Analysing REITS

[thor666]

ART is having a sponsor mandate of 6b assets. At credit rating of Baa3.. Not so positive. I expect 1 round of rights issue from them.

For MLT, I do not think the management will be doing destructive deals. First off the list is proposed divestment of tampines st 92.. Mgmt had shared to reduce exposure to SG and increase elsewhere, especially in CN. Of course, am taking words at face value, so DYODD/ YMMV.
You may want to hop over to the MLT thread for my AGM minutes if interested.


Sent from my iPad using Tapatalk