CapitaLand Integrated Commercial Trust (CICT)

Insider moves

DBS buys 620,000 units in CICT at $2.02 apiece

Following the purchase, DBS’s stake in CICT stood at 0.3506%.

REITs

CICT divests 21 Collyer Quay for $688 mil

After accounting for divestment-related expenses, CICT will net $681.7 million in proceeds.
CapitaLand Integrated Commercial Trust announces higher revenues and NPI for 9MFY2024  - THE EDGE SINGAPORE

Results

CapitaLand Integrated Commercial Trust announces higher revenue and NPI for 9MFY2024

CICT announces modest revenue and NPI growth for 9M2024, supported by higher rents and lower costs.

REITs

CICT issues $200 mil worth of 3.3% fixed-rate green notes due April 2035

The notes will be listed and quoted on the SGX-ST on or around Nov 1.

REITs

CICT completes proposed acquisition of ION Orchard after approval from unitholders

Units in CICT closed 2 cents lower or 0.98% down at $2.02 on Oct 30.
PhillipCap keeps 'accumulate' call with unchanged TP of 91 cents on the Lion-Phillip S-REIT ETF - THE EDGE SINGAPORE

Broker's Calls

PhillipCap keeps 'accumulate' call with unchanged TP of 91 cents on the Lion-Phillip S-REIT ETF

Some shifts have happened since the last update, the top three holdings are now Frasers Logistics Commercial Trust, Mapletree Industrial Trust and Integrated Commercial Trust.
Paragon REIT could be acquired within CLI’s ecosystem of fund partners or other consortium partners: DBS - THE EDGE SINGAPORE

Broker's Calls

Paragon REIT could be acquired within CLI’s ecosystem of fund partners or other consortium partners: DBS

Even though the market expects Paragon REIT to be acquired by CICT, the analysts see that the capital allocated for ION could mean that Paragon's suitor could be elsewhere.
Citi downgrades CICT to ‘neutral’ with higher TP of $2.21 - THE EDGE SINGAPORE

Broker's Calls

Citi downgrades CICT to ‘neutral’ with higher TP of $2.21

The downgrade comes as it sees limited DPU upside for ION Orchard and stretched valuations.

REITs

Why Ion Orchard attracts shoppers and investors

CICT proposes to acquire 50% of Ion with DPU accretion of 0.9%, tax transparency to add additional accretion

Broker's Calls

Analysts view ION deal positively for CICT; recommends unitholders to subscribe for preferential offering

RHB is “neutral” on the deal, noting that the pricing is “slightly on the higher end”.
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