Mapletree Ind Tr    Last:1.96    +0.02

MAPLETREE Industrial Trust (MIT)

Bro, it' s my job lah.   That' s why I know this domain.   Don' t be offended.

dontbetray      ( Date: 07-May-2025 15:50) Posted: shall see who has the last word and laugh BinderyT      ( Date: 07-May-2025 15:45) Posted: Apple owns some of the largest DCs in the world.   Maiden sits on over 8m sf.   It spends a fortune outsourcing a ton of their workloads to GC/AWS.   For smaller locations, they use colo facilities from providers like Equinix. Suggest we stop here as you are out of depth

 

shall see who has the last word and laugh

BinderyT      ( Date: 07-May-2025 15:45) Posted: Apple owns some of the largest DCs in the world.   Maiden sits on over 8m sf.   It spends a fortune outsourcing a ton of their workloads to GC/AWS.   For smaller locations, they use colo facilities from providers like Equinix. Suggest we stop here as you are out of depth. dontbetray      ( Date: 07-May-2025 15:29) Posted: i disagreed. i dont think you follow apple development

 

Apple owns some of the largest DCs in the world.   Maiden sits on over 8m sf.   It spends a fortune outsourcing a ton of their workloads to GC/AWS.   For smaller locations, they use colo facilities from providers like Equinix.

Suggest we stop here as you are out of depth.

dontbetray      ( Date: 07-May-2025 15:29) Posted: i disagreed. i dont think you follow apple development. BinderyT      ( Date: 07-May-2025 14:58) Posted: I don' t disagree with you that AI-enabled DC is a good play.   But if you want to invest in this, Keppel DC REIT (which owns Keppel SGP-7/8) or Digital Core REIT are better choices.   JPM is correct in downgrading MINT due to its DC portfolio being obsolete. Like I already said, DC that is needed to run AI workloads are very different as they require much higher power density and cooling.   Retrofitting is expensive and not always possible due to surrounding power grids and network connections. If you want to know the difference, go read up on Singtel' s upcoming Tuas DC.   Or Keppel' s SGP-7/8.   Note that Singtel Tuas required collaboration with SP Power to ensure that the power grid can support the building. Apple doesn' t need Mapletree.   They have their own DC like the Mesa DC in Arizona.   In fact, none of the hyperscalers do as they own their own.

 

i disagreed.

i dont think you follow apple development.

BinderyT      ( Date: 07-May-2025 14:58) Posted: I don' t disagree with you that AI-enabled DC is a good play.   But if you want to invest in this, Keppel DC REIT (which owns Keppel SGP-7/8) or Digital Core REIT are better choices.   JPM is correct in downgrading MINT due to its DC portfolio being obsolete. Like I already said, DC that is needed to run AI workloads are very different as they require much higher power density and cooling.   Retrofitting is expensive and not always possible due to surrounding power grids and network connections. If you want to know the difference, go read up on Singtel' s upcoming Tuas DC.   Or Keppel' s SGP-7/8.   Note that Singtel Tuas required collaboration with SP Power to ensure that the power grid can support the building. Apple doesn' t need Mapletree.   They have their own DC like the Mesa DC in Arizona.   In fact, none of the hyperscalers do as they own their own.  dontbetray      ( Date: 07-May-2025 13:27) Posted: guys may I have ur undivided attentions! People are underestimating Trump &mdash especially China and others &mdash thinking he' s foolish for wanting to bring industrial activity back to the U.S. But what they don&rsquo t realize is that Trump doesn&rsquo t plan to rely on American workers for these jobs. Instead, he&rsquo s counting on AI-powered robots to handle the work. The real question is: how many data centers will be needed to power the AI systems that can run industrial operations? Let&rsquo s be real &mdash the companies investing trillions in the U.S. aren&rsquo t going to rely on expensive American labor. Of course, they&rsquo ll turn to AI to cut costs. Mapletree already has available data centers, and Apple recently announced that it' s repurposing its Arizona factory to manufacture iPhones which   Mapletree has available factory in Arizona . This shows the shift is already happening &mdash AI and automation will drive the new industrial wave. So again &mdash think about it: how many data centers will it take to power AI for large-scale industrial jobs?

 

I don' t disagree with you that AI-enabled DC is a good play.   But if you want to invest in this, Keppel DC REIT (which owns Keppel SGP-7/8) or Digital Core REIT are better choices.   JPM is correct in downgrading MINT due to its DC portfolio being obsolete.

Like I already said, DC that is needed to run AI workloads are very different as they require much higher power density and cooling.   Retrofitting is expensive and not always possible due to surrounding power grids and network connections.

If you want to know the difference, go read up on Singtel' s upcoming Tuas DC.   Or Keppel' s SGP-7/8.   Note that Singtel Tuas required collaboration with SP Power to ensure that the power grid can support the building.

Apple doesn' t need Mapletree.   They have their own DC like the Mesa DC in Arizona.   In fact, none of the hyperscalers do as they own their own. 

dontbetray      ( Date: 07-May-2025 13:27) Posted: guys may I have ur undivided attentions! People are underestimating Trump &mdash especially China and others &mdash thinking he' s foolish for wanting to bring industrial activity back to the U.S. But what they don&rsquo t realize is that Trump doesn&rsquo t plan to rely on American workers for these jobs. Instead, he&rsquo s counting on AI-powered robots to handle the work. The real question is: how many data centers will be needed to power the AI systems that can run industrial operations? Let&rsquo s be real &mdash the companies investing trillions in the U.S. aren&rsquo t going to rely on expensive American labor. Of course, they&rsquo ll turn to AI to cut costs. Mapletree already has available data centers, and Apple recently announced that it' s repurposing its Arizona factory to manufacture iPhones which   Mapletree has available factory in Arizona . This shows the shift is already happening &mdash AI and automation will drive the new industrial wave. So again &mdash think about it: how many data centers will it take to power AI for large-scale industrial jobs?

 

BREAKING: President Trump says an &ldquo Earth-shattering&rdquo announcement is coming.

It is unclear exactly what this " Earth-shattering" announcement is pertaining to.

However, Trump said " it is not about trade" and that it is going to be something " positive."

We will update once announced.

Follow us for real time analysis as this develops.

 

I know you following my back,  Blunderyt

dontbetray      ( Date: 07-May-2025 13:27) Posted: guys may I have ur undivided attentions! People are underestimating Trump &mdash especially China and others &mdash thinking he' s foolish for wanting to bring industrial activity back to the U.S. But what they don&rsquo t realize is that Trump doesn&rsquo t plan to rely on American workers for these jobs. Instead, he&rsquo s counting on AI-powered robots to handle the work. The real question is: how many data centers will be needed to power the AI systems that can run industrial operations? Let&rsquo s be real &mdash the companies investing trillions in the U.S. aren&rsquo t going to rely on expensive American labor. Of course, they&rsquo ll turn to AI to cut costs. Mapletree already has available data centers, and Apple recently announced that it' s repurposing its Arizona factory to manufacture iPhones which   Mapletree has available factory in Arizona . This shows the shift is already happening &mdash AI and automation will drive the new industrial wave. So again &mdash think about it: how many data centers will it take to power AI for large-scale industrial jobs?

 

guys may I have ur undivided attentions!

People are underestimating Trump &mdash especially China and others &mdash thinking he' s foolish for wanting to bring industrial activity back to the U.S.

But what they don&rsquo t realize is that Trump doesn&rsquo t plan to rely on American workers for these jobs. Instead, he&rsquo s counting on AI-powered robots to handle the work.

The real question is: how many data centers will be needed to power the AI systems that can run industrial operations?

Let&rsquo s be real &mdash the companies investing trillions in the U.S. aren&rsquo t going to rely on expensive American labor. Of course, they&rsquo ll turn to AI to cut costs.

Mapletree already has available data centers, and Apple recently announced that it' s repurposing its Arizona factory to manufacture iPhones which   Mapletree has available factory in Arizona . This shows the shift is already happening &mdash AI and automation will drive the new industrial wave.

So again &mdash think about it: how many data centers will it take to power AI for large-scale industrial jobs?

 

Like I said, go learn a little about why REITs are created and then go look at why Paragon is being delisted.

dontbetray      ( Date: 07-May-2025 08:51) Posted: Mate  look at paragon and other attempted to take exercise  BinderyT      ( Date: 05-May-2025 23:20) Posted: Dude, if you understand the business model of REITs, you won' t be talking about privatization. There is a reason why REITs are required to give out 90% of its profit as dividends by law.

 

Mate 
look at paragon and other attempted to take exercise 

BinderyT      ( Date: 05-May-2025 23:20) Posted: Dude, if you understand the business model of REITs, you won' t be talking about privatization. There is a reason why REITs are required to give out 90% of its profit as dividends by law.   dontbetray      ( Date: 05-May-2025 19:52) Posted: Hopefully they can privatjae

 

Dude, if you understand the business model of REITs, you won' t be talking about privatization.
There is a reason why REITs are required to give out 90% of its profit as dividends by law.
 

dontbetray      ( Date: 05-May-2025 19:52) Posted: Hopefully they can privatjaed Goldfinger      ( Date: 05-May-2025 17:35) Posted: This is one of those stable REITS which I expect to pay me and my kid (upon bequest) dividends for a long long long time.

 

DCs that are to be used to host huge AI workloads are custom designed and cannot use traditional DCs.
Power density is as much as 8-10x higher and rack layouts need to accommodate AI hw stacks.
These challenges go beyond just the DC to the networks and power requirements coming into it.
At the moment, entire parks are being designed to accommodate these new AI DCs.  

Good example -  https://www.costar.com/article/573467529/nations-first-stargate-data-center-in-west-texas-is-already-in-expansion-mode

chengwh1      ( Date: 05-May-2025 19:52) Posted: Appreciated your input, gentlemen,... But it looks to me like these US DCs are starting to give problems as each one' s tenancy becomes due,... and further to this,... MINT is also thinking of acquiring the remaining 50% of the data centres from the sponsor, I think the name is Mapletree Rosewood, Inc,... This is worrrying. Secondly,... the data centres are,... I suspect, not so ' AI-ready' ,... judging from the things read and heard,.......

 

Hopefully they can privatjaed

Goldfinger      ( Date: 05-May-2025 17:35) Posted: This is one of those stable REITS which I expect to pay me and my kid (upon bequest) dividends for a long long long time.

 

Appreciated your input, gentlemen,...

But it looks to me like these US DCs are starting to give problems as each one' s tenancy becomes due,... and further to this,... MINT is also thinking of acquiring the remaining 50% of the data centres from the sponsor, I think the name is Mapletree Rosewood, Inc,... This is worrrying.

Secondly,... the data centres are,... I suspect, not so ' AI-ready' ,... judging from the things read and heard,.......

 

This is one of those stable REITS which I expect to pay me and my kid (upon bequest) dividends for a long long long time.

 

Ah Cheng 

that supposed catalyst ended up a burdensome bcz Japan increased rate n no plan to cut 

focus on new catalyst 

1. Apple looking for Arizona factory to build phone. MINT has facilities. 

2. Trump  mandate A.I. n identify 13 states which MINT has available reit for A.I. data room 

I got a reply from MINT investor relationship 
 

The White House&rsquo s policy announcements in the areas of Energy, DEI, Education, Agriculture and International Relations seemed to have a domestic impact. At the moment, details on Department of Energy&rsquo s identification of federal sites for data centre and AI infrastructure development are limited. It may be a positive development as it would help the advancement of AI and clean energy, which could support the demand for data centre space. 

 

Thank you.

 

Regards,

 

CHENG Mui Lian

Investor Relations and Sustainability

Mapletree Industrial Trust Management Ltd.

DID:  +65 6377 4536



look at the volume today 


 

   

chengwh1      ( Date: 05-May-2025 13:26) Posted: Yeah bro,... thank you. Is there any proforma values on how much will the final completion of Osaka fitting-out works contribute the dpu accretion ? PiRPiR      ( Date: 05-May-2025 13:19) Posted: 11:09 PM EDT, 05/04/2025 (MT Newswires) -- Mapletree Industrial Trust (SGX:ME8U) completed the final phase of fitting-out works at a data center in Osaka, Japan, according to a filing with the Singapore Exchange on Friday. The trust had acquired the data center in 2023 and the fitting out was carried over four phases. The trust's portfolio comprises 13 data centers.

 

Yeah bro,... thank you. Is there any proforma values on how much will the final completion of Osaka fitting-out works contribute the dpu accretion ?

PiRPiR      ( Date: 05-May-2025 13:19) Posted: 11:09 PM EDT, 05/04/2025 (MT Newswires) -- Mapletree Industrial Trust (SGX:ME8U) completed the final phase of fitting-out works at a data center in Osaka, Japan, according to a filing with the Singapore Exchange on Friday. The trust had acquired the data center in 2023 and the fitting out was carried over four phases. The trust's portfolio comprises 13 data centers.

 

11:09 PM EDT, 05/04/2025 (MT Newswires) -- Mapletree Industrial Trust (SGX:ME8U) completed the final phase of fitting-out works at a data center in Osaka, Japan, according to a filing with the Singapore Exchange on Friday.

The trust had acquired the data center in 2023 and the fitting out was carried over four phases.

The trust's portfolio comprises 13 data centers.

 

BinderyT      ( Date: 04-May-2025 15:42) Posted: I didn' t read but this might be useful for you. https://seekingalpha.com/article/4781369-mapletree-industrial-trust-mapif-q4-2024-earnings-call-transcript chengwh1      ( Date: 03-May-2025 13:16) Posted: Osaka fitting-out works have been completed. How much will this help to mitigate the risks from the US properties moving fwd ?

 

I didn' t read but this might be useful for you.

https://seekingalpha.com/article/4781369-mapletree-industrial-trust-mapif-q4-2024-earnings-call-transcript

chengwh1      ( Date: 03-May-2025 13:16) Posted: Osaka fitting-out works have been completed. How much will this help to mitigate the risks from the US properties moving fwd ?