Sasseur REIT

CGS-CIMB reiterates ‘add’ on Sasseur REIT (SASSR) at lower target price - THE EDGE SINGAPORE

Broker's Calls

CGS-CIMB lowers Sasseur REIT’s TP to 95 cents

CGS-CIMB Research is keeping “add” on Sasseur REIT.
This is why refinancing of Chinese S-REITs and trusts takes longer  - THE EDGE SINGAPORE

REITs

This is why refinancing of Chinese S-REITs and trusts takes longer

Inter-creditor agreement slows down refinancing of Chinese assets for REITs; was disclosure late at DRT?
Sasseur REIT’s 4QFY2022 results 'darkest before the dawn', analysts maintain 'buy' on China consumption recovery  - THE EDGE SINGAPORE

Broker's Calls

Sasseur REIT’s 4QFY2022 results 'darkest before the dawn', analysts maintain 'buy' on China consumption recovery

Sasseur REIT’s experiential giant malls with a value proposition bench well on China's improving consumer sentiment.
Hotel and hospitality S-REITs to benefit as China reopens - THE EDGE SINGAPORE

Broker's Calls

Hotel and hospitality S-REITs to benefit as China reopens

S-REITs will benefit from China's reopening as the country opens to the world, as well as REITs that have exposure to China.

SGX Research Series: 10 in 10

Sasseur REIT gearing up for long-term growth

We believe that the eventual reopening of China in the future will provide strong growth opportunities for the REIT.

Regulatory Action

Sasseur REIT's CFO 'interviewed' by MAS and CAD for probe unrelated to REIT

The REIT manager and Sasseur REIT are not under investigation.

Results

Sasseur REIT posts 0.4% increase in 3QFY2022 DPU to 1.838 cents

Despite headwinds in China, Sasseur REIT posted a 0.4% growth in 3Q DPU to 1.838 cents.

Broker's Calls

Most S-REITs should be able to keep within a 45% gearing ratio level: DBS

Top performers for October include CapitaLand India Trust, Keppel Data Centre REIT and Sasseur REIT.

Broker's Calls

Easing China headwinds, strength in EMA structure keep Sasseur REIT a 'buy'

Analysts are remaining upbeat on Sasseur REIT as a recovery play to ride on China's gradual reopening.
 - THE EDGE SINGAPORE

REITs

Results of CapitaLand China Trust trigger relook at capital management

S-REITs with Chinese assets should take a leaf out of CapitaLand China Trust's capital management strategy
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