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Who will save Sabana REIT?

Goola Warden
Goola Warden • 5 min read
Who will save Sabana REIT?
Sabana REIT has underperformed the STI this year. Who will save Sabana REIT? Photo: Bloomberg
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Sabana Industrial REIT’s unit price has fallen some 12% since May 24, when the High Court said that ESR Group entities are prohibited from voting on amendments to Sabana REIT’s trust deed. Since then, the unit price has fallen from 36.5 cents to 32 cents as at July 10.

Since May 24, the Straits Times Index (STI) has risen 1.3%. From the start of the year to July 11, Sabana REIT has lost 21.9% while the STI is up 4%. The largest components of the STI, such as the banks, have made new post-Covid highs.

Technically, short-term indicators have not formed positive divergences with Sabana REIT’s unit price. A positive divergence happens when momentum indicators start to rise as prices fall. Technically, the only mitigating factor is that the smoothed RSI is at an oversold low of 23 points, the lowest level since Sabana REIT’s EGM on Aug 7, 2023.

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