CGS-CIMB Research analysts Eing Kar Mei and Lock Mun Yee have kept “overweight” on the REIT sector, as a proposed merger between ESR-REIT and ARA LOGOS Logistics Trust (ALOG) was announced on Oct 15. The proposed merger will see all the units in ALOG acquired with 9.5 cents in cash per unit and ...

A number of Singapore real estate companies have been recognised for their sustainability efforts in the 2021 Global Real Estate Sustainability Benchmark (GRESB) rankings. The GRESB assesses and benchmarks the ESG performance of global assets and monitors their progress towards global sustainability...

UOB Kay Hian has kept “buy” on ARA LOGOS Logistics Trust’s target price to $1.07 from $1.02 previously, as it sees organic growth for the REIT. In a report on Oct 8, analyst Jonathan Koh says the REIT is riding on two engines of growth. The REIT is currently benefitting from strong leasing enq...

Investors should accumulate reopening plays during this month of heightened uncertainty and volatility, as Covid-19 cases are expected to peak in October and stabilise thereafter, says UOB Kay Hian Research analyst Jonathan Koh. In an Oct 1 note, Koh is maintaining “overweight” on S-REITs, with ...

On the back of new Covid-19 measures that will be effective from Sept 27 to Oct 24, DBS Group Research analysts Derek Tan, Rachel Tan, Dale Lai and Geraldine Wong are advising investors to “seek shelter in structural growth names”. These include industrial S-REITs such as Mapletree Logistics Tru...

Industrial Singapore REITs (S-REITs) are now the plays for the “new economy”, write DBS Group Research analysts Dale Lai and Derek Tan in a sector report on Sept 23. “Investors have often baulked at the industrial S-REITs’ tight yields of [around] 5.7% (4.5% for large caps) but we believe th...

The current share price levels for the Singapore REIT (S-REIT) sector presents an “opportunity” for investors to re-enter, say DBS Group Research analysts Derek Tan, Rachel Tan, Dale Lai and Geraldine Wong on Aug 30. On the back of the US Federal Reserve chairman Jeremy Powell’s broad messagin...

Analysts from PhillipCapital and UOB Kay Hian are remaining positive on the Singapore REITs (S-REITs) sector as the economic recovery gathers pace. PhillipCapital analyst Natalie Ong is keeping her “overweight” call on the Singapore REITs (S-REITs) sector as its recovery is still ongoing. The FT...

Analysts at Maybank Kim Eng, OCBC Investment Research and UOB Kay Hian are positive on the Singapore REITs (S-REITs) under their coverage. While OCBC analyst Chu Peng has not given an overall recommendation for the sector, Maybank Kim Eng analyst Chua Su Tye has maintained “positive” on S-REITs....

Analysts from CGS-CIMB Research and OCBC Investment Research have maintained “add” on Frasers Logistics & Commercial Trust (FLCT) after the REIT posted its updates for the 3QFY2021 on Aug 4. CGS-CIMB analysts Lock Mun Yee and Eing Kar Mei have upped their target price to $1.62 from $1.57 ami...