$MAPLETREE NORTH ASIA COMM TR(

2021-12-31

$MAPLETREE NORTH ASIA COMM TR(RW0U.SI)$$MAPLETREE COMMERCIAL TRUST(N2IU.SI)$ Merger news are out.

Each MACT unit can be converted to:

0.5009 MCT units + $0.1912

Or 0.5964 MCT units

However with MCT, Dividends yield will drop to 4.7%, current MACT dividend uield is about 6%. So basically you are selling the golden egg at a premium.

MCT also get to buy the assets at NAV, whichis a good deal given the avg valuation of reits is about 1.1-1.2x P/B

So MCT gets a very good deal. NAC can also shed its reputation of being a HK stock. But in terms of benefits, MCT benefit more.

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Comments

SPOT_ON
2022-01-05
SPOT_ON
RCEP - WORLD'S LARGEST FREE TRADE AGREEMENT JUST KICK OFF AFTER 10 YEARS OF HARD NEGOTIATIONS

SHIPPING PORTS WILL EXPERIENCE UNPRECEDENTED BOOM

$HUTCHISON PORT HOLDINGS TRUST(NS8U.SI)$
- SPOT_ON:
  HPHT PAY 9% DIVIDEND YIELD HIGHER THAN ANY OTHER REITS
  
  TRADE AT ONLY 0.56x BOOK VALUE/NAV
  
  P/E :11
  
  👍 👍 👍 👍 👍 👍 👍 👍
Samlunch
2022-01-03
Samlunch
Expect mct to sell down. Pro forma yield is 5.5% at $1.72
Maddy1234
2022-01-04
Maddy1234
good stock
Lao Tzu Ang
2022-01-04
Lao Tzu Ang
Survival
Kriminot
2022-01-06
Kriminot
its voting time!
Moolele
2022-01-05
Moolele
10% drop in 2 days, sick

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