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Latest Forum Topics / Mapletree Ind Tr    Last:2.34    +0.03  Post Reply
MAPLETREE Industrial Trust (MIT)
tonylim
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24-Oct-2010 22:31     
 
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 Alert Admin 		Watch out for CWT and CACHE which provides highr yield at 8.8 percnt

Zelphon      ( Date: 24-Oct-2010 22:07) Posted:

Yeah... U must be another GONG KIA...

 Pls refer to this link..

 http://reitdata.com/

MIT vs MLT...

1) MLT has a more globally diversified portfolio

2) MLT and MIT have same NAV

3) MLT current yield of 6.921% at current price of $0.89, is better than MIT current yield of 6.331% at current price of $1.11

4) Both MIT and MLT has similar gearing level..

5) Both MIT and MLT has  the same backer (i.e. Temasek)

6) Both MIT and MLT has same management..

7) MLT has a longer track record than MIT..

8) MLT has more room to grow due to its knowhow in global acquisition

 

Is MLT undervalued or MIT overvalued????

U decide bah...

 

 

 

 

 

 



CheongCK      ( Date: 24-Oct-2010 20:51) Posted:

MIT compared to Mapletree Logistic Trust looks via their dividend payout the yield is about 4.95% which means comparatively MIT shout fetch about $1.38.

 
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Zelphon
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24-Oct-2010 22:07     
 
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Yeah... U must be another GONG KIA...

 Pls refer to this link..

 http://reitdata.com/

MIT vs MLT...

1) MLT has a more globally diversified portfolio

2) MLT and MIT have same NAV

3) MLT current yield of 6.921% at current price of $0.89, is better than MIT current yield of 6.331% at current price of $1.11

4) Both MIT and MLT has similar gearing level..

5) Both MIT and MLT has  the same backer (i.e. Temasek)

6) Both MIT and MLT has same management..

7) MLT has a longer track record than MIT..

8) MLT has more room to grow due to its knowhow in global acquisition

 

Is MLT undervalued or MIT overvalued????

U decide bah...

 

 

 

 

 

 



CheongCK      ( Date: 24-Oct-2010 20:51) Posted:

MIT compared to Mapletree Logistic Trust looks via their dividend payout the yield is about 4.95% which means comparatively MIT shout fetch about $1.38.

 



Zelphon      ( Date: 23-Oct-2010 22:48) Posted:



U should compare with Mapletree Logistic Trust...

 

 
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pcxiao2008
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24-Oct-2010 21:33     
 
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 Alert Admin 		me too are stuck at 1.17 and 1.19...so crossing my fingers that tml will be better...

bofbof      ( Date: 24-Oct-2010 14:15) Posted:

when do u think it will rebound back? 1 week? 2 weeks or longer? i am getting so nervous watching the price drops...

how would you ddefine Long term?



Noob79      ( Date: 23-Oct-2010 08:27) Posted:

Dun worry...can u hold them??Just drag or hold.......i believe it will be around the corner le.By next week. Moday mayb drop a 2-3 cent then rebound abit liao.... Tuesday mayb will see real rebound. Wun drop that much liao.... Be confident... i am also going to buy 10 lots using cpf next week :) The stock now increased less than 20% of the IPO which look attractive....REITS keep long term can at least increase 80% of the IPO price... like Ascott Reits, Suntec Reits..
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CheongCK
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24-Oct-2010 20:51     
 
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MIT compared to Mapletree Logistic Trust looks via their dividend payout the yield is about 4.95% which means comparatively MIT shout fetch about $1.38.

 



Zelphon      ( Date: 23-Oct-2010 22:48) Posted:



U should compare with Mapletree Logistic Trust...

 

 
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bofbof
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24-Oct-2010 14:15     
 
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when do u think it will rebound back? 1 week? 2 weeks or longer? i am getting so nervous watching the price drops...

how would you ddefine Long term?



Noob79      ( Date: 23-Oct-2010 08:27) Posted:

Dun worry...can u hold them??Just drag or hold.......i believe it will be around the corner le.By next week. Moday mayb drop a 2-3 cent then rebound abit liao.... Tuesday mayb will see real rebound. Wun drop that much liao.... Be confident... i am also going to buy 10 lots using cpf next week :) The stock now increased less than 20% of the IPO which look attractive....REITS keep long term can at least increase 80% of the IPO price... like Ascott Reits, Suntec Reits..



bofbof      ( Date: 22-Oct-2010 23:12) Posted:



Noob79, the problem is im HEAVILY vested at $1.19!! this time sure die....

 
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junction
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24-Oct-2010 09:00     
 
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 Alert Admin 		Agree MIT has good yield but disagree on A reit yield of 5.33%.  Latest declared dividend for the quarter is 3.3 cts and retail investors should expect nothing less (tax free too), which works out to a yield of 6.346%.  Even if you subtract 0.3 ct (sorry I can't find any subnote about retail investors getting only 3 cts), the yield is still higher than Reuter's  calculation of 5.33%.  How this 5.33% is calculated is a mystery. 

CheongCK      ( Date: 23-Oct-2010 22:31) Posted:

Base on Reuters. as posted in the link. Ascendas had deferment of 0.3% as in the Q report.

Look in Ascendas Reit which had been listed since 2002 (8years), one of the highest consistent yield today.

Ascendas NAV today is at $1.57 (after operating for 8 years, paying back liabilities for 8 years) compared with current trading at $2.08 ratio of (1 in 1.325) and traded at $2.27 (1 in 1.446) in sept 2010.

Ascendas historical high is at $3:32

MIT NAV at 0.86, at listing, open at 1.15 ( 1 in 1.337) at MIT ($1.24 at 1 in 1.446)

The point is MIT is one of highest yield.



junction      ( Date: 23-Oct-2010 21:07) Posted:

Where did you get the figure that Ascendas reit yield is 5.33%.  Should it be 6.346% at $2.08? 



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Zelphon
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23-Oct-2010 22:48     
 
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U should compare with Mapletree Logistic Trust...

 

 
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CheongCK
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23-Oct-2010 22:31     
 
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Base on Reuters. as posted in the link. Ascendas had deferment of 0.3% as in the Q report.

Look in Ascendas Reit which had been listed since 2002 (8years), one of the highest consistent yield today.

Ascendas NAV today is at $1.57 (after operating for 8 years, paying back liabilities for 8 years) compared with current trading at $2.08 ratio of (1 in 1.325) and traded at $2.27 (1 in 1.446) in sept 2010.

Ascendas historical high is at $3:32

MIT NAV at 0.86, at listing, open at 1.15 ( 1 in 1.337) at MIT ($1.24 at 1 in 1.446)

The point is MIT is one of highest yield.



junction      ( Date: 23-Oct-2010 21:07) Posted:

Where did you get the figure that Ascendas reit yield is 5.33%.  Should it be 6.346% at $2.08? 



CheongCK      ( Date: 23-Oct-2010 20:52) Posted:

Base on Reuters Ascendas Reit Yield at 2.08cents is 5.33 percent.
MIT if yield at 5.33% is $1.31, for a good yield in investment for Reit a Yield of 5% is good, or MIT at $1.40.
Bon3260 is right.
MIT property rental is currently 20% below market rental means tenancy are stable, and rental yield is set to rise 5% yearly.
NAV is 0.86 and TAV is 1.53, 55% of property is all paid up. Loan repayment is sustainable.
MIT property consist of only 20% of business park buildings and the rest is Flatted Factory, Ramp up factory and light buildings which building cost maintainance is much lower and easier to maintain than properties held by Ascendas reit.
I expect MIT yield to increase steadily and
I will expect Ascendas Reit yield to drop further due to deterioration of Biomedical growth.
We invest into the future growth and yield.
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junction
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23-Oct-2010 21:07     
 
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 Alert Admin 		Where did you get the figure that Ascendas reit yield is 5.33%.  Should it be 6.346% at $2.08? 



CheongCK      ( Date: 23-Oct-2010 20:52) Posted:

Base on Reuters Ascendas Reit Yield at 2.08cents is 5.33 percent.
MIT if yield at 5.33% is $1.31, for a good yield in investment for Reit a Yield of 5% is good, or MIT at $1.40.
Bon3260 is right.
MIT property rental is currently 20% below market rental means tenancy are stable, and rental yield is set to rise 5% yearly.
NAV is 0.86 and TAV is 1.53, 55% of property is all paid up. Loan repayment is sustainable.
MIT property consist of only 20% of business park buildings and the rest is Flatted Factory, Ramp up factory and light buildings which building cost maintainance is much lower and easier to maintain than properties held by Ascendas reit.
I expect MIT yield to increase steadily and
I will expect Ascendas Reit yield to drop further due to deterioration of Biomedical growth.
We invest into the future growth and yield.


Bon3260      ( Date: 23-Oct-2010 16:37) Posted:

I repeat, pls ignore those noises...

U'll c MIT reaches 1.40 in few wks time. B patients...

 

Note: MIT as @ 22-Oct-2010 (Fri) last 1.11.

 

4 those fresh bloods if got doubts. Pls read my posting in tis SJ abt SoundGlobal (Epure Int), Osim, Frencken, Innotek, Hi-P, Spindex & Meiban Gp (Meiban Gp cming soon)...

 

('',)
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CheongCK
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23-Oct-2010 20:52     
 
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Base on Reuters Ascendas Reit Yield at 2.08cents is 5.33 percent.
MIT if yield at 5.33% is $1.31, for a good yield in investment for Reit a Yield of 5% is good, or MIT at $1.40.
Bon3260 is right.
MIT property rental is currently 20% below market rental means tenancy are stable, and rental yield is set to rise 5% yearly.
NAV is 0.86 and TAV is 1.53, 55% of property is all paid up. Loan repayment is sustainable.
MIT property consist of only 20% of business park buildings and the rest is Flatted Factory, Ramp up factory and light buildings which building cost maintainance is much lower and easier to maintain than properties held by Ascendas reit.
I expect MIT yield to increase steadily and
I will expect Ascendas Reit yield to drop further due to deterioration of Biomedical growth.
We invest into the future growth and yield.


Bon3260      ( Date: 23-Oct-2010 16:37) Posted:

I repeat, pls ignore those noises...

U'll c MIT reaches 1.40 in few wks time. B patients...

 

Note: MIT as @ 22-Oct-2010 (Fri) last 1.11.

 

4 those fresh bloods if got doubts. Pls read my posting in tis SJ abt SoundGlobal (Epure Int), Osim, Frencken, Innotek, Hi-P, Spindex & Meiban Gp (Meiban Gp cming soon)...

 

('',)



Bon3260      ( Date: 22-Oct-2010 17:27) Posted:

MIT's chart not nice liao...

Over sold... Confirm nxt mth'll hv a technical rebounce.

 

Few wks later MIT'll hit 1.40...

 

 

Note: MIT as @ 22-Oct-2010 (Fri) last 1.11.

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Zhiwei
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23-Oct-2010 18:40     
 
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Agreed ! the current px would not be sustained at 1.11 and rebounce to 1.40 so soon due to div play. I'm looking to load more if further drop to below 1.08 barrier.

If further drop below 1.00. better becareful liao ...BB all run road liao (word that one of the OLD man usually used)

For long term investment and looking for div play investor...be wary, dun rush into so soon untill the cloud is clear. This is just my opinion. DYODD!

 



nickyng      ( Date: 23-Oct-2010 18:27) Posted:

it is collectively agreed that this burger is a dividend play...so if the stock price go up the dividend yield will go down...at current price level the yeild is not attractive...likely it will drop below $1.10 next week...until at least 1.03 level... :P

Bon3260      ( Date: 23-Oct-2010 16:37) Posted:

I repeat, pls ignore those noises...

U'll c MIT reaches 1.40 in few wks time. B patients...

 

Note: MIT as @ 22-Oct-2010 (Fri) last 1.11.

 

4 those fresh bloods if got doubts. Pls read my posting in tis SJ abt SoundGlobal (Epure Int), Osim, Frencken, Innotek, Hi-P, Spindex & Meiban Gp (Meiban Gp cming soon)...

 

('',)
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nickyng
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23-Oct-2010 18:27     
 
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 Alert Admin 		it is collectively agreed that this burger is a dividend play...so if the stock price go up the dividend yield will go down...at current price level the yeild is not attractive...likely it will drop below $1.10 next week...until at least 1.03 level... :P

Bon3260      ( Date: 23-Oct-2010 16:37) Posted:

I repeat, pls ignore those noises...

U'll c MIT reaches 1.40 in few wks time. B patients...

 

Note: MIT as @ 22-Oct-2010 (Fri) last 1.11.

 

4 those fresh bloods if got doubts. Pls read my posting in tis SJ abt SoundGlobal (Epure Int), Osim, Frencken, Innotek, Hi-P, Spindex & Meiban Gp (Meiban Gp cming soon)...

 

('',)



Bon3260      ( Date: 22-Oct-2010 17:27) Posted:

MIT's chart not nice liao...

Over sold... Confirm nxt mth'll hv a technical rebounce.

 

Few wks later MIT'll hit 1.40...

 

 

Note: MIT as @ 22-Oct-2010 (Fri) last 1.11.

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Zhiwei
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23-Oct-2010 18:08     
 
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Bonbon(OJG), Base on what's ground you said MIT hit $1.40 in a few weeks time? It's almost 27% hike base on last friday closing ($1.11). Thought?

 

 

 

 



Bon3260      ( Date: 23-Oct-2010 16:37) Posted:

I repeat, pls ignore those noises...

U'll c MIT reaches 1.40 in few wks time. B patients...

 

Note: MIT as @ 22-Oct-2010 (Fri) last 1.11.

 

4 those fresh bloods if got doubts. Pls read my posting in tis SJ abt SoundGlobal (Epure Int), Osim, Frencken, Innotek, Hi-P, Spindex & Meiban Gp (Meiban Gp cming soon)...

 

('',)



Bon3260      ( Date: 22-Oct-2010 17:27) Posted:

MIT's chart not nice liao...

Over sold... Confirm nxt mth'll hv a technical rebounce.

 

Few wks later MIT'll hit 1.40...

 

 

Note: MIT as @ 22-Oct-2010 (Fri) last 1.11.

('',)
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E-war
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23-Oct-2010 18:02     
 
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 Alert Admin 		Relax dude, even if u bought at a high, u probly won't make a loss on this counter if u dun speculate in it.

alexwong      ( Date: 23-Oct-2010 15:22) Posted:



Damn lousy share.. if i've know nav 0.86 will never touch this share also.. I've in hands shares of Frasercomm.. Should have invested all in that rather than this!! Lan Lan now have to keep it rather than sell at a loss... Lucky making money from Frasercomm.. if not die faster!! This IPO stock has killed alot of ppl from what i have seen.. sad!
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ygc91285
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23-Oct-2010 17:09     
 
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A-reits (market cap = $3934mil), revenue 100% from spore


P/BV = 1.33 approx

Div = 7.1% projected FY11


 


MIT


Book Value = $0.86

Dividend = Approx $0.074
Price Yield P/BV
0.930 8.00% 1.081
1.000 7.44% 1.163
1.050 7.09% 1.221
1.060 7.02% 1.233
1.100 6.76% 1.279
1.110 6.70% 1.291
1.120 6.64% 1.302
1.130 6.58% 1.314
1.140 6.53%

1.326


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Bon3260
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23-Oct-2010 16:37     
 
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I repeat, pls ignore those noises...

U'll c MIT reaches 1.40 in few wks time. B patients...

 

Note: MIT as @ 22-Oct-2010 (Fri) last 1.11.

 

4 those fresh bloods if got doubts. Pls read my posting in tis SJ abt SoundGlobal (Epure Int), Osim, Frencken, Innotek, Hi-P, Spindex & Meiban Gp (Meiban Gp cming soon)...

 

('',)



Bon3260      ( Date: 22-Oct-2010 17:27) Posted:

MIT's chart not nice liao...

Over sold... Confirm nxt mth'll hv a technical rebounce.

 

Few wks later MIT'll hit 1.40...

 

 

Note: MIT as @ 22-Oct-2010 (Fri) last 1.11.

('',)



Bon3260      ( Date: 22-Oct-2010 14:31) Posted:

Over sold shd b hv a technical rebounce.

Of cos not today... Mayb nxt wk.

But MIT wun end up like dat lah...

Few wks later, MIT smelly smelly 1.40 can reach lah... (in Hokkien)

 

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alexwong
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23-Oct-2010 15:22     
 
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Damn lousy share.. if i've know nav 0.86 will never touch this share also.. I've in hands shares of Frasercomm.. Should have invested all in that rather than this!! Lan Lan now have to keep it rather than sell at a loss... Lucky making money from Frasercomm.. if not die faster!! This IPO stock has killed alot of ppl from what i have seen.. sad!
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teeth53
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23-Oct-2010 14:23     
 
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It closed off at MapletreeInd    Last:1.11   Vol:111950k    -0.05

It has out perform GLP in term of  profit premium in percentage term.



neutral      ( Date: 23-Oct-2010 00:16) Posted:

i think 1.05 coming , some say $1 even
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maxston
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23-Oct-2010 13:47     
 
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i got it from the sgx website

 

MISCELLANEOUS :: FINAL RATING OF BBB+; OUTLOOK STABLE FROM FITCH INC.Oct 21 2010 04:01:23 PM



Andrew      ( Date: 23-Oct-2010 01:46) Posted:

WOW....are you sure BBB+ for MIT ?   Because BBB is the last Investment Grade.

Did I miss something, I did not manage to find dilution and NAV info in the IPO Prosp ?

I flip the book two times leh.....

 



maxston      ( Date: 22-Oct-2010 17:36) Posted:



FINAL RATING OF BBB+; OUTLOOK STABLE FROM FITCH INC.


is this a expected rating for MIT?
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soloman
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23-Oct-2010 10:38     
 
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MIT - >>> NAV IS 86 CTS ............
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