Mapletree Pan Asia Commercial Trust (MPACT)

MPACT to pay 4QFY2023 DPU of 2.25 cents - THE EDGE SINGAPORE

Results

MPACT to pay 4QFY2023 DPU of 2.25 cents

MPACT's portfolio is valued at $16.6 billion

Broker's Calls

Maybank downgrades MPACT to 'hold' with lower TP of $1.65

With the merger comes along execution and foreign exchange (forex) risk, says analyst Krishna Guha.
Moody's assigns Baa1 foreign currency issuer rating to MPACT - THE EDGE SINGAPORE

REITs

Moody's assigns Baa1 foreign currency issuer rating to MPACT

MPACT’s rating could be upgraded if the trust balances its growth while improving its leverage.
CGS-CIMB and OCBC increase TP for MPACT, maintain 'add' and 'hold' calls - THE EDGE SINGAPORE

Broker's Calls

CGS-CIMB and OCBC increase TP for MPACT, maintain 'add' and 'hold' calls

CGS-CIMB and OCBC raised their TPs to $2.08 and $1.81 from $1.98 and $1.72 previously; Citi has kept 'buy' and a TP of $1.90.

Results

MPACT reports 3QFY2023 DPU of 2.42 cents, unchanged from previous year

Although gross revenue was boosted by full quarter contribution from its merger properties, DPU was dampened by higher costs.
Hotel and hospitality S-REITs to benefit as China reopens - THE EDGE SINGAPORE

Broker's Calls

Hotel and hospitality S-REITs to benefit as China reopens

S-REITs will benefit from China's reopening as the country opens to the world, as well as REITs that have exposure to China.

Broker's Calls

Slowing economic growth to moderate office rent growth momentum for Singapore office sector in 2023: DBS

Office and commercial S-REITs peaked in August, outperforming other asset classes as of September — before the sentiment turned.
MPACT delivering accretion from merger with MNACT, UOBKH maintains 'buy' - THE EDGE SINGAPORE

Broker's Calls

MPACT delivering accretion from merger with MNACT, UOBKH maintains 'buy'

The analyst has trimmed his DPU forecast by 3% for FY2023 and 3.5% for FY2024 to account for higher cost of debts.
MPACT reports 1HFY2023 DPU of 4.94 cents, 12.5% higher y-o-y - THE EDGE SINGAPORE

Results

MPACT reports 1HFY2023 DPU of 4.94 cents, 12.5% higher y-o-y

The REIT manager announced that distributions to its unitholders will be on a quarterly basis from the 3QFY2022/2023 onwards.
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