$MAPLETREE NORTH ASIA COMM TR(RW0U.SI)$Some math on the current pricing since many of my friends kept asking me why this price. 


- Nac's cash option is at 1.194. 

- Nac's annual divd is abt 6% according to past data from dividend.sg. So per quarter, we are expecting 1.5% which is 0.0179

- So if divd factored in we see price at around 1.21

- Current price is 1.22 which is not far off. This perhaps catered for a bigger divd slice ard 2% this quarter. 


Personally, I have sold NAC at 1.22, keeping the extra cash for other opportunities. 

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

  • Top
  • Latest
  • EvanHolt
    ·2022-03-28
    I think your decision to sell may be wrong,
    Reply
    Report
    Fold Replies
    • cakwai
      Hi Evan, do you mind sharing ur views? Would love to hear from another perspective.
      2022-03-28
      Reply
      Report
  • kbp
    ·2022-03-28
    there will be roughly 5.5c dividend come Aug when it is delisted (if the merger goes ahead which is more than likely). So why sell now?
    Reply
    Report
  • winwin123
    ·2022-03-28
    is the timing of delisting certainly planned to be after dividend?
    Reply
    Report
  • HilaryWilde
    ·2022-03-28
    Nac's fundamentals are still satisfactory.
    Reply
    Report
  • ElvisMarner
    ·2022-03-28
    Nac's dividend is not bad.
    Reply
    Report
  • cyberage79
    ·2022-03-29
    nice
    Reply
    Report