finance costs, the manager said.

These improvements, combined with the steady performance of the Singapore assets, helped to moderate the impact of overseas market headwinds, it added.

Meanwhile, MPACT&rsquo s aggregate leverage ratio was stable at 38.2 per cent as at Dec 31, with the weighted average all-in cost of debt improving to 3.52 per cent per annum, from 3.56 per cent per annum in the earlier quarter.

Sharon Lim, chief executive of the manager, expects global headwinds to persist in 2025. &ldquo While navigating near-term obstacles, MPACT&rsquo s core stability remains anchored by Singapore&rsquo s dominant position in the portfolio,&rdquo she said.

Lousy assets give lousy rental return

MPACT?s DPU falls 9.1% lower y-o-y to 2.00 cents for 3QFY2025

https://www.theedgesingapore.com/capital/results/mpacts-dpu-falls-91-lower-y-o-y-200-cents-3qfy2025

Doubt, I think it will go towards 1 dollar by end 2025

Just the beginning of S Reits reversal.

Delvyss ( Date: 03-Jan-2025 09:06) Posted:

Are these signs of institutional interest ?

Delvyss ( Date: 24-Dec-2024 10:38) Posted:

" Analysts Rachel Tan and Jayden Vantarakis' s target price for CLAR, KDC REIT, MLT and MPACT are as follows: $3.28, $2.60, $1.65 and $1.60. The analysts believe investors have an opportunity to accumulate S-REITs which now trade at pre-rate-cut trough valuations. "

temasek dumping...lol tats the instituional interest for u

Are these signs of institutional interest ?

Delvyss ( Date: 24-Dec-2024 10:38) Posted:

" Analysts Rachel Tan and Jayden Vantarakis' s target price for CLAR, KDC REIT, MLT and MPACT are as follows: $3.28, $2.60, $1.65 and $1.60. The analysts believe investors have an opportunity to accumulate S-REITs which now trade at pre-rate-cut trough valuations. "

Delvyss ( Date: 24-Dec-2024 10:25) Posted:

" Macquarie initiates coverage on 11 S-REITs after ' two false starts' for rate-cut rally "

https://www.theedgesingapore.com/capital/brokers-calls/macquarie-initiates-coverage-11-s-reits-after-two-false-starts-rate-cut-rally

time to ignite engine

" Analysts Rachel Tan and Jayden Vantarakis' s target price for CLAR, KDC REIT, MLT and MPACT are as follows: $3.28, $2.60, $1.65 and $1.60. The analysts believe investors have an opportunity to accumulate S-REITs which now trade at pre-rate-cut trough valuations. "

Delvyss ( Date: 24-Dec-2024 10:25) Posted:

" Macquarie initiates coverage on 11 S-REITs after ' two false starts' for rate-cut rally "

https://www.theedgesingapore.com/capital/brokers-calls/macquarie-initiates-coverage-11-s-reits-after-two-false-starts-rate-cut-rally

" Emerging market bonds set to take some losses "

https://economictimes.indiatimes.com/markets/bonds/emerging-market-bonds-set-to-take-some-losses/articleshow/115397946.cms?from=mdr

Target price:

https://www.dbs.com.sg/treasures/aics/templatedata/article/equity/data/en/DBSV/012014/MPACT_SP.xml

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