CapitaLand Investment Seems Cautiously Optimistic, But Flags Near-Term Headwinds -- Market Talk

Dow Jones

05/05

0503 GMT - CapitaLand Investment seems cautiously optimistic for the rest of 2026, but flags near-term headwinds, UOB Kay Hian's Adrian Loh says in a research report. In an analysts' call, management stated that it targets double-digit fee revenue growth in 2026, the analyst notes. However, management also guided for single-digit operating earnings growth, with 2Q fund-raising a key risk as the S$4.9 billion raised in 2025 will be difficult to beat in a volatile market, the analyst says. Also, the real-estate manager's exposure to China remains a drag, with negative rental reversion pressure throughout its retail, office, logistics and industrial parks assets. The brokerage lowers the stock's target price to S$3.93 from S$4.05, but keeps its buy rating. Shares are unchanged at S$2.65. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

May 05, 2026 01:03 ET (05:03 GMT)

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In an analysts' call, management stated that it targets double-digit fee revenue growth in 2026, the analyst notes. However, management also guided for single-digit operating earnings growth, with 2Q fund-raising a key risk as the S$4.9 billion raised in 2025 will be difficult to beat in a volatile market, the analyst says. Also, the real-estate manager's exposure to China remains a drag, with negative rental reversion pressure throughout its retail, office, logistics and industrial parks assets. The brokerage lowers the stock's target price to S$3.93 from S$4.05, but keeps its buy rating. Shares are unchanged at S$2.65. (ronnie.harui@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  May 05, 2026 01:03 ET (05:03 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":"SG9999005177.SGD","symbol_name":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2633996879","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2633996879","pubTimestamp":1777957380,"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":"0503 GMT - CapitaLand Investment seems cautiously optimistic for the rest of 2026, but flags near-term headwinds, UOB Kay Hian's Adrian Loh says in a research report. 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In an analysts' call, management stated that it targets double-digit fee revenue growth in 2026, the analyst notes. However, management also guided for single-digit operating earnings growth, with 2Q fund-raising a key risk as the S$4.9 billion raised in 2025 will be difficult to beat in a volatile market, the analyst says. Also, the real-estate manager's exposure to China remains a drag, with negative rental reversion pressure throughout its retail, office, logistics and industrial parks assets. The brokerage lowers the stock's target price to S$3.93 from S$4.05, but keeps its buy rating. Shares are unchanged at S$2.65. (ronnie.harui@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 05, 2026 01:03 ET (05:03 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":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}