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S-REITs
Broker's Calls
Citi lowers CapitaLand India Trust TP to $1.25 amid higher debt cost
Citi attributes CLINT's underperformance to higher debt cost and potential capital-raising requirements.
April 20, 2023
REITs
Stresses in foreign S-REITs calls into question global REIT listing hub
Global REIT hub label in danger as foreign S-REITs reveal increasing stresses in their financially engineered structures
April 08, 2023
Broker's Calls
OIR remains selective on S-REITs despite seeing tactical opportunities ahead
The outlook for commercial real estate in Asia is less daunting compared to the US.
April 06, 2023
Broker's Calls
S-REITs to benefit from easing interest rates in 2024 should economic growth slows down, UOBKH maintains 'overweight'
Top outperformers in March include Mapletree Pan Asia Commercial Trust, which gained 4.7%.
April 06, 2023
Broker's Calls
Have S-REITs reached a bottom in March? DBS optimistic on retail, industrial names
Most bad press have been focused on US-focused names, where a deteriorating economic outlook places uncertainty on dividends.
April 06, 2023
Broker's Calls
S-REITs 'feeling the chills' of looming Fed rate hikes again: DBS
“Our call to ride the early-year rally in S-REITs in expectation of a pause in Fed rate hikes now appears to be short-lived.”
March 15, 2023
Broker's Calls
With rates higher for longer, S-REITs to stay lower for longer says JP Morgan
If rates stay higher for longer, S-REITs could stay lower for longer
March 06, 2023
Broker's Calls
Singapore equities to benefit from positive GDP 'surprise' and China reopening: RHB
Analyst Shekhar Jaiswal is overweight on the consumer, financial, healthcare, industrial, industrial S-REITs and transport sectors
January 06, 2023
Broker's Calls
Hotel and hospitality S-REITs to benefit as China reopens
S-REITs will benefit from China's reopening as the country opens to the world, as well as REITs that have exposure to China.
January 03, 2023
Broker's Calls
Slowing economic growth to moderate office rent growth momentum for Singapore office sector in 2023: DBS
Office and commercial S-REITs peaked in August, outperforming other asset classes as of September — before the sentiment turned.
December 20, 2022