Mapletree North Asia Commercial Trust (MNACT)

Double whammy from interest and utilities, CGS-CIMB keeps 'hold' on MPACT with lower TP of $1.76 - THE EDGE SINGAPORE

Broker's Calls

Double whammy from interest and utilities, CGS-CIMB keeps 'hold' on MPACT with lower TP of $1.76

The analysts expect Festival Walk's negative reversion trend to continue for FY2024.

Broker's Calls

Maybank downgrades MPACT to 'hold' with lower TP of $1.65

With the merger comes along execution and foreign exchange (forex) risk, says analyst Krishna Guha.

Results

MPACT reports 3QFY2023 DPU of 2.42 cents, unchanged from previous year

Although gross revenue was boosted by full quarter contribution from its merger properties, DPU was dampened by higher costs.
MPACT delivering accretion from merger with MNACT, UOBKH maintains 'buy' - THE EDGE SINGAPORE

Broker's Calls

MPACT delivering accretion from merger with MNACT, UOBKH maintains 'buy'

The analyst has trimmed his DPU forecast by 3% for FY2023 and 3.5% for FY2024 to account for higher cost of debts.
MPACT reports 1HFY2023 DPU of 4.94 cents, 12.5% higher y-o-y - THE EDGE SINGAPORE

Results

MPACT reports 1HFY2023 DPU of 4.94 cents, 12.5% higher y-o-y

The REIT manager announced that distributions to its unitholders will be on a quarterly basis from the 3QFY2022/2023 onwards.
CGS-CIMB keeps 'add' on MPACT on undemanding valuations - THE EDGE SINGAPORE

Broker's Calls

CGS-CIMB keeps 'add' on MPACT on undemanding valuations

The analysts have raised their FY2023-2025 DPU estimates to factor in contributions from MNACT.

Results

MNACT reports 4.1% higher NPI in 1QFY2022/2023

The higher NPI was largely driven by the full-quarter contribution from Hewlett-Packard Japan Headquarters Building (HPB).
UOB Kay Hian lowers MCT's TP to $2.24 on imminent merger with MNACT - THE EDGE SINGAPORE

Broker's Calls

UOB Kay Hian lowers MCT's TP to $2.24 on imminent merger with MNACT

UOB Kay Hian analyst Jonathan Koh called the preferential offering a "mere formality".

REITs

MCT's preferential offering to open on July 12

Unitholders will have till July 20, at 5.30 pm, to accept, apply and pay for the units under the preferential offering.

New appointments

Ex-OCBC CEO Tsien joins MCT's board

Prior to OCBC, Tsien had extensive experience holding other senior positions with banks in Hong Kong and US.
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