Singapore Real Estate Investment Trusts (S-REITs)

Broker's Calls

Analysts cautious on ARA Logos Logistics Trust despite Q1 upturn

While good first quarter and partnership with Logos are cause for optimism, analysts are holding back due to Covid-19 uncertainty.

REITs

S-REITs favoured amid mix of politics and pandemics

Unfortunately, the hospitality REITs will suffer this year as tourists stay away.

REITs

Long bond yields firm but REIT prices shielded from decline, analysts say

The FTSE ST Real Estate Investment Trust Index is up 23.5% this year, buoyed by three interest rate cuts by the US Federal Reserve. The Straits Times Index by contrast is up only 8.8% year-to-date.  This year, the US Federal Funds Rate declined from the

REITs

3 potential S-REIT mergers to watch out for: UOB Kay Hian

SINGAPORE (Dec 9): On the back of a slew of mergers and acquisitions among Singapore’s real estate investment trusts (S-REITs), UOB Kay Hian believes there could well be more consolidation of smaller S-REITs to come.

REITs

Size matters: UOB Kay Hian stays buoyant on Singapore REITs sector amid flurry of M&As

SINGAPORE (Dec 9): Singapore’s real estate investment trusts (S-REITs) continue to excite market watchers, amid a flurry of mergers and acquisitions this year.

REITs

Singapore REITs are on a record fundraising spree

(Oct 18): Singapore real estate investment trusts are back for more cash, pushing secondary share sales to record levels.

Broker's Calls

Phillip stays 'neutral' on S-REITs; prefers office and hospitality sub-sectors

SINGAPORE (June 19): The yield spread of Singapore-listed REITs (S-REITs) declined 39bps to 272bps year to date as of end May, says Phillip Securities Research in its monthly report.
Singapore's office market is buzzing, for now

Property

Singapore's office market is buzzing, for now

(Jan 25): What’s not to like about Singapore’s office property market? Take a look at CapitaLand Commercial Trust’s 2018 results. Singapore’s biggest office landlord, owner of $10 billion of the city-state’s commercial buildings, finished the y

Broker's Calls

S-REITs more resilient despite concerns over rising interest rates: RHB

SINGAPORE (May 16): RHB Research is maintaining its “overweight” on S-REITs despite market worries over higher interest rates, preferring the hospitality and industrial sub-sectors which are poised to tap into demand growth.

Broker's Calls

Attractive valuations and yields from Mapletree Greater China Commercial Trust

SINGAPORE (Aug 1): DBS Vickers is maintaining its “buy” call on Mapletree Greater China Commercial Trust (MAGIC) with a target price of $1.25.
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