sector report

Rich pickings among US-REITs: UOBKH - THE EDGE SINGAPORE

Broker's Calls

Rich pickings among SGX-listed US REITs: UOBKH

UOB Kay Hian: "Bargains have emerged with US office REITs."
F&B players in heartlands winner in latest tightened measures: CGS-CIMB - THE EDGE SINGAPORE

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?

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."

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

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.

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.

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

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.

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.

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.
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