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sector report
Broker's Calls
Rich pickings among SGX-listed US REITs: UOBKH
UOB Kay Hian: "Bargains have emerged with US office REITs."
October 17, 2022
Broker's Calls
F&B players in heartlands winner in latest tightened measures: CGS-CIMB
How will F&B players fare in this latest round of tightened measures?
September 28, 2021
Broker's Calls
PhillipCapital like US office REITs for attractive dividend yields, long WALES
Phillip Capital: "We believe that US office REITs are worth the investment in the long run."
July 20, 2020
Broker's Calls
OCBC keeps 'overweight' on Singapore hospitality sector as REITs rally
SINGAPORE (Feb 7): OCBC Investment Research is maintaining “overweight” on Singapore’s hospitality space as the sector’s REITs – namely CDL Hospitality Trusts (CDL HT), Ascott Residence Trust (ART) and Far East Hospitality Trust (FEHT) – rally
February 07, 2019
Broker's Calls
2019 will be a good year for hospitality, but risks from trade tensions remain: OCBC
SINGAPORE (Jan 16): OCBC Investment Research is maintaining “overweight” on Singapore’s hospitality sector as it sees value in some of the hospitality REITs under its coverage at their current unit prices.
January 16, 2019
Broker's Calls
Competition heats up in telco sector and the catchphrase is 'free'
SINGAPORE (June 12): UOB Kay Hian continues to rate the telecommunications sector as “market weight” as competition within the sector has intensified even before TPG Telecom has launched its mobile services on a commercial basis.
June 12, 2018
Broker's Calls
S-REIT sector kept at 'overweight' as earnings come within expectations: UOB
SINGAPORE (May 2): UOB Kay Hian is keeping “overweight” on Singapore REITs (S-REITs) post the announcement of Mapletree Logistics Trust (MLT) and Frasers Hospitality Trust’s (FHT) latest set of quarterly results, which the research house continues t
May 02, 2018
Broker's Calls
Maybank remains 'positive' on S-REITs as industrials are bottoming out
SINGAPORE (Apr 16): Maybank Kim Eng is remaining “positive” on Singapore REITs (S-REITs), despite the recent pull-back in share prices against a rising interest rate regime.
April 16, 2018
Broker's Calls
Fintech players are shaking up the banking sector in SEA
SINGAPORE (Apr 16): CLSA is rating the Asean banking sector “overweight” as it is set to take a different route in the near future with fintech players carving out their paths and partnering the banks in more meaningful ways.
April 16, 2018
Sector Focus
Regulatory changes expected to drive earnings for Singapore's land transport sector
SINGAPORE (Mar 22): Phillip Capital is maintaining an “overweight” for Singapore’s land transport sector on regulatory reviews and changes with ComfortDelGro (CDG) its top “buy” pick with a $2.50 target.
March 22, 2018