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PhillipCapital Research
Broker's Calls
Cromwell European REIT new debt facility provides bargaining power, analysts keep ‘buy’
CEREIT presents an attractive opportunity for S-REIT investors seeking high-quality returns and exposure to the European market.
21 days ago
Broker's Calls
PhillipCapital initiates ‘buy’ on First REIT with TP of 30 cents
The analyst forecasts a distribution per unit (DPU) of 2.36 cents and 2.51 cents for FY2024 and FY2025.
July 09, 2024
Singapore economy
REITs becoming ‘more attractive relative bet’, says PhillipCapital
PhillipCapital favours CapitaLand Investment and Cromwell European REIT; drops Thai Beverage from model portfolio
July 02, 2024
Broker's Calls
PhillipCapital starts this ‘50% discounted investment-grade REIT’ at ‘buy’ with 27% TP upside
PhillipCapital expects DPU of 2.0 cents for FY2024 and 2.9 cents for FY2025, translating into yields of 7.8% and 11.4%.
June 24, 2024
Broker's Calls
PhillipCapital initiates ‘buy’ call on CSOP iEdge S-REIT ETF with TP of 87 cents
PhillipCapital initiates ‘buy’ call on CSOP iEdge S-REIT ETF with TP of 87 cents
June 13, 2024
Broker's Calls
PhillipCapital sees ‘valuation upside’ from Elite Commercial REIT’s expanded mandate
For now, however, PhillipCapital Research analyst Liu Miaomiao has lowered her target price to 32 British pence.
May 06, 2024
Broker's Calls
PhillipCapital stays 'overweight' on Singapore's banks; DBS the 'best performer' with 7.2% dividend yield
Bank dividend yields are “attractive”, with upside surprises due to excess capital ratios and a push towards higher ROEs.
March 12, 2024
Investing ideas
Investors 'disappointed'? OCBC's 'sector-leading' CET-1 reserves overshadow 'solid' FY2023 results: analysts
OCBC’s dividend payout ratio of 53% caps off record earnings of $7.02 billion for FY2023, up 27% y-o-y.
March 02, 2024
Broker's Calls
Analysts slash Prime US REIT target price on US$600 mil debt expiring July, enlarged share base
Gearing, at 48.4%, is “a little too high for comfort”, says DBS Group Research.
February 26, 2024
Broker's Calls
Brokers' Digest: Marco Polo Marine, UMS Holdings, Frencken Group, Far East Hospitality Trust, Keppel Pacific Oak US REIT
See what the analysts have to say this week.
February 25, 2024