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Singapore REITs (S-REITs)
Broker's Calls
Macquarie initiates coverage on 11 S-REITs after 'two false starts' for rate-cut rally
Analysts from Macquarie have named CapitaLand Ascendas REIT, Keppel DC REIT, Mapletree Logistics Trust (MLT) and Mapletree Pan Asia Commercial Trust as their top picks.
2 days ago
Broker's Calls
Citi downgrades CICT to ‘neutral’ with higher TP of $2.21
The downgrade comes as it sees limited DPU upside for ION Orchard and stretched valuations.
September 09, 2024
REITs Report 2024
OUE REIT ready for growth after emerging stronger from rate hike cycle
OUE REIT is in the plum position of owning nearly all Singapore-based assets, with just a single building in Shanghai.
September 05, 2024
Broker's Calls
Maybank upgrades S-REIT sector to ‘positive’ after Fed’s strong signalling of rate cuts
Analyst Krishna Guha has added rate-sensitive REITs such as LREIT, MLT and OUE REIT to his top picks.
August 27, 2024
Broker's Calls
S-REITs at ‘long-awaited turning point’, says OCBC Investment Research
The team has named FLCT, MINT, CLAS, CLAR and PLife REIT as its top picks.
August 26, 2024
REITs
Better macro and interest environment to encourage allocations into S-REITs in 2HFY2024, DBS names top picks
The analysts at DBS note that an inflexion point approaches for S-REITs.
August 20, 2024
Broker's Calls
Venture, FCT, Sats, Sembcorp and ComfortDelGro are stocks to seek ‘shelter’ in from a ‘weak’ August: DBS
An interest rate cut by the US Fed in September is a ‘near certainty’, says PhillipCapital, who is ‘overweight’ on REITs.
August 09, 2024
Broker's Calls
CLSA sees Singapore banks remaining ‘stronger for longer’ amid rate cut expectations
Analyst Neel Sinha says the banks' fees and loan growth should offset any softening in NIMs.
August 06, 2024
REITs
Singapore needs reforms to revive its REITs: Bloomberg Opinion's Andy Mukherjee
Governance of Singapore REITs could hold back the much-anticipated recovery from reaching its full potential, says the writer.
June 27, 2024
Broker's Calls
Now is a good time for investors to reposition into S-REITs, says PhillipCapital
The analysts have named CLAS and Cromwell European REIT as their top picks.
June 26, 2024