Unitholders of EC World REIT (SGX:BWCU) are certainly feeling ‘nervy’ about all the events relating to its debt refinancing that have been unfolding in the last couple of months (which is totally understandable because I am concerned about the current situation as well.) Instead of “panic selling”, I have written an email to the REIT’s investor’s relation last Friday (08 July 2022) to seek clarification on the whole matter and in this post, you’ll read about the questions posed, responses provided (by the REIT), and also my thoughts as a unitholder…
My Summary of Mapletree Commercial Trust’s Annual Report for FY2021/22
Mapletree Commercial Trust (SGX:N2IU), with 5 retail, office, and business park properties in its portfolio currently, made available its annual report following the end of its financial year on 31 March 2022 early this morning (07 July 2022.) As a unitholder of the REIT, I have studied the report and in this post, you’ll read about a summary of the most important pointers to take note of, details about its upcoming AGM, as well as my thoughts about the outlook of the REIT ahead…
Updates on Ascendas REIT’s Proposed New Management Agreements
Ascendas REIT (SGX:A17U) will be holding an EGM tomorrow (Wednesday, 06 July 2022) to seek unitholders’ approval on its “Proposed New Management Agreements” to replace the existing one which will be expiring on 30 September 2022. In this post, you’ll find a summary of some of the key differences between the current and the proposed new agreements, along with opinions by the Independent Financial Advisor, along with recommendation by the Independent Directors and Audit Risk Committee on this…
What You Need to Know from Mapletree Industrial Trust’s FY2021/22 Annual Report
Following the conclusion of its financial year on 31 March 2022, Mapletree Industrial Trust (SGX:ME8U), whose portfolio comprises 86 properties in Singapore, and 57 in North America, released its annual report yesterday (27 June 2022) morning. In this post, you’ll find a summary of the most important points to take note of in the report, details of its upcoming AGM, and my thoughts as a unitholder…
Key Highlights of Mapletree Logistics Trust’s FY2021/22 Annual Report
Mapletree Logistics Trust (SGX:M44U), whose portfolio comprises a total of 183 quality logistics properties across 9 major markets in Asia Pacific valued at S$13.1bn, released its annual report for the financial year ended 31 March 2022 early this morning (27 June 2022.) In this post, you’ll find my summary of the key pointers to take note of, details about its upcoming AGM, as well as my thoughts about it (as a unitholder of the REIT…)
Ascendas REIT vs. Mapletree Industrial Trust – Which is a Better Buy?
This post was a result of a casual discussion I had with a friend yesterday, where we talked about the performance of the different Singapore-listed REITs. Among the comparisons that we made was that between Ascendas REIT (SGX:A17U) and Mapletree Industrial Trust (SGX:ME8U). So, which is the better REIT between the 2, and also which is currently the “cheaper” one? You can find out the answers to the 2 questions in today’s post…
My Summary of Mapletree Commercial Trust’s EGM
Mapletree Commercial Trust (SGX:N2IU) held an EGM this morning (23 May 2022) to seek unitholders’ approval on its proposed merger with Mapletree North Asia Commercial Trust (SGX:RW0U). I have attended the meeting as a unitholder and in this post, you’ll read about responses provided by the management to question asked during the meeting, along with results of the 4 resolutions put to vote…
A Look at EC World REIT’s Latest Q1 FY2022 Results
EC World REIT (SGX:BWCU), where its portfolio comprises 8 e-commerce and port logistics properties located in China (with 7 of them located in Hangzhou, and 1 located in Wuhan), have made available its results for Q1 FY2022 ended 31 March 2022 after market hours this evening (12 May 2022.) As a unitholder of the Chinese REIT, I have studied its latest set of results and in this post, you’ll find my review about its latest financial performance, portfolio and debt profile, as well as its distribution payout declared for the current quarter under review…
My Summary of SIAS’ Virtual Dialogue Session with the CEO of Mapletree Commercial Trust
In relation to the REIT’s proposed merger with Mapletree North Asia Commercial Trust (where an EGM will be held to seek unitholders’ approval later this month), SIAS have facilitated a virtual dialogue session with the CEO of Mapletree Commercial Trust, Ms Sharon Lim, together with its unitholders yesterday evening (10 May 2022.) For the benefit of those who weren’t able to attend, you can read about a summary of the CEO’s presentation about the most important points to take note of regarding the proposed transaction, along with responses to questions posed by fellow attendees during the session in this post…
Key Pointers to Take Note of in Ascendas REIT’s Q1 FY2022 Business Update (and My Thoughts about Them)
Ascendas REIT (SGX:A17U), a constituent of Singapore’s benchmark Straits Times Index with 96 properties in its portfolio, have made available its business updates for the first quarter of FY2022 ended 31 March 2022 after market hours in the evening (04 May 2022.) In this post, you’ll find some of the key pointers to take note of (along with my thoughts) about its latest portfolio occupancy and debt profile (reported for the current quarter under review compared against that reported in the same quarter 3 months ago…)
