Sporeshare
12-11

$Mapletree PanAsia Com Tr(N2IU.SI)$ Wah, US cut interest rate if 0.25% again! This may likely benefit reit sector!


 Mapletree PanAsia - Divestment of Festival Walk in HK office assets to 3rd party for 1960m HK about SGD 328.1m.

The proceeds will be used to pare down debts or for new acquisition.

Not sure how will the market react!

Pls dyodd.

5 November 2025:

It looks like something is brewing, price is up 5 cents to 1.49. The volume seem quite high!

She may reclaim 1.50 and rises higher to test 1.54 and above.

Pls dyodd.

22 October 2025:

Singapore portfolio records 6.1% NPI growth in 2Q FY25/26 and 4.5% growth in 1H

FY25/26 on a yoy comparable basis

• Strong performance led by VivoCity despite ongoing Basement 2 AEI

• Lower operating expenses and finance costs driven by reduced utility rates and strategic

debt reduction

• 2Q FY25/26 DPU at 2.01 Singapore cents, up 1.5% yoy

Higher commitment levels recorded in most markets; portfolio rental reversion reflects

strategic prioritisation of tenant retention and cash flow stability

• VivoCity: Delivers all-round performance across earnings, occupancy, rental growth and

tenant sales; Basement 2 AEI completed with new retail zone operational since

late August 2025

• Completed divestment of two Japan office buildings.

I think results seem not bad!

More importantly, dpu is up. 

https://sporeshare.blogspot.com/2025/12/mapletree-panasia-divestment-of.html

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