Industrial Property Report – Recovery following the tariff shock
Posted: Nov 14, 2025
- Earnings of listed industrial park (IP) developers grew 24% yoy in 3Q25 and 51% yoy in 9M25, despite the impact of U.S. tariff policies;
- The IP market has shown signs of improvement following the U.S. announcement of reciprocal tariffs for its trading partners;
- Valuations have returned to attractive levels. We favor KBC, IDC, and VGC as key beneficiaries for the sector’s recovery phase.
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