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CapitaLand Mall (CPAMF)
OTHER OTC:CPAMF
Earnings Data
Report Date
Jul 29, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.04Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominately positive performance picture: NPI, distributable income and DPU all grew, portfolio value and occupancy levels are strong, cost of debt has fallen and management has secured strategic transactions (Bukit Panjang divestment, Hougang development win) while advancing multiple AEIs. Headwinds remain — modest like‑for‑like revenue, a quarter‑specific dip in office occupancy, development execution risks, retail tenant churn, interest‑rate uncertainty and unresolved items like the ION tax matter — but management articulated mitigants (strong balance sheet, lower average debt cost, progressive AEI contribution and divestment proceeds) and a measured outlook. Overall, positives materially outweigh the negatives.Company Guidance
Net Property Income (NPI) Growth
Full-year NPI rose 3.1% year‑on‑year to $1,189.7 million; second-half NPI accelerated, up 6.8% y/y to ~ $610 million, driven by strong asset performance and the step‑up acquisition of CapitaSpring.
Distributable Income and DPU Expansion
Full‑year distributable income increased 14.4% y/y and second‑half distributable income grew 16.4% y/y. Full‑year DPU rose 6.4% y/y to $0.1158; second‑half DPU improved 9.4% y/y to $0.0596 despite an enlarged unit base from a private placement.
Improved Capital Management and Lower Funding Cost
Aggregate leverage improved to 38.6% (down 0.6 percentage points vs 30 Sep). Average cost of debt declined to 3.2% (from 3.3% three months prior and down ~0.4ppt from 3.6% at end‑2024), benefiting from easing rates and refinancing.
Portfolio Value and Operational Strength
Portfolio property value rose 5.2% to $27.4 billion. Portfolio metrics: overall occupancy 96.9%; WALE 3.0 years; rent reversions for retail and office 6.6%.
Retail Traffic and Sales Momentum
Tenant sales per sq ft up 14.9% y/y and shopper traffic up 20.5% y/y (both boosted by inclusion of ION). Excluding ION, tenant sales per sq ft grew 1.2% y/y and shopper traffic rose 4.6%; second‑half like‑for‑like tenant sales excluding ION increased 1.9% y/y.
Strategic Disposal at a Premium
Announced divestment of Bukit Panjang Plaza for $428 million — 10% premium to latest valuation and 165% uplift vs 2007 purchase price; exit yield around mid‑4%. Completion expected Q1; pro forma gearing would fall ~1ppt to 37.6%.
Hougang Central Development Win
Won Hougang Central GLS JV to develop the commercial component. Total development cost ~ $1.1 billion (~$3,600 psf) with expected yield on cost >5% (vs recent market retail transactions at low‑ to mid‑4%). Target completion in 4–5 years; financing via internal funds and borrowings; cost includes capitalized interest.
AEI and Asset Enhancement Progress
Ongoing AEIs progressing: Gallileo Phase 1 handover completed to ECB, Phase 2 target handover this quarter; AEIs at Tampines Mall, Lot One and Raffles City advancing. New AEI planned at Capital Tower (Q3 2026–Q4 2027) to create higher‑yielding F&B and workplace wellness space.
CapitaLand Integrated Commercial Trust (CPAMF) Earnings, Revenues Date & History
CPAMF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CPAMF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 06, 2026 | $1.75 | $1.91 | +9.06% |
Oct 28, 2025 | $1.81 | $1.81 | 0.00% |
Aug 04, 2025 | $1.62 | $1.62 | 0.00% |
Feb 05, 2025 | $1.33 | $1.34 | +0.68% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does CapitaLand Mall (CPAMF) report earnings?
CapitaLand Mall (CPAMF) is schdueled to report earning on Jul 29, 2026, TBA (Confirmed).
What is CapitaLand Mall (CPAMF) earnings time?
CapitaLand Mall (CPAMF) earnings time is at Jul 29, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CPAMF EPS forecast?
Currently, no data Available