QUOTE(prince_mk @ May 19 2017, 10:00 AM)
In the industrial field, Ascendas REIT (A-REIT) and Mapletree Logistics Trust (MLT) are DBS’ top “buy” rated picks with $2.65 and $1.28 price targets for their financial flexibility to pursue acquisitions or redevelopments.
A-REIT has a large diversified portfolio and strong balance sheet with sufficient headroom to pursue DPU-accretive acquisitions, say Song and Tan, while MLT has replaced Mapletree Commercial Trust (MCT) for its better risk-reward profile and the fact that it has largely completed the repositioning of its portfolio, which had been negatively impacted by the conversion of several single-tenanted properties to multi-tenanted ones.
wonder why A-Reit is not a hot reit pick in this forum ? anyone having this A-Reits in their portfolio ?
the dividend yield is above 7%. thinking to add.
i hv both at low price.. but not adding yet.
"price targets for their financial flexibility to pursue acquisitions or redevelopments."
at this price yield should be 6%.. but i do not mind the 6% as diversification out of AIMS.
My holding of AIMS is too high.
Accordia Golf...Religare Health results coming out soon.. I might add this.
but if results bad.. then KOYAK!!!