RL Commercial REIT Set to Gain From Looming Asset Infusions -- Market Talk

Dow Jones

Jun 25, 2025

0331 GMT - RL Commercial REIT stands to benefit from looming asset infusions by its sponsor Robinsons Land, Maybank Securities' Raffy Mendoza says in a research report. Both recently announced board approvals for a property-for-share swap involving nine malls, which will boost the REIT's gross leasable area by 39%, the analyst says. These malls, most of which are in emerging provincial areas of the Philippines, will enable the REIT to have the largest mall portfolio. Revenue from the assets is expected to accrue to the REIT starting in 3Q. Maybank Securities lifts its 2025 and 2026 earnings forecasts for the REIT by 2% and 30%, respectively. The brokerage raises the REIT's target price to PHP8.00 from PHP7.10, with an unchanged buy rating. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

June 24, 2025 23:31 ET (03:31 GMT)

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Both recently announced board approvals for a property-for-share swap involving nine malls, which will boost the REIT's gross leasable area by 39%, the analyst says. These malls, most of which are in emerging provincial areas of the Philippines, will enable the REIT to have the largest mall portfolio. Revenue from the assets is expected to accrue to the REIT starting in 3Q. Maybank Securities lifts its 2025 and 2026 earnings forecasts for the REIT by 2% and 30%, respectively. The brokerage raises the REIT's target price to PHP8.00 from PHP7.10, with an unchanged buy rating. (ronnie.harui@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 24, 2025 23:31 ET (03:31 GMT)\n</p>\n<p>\n  Copyright (c) 2025 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>RL Commercial REIT Set to Gain From Looming Asset Infusions -- 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: 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\">\nRL Commercial REIT Set to Gain From Looming Asset Infusions -- Market Talk\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\">2025-06-25 11:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0331 GMT - RL Commercial REIT stands to benefit from looming asset infusions by its sponsor <a href=\"https://laohu8.com/S/RBLAF\">Robinsons Land</a>, Maybank Securities' Raffy Mendoza says in a research report. Both recently announced board approvals for a property-for-share swap involving nine malls, which will boost the REIT's gross leasable area by 39%, the analyst says. These malls, most of which are in emerging provincial areas of the Philippines, will enable the REIT to have the largest mall portfolio. Revenue from the assets is expected to accrue to the REIT starting in 3Q. Maybank Securities lifts its 2025 and 2026 earnings forecasts for the REIT by 2% and 30%, respectively. The brokerage raises the REIT's target price to PHP8.00 from PHP7.10, with an unchanged buy rating. (ronnie.harui@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 24, 2025 23:31 ET (03:31 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CFA.SI","symbol_name":"NikkoAM-STC Asia REIT","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2546269936","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2546269936","pubTimestamp":1750822260,"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":"0331 GMT - RL Commercial REIT stands to benefit from looming asset infusions by its sponsor Robinsons Land, Maybank Securities' Raffy Mendoza says in a research report. Both recently announced board approvals for a property-for-share swap involving nine malls, which will boost the REIT's gross leasable area by 39%, the analyst says. These malls, most of which are in emerging provincial areas of the Philippines, will enable the REIT to have the largest mall portfolio. Revenue from the assets is expected to accrue to the REIT starting in 3Q. Maybank Securities lifts its 2025 and 2026 earnings forecasts for the REIT by 2% and 30%, respectively. The brokerage raises the REIT's target price to PHP8.00 from PHP7.10, with an unchanged buy rating. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"CFA.SI":"NikkoAM-STC Asia REIT","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","RL":"拉夫劳伦","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4202":"服装、服饰与奢侈品","REIT":"ALPS Active REIT ETF"},"translate_title":"RL商业房地产投资信托基金将从迫在眉睫的资产注入中受益——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"REIT":1,"RL":1,"CFA.SI":1},"content_text":"0331 GMT - RL Commercial REIT stands to benefit from looming asset infusions by its sponsor Robinsons Land, Maybank Securities' Raffy Mendoza says in a research report. Both recently announced board approvals for a property-for-share swap involving nine malls, which will boost the REIT's gross leasable area by 39%, the analyst says. These malls, most of which are in emerging provincial areas of the Philippines, will enable the REIT to have the largest mall portfolio. Revenue from the assets is expected to accrue to the REIT starting in 3Q. Maybank Securities lifts its 2025 and 2026 earnings forecasts for the REIT by 2% and 30%, respectively. The brokerage raises the REIT's target price to PHP8.00 from PHP7.10, with an unchanged buy rating. (ronnie.harui@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 24, 2025 23:31 ET (03:31 GMT)\n\n\n  Copyright (c) 2025 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":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}