Mapletree Ind Tr    Last:1.96    +0.02

MAPLETREE Industrial Trust (MIT)

I advise don't keep track. We go crazy.

Rather the key is still increasing revenues and rental reversion and uplifts. Business revenue increases shld outpace net finance costs.

Go for big boys. They have better diversification across countries and industries.

But if there is a recession, reits will be hit hard

chengwh1      ( Date: 12-Mar-2025 14:30) Posted: This ' future expected interest rates' keep shifting badly till we can' t even keep track. For REITs and their planning purposes and to do their reportings, yeah,... for investors,.. not so applicable. MrBear12      ( Date: 12-Mar-2025 13:22) Posted: Actual is important but much of the reits expected cost of debt comes from future expected interest rates when refinancing.

 

This ' future expected interest rates' keep shifting badly till we can' t even keep track. For REITs and their planning purposes and to do their reportings, yeah,... for investors,.. not so applicable.

MrBear12      ( Date: 12-Mar-2025 13:22) Posted: Actual is important but much of the reits expected cost of debt comes from future expected interest rates when refinancing. chengwh1      ( Date: 12-Mar-2025 13:19) Posted: Bro Bear,... somehow, I will still focus on the actual interest rate movement, rather than looking at the 10-year yields which are just indicative in nature. These yields move on expectations of future interest rate movements,... for which we are already looking closely at

 

Actual is important but much of the reits expected cost of debt comes from future expected interest rates when refinancing.

chengwh1      ( Date: 12-Mar-2025 13:19) Posted: Bro Bear,... somehow, I will still focus on the actual interest rate movement, rather than looking at the 10-year yields which are just indicative in nature. These yields move on expectations of future interest rate movements,... for which we are already looking closely at. MrBear12      ( Date: 12-Mar-2025 11:50) Posted: I was caught off guard by the drop in 10 year treasury yields. And yes, reits seem to be making a turn. All the best investing here

 

Bro Bear,... somehow, I will still focus on the actual interest rate movement, rather than looking at the 10-year yields which are just indicative in nature. These yields move on expectations of future interest rate movements,... for which we are already looking closely at.

MrBear12      ( Date: 12-Mar-2025 11:50) Posted: I was caught off guard by the drop in 10 year treasury yields. And yes, reits seem to be making a turn. All the best investing here. beng1102      ( Date: 12-Mar-2025 11:38) Posted: Clearly it is making a u turn.  So much buying interest and it is likely to continue

 

Not all REITs are rushing up at the same speed. I know my CICT really sped-up in the last 2 days, but FEHT, KIT, Aims Apac, MPACT and CCT are at snail-speed or just whipsawing up and down. Interest rates might move in either direction. Hence,... REITs might take either direction in future,... the only thing we can do is to select the ' stronger' REITs. This will cater to a rising interest rate if this does happen.

 

Also mean short sellers are in hurry to short cover.  As of 28 Feb 2025 open short postion is  23,354,541 shares.   

MrBear12      ( Date: 12-Mar-2025 11:50) Posted: I was caught off guard by the drop in 10 year treasury yields. And yes, reits seem to be making a turn. All the best investing here. beng1102      ( Date: 12-Mar-2025 11:38) Posted: Clearly it is making a u turn.  So much buying interest and it is likely to continue

 

I was caught off guard by the drop in 10 year treasury yields.

And yes, reits seem to be making a turn.

All the best investing here.

beng1102      ( Date: 12-Mar-2025 11:38) Posted: Clearly it is making a u turn.  So much buying interest and it is likely to continue. Delvyss      ( Date: 12-Mar-2025 09:27) Posted: Valid point.  Win-win for all if Reits movement is acroos the board

 

Clearly it is making a u turn.  So much buying interest and it is likely to continue.

Delvyss      ( Date: 12-Mar-2025 09:27) Posted: Valid point.  Win-win for all if Reits movement is acroos the board. BinderyT      ( Date: 11-Mar-2025 15:31) Posted: No need to fight over which REIT (or Property Manager) is better.   In my opinion, these are currently the best investments unless you believe rates will stay high for many more years.   In meantime, just collect dividends.

 

Valid point. 

Win-win for all if Reits movement is acroos the board.

BinderyT      ( Date: 11-Mar-2025 15:31) Posted: No need to fight over which REIT (or Property Manager) is better.   In my opinion, these are currently the best investments unless you believe rates will stay high for many more years.   In meantime, just collect dividends.

 

In today' s ' higher for longer' environment,... we must select the right REITs. Hence, discussions are impt..........

BinderyT      ( Date: 11-Mar-2025 15:31) Posted: No need to fight over which REIT (or Property Manager) is better.   In my opinion, these are currently the best investments unless you believe rates will stay high for many more years.   In meantime, just collect dividends.

 

No need to fight over which REIT (or Property Manager) is better.   In my opinion, these are currently the best investments unless you believe rates will stay high for many more years.   In meantime, just collect dividends.

 

Beg to disagree,...
1) CICT pays twice a year BUT MINT pays 4 times a year.
2) CICT is only in SG,... MINT is in SG, USA & today, expanding to Japan too.
3) At today' s price, CICT' s yield is 5.44% BUT MINT' s yield is 6.5%, tho' has a risk of dropping by 2-3% moving fwd.

I have both.

 

A lot of retail cut at 2 and below....

dontbetray      ( Date: 11-Mar-2025 13:41) Posted: Oh really bear  how about get your gang animal to hype and short as you always for Yzj ship MrBear12      ( Date: 10-Mar-2025 07:29) Posted: Avoid. Go for CICT instead at same price.

 

Oh really bear 

how about get your gang animal to hype and short as you always for Yzj ship

MrBear12      ( Date: 10-Mar-2025 07:29) Posted: Avoid. Go for CICT instead at same price.

 

Avoid.
Go for CICT instead at same price.

 

Mapletree Industrial Trust (SGX: ME8U) is a REIT (Real Estate Investment Trust) that primarily focuses on industrial properties and data centers. Its stock performance is influenced by both local and international bellwether stocks in the real estate and data center sectors.

1. Local (Singapore) Bellwether Stocks ME8U May Follow

• Ascendas REIT (SGX: A17U) &ndash The largest industrial and business space REIT in Singapore often sets the trend for the sector.
• Mapletree Logistics Trust (SGX: M44U) &ndash A logistics-focused REIT under the same sponsor (Mapletree), making it a close peer.
• Keppel DC REIT (SGX: AJBU) &ndash Singapore&rsquo s only pure-play data center REIT, which influences sentiment towards MIT&rsquo s data center assets.
• CapitaLand Ascendas REIT (SGX: A17U) &ndash A diversified REIT with industrial and business park exposure, affecting market trends for MIT.

2. International Bellwether Stocks ME8U May Follow

• Digital Realty Trust (NYSE: DLR) &ndash One of the largest global data center REITs its performance impacts investor sentiment towards MIT&rsquo s data center business.
• Equinix (NASDAQ: EQIX) &ndash A top global data center operator that influences the valuation and demand for data center properties.
• Prologis (NYSE: PLD) &ndash A major industrial REIT that affects sentiment in logistics and industrial real estate.
• Iron Mountain (NYSE: IRM) &ndash A key player in storage and data center infrastructure, overlapping with MIT&rsquo s asset classes.

3. Market & Sector Correlations

• U.S. Treasury Yields &ndash Since REITs rely on debt financing, rising bond yields often negatively impact their stock prices.
• Interest Rate Trends in Singapore & the U.S. &ndash Higher interest rates reduce REIT profitability and investor demand.
• Tech Sector Trends &ndash Since MIT has strong exposure to data centers, its performance may correlate with tech stocks like Amazon (AWS), Microsoft (Azure), and Google (GCP), which drive data center demand.

Conclusion

MIT&rsquo s performance is closely linked to Singapore&rsquo s industrial REITs (Ascendas REIT, Keppel DC REIT) and global data center REITs (Digital Realty, Equinix). It also reacts to interest rate movements and tech industry trends, making it sensitive to macroeconomic conditions.

 

Its $1.90.....lets see it reach there boh....when predicted FLT at 85ct was vry zhun....

chengwh1      ( Date: 04-Mar-2025 22:20) Posted: If my memory serves me well,... the recent target price of JPM was $1.97. Is the mkt holding here ?

 

If my memory serves me well,... the recent target price of JPM was $1.97. Is the mkt holding here ?

 

Yes, I agree.   I guess they think it is not material information.   Let' s go sue them :)

behonest      ( Date: 04-Mar-2025 11:35) Posted: i think the problem lie with MINT for not being transparent to investor.  how could they tell fund house first n let fund house share sell first and share with public with their report many months  later BinderyT      ( Date: 04-Mar-2025 10:35) Posted: Yield/rate drop is generally good for REITs due to reduced cost of borrowing.   But yields have been dropping due to recession fear, which is over-riding the positive effects of dropping yields

 

i think the problem lie with MINT for not being transparent to investor. 

how could they tell fund house first n let fund house share sell first and share with public with their report many months  later

BinderyT      ( Date: 04-Mar-2025 10:35) Posted: Yield/rate drop is generally good for REITs due to reduced cost of borrowing.   But yields have been dropping due to recession fear, which is over-riding the positive effects of dropping yields. halleluyah      ( Date: 04-Mar-2025 10:31) Posted: then fed will cut rate ..