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REITs
Valuation enigma for properties, REITs and banks
Despite peak, higher rates are likely to pressure valuations, gearing and ICR for REITs as banks escape worst write downs
January 11, 2024
REITs
Operationally, S-REITs have to navigate higher cost of debt despite rate cycle peak
Operationally, S-REITs still have to contend with higher cost of debt, lower ICRs despite peak in interest rate cycle
January 08, 2024
Broker's Calls
Maybank keeps ‘neutral’ on S-REITs, ‘agnostic’ on the sector
CICT, CLAR and LREIT were named as analyst Krishna Guha’s picks.
January 08, 2024
Right Timing
Hiccup in S-REIT rally as risk-free rates rebound
S-REITs likely to go off the boil in response to rebound in US risk-free rates
January 04, 2024
Broker's Calls
UOBKH maintains 'overweight' rating on S-REITs after seeing 'healthy signs' that inflationary pressures have moderated
Analyst Jonathan Koh keeps his buy call on CDLHT, FCT, FEHT, KREIT, LREIT and MINT.
December 01, 2023
REIT Watch
Irrational signals from yield spread as REITs stay under pressure
Yield spreads between FTSE REIT Index and local risk-free rates are below their mean as investors await a reversion to the mean
November 02, 2023
Broker's Calls
Industrial S-REITs with exposure to Australia, UK and Europe are 'unjustifiably' sold off: DBS
FLCT and Keppel DC REIT are the top "value buy" S-REIT picks in this space.
October 17, 2023
Broker's Calls
Maybank keeps ‘neutral’ call on S-REITS, prefers CapitaLand Integrated Commercial Trust and Mapletree Logistics Trust
The repricing of debt and forex translation losses will affect DPU performance of S-REITs this quarter, says analyst Krishna Guha.
October 16, 2023
REIT Watch
S-REITs 3Q2023 performance to reflect higher debt costs, weak forex says JP Morgan
Higher debt costs, weak forex to impact S-REITs 3Q2023 performance as reporting gets underway on Oct 16
October 10, 2023
Broker's Calls
S-REITs not yet in vogue, DBS continues to favour industrial and retail subsectors
The analysts remain cautious on the office subsector, preferring office S-REITs with a retail component.
October 04, 2023