Macau Property Opportunities Fund Provides H1 2025 Investor Update
Why we think this is neutral
This RNS announcement is a general investor update and does not contain any of the mandatory news types required for further in-depth analysis.
Key Points
- Portfolio valuation decreased 7.5% vs 31 December 2024
- Adjusted NAV per share down 17.6% vs H2 2024
- Share price down 3.6% vs 31 December 2024
- Discount to Adjusted NAV widened to 56%
- Completed 4 sales at The Waterside, exchanged contracts for 1 villa sale at The Fountainside
- Macau property market saw declines in Q1 2025, showed signs of stabilization in April
- Macau's economy contracted 1.3% YoY in Q1 2025 amid global uncertainties
Summary
The property investment company provides an update on its portfolio and the Macau property market in the first half of 2025.
Key highlights:
- Portfolio valuation decreased by 7.5% vs 31 December 2024
- Adjusted NAV per share down 17.6% vs H2 2024
- Share price down 3.6% vs 31 December 2024
- Discount to Adjusted NAV widened to 56%
- Completed 4 sales at The Waterside and exchanged contracts for 1 villa sale at The Fountainside
- Macau's property market saw declines in transaction volumes and prices in Q1 2025, though showed signs of stabilization in April
- Macau's economy contracted 1.3% YoY in Q1 2025 amid global uncertainties
Key Dates
September 2025
Completion of 3 unit sales at The Waterside
GENERAL UPDATE