M44U Share Price Performance
S$1.20
-0.04 (-3.23%)
16.4% undervalued intrinsic discount
S$1.44
Fair Value
Price S$1.20
AnalystConsensusTarget S$1.44
AnalystHighTarget S$1.67
AnalystLowTarget S$1.25
Fair ValueS$1.44
Share Pricen/a
Mapletree Logistics Trust Stock Price
- 3 Narratives written by author
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- 71 Fair Values set on narratives written by author
M44U Community Narratives
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Fair Value S$1.44 16.4% undervalued intrinsic discount
Analysts Lift Mapletree Logistics Trust Price Target Following Improved Margins and Valuation Adjustments
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AN
Fair Value S$1.67 28.0% undervalued intrinsic discount
Digital Retail And Urbanization Will Fuel Resilient Logistics In Asia
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Fair Value S$1.25 4.0% undervalued intrinsic discount
Oversupply And Rising Costs Will Weaken Value But Allow Recovery
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Digital Retail And Urbanization Will Fuel Resilient Logistics In Asia
Key Takeaways Divestment of non-core assets and reinvestment in high-yield properties are set to enhance margins, earnings, and future growth prospects. Dominance in green logistics and strategic urban locations secures strong rental growth, portfolio resilience, and attracts institutional capital focused on sustainability.Read more
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AN
S$1.67
28.0% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
6.72% p.a.
Profit Margin
49.74%
Future PE
26.14x
Price in 2029
S$2.17
Analysts Lift Mapletree Logistics Trust Price Target Following Improved Margins and Valuation Adjustments
Key Takeaways Strategic divestments and proactive hedging strategies are expected to improve net margins and manage financial risks effectively. Strong demand for new developments and a diversified tenant base support revenue resilience and future growth.Read more
390
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S$1.44
16.4% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
6.17% p.a.
Profit Margin
45.19%
Future PE
25.18x
Price in 2029
S$1.87
Oversupply And Rising Costs Will Weaken Value But Allow Recovery
Key Takeaways Prolonged weakness in China, higher funding costs, and heavy reliance on external financing are pressuring revenue, margins, and future acquisition capacity. Rising regulatory and technology demands, oversupply risks, and softening e-commerce growth are raising costs and limiting rental growth and asset valuations.Read more
13
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S$1.25
4.0% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
0.3% p.a.
Profit Margin
39.44%
Future PE
29.46x
Price in 2029
S$1.63
Trending Discussion
Recently Updated Narratives
AN
M44U: Upcoming Distribution Will Support Future Distribution Upside Potential
Fair Value: S$1.67 28.0% undervalued intrinsic discount
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AN
M44U: Future Returns Will Reflect Priced China Rents And Softer Ex China Trends
Fair Value: S$1.44 16.4% undervalued intrinsic discount
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AN
M44U: Fair Outlook As China Rent Gains Meet Slower Ex China Reversion
Fair Value: S$1.25 4.0% undervalued intrinsic discount
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Snowflake Analysis
Mapletree Logistics Trust Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- 0.033
- 73.41%
- 23.89%
- 77.3%
About M44U
- Founded
- 2004
- Employees
- n/a
- CEO
- WebsiteView website
Mapletree Logistics Trust, the first Asia Pacific-focused logistics REIT in Singapore, was listed on the SGX-ST Main Board on 28 July 2005. MLT’s principal strategy is to invest in a diversified portfolio of income-producing logistics real estate and real estate-related assets. As at 31 December 2025, it has a portfolio of 174 properties in Singapore, Australia, China, Hong Kong SAR, India, Japan, Malaysia, South Korea and Vietnam with assets under management of S$13.0 billion. MLT is managed by Mapletree Logistics Trust Management Ltd., a wholly owned subsidiary of Mapletree Investments Pte Ltd.
