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oversupply
REITs
Covid-19 fallout hits hospitality trusts, retail
While Eagle Hospitality Trust is the worst performer year-to-date, it is interesting that in the US, it is increasingly apparent that the supply of select-service hotels is rising while demand has not kept pace with supply.
February 28, 2020
Singapore economy
Property and banking sectors stable amid economic slowdown, but concerns remain, says MAS
SINGAPORE (Dec 2): The Financial Stability Review (FSR) released by the Monetary Authority of Singapore on Nov 28 highlights the risk of an economic slowdown, but this has not caused systemic problems and unemployment remains in check. Still, given slowin
November 29, 2019
Crude Oil
4 ways the O&G sector continues to face protracted soft conditions: Phillip
SINGAPORE (Apr 16): Phillip Capital is of the view that Singapore’s oil and gas (O&G) sector is facing an extended period of soft conditions.
April 16, 2018
Property
Singapore property bulls ignore central bank warning
SINGAPORE (Dec 6): Singapore developers may extend their share rally into 2018 on a reviving home market, according to money managers and analysts, who say the central bank’s warning on a potential oversupply may not play out for years.
December 06, 2017
Property
Brisbane faces potential oversupply amid Aussie student housing boom
SINGAPORE (Dec 30): As Australia continues to rapidly expand its purpose built student accommodation (PBSA) offering with new supply of commercially-operated student beds, signs of potential oversupply are beginning to surface, particularly in Brisbane.
December 30, 2016
Broker's Calls
OPEC’s production cut isn’t enough to save the O&M industry
SINGAPORE (Dec 22): Maybank Kim Eng has maintained its “negative” rating on the Singapore offshore and marine sector, even as the Organization of the Petroleum Exporting Countries announced a production cut to stem falling oil prices.
December 22, 2016
Broker's Calls
Why benefits of lower oil price may take a year to trickle down
SINGAPORE (Nov 1): The plunge in oil prices has reversed the fortunes of many players in the offshore and marine industry, ranging from rig builders and shipyards to services and support providers. But with oil prices beginning to recover, KGI analyst Joe
November 01, 2016
Beware headwinds in property sector but also seize the day
SINGAPORE (Sept 21): Despite the resale market remaining vibrant in August, with 750 caveats lodged, OCBC Research is maintaining its “neutral” call on the property sector, citing physical oversupply for 2016 to 2017.
September 21, 2016