$Mapletree Log Tr(M44U.SI)$ I’

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Tiger V
2025-07-24

I’ve added to my position in M44U (Mapletree Logistics Trust) following signs of stabilization in its portfolio. Despite previous challenges, including negative rental reversions in China and a drop in FY24 DPU, the latest quarter shows improving rental reversion at +5.1% and a high occupancy rate of 96.2%. Its cost of debt remains the lowest among peers at 2.7%, supporting margin resilience. MLT’s pure-play logistics exposure positions it well for recovery-led upside across Asia.

M44U.SI

07-24 09:53

SIMapletree Log Tr

Side	Price \| Filled	Realized P&L
Buy Open	1.18 100	0.00% Closed

Mapletree Log Tr

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股票王者
·2025-07-24
刚刚也是下单了
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KittyBruno
·2025-07-24
Great strategy
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