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Tuesday, May 23, 2023

Added Mapletree Industrial Trust

 


Build-to-suit development for HP Singapore at 1 and 1A Depot Close

Mapletree Industrial Trust (SGX:ME8U) has always been in my watchlist to grow my SGX income portfolio, as well as A Reit that I do not dare to sell again. This is a multi-bagger Reit since IPO in Oct 2010 due to its ever-growing earnings and dividends per share from yield-accretive acquisitions of income producing assets over the past decade.

Thanks to noises and looming news of interest rate hikes, opportunity arises as the share price of MIT tanked below the preferential offering price of $2.64 in Jun 2021

As at time of writing, its share price is at its 100 day moving average of $2.33, below its 20 day and 50 day moving averages at $2.35 and $2.34 respectively.

I believe now is a great moment to increase investment in such a high quality income-producing industrial Reit for the long-term. The interest rate is almost pivoted and once Fed announces tapering or reduction of interest rates for 2024 or 2025, the share prices of Reits should recover. I am not bothered about short-term volatility but rather focused on long-term income investing in a well managed industrial Reit owning freehold data centres with long Wale and ever growing DPU, at a yield of more than 5%.

I added 6,448 shares of MIT today and will now own 15,025 shares.

Related posts:

1. Subscribed to Mapletree Industrial Trust PO shares

2. Order not filled for Mapletree Industrial Trust but... 

3. Added Mapletree Industrial Trust

4. Portfolio Rebalancing: Cut StarHub to buy Mapletree Industrial Trust


Thanks for reading. Stay focused and remain steadfast as always!

With love & peace, 
Qiongster

2 comments:

  1. As the board lot size of 100 shares, wonder how you can buy 6,448 shares in MIT? Can share a bit, thanks?

    ReplyDelete
  2. There is unit share trading for odd lots <100 shares by POEMS under Phillips.

    ReplyDelete