CapitaLand Integrated Commercial Trust - UOB Kay Hian 2025-06-26: Organic Growth From AEIs & Tenant Mix Optimisation

• CapitaLand Integrated Commercial Trust focuses on generating organic growth through AEIs. Phases 3 and 4 of AEI for IMM Building will be completed in 3Q25, with CapitaLand Integrated Commercial Trust to finalise plans after for AEI for Tampines Mall in 4Q25 to leverage on URA’s Tampines Master Plan.
• - Read this at SGinvestors.io -

Continuous generation of organic growth through AEIs and tenant mix optimisation.

• - Read this at SGinvestors.io -

Rejuvenation of Tampines Town Central.

• The Urban Redevelopment Authority (URA) launched a 5-year Tampines Master Plan in Feb 25. Part of Tampines Central 5 will be transformed into a pedestrianised street between Tampines Town Central and Tampines MRT Station. CapitaLand Integrated Commercial Trust should finalise plans for AEI in 4Q25 to reposition Tampines Mall to leverage on the Tampines Master Plan.
• Concurrently, the departmental store space vacated by Isetan in Nov 25 could be reconfigured into smaller specialty units, which is expected to generate sizeable rental uplift.

IMM to be repositioned as Singapore’s largest outlet mall.

• Read more at SGinvestors.io.

Above is an excerpt from a report by UOB Kay Hian Research.
Clients of UOB Kay Hian may be the first to access the full PDF report @ https://www.utrade.com.sg/.

Previous report by UOB:
2025-02-06 CapitaLand Integrated Commercial Trust 2H24 - Portfolio Reconstitution Generates Growth With Lower Gearing.

Price targets by other brokers at CapitaLand Integrated Commercial Trust Target Prices.

Listing of research reports at CapitaLand Integrated Commercial Trust Analyst Reports.

Relevant links:
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