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Mapletree Pan Asia Commercial Trust 2Q FY26/27 Results Presentation

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Mapletree Pan Asia Commercial Trust (MPACT) 2Q & 1H FY26/27 financial results presentation, lodged with SGX (Singapore Exchange) via SGXNET on 30 October 2026. It reports 2Q distribution per unit (DPU) of 1.94 Singapore cents (-3.5% yoy) and 1H DPU of 3.90 cents, net property income (NPI) of S$153.5 million (S$ = Singapore dollars) in 2Q (-6.3%), finance expenses down 10.1% in 2Q, aggregate leverage of 38.1%, committed occupancy of 85.6% and VivoCity 1H rental reversion of +15.0%. Mapletree's financial year runs April to March, so FY26/27 is 1 April 2026 to 31 March 2027; 2Q FY26/27 covers July to September 2026 and 1H covers April to September 2026.

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Điều Hướng Nhanh

Thẻ

Investor presentation
REIT results presentation
Singapore REIT
S-REIT
MPACT

Chia sẻ slide

Mô Tả

Chủ Đề Chính

Mapletree Pan Asia Commercial Trust (MPACT) 2Q & 1H FY26/27 financial results presentation, lodged with SGX (Singapore Exchange) via SGXNET on 30 October 2026. It reports 2Q distribution per unit (DPU) of 1.94 Singapore cents (-3.5% yoy) and 1H DPU of 3.90 cents, net property income (NPI) of S$153.5 million (S$ = Singapore dollars) in 2Q (-6.3%), finance expenses down 10.1% in 2Q, aggregate leverage of 38.1%, committed occupancy of 85.6% and VivoCity 1H rental reversion of +15.0%. Mapletree's financial year runs April to March, so FY26/27 is 1 April 2026 to 31 March 2027; 2Q FY26/27 covers July to September 2026 and 1H covers April to September 2026.

Lợi Ích Chính

  • •Complete half-year REIT results pack in 65 pages: income statements, balance sheet, capital management, distribution timetable, portfolio metrics, market data and asset fact sheets
  • •Clear 2Q and 1H year-on-year comparison tables with gross revenue, NPI, finance expenses, distributable income and DPU
  • •Property-by-property contribution analysis for Mapletree Business City, VivoCity, Festival Walk, China, Japan and Korea assets
  • •Risk-based capital management view: debt maturity profile, currency mix, hedging, interest coverage sensitivities
  • •Appendix of Colliers-sourced market information for Singapore, Hong Kong, Beijing, Shanghai, Greater Tokyo and Seoul
  • •Sustainability section covering green targets, Net Zero by 2050 roadmap and 2026 GRESB results

Đối Tượng Mục Tiêu

  • •Equity and credit analysts covering Singapore REITs and Asian commercial real estate
  • •REIT investors and unitholders tracking MPACT distributions and portfolio performance
  • •Investor relations teams preparing REIT or real-estate results decks
  • •Presentation designers and finance teams who need a structured results-deck template
  • •Students and researchers studying S-REIT reporting practice

Trường Hợp Sử Dụng

  • •Reviewing MPACT's 2Q and 1H FY26/27 operating and financial performance before an investment decision
  • •Benchmarking MPACT's occupancy, rental reversion, leverage and cost of debt against other S-REITs
  • •Using the deck structure (highlights, financials, portfolio, sustainability, outlook, appendices) as a template for a REIT half-year results presentation
  • •Building a market overview appendix with rent, occupancy and supply tables per city
  • •Teaching how a listed trust presents distribution timetables, capital management and valuation disclosures

Đề Xuất Giá Trị Độc Đáo

  • •A full 65-page, SGX-lodged REIT results deck with real figures across five gateway markets in Asia
  • •Consistent corporate design: white slides, teal table headers, orange subtitles and full-bleed property photo dividers
  • •Combines financial tables, stacked contribution charts, KPI tiles, maps, supply tables and asset fact sheets in one reusable structure
  • •Available as a downloadable PPTX conversion as well as the original PDF, so the layouts can be adapted for your own REIT or real-estate reporting

Trang Slide (65)

Xem chi tiết từng trang slide, bao gồm bố cục, nội dung chính và các phần tử trực quan.

Trang 1
title slide

Cover: 2Q & 1H FY26/27 Financial Results

Nội Dung

Title slide for Mapletree Pan Asia Commercial Trust, 2Q & 1H FY26/27 Financial Results, dated 30 October 2026.

Cấu Trúc Bố Cục

Full-bleed collage of property photos (VivoCity centre, Festival Walk, Mapletree Business City, Japan and China towers) with title block and logo overlay.

Phần Tử Trực Quan Chính

  • •Property photo collage
  • •Trust logo
  • •Title and date block
Trang 2
disclaimer

Important Notice

Nội Dung

Disclaimer stating units are not obligations of the Manager (MPACT Management Ltd.) or DBS Trustee and trade on the SGX-ST. It tells readers to read the deck with the SGXNET announcement of 30 October 2026 for the period 1 April to 30 September 2026, with a QR code to investor.mapletreepact.com/financial-results.html.

Cấu Trúc Bố Cục

Text-heavy legal disclaimer in dense paragraphs with a QR code to the investor relations page.

Phần Tử Trực Quan Chính

  • •QR code
  • •Legal text blocks
  • •Logo top-right
Trang 3
agenda

Contents

Nội Dung

Agenda listing Key Highlights (p4), Financial Performance (p7), Portfolio Highlights (p17), Commitment to Sustainability (p30), Outlook (p33), Appendix 1 Market Information (p36) and Appendix 2 Other Asset Information (p55).

Cấu Trúc Bố Cục

Numbered section list with page references beside decorative maple-leaf artwork.

Phần Tử Trực Quan Chính

  • •Maple-leaf artwork
  • •Section list with page numbers
  • •Teal accent bar
Trang 4
section divider

Section Divider: Key Highlights

Nội Dung

Divider introducing the Key Highlights section, illustrated with the VivoCity 20 Years installation photo.

Cấu Trúc Bố Cục

Full-bleed photograph with section title overlay.

Phần Tử Trực Quan Chính

  • •VivoCity 20 Years installation photo
  • •Section title
Trang 5
KPI dashboard

Key Highlights: KPI Tiles

Nội Dung

KPI tiles show 2Q DPU of 1.94 Singapore cents, NAV per unit of S$1.73, aggregate leverage of 38.1% and weighted all-in cost of debt of 2.95% p.a. Also shown are AUM of S$15.3bn across 15 commercial properties in five gateway markets (including 50% of The Pinnacle Gangnam), committed occupancy of 85.6%, WALE of 2.3 years and rental reversion of +3.5%.

Cấu Trúc Bố Cục

Grid of large-number KPI tiles with short labels under each figure.

Phần Tử Trực Quan Chính

  • •KPI tiles
  • •Large numerals
  • •Teal and orange accents
Trang 6
executive summary

Key Highlights: Commentary

Nội Dung

Finance expenses fell 10.1% in 2Q and 14.4% in 1H on lower rates and debt reduction from FY25/26 divestment proceeds, while DPU of 1.94 cents (2Q) and 3.90 cents (1H) were lower yoy. Leverage was 38.1% with ICR of 3.3x, occupancy rose 1.2pp qoq to 85.6%, VivoCity NPI rose 5.0% in 2Q and 6.9% in 1H with 1H reversion of +15.0%, and MPACT was named a GRESB 2026 Sector Leader.

Cấu Trúc Bố Cục

Bulleted text slide grouped by theme (capital management, occupancy, VivoCity, Festival Walk, sustainability).

Phần Tử Trực Quan Chính

  • •Grouped bullet commentary
  • •Bold key figures
  • •Orange subheadings
Trang 7
section divider

Section Divider: Financial Performance

Nội Dung

Divider introducing the Financial Performance section with a glass fish sculpture at Mapletree Business City.

Cấu Trúc Bố Cục

Full-bleed photograph with section title overlay.

Phần Tử Trực Quan Chính

  • •Glass fish sculpture photo
  • •Section title
Trang 8
financial table

2Q FY26/27 vs 2Q FY25/26 Results

Nội Dung

Gross revenue was S$207,483k vs S$218,486k (-5.0%), NPI S$153,543k vs S$163,904k (-6.3%), finance expenses S$42,558k vs S$47,350k (-10.1%), distributable amount S$103,074k vs S$106,205k (-2.9%) and DPU 1.94 vs 2.01 cents (-3.5%). Drivers include the FJM non-renewal, China macro, Hong Kong retail and the divested TSI, ASY and Festival Walk Tower, with Singapore revenue +0.3%.

Cấu Trúc Bố Cục

Financial table with teal header and variance column, plus a commentary panel on the drivers.

Phần Tử Trực Quan Chính

  • •Income statement table
  • •Variance percentages
  • •Footnotes on divestments
Trang 9
stacked bar chart

2Q Gross Revenue and NPI Contribution

Nội Dung

On a comparable basis gross revenue moved from S$216.9m to S$210.5m and NPI from S$162.9m to S$155.8m. VivoCity grew (revenue 62.3 to 66.0, NPI 46.4 to 48.8) while China (18.6 to 15.5) and Japan (14.4 to 11.2) revenue declined; core assets contributed 58% of revenue and 60% of NPI.

Cấu Trúc Bố Cục

Two stacked bar charts (revenue and NPI) comparing the two periods, with segment labels and a callout on core assets.

Phần Tử Trực Quan Chính

  • •Stacked bar charts
  • •Segment data labels
  • •Core asset share callout
Trang 10
financial table

1H FY26/27 vs 1H FY25/26 Results

Nội Dung

1H gross revenue was S$413,945k vs S$437,102k (-5.3%), NPI S$308,317k vs S$329,894k (-6.5%), finance expenses S$83,434k vs S$97,448k (-14.4%), distributable amount S$207,276k vs S$212,974k (-2.7%) and DPU 3.90 vs 4.02 cents (-3.0%). Singapore revenue grew 1.2%, while constant-currency revenue fell 4.9% and NPI 6.4%.

Cấu Trúc Bố Cục

Financial table with teal header and variance column, with commentary notes below.

Phần Tử Trực Quan Chính

  • •Half-year income statement table
  • •Variance column
  • •Constant currency note
Trang 11
stacked bar chart

1H Contribution and Geographic Mix

Nội Dung

1H gross revenue moved from S$433.4m to S$419.9m and NPI from S$327.5m to S$312.8m on a comparable basis, with VivoCity revenue up 7.5% and NPI up 6.9%. By market, revenue was Singapore 66%, Hong Kong 19%, China 8%, Japan 5% and Korea 1%; core assets were 58% of revenue and 59% of NPI.

Cấu Trúc Bố Cục

Stacked bar charts for revenue and NPI plus market-share donut or percentage breakdown.

Phần Tử Trực Quan Chính

  • •Stacked bars by asset
  • •Geographic share percentages
  • •VivoCity growth callout
Trang 12
financial table

Balance Sheet

Nội Dung

At 30 September 2026, investment properties were S$15,021,114k, total assets S$15,389,737k, net borrowings S$5,772,164k and net assets S$9,172,344k, with perpetual securities down to nil after the S$250m redemption. NAV per unit was S$1.73 on 5,291,445k units, and a S$200m fixed-rate note was issued in June 2026.

Cấu Trúc Bố Cục

Two-column balance sheet table (30 Sep 2026 vs 31 Mar 2026) with teal header and footnotes.

Phần Tử Trực Quan Chính

  • •Balance sheet table
  • •Perpetual securities line
  • •Footnotes
Trang 13
data table

Capital Management

Nội Dung

Gross debt was S$5,913.4m at 30 Sep 2026, aggregate leverage 38.1% (37.7% at 30 Jun 2026; 37.6% a year ago), ICR 3.3x, cost of debt 2.95% (3.23% a year ago), fixed-rate share 71.8% and term to maturity 3.2 years. Moody's rating is Baa2 (negative) throughout and debt/NAV is 64.5%.

Cấu Trúc Bố Cục

Three-period comparison table with teal header (30 Sep 26, 30 Jun 26, 30 Sep 25).

Phần Tử Trực Quan Chính

  • •Capital management table
  • •Rating row
  • •Three period columns
Trang 14
stacked bar chart

Risk-Based Capital Management

Nội Dung

Gross debt is S$5.9bn with about S$0.6bn liquidity; ICR is 3.3x, 3.0x if EBITDA falls 10% and 2.5x if rates rise 100bps. Debt by currency is SGD 61%, HKD 16%, JPY 13%, RMB 7% and KRW 2%, and maturities run from S$256m in FY26/27 to S$400m in FY33/34 (peak S$1,323m in FY29/30).

Cấu Trúc Bố Cục

Multi-panel slide with currency pie charts, AUM by geography and a debt maturity bar chart.

Phần Tử Trực Quan Chính

  • •Debt maturity bar chart
  • •Currency pie charts
  • •ICR sensitivity figures
Trang 15
data chart

Interest Rate and Currency Hedging

Nội Dung

72% of debt is fixed and 28% floating (SGD 15, HKD 5, JPY 4, RMB 3, KRW 1), and a 50bps rate change equals 0.14 cents of DPU p.a. About 94% of distributable income is in SGD or hedged (SGD 80, hedged 15, unhedged 6).

Cấu Trúc Bố Cục

Two donut charts (debt mix and income currency exposure) with sensitivity callout.

Phần Tử Trực Quan Chính

  • •Donut charts
  • •DPU sensitivity callout
  • •Hedging percentages
Trang 16
data table

Distribution Details

Nội Dung

Distribution for 1 July to 30 September 2026 is 1.94 cents per unit, with notice on 30 October, cum date 5 November, ex-date 6 November 2026 at 9am, record date 10 November at 5pm and payment on 16 December 2026.

Cấu Trúc Bố Cục

Compact table of distribution period, rate and key dates in teal and orange.

Phần Tử Trực Quan Chính

  • •Distribution timetable
  • •Date list
  • •Rate highlight
Trang 17
section divider

Section Divider: Portfolio Highlights

Nội Dung

Divider introducing the Portfolio Highlights section with a Mapletree Business City photo.

Cấu Trúc Bố Cục

Full-bleed photograph with section title overlay.

Phần Tử Trực Quan Chính

  • •Mapletree Business City photo
  • •Section title
Trang 18
KPI dashboard

Portfolio Highlights 1H FY26/27

Nội Dung

Committed occupancy was 85.6% with rental reversion of 3.5% and 479,613 sq ft of retail plus 1,734,792 sq ft of office/business park space renewed or re-let, for 74.0% tenant retention. VivoCity tenant sales rose 4.1% and traffic 1.1%; Festival Walk sales rose 3.9% and traffic 6.7%.

Cấu Trúc Bố Cục

Summary KPI panels for portfolio, VivoCity and Festival Walk.

Phần Tử Trực Quan Chính

  • •KPI panels
  • •Retention figure
  • •Retail performance metrics
Trang 19
data table

Committed Occupancy

Nội Dung

Portfolio committed occupancy was 85.6% vs 84.4% at 30 Jun 2026 and 88.9% a year ago. MBC reached 95.4%, VivoCity 100%, Festival Walk 99.9%, China 84.5% and Japan 57.5% (impacted by FJM), with The Pinnacle Gangnam at 99.9%.

Cấu Trúc Bố Cục

Occupancy table by asset with three period columns and notes on BOAHF and mTower.

Phần Tử Trực Quan Chính

  • •Occupancy table
  • •Three period columns
  • •Asset footnotes
Trang 20
data table

Rental Reversion

Nội Dung

Across 231 leases covering 1,292.5k sq ft, retention was 74.0% and reversion +3.5%. VivoCity achieved +15.0% (83 leases), Pinnacle +32.7%, MBC +1.4%, Japan +2.4%, while Festival Walk was -15.6% and China -29.9%.

Cấu Trúc Bố Cục

Table of leases, retention, area and reversion per asset with total row, teal header.

Phần Tử Trực Quan Chính

  • •Reversion table
  • •Positive and negative reversion figures
  • •Total row
Trang 21
stacked bar chart

Lease Expiry Profile

Nội Dung

Portfolio WALE is 2.3 years (1.9 years on a commencement basis), with retail at 1.9 and office/business park at 2.7 years. By gross rental income, retail/office expiries are 4.9%/7.2% in FY26/27, 16.8%/9.7% in FY27/28 and 4.7%/13.5% in FY30/31 and beyond.

Cấu Trúc Bố Cục

Clustered bar chart of expiry by year split by retail and office, with WALE figures.

Phần Tử Trực Quan Chính

  • •Lease expiry bar chart
  • •WALE callouts
  • •Retail vs office split
Trang 22
asset performance panels

Office and Business Park Assets

Nội Dung

Four panels cover Singapore (95.4% occupancy, retention 81.0%/81.6%, reversion 1.4%/5.5%), China (84.5%, -29.9% reversion), Japan (about 6% of AUM, 57.5% occupancy, 2.4% reversion) and Korea (99.9%, 32.7% reversion).

Cấu Trúc Bố Cục

Four-panel layout, one per market, each with occupancy, retention, reversion and lease-expiry metrics.

Phần Tử Trực Quan Chính

  • •Four market panels
  • •Metric tiles
  • •Lease expiry figures
Trang 23
asset performance panels

Retail Assets

Nội Dung

VivoCity had 100% occupancy, retention of 73.3% and reversion of +15.0%, while Festival Walk had 99.9% occupancy, retention of 56.7% and reversion of -15.6%.

Cấu Trúc Bố Cục

Two-panel comparison of VivoCity and Festival Walk with metric tiles.

Phần Tử Trực Quan Chính

  • •Two asset panels
  • •Metric tiles
  • •Lease expiry figures
Trang 24
bar chart

VivoCity Traffic and Tenant Sales

Nội Dung

1H traffic rose from 21.9m to 22.1m (+1.1%) and tenant sales from S$519.1m to S$540.5m (+4.1%); 2Q tenant sales were S$273.7m vs S$264.9m. Circle Line Stage 6 opened on 12 July 2026 and HarbourFront Centre closed on 27 July 2026.

Cấu Trúc Bố Cục

Paired bar charts for traffic and sales by quarter with event notes.

Phần Tử Trực Quan Chính

  • •Traffic bar chart
  • •Sales bar chart
  • •Event notes
Trang 25
photo gallery

VivoCity Trade Remixing

Nội Dung

New tenants include Bake it Babe, Bee Cheng Hiang, Mister Mobile and Tissot, while Burberry beauty boutique, MUJI, PUMA and Typo have been rejuvenated.

Cấu Trúc Bố Cục

Photo grid of storefronts labelled new and rejuvenated.

Phần Tử Trực Quan Chính

  • •Storefront photos
  • •New vs rejuvenated labels
Trang 26
photo gallery

VivoCity Events and Marketing

Nội Dung

Highlights include the Sanrio Characters Moonlit Garden x TANGS Mid-Autumn Fair 2026 (25 August to 27 September) and Sky Park lanterns, supported by press coverage.

Cấu Trúc Bố Cục

Event photo collage with press clipping montage.

Phần Tử Trực Quan Chính

  • •Event photos
  • •Press coverage collage
Trang 27
bar chart

Festival Walk Traffic and Tenant Sales

Nội Dung

1H traffic rose from 15.6m to 16.6m (+6.7%), with 2Q traffic up 10.3% (8.0m to 8.8m). Tenant sales grew from HK$1,696.4m to HK$1,761.9m (+3.9%) and 2Q sales were HK$898.3m (+3.7%); space reconfiguration was completed in July 2026.

Cấu Trúc Bố Cục

Paired bar charts for traffic and sales with reconfiguration note.

Phần Tử Trực Quan Chính

  • •Traffic bar chart
  • •Sales bar chart
  • •Reconfiguration note
Trang 28
photo gallery

Festival Walk Trade Remixing

Nội Dung

New and remixed tenants shown include ICBC, So Gor Beef Brisket, Asics and Go Wild.

Cấu Trúc Bố Cục

Photo grid of storefronts with tenant labels.

Phần Tử Trực Quan Chính

  • •Storefront photos
  • •Tenant labels
Trang 29
photo gallery

Festival Walk Events

Nội Dung

Events include the Winnie the Pooh 100th pop-up, the Beware of Love press conference, Toei Animation 70th, Kalos Blocks x Coca-Cola and a Nintendo Switch 2 Yoshi event.

Cấu Trúc Bố Cục

Event photo collage with captions.

Phần Tử Trực Quan Chính

  • •Event photos
  • •Captions
Trang 30
section divider

Section Divider: Commitment to Sustainability

Nội Dung

Divider introducing the sustainability section with a Mapletree Business City garden photo.

Cấu Trúc Bố Cục

Full-bleed photograph with section title overlay.

Phần Tử Trực Quan Chính

  • •MBC garden photo
  • •Section title
Trang 31
framework diagram

Sustainability Framework and Targets

Nội Dung

Four pillars (Resilient & Sustainable Business, Climate Change, Social Value in Workplace & Community, High Ethical Standards) map 12 material topics to the UN SDGs. Targets include 60% of occupied area under green leases by 2030, 100% green-certified portfolio, 78.5% Scope 1+2 carbon intensity reduction by 2035 vs FY23/24 and 50% renewable electricity by 2030.

Cấu Trúc Bố Cục

Four-pillar framework diagram with material topics, SDG icons and a targets panel.

Phần Tử Trực Quan Chính

  • •Four pillars
  • •SDG icons
  • •Targets list
Trang 32
roadmap

Net Zero by 2050 and ESG Recognition

Nội Dung

A Net Zero by 2050 roadmap runs from foundation and stakeholder engagement to decarbonisation levers and compensation. MPACT earned 2026 GRESB Global Sector Leader (Listed, Diversified Office/Retail), Regional Sector Leader Asia, an improved Five-Star rating and Public Disclosure Level A.

Cấu Trúc Bố Cục

Roadmap timeline above award badges and community photo strip.

Phần Tử Trực Quan Chính

  • •Net Zero roadmap
  • •GRESB badges
  • •Community activity photos
Trang 33
section divider

Section Divider: Outlook

Nội Dung

Divider introducing the Outlook section with a Mapletree Business City photo.

Cấu Trúc Bố Cục

Full-bleed photograph with section title overlay.

Phần Tử Trực Quan Chính

  • •MBC photo
  • •Section title
Trang 34
outlook

Looking Ahead

Nội Dung

The environment is shaped by geopolitical tensions, higher energy costs and rising interest rates. Singapore is 61% of AUM and 68% of NPI, with VivoCity AEIs and MBC lease commencements from 3Q FY26/27, while overseas the focus is occupancy, Festival Walk remixing and portfolio optimisation in core markets.

Cấu Trúc Bố Cục

Bulleted outlook text grouped into operating environment, Singapore, overseas and capital management.

Phần Tử Trực Quan Chính

  • •Grouped bullets
  • •Orange subheadings
Trang 35
closing/contact

Thank You and Investor Relations Contacts

Nội Dung

Closing slide with investor relations contacts Teng Li Yeng and Cassandra Seet of Investor Relations & Sustainability.

Cấu Trúc Bố Cục

Thank-you message with contact block above a property photo strip.

Phần Tử Trực Quan Chính

  • •Contact block
  • •Property photo strip
Trang 36
section divider

Section Divider: Appendix 1 Market Information

Nội Dung

Divider for Appendix 1 Market Information, showing the Festival Walk ice rink (Glacier).

Cấu Trúc Bố Cục

Full-bleed photograph with section title overlay.

Phần Tử Trực Quan Chính

  • •Festival Walk ice rink photo
  • •Section title
Trang 37
market overview

Singapore Retail Market

Nội Dung

Per Colliers (27 Oct 2026), Orchard rent was S$38.10 psf/month (+0.3% qoq) at 92.8% occupancy and suburban rent S$21.00 (-0.1%) at 95.3%. 3Q 2026 GDP grew 1.1% qoq and 5.4% yoy, the 2026 forecast was upgraded to 4.5-5.5%, and about 1.4m sq ft of new retail supply is due from rest-2026 to 2028.

Cấu Trúc Bố Cục

Left-hand statistics and commentary with a map of VivoCity and the Greater Southern Waterfront on the right.

Phần Tử Trực Quan Chính

  • •Market statistics
  • •Location map
  • •Circle Line loop
Trang 38
data table

Singapore Retail Planned Supply

Nội Dung

Planned retail supply table for 2026-2028 includes Bukit V (173.4k sq ft, 2027), Newport Tower (222.0k, 2027), Golden Mile Redevelopment (114.4k, 2027), One Sophia (82.7k, 2028) and Parktown Tampines (80.9k, 2028).

Cấu Trúc Bố Cục

Multi-column supply table listing project, area and completion year with teal header.

Phần Tử Trực Quan Chính

  • •Supply table
  • •Completion years
Trang 39
combo chart

Singapore Retail Sales

Nội Dung

Monthly retail sales from Jul-22 to Aug-26 range roughly S$3.1bn to S$4.4bn with an online share of about 12.6% to 19.5%. In Aug-26, sales were S$3.8bn and online share 18.2%.

Cấu Trúc Bố Cục

Combination bar and line chart with sales bars and online share line.

Phần Tử Trực Quan Chính

  • •Monthly sales bars
  • •Online share line
  • •Latest data label
Trang 40
bar chart

Singapore Visitor Arrivals

Nội Dung

Arrivals were 19.1m in 2019, 2.7m in 2020, 0.3m in 2021, 6.3m in 2022, 13.6m in 2023, 16.5m in 2024, 16.9m in 2025 and 12.7m in 9M 2026. Arrivals fell 1.8% yoy for Jul-Sep and 1.7% for 9M.

Cấu Trúc Bố Cục

Annual bar chart with growth callouts.

Phần Tử Trực Quan Chính

  • •Annual arrivals bars
  • •Growth callouts
Trang 41
market overview

Singapore Office Market

Nội Dung

Islandwide office rent was S$7.03 psf/month (+1.9% qoq) with 89.0% occupancy (-0.2pp) in 2Q 2026, CBD at S$12.23 and City Fringe at S$8.24. About 2.7m sq ft of new supply is due to 2028, with demand from tech and non-bank financials.

Cấu Trúc Bố Cục

Statistics and commentary panel beside a map of office districts.

Phần Tử Trực Quan Chính

  • •Market statistics
  • •District map
Trang 42
data table

Singapore Office Planned Supply

Nội Dung

Projects listed include Solitaire On Cecil (197.0k sq ft, 2026), Newport Tower (220.0k, 2027), The Skywaters (745.0k, 2028), Clifford Centre (345.0k, 2028) and One Comcentre (809.0k, 2028).

Cấu Trúc Bố Cục

Supply table of project, area and year with teal header.

Phần Tử Trực Quan Chính

  • •Supply table
  • •Completion years
Trang 43
market overview

Singapore Business Parks

Nội Dung

Central Region business park rent was S$4.50 psf/month (-4.3% qoq) with 89.0% occupancy (+3.7pp) in 2Q 2026, and no known new supply for 2026-2028. Mapletree Business City is positioned as a Grade A integrated hub.

Cấu Trúc Bố Cục

Statistics panel, supply table with dashes and a business park cluster map.

Phần Tử Trực Quan Chính

  • •Cluster map
  • •Supply table
  • •Market statistics
Trang 44
market overview

Hong Kong Retail Market

Nội Dung

Kowloon East retail rent was HK$255 psf/month (+0.4% qoq) with 85.9% occupancy; Hong Kong 2Q 2026 GDP grew 4.3% yoy with the full-year forecast raised to 3.5-4.5%. Visitors rose 12% in Jan-Sep, retail sales rose 5.1% in Jul-Aug, and about 1.0m sq ft of new supply is due in rest-2026.

Cấu Trúc Bố Cục

Statistics and commentary with a map showing Festival Walk's link to Kowloon Tong MTR and its 830 car parks.

Phần Tử Trực Quan Chính

  • •Market statistics
  • •Location map
  • •MTR link
Trang 45
data table

Hong Kong Retail Planned Supply

Nội Dung

Supply includes XRL Terminus retail (602.8k sq ft, 2026), The KEyPoint (300.0k, 2026), Lee Garden Eight (107.6k, 2026), 35 Clear Water Bay Road (575.9k, 2028) and NKIL 6649 Kai Tak (160.3k, 2028).

Cấu Trúc Bố Cục

Supply table of project, area and year with teal header.

Phần Tử Trực Quan Chính

  • •Supply table
  • •Completion years
Trang 46
combo chart

Hong Kong Retail Sales

Nội Dung

Monthly sales from Jul-22 to Aug-26 range about HK$28bn to HK$37bn, peaking at HK$37.3bn in Jan-26, with online share of about 6% to 15%. Aug-26 sales were HK$32.1bn and online share 8.7%.

Cấu Trúc Bố Cục

Combination bar and line chart of monthly sales and online share.

Phần Tử Trực Quan Chính

  • •Monthly sales bars
  • •Online share line
  • •Peak label
Trang 47
bar chart

Hong Kong Visitor Arrivals

Nội Dung

Arrivals were 55,913k in 2019, 34,003k in 2023, 44,514k in 2024, 49,895k in 2025 and 40,704k in 9M 2026 (mainland 31,900k). Jul-Sep arrivals rose 9.0% to 14.0m and 9M rose 11.6%.

Cấu Trúc Bố Cục

Annual bar chart with growth callouts and mainland share.

Phần Tử Trực Quan Chính

  • •Annual arrivals bars
  • •Growth callouts
Trang 48
market overview

Beijing Office Market

Nội Dung

Lufthansa Grade A rent was RMB179.2 psm/month (-6.9% qoq) with 72.7% occupancy, while Beijing overall occupancy was 80.3% and rents fell 4.1% qoq. China 3Q GDP grew 4.5%, and about 0.7m sqm of supply is due to 2028; Gateway Plaza sits in the Lufthansa district.

Cấu Trúc Bố Cục

Statistics and commentary beside a Beijing district map.

Phần Tử Trực Quan Chính

  • •Market statistics
  • •District map
Trang 49
data table

Beijing Office Planned Supply

Nội Dung

Supply in thousand sqm includes Maoyuan Yao Zone (38.0, 4Q26), Chaoyang Station hub (68.0, 4Q27), Indigo Phase II (106.9, 2027), Digital Financial Technology Demonstration Park (213.3, 2027) and Dajia Life Building (117.2, 3Q28).

Cấu Trúc Bố Cục

Supply table of project, area and completion with teal header.

Phần Tử Trực Quan Chính

  • •Supply table
  • •Completion quarters
Trang 50
market overview

Shanghai Business Park Market

Nội Dung

Zhangjiang rent was RMB3.40 psm/day (-0.5% qoq) with 67.3% occupancy (+1.2pp), while overall Shanghai business park occupancy was 70.5% in 3Q 2026 and rents fell 5.6% yoy. About 2.8m sqm of supply is due to 2028, mainly Jinqiao (47%) and Zhangjiang (41%), with Sandhill Plaza located at Zhangjiang Science City.

Cấu Trúc Bố Cục

Statistics and commentary beside a map of core and emerging business parks.

Phần Tử Trực Quan Chính

  • •Market statistics
  • •Business park map
Trang 51
data table

Shanghai Business Park Planned Supply

Nội Dung

A table of about 27 projects includes Shanghai Riverfront Harbor B-3-10 (155.0k sqm, 4Q26), Zhangjiang Middle Zone Plot 41-13 (275.5k, 2027) and Golden Valley WK14-4 Qingtian (390.0k, 2028).

Cấu Trúc Bố Cục

Long supply table of project, area and completion with teal header.

Phần Tử Trực Quan Chính

  • •Long supply table
  • •Completion years
Trang 52
market overview

Greater Tokyo Office Market

Nội Dung

Tokyo 18 wards rent was JPY21,623 per tsubo/month (+1.2% qoq) with 96.8% occupancy, and Chiba rent was JPY12,742 (+3.1%) at 91.2%. Makuhari vacancies will take longer to backfill; supply includes Osaki Core, World Trade Center Building, TORANOGATE (36,000 tsubo, 4Q27) and Torch Tower (108,000 tsubo, 1Q28).

Cấu Trúc Bố Cục

Statistics and commentary with a supply table beside a Tokyo area map.

Phần Tử Trực Quan Chính

  • •Market statistics
  • •Supply table
  • •Area map
Trang 53
market overview

Seoul Office Market

Nội Dung

GBD rent was KRW145,898 per pyeong/day (+3.9% qoq) with 98.0% occupancy, and Seoul overall occupancy was 95.9%. Korea 3Q GDP grew 3.4% yoy; about 0.5m pyeong of supply is due to 2028, and The Pinnacle Gangnam is a 20-storey freehold office with 181 parking lots.

Cấu Trúc Bố Cục

Statistics and commentary with Seoul district map and asset description.

Phần Tử Trực Quan Chính

  • •Market statistics
  • •District map
  • •Asset description
Trang 54
data table

Seoul Office Planned Supply

Nội Dung

A table of about 19 projects from 4Q26 to 4Q28 is mostly CBD at 0.01-0.07 million pyeong, with KDIC Seocho (GBD) at 0.11 in 1Q28 and Sewoon 3-8,9,10 at 0.07 in 2Q28.

Cấu Trúc Bố Cục

Long supply table of project, district, area and completion with teal header.

Phần Tử Trực Quan Chính

  • •Supply table
  • •District column
Trang 55
section divider

Section Divider: Appendix 2 Other Asset Information

Nội Dung

Divider for Appendix 2 Other Asset Information, showing the Festival Walk atrium.

Cấu Trúc Bố Cục

Full-bleed photograph with section title overlay.

Phần Tử Trực Quan Chính

  • •Festival Walk atrium photo
  • •Section title
Trang 56
data table

Top Ten Tenants

Nội Dung

As at 31 March 2026, the top ten tenants contribute 21.4% of gross rental income excluding undisclosed names, led by Google Asia Pacific (6.2%), BMW (3.3%) and Merrill Lynch Global Services (2.0%). Others include TaSTe, Hewlett-Packard Japan, IMDA, HSBC, Mapletree Investments and NTUC FairPrice (1.4%).

Cấu Trúc Bố Cục

Ranked horizontal bar chart or table of ten tenants with percentage of GRI.

Phần Tử Trực Quan Chính

  • •Ranked tenant list
  • •Percentage bars
Trang 57
bar chart

Trade Mix

Nội Dung

By gross rental income at 31 March 2026, F&B is 17.2%, IT services & consultancy 14.3%, fashion 7.8%, banking & financial 6.2% and department store/supermarket 5.3%. Remaining categories run from 4.6% (beauty & health) to 2.0% (consumer goods), with others at 6.9%.

Cấu Trúc Bố Cục

Horizontal bar chart of trade categories ranked by share of GRI.

Phần Tử Trực Quan Chính

  • •Ranked bar chart
  • •Percentage labels
Trang 58
financial table

Portfolio Valuation Summary

Nội Dung

At 31 March 2026 Singapore was valued at S$9,291.0m (+S$278.0m, +3.1%), overseas at S$5,920.1m (-9.2%, of which valuation -S$301.7m and forex -S$301.1m), and the total at S$15,211.1m (-2.1%). Excluding forex the total change was -S$23.7m (-0.2%).

Cấu Trúc Bố Cục

Comparison table of valuations versus 31 March 2025 with three callout boxes.

Phần Tử Trực Quan Chính

  • •Valuation table
  • •Three callout boxes
Trang 59
data table

Singapore Valuations

Nội Dung

VivoCity was valued at S$4,062.0m (+5.4%, S$3,752 psf, cap rate 4.40%), MBC I at S$2,372.0m (+0.9%), MBC II at S$1,670.0m (+0.4%), mTower at S$827.0m (+4.2%) and BOAHF at S$360.0m (+2.9%), totalling S$9,291.0m (+3.1%).

Cấu Trúc Bố Cục

Table of valuation, change and cap rate per Singapore asset with a note on new valuers.

Phần Tử Trực Quan Chính

  • •Valuation table
  • •Cap rate column
Trang 60
data table

Overseas Valuations

Nội Dung

Festival Walk was HK$20,700m (-4.9% local; S$3,387.1m, cap 4.30%), Gateway Plaza RMB5,290m (-8.5%), Sandhill Plaza RMB2,070m (-4.7%), Japan JPY117,620m (-2.1% local, S$944.9m) and The Pinnacle Gangnam KRW258,050m (+2.4%, S$221.0m for 50%). The overseas total was S$5,920.1m.

Cấu Trúc Bố Cục

Table of local-currency value, change, S$ value and cap rate per overseas asset.

Phần Tử Trực Quan Chính

  • •Valuation table
  • •Currency columns
  • •Cap rate column
Trang 61
asset fact sheet

Singapore Assets: VivoCity and Mapletree Business City

Nội Dung

VivoCity is a retail asset at 1 HarbourFront Walk on a 99-year lease from 1997, with 1,082,644 sq ft, 2,183 car park lots and a valuation of S$4,062.0m. MBC I (S$2,372.0m) and MBC II (S$1,670.0m) total 2,885,678 sq ft with 2,001 lots and tenants such as Google, IMDA, Samsung and SAP.

Cấu Trúc Bố Cục

Asset fact-sheet panels with photo, key details table and tenant list.

Phần Tử Trực Quan Chính

  • •Asset photos
  • •Fact tables
  • •Tenant names
Trang 62
asset fact sheet

Singapore Assets: mTower and BOAHF

Nội Dung

mTower at 460 Alexandra Road has 523,582 sq ft, a Green Mark GoldPLUS rating and a valuation of S$827.0m. BOAHF at 2 HarbourFront Place has 215,963 sq ft, a LEED Gold rating, a valuation of S$360.0m and Merrill Lynch as a tenant.

Cấu Trúc Bố Cục

Two asset fact-sheet panels with photo, details and tenant list.

Phần Tử Trực Quan Chính

  • •Asset photos
  • •Fact tables
  • •Tenant names
Trang 63
asset fact sheet

Hong Kong, China and Seoul Assets

Nội Dung

Festival Walk (588,890 sq ft, HK$20,700m, 830 lots, lease to 2047), Gateway Plaza Beijing (1,145,896 sq ft, RMB5,290m), Sandhill Plaza Shanghai (683,115 sq ft, RMB2,070m) and The Pinnacle Gangnam (478,461 sq ft, KRW258,050m, S$221.0m for 50%) are shown, all acquired in 2022.

Cấu Trúc Bố Cục

Four asset fact-sheet panels with photo, key facts and tenant list.

Phần Tử Trực Quan Chính

  • •Asset photos
  • •Fact tables
  • •Green rating badges
Trang 64
asset fact sheet

Greater Tokyo Assets (1 of 2)

Nội Dung

Freehold assets acquired in 2022 include HP Japan HQ Building (457,426 sq ft, JPY40,900m, S$328.6m), IXINAL Monzen-nakacho (73,753 sq ft, JPY8,540m) and Omori Prime Building (73,168 sq ft, JPY7,670m).

Cấu Trúc Bố Cục

Three asset fact-sheet panels with photo and key facts.

Phần Tử Trực Quan Chính

  • •Asset photos
  • •Fact tables
  • •CASBEE ratings
Trang 65
asset fact sheet

Greater Tokyo Assets (2 of 2)

Nội Dung

Higashi-nihonbashi 1-chome (27,996 sq ft, JPY2,800m), mBAY POINT Makuhari (923,077 sq ft, JPY33,000m, S$265.1m), Fujitsu Makuhari Building (329,023 sq ft after Fujitsu left, JPY9,910m, S$79.6m) and Makuhari Bay Tower (402,444 sq ft, JPY14,800m, S$118.9m) complete the asset listing.

Cấu Trúc Bố Cục

Four asset fact-sheet panels with photo and key facts.

Phần Tử Trực Quan Chính

  • •Asset photos
  • •Fact tables
  • •Tenant names

Câu Hỏi Thường Gặp

Các câu hỏi phổ biến về slide này và nội dung trình bày cơ bản.

What period does the MPACT 2Q & 1H FY26/27 results presentation cover?

Mapletree's financial year runs from April to March, so FY26/27 is 1 April 2026 to 31 March 2027. The deck covers 2Q FY26/27 (July to September 2026) and 1H FY26/27 (April to September 2026), with comparisons to the same periods a year earlier.

Where was this presentation published?

It was lodged with SGX (Singapore Exchange) via SGXNET on 30 October 2026, alongside the financial statements and distribution announcement for the period 1 April to 30 September 2026. The Important Notice slide also points to the investor relations page at investor.mapletreepact.com/financial-results.html.

Is this a full results deck or a business update, given Singapore's half-yearly reporting regime?

Under SGX's half-yearly reporting regime, Singapore issuers' 1Q and 3Q releases are business updates, while the 2Q and 4Q (half-year and full-year) releases carry full financial statements. This is a full 2Q & 1H results deck, with an income statement, balance sheet, capital management and distribution details.

What are the headline DPU and the distribution dates?

2Q DPU was 1.94 Singapore cents (-3.5% yoy) and 1H DPU was 3.90 cents (-3.0%). For the 1 July to 30 September 2026 distribution, the ex-date is 6 November 2026 and payment is on 16 December 2026 (record date 10 November).

Why did MPACT's DPU decline year on year?

Overseas headwinds weighed on income: the non-renewal of the Fujitsu Makuhari Building (FJM) in Japan, China macro conditions and Hong Kong retail, plus the divestments of TSI, ASY and Festival Walk Tower and a weaker yen. These were partly offset by VivoCity (2Q NPI +5.0%, 1H reversion +15.0%) and finance expenses falling 10.1% in 2Q.

What is in the 65 pages, and can I use it as a template for a REIT results deck?

The deck covers Key Highlights, Financial Performance, Portfolio Highlights, Sustainability, Outlook, then Appendix 1 (market information for Singapore, Hong Kong, Beijing, Shanghai, Greater Tokyo and Seoul) and Appendix 2 (tenants, trade mix, valuations and asset fact sheets). Its structure of KPI tiles, comparison tables, stacked bar charts, supply tables and photo dividers works well as a template for REIT or real-estate results presentations. A downloadable PPTX conversion and the PDF are both available.

What does MPACT's capital management look like at 30 September 2026?

Aggregate leverage was 38.1%, gross debt S$5,913.4m, interest coverage ratio 3.3x, weighted all-in cost of debt 2.95% p.a., about 72% of debt fixed-rate and term to maturity 3.2 years. Moody's rating is Baa2 (negative), and the S$250m of perpetual securities was redeemed.

Nguồn & tài liệu tham khảo

  • MPACT Financial Results — Mapletree Pan Asia Commercial Trust

    Official investor relations page referenced on the deck's Important Notice slide, hosting the financial statements and distribution announcement.

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