$MAPLETREE INDUSTRIAL TRUST(ME

0122 GMT - Mapletree Industrial Trust faces risk of non-renewal for some U.S. leases, says UOB Kay Hian analyst Jonathan Koh in a research report. Tenants AT&T and Atos could vacate from the REIT's four U.S. data centers when their leases expire over next two years, the analyst says. The brokerage's sensitivity analysis indicates the REIT's FY 2026 distribution per unit and the unit's target price could drop by up to 8.9% and 8.6%, respectively. UOB Kay Hian's base-case scenario, which assumes the REIT backfills half of vacant data centers space, leads to FY 2026 DPU forecast of 14.0 Singapore cents and target price of S$2.79, versus S$3.30 previously. It maintains a buy rating on the units, which are 0.9% lower at S$2.31. (ronnie.harui@wsj.com)

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Comments

keithfong
2023-03-09
keithfong
Ok
Elvio
2023-03-09
Elvio
Good
daz888888888
2023-03-09
daz888888888
Wow
GabyW
2023-03-09
GabyW
Ok
AlanChong
2023-03-09
AlanChong
Ok
AK80
2023-03-09
AK80
Ok

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