I have been eyeing these counters for a while.
Why i bought these counters?
Mapletree industrial- good growth strategy as they acquired new data centres and i postulate the DPU to increase for the coming Qtrs.
Mapletree logistics- under the china one belt one road policy, my assessment is that there will be strong demand for logistics operations in hong kong.
Ascendas Hospitality Reits- Temasek own 50% and the trust own good locations hotels. The hospitality sector is likely to improve due to good economic indicators. With budget airlines, it make it more affordable to travel overseas.