Latest Forum Topics /
Mapletree Ind Tr
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Sinostar Pec
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beng1102
Elite |
07-Sep-2025 16:33
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For REIT is good especially those with high gearing.
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Trainner
Master |
07-Sep-2025 16:29
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If the div can go up (say 30cts/unit)...... that will be good for MIT.....
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Goldfinger
Supreme |
07-Sep-2025 11:27
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For REITS - the benefits from aggressive rate cuts are from the income side (meaning less interest expense), spurring of growth benefitting the revenue side, high DPU and yield, sentiment and forward looking DPU growth, and spread against lower yielding Fixed Deposits, T Bills, etc. Hence there are multiple angles for benefitting of REITS.  I see aggressive price gains and normalisation of prices and yields going forward.
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ahtaolim
Member |
07-Sep-2025 11:21
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fed cut rate doesnt always good for stock. it could mean recession and stock can tank
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beng1102
Elite |
05-Sep-2025 12:40
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STRONG BUY as US non-farm payroll is likely to be weak and that could mean a rate cut of 50 basis point.
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Alignment
Elite |
03-Sep-2025 10:27
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Mixed economic signals - US$ interest rates will fall but that is because US economy doing badly. | ||||
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Trainner
Master |
01-Sep-2025 21:31
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MIT did pretty well today, it hit $2.1 today which is a very busslish signal.  Hopefully, the uptrend will continue and esclate towards $2.5~~~~ Well Done! |
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Trainner
Master |
25-Aug-2025 12:11
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The sipport for OUE REIT should be $1.99/ $2.00 which is broken today. The next target should be ~$2.50.  Once the interest rate drop (mid Sep' 25?), there should be a booster to all REITs...... of course, include OUE REIT...,
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beng1102
Elite |
25-Aug-2025 10:15
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Interest rate is set to go down next month.
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Trainner
Master |
05-Aug-2025 11:04
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Any analyst' s forecast? 
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beng1102
Elite |
05-Aug-2025 10:59
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Just keep up the STRONG BUY as interest rate likely to go down.  From the trade data the share price is gaining strength, so just buy and hold.
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Joelton
Supreme |
29-Jul-2025 11:16
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Mapletree Industrial Trust posts 4.7% fall in Q1 DPU to S$0.0327
Net property income up 0.8% on the year to S$133.6m for the quarter
[SINGAPORE] Mapletree Industrial Trust&rsquo s distribution per unit (DPU) fell 4.7 per cent to 3.27 Singapore cents for its first quarter ended Jun 30, 2025, from 3.43 cents the year before.
 
Nevertheless, gross revenue was up 0.3 per cent to S$175.9 million for the quarter, from S$175.3 million in the year-earlier period. 
 
This was due to revenue contributions from the freehold mixed-use facility in Tokyo acquired in October 2024 the completion of the final phase of fitting-out works of its Osaka Data Centre, as well as new leases and renewals across various Singapore property clusters, its manager said on Monday (Jul 28).
 
Its DPU in the previous year also included net divestment gains from its Tanglin Halt properties. Excluding the divestment gain, FY2025/26&rsquo s Q1 DPU of 3.27 cents would have been down 1.5 per cent.
 
Net property income (NPI) grew 0.8 per cent on the year to S$133.6 million for the quarter, from S$132.5 million.
 
But distribution to unitholders fell 4.1 per cent on year to S$93.3 million, largely due to the lower cash distribution declared by its joint venture, Mapletree Rosewood Data Centre Trust, due to higher borrowing costs from the repricing of matured interest rate swaps.
 
The distribution will be paid out on Sep 8, 2025, after books closure on Aug 5.
 
Ler Lily, chief executive of the manager, noted that the data centre sector continues to be a key pillar of its growth, amid surging demand driven by cloud computing, artificial intelligence and digital transformation.
 
&ldquo To this end, our expansion plan into Europe and Asia-Pacific will be a key area of growth as we rebalance our portfolio for resilience,&rdquo she said.
MIT saw positive rental reversions for its Singapore portfolio and higher revenue contributions from its Japan portfolio, Ler noted.
 
Meanwhile, it is focused on active asset management &ldquo with efforts underway to backfill vacancies and explore alternative use&rdquo in North America, she said.
 
From Apr 1, MIT also reclassified its portfolio to better reflect its portfolio composition and sharpen its focus on growing the data centres, and hi-tech buildings and business space segments.
 
Average overall portfolio occupancy was 91.4 per cent in Q1, down from the previous quarter&rsquo s 91.6 per cent.
 
The weighted average lease to expiry of its overall portfolio increased on quarter to 4.5 years, from 4.4 years, mainly due to the long-term renewal lease for 35 Tai Seng Street.
 
Looking ahead, the manager expects distributions will be weighed by increasing property operating expenses, higher borrowing costs from the repricing of maturing interest rate swaps and the downward trending US dollar.
 
It will undertake strategic divestments in North America and Singapore to boost MIT&rsquo s financial flexibility and redeploy capital into markets and assets that can provide sustainable growth, it said.
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SuperLuckyCorn
Supreme |
29-Jul-2025 09:18
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Agree. We will get some 2.04-2.05, consider reasonable return as compared with others.
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Panda8
Veteran |
29-Jul-2025 09:06
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Long term don' t look good, almost half of the data centre is in USA, the occupancy rate below 90% and their data centre is very old already, many clinet will move out to new data centre.    | ||||
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Fataaa
Senior |
28-Jul-2025 23:30
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consensus of DPU seem to be 3.1. 3.27 seem to be above expectation. Let see the action tmr.... |
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Panda8
Veteran |
28-Jul-2025 22:13
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DPU drop sharply, it time to run. Too much exposure in US data centre and US market under Stupid Trump is dead. US dollar is weakening from 1.38 to 1.28 and may further drop to 1.00    | ||||
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Trainner
Master |
28-Jul-2025 22:00
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Div 3.27cts for last qtr performance. 👍
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spursfan
Supreme |
28-Jul-2025 21:11
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https://links.sgx.com/1.0.0/corporate-announcements/SRXKKPUNGMZB8LW5/853322_20250728_1QFY25_Press%20Release.pdf | ||||
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luckyguy3
Master |
28-Jul-2025 20:20
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You forget to put in JP Morgan![]()
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Trainner
Master |
28-Jul-2025 19:08
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Analyst Ratings (Recent examples):
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