$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$
Reason for buying:
1) Dividend 5.2%
2) Quarterly dividend payout
3) PB 1.37
Although the PB is above 1.0 (not really my style to buy REIT above PB 1.0), however given that the Data Centres portfolio is 53% of the AUM, I find this PB1.37 is justifiable.
For comparison, although not apple to apple, Keppel DC Reit PB at 2.0 / Digital Core Reit PB at 1.42 / Ascendas Reit PB at 1.22
http://compoundingdividendxdividend.blogspot.com/2022/01/added-mapletree-industrial-trust.html?m=1
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HPHT PAYS 9% DIVIDEND YIELD
$HUTCHISON PORT HOLDINGS TRUST(NS8U.SI)$
Now might be a good price