CapitaLand Ascendas REIT (CLAR)

Broker's Calls

Macquarie initiates coverage on 11 S-REITs after 'two false starts' for rate-cut rally

Analysts from Macquarie have named CapitaLand Ascendas REIT, Keppel DC REIT, Mapletree Logistics Trust (MLT) and Mapletree Pan Asia Commercial Trust as their top picks.
CLAR develops first logistic property in the US for $94.8 million - THE EDGE SINGAPORE

REITs

CLAR develops first logistic property in the US for $94.8 million

CLAR to develop logistics property in the US with stabilised NPI yield of 7.2%, and DPU accretion of 0.3%.

REITs

CapitaLand Ascendas REIT can weather the additional space from PDD

CLAR is large enough to weather PDD with a diversified portfolio where no building contributes more than 4.2% to GRI

Broker's Calls

Analysts bullish on CLAR, OCBC increases TP to $3.32

Units in CLAR closed 2 cents lower or 0.73% down at $2.72 on Oct 29.
CapitaLand Ascendas REIT reports y-o-y lower portfolio occupancy of 92.1% for the 3QFY2024 ended Sept - THE EDGE SINGAPORE

Results

CapitaLand Ascendas REIT reports y-o-y lower portfolio occupancy of 92.1% for the 3QFY2024 ended Sept

The REIT saw its portfolio occupancy in Australia drop 5.1% q-o-q, while Singapore and UK/Europe saw no change for the period.

Insider moves

DBS buys 900,00 units in CLAR for $2.5 mil

Following the transaction, DBS’ stake in CLAR came up to 0.984%.
CapitaLand Ascendas REIT’s Jalan Buroh divestment is ‘positive’ and reflects ‘hidden upside potential’: RHB - THE EDGE SINGAPORE

Broker's Calls

CapitaLand Ascendas REIT’s Jalan Buroh divestment is ‘positive’ and reflects ‘hidden upside potential’: RHB

Analyst Vijay Natarajan has kept his “buy” call and target price of $3.21.

Company in the news

BlackRock acquires 299,900 units in CLAR for $869,710

Following the transaction, BlackRock’s stake in CLAR came up to 7%.
Tembusu’s Fullerton disposes of 115,100 units in CLAR for $0.3 mil  - THE EDGE SINGAPORE

REITs

Tembusu’s Fullerton disposes of 115,100 units in CLAR for $0.3 mil

Shares in CLAR closed 0.4 cents higher, or up 1.40%, at $2.90 on Oct 1.
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