Paragon REIT

‘Hold’ on top Paragon REIT as Singapore assets drives revenue growth - THE EDGE SINGAPORE

Broker's Calls

‘Hold’ on top Paragon REIT as Singapore assets drives revenue growth

Despite the lack of near-term catalysts, CGS-CIMB keeps 'hold' on Paragon REIT as its Singapore assets drive growth.

Results

Paragon REIT reports higher revenue in 1QFY2024 update, mulls acquisitions

Paragon REIT says it has rights of first refusal for the Woodleigh Mall, which opened last May.

REITs

Paragon REIT turns down offer to buy Seletar Mall for $550 million

The acquisition at this price will be dilutive to Paragon's DPU

Results

Paragon REIT posts 9% drop in DPU to 5.02 cents due to higher cost of debt

Despite higher interest rates, Paragon REIT is confident about its FY2024 outlook.

Broker's Calls

CGS-CIMB lowers target price for Paragon REIT to 88 cents after limited upside potential

Paragon REIT has made an improvement in operating metrics, but higher cost of equity and slowdown in consumer spending loom.

Results

Paragon REIT posts gross revenue growth of 1.2% y-o-y to $215.6 million in 3QFY2023

Gross revenue for its Singapore and Australia assets increased 2.4% y-o-y and 5.4% y-o-y respectively.

Results

Paragon REIT 1HFY2023 DPU down 15.7% as higher interest cost bites

In 1HFY2023, it managed to achieve rental reversion of 6.9%, versus a contraction of 4.1% in FY2022.
Shopping for REITs along Orchard Road - THE EDGE SINGAPORE

REITs

Shopping for REITs along Orchard Road

Of the REITs with Orchard Road malls, Paragon mall is the largest contributor to its REIT

Broker's Calls

Paragon REIT’s reversions could be negative to flat in FY2023; CGS-CIMB maintains 'hold'

The analysts believe that the REIT’s DPU downside is likely limited.

REITs

Paragon REIT malls to accept use of CapitaLand's eCapitaVoucher

The move will enable shoppers at these malls to use eCapitaVoucher as an in-store digital payment mode.
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