- Centurion remains a key stock for investors in turbulent times, in our view. It has earnings growth, backed by a strong outlook for the Singapore construction sector and underpinned by policy changes to lower the density within PBWA assets.
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A safe harbour.
- We believe that Centurion (SGX:OU8)'s business model, with its exposure to both Purpose-Built Workers’ Accommodation (PBWA) and Purpose-Built Students’ Accommodation (PBSA), will insulate the company’s revenues and profitability from exogenous shocks brought on by US President Trump’s tariffs.
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Mega construction projects underpin demand for Centurion’s PBWA assets.
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