Singapore REITs (S-REITs)

Broker's Calls

DBS indicates preference for REITs with high yields amid Fed's hawkish stance

The top S-REIT performers for the month of August were Cromwell European REIT, EC World REIT and Sabana REIT.
Maybank Securities initiates 'buy' on ESR-LOGOS REIT with TP of 55 cents - THE EDGE SINGAPORE

Broker's Calls

Maybank Securities initiates 'buy' on ESR-LOGOS REIT with TP of 55 cents

Maybank Securities has estimated ELOG's FY2022 and FY2023 DPU to come in at 2.99 cents and 3.01 cents respectively.

Broker's Calls

UOBKH is focusing on REITs with reopening plays

UOBKH's top S-REIT picks include: FCT, FEHT and LREIT.
ART stabilises portfolio with more long-stay properties - THE EDGE SINGAPORE

REITs

ART stabilises portfolio with more long-stay properties

Ascott Residence Trust opts for stabilised DPS with acquisition focusing on long stay assets

Broker's Calls

UOB Kay Hian is remaining invested in hospitality, retail and office S-REITs as reopening plays

Among the sub-sectors, the brokerage is recommending ‘buy’ on ART, FCT, FEHT and LREIT.
Calm may return to S-REIT sector in June: DBS - THE EDGE SINGAPORE

Broker's Calls

Calm may return to S-REIT sector in June: DBS

The sector may see a rebound in prices after a peak in inflation fears in the 2QFY2022.
DBS remains positive on hospitality S-REITs as RevPAR-led recovery in DPUs to outweigh higher interest cost worries - THE EDGE SINGAPORE

Broker's Calls

DBS remains positive on hospitality S-REITs as RevPAR-led recovery in DPUs to outweigh higher interest cost worries

The hospitality S-REITs subsector is still currently trading at attractive valuations even with the re-rating in prices: DBS
Stars 're-aligning' for hospitality S-REITs sub-sector with ART, CDLHT and FEHT being analysts' top picks - THE EDGE SINGAPORE

Broker's Calls

Stars 're-aligning' for hospitality S-REITs sub-sector with ART, CDLHT and FEHT being analysts' top picks

Units in ART, CDLHT, FEHT closed $1.12, $1.29 and 65 cents respectively, while units in FHT closed at 49 cents on March 25.

Broker's Calls

Stick with S-REITs in growth sectors amid inflation and high oil prices: DBS

The brokerage has also added MLT to its top eight picks as the warehouse sector is the least likely to be affected by rising costs
ESR-REIT receives approval from unitholders on merger with ARA LOG and proposed issue of new units - THE EDGE SINGAPORE

REITs

ESR-REIT receives approval from unitholders on merger with ARA LOG and proposed issue of new units

Units in ESR-REIT last traded at 42 cents before its trading halt on the morning of March 21.
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