Invest, Trade and Save in Singapore, Syfe

Syfe

Invest, Trade and Save in Singapore

Syfe is an investment platform offering Managed Portfolios, Brokerage services, and Cash Management solutions to help people build wealth for a better future.

Thematic (Sector/Industry)

<ul>
<li>Singapore’s Hospitality REITs’ (S-REITs) demand prospects are largely hinged on tourist arrivals, which have been on a steady revival towards pre-pandemic levels. With hotel room supply growth moderating in the near term, occupancy has been on the rise.</li>
<li>Higher occupancy has helped moderate the impact of softer average daily rates (ADR) and helped the sector move beyond the pandemic period stress. Changi T5 and cruise/port upgrades will raise inbound capacity long-term—a positive for room demand once fully operational.</li>
<li>Singapore’s MICE pipeline (new arena, MICE hub studies) supports durable demand for premium rooms. For instance, big concerts, the F1, World Aquatics, and trade shows have helped materially lift RevPAR. However, this results in demand being lumpy over the period, resulting in peaks. </li>
</ul>


Singapore’s Hospitality REITs’ (S-REITs) demand prospects are largely hinged on tourist arrivals, which have been on a steady revival towards pre-pandemic levels. With hotel room supply growth moderating in the near term, occupancy has been on the rise.
Higher occupancy has helped moderate the impact of softer average daily rates (ADR) and helped the sector move beyond the pandemic period stress. Changi T5 and cruise/port upgrades will raise inbound capacity long-term—a positive for room demand once fully operational.
Singapore’s MICE pipeline (new arena, MICE hub studies) supports durable demand for premium rooms. For instance, big concerts, the F1, World Aquatics, and trade shows have helped materially lift RevPAR. However, this results in demand being lumpy over the period, resulting in peaks. 


Singapore’s Hospitality REITs: Sector Outlook Is Positive, With Travel Source Market Recovery

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

Equity Bottom-Up

<ul><li>Institutional investors recorded a net outflow of S$336 million across Singapore-listed stocks from 31 August to 25 September.</li><li>Yangzijiang Shipbuilding saw the largest reversal with S$73.78 million net buying from 14–25 September after prior net selling.</li><li>UI Boustead REIT and CapitaLand Ascott Trust reversed outflows with recent net buying of S$17.23 million and S$6.70 million, respectively.</li></ul>

Institutional investors recorded a net outflow of S$336 million across Singapore-listed stocks from 31 August to 25 September.Yangzijiang Shipbuilding saw the largest reversal with S$73.78 million net buying from 14–25 September after prior net selling.UI Boustead REIT and CapitaLand Ascott Trust reversed outflows with recent net buying of S$17.23 million and S$6.70 million, respectively.

Net Institutional Inflow Reversals into Late September

Managing Director, Golden Section Capital

Garreth Elston

Managing Director

Golden Section Equity Research

Golden Section Capital

Golden Section Capital is a private international investment, specialist independent equity research, and corporate finance consulting services provider focussing on real estate and infrastructure. 

Paid for corporate research on Real Estate and Infrastructure companies. Plus independent pieces on various real estate companies and themes.

<ul>
<li>Of the 30 companies that constitute the Straits Times Index (STI), Real Estate Investment Trusts (REITs) have long been a cornerstone.</li>
<li>For investors seeking growth and diversification beyond the blue-chip giants, the iEdge Singapore Next 50 indices present a compelling hunting ground beyond the 30 largest companies on the SGX. </li>
<li>These indices track the next 50 largest stocks after the top 30 SGX stocks ranked by market capitalization, and are home to a dynamic cohort of REITs.</li>
</ul>


Of the 30 companies that constitute the Straits Times Index (STI), Real Estate Investment Trusts (REITs) have long been a cornerstone.
For investors seeking growth and diversification beyond the blue-chip giants, the iEdge Singapore Next 50 indices present a compelling hunting ground beyond the 30 largest companies on the SGX. 
These indices track the next 50 largest stocks after the top 30 SGX stocks ranked by market capitalization, and are home to a dynamic cohort of REITs.


REITs Beyond the STI: A Review of the REIT Components of the iEdge Singapore Next 50 Indices

Dealing, Product Financing and Custody Services, Tickrs

Tickrs

Dealing, Product Financing and Custody Services

Tickrs Financial Singapore Pte Ltd (TFS) obtained Capital Markets Services (CMS) License from the Monetary Authority of Singapore (MAS) in 2022. Product offering include stock trading services across 10 global markets, futures trading, fixed income and wealth management products offering.

<ul><li>This publication highlights 10 Singapore-listed REITs we believe are best positioned for mid- to long- term investors.</li><li>The portfolio balances stability with growth: defensive anchors in healthcare and core commercial REITs, complemented by data-centre, logistics, and hospitality names benefiting from secular digitalisation and tourism trends.</li><li>We forecast ~6% forward yield across the basket, plus mid- single-digit DPU growth as the interest-rate cycle stabilises.</li></ul>

This publication highlights 10 Singapore-listed REITs we believe are best positioned for mid- to long- term investors.The portfolio balances stability with growth: defensive anchors in healthcare and core commercial REITs, complemented by data-centre, logistics, and hospitality names benefiting from secular digitalisation and tourism trends.We forecast ~6% forward yield across the basket, plus mid- single-digit DPU growth as the interest-rate cycle stabilises.

Singapore REITS : TOP 10 S-REITS for Mid & Long-Term Investment

<ul><li>Over five sessions to September 10, 60 director interests and substantial shareholdings were filed for over 30 primary-listed stocks, including 14 acquisitions and three disposals by directors or CEOs.</li><li>Ho Bee Holdings acquired 210,600 shares in Ho Bee Land for S$428,276, increasing Chua Thian Poh’s deemed interest to 76.10%.</li><li>Skylink Holdings CEO Shen Wende acquired 140,000 shares for S$27,946, raising his total interest to 62.89%.</li></ul>

Over five sessions to September 10, 60 director interests and substantial shareholdings were filed for over 30 primary-listed stocks, including 14 acquisitions and three disposals by directors or CEOs.Ho Bee Holdings acquired 210,600 shares in Ho Bee Land for S$428,276, increasing Chua Thian Poh’s deemed interest to 76.10%.Skylink Holdings CEO Shen Wende acquired 140,000 shares for S$27,946, raising his total interest to 62.89%.

Insider Buying Broadens While Buybacks Are Led by Keppel and UOB

Singapore

Ascendas Hospitality Trust was a hospitality trust that invested directly or indirectly in a diversified portfolio of income-producing real estate used predominantly for hospitality purposes. Its portfolio comprised 14 hotels with over 4,000 rooms across seven key cities in the Asia Pacific region, including Sydney, Melbourne, Brisbane, Seoul, Tokyo, Osaka, and Singapore. The company was constituted on March 13, 2012, and headquartered in Singapore.

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Ascendas Hospitality Trust (ASCHT SP)

Singapore’s Hospitality REITs: Sector Outlook Is Positive, With Travel Source Market Recovery

Singapore’s Hospitality REITs’ (S-REITs) demand prospects are largely hinged on tourist arrivals, which have been on a steady revival towards...

Syfe

Net Institutional Inflow Reversals into Late September

Institutional investors recorded a net outflow of S$336 million across Singapore-listed stocks from 31 August to 25 September. Yangzijiang...

Singapore Exchange Ltd (SGX)

REITs Beyond the STI: A Review of the REIT Components of the iEdge Singapore Next 50 Indices

Large capitalization S-REITs are a cornerstone of the STI, but investors can find growth and diversification in the REITs of the iEdge Singapore...

Golden Section Capital

Singapore REITS : TOP 10 S-REITS for Mid & Long-Term Investment

202112304K 137 Market Street #12-01 Singapore 048943 E-mail: [email protected] Tel: +65 6011 1700 TOP 10 S-REITS for Mid & Long-Term...

Tickrs

Insider Buying Broadens While Buybacks Are Led by Keppel and UOB

Over five sessions to September 10, 60 director interests and substantial shareholdings were filed for over 30 primary-listed stocks, including 14...

Singapore Exchange Ltd (SGX)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Singapore’s Hospitality REITs: Sector Outlook Is Positive, With Travel Source Market Recovery

Singapore’s Hospitality REITs’ (S-REITs) demand prospects are largely hinged on tourist arrivals, which have been on a steady revival towards...

Syfe

Net Institutional Inflow Reversals into Late September

Institutional investors recorded a net outflow of S$336 million across Singapore-listed stocks from 31 August to 25 September. Yangzijiang...

Singapore Exchange Ltd (SGX)

REITs Beyond the STI: A Review of the REIT Components of the iEdge Singapore Next 50 Indices

​Large capitalization S-REITs are a cornerstone of the STI, but investors can find growth and diversification in the REITs of the iEdge Singapore...

Golden Section Capital

Singapore REITS : TOP 10 S-REITS for Mid & Long-Term Investment

202112304K 137 Market Street #12-01 Singapore 048943 E-mail: [email protected] Tel: +65 6011 1700 TOP 10 S-REITS for Mid & Long-Term...

Tickrs

Insider Buying Broadens While Buybacks Are Led by Keppel and UOB

Over five sessions to September 10, 60 director interests and substantial shareholdings were filed for over 30 primary-listed stocks, including 14...

Singapore Exchange Ltd (SGX)

Large capitalization S-REITs are a cornerstone of the STI, but investors can find growth and diversification in the REITs of the iEdge Singapore...