Suntec Real Estate Investment Trust (Suntec REIT)

Offer

Gordon and Celine Tang increase Suntec REIT cash offer to $1.19

The offer closing date has also been extended to 5.30pm on Feb 5, from Jan 20 previously.
Gordon and Celine Tang to make conditional cash offer of $1.16 per unit for Suntec REIT  - THE EDGE SINGAPORE

Offer

Gordon and Celine Tang to make conditional cash offer of $1.16 per unit for Suntec REIT

The Tangs increased their stake on Dec 5 by paying $1.16 each for more than 62.5 million units from the open market

Broker's Calls

Suntec REIT biggest beneficiary from MAS’s ‘looser’ leverage, ICR rules: OCBC

S-REITs are now subject to a single aggregate leverage limit of 50% and a minimum interest coverage ratio (ICR) of 1.5 times.

Broker's Calls

Analysts remain neutral on Suntec REIT after results met expectations despite 3QFY2024 DPU slip

Maybank upgraded its TP to $1.25, while CGSI and OIR have kept their TPs unchanged at $1.38 and $1.19.

Results

Suntec REIT reports DPU of 1.58 cents for 3QFY2024, down 0.9% y-o-y

This came on the back of vacancies at 55 Currie Street in Australia and The Minster Building in London.

Broker's Calls

OCBC downgrades Suntec REIT to ‘sell’ with higher TP of $1.19

Suntec REIT historically traded at a 10Y average forward distribution yield of 5.7%, based on the team's estimates.
Analysts mostly maintain ‘hold’ calls on Suntec REIT following the release of 1HFY2024 results  - THE EDGE SINGAPORE

Broker's Calls

Analysts mostly maintain ‘hold’ calls on Suntec REIT following the release of 1HFY2024 results

CGSI, DBS and OCBC maintain their “hold” calls on the REIT, RHB has kept its “buy” call.

Results

Suntec REIT reports 1QFY2024 DPU of 1.511 cents, 1.8% lower y-o-y

Unitholders will receive their DPUs on May 30.
RHB upgrades Suntec REIT to ‘buy’ on strong operational metrics; analysts up TPs on forward estimates - THE EDGE SINGAPORE

Broker's Calls

RHB upgrades Suntec REIT to ‘buy’ on strong operational metrics; analysts up TPs on forward estimates

Analysts from CGS-CIMB, DBS, Maybank and OCBC have kept their "hold" calls while Citi has kept its "sell" rating.
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