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S-REITs
REITs
Changes in ICR, leverage to come into effect immediately, with additional disclosures in March
MAS has streamlined financial reporting to include adjusted ICR of 1.5x and leverage of 50%, including impact of perps.
8 hours ago
Broker's Calls
Phillip Securities ‘overweight’ on S-REITs; expects three rate cuts next year, not five
S-REITs will take time to benefit from interest rate cuts given the high percentage of fixed-rate loans, says Phillip Securities, while naming three top picks.
3 days ago
REITs
Link REIT appoints Eng-Kwok Seat Moey as independent non-executive director
Eng-Kwok Seat Moey is dubbed 'Mother of the S-REITs'
14 days ago
Investing strategies
Navigating S-REITs in 2025 and beyond: A defensive play with long-term growth potential
S-REIT performance is set to benefit from favourable global economic conditions, Singapore’s strong real estate market outlook, and positive investor sentiment.
28 days ago
Broker's Calls
Maybank remains 'positive' on S-REITs but expects sector to be 'range-bound' in the near term
Analyst Krishna Guha maintains his estimates, ratings and TPs while shifting his preferred picks from low-yielding CLAR to CDLHT
September 23, 2024
REITs
What to buy as the Fed saves the day
Developers and REITs with the highest gearing and the lowest fixed rate debt could benefit the most, analysts say
September 19, 2024
Broker's Calls
UOBKH sees ‘double happiness in September’ for S-REITs as US, Eurozone near rate cuts
The governing council of the European Central Bank will meet on Sept 12, followed by the Federal Open Market Committee on Sept 18.
September 05, 2024
REITs Report 2024
Navigating the S-REIT skyscape in 2H2024: Key trends and developments
Singapore’s S-REIT sector has 39 trusts listed for trading with well-balanced sub-sectors locally and globally.
September 05, 2024
Broker's Calls
'Sunny days ahead' for S-REITs, says RHB analyst who keeps 'overweight' on the sector
There will be a lag before positive impacts flow to bottom lines, but investors should adopt a “slightly more aggressive stance”.
August 30, 2024
REITs
With T-bills’ cut-off yield down 21bps to 3.13%, time to ‘segue’ into S-REITs: Bank of Singapore
BOS analyst Andy Wong prefers logistics and industrial, hospitality, retail and office S-REITs — in that order.
August 29, 2024