Lendlease Global Commercial REIT Could Get Upside From Mall Revaluation -- Market Talk

Dow Jones

01/08

0349 GMT - Lendlease Global Commercial REIT is likely to see upside from potential revaluation of a Singapore suburban mall, says UOB Kay Hian's Jonathan Koh in a note. The real estate investment trust sold another asset above the estimated price, which offers room for the suburban mall to be revalued higher, the analyst says. He estimates the suburban mall's valuation could rise by S$447 million, which would reduce the REIT's aggregate leverage by four percentage points. The REIT could also consider fully acquiring a separate mall, which it already has a 70% stake in, in a distribution-per-unit-accretive deal, they add. UOB Kay Hian maintains its buy rating and target price of S$0.81. The REIT's units rise 0.8% to S$0.625. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

January 07, 2026 22:49 ET (03:49 GMT)

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The real estate investment trust sold another asset above the estimated price, which offers room for the suburban mall to be revalued higher, the analyst says. He estimates the suburban mall's valuation could rise by S$447 million, which would reduce the REIT's aggregate leverage by four percentage points. The REIT could also consider fully acquiring a separate mall, which it already has a 70% stake in, in a distribution-per-unit-accretive deal, they add. UOB Kay Hian maintains its buy rating and target price of S$0.81. The REIT's units rise 0.8% to S$0.625. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 07, 2026 22:49 ET (03:49 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lendlease Global Commercial REIT Could Get Upside From Mall Revaluation -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLendlease Global Commercial REIT Could Get Upside From Mall Revaluation -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2026-01-08 11:49</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0349 GMT - <a href=\"https://laohu8.com/S/JYEU.SI\">Lendlease Global Commercial REIT</a> is likely to see upside from potential revaluation of a Singapore suburban mall, says UOB Kay Hian's Jonathan Koh in a note. The real estate investment trust sold another asset above the estimated price, which offers room for the suburban mall to be revalued higher, the analyst says. He estimates the suburban mall's valuation could rise by S$447 million, which would reduce the REIT's aggregate leverage by four percentage points. The REIT could also consider fully acquiring a separate mall, which it already has a 70% stake in, in a distribution-per-unit-accretive deal, they add. UOB Kay Hian maintains its buy rating and target price of S$0.81. The REIT's units rise 0.8% to S$0.625. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 07, 2026 22:49 ET (03:49 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999003826.SGD","symbol_name":"日興資管新加坡股息基金 SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2601355334","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2601355334","pubTimestamp":1767844140,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0349 GMT - Lendlease Global Commercial REIT is likely to see upside from potential revaluation of a Singapore suburban mall, says UOB Kay Hian's Jonathan Koh in a note. The real estate investment trust sold another asset above the estimated price, which offers room for the suburban mall to be revalued higher, the analyst says. He estimates the suburban mall's valuation could rise by S$447 million, which would reduce the REIT's aggregate leverage by four percentage points. The REIT could also consider fully acquiring a separate mall, which it already has a 70% stake in, in a distribution-per-unit-accretive deal, they add. UOB Kay Hian maintains its buy rating and target price of S$0.81. The REIT's units rise 0.8% to S$0.625. 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The real estate investment trust sold another asset above the estimated price, which offers room for the suburban mall to be revalued higher, the analyst says. He estimates the suburban mall's valuation could rise by S$447 million, which would reduce the REIT's aggregate leverage by four percentage points. The REIT could also consider fully acquiring a separate mall, which it already has a 70% stake in, in a distribution-per-unit-accretive deal, they add. UOB Kay Hian maintains its buy rating and target price of S$0.81. The REIT's units rise 0.8% to S$0.625. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 07, 2026 22:49 ET (03:49 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}