CapitaLand Ascendas REIT (CLAR)

CapitaLand Ascendas REIT portfolio occupancy rate dips slightly to 93.3% for 1QFY2024 - THE EDGE SINGAPORE

Results

CapitaLand Ascendas REIT portfolio occupancy rate dips slightly to 93.3% for 1QFY2024

The REIT's portfolio occupancy for the quarter ended March 31 was 1.1 ppt lower y-o-y and 0.9 ppt lower q-o-q.
Despite drop in FY2023 DPU, analysts remain upbeat on CLAR's outlook - THE EDGE SINGAPORE

Broker's Calls

Despite drop in FY2023 DPU, analysts remain upbeat on CLAR's outlook

Higher interest rates may have affected CLAR's FY2023, but analysts see more upside in the longer run.
CapitaLand Ascendas REIT DPU down 4% to 15.16 cents for FY2023 - THE EDGE SINGAPORE

Results

CapitaLand Ascendas REIT DPU down 4% to 15.16 cents for FY2023

CLAR's portfolio occupancy remained high at 94.2% as gross revenue for FY2023 rose by 9.4% y-o-y to $1.48 billion.

Broker's Calls

RHB keeps ‘overweight’ call on S-REITs, retail sector impacted by rise in GST and inflationary pressures on tenants

Dominant theme and driver of S-REITs’ performance in 2024 to be US Fed’s rate cuts and messaging surrounding the size and timing.

Broker's Calls

As Singapore REITs positions for rate cuts, Maybank Securities remain 'neutral' on the sector

CapitaLand Integrated Commercial Trust, CapitaLand Ascendas REIT and ​​Lendlease Global Commercial REIT are named as top picks.

Broker's Calls

Maybank keeps ‘neutral’ on S-REITs, ‘agnostic’ on the sector

CICT, CLAR and LREIT were named as analyst Krishna Guha’s picks.

Company in the news

CapitaLand Ascendas REIT to divest three Australian logistics properties for $64.2 mil

Net proceeds from the divestment scheduled to complete in 1Q2024 after deducting costs are expected to be $60.8 million.
RHB 'overweight' on S-REITs as peak rates near; foreign names with 'bombed-out valuations' offer most upside - THE EDGE SINGAPORE

Broker's Calls

RHB 'overweight' on S-REITs as peak rates near; foreign names with 'bombed-out valuations' offer most upside

RHB Bank Singapore favours CapitaLand Ascendas REIT, Keppel REIT, AIMS APAC REIT and CDL Hospitality Trusts.

Broker's Calls

UOB Kay Hian maintains 'overweight' rating on S-REITs; remains positive on CLAR and PLife REIT

UOB Kay Hian has maintained its "overweight" rating on Singapore REITs (S-REITs).
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