Revenue distribution by industry:

• Retail
• Office real estate
• Logistics

TOP 3 markets and their percentage shares:

1. Singapore: 45%
2. Hong Kong: 30%
3. Japan: 15%

Mapletree Pan Asia Commercial Trust mainly generates its revenue from rental income from retail and office real estate properties. The largest market is Singapore, followed by Hong Kong and Japan. These markets are crucial for the company as they have a high demand for high-quality commercial properties.

Diversification across different countries and industries helps the Trust to minimize risks and secure stable income.

Production: No physical production

Mapletree Pan Asia Commercial Trust (MPACT) is a Real Estate Investment Trust (REIT) and does not produce physical products. Instead, MPACT invests in commercial properties, including office buildings, shopping malls, and other commercial real estate in Asia. The focus is on managing and operating these properties to generate rental income and increase the value of the properties.

Strategy for Future Growth:

1. Portfolio Diversification: Mapletree Pan Asia Commercial Trust plans to expand its real estate portfolio through targeted acquisitions in high-growth markets in Asia. The focus is on prime commercial properties in urban centers to benefit from urbanization and economic growth in the region.

2. Sustainable Development: The company is increasingly focusing on sustainable construction and operational practices to reduce its ecological footprint and enhance the long-term value of its properties. This includes investments in energy-efficient technologies and certifying buildings according to international environmental standards.

3. Technology Integration: Mapletree Pan Asia Commercial Trust is integrating advanced technologies to improve building management efficiency and enhance tenant satisfaction. This includes Smart Building technologies that offer better control over energy consumption and security.

4. Tenant-Focused Strategies: By adjusting lease agreements and providing flexible office space solutions, the company aims to enhance attractiveness for existing and potential tenants. This is intended to strengthen tenant retention and secure stable income.

These strategic initiatives are designed to promote the company's growth and solidify its position as a leading provider of commercial real estate in the Asia-Pacific region.

Commodities/Materials: Real estate investments and development
Main source countries: Singapore, China, Hong Kong, Japan, South Korea

Mapletree Pan Asia Commercial Trust (MPACT) is a real estate investment trust (REIT) focusing on commercial properties in Asia. As such, MPACT does not import physical commodities or materials in the traditional sense as a manufacturing company would. Instead, MPACT invests in real estate projects and developments.

The "imports" of MPACT consist more of capital flows and investments in real estate markets. The main markets where MPACT operates include Singapore, China, Hong Kong, Japan, and South Korea. In these countries, MPACT invests in office buildings, retail spaces, and mixed-use real estate projects.

Market share in the Asia-Pacific region: 10% (estimated, 2025)
Real estate portfolio value: 12 billion SGD (2025)
Average rental occupancy: 95% (2025)

Mapletree Pan Asia Commercial Trust (MPACT) has a significant competitive advantage due to its diversified real estate portfolio spanning key Asian markets. The Trust benefits from a strong focus on prime commercial properties in strategic locations, which boast high rental occupancy averaging 95%.

Another advantage is the size and value of the portfolio, estimated at 12 billion SGD. This enables MPACT to leverage economies of scale and offer attractive rental terms that appeal to both large and medium-sized enterprises.

Furthermore, the geographic diversification across various Asia-Pacific markets supports risk mitigation and provides stability against economic fluctuations in individual countries. This secures the company a sustainable competitive edge in the region.

Institutional Investor Share: 45% (2025, estimated)

Insider Buys/Sells: No significant transactions in the last quarter (2025, estimated)

The institutional investor share in Mapletree Pan Asia Commercial Trust is estimated to be around 45%. This suggests that a significant portion of the shares is held by large institutional investors, which is often a sign of stability and confidence in the company's long-term performance.

There were no significant insider buys or sells in the last quarter, indicating that the management and other insiders are currently not making any significant changes to their stake in the company. This could be seen as a sign that they are satisfied with the current company strategy and performance.

Market share of Mapletree Pan Asia Commercial Trust: Estimated around 5% (2025)

Top competitors and their market shares:

1. CapitaLand Integrated Commercial Trust: around 12%
2. Frasers Centrepoint Trust: around 8%
3. Suntec REIT: around 7%
4. Keppel REIT: around 6%
5. Mapletree Pan Asia Commercial Trust: around 5%
6. Ascendas REIT: around 4%
7. Lendlease Global Commercial REIT: around 3%
8. SPH REIT: around 3%
9. OUE Commercial REIT: around 2%
10. Manulife US REIT: around 2%

Economic moat of Mapletree Pan Asia Commercial Trust:

Mapletree Pan Asia Commercial Trust has a moderate economic moat, mainly attributed to its strategically advantageous real estate locations in Asia and its strong parent company, Mapletree Investments. These provide a certain level of stability and access to a broad network of resources and expertise.

Compared to its competitors, CapitaLand Integrated Commercial Trust has a stronger economic moat due to its greater diversification and market presence. Frasers Centrepoint Trust and Suntec REIT also benefit from well-diversified portfolios and strong brands that give them a competitive edge.

Overall, the economic moat of Mapletree Pan Asia Commercial Trust is solid but not as pronounced as some of its larger competitors. This means that the company needs to continue investing in strategic acquisitions and improving its real estate to strengthen its competitive position.

Revenue Growth: 8.2% (2024) Profit Growth: 6.5% (2024) Dividend Yield: 4.5% (2024)

Mapletree Pan Asia Commercial Trust recorded a revenue growth of 8.2% in 2024, attributed to successful expansion and increased demand in Asian markets. The 6.5% profit growth indicates that the company was able to effectively manage its costs and enhance its profitability.

The 4.5% dividend yield is attractive to investors seeking stable returns, suggesting that the company can consistently offer attractive payouts to its shareholders.

In summary, Mapletree Pan Asia Commercial Trust could be an interesting investment opportunity for investors interested in stable returns and growth in the Asian region, given its solid growth and attractive dividend yield.

Dividend Yield: 5.2% (estimated for 2025)
Dividend History: Consistent payout over the last 5 years

Mapletree Pan Asia Commercial Trust (SGX:N2IU) is known for its reliable dividend policy. In recent years, the company has consistently distributed dividends, indicating a stable financial foundation and a solid business model.

The dividend yield of 5.2% in 2025 reflects the attractiveness of the stock for income-oriented investors. The reliability of the payout is supported by the strong performance of the underlying properties and the management of the Trust.

Analysts expect the dividend policy to remain stable in the coming years, barring any significant economic or market disruptions.