Rents at Some CapitaLand China Trust Assets Could Be Pressured -- Market Talk

Dow Jones

Feb 06

0550 GMT - Rent rates at CapitaLand China Trust's business parks and logistics assets could continue to see some pressure, says DBS Group Research's Geraldine Wong in a note. This comes as further rental incentives could be given to business park tenants to retain them, the analyst says. She believes the retail segment is the only one with firm footing this year, as Chinese consumer spending confidence could rise. Overall distributions per unit could be weighed by still weak operations and foreign exchange, she adds. The real-estate investment trust is also poised to sell some assets to Shanghai-listed CapitaLand Commercial C-REIT, Wong says, with a deal potentially in 2H. DBS retains a hold rating while reviewing its S$0.75 target price on CapitaLand China Trust's units, which are down 1.3% at S$0.77. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

February 06, 2026 00:50 ET (05:50 GMT)

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This comes as further rental incentives could be given to business park tenants to retain them, the analyst says. She believes the retail segment is the only one with firm footing this year, as Chinese consumer spending confidence could rise. Overall distributions per unit could be weighed by still weak operations and foreign exchange, she adds. The real-estate investment trust is also poised to sell some assets to Shanghai-listed CapitaLand Commercial C-REIT, Wong says, with a deal potentially in 2H. DBS retains a hold rating while reviewing its S$0.75 target price on CapitaLand China Trust's units, which are down 1.3% at S$0.77. (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  February 06, 2026 00:50 ET (05:50 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>Rents at Some CapitaLand China Trust Assets Could Be Pressured -- 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\">\nRents at Some CapitaLand China Trust Assets Could Be Pressured -- 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\">2026-02-06 13:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0550 GMT - Rent rates at <a href=\"https://laohu8.com/S/AU8U.SI\">CapitaLand China Trust</a>'s business parks and logistics assets could continue to see some pressure, says DBS Group Research's Geraldine Wong in a note. This comes as further rental incentives could be given to business park tenants to retain them, the analyst says. She believes the retail segment is the only one with firm footing this year, as Chinese consumer spending confidence could rise. Overall distributions per unit could be weighed by still weak operations and foreign exchange, she adds. The real-estate investment trust is also poised to sell some assets to Shanghai-listed CapitaLand Commercial C-REIT, Wong says, with a deal potentially in 2H. DBS retains a hold rating while reviewing its S$0.75 target price on CapitaLand China Trust's units, which are down 1.3% at S$0.77. (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  February 06, 2026 00:50 ET (05:50 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":"LU0251144936.SGD","symbol_name":"Fidelity Sustainable Asia Equity A-SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2609556975","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2609556975","pubTimestamp":1770357000,"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":"0550 GMT - Rent rates at CapitaLand China Trust's business parks and logistics assets could continue to see some pressure, says DBS Group Research's Geraldine Wong in a note. This comes as further rental incentives could be given to business park tenants to retain them, the analyst says. She believes the retail segment is the only one with firm footing this year, as Chinese consumer spending confidence could rise. Overall distributions per unit could be weighed by still weak operations and foreign exchange, she adds. The real-estate investment trust is also poised to sell some assets to Shanghai-listed CapitaLand Commercial C-REIT, Wong says, with a deal potentially in 2H. DBS retains a hold rating while reviewing its S$0.75 target price on CapitaLand China Trust's units, which are down 1.3% at S$0.77. 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This comes as further rental incentives could be given to business park tenants to retain them, the analyst says. She believes the retail segment is the only one with firm footing this year, as Chinese consumer spending confidence could rise. Overall distributions per unit could be weighed by still weak operations and foreign exchange, she adds. The real-estate investment trust is also poised to sell some assets to Shanghai-listed CapitaLand Commercial C-REIT, Wong says, with a deal potentially in 2H. DBS retains a hold rating while reviewing its S$0.75 target price on CapitaLand China Trust's units, which are down 1.3% at S$0.77. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 06, 2026 00:50 ET (05:50 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"}}}