Seems like both MT were trying

Seems like both MT were trying to pivot too, and I was surprised it looked so bad, their fundamentals look right though.
There is still time to adjust to the lower interest rates, so that would be the easy lever to pull. It would also be wise to look to get ahead of their remaining tenancies and lock up the leases to calm the nerves of investors (I recall that one of the two had an average of less than 3 years which sounds shaky).
It is also worrying that their DPUs are dropping, while in contrast OUE is going up.
Undoubtedly, OUE emerged as the dark horse, +8.3% is impressive, totally unexpected.

S-REITs Earnings Week Overload: Who Is Powering Your Portfolio?

This week’s SGX earnings season is incredibly busy, featuring: Mapletree Logistics Trust (M44U), OUE REIT (TS0U), Mapletree Industrial Trust (ME8U), CapitaLand Ascott Trust (HMN), Micro Mechanics (5DD), Netlink Trust (CJLU), Starhill Global REIT (P40U), CDL Hospitality Trusts (J85), Keppel DC REIT (AJBU), and Mapletree Pan Asia Commercial Trust (N2IU). One-Sentence Review: Sum up your thoughts on any SGX earnings report released this week in just one sentence. Show Your P/L (The Screenshot Challenge)

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