2020-11-27 OCBC Research Team - Singapore REITs - A Tale Of Two Baskets – Recovery & Resilient OCBC Investment
2020-11-18 Derek TAN | Dale LAI - Singapore Industrial REITs - Back On The Acquisition Path DBS Research
2020-07-22 OCBC Research Team - Keppel DC REIT - Another Quarter, Another Affirmation Of Quality OCBC Investment
2020-07-21 EING Kar Mei [CFA] | LOCK Mun Yee - Keppel DC REIT - Acquisitions Drive Strong Results CGS-CIMB
2020-07-03 Kee Yan YEO [CMT] | Janice CHUA - Singapore Market Focus - Gradual Recovery Ahead DBS Research
2020-03-18 EING Kar Mei [CFA] | LOCK Mun Yee [CFA] - Keppel DC REIT - A Safe Haven; Data Centre REIT Commands A Premium CGS-CIMB
2020-02-25 Singapore Research | Derek TAN - Keppel DC REIT - With Great Power Comes Great Responsibility DBS Research
2020-02-10 Kee Yan YEO [CMT] | Janice CHUA - Singapore Market Focus - When China Catches A Cold, Asia Turns Pale DBS Research
2020-02-04 Derek TAN | Singapore Research Team | Rachel TAN - Singapore REITs - When The World Sneezes… DBS Research
2019-12-12 Derek TAN | Rachel TAN - REITs 2020 Outlook & Strategy - Insatiable Growth Appetite DBS Research
2019-10-16 Derek TAN | Rachel TAN - Keppel DC REIT - Fuel For The Tomorrow’s Digital World DBS Research
2019-09-18 Natalie Ong - Keppel DC REIT - Double Happiness ~ Double-Digit DPU Accretive Acquisition Phillip Securities
2019-09-16 LOCK Mun Yee | EING Kar Mei [CFA] - Keppel DC REIT - SGP4 Comes In With 1-Net Tagging Along CGS-CIMB
2019-07-18 OCBC Research Team - Keppel DC REIT - Demand Still Buoyant; Awaiting Acquisitions OCBC Investment
2019-07-01 OCBC Research Team - Singapore REITs - Healthy Fundamentals But It’s Getting Overcrowded OCBC Investment
2019-04-17 Natalie Ong - Keppel DC REIT - Sowing Seeds Through Proactive Management Phillip Securities
2019-04-16 Wong Teck Ching Andy [CFA] - Keppel DC REIT - Ready To Fire Up On Inorganic Growth OCBC Investment
2019-04-09 Paul Chew - Phillip Singapore Strategy - Stay Invested For The Recovery Phillip Securities
2019-03-12 Wong Teck Ching Andy [CFA] | Deborah Ong | Joseph Ng - Singapore REITs - A Shelter For The Doves & Uncertainties OCBC Investment
2019-01-23 Wong Teck Ching Andy [CFA] - Keppel DC REIT - A “Data-licious” Set Of Results OCBC Investment
2018-12-06 Carmen Lee - 2019 Stock Picks - Value Over Growth; Stable and Sustainable Dividends OCBC Investment
2018-12-03 Andy Wong Teck Ching [CFA] | Deborah Ong | Joseph Ng - Singapore REITs - Roll Out The Defensive Shield For 2019 OCBC Investment
2018-11-20 Richard LEOW [CFA] - Singapore Industrial REITs - Industrialists’ Outlook Clouded By Trade Protectionism Phillip Securities
2018-10-17 Derek TAN | Mervin SONG [CFA] - Keppel DC REIT - Achieving Robust Growth Targets DBS Research
2018-10-17 Andy Wong Teck Ching [CFA] - Keppel DC REIT - Good Growth But Capex Reserves To Impact OCBC Investment
2018-09-04 Andy Wong Teck Ching [CFA] - Singapore REITs - A Defensive Armour Despite Some Chinks OCBC Investment
2018-08-17 Richard LEOW [CFA] - Singapore Industrial REITs - Sub-sector Remains Lacklustre & Recovery Could Be Delayed Phillip Securities
2018-07-31 Wong Teck Ching Andy [CFA] - Singapore REITs - Increase Defensiveness Among Defensives OCBC Investment
2018-07-18 Wong Teck Ching Andy [CFA] - Keppel DC REIT - Prepare For Further Inorganic Growth OCBC Investment
2018-07-18 Richard Leow [CFA] - Keppel DC REIT - Strengthened Balance Sheet To Fuel Inorganic Growth Phillip Securities
2018-06-25 Derek TAN | Carmen TAY | Mervin SONG [CFA] - Keppel DC REIT - Hitting Its Targets DBS Research
2018-05-21 Richard Leow [CFA] - Singapore Industrial REITs - Stabilising Average Occupancy, Average Rent Decline Slowing Phillip Securities
2018-05-08 YEO Zhi Bin | LOCK Mun Yee - Keppel DC REIT - Accretive Deal; Singapore Presence Reinforced CIMB Research
2018-04-17 Derek TAN | Mervin SONG [CFA] - Keppel DC REIT - Acquisitions To Drive Earnings Growth Momentum DBS Research
2018-04-17 Richard Leow [CFA] - Keppel DC REIT - Stable Portfolio To Start The Year Phillip Securities
2018-04-16 YEO Zhi Bin | LOCK Mun Yee - Keppel DC REIT - 1Q18: Occupancy Improves; Maincubes To Contribute From 2Q18F CIMB Research
2018-04-02 YEO Zhi Bin | LOCK Mun Yee - Keppel DC REIT - Completes Acquisition Of Maincubes; We Change Funding Assumptions CIMB Research
2018-03-19 Derek TAN | Mervin SONG [CFA] | Singapore Research Team - Singapore REITs - The Bottom Is Near (Part 3 of 3) DBS Research
2018-02-12 Richard Leow [CFA] - Singapore Industrial REITs - Tailwind Of Tapering New Supply This Year Phillip Securities
2018-01-23 Singapore Research | Derek TAN | Mervin SONG [CFA] - Keppel DC REIT - A Virtuous Cycle DBS Research
2018-01-23 Richard Leow [CFA] - Keppel DC REIT - Lifted By Acquisitions And More To Come Phillip Securities
2018-01-22 YEO Zhi Bin | LOCK Mun Yee - Keppel DC REIT - 4Q17 On Track For S$2bn AUM In 2018 CIMB Research
2017-11-30 Wong Teck Ching Andy [CFA] - Singapore REITs - Improving Fundamentals But Valuations Stretched; Maintain NEUTRAL Heading Into 2018 OCBC Investment
2017-11-24 Richard Leow [CFA] - Singapore Industrial REITs - Occupancy And Rental ~ Still Searching For A Bottom Phillip Securities
2017-11-20 Wong Teck Ching Andy [CFA] - Keppel DC REIT - Reaffirming Our Positive View OCBC Investment
2017-10-17 Singapore Research | Derek TAN - Keppel DC REIT - More Acquisitions In The Pipeline DBS Research
2017-10-17 Wong Teck Ching Andy [CFA] - Keppel DC REIT - 3Q17 Results In-line With Expectations OCBC Investment
2017-10-16 YEO Zhi Bin | LOCK Mun Yee - Keppel DC REIT - 3Q17: A Straightforward Quarter CIMB Research
2017-09-25 YEO Zhi Bin | LOCK Mun Yee - Keppel DC REIT - Market Not Fully Reflecting Latest Acquisition CIMB Research
2017-09-14 Richard Leow [cFTE] - Keppel DC REIT - Acquisition Of Second Data Centre In Dublin Phillip Securities
2017-09-13 Singapore Research | Derek TAN - Keppel DC REIT (KDCREIT SP) - Acquisition Of Dataplex In Dublin DBS Research
2017-08-31 YEO Zhi Bin | LOCK Mun Yee - REIT - Deal Or No Deal > Come What May End-2017 CIMB Research
2017-08-22 Wong Teck Ching Andy [CFA] - Singapore REITs - No Major Surprises; Remain Selective OCBC Investment
2017-08-18 Richard Leow [cFTE] - Singapore Industrial REITs - Buying Opportunities Still Exist, Despite Sector Weakness Phillip Securities
2017-07-18 Singapore Research | Derek TAN - Keppel DC REIT - Earnings Growth Momentum Not Dented By Dip In Basis Bay DBS Research
2017-07-18 Wong Teck Ching Andy [CFA] - Keppel DC REIT - Downsizing At Basis Bay, But Impact Not Significant OCBC Investment
2017-06-05 Wong Teck Ching Andy [CFA] - Singapore REITs - Valuations Not Cheap, Be Selective OCBC Investment
2017-05-29 Andy Wong Teck Ching [CFA] - Keppel DC REIT - Performed Well Since Our ‘laggard Play’ Recommendation OCBC Investment
2017-05-17 Mervin SONG [CFA] | Derek TAN | Rachel TAN - Singapore REITs - Cycling Up ~ Our Stock Calls DBS Research
2017-05-08 Richard Leow [cFTE] - Singapore REITs Industrial Sub-Sector - Business Parks out, Hi-Tech Buildings in. Phillip Securities
2017-04-18 Singapore Research | Derek TAN - Keppel DC REIT (KDCREIT SP) - Acquisition Driven Growth DBS Research
2017-04-18 Richard Leow [cFTE] - Keppel DC REIT - Acquisition-driven Growth, Core Results In Line Phillip Securities
2017-03-23 Andy Wong Teck Ching [CFA] - Singapore REITs - Time to be selective, downgrade to NEUTRAL OCBC Investment
2017-03-17 Derek TAN | Mervin SONG [CFA] | Rachel TAN - Singapore Property and REITs - Catalysts abound DBS Research
2017-03-06 Andy Wong Teck Ching [CFA] - Singapore REITs - Challenging Quarter, But Bright Spots Exist OCBC Investment
2017-02-20 Richard Leow [cFTE] - Singapore REITs Industrial sub-sector - Possibility of rents bottoming this year Phillip Securities
2017-02-06 Dehong Tan - Singapore REITs - Fed normalisation of interest rates in 2017/2018 to end 7 year outperformance of S-REITs Phillip Securities
2017-01-25 Richard Leow [cFTE] - Keppel DC REIT - Visible and stable income from a unique asset class Phillip Securities
2017-01-24 Derek TAN | Mervin SONG [CFA] | Singapore Research Team - Keppel DC REIT - The world’s my playground, acquisitions to come! DBS Research
2017-01-24 Andy Wong Teck Ching [CFA] - Keppel DC REIT - Reiterate BUY with higher FV OCBC Investment
2017-01-06 Derek TAN | Mervin SONG [CFA] | Rachel TAN - Singapore Developers & REITs - Rocky Road, Take me home DBS Research
2017-01-04 Derek Tan | Mervin Song [CFA] | Singapore Research Team - Keppel DC REIT - Destiny in its own hands DBS Research
2016-12-07 Andy Wong Teck Ching [CFA] - Singapore REITs - Fortune Favours The Brave (Part C) Recommendations OCBC Investment
2016-11-29 Derek Tan | Mervin Song [CFA] | Singapore Research Team - Keppel DC REIT - Destiny in its own hands DBS Research
2016-11-28 Carmen Lee - Stock Picks 2017 - A diversified portfolio with core earnings and decent sustainable dividends (Part 2) OCBC Investment
2016-11-03 YEO Zhi Bin | LOCK Mun Yee - Property Devt & Invt - Amazon and the expansion of New Economy firms CIMB Research
2016-11-03 YEO Zhi Bin | LOCK Mun Yee - REIT - 3Q16 Results Wrap-up ~ Slow Slide To Bottom CIMB Research
2016-10-18 YEO Zhi Bin | LOCK Mun Yee - Keppel DC REIT - Acquisition momentum to mask near-term supply bump CIMB Research
2016-10-18 Wong Teck Ching Andy [CFA] - Keppel DC REIT - Proposed acquisition and preferential offering exercise OCBC Investment
2016-10-18 Dehong Tan - Keppel DC REIT - Preferential Offering to fund acquisition of Keppel DC Singapore 3 Phillip Securities
2016-10-14 Dehong Tan - Singapore REITs - Still awaiting the elusive 2016 rate hike Phillip Securities
2016-10-12 Richard Leow [CFTe] - Keppel DC REIT - Strengthening its presence in Europe Phillip Securities
2016-09-07 Wong Teck Ching Andy [CFA] - Singapore REITs - Share prices gained momentum following jobs data miss OCBC Investment
2016-08-23 Wong Teck Ching Andy [CFA] - Singapore REITs - Staying Positive On S-REITs OCBC Investment
2016-08-18 Wong Teck Ching Andy [CFA] - Singapore REITs - FOMC Jul minutes suggest accommodative interest rates ahead OCBC Investment
2016-08-15 Wong Teck Ching Andy [CFA] - Keppel DC REIT - Favourable Acquisition In Milan OCBC Investment
2016-08-12 Richard Leow [CFTe] - SREIT Industrial sub-sector - Brace for a wave of negative rental reversions Phillip Securities
2016-08-12 Wong Teck Ching Andy [CFA] - Keppel DC REIT - Acquisition of data centre in Milan OCBC Investment
2016-08-03 YEO Zhi Bin | LOCK Mun Yee - Keppel DC REIT - Healthy demand to mop up supply CIMB Research
2016-06-30 Wong Teck Ching Andy [CFA] - Singapore REITs - Tailwinds ahead for defensive yield stocks OCBC Investment
2016-06-21 Singapore Research Team - Singapore Market - STAYING CAUTIOUS AHEAD OF THE BREXIT VOTE OCBC Investment
2016-05-19 Wong Teck Ching Andy [CFA] - Singapore REITs - In-line Quarter, But Challenges Remain OCBC Investment
2016-04-14 Wong Teck Ching Andy [CFA] - Keppel DC REIT - Hiccup at Citadel 100, But Results Met Expectations OCBC Investment
2016-02-12 Richard Leow [CFTe] - Singapore Industrial REITs - JTC data for 4Q15 & portfolio status Phillip Securities
2016-01-22 LOCK Mun Yee | Yeo Zhi Bin - Property Development & Inventory - Poised for outperformance CIMB Research
2016-01-18 Wong Teck Ching Andy [CFA] - Keppel DC REIT - Some supply concerns, but prospects still bright OCBC Investment
2016-01-15 Wong Teck Ching Andy [CFA] - Keppel DC REIT - 4Q15 results within our expectations OCBC Investment
2016-01-12 Derek Tan | Mervin Song [CFA] - Keppel DC REIT - Potential supply pressures in Singapore DBS Research
2016-01-08 Richard Leow - Keppel DC REIT - Exposure to growth in data requirements Phillip Securities
2015-12-11 Wong Teck Ching Andy - Keppel DC REIT - Proxy to data centre growth prospects OCBC Investment
2015-12-11 Wong Teck Ching Andy - Singapore REITs - Cherry picking is key amid challenging conditions OCBC Investment
2015-11-02 Ben Santoso - Internet of Things & Smart Cities - Think it, Get it: Services to Eclipse DBS Research
2015-10-29 Wong Teck Ching Andy - Keppel DC REIT - Proposed maiden acquisition in Germany OCBC Investment
2015-10-16 Rachael TAN | Derek Tan - Keppel DC REIT - Data Center REIT with Big Ambitions DBS Research
2015-08-26 Wong Teck Ching Andy - OCBC Investment 2015-08-26: Singapore REITs - Singapore REITs - Muted outlook. OCBC Investment
2015-07-21 Eli LEE - OCBC Investment Research 2015-07-21: Property Sector - Property Sector - Cautious on S-REITs; Reallocate To High-End and Growth Themes. OCBC Investment Research
2015-07-16 - DBS Group Research 2015-07-16: Keppel DC REIT - Keppel DC REIT - Acquisitions are key. Maintain BUY. DBS Group Research