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Geo-political tension and high interest rate are not the best friends of businesses. Hence, I have tampered my expectation on current quarter of results. I would say that I am happy with what I am seeing this week from the following companies.
Growth Counter: iFAST
Income Counter: UOB
REITs: Frasers Centrepoint Trust, Mapletree Logistics Trust, Mapletree Industrial Trust
I am glad that all the above counters have webcast! The links are at the end of the posts. If they do not work, just go to their IR page to locate them and listen. Nothing beats listening directly from the horse’s mouth.
I would highlight what caught my attention from the presentation and webcast.
Read them at mrtfi2024.com
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