-- 根據週三提交給澳洲證券交易所的文件，GPT集團（ASX：GPT）報告稱，截至3月31日的季度，集團投資組合的平均入住率約為98%，加權平均租約到期日（WALE）為4.5年。 文件顯示，零售投資組合的入住率接近100%，加權平均租約到期日為3.8年；中心總銷售額較去年同期成長4.2%，專賣店總銷售額較去年同期成長3.9%。 文件還顯示，該公司重申了2026財年的業績指引，預計每份證券的營運資金約為0.354澳元，分紅約為每份證券0.245澳元。
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Asia
Market Chatter: CapitaLand Group, Hongkong Land Chalked Up as Potential Bidders for SG$5.7 Billion Marina One in Singapore
CapitaLand Group and Hongkong Land (SGX:H78) have emerged as potential bidders for the Marina One commercial complex in Singapore, Bloomberg reported Wednesday, citing sources familiar with the matter.The high-rise complex is owned by a joint venture between Malaysia's sovereign wealth fund Khazanah Nasional and Singapore's state-owned Temasek, the report added.The partners are pricing the property at around SG$5.7 billion, according to the report. The property includes an office space, retail space and a few apartments.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
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Research
Research Alert: CFRA Downgrades Opinion On Shares Of Skyworks Solutions To Sell From Hold
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our 12-month target price at $66, on P/E of 12x our CY 27 EPS view of $5.50, near historical forward averages. After better than feared Mar-Q results/Jun-Q guide, we raise our FY 26 (Sep.) EPS to $4.91 from $4.64 and keep FY 27 at $5.22. Our downgrade reflects our view of better investment opportunities elsewhere in the semiconductor industry despite SWKS's progress on diversification. Although Mar-Q results showed mobile business revenue holding up better than expected, we remain concerned about high exposure to low/no growth markets like smartphones, competitive pressures, and supply chain headwinds including memory bottlenecks and inflationary pressures. SWKS announced a major $1B+ Android design win, which should help diversify revenue away from Apple (60% of sales) and capture share in the premium Android tier, though we expect this to be a gradual tailwind through CY 30 rather than a near-term boost. We await regulatory updates from the pending Qorvo deal (entering Phase 2 in China).
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International
Thailand's Inflation Rises 2.89% in April
Thailand's consumer price index rose 2.89% in April from a year earlier, versus an 0.08% decline in the month prior, the country's Commerce Ministry said Wednesday.The reading exceeded the 2.2% median projection in a Bloomberg survey of economists.Thailand's inflation picked up at its fastest pace since February 2023, marking the first return to the Bank of Thailand's 1% to 3% target band since February last year. Officials expect inflation to rise further to 3.06% in May and 3.27% in June, before peaking near 4.1% in October, Bloomberg News reported, citing a press briefing.Market reaction was muted, with the 10-year government bond yield inching up one basis point to 2.24%, while the baht held steady after gaining 0.6% against the dollar.Core inflation, which excludes selected food and energy items, rose 0.83% during the month, faster than 0.57% a month prior.
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