CICT is still relatively cheap even with the rise of more than 30%. I believe that there is still more room to rise given its strong portfolio with good occupancy and WALE.
However, I would pick MLT as its resilient logistic network will position it well to be a key player in the supply chain. Its performance is drawn down mainly due to forex risks but I do not anticipate this risk to increase much further and I believe the managers will take the appropriate measures to manage this known risk.
@LuckyPiggie @HelenJanet @Universe宇宙 @SPOT_ON @Kaixiang @Wayneqq @DiAngel @SR050321 @Success88 @Fenger1188 come join
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- Megan Barnard·2025-11-01TOPCICT’s 30% rise + strong occupancy? More upside left, for sure!1Report
- Wade Shaw·2025-11-01TOPMLT’s forex hit + resilient logistics? Undervalued gem, great call!1Report
- jazzyco·2025-10-31TOPGreat insights on dividend vs growth! [WOW]1Report