Mapletree Logistics Trust (MLT)

Maybank Securities upgrades MLT to 'buy' with higher TP of $1.80 after 'accretive acquisition' - THE EDGE SINGAPORE

Broker's Calls

Maybank Securities upgrades MLT to 'buy' with higher TP of $1.80 after 'accretive acquisition'

Maybank's Krishna Guha has also raised his FY2024 and FY2025 DPU estimates by 0.5% and 2% respectively.
CGS-CIMB maintains 'add' call, raises TP to $1.88 after MLT’s property acquisition announcement - THE EDGE SINGAPORE

Broker's Calls

CGS-CIMB maintains 'add' call, raises TP to $1.88 after MLT’s property acquisition announcement

Analysts from CGS-CIMB Research have increased their TP from $1.84 previously as MLT resumes its AUM growth.

REITs

MLT’s private placement 3.9 times subscribed at $1.649 per unit

MLT's manager says it intends to distribute its distributable income across its existing units before the new units are issued.
Despite challenges, REITs are able to raise equity - THE EDGE SINGAPORE

REITs

Despite challenges, REITs are able to raise equity

EFR by Link REIT, E-LOG and MLT could set roadmap for other REITs to tap investors

REITs

MLT to acquire properties in Japan, Australia and South Korea for $913.6 mil

The acquisitions will boost MLT’s portfolio rejuvenation towards a “resilient and future-ready portfolio”, says the REIT manager.
Emboldened, REITs may raise equity following Link REIT’s successful rights issue take-up, E-LOG's EFR - THE EDGE SINGAPORE

REITs

Emboldened, REITs may raise equity following Link REIT’s successful rights issue take-up, E-LOG's EFR

MLT is raising $200mil to part finance $913mil of acquisitions; Link REIT and E-LOG's EFR may spur other REITs to follow suit
Analysts see 'steady' and 'resilient' results for 3QFY2023 although Citi sees 'negative' share impact on forex weakness - THE EDGE SINGAPORE

Broker's Calls

Analysts see 'resilient' results for MLT's 3QFY2023 although Citi sees 'negative' share impact on forex weakness

OCBC and UOB have kept their "buy" calls while Citi has maintained its "neutral" call on MLT.

REITs

MLT to divest two properties in Malaysia for $15.3 mil

The total sale price is said to be 6.1% above the latest aggregate valuation of 47.3 million ringgit as at Oct 1, 2022.
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