Mapletree Logistics Trust Drops 3.54% Facing Risks From Protracted Trade War

Dow Jones

Apr 29, 2025

Mapletree Logistics Trust faces risks from the protracted trade war, UOB Kay Hian's Jonathan Koh says in a research report.

Management cautioned that this could impact demand for warehouse space, hence reducing occupancy and rental rates, the analyst notes.

Also, management expects negative rental reversion in China to continue at high-single-digits, possibly for another four quarters in FY 2026, the analyst adds.

The brokerage cuts its FY 2026-2027 distribution-per-unit forecasts for the REIT by 4%, partly due to continued negative rental reversion in China.

It trims the unit's target price to S$1.31 from S$1.35, with an unchanged hold rating.

Mapletree Log Tr drops 3.54% at 2:29 pm, May 8th.

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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nMapletree Logistics Trust Drops 3.54% Facing Risks From Protracted Trade War\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\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\">2025-04-29 09:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Mapletree Logistics Trust faces risks from the protracted trade war, UOB Kay Hian's Jonathan Koh says in a research report. </p><p>Management cautioned that this could impact demand for warehouse space, hence reducing occupancy and rental rates, the analyst notes. </p><p>Also, management expects negative rental reversion in China to continue at high-single-digits, possibly for another four quarters in FY 2026, the analyst adds. </p><p>The brokerage cuts its FY 2026-2027 distribution-per-unit forecasts for the REIT by 4%, partly due to continued negative rental reversion in China. </p><p>It trims the unit's target price to S$1.31 from S$1.35, with an unchanged hold rating. </p><p> <a href=\"https://laohu8.com/S/M44U.SI\">Mapletree Log Tr</a> drops 3.54% at 2:29 pm, May 8th.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd552ff68ae2b1f77fc9b9c746320410\" tg-width=\"886\" tg-height=\"637\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK6512","symbol_name":"房地产股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2531321611","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2531321611","pubTimestamp":1745890920,"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":"0142 GMT - Mapletree Logistics Trust faces risks from the protracted trade war, UOB Kay Hian's Jonathan Koh says in a research report. Management cautioned that this could impact demand for warehouse space, hence reducing occupancy and rental rates, the analyst notes. Also, management expects negative rental reversion in China to continue at high-single-digits, possibly for another four quarters in FY 2026, the analyst adds. The brokerage cuts its FY 2026-2027 distribution-per-unit forecasts for","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK6512":"房地产股","BK6082":"工业房地产投资信托","BK6133":"工业房地产信托","BK6039":"环境与设施服务","BK6520":"工商业服务概念","M44U.SI":"丰树物流信托"},"translate_title":"丰树物流信托下跌3.54%面临贸易战旷日持久的风险","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"M44U.SI":0.9},"content_text":"Mapletree Logistics Trust faces risks from the protracted trade war, UOB Kay Hian's Jonathan Koh says in a research report. Management cautioned that this could impact demand for warehouse space, hence reducing occupancy and rental rates, the analyst notes. Also, management expects negative rental reversion in China to continue at high-single-digits, possibly for another four quarters in FY 2026, the analyst adds. The brokerage cuts its FY 2026-2027 distribution-per-unit forecasts for the REIT by 4%, partly due to continued negative rental reversion in China. It trims the unit's target price to S$1.31 from S$1.35, with an unchanged hold rating.  Mapletree Log Tr drops 3.54% at 2:29 pm, May 8th.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"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"}}}