DBS Group Research has kept its "buy" call and $1.55 target price on Mapletree Logistics Trust, after the US and China reached a 90-day trade truce which gives investors a "tactical opportunity" to re-enter this counter.
According to DBS, MLT, among the S-REITs, has been impacted in recent times no thanks to investor’s risk-off positioning given its warehouse exposure in Asean.
Given the muted outlook, analysts covering this counter have trimmed their distribution per unit forecasts by between 8 and 13% for FY2026 to FY2027, as MLT moves its distribution to one that is not boosted by divestment gains.
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