Suntec Reit - DPU increased to 1.778 cents or 12.5% higher, nice sets of financial numbers

 – Suntec REIT reports improved distributable income of $52.4 million 

for the quarter 1 July to 30 September 2025 (“3Q 25”), 13.4% higher than the period ended 30 

September 2024 (“3Q 24”). Distribution per unit (“DPU”) to unitholders was 1.778 cents or 12.5% 

higher year-on-year. 

The strong year-on-year improvement was driven by the stronger operational performance of

the Singapore portfolio, lower financing costs and the reversal of withholding tax provision for 

the Australia portfolio as the Managed Investment Trust status is maintained for FY 20251.

Traffic and sales is expected to improve in 4Q 25, buoyed by the festive holidays and efforts 

to drive strategic partnerships with leading IPs and social media platforms. Committed 

occupancy is expected to improve further with proactive lease management. Stable 

performance is expected at Suntec City Mall, supported by high occupancy and past quarters 

of positive rent reversions.

Frasers Cpt Tr - 2H25 distribution per Unit (“DPU”) of 6.059 cents brings total DPU for FY25 to 12.113 cents. Results seem stable

 New F&B outlet opening in November.  Swee!

ToriQ opening in November at Hougang Mall,  nice!

New shops Chagee and Skechers shoes shops opening at Hougang Mall.  Seem good!

More new shops opening like Owndays spectacles etc.

23 October 2025:

 FCT delivers strong FY25 results driven by acquisition of Northpoint 

City South Wing and resilient operating performance 

 2H25 distribution per Unit (“DPU”) of 6.059 cents brings total DPU for FY25 to 12.113 cents

 Robust operating performance with retail portfolio committed occupancy at 98.1%; average rental 

reversion at +7.8% y-o-y; higher shopper traffic and tenants’ sales, up 1.6% and 3.7% y-o-y respectively

 Acquisition of Northpoint City South Wing for $1.17 billion and divestment of Yishun 10 Retail Podium1

for $34.5 million as part of proactive portfolio reconstitution strategy 

 Higher appraised valuation of portfolio with no change in valuation capitalisation rates

 Awarded Regional Sector Leader (Listed) in the Asia, Retail category in the 2025 GRESB Real Estate 

Assessment with a 5-Star rating for the fifth consecutive year.

Mapletree PanAsia Com - Dpu is up 1.5 percent to 2.01 cents. Awesome. Singapore portfolio records 6.1% NPI growth in 2Q FY25/26 and 4.5% growth in 1H

It looks like something is brewing,  price is up 5 cents to 1.49. The volume seem quite high!

She may reclaim 1.50 and rises higher to test 1.54 and above. 

Pls dyodd. 

22 October 2025:

 Singapore portfolio records 6.1% NPI growth in 2Q FY25/26 and 4.5% growth in 1H

FY25/26 on a yoy comparable basis

• Strong performance led by VivoCity despite ongoing Basement 2 AEI

• Lower operating expenses and finance costs driven by reduced utility rates and strategic 

debt reduction

• 2Q FY25/26 DPU at 2.01 Singapore cents, up 1.5% yoy

Higher commitment levels recorded in most markets; portfolio rental reversion reflects 

strategic prioritisation of tenant retention and cash flow stability

• VivoCity: Delivers all-round performance across earnings, occupancy, rental growth and 

tenant sales; Basement 2 AEI completed with new retail zone operational since 

late August 2025

• Completed divestment of two Japan office buildings.

I think results seem not bad! 

More importantly,  dpu is up. 

Mapletree Log Tr - She is gaining momentum likely to rise up to test 1.31 than 1.34 soon

 Mapletree Log Tr  - She is gaining momentum likely to rise up to test 1.31 than 1.34 soon! 

A nice breakout of 1.34 smoothly plus good volume we may likely see her rising up further towards 1.40 than 1.44 with extension to 1.50.

Pls dyodd. 

CapLand Ascendas REIT - She may rise up to reclaim 2.89. A nice breakout smoothly plus high volume we may likely seeing her rising up further towards 2.92 than 3.00

CapLand Ascendas REIT  -  She may rise up to reclaim 2.89. A nice breakout smoothly plus high volume we may likely seeing her rising up further towards 2.92 than 3.00!

She will be releasing her 3rd quarter results update on 31 Oct 2025. 

With market anticipation of another rate cut in Oct 28 Fed meeting,  reot sector may likely benefit! Price may get lifted!

Pls dyodd.

Quote:

Propping up sentiment is also the market’s anticipation of another quarter percentage point rate cut at the Federal Reserve’s late October meeting. Consumer price index data due Friday is expected to give clues on the state of inflation, which could influence the central bank’s upcoming decision.

CapLand Invest(9CI.SI) - She is trading at an interesting pivot point, yield is about 4.6 percent if excluding extra share. If including extra share , yield is about 6.84 percent. I think boat is back

 CapLand Invest(9CI.SI) - She is trading at an interesting pivot point,  yield is about 4.6 percent if excluding extra share.  If including extra share , yield is about 6.84 percent.  I think boat is back!

NAV 2.52.

Final dividend of 12 cents.

It handled out 0.03 share of CICT,  equivalent to 6+ cents. 

I think once we hear the confirmation of another rate cut in October 29 Feb meeting,  price may likely rise higher! 

Not a call to buy or sell!

Pls dyodd.