Mapletree Log, SG1S03926213

Mapletree Log stock gains on a S$61.3 million Shanghai sale

Published on 09/23/2026 at 05:05 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Mapletree Log stock is tied to a S$61.3 million Shanghai disposal dated September 22, 2026. The trust holds about 186 properties across nine countries.

Mapletree Log, SG1S03926213, Illustration mit AI erstellt.
Mapletree Log, SG1S03926213, Illustration mit AI erstellt.

Mapletree Logistics Trust (ISIN SG1S03926213) is linked to a proposed S$61.3 million Shanghai asset sale announced on September 22, 2026, while its units were estimated at about S$1.40 in September. The transaction gives Mapletree Log stock a concrete portfolio catalyst, but the available market snapshot does not provide a same-day percentage move.

Shanghai disposal sets the peg

According to Singapore Business Review on September 22, 2026, Mapletree Logistics Trust entered into an agreement to divest Mapletree Northwest Logistics Park Phase 1 and 2 in Shanghai for S$61.3 million, equivalent to RMB323 million. The sale price matched the property's latest valuation as of March 31, 2026, and completion was expected in the third quarter of fiscal year 2027/28.

The comparison between the S$61.3 million transaction value and the S$61.3 million March 31 valuation indicates a disposal at the latest stated book valuation, rather than a disclosed premium or discount. For investors, that makes execution timing and the eventual use of proceeds more important than a headline valuation uplift.

Portfolio scale supports income case

A September 2026 portfolio review estimates about 186 properties across nine countries and assets under management of approximately S$13.7 billion. The same review estimates annualised distribution per unit at 8.68 Singapore cents and a distribution yield of about 6.2 percent for September 2026.

The estimated S$1.40 unit price sits within a reported 52-week range of S$1.28 to S$1.63, placing the quote S$0.12 above the low and S$0.23 below the high. The review also puts net asset value per unit at about S$1.47, implying a price-to-NAV ratio of roughly 0.95 times.

Stock remains below yearly high

Mapletree Log stock was estimated at about S$1.40 on the Singapore Exchange in September 2026, against the reported 52-week high of S$1.63. That distance leaves the Shanghai disposal as a portfolio event to monitor alongside distribution coverage, asset values and the timing of completed divestments.

The Singapore Exchange quote, portfolio estimates and transaction details describe different reference points: the price and range are September 2026 market estimates, while the sale value is tied to the September 22 announcement and the March 31 valuation date.

Mapletree Logistics Trust at a glance

  • Company: Mapletree Logistics Trust
  • ISIN: SG1S03926213
  • Ticker: M44U
  • Trading venue: Singapore Exchange
  • Price: About S$1.40 (September 2026 estimate)
  • Sector / Industry: Real Estate / Industrial REIT
  • Portfolio: About 186 properties across nine countries

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