Wednesday, 14 March 2018

Recent transactions: Reits and Trusts

Adopting the mindset of be greedy when people are fearful, i bought mapletree industrial, mapletree logs and ascendas hospitality trusts during the recent correction using FA+TA.
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. 

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