Samlunch
10-22
$Mapletree Ind Tr(ME8U.SI)$  $Mapletree Log Tr(M44U.SI)$  $Mapletree PanAsia Com Tr(N2IU.SI)$  


I expect Mapletree REITs to report average or uninspiring financial results, potentially due to various factors such as market conditions, competition, or internal challenges.

As a GLC, they are not incentivised to generate returns for shareholders and their DPU growth has been very disappointing.

I predict that the REIT sector as a whole will experience a lackluster performance, due to external factors such as the Rising US 10-year yield.

The increasing yield on US 10-year Treasury bonds might lead to a rise in interest rates, making borrowing more expensive for REITs and reducing their attractiveness to investors.

Reits have shown to trade inversely with the 10 year yield; with Reit prices down as the yield climbs. 


SG Earnings: Is Mapletree PanAsia a Buy After 5% Drop?
Mapletree Pan Asia Commercial Trust's units fell sharply as weak second-quarter results and a revaluation of its Japan properties weighed on investor sentiment. Keppel Corporation reported a 14% increase in recurring income for the first nine months of 2024, driven by strong performance in asset management and operating income. Keppel REIT and Mapletree Logistics Trust's fell as distributable income drop, primarily caused by higher borrowing costs and lower divestment gains. ------------- At what price would you buy them?
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