- We brought the 3 Mapletree sponsored S-REITs - Mapletree Logistics Trust (SGX:M44U), Mapletree Industrial Trust (SGX:ME8U) and Mapletree Pan Asia Commercial Trust (SGX:N2IU)) to meet investors with generally positive feedback.
Optimism amongst investors fuels allocation into S-REITs.
- - Read this at SGinvestors.io -
- With market consensus widely expecting the FED to cut interest rates by 25bps (with a slight chance of an outsized 50bps cuts), we have seen benchmark rates head lower in recent times, with the 10- year yields dipping to 2.6% (yield spreads expanded to 3.9% on the back of a FY25F dividend yield of 6.5%).
- - Read this at SGinvestors.io -
- sustainable growth names with potential acquisition catalysts and selectively, interest within the US office names given still relatively bomb-out valuations at 0.3x P/B, despite them still not paying a dividend (yet).
Our positioning.
- Read more at SGinvestors.io.
Above is the excerpt from report by DBS Group Research.
Clients of DBS may access the full report in PDF @ https://www.dbs.com/insightsdirect/.
Derek TAN DBS Group Research | Dale LAI DBS Research | Geraldine WONG DBS Research | https://www.dbs.com/insightsdirect/ 2024-08-30
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