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OCBC credit research
REITs
Operationally, S-REITs have to navigate higher cost of debt despite rate cycle peak
Operationally, S-REITs still have to contend with higher cost of debt, lower ICRs despite peak in interest rate cycle
January 08, 2024
Bonds and treasuries
Repricing in REIT bonds and perpetuals presents opportunities for credit investors
With the rise in interest rates likely to continue into 1H2023, we discuss how S-REITs are contending with this new normal.
February 03, 2023
Sustainability
Greening buildings, financing and disclosures: OCBC evaluates Singapore's real estate sector
OCBC’s analysts offer a snapshot of Singapore’s status on green buildings, green financing, strategies and disclosures.
January 26, 2023
Bonds and treasuries
Emerging from a spooky October; bond vigilantes back to bite
There's further scope for corporate credit yields to rise.
November 03, 2022
Bonds and treasuries
The problem with promises in credit – the practical difficulties of implicit support
We feel it is of more benefit to analyse an issuer on a stand-alone basis and understand its own fundamental capacity to repay
October 05, 2022