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M Stanley Expects LINK REIT (00823.HK) Negative Rental Reversion to Widen, Full-yr DPU May Drop
2026-04-09 11:44:59
LINK REIT (00823.HK) announced the disposal of its stake in Swing By@Thomson Plaza, a retail property in Singapore, at a consideration of SGD250 million, representing a premium to fair value, Morgan Stanley released a research report saying.

Although LINK REIT's retail sales were strong in 2M26, Morgan Stanley remained cautious on mass retail due to the acceleration of online shopping and further penetration of China e-commerce.

Therefore, despite improved tenant sales, the broker still expected the negative rental reversion to widen from 7.5% in 9MFY2026 to 8.5% for the full fiscal year. DPU for FY2026 may decline by about 8% to $2.52. Morgan Stanley now rated LINK REIT at Equalweight, with a target price of $37.
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AASTOCKS Financial News
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