Added Mapletree Industrial Trust - ChatGPT AI Influenced Decision

Toa Payoh North 1, a property owned by Mapletree Industrial Trust

I added 5,000 shares of Mapletree Industrial Trust (MIT) today and this decision is largely influenced by AI.

I have long been wanting to increase my investment in income-producing assets such as S-Reits or local banks.

I seek ChatGPT AI for guidance and here is what I got:

I then asked ChatGPT to perform technical analysis on MIT and explain its recent price weakness and predict its future price movement.

Thoroughly convinced by ChatGPT AI, I believe the time is now ripe to make an addition as the Fed just announced another rate cut of 25 basis points and hawkishly guarantees that interest rates will only stay low rather than hike in the future. I agree with ChatGPT that the share price of MIT could recover by at least 20% and its DPU will gradually recover over time.

MIT will be announcing its results in Jan 2026. By adding shares now, I will get to increase the dividends to be collected from MIT in 2026.

MIT is severely undervalued compared to it's historical valuations and future cashflows. DBS valued MIT at a target price of $2.60 based on discounted future cashflows and factoring in reduced future incomes from non renewal of leases. OCBC has a target price of $2.39 for MIT while UOB Kay Hian recommends holding MIT with a target price of $2.22. The last preferential offering in 2021 was at a price of $2.64.

MIT is still a resilient Reit with a portfolio of well located flatted factories, high-tech buildings with specifications catered to IT, media, bio-medical and varied industrial sectors. This diversification across different segments reduces its reliance on any single type of industrial property and the specific market conditions affecting it. Its large and diverse tenant base of over 2,000 tenants minimizes the impact of non-renewal or financial difficulties of any single tenant.

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 stable DPU above 6.5%.

Disclaimer: This article is for informational purposes only and does not constitute financial advice. It's crucial to conduct your own research or consult with a qualified financial advisor before making any investment decisions.

Thanks for reading.

With love and peace, 

Qiongster