ESR LOGOS REIT

RHB says ESR-LOGOS REIT's portfolio rebalancing ticks right boxes  - THE EDGE SINGAPORE

Broker's Calls

ESR-LOGOS REIT's portfolio rebalancing has analysts from Maybank and RHB keeping their 'buy' calls

RHB's Natarajan has raised his target price to 35 cents, while Maybank's Lin keeps his unchanged at 32 cents.
DBS and RHB analysts maintain 'buy' on ESR-LOGOS REIT, citing value accretive post-merger asset recalibration strategy - THE EDGE SINGAPORE

Broker's Calls

DBS and RHB analysts maintain 'buy' on ESR-LOGOS REIT, citing value accretive post-merger asset recalibration strategy

The REIT has a strong sponsor backing and healthy acquisition pipeline, presenting good medium-term growth potential.

Broker's Calls

RHB keeps ‘overweight’ call on S-REITs, retail sector impacted by rise in GST and inflationary pressures on tenants

Dominant theme and driver of S-REITs’ performance in 2024 to be US Fed’s rate cuts and messaging surrounding the size and timing.

Broker's Calls

Analysts positive on ESR-LOGOS REIT despite slower macro outlook and near-term challenges

The analysts expect DPU to remain relatively flat before posting a healthy organic growth from FY2025 onwards.
ESR-LOGOS REIT’s Chui: Logistics assets are not an alternative asset class - THE EDGE SINGAPORE

kopi-C: the Company brew

ESR-LOGOS REIT’s Chui: Logistics assets are not an alternative asset class

Since 2000, Chui has had a front-row seat to witnessing Asia’s real estate market and REIT cycles

SGX Research Series: 10 in 10

ESR-LOGOS REIT future proofs with new economy industrial assets

"We rode on the accelerated growth of e-commerce from 2020 to 2021"
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