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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Lendlease Global Commercial
Lendlease Global Commercial (JYEU) investor relations material
Lendlease Global Commercial Q1 2027 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 TU earnings summary30 Oct, 2026
Executive summary
Strong start to FY2027, with portfolio committed occupancy at 94.4%, retail occupancy at 98.2%, and retail rental reversion at 10.0%.
Priorities include PLQ Mall reconfiguration, Milan Building 3 leasing, Singapore acquisition opportunities, and selective non-core disposals.
Financial highlights
Tenant sales rose 45.5% YoY; like-for-like sales excluding PLQ Mall increased 8.1% YoY.
Visitation increased 27.4% YoY; like-for-like visitation excluding PLQ Mall rose 6.7% YoY.
Portfolio value was S$4.2bn, market capitalisation S$1.8bn, and NAV per unit S$0.70 as at 30 September 2026.
Outlook and guidance
PLQ Mall’s ~16,000 sq ft reconfiguration was on track for end-2026 completion; new tenants and a full-quarter contribution are expected to support income and momentum.
FY2027 supports include lower funding costs, lower contracted electricity tariffs, and positive rental reversions; Building 3 leasing or a potential sale remains under consideration.
Initiatives include a Discovery Walk refresh, Building 3 leasing, Singapore acquisition opportunities, and selective non-core disposals.
CBRE Research projected prime Singapore retail rents to rise 1%–2% in 2026, supported by tourism spending, events, and limited supply.
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Latest events from Lendlease Global Commercial
- Revenue and NPI rose, but DPU fell on higher costs; retail occupancy hit 100%.JYEU
H2 2024 - Occupancy at 89.5%, retail rents up 11.4%, and 85% of debt is sustainability-linked.JYEUQ1 2025 TU
- Revenue and NPI fell YoY, but occupancy and rental reversion remained strong.JYEUH1 2025
- High occupancy and rental growth offset softer retail sales; refinancing lowers capital costs.JYEUQ3 2025 TU
- Jem Office divestment and 1.8% DPU growth drive lower leverage and portfolio uplift.JYEUH2 2025
- Jem office divestment, strong occupancy, and ESG leadership drive resilient growth.JYEUQ1 2026 TU
- DPU rose 3.1% YoY to 1.85 cents, with distributable income and profit after tax both increasing.JYEUH1 2026
- Retail rental reversion up 12.2%, tenant sales up 17.6% YoY, and occupancy at 95.3%.JYEUQ3 2026 TU
- DPU up 3.0% YoY, distributable income surged 26.0%, and retail occupancy hit 98.5%.JYEUH2 2026
Next Lendlease Global Commercial earnings date
H1 202729 Jan, 2027
Lendlease Global Commercial
Next Lendlease Global Commercial earnings date
H1 202729 Jan, 2027
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