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S-REITs
Broker's Calls
UOBKH touts 'blue-chip S-REITs' CICT, FLT and MINT as rates may stay higher for longer
The FTSE ST index (FSTREI) declined 3.2% in September, underperforming the Straits Times Index’s (STI) 0.5% fall.
October 03, 2023
REITs Report 2023
OUE C-REIT’s prime Singapore portfolio delivers sustained growth
The prime core locations of OUE-REIT’s portfolio assets could see it benefit from both sectoral upswings and downturns.
September 14, 2023
REITs Report 2023
Growth of S-REITs may turn organic
S-REITs with foreign assets are facing enormous challenges making it tough for new REIT IPOs
September 14, 2023
Right Timing
Oil and gas producer outperforms its sustainable peers
Rex Intl's technical outlook is firm, its cash flow less so. Elsewhere, moribund REIT ETFs need Fed to halt and reverse hikes
September 14, 2023
Environmental, Social and Governance
All S-REITs have issued climate-related disclosures, but lag global peers in setting metrics, targets: EY, REITAS study
Just 30% of S-REITs have disclosed their net-zero commitments, and these range in ambition, note EY and REITAS.
September 13, 2023
Right Timing
Straits Times Index’s rebound continues, but risk-free rates remain elevated
STI could continue rebound to 3,245 but risk-free rates to remain elevated while US S-REITs pummel new lows
August 25, 2023
Broker's Calls
Hospitality S-REITs did not disappoint in 2QFY2023: CGS-CIMB
The 2QFY2023 RevPAR in most geographies were 100% to 127% of 2QFY2019 levels.
August 01, 2023
Broker's Calls
Hospitality sector sees strong start to the year as visitor arrivals pick up: DBS
Monthly tourist arrivals broke the 1 million mark in March, with with 1Q2023 statistics lining up with full-year expectations.
May 23, 2023
Broker's Calls
S-REITs at an inflection point, CLSA upgrades sector to 'overweight'
The relative underperformance of interest rate sensitive sectors like S-REITs will start to turn the corner moving forward.
May 22, 2023
Broker's Calls
Paragon REIT’s reversions could be negative to flat in FY2023; CGS-CIMB maintains 'hold'
The analysts believe that the REIT’s DPU downside is likely limited.
May 11, 2023