- With interest rate cuts around the corner and economic growth remaining robust, we think it is time to position more aggressively in the REITs sector.
Stay invested; start looking for yields.
- Beyond REITs, investors should also look for high yields in companies (including banks) offering earnings/dividend sustainability or growth. Singapore banks have delivered year-to-date strong share price returns and we now view them more as yield rather than growth stocks.
- - Read this at SGinvestors.io -
1H24 results – a mixed bag.
- Within our coverage universe, better-than-expected results came from the financial sector, where DBS (SGX:D05), OCBC (SGX:O39) and SGX (SGX:S68) reported earnings that were higher than our estimates.
- - Read this at SGinvestors.io -
- Reported earnings for some consumer, plantation, and real estate companies as well as DPU for most REITs came in below our expectations.
Turning positive on Singapore’s manufacturing landscape
- Read more at SGinvestors.io.
