Mapletree Industrial Trust

Mapletree Industrial Trust (OTCPK:MAPIF) Q4 2024 Earnings Conference Call May 1, 2025 9:30 PM ET Company Participants Ler Lily - Chief Executive Officer and Executive Director Khoo Geng Foong - Chief Financial Officer Peter Tan Che Heng - Head of Investment Serene Tam Mei Fong - Head of Asset Management Chng Siok Khim - Head of Marketing Conference Call Participants Mervin Song - JPMorgan Derek Tan - DBS Bank Rachel Tan - Macquarie Derek Chang - Morgan Stanley Joy Wang - HSBC Brandon Lee - Citi Tan Xuan - Goldman Sachs Jonathan Koh - UOB Kay Hian Operator Thanks for joining us this morning for MIT Fourth Quarter and Full-Year Financial 2024/'25 Results Briefing. MIT has released its results on 30th April after market.» Mehr auf seekingalpha.com

I maintain my Hold rating for Mapletree Industrial following an analysis of its tenancy expiries and capital allocation strategy. Approximately 17% of MAPIF's leases are expiring in the new fiscal year, and there are risks relating to its future revenue in the scenario of meaningful non-renewals. But I like the REIT's capital management, in particular its scrip dividend scheme and its portfolio reshaping potential.» Mehr auf seekingalpha.com

Mapletree Industrial Trust (OTCPK:MAPIF) Q2 2025 Earnings Conference Call October 29, 2024 9:30 PM ET Company Participants Ler Lily - Chief Executive Officer Khoo Geng Foong - Chief Financial Officer Peter Tan - Head, Investment Melissa Tan Tel - Investor Relations Chng Siok Khim - Head, Marketing Conference Call Participants Mervin Song - JPMorgan Derek Tan - DBS Brandon Lee - Citi Jonathan Koh - UOB Joy Wang - HSBC Tan Xuan - Goldman Yew Kiang - CLSA Operator Good morning. Thanks for joining us this morning for MIT's Second Quarter and First Half Financial 2024-2025 Results Briefing.» Mehr auf seekingalpha.com