Asset Recycling And Portfolio OptimizationAnalyst highlights targeted divestments of select China and Hong Kong assets and reinvestment plans to unlock value and pursue acquisitions in Singapore, Korea and Vietnam to drive growth.
Financial Risk Management And HedgingAnalyst observes high hedge coverage and stable debt metrics that keep interest costs manageable, preserving financial flexibility and supporting distributions.
Rental Recovery In ChinaAnalyst notes rental levels in China are stabilizing and overall portfolio rent movements have turned positive, supporting income recovery and improving future cash flow prospects.