Mapletree Ind Tr (ME8U) provides portfolio stability despite DPU decline from divestments and currency depreciation with operational occupancy remaining rock-solid and upcoming positive rental reversions
SREITs Earnings Week: OUE REIT Jumps! Who Is Powering Your Portfolio?
@Tiger_SG：This week’s SGX earnings season is incredibly busy, featuring: $Mapletree Log Tr(M44U.SI)$ , $OUEREIT(TS0U.SI)$ , $Mapletree Ind Tr(ME8U.SI)$ , $CapLand Ascott T(HMN.SI)$ , $Micro-Mechanics(5DD.SI)$ , $NetLink NBN Tr(CJLU.SI)$ , $StarhillGbl Reit(P40U.SI)$ , $CDL HTrust(J85.SI)$ , $Keppel DC Reit(AJBU.SI)$ , and $Mapletree PanAsia Com Tr(N2IU.SI)$. While the data shows a mix of red and green, the most "real" metric is the profit and loss in your own account. Mid-Week Recap of S-REITs The Dark Horse: OUE REIT (TS0U) rises 2.7% this week Full-year DPU +8.3%, with a massive 10.6% jump in the second half (2H) A sharp 18% drop in interest expenses and the divestment of underperforming assets. This "deleveraging" play was a masterclass in financial management. ⚖️ Under Pressure: The Mapletree Duo ( $Mapletree Log Tr(M44U.SI)$ & $Mapletree Ind Tr(ME8U.SI)$) 3Q DPU declined by 9.3% and 7.0% respectively. While operational occupancy remains rock-solid, they were hit hard by "forex assassins" (weakening currencies) and a sustained high-interest-rate environment. The numbers are out, and it’s time to see how the market is really feeling. We’re inviting you to join the conversation! How to participate 1️⃣ One-Sentence Review: Sum up your thoughts on any SGX earnings report released this week in just one sentence. Example: “OUE’s turnaround just saved my dividend yield for the year!” Example: “Mapletree Logistics is still fundamentally strong; I’m just waiting for the forex tide to turn.” 2️⃣ Show Your P/L (The Screenshot Challenge): Data is great, but results are better. Share a screenshot of your profits or your updated holdings. Whether it’s the joy of dividends hitting your account or your strategy for holding through the volatility—let’s see your real-world performance! Rewards Top Analyst Award: The 3 most insightful or professional comments will win 100 Tiger Coins. Lucky Investor Award: The most-liked P/L screenshot will receive 100 tiger coins! Leave your comments to win tiger coins~ For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP. Click to access the activity Other helpful links: 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉 How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.
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