CapitaLand Integrated Commercial Trust (CICT)

REITs

CICT enters into several interested person transactions for its properties including Raffles City Singapore

The agreements were entered with SP Sustainability & Engineering, SembWaste and Real Taste Pte Ltd.
DBS sees ‘breakout month’ for S-REITs, but warns that focus may soon shift to results and rates - THE EDGE SINGAPORE

Broker's Calls

DBS sees ‘breakout month’ for S-REITs, but warns that focus may soon shift to results and rates

Office, retail and hospitality are DBS’s top picks for S-REITs.
CICT announces fourth acquisition in three months, CapitaLand Investment benefits - THE EDGE SINGAPORE

REITs

CICT announces fourth acquisition in three months, CapitaLand Investment benefits

CICT acquires 79 Robinson Road with debt and proceeds from JCube. The property which has a yield of 4%, has a short land lease
RHB downgrades CICT to 'neutral' while other analysts keep 'buy' call following reopening and acquisition - THE EDGE SINGAPORE

Broker's Calls

RHB downgrades CICT to 'neutral' while other analysts keep 'buy' call following reopening and acquisition

In its report, RHB also expects CICT's next potential acquisition to be its remaining stake in CapitaSpring.

Broker's Calls

S-REIT DPUs expected to grow 12% y-o-y in FY2022; office REITs preferred: Maybank Securities

Maybank has also upgraded Suntec REIT to “buy” with a TP of $1.80 based on its leverage to Singapore’s reopening.

Right Timing

Heightened risks could stymie writebacks for banks

Heightened risks may impact writebacks for banks, but interest rate hikes are on track; CICT stays resilient on better outllok

REITs

CICT divests JCube to CapitaLand Group subsidiary for $340 mil as an interested person transaction

According to CICT, the divestment is part of its strategy to “deliver stable and sustainable returns to unitholders”.

M&A

CICT acquires 50% interest in 2 Sydney properties for A$422 mil

CICT expands footprint in Sydney with new acquisitions.

Broker's Calls

Broker's Digest: Microsoft Corp, Keppel REIT, ART, SGX, CICT

See what our analysts have to say about these counters.

Broker's Calls

Time to 'bask in the sun' as recovery trends continue for these S-REITs: DBS

"With the Singapore economy still strong, we see stronger domestic retail sales driving an approximately 5-6% rise in DPU."
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