Singapore Office REITs: Interest Rate Easing Cycle Provides Earnings and DPU Upside
The interest rate cycle in Singapore typically correlates with the Fed. According to June’s FOMC Summary of Economic Projections, based on median...
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Singapore Market Roundup (28-Jan-2025): Suntec REIT's FY2024 uncertain, lower estimates for FY2025-FY2026.
Analysts divided on Suntec REIT's FY2024 but lower estimates for FY2025-FY2026 with predictions for DBS at $49, UOB at $42, OCBC at $19, OUE REIT...
343 Views
The Week That Was in ASEAN@Smartkarma - ACE to AZKO, Vinfast Going Direct, and The Keepers
The past week saw insights on Aspirasi Hidup Indonesia (ACES IJ), Vinfast (VFS US), Suntec REIT (SUN SP), Ginebra San Miguel (GSMI PM), and The...
500 Views
Singapore Market Roundup (13-Dec-2024): CGSI Covers Pacific Radiance & Marco Polo Marine
CGSI initiates coverage on Pacific Radiance and Marco Polo Marine as beneficiaries of O&M, add calls; Bumitama Agri, Oiltek, ST Engineering, SGX,...
737 Views
Expecting Downside Ahead; Stick With Defensives; Downgrading Taiwan to Market Weight; Risk-Off Signs
Expecting Downside Ahead $ACWI $SPX; Stick With Defensive Sectors; Downgrading Taiwan $EWT $TSM to Market Weight; Global Discretionary vs. Staples...
594 Views