Singapore REITs - Maybank Research 2023-07-23: Seeking Love In An Inappropriate Environment

Singapore REITs - Seeking Love In An Inappropriate Environment

Published:
Singapore REITs - Maybank Research | SGinvestors.ioLendlease REIT (SGX:JYEU)
  • Macro conditions continue to be challenging for S-REITs. Short-term rates are creeping up, credit spreads widening and FX crosswinds intensifying. But the possibility of skirting a recession and potential rate cuts, as signaled by an inverted yield curve, may be the silver linings.
  • Asset valuation and financial metrics are the key items to monitor in the upcoming results announcements. We stay selective and maintain the view that sector performance should remain range-bound.
  • - Read this at SGinvestors.io -

Scrutinizing of asset values

Funding costs creeping up, stabilization of margins can be a positive

  • Read more at SGinvestors.io.




Above is the excerpt from report by Maybank Research.
Clients of Maybank Securities may be the first to access the full report in PDF @ https://www.maybanktrade.com.sg/.




Krishna Guha Maybank Research | https://www.maybank-ke.com.sg/ 2023-07-23



Read More Analysis On Singapore REITs (S-REITs):
Analyst Reports on Singapore REIT Sector

Check Out Also The Summary Of:
S-REIT Share Price Performance
S-REIT Target Prices & Ratings





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