Blood in the Water: S-REIT Distress Unlocks Generational M&A Trades
We think Manulife US REIT and Keppel Pacific Oak US REIT are potential M&A targets in S-REIT sector due to high distress, potential turnaround, and...
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Primer: Manulife US REIT (MUST SP) - Aug 2026
Manulife US REIT is at a critical juncture, executing a Master Restructuring Agreement (MRA) to address high leverage and the structural...
101 Views
Singapore Market Roundup (23-Sep-2026): Loh of OCBC prefers MoneyMax for pawnbroking.
Loh of OCBC prefers pawnbroking, naming MoneyMax as the top pick. uSmart rates Azeus Systems 'hold' with a $9.45 target; Jefferies targets DBS at $91.
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Singapore Market Roundup (06-Aug-2026): Solid beat, raised guidance, but 3x book discounts: JP
JP Morgan notes solid beat but 3x book discounts. RHB raises Lum Chang Creations' target to 59 cents. DBS maintains 'buy' on Jardine C&C with...
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Singapore Reits Sector: Return ON Capital or Return OF Capital?
Investors view REITs as high-yield instruments. However, they may be just receiving (only partially, in some cases) the very capital they put in,...
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