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Yeah,... probably the only Mapletree counter that is going this way,...
I have Mapletree Logistics too. But this ctr is staying put at 1.20,... anybody has a theory pls ?
I have Mapletree Logistics too. But this ctr is staying put at 1.20,... anybody has a theory pls ?
Prices going up after accumulation
Risks of investing into a Data Centre REIT as below. If there is an outage, the tenant can just move everything out in a few weeks,... see the Servers Australia MD' s comments in the article : https://www.arnnet.com.au/article/633314/servers-australia-uproots-services-after-vocus-data-centre-outage/?utm_campaign=daily-pm-edition-2018-02-13& utm_medium=newsletter& eid=-4152& utm_source=daily-pm-edition
Can buy now?
Impressed that MINT just closed the placement at a small discount price of $1.90 and it was 3 times oversubscribed. All other REITs and Managers should learn from them.
This is one stock I wished I had poured more of my life savings into - ever increasing DPU and yield and DPU accretive investments despite private placements.
Yessssssssss,... I bought-in with the change in Investment Mandate,...............hence, as said this morning, ' in anticipation of good results this evening' ,......
Goldfinger ( Date: 24-Oct-2017 18:17) Posted:
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Great results, great DPU and major US data centre acquisitions with Mapletree.
Shortists please Attack - I so dearly want to buy so much more of this babe.
Shortists please Attack - I so dearly want to buy so much more of this babe.
I would think in anticipation of ' good results' to be released this evening,...
Goldfinger ( Date: 23-Oct-2017 16:30) Posted:
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Any idea why MINT is soaring again today?
Sorry,.. but I recalled the total dpu payout in whole of 2016 was substatially less than the total dpu payout for 2015,... when I was evaluating the family was Mapletree REITs, I remembered I discovered this,.. pls correct me if I' m wrong,...
Goldfinger ( Date: 01-Oct-2017 23:26) Posted:
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Very rare to see such a Reit with continuously improving DPU. With the push for DC overseas - will be more good news down the road. Both thumbs up!
If we look closer at the description in their new investment mandate, the DCs are for their international assets ambition, similar to Keppel DC REIT' s.
pasttime ( Date: 30-Sep-2017 00:58) Posted:
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Including DC is a good one. their tech customer HP can help.
plus singapore has advantage with no natural disaster. only downside is hot and humid so got spend more on energy.
plus singapore has advantage with no natural disaster. only downside is hot and humid so got spend more on energy.
MINT has broadened its investments scope to include Data Centres. This is,... I think similar to Keppel DC REIT' s investment mandate,... Will this bode well to its bottomline later on,... and will this further raise its sp ? Whatever it is,... the SG industrial properties will continue to drag it into the hole,... at least for now in this climate,...
However,... how will the new investment tactic offset the difficult industrial portfolio ? Data Centres have high capex, unlike other props.
However,... how will the new investment tactic offset the difficult industrial portfolio ? Data Centres have high capex, unlike other props.
Another quarter of continuous DPU growth - impressive in this climate. Well done MINT.
This counter has dropped quite a lot in the recent days. Any reason why ? It seems to have suffer bigger Trump effect.
MIT Price/NAV radar chart.
http://mystocksinvesting.com/singapore-reits/price-nav-radar-chart/singapore-reit-sector-radar-chart-for-pricenav/
Good for long term investment ... today' s news update :
Mapletree Industrial Trust: Credit ratings agency Fitch reaffirms the REIT' s long-term issuer default rating at BBB+ with a stable outlook.