Скачать или смотреть Mapletree Pan Asia Commercial Trust at $1.46 — Undervalued 5.5% Income or Dividend Trap in 2026?

Mapletree Pan Asia Commercial Trust (MPACT) at $1.46 — Undervalued 5.5% Income or Dividend Trap in 2026? ☕🇸🇬

In this video, we analyse MPACT’s 3Q and 9-month financial results ending 31 December 2025, as published on the SGX website on 30 January 2026, through the lens of a Singapore income investor. We focus on cash flow durability, not hype — and break everything down in clear, kopi-shop language.

⏱️ Timestamps
00:00 Intro — Is MPACT cheap income or a dividend trap in 2026?
01:05 What MPACT owns & where its properties are located
03:05 Occupancy rates & rental reversion — what’s really happening
05:10 3Q FY25/26 financial results explained (Oct–Dec 2025)
07:10 9-month FY25/26 performance — what changed, what didn’t
08:50 Dividend details: DPU, ex-date & payment date
10:05 Trailing vs forward yield at $1.46 (5.5% explained)
11:20 Is the dividend sustainable based on cash flow?
13:00 Valuation check — market cap, P/E, P/B & gearing vs MAS limit
14:50 Risks of holding MPACT (overseas exposure, rates, sentiment)
16:20 Benefits of holding MPACT for income investors
17:45 Fed rates & 2026 outlook — what actually matters for REITs
19:30 Final verdict — undervalued income or dividend trap?
20:40 What Singapore income investors should consider going forward

📌 What we cover
-What Mapletree Pan Asia Commercial Trust (MPACT) owns in Singapore, Hong Kong, China, Japan & South Korea
-Portfolio value, occupancy levels, and rental reversion trends
-3Q and 9-month revenue, NPI, distributable income, and DPU
-Dividend yield, sustainability, and cash-flow support
-Valuation at $1.46: market cap, P/E, P/B, gearing vs MAS rules
Risks vs benefits of holding MPACT
How US Federal Reserve rate movements may affect REIT income in 2026

⚠️ Disclaimer: This video is for educational purposes only and does not constitute financial advice. All financial information is obtained from MPACT’s SGX announcements released on 30 January 2026. Please do your own due diligence.
Cash-flow rich. Noise-proof decisions.