Brokers' take: DBS, UOBKH deem CapitaLand Reits' merger attractive

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THE proposed union of CapitaLand Mall Trust (CMT) and CapitaLand Commercial Trust (CCT) offers an opportunity for their unitholders to ride on the benefit of a bigger vehicle post-merger, said DBS Group Research. Read more at The Business Times.

Last week, the two Reits also announced deal sweeteners for the merger, such as higher accretion to their respective distribution per unit and CMT's manager completely waiving its S$111.2 million acquisition fee.

"CICT will become the best proxy for S-Reits . In addition, the enlarged scale positions will allow CICT to take on large scale integrated developments," said the brokerage in a sector update on Monday. CICT will have a large development headroom of S$5.8 billion, assuming the unitholders approve the higher 15 per cent cap for redevelopment of existing buildings, wrote UOBKH analysts Jonathan Koh and Loke Peihao.

The combined Reit portfolio will also have eight office assets and 11 retail properties, making up 38 per cent and 33 per cent of CICT's portfolio valuation respectively. In addition, net property income contribution from the top five properties will be reduced to 43 per cent for CICT, from CMT's current 50 per cent and CCT's 82 per cent.

 

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