Mapletree REITs - DBS Research 2024-08-30: More Than Meets The Eye

• 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.

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• 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%).
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• 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.

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Above is an excerpt from a report by DBS Group Research.
Clients of DBS may access the full PDF report @ https://www.dbs.com/insightsdirect/.

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

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S-REIT Share Price Performance
S-REIT Target Prices & Ratings