Mapletree Industrial Trust (MINT)

Broker's Calls

S-REITs now at 'attractive levels' with bargains emerging following recent panic selling: UOB Kay Hian

Some of UOB Kay Hian's top picks include CLAS, FCT and LREIT.

Broker's Calls

MINT's DPU should be supported by contributions from on-going redevelopment projects and AEI: Maybank Securities

Maybank Securities has kept its 'buy' call on MINT with an unchanged TP of $3.
UOBKH maintains ‘overweight’ call on S-REITs despite recent decline - THE EDGE SINGAPORE

Broker's Calls

UOBKH maintains ‘overweight’ call on S-REITs despite recent decline

UOBKH's top picks are FCT, LREIT, MINT and MLT.
Some office and retail S-REITs could rebound, but expect a 'fear of recession' ahead: DBS - THE EDGE SINGAPORE

Broker's Calls

Some office and retail S-REITs could rebound, but expect a 'fear of recession' ahead: DBS

“Despite reopening plays doing well year-to-date, up 10%, we believe the hospitality and office sectors will continue to shine.”
UOBKH disagrees with Chamos’s ‘big short’ on data centers, maintains ‘buy’ on DCR and MINT - THE EDGE SINGAPORE

Broker's Calls

UOBKH disagrees with Chanos’s ‘big short’ on data centers, maintains ‘buy’ on DCR and MINT

“Investors in the US did not fall prey to Chamos’ marketing ploy to raise funds for his new fund,” analyst Jonathan Koh says.

REITs

Mapletree Industrial Trust divests data centre in Michigan for US$10 mil

Divesting the property was found to be in the best interest of unitholders, says the REIT manager in its June 10 statement.
Analysts positive on MINT after better 1Q results, but DBS lowers TP - THE EDGE SINGAPORE

Broker's Calls

Analysts positive on MINT after better 1Q results, but DBS lowers TP

DBS has a new target price of $3.05, while Citi's TP stands at $3.15.

Results

MINT reports 10% higher DPU for FY2021, 4Q dividend of 3.49 cents

Unitholders can expect to receive their dividends on June 15.

Broker's Calls

UOBKH sees possible US recession due to inverted yield curve, but still overweight S-REITs

Could the inversion of the yield curve signal a recession? UOB thinks so, but is still positive on the S-REIT sector.

Broker's Calls

S-REIT DPUs expected to grow 12% y-o-y in FY2022; office REITs preferred: Maybank Securities

Maybank has also upgraded Suntec REIT to “buy” with a TP of $1.80 based on its leverage to Singapore’s reopening.
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