Dtaylol
2022-01-02

wow
@Vomous：
$MAPLETREE NORTH ASIA COMM TR(RW0U.SI)$$MAPLETREE COMMERCIAL TRUST(N2IU.SI)$ Merger news are out. Each MACT unit can be converted to: 0.5009 MCT units + $0.1912 Or 0.5964 MCT units However with MCT, Dividends yield will drop to 4.7%, current MACT dividend uield is about 6%. So basically you are selling the golden egg at a premium. MCT also get to buy the assets at NAV, whichis a good deal given the avg valuation of reits is about 1.1-1.2x P/B So MCT gets a very good deal. NAC can also shed its reputation of being a HK stock. But in terms of benefits, MCT benefit more.
$MAPLETREE NORTH ASIA COMM TR(RW0U.SI)$$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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