Update on the S-REIT Re-Allocation Trade
The S-REIT Re-Allocation Basket is +5.3%(TR) from close after I wrote (25 July) to yesterday. Not enough excess value has traded. Should it run?...
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ASEAN Builder's Scoop (8Aug22) - LREIT Rising Cost of Debt
SMPH reopening play buoyed 2Q22 earnings; ALI lowers capex and launches; MREIT to acquire PHP20bn office in FY22E. SPLG SP 1H22 adjusted net profit...
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REIT Watch - SGTI 2022 shows more S-Reits reporting non-financial metrics
REIT Watch - SGTI 2022 shows more S-Reits reporting non-financial metrics S-Reits and business trusts see an improvement in their Singapore...
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Large Potential S-REIT Flows in the Next Two Weeks
There may be a large inflow into S-REITs next week. It could range from 7-25 days of ADV or more for a large number of higher-yielding REITs and...
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REIT Watch - S-Reits which took part in the 2021 GRESB real estate assessment
Eighteen S-Reits out of over 1,500 property companies, Reits, funds and developers participated in the 2021Â GRESB Real Estate...
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