Hi, I have attached an updated S-REIT analysis based on what I learned. Can give some comments and anything is wrong?
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Again, good work there.
I see you focus a lot of quantitative analysis which is a good start. I think it is time for you to look into one by one in a more in-depth analysis. Like Mapletree Industrial, you can actually find the land title. You can use the REIT checklist to walk through the entire process. One analysis of a REIT usually take us two to three days to fully understand the REIT, including studying the independent market research. So take your time, do not need to rush. You're progressing really well and keep up the good work :)
Start with the green cells since you seem to like them!
Hi Rusmin, thanks for your reply!
Okay, I will study independent market that how it operate and so on..
Currently, I went thru the latest presentation slide and 10 years annual report(DPU, NAV, NPI, property yield, cost of debt, gearing ratio, ICR, rental support only) Shall I also look other figure in annual report? Or any other things need to look into?
Check the qualitative aspects of the REIT. You can use the checklist below.
https://dividendmachines.com/wp-content/uploads/2021/02/DM_Investment-Quadrant-REIT.pdf
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