· 01:00:43
1H 2026 Financial Results Briefing
Topics: 8.5% Rental Reversion, S$900M EFR, Kim Chuan Divestment, 27 IBP & Summerville Completion, Japan DC Acquisition
Transcripts & notes · CapitaLand Ascendas REIT (SGX:A17U)
Segment-by-segment briefing notes on twelve CapitaLand Ascendas REIT (SGX:A17U) webcasts: what management presented, what each analyst asked, and what was answered, with short attributed excerpts and timestamps into the issuer's own recordings.
CapitaLand Ascendas REIT public evidence library records its sources and unresolved questions separately. Its information cut-off is ; each briefing below retains its own event date and source limitations.
· 01:00:43
Topics: 8.5% Rental Reversion, S$900M EFR, Kim Chuan Divestment, 27 IBP & Summerville Completion, Japan DC Acquisition
· 00:58:49
Topics: S$1.4B Acquisition Package, Osaka Hyperscale DC, Ascent (Singapore), European DCs, Funding Mix & Cap Rates
· 00:54:05
Topics: Full-Year Revaluation, US Portfolio Leasing, Debt Cost Hedging, Logistics Demand, Capital Recycling
· 00:51:16
Topics: Interim DPU, Operating Margins, Energy Tariffs Pass-Through, Data Centre Pipeline, Gearing Management
· 00:55:44
Topics: 9 Tai Seng Drive (Carrier-Neutral DC), 5 Science Park Drive (Shopee HQ), DPU Accretion, Life Sciences
· 01:05:12
Topics: Annual DPU, Asset Valuations Singapore vs Overseas, Geneo Leasing, US Back-to-Office Trends, Refinancing
· 01:02:42
Topics: 11.7% Reversion, Singapore High-Spec Industrial, US Occupancy Challenges, Energy Hedging, Portfolio WALE
· 01:06:20
Topics: Interest Rate Impact, Cost of Debt 3.5%, US Tech Campus Valuations, Singapore Logistics Strength, AEIs
· 01:03:43
Topics: On-Site 622 Toa Payoh Briefing, Debt Hedge 80%+, Singapore Reversion, Power & Utility Spikes, UK/US Yields
· 00:53:07
Topics: The Shugart at One-North, S$218.2M Purchase, 10-Year Master Lease to Seagate, Triple Net Structure, NPI Yield
· 01:04:13
Topics: Rebranding to CapitaLand Ascendas REIT, S$16B AUM Milestone, Energy Tariff Contracts, Multi-Tenant Leasing
· 01:06:15
Topics: DPU +2.8%, Post-COVID Recovery, Energy Tariffs, UK/US Logistics Integration, Ascent Science Park