Latest Forum Topics / Mapletree Log Tr Last:1.18 -- |
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MapleTreeLog
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PiRPiR
Veteran |
09-Jul-2025 08:17
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https://www.businesstimes.com.sg/companies-markets/temaseks-mapletree-investments-eyes-expansion-data-centres-logistics-and-student-housing
[SINGAPORE] Temasek?s Mapletree Investments said it will look at opportunities to expand and diversify its footprint in data centres, logistics and student housing, three of its four core sectors. For data centres, it sees a surge in demand powering continued expansion in the sector. In particular, it will seek such opportunities in Europe, where a record amount of data centre capacity of 937 megawatts (MW) is expected to be added this year. That?s up 43 per cent from 2024, the property giant said in its annual report for the financial year ended Mar 31. ?Investor appetite in this asset class will remain strong, driven by significant demand for computing power and data storage, lack of supply, desirable financial returns and growing interest around artificial intelligence (AI),? said group chief executive Hiew Yoon Khong. The company?s focus in Europe is on established core markets as well as rapidly emerging markets such as Milan and Madrid which present strong potential for returns, he added. Within Asia-Pacific, Mapletree will focus on mature and high-potential emerging markets such as Japan and Korea. Most of Mapletree?s data centre assets are held by Singapore-listed real estate investment trust (Reit), Mapletree Industrial Trust : ME8U -1.48%. Mapletree also manages two Singapore-listed Reits and nine private equity real estate funds. Logistics and accommodation The property giant is ?generally positive? on the outlook of the logistics sector as well, ?with continued growth in demand for warehousing space expected in most markets?, said Hiew. The sector is Mapletree?s largest asset class, accounting for 42 per cent, or around S$33.7 billion of the group?s total assets under management (AUM) of S$80.3 billion as at Mar 31. Mapletree also manages two Singapore-listed Reits and nine private equity real estate funds. Logistics and accommodation The property giant is ?generally positive? on the outlook of the logistics sector as well, ?with continued growth in demand for warehousing space expected in most markets?, said Hiew. The sector is Mapletree?s largest asset class, accounting for 42 per cent, or around S$33.7 billion of the group?s total assets under management (AUM) of S$80.3 billion as at Mar 31. In the US, Mapletree expects groundbreaking for its logistics development on a 91,135 square metre site in New Jersey in the second half of this year. It will keep buying more land parcels to develop. Turning to student housing, another of Mapletree?s core sectors, the company said it is looking to expand its footprint in new markets such as Spain. It has also recently started looking at opportunities in Australia, where it said there is growing demand and structural undersupply in the asset. Mapletree is in the process of preparing for the launch of a student-housing-focused fund in the current financial year ending on Mar 31, 2026. This will comprise its UK student housing assets with a total AUM of at least £500 million (S$865 million). As for office, also a core sector for Mapletree, Hiew said the company is ?cautious? in the short to medium term, given that certain markets are still impacted by the practice of remote work. Even so, Mapletree has continued to invest in the office markets in India and Vietnam. |
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seanpent
Supreme |
26-Jun-2025 11:43
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$1.20 seems on the way 
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seanpent
Supreme |
26-Jun-2025 10:29
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rocket launcher | ||||
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Delvyss
Master |
24-Jun-2025 14:30
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still good ... https://www.dbs.com.sg/treasures/aics/templatedata/article/equity/data/en/DBSV/012014/MLT_SP.xml
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Delvyss
Master |
19-Jun-2025 10:16
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' Attractive valuations' : DBS says it&rsquo s time to buy these industrial S-Reits on easing trade tensionshttps://www.businesstimes.com.sg/singapore/attractive-valuations-dbs-says-its-time-buy-these-industrial-s-reits-easing-trade-tensions |
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HB8289
Master |
11-Jun-2025 10:21
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why have not reach 1.2 ?
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Stocky901
Supreme |
10-Jun-2025 16:08
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Launch what?🧐 Funds raising exercise?😮
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seanpent
Supreme |
10-Jun-2025 15:57
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Mr Maples all ready to launch | ||||
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Joelton
Supreme |
14-May-2025 12:49
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Mapletree Logistics Trust completes divestment of 1 Genting Lane total AUM at $13.3 bil
The manager of Mapletree Logistics Trust(MLT) Management announced today that the trust has completed the divestment of its 1 Genting Lane property.
 
The divestment of the property was first announced last December, for a sale consideration of $12.3 million, 35.2% above its valuation of $9.1 million as at Oct 1.
 
The property is a 36-year old industrial building, which comprises a seven-storey warehouse with an office and showroom. The property has a net lettable area of approximately 6,050 sqm on a land site of around 3,372 sqm.
 
Following this divestment, MLT&rsquo s portfolio stands at 179 properties and the total value of assets under management is $13.3 billion, as at end March 2025.
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MrBear12
Supreme |
13-May-2025 20:36
![]() Yells: "Suntec CDLHT KReit Straco HL Fin AIMS Ascendas CLI GIL *hub " |
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Yes this is fine reit | ||||
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moron101
Supreme |
13-May-2025 20:24
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The Edge Singapore reports that DBS Group Research has kept its "buy" rating and $1.55 target price for Mapletree Logistics Trust (MLT). Despite some analysts lowering their target prices, DBS sees MLT as an "undervalued play". The recent sell-off has left MLT trading at a high yield, making it a "tactical opportunity" to re-enter, according to DBS. | ||||
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Delvyss
Master |
13-May-2025 13:04
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Accelerating  ... the Mapletree trio ...
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moron101
Supreme |
13-May-2025 12:31
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This going North leh? Move to 1.2xx soon. Huat.
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HB8289
Master |
08-May-2025 09:06
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Sliding South alraedy | ||||
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Joelton
Supreme |
05-May-2025 12:42
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Mapletree Logistics Trust
On Apr 25, Mapletree Logistics Trust Management executive director and CEO Jean Kam acquired 100,000 units of MLT at S$1.14 a unit. This increased her interest to 179,800 units.
 
Before the acquisition, MLT provided its Q4 FY2025 results, in which revenue decreased by 0.8 per cent from the year before to S$179.6 million, mainly due to lower contributions from China, divested properties and currency depreciation.
 
This was partially offset by stronger performance in Singapore, Australia and Hong Kong, along with recent acquisitions. Consequently, net property income fell by 1.6 per cent to S$152.8 million.
 
Kam highlighted that the focus for FY2026 would be on tenant retention, cost management and proactive capital management to counteract macroeconomic uncertainties, even as it continues its rejuvenation strategy.
 
She added the real estate investment trust&rsquo s redevelopment project at 5A Joo Koon Circle had committed 46 per cent of its lettable space ahead of receiving its Temporary Occupation Permit in May 2025, with another 30 per cent in active negotiation.
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Joelton
Supreme |
24-Apr-2025 13:14
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Mapletree Logistics Trust reports DPU of 1.955 cents for 4QFY2025, down 11.6% y-o-y
 
Mapletree Logistics Trust (MLT) has reported a distribution per unit of 1.955 cents for the 4QFY2025 ended March 31, 2025, down 11.6% from the 2.211 cents from the year ago.
 
This brings the full-year DPU to 8.053 cents, down 10.6% from the 9.003 cents in FY2024.
 
The REIT' s gross revenue for the 4QFY2025 came in at $179.6 million, 0.8% y-o-y lower. For the full year, gross revenue came in 0.9% y-o-y lower at $727 million.
 
This is due to lower contribution from existing properties in China, absence of revenue contribution from divested properties and effect from depreciation of various currencies against the Singapore dollar.
 
The REIT says that the decrease in gross revenue was moderated by higher contribution from existing properties in Singapore, Australia and Hong Kong SAR, and contribution from acquisitions in Malaysia and Vietnam completed in 1QFY2025.
 
The REIT' s borrowing cost rose 4% y-o-y to $38.7 million. Taking into account a lower divestment gain of $7.7 million as compared to $12 million in 4QFY2024, the amount distributable to unitholders declined 10.3% y-o-y and DPU was 11.6% lower on an enlarged unit base.
 
Net property income for the full year declined 1.5% y-o-y to $625.3 million.
 
Reflecting the impact of higher borrowing costs, which increased by 7.5% y-o-y, as well as lower divestment gain of $27.0 million as compared to $41.6 million in FY2024, the amount distributable to unitholders fell 9.1% to $406.4 million, and DPU was 10.6% lower at 8.053 cents.
 
" Despite challenges in the China market, our geographically diversified portfolio has sustained a resilient operational performance with stable occupancy and positive rent reversions achieved in FY24/25. This has helped mitigate the drag on DPU from higher borrowing costs and a lower divestment gain," says Jean Kam, CEO of the manager of MLT.
 
" Looking ahead, the macroeconomic outlook has grown more uncertain amid ongoing trade tensions, which could weigh on our business performance. Our priority in FY25/26 is to focus on tenant retention and cost management, as well as proactive capital management to mitigate the headwinds from higher borrowing costs and forex volatility. Our rejuvenation strategy remains intact as we continue to look out for potential opportunities to strengthen MLT' s resilience."
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Delvyss
Master |
24-Apr-2025 13:05
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Factored in price already.  And with dividend as cushioning. | ||||
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PiRPiR
Veteran |
24-Apr-2025 12:06
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11:43 PM EDT, 04/23/2025 (MT Newswires) -- Mapletree Logistics Trust's (SGX:M44U) distribution per unit or DPU declined 11.6% to SG$0.01955 for the fiscal fourth quarter ended March 31, from SG$0.02211 a year earlier.
Amount distributable to unitholders dropped 10.3% year on year to SG$99.1 million from SG$110.4 million, according to a Wednesday filing with the Singapore Exchange. Net property income came in at SG$152.8 million, compared with SG$155.3 million in the year-ago period. Meanwhile, gross revenue edged down to SG$179.6 million from SG$181.0 million a year earlier, due to increased property expenses. The trust booked an occupancy of 96.2% and 5.1% in positive rental reversions. Shares of the trust were down 4% in recent trading. |
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seanpent
Supreme |
24-Apr-2025 11:00
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Is this latest dividend a special dividend? | ||||
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Checkerman
Master |
09-Apr-2025 10:43
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Will go below $1 soon .
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