文章核心观点 - 2025年12月新加坡房地产投资信托向单位持有人分配超过4亿新元，但表面派息之下存在运营阻力，各信托正通过不同手段维持派息，行业整体等待利率下降以缓解压力 [1][12][13] 各房地产投资信托表现与策略 Mapletree Pan-Asia Commercial Trust (MPACT) - 第二季度每单位派息同比增长1.5%至0.0201新元，为三年来首次增长，增长动力来自较低的运营费用和财务成本 [2] - VivoCity表现优异，租金调升率14.1%，客流量增长0.6%至2190万人次，承租人销售额增长3.5%至近5.2亿新元，资产提升计划新增1.4万平方英尺可出租面积，投资回报率估计超10% [3] - 香港Festival Walk客流量增长6.1%但承租人销售额下降2.6%，8月以87.3亿日元（约7870万新元）出售两栋日本办公楼 [3][4] Mapletree Industrial Trust (MIT) - 第二季度每单位派息同比下降5.6%至0.032新元，剔除去年一次性收益后基础降幅为2.2% [5] - 完成新加坡战略资产处置总计5.353亿新元，溢价22.1%，另以1180万美元处置乔治亚州数据中心，溢价近64% [5] - 新加坡物业实现6.2%的加权平均租金调升率，日本资产保持100%满租，北美投资组合入住率87.8%拖累整体表现 [6] - 资产处置后总杠杆率改善至37.3% [7] Mapletree Logistics Trust (MLT) - 第二季度每单位派息同比下降10.5%至0.01815新元，剔除去年处置收益后运营派息仅下降4.8% [8] - 本季度完成三笔总计2470万新元的资产处置，季后在澳大利亚完成第四笔价值5100万新元的处置 [8] - 管理层目标在2026财年处置1亿至1.5亿新元资产以释放资本，投资组合入住率提升至96.1%，整体租金调升率0.6%（不含中国为2.5%），中国租金调升率虽从-12.2%改善至-3.0%但仍为负值 [9] Frasers Logistics & Commercial Trust (FLCT) - 2025财年收入增长5.6%至4.715亿新元，但财务成本激增26.4%导致可分配收入下降，每单位派息下降12.5%至0.0595新元 [10] - 物流投资组合表现强劲，入住率99.7%，租金调升率高达39.6%，但办公室入住率低于90%，公司已退出墨尔本中央商务区办公楼市场，以1.921亿澳元处置357 Collins Street [11] 行业整体态势 - 新加坡房地产投资信托面临逆风，正通过资产组合更新、成本削减、战略处置及单位基础费用支付等不同手段维持派息，行业等待利率下降带来的缓解 [12][13]

CPTN DEADLINE ALERT: ROSEN, A LONGSTANDING LAW FIRM, Encourages Cepton, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - CPTNNovember 27, 2025 6:28 PM EST | Source: The Rosen Law Firm PANew York, New York--(Newsfile Corp. - November 27, 2025) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers or sellers of common stock of Cepton, Inc. (NASDAQ: CPTN) between July 29, 2024 and January 6, 2025, both dates inclusive (the "Class Perio ...

Each week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: NVIDIA Corporation (NVDA).ProfileNVIDIA is the global leader in accelerated computing and the foundational hardware provider for the AI revolution. The company’s data-center segment, powered by its Hopper and upcoming Blackwell GPU platforms, drives the vast majority of revenue and profits as hyperscalers, enterprises, and AI startups continue scaling GPU clusters at unprecedented levels. NVIDIA’s ecosyste ...

As part of our ongoing series at The Acquirer’s Multiple, each week we spotlight a stock from our Stock Screeners that might be a deeply undervalued gem hiding in plain sight. This week’s spotlight is CF Industries Holdings, Inc. (CF) — one of the world’s largest nitrogen fertilizer producers, supplying ammonia, urea, UAN, and other nitrogen products essential to global agriculture and industrial markets.Business OverviewCF Industries operates a portfolio of world-class nitrogen manufacturing complexes stra ...

Each has contributed to building a strong foundation that is in place today. The cornerstones of that foundation are simple. We have broad scale, which provides us significant benefits. Our vertically integrated model allows us to manage every step of production, which keeps costs low, enables supply reliability, safeguards quality and food safety, and gives us the flexibility to optimize output. This is also a significant competitive advantage. Our culture, what we refer to as the Cal-Maine Way is one focu ...

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TORONTO--(BUSINESS WIRE)--dentalcorp Holdings Ltd. ("Dentalcorp†or the "Company†) (TSX: DNTL) announced today that leading independent proxy advisory firms Institutional Shareholder Services Inc. ("ISS†) and Glass Lewis & Co. LLC ("Glass Lewis†) have each recommended that the Company's shareholders vote FOR the special resolution (the "Arrangement Resolution†) to approve the previously announced proposed plan of arrangement transaction whereby a newly formed acquisition vehicle controlled. ...

Vancouver, British Columbia--(Newsfile Corp. - November 27, 2025) - Santacruz Silver Mining Ltd. (TSXV: SCZ) (OTCQX: SCZMF) (FSE: 1SZ) ("Santacruz" or the "Company") reports its financial and operating results for the quarter ended September 30, 2025 ("Q3 2025"). The full version of the unaudited Q3 2025 financial statements ("Financial Statements") and accompanying Management's Discussion and Analysis (the "MD&A") can be viewed on the Company's website at www.santacruzsilver.com or on SEDAR+ at www.sedarp ...

JHX DEADLINE ALERT: ROSEN, A LONGSTANDING LAW FIRM, Encourages James Hardie Industries plc Investors to Secure Counsel Before Important Deadline in Securities Class Action - JHXNovember 27, 2025 6:15 PM EST | Source: The Rosen Law Firm PANew York, New York--(Newsfile Corp. - November 27, 2025) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of James Hardie Industries plc (NYSE: JHX) between May 20, 2025 through August 18, 2025, both dates inclusive ...

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