Research from SooChow CSSD Capital Markets (Asia), SCCM Asia Research

SCCM Asia Research

Research from SooChow CSSD Capital Markets (Asia)

Headquartered in Singapore, SooChow CSSD Capital Markets (Asia) is an investment bank focusing on emerging growth companies across Asia, providing a full suite of investment banking services, including corporate finance, mergers and acquisitions advisory, equity capital markets, institutional equities sales and trading and equities research.

SooChow CSSD Capital Markets (Asia)

Thematic (Sector/Industry)

<ul><li><a href="https://www.smartkarma.com/entities/mapletree-commercial-trust" target="_blank" data-smartkarma-citation="entities:106" rel="noopener">Mapletree Commercial Trust (MCT SP)</a> 1Q23 Business Updates – VivoCity rebounded strongly, Office assets remained steady</li><li><a href="https://www.smartkarma.com/entities/ascendas-india-trust" target="_blank" data-smartkarma-citation="entities:935" rel="noopener">Ascendas India Trust (AIT SP)</a> 1H22 DPU +2.0% YoY; Strong recovery in occupancy as park population rose</li><li><a href="https://www.smartkarma.com/entities/first-real-estate-investment-trust" target="_blank" data-smartkarma-citation="entities:15848" rel="noopener">First REIT (FIRT SP) </a>2Q22 DPU +1.5% YoY; Boosted by recent acquisition of Japan nursing homes</li></ul>

Mapletree Commercial Trust (MCT SP) 1Q23 Business Updates – VivoCity rebounded strongly, Office assets remained steadyAscendas India Trust (AIT SP) 1H22 DPU +2.0% YoY; Strong recovery in occupancy as park population roseFirst REIT (FIRT SP) 2Q22 DPU +1.5% YoY; Boosted by recent acquisition of Japan nursing homes

ASEAN Builder's Scoop (1Aug22) - MCT Strong Metrics from VivoCity

<ul><li><a href="https://www.smartkarma.com/entities/ascendas-india-trust" target="_blank" data-smartkarma-citation="entities:935" rel="noopener">Ascendas India Trust (AIT SP)</a> to invest in two additional industrial facilities at Chennai</li><li>Condominium saw rents rising by 2.1% MoM in Jun22</li><li>Retail sales normalizing to pre-pandemic levels but risk of recession persists</li></ul>

Ascendas India Trust (AIT SP) to invest in two additional industrial facilities at ChennaiCondominium saw rents rising by 2.1% MoM in Jun22Retail sales normalizing to pre-pandemic levels but risk of recession persists

ASEAN Builder's Scoop (15Jul22) - AIT to Add 2 Industrial Facilities at Chennai

<ul><li><a href="https://www.smartkarma.com/entities/suntec-reit" target="_blank" data-smartkarma-citation="entities:151" rel="noopener">Suntec REIT (SUN SP)</a> 1Q22 DPU +16.9% YoY; Reversions improving as retail rebounded</li><li><a href="https://www.smartkarma.com/entities/capitaland-china-trust" target="_blank" data-smartkarma-citation="entities:8859" rel="noopener">CapitaLand China Trust (CLCT SP)</a> 1Q22 Business Updates – New Economy assets cushioned weakness in Retail</li><li><a href="https://www.smartkarma.com/entities/ascendas-india-trust" target="_blank" data-smartkarma-citation="entities:935" rel="noopener">Ascendas India Trust (AIT SP)</a> 1Q22 Business Updates – Slowing reversions though occupancy remains steady at 87%</li></ul>

Suntec REIT (SUN SP) 1Q22 DPU +16.9% YoY; Reversions improving as retail reboundedCapitaLand China Trust (CLCT SP) 1Q22 Business Updates – New Economy assets cushioned weakness in RetailAscendas India Trust (AIT SP) 1Q22 Business Updates – Slowing reversions though occupancy remains steady at 87%

ASEAN Builder's Scoop (26Apr22) - SUN Retail Rebound Boosts Growth

<ul><li><a href="https://www.smartkarma.com/entities/ascendas-india-trust" target="_blank" data-smartkarma-citation="entities:935" rel="noopener">Ascendas India Trust (AIT SP)</a> acquires seventh warehouse near Navi Mumbai from Arshiya Group</li><li><a href="https://www.smartkarma.com/entities/aims-amp-capital-industrial" target="_blank" data-smartkarma-citation="entities:933" rel="noopener">AIMS APAC REIT (AAREIT SP)</a> extends target acquisition date for 315 Alexandra Road</li><li>IWG unveils new Regus Centre in Zhongshan Park Balestier</li></ul>

Ascendas India Trust (AIT SP) acquires seventh warehouse near Navi Mumbai from Arshiya GroupAIMS APAC REIT (AAREIT SP) extends target acquisition date for 315 Alexandra RoadIWG unveils new Regus Centre in Zhongshan Park Balestier

ASEAN Builder's Scoop (24Mar22) - AIT Buys 7th Warehouse near Navi Mumbai

<ul><li><a href="https://www.smartkarma.com/entities/aims-amp-capital-industrial" target="_blank" data-smartkarma-citation="entities:933" rel="noopener">AIMS APAC REIT (AAREIT SP)</a> 3Q22 DPU +14.6% YoY; Resilient performance further boosted by Woolworths acquisition</li><li><a href="https://www.smartkarma.com/entities/esr-reit" target="_blank" data-smartkarma-citation="entities:10934" rel="noopener">ESR-REIT (EREIT SP)</a> 2H21 DPU -0.6% YoY; Reversions turning positive with steady occupancies</li><li><a href="https://www.smartkarma.com/entities/mapletree-commercial-trust" target="_blank" data-smartkarma-citation="entities:106" rel="noopener">Mapletree Commercial Trust (MCT SP)</a> 3Q22 Business Updates – Vivocity recovery momentum sustained</li></ul>

AIMS APAC REIT (AAREIT SP) 3Q22 DPU +14.6% YoY; Resilient performance further boosted by Woolworths acquisitionESR-REIT (EREIT SP) 2H21 DPU -0.6% YoY; Reversions turning positive with steady occupanciesMapletree Commercial Trust (MCT SP) 3Q22 Business Updates – Vivocity recovery momentum sustained

ASEAN Builder's Scoop (27Jan22) - AAREIT Resilient Performance

Singapore

CapitaLand India Trust is a Singapore-listed property trust that invests in and develops income-producing real estate, primarily business spaces in India. Its portfolio includes IT business parks, industrial facilities, logistics parks, and data centers across major Indian cities. The trust was listed in August 2007 and is headquartered in Singapore.

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CapitaLand India Trust (CLINT SP)

ASEAN Builder's Scoop (1Aug22) - MCT Strong Metrics from VivoCity

AIT rising park population drove occupancy higher; FIRT boosted by acquisitions; EREIT divests Pandan Log Hub; Suburban malls' rents to outperform...

SCCM Asia Research

ASEAN Builder's Scoop (15Jul22) - AIT to Add 2 Industrial Facilities at Chennai

Resi condo rents +2.1% MoM in Jun22; Retail sales normalize to pre-pandemic levels; JRPT plans for IDR100bn shares buyback; TRCB generates...

SCCM Asia Research

ASEAN Builder's Scoop (26Apr22) - SUN Retail Rebound Boosts Growth

CLCT New Economy cushioned Retail weakness; AIT slowing reversions; SMPH sets PHP80bn FY22 capex; MEG builds smart condo tower

SCCM Asia Research

ASEAN Builder's Scoop (24Mar22) - AIT Buys 7th Warehouse near Navi Mumbai

AAREIT extends Alexandra Rd target acq date; IWG opens Regus Centre in Balestier; TAGB debuted Paradox collection; SpaceDC buildings US$700m Phils...

SCCM Asia Research

ASEAN Builder's Scoop (27Jan22) - AAREIT Resilient Performance

AAREIT resilient performance; EREIT reversions turning positive; MCT VivoCity recovery sustained; KORE reversions slowing; AIT robust portfolio...

SCCM Asia Research

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