Mapletree Logistics Trust Could Trim China Exposure -- Market Talk

Dow Jones

Jan 30

0103 GMT - Mapletree Logistics Trust could trim its exposure to China by selling properties to its sponsor's upcoming logistics-focused fund, says UOB Kay Hian's Jonathan Koh in a note. The Chinese market's drag on Mapletree Logistics' growth in rental rates moderated in 3Q, but the outlook for assets in eastern China remains challenging due to elevated vacancy, says Koh. Chinese consumer spending is also likely to be soft given a weak labor market and more households pivoting away from big-ticket purchases, he adds. Meanwhile, the continued strength of the Singapore dollar could pose further headwinds, weighing on the trust's overseas logistics properties. UOB Kay Hian maintains its hold rating and S$1.38 target price. Units are flat at S$1.37.(megan.cheah@wsj.com)

(END) Dow Jones Newswires

January 29, 2026 20:03 ET (01:03 GMT)

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The Chinese market's drag on Mapletree Logistics' growth in rental rates moderated in 3Q, but the outlook for assets in eastern China remains challenging due to elevated vacancy, says Koh. Chinese consumer spending is also likely to be soft given a weak labor market and more households pivoting away from big-ticket purchases, he adds. Meanwhile, the continued strength of the Singapore dollar could pose further headwinds, weighing on the trust's overseas logistics properties. UOB Kay Hian maintains its hold rating and S$1.38 target price. Units are flat at S$1.37.(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 29, 2026 20:03 ET (01:03 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>Mapletree Logistics Trust Could Trim China Exposure -- 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\">\nMapletree Logistics Trust Could Trim China Exposure -- 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\">2026-01-30 09:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0103 GMT - <a href=\"https://laohu8.com/S/M44U.SI\">Mapletree Logistics Trust</a> could trim its exposure to China by selling properties to its sponsor's upcoming logistics-focused fund, says UOB Kay Hian's Jonathan Koh in a note. The Chinese market's drag on Mapletree Logistics' growth in rental rates moderated in 3Q, but the outlook for assets in eastern China remains challenging due to elevated vacancy, says Koh. Chinese consumer spending is also likely to be soft given a weak labor market and more households pivoting away from big-ticket purchases, he adds. Meanwhile, the continued strength of the Singapore dollar could pose further headwinds, weighing on the trust's overseas logistics properties. UOB Kay Hian maintains its hold rating and S$1.38 target price. Units are flat at S$1.37.(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 29, 2026 20:03 ET (01:03 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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":"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":"2607206321","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2607206321","pubTimestamp":1769734980,"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":"0103 GMT - Mapletree Logistics Trust could trim its exposure to China by selling properties to its sponsor's upcoming logistics-focused fund, says UOB Kay Hian's Jonathan Koh in a note. The Chinese market's drag on Mapletree Logistics' growth in rental rates moderated in 3Q, but the outlook for assets in eastern China remains challenging due to elevated vacancy, says Koh. Chinese consumer spending is also likely to be soft given a weak labor market and more households pivoting away from big-ticket purchases, he adds. Meanwhile, the continued strength of the Singapore dollar could pose further headwinds, weighing on the trust's overseas logistics properties. UOB Kay Hian maintains its hold rating and S$1.38 target price. Units are flat at S$1.37.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU0048597586.USD":"富达亚洲焦点A","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0048573645.USD":"富达东盟基金","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU1839390173.USD":"JPM ASEAN EQUITY \"A\" (USD) INC","LU0251143029.SGD":"Fidelity ASEAN A-SGD","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0441851309.USD":"JPM ASEAN EQUITY \"A\" ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","BK6512":"房地产股","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","M44U.SI":"丰树物流信托","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","SGXZ27511609.SGD":"NIKKO AM SINGAPORE DIVIDEND EQUITY \"SGD\" (SGD) ACC","SG9999014302.SGD":"RHB Singapore Income Fund SGD","BK6082":"工业房地产投资信托","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","LU0414403682.SGD":"Blackrock Asia Pacific Equity Income A5 SGD-H","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU1508157978.USD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU0738912210.USD":"Blackrock Asia Pacific Equity Income A6 USD","SG9999002406.SGD":"利安新加坡信托基金","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","BK6516":"银行与投资服务概念","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC"},"translate_title":"丰树物流信托可能会削减中国业务——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"M44U.SI":0.9},"content_text":"0103 GMT - Mapletree Logistics Trust could trim its exposure to China by selling properties to its sponsor's upcoming logistics-focused fund, says UOB Kay Hian's Jonathan Koh in a note. The Chinese market's drag on Mapletree Logistics' growth in rental rates moderated in 3Q, but the outlook for assets in eastern China remains challenging due to elevated vacancy, says Koh. Chinese consumer spending is also likely to be soft given a weak labor market and more households pivoting away from big-ticket purchases, he adds. Meanwhile, the continued strength of the Singapore dollar could pose further headwinds, weighing on the trust's overseas logistics properties. UOB Kay Hian maintains its hold rating and S$1.38 target price. Units are flat at S$1.37.(megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 29, 2026 20:03 ET (01:03 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":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}