Value emerging or weak stock price justified? Mapletree Logistics Trust FY25/26 Annual Report.
Troubled by China's excess supply and Japan's increasing cost of debt, MLT has done badly in recent years. With management course correcting in FY 25/26 and stopping divestments gains distributed as DPU, the DPU drop from last FY has been nothing short of catastrophic. However is value emerging as the price has fallen so much, or is more downside expected, justifying the discount? Pls read before watching video: I am not a financial adviser and this is not financial advice. I do not make buy or sell calls. I may make mistakes and do not make guarantee the information shared are all accurate. I may be invested and biased on the stocks I discuss. Please consult your financial advisor regarding the risks involved in investing. Opinions I have are my own and for educational purposes only. #mlt #reits #dividendinvesting

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