Boustead Singapore: Potential Re-rating Catalysts On The Horizon

Boustead Singapore - OCBC Investment Research 2025-06-25: Potential Re-rating Catalysts On The Horizon

Boustead Singapore: Potential Re-rating Catalysts On The Horizon

SGinvestors.io

Published: 2025-07-01 04:48 AM

Boustead (SGX:F9D) is a quality business and we think there is a possibility of re-rating in the near term.
Boustead’s healthy balance sheet and strong net cash position also lend potential for the company to deploy cash through further investments and inorganic acquisitions to unlock value for shareholders.

20% price gain since our last update.

- Read this at SGinvestors.io -
an exceptional gain of S$29m from the transfer of Boustead’s fund and property management businesses to Unified Industrial (UIB); as well as

recent corporate actions taken to unlock value for shareholders, such as the aforementioned transfer and the Boustead's announcements that it is undertaking strategic reviews relating to its stake in its logistics and industrial real estate assets in Singapore, including a potential injection of these assets into an S-REIT.

Potential beneficiary of efforts to revitalise the Singapore equity market.

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Above is an excerpt from a report by OCBC Investment Research.
Clients of OCBC Securities may be the first to access the full PDF report @ https://www.iocbc.com/.

SGinvestors.io

Ada Lim OCBC Investment Research | https://www.iocbc.com/ 2025-06-25

Previous report by OCBC:
2025-05-29 Boustead Singapore - Resilience In The Face Of Adversity.

Price targets by other brokers at Boustead Target Prices.

Listing of research reports at Boustead Analyst Reports.

Relevant links:
Boustead Share Price History,
Boustead Announcements,
Boustead Dividend Payout Dates & Corporate Actions,
Boustead News