CapitaLand Ascott Trust

CapitaLand Ascott Trust divests Citadines Karasuma-Gojo Kyoto for JPY6.18 bil - THE EDGE SINGAPORE

Property

CapitaLand Ascott Trust divests Citadines Karasuma-Gojo Kyoto for JPY6.18 bil

The 124-unit property was divested at 40.1% above book value at an exit ebitda yield of about 0.3%.
CapitaLand Ascott Trust to acquire lyf Funan Singapore for agreed property value of $263 mil - THE EDGE SINGAPORE

REITs

CapitaLand Ascott Trust to acquire lyf Funan Singapore for agreed property value of $263 mil

The proposed acquisition is expected to increase CLAS’s total distribution by $3.5 million.
Funds missing from CLAS in Australia  - THE EDGE SINGAPORE

REITs

Funds missing from CLAS in Australia

Staff at a CLI unit in Australia reportedly stole funds

Broker's Calls

UOBKH adds CLAS and SATS, drops RH Petrogas, SIA Engineering and FEHT from alpha picks

UOBKH’s alpha picks portfolio outpaced the STI in 4QFY2023 and the full year, gaining 2.2% and 8.7% on an equal-weighted basis.
As bulls and bears remain asleep, stay put in high-yield and non-cyclical counters - THE EDGE SINGAPORE

Investing ideas

As bulls and bears remain asleep, stay put in high-yield and non-cyclical counters

'Either the share prices go up, or earnings will come down. Of course, we hope valuations will go up'

Broker's Calls

UOBKH adds Marco Polo Marine and RH Petrogas, removes Delfi, LHN Group and Yangzijiang from October alpha picks

UOBKH’s alpha picks portfolio beat the STI by 4.7 ppts, “overcoming weak investor sentiment in September”.
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