tag:blogger.com,1999:blog-693329366744164363.post5045841504924371008..comments2024-01-23T22:58:52.799+08:00Comments on AlpacaInvestments: Why I am against the Mapletree Commercial Trust MergerAlpacainvestmentshttp://www.blogger.com/profile/01722409152091295954noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-693329366744164363.post-2528303099177358372022-05-08T03:30:11.903+08:002022-05-08T03:30:11.903+08:00Questions that I asked myself.
1. Don't assum...Questions that I asked myself.<br /><br />1. Don't assume nothing will happen to or in Singapore. We are small and vulnerable. Our government has mentioned this.<br />2. What other properties does sponsor own in GSW that can be injected into MCT? I know Keppel and her reit owns a number there but not Mapletree.<br />3. Current MCT occupancy is already high, how much can it grow? Without acquisition of new properties, gonna to be very hard.<br />4. How likely will HK have another riot that will hit Festive Walk again, given the improved situation now?<br />5. Will China zero Covid policy last forever that make the property uninvestable? <br /><br />I have both reits so I have to be neutral and is voting For the merger.Henryhttps://www.blogger.com/profile/11824479927853149272noreply@blogger.com