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S-REITs stirring with IPO and yield compression

Goola Warden
Goola Warden • 10 min read
S-REITs stirring with IPO and yield compression
Ronald Tan of SGX says for REIT IPOs, investors prefer strong, reputable sponsors who support the REIT with a pipeline, coupled with a diversified portfolio.
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Market watchers’ angst over the lack of initial public offerings (IPOs) and the general moribund state of the local market has been al­leviated by the best rally Singa­pore’s stock market has seen since the Covid pandemic. Perhaps the market decided to give Singapore-based investors an early SG60 gift.

Whatever the case, since around 2015, the Singapore Exchange (SGX) has focused on non-equity market revenue, including deriv­atives and foreign exchange. As a result, IPOs have dwindled. In June this year, Info-Tech Holdings was the first IPO on the Mainboard since the listing of Digital Core REIT in De­cember 2021.

In July, NTT DC REIT successfully IPO-ed with a price of US$1 ($1.28). Although the IPO yield was attractive at 7.5%, unit prices have since slipped below US$1. Nonetheless, the REIT IPO was generally warmly received and a stabilisation process is underway.

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