- Many blue-chip S-REITs share prices are trading at attractive yields of 6-7% after the recent correction. Maintain OVERWEIGHT on S-REITs.
- Top S-REIT picks are:
- - Read this at SGinvestors.io -
- Frasers Centrepoint Trust (Target price: S$2.79),
- Lendlease REIT (Target price: S$0.77) and
- Mapletree Industrial Trust (Target price: S$3.05).
Majority met expectations for 3Q24.
- - Read this at SGinvestors.io -
- Keppel DC REIT (SGX:AJBU) (positive reversion of >40% for a major colocation contract in Singapore) and
- Far East Hospitality Trust (SGX:Q5T) (benefitting from a surge in Chinese tourists).
Data centre REITs: Positive surprise from hefty positive rental reversion.
- Read more at SGinvestors.io.
