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Singapore REITs (S-REITs)
Silicon Valley Bank fallout
SVB mess can lift Singapore landlords' blues
Lower funding costs mean more of the rental income can go to REIT shareholders, making the securities more attractive.
March 15, 2023
Budget 2023
Budget 2023 offers near-term help but maintains fiscal discipline and active wealth distribution
Analysts see a slight impact on property stocks, while household assistance could bring cheer to consumer and transport counters.
February 16, 2023
Broker's Calls
S-REITs get off to a strong start in 2023, expected to continue 'hopping' higher
S-REITs are kicking off the year strong and expected to continue 'hopping' higher for the rest of the year.
February 06, 2023
Broker's Calls
Time to increase exposure to 'attractive' S-REITs: DBS
With the possible end to the US rate hikes in the 1Q2023, now may be a good time to accumulate S-REITs, say the analysts at DBS.
January 18, 2023
Broker's Calls
CLSA upgrades CLAR and Keppel DC REIT, issues downgrades on seven other S-REITs
The recommendation changes come after factoring-in a higher risk free rate and borrowing costs, says CLSA.
November 29, 2022
Broker's Calls
DBS cuts overall DPU estimates and target prices for S-REITs on slower growth momentum
The DBS analysts have lowered their DPU estimates on the S-REIT sector by 7% and TPs by 11% based on their revised estimates.
November 24, 2022
Broker's Calls
FY2023 DPUs for S-REITs could see up to 9.0% downside amid interest rate hikes: DBS
With most of the risks already priced in, the team sees buying opportunities within the S-REIT sector at its current levels.
November 01, 2022
Broker's Calls
S-REITs now at 'attractive levels' with bargains emerging following recent panic selling: UOB Kay Hian
Some of UOB Kay Hian's top picks include CLAS, FCT and LREIT.
October 13, 2022
Broker's Calls
Pain of rate hikes for S-REITs likely to end in 4QFY2022: UOB Kay Hian
UOB Kay Hian analyst Jonathan Koh remains 'overweight' on the S-REITs sector.
September 28, 2022
Broker's Calls
S-REITs 'resilient' despite inflation due to 'stable cash flows': UOB Kay Hian
MPACT was the top outperformer in the two weeks ended Sept 16, while FHT was the top underperformer.
September 19, 2022