Singapore REITs (S-REITs)

REITs

UOB Kay Hian recommends new economy plays like A-REIT, FLT and MINT as Omicron variant causes delay in reopening

"Investors could de-risk by trimming positions in hospitality REITs," says UOB Kay Hian's Jonathan Koh.

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Getting to know the S-REITs dividend machine

Why are people talking about S-REITs? Find out within.
ART, CDLHT are DBS’ top picks for hospitality S-REITs as 'green shoots' emerge for hotels - THE EDGE SINGAPORE

Broker's Calls

ART, CDLHT are DBS’ top picks for hospitality S-REITs as 'green shoots' emerge for hotels

DBS says hospitality S-REITs reported strong performance in 3Q2021 and show promise heading into 2022.
Focus on 'growth names' in S-REITs such as MLT, FLCT, A-REIT, Suntec REIT, MCT and FCT: DBS - THE EDGE SINGAPORE

REITs

Focus on 'growth names' in S-REITs such as MLT, FLCT, A-REIT, Suntec REIT, MCT and FCT: DBS

Under the hospitality S-REITs sub-sector, Ascott Residence Trust (ART) is the team’s “medium term pick” as travel returns.
Industrial S-REITs remain 'choice sector'; top picks being A-REIT, FLCT and MLT: DBS - THE EDGE SINGAPORE

REITs

Industrial S-REITs remain 'choice sector'; top picks being A-REIT, FLCT and MLT: DBS

Among the mid-caps, Lai and Tan say they prefer ALLT and ESR-REIT “for their access to new economy assets from sponsor pipelines”.
S-REITs’ defensive posture to weather fluctuation in interest rates: UOB Kay Hian - THE EDGE SINGAPORE

Broker's Calls

S-REITs’ defensive posture to weather fluctuation in interest rates: UOB Kay Hian

The Federal Reserve has signalled it could potentially raise interest rates in 2022.
UOBKH maintains 'overweight' on S-REITs as Covid-19 cases surge - THE EDGE SINGAPORE

Broker's Calls

UOBKH maintains 'overweight' on S-REITs as Covid-19 cases surge

UOBKH is still 'overweight' on S-REITs despite surge in Covid-19 cases
Current S-REIT levels 'opportunity to re-enter' as 'patient' FED conducive for sector to re-rate: DBS - THE EDGE SINGAPORE

REITs

Current S-REIT levels 'opportunity to re-enter' as 'patient' FED conducive for sector to re-rate: DBS

The analysts at DBS have highlighted preferred names including CDLHT, MINT, Suntec REIT, Lendlease REIT and ALOG.
AIMS APAC REIT and ARA LOGOS Logistics Trust to join FTSE EPRA Nareit Global Index - THE EDGE SINGAPORE

REITs

AIMS APAC REIT and ARA LOGOS Logistics Trust to join FTSE EPRA Nareit Global Developed Index

The REITs join four other S-REITs to be included in the index.
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