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ManulifeReit USD
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Overlooked Stock?
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halleluyah
Supreme |
19-Jul-2023 10:37
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bad stock is vry risky to do dca unless is a gd fundamental stocks....dun loss all the coffin $$$...dyodd...
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investshare
Supreme |
19-Jul-2023 10:34
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What happen next likely they will do a placement at low price, thus further pushing down NAV per share, and no chance to recover. | ||||
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Tanrx5
Member |
19-Jul-2023 10:32
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Feel like DCA. But worried that it will delist or go bankrupt. Any comments? Will it be gone soon? Should DCA? | ||||
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easywin
Supreme |
19-Jul-2023 09:15
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Big mistake did not short at opening for easy money | ||||
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Sgvale
Supreme |
19-Jul-2023 09:07
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0.115 jeep for rebound | ||||
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Sgvale
Supreme |
19-Jul-2023 09:05
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0.12 so low now | ||||
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superstartup
Elite |
19-Jul-2023 08:54
Yells: "Enjoy doing Fundamental Research" |
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DBS revised down Target Price Fully Valued USD 0.10 |
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cmengchan
Senior |
18-Jul-2023 23:29
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Likely US banks since it will be USD loans.
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Goldfinger
Supreme |
18-Jul-2023 21:50
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Could be 10-20%. I have a buy price in mind. See what happens. | ||||
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tankoksee
Supreme |
18-Jul-2023 19:58
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30% mark down on opening price tom?
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Cadence88
Veteran |
18-Jul-2023 18:43
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Their lenders are Singaporean banks/FI? | ||||
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Goldfinger
Supreme |
18-Jul-2023 17:30
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Wonder if this is an attempt by the REIT Manager not to pay out dividends just before 1H 2023 results and dividend announcement. If so, they should deploy the retained dividends for good purpose and pay down the debt. The one thing I have some comfort in is that the REIT Manager is controlled by Manulife Group (?) and if so, they have too much to risk in SG than to play any funny stuff like EHT. |
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mr_wealth
Member |
18-Jul-2023 16:38
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(i)Higher discount rates and terminal capitalisation rates for certain properties reflecting risks posed by the volatile macroeconomic environment as well as idiosyncratic risks at the property level (i.e., higher vacancy and/or weak submarket fundamentals). (ii) Continued weakening of occupancy performance across the U.S. office market due to a slowdown in demand and leasing activity, which is leading to higher vacancy levels and higher concession package assumptions needed to attract new tenants or retain tenants, giving rise to higher leasing costs. https://investor.manulifeusreit.sg/newsroom/20230718_123355_BTOU_8E4Q5GQTWHFUN269.1.pdf |
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cmengchan
Senior |
18-Jul-2023 16:34
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1) I think since they breached the " financial covenant" , MUST cannot pay shareholders dividend. 2) " If the distributions cannot be declared, this would have an impact on the structure of Manulife US REIT and would result in additional taxes being required to be paid." That implies no dividend and also need to pay US tax expense. 3) A possible option will be to increase equity, but shareholders might not pump in more money. I think the sponser cannot pump in more money to own higher percentage of MUST as it will incur additional taxes for the sponser. Looks like this US MUST REIT tax structure has a lot of constraints. S-REIT seemed more straight forward for the sponser to step in and help the REIT.
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Observers
Elite |
18-Jul-2023 16:07
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Rights issue? | ||||
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cmengchan
Senior |
18-Jul-2023 16:01
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The loss may have an impact on whether the REIT will be able to declare distributions for the six-month period.
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cmengchan
Senior |
18-Jul-2023 15:58
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Dividend at risk? | ||||
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superstartup
Elite |
18-Jul-2023 13:39
Yells: "Enjoy doing Fundamental Research" |
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Threw back KeppacOak and Prime Wait and see again, in view of Manulife announcement
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superstartup
Elite |
10-Jul-2023 08:50
Yells: "Enjoy doing Fundamental Research" |
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US office reits listed over at US chiong again last friday (in a sea of red) Beginning of the rotation into office reits
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superstartup
Elite |
04-Jul-2023 09:00
Yells: "Enjoy doing Fundamental Research" |
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Local listed US office reits showing some life now Manulife, Keppac Oak, Prime Starting to follow US listed peers, abeit at a slow pace Hope more to come |
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