External broker reports(aggregated public sources), KGI Securities Singapore

KGI Securities

External broker reports(aggregated public sources)

KGI Securities Singapore

We are a pioneer Securities & Derivatives, Trading and Clearing Member of Singapore Exchange as well as a pioneer member of ICE Futures Singapore & ICE Clear Singapore. We offer our valued clients round the clock (24 hour) single-touch point for multi-asset clients and 24 hour high-touch desk for global products. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

United Hampshire US REIT / Equity Bottom-Up

<ul><li>Favourable interest rate environment. The Federal Reserve cut interest rates by 25bps in December 2024, bringing the target range to 4.25% to 4.50%.</li><li>Lower borrowing costs are expected to enhance United Hampshire US REIT’s financial flexibility and support growth.</li><li>Projections for the Fed funds rate indicate a range of 3.50% to 3.75% by the end of 2025 and 3.25% to 3.50% by the end of 2026.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Favourable interest rate environment. The Federal Reserve cut interest rates by 25bps in December 2024, bringing the target range to 4.25% to 4.50%.Lower borrowing costs are expected to enhance United Hampshire US REIT’s financial flexibility and support growth.Projections for the Fed funds rate indicate a range of 3.50% to 3.75% by the end of 2025 and 3.25% to 3.50% by the end of 2026.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

United Hampshire US REIT (UHU SP/ODBU.SI) - Capitalising on Declining Interest Rates.

<ul><li>Optimism surrounding US Federal Interest rate cuts in 2H24. Following recent inflationary data in June , the market anticipates a potential 25 basis points rate cut in September 2024.</li><li>These expected rate reductions are poised to benefit United Hampshire US REIT by lowering borrowing costs, enhancing financial flexibility , and potentially attracting higher investor interest.</li><li>This favourable interest rate environment aligns with the REIT's growth strategy, positioning it for increased profitability and value creation in the upcoming quarters.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Optimism surrounding US Federal Interest rate cuts in 2H24. Following recent inflationary data in June , the market anticipates a potential 25 basis points rate cut in September 2024.These expected rate reductions are poised to benefit United Hampshire US REIT by lowering borrowing costs, enhancing financial flexibility , and potentially attracting higher investor interest.This favourable interest rate environment aligns with the REIT's growth strategy, positioning it for increased profitability and value creation in the upcoming quarters.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

United Hampshire US REIT - Tailwinds from the Potential Soft-Landing of US Economy

External broker reports(aggregated public sources), UOB Kay Hian

UOB Kay Hian

Backed by the UOB Group, UOB Kay Hian is one of Asia’s largest brokerage firms. Headquartered in Singapore, we are supported by more than 80 branches worldwide including a growing network of offices across Southeast Asia, Greater China, the United Kingdom and North America. Our global footprint and strong international presence have enabled us to feel the pulse of key financial markets and deliver incisive intelligence across industry sectors and asset classes. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Retail real estate in the US demonstrated resiliency with 10 consecutive quarters of positive net absorption.</li><li>According to CBRE, strip centres are leading the recovery with rent growth of 2.7% y-o-y in 1Q23.</li><li>United Hampshire US REIT’s strip centres cater to necessity spending and have long WALE of 7.4 years. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Retail real estate in the US demonstrated resiliency with 10 consecutive quarters of positive net absorption.According to CBRE, strip centres are leading the recovery with rent growth of 2.7% y-o-y in 1Q23.United Hampshire US REIT’s strip centres cater to necessity spending and have long WALE of 7.4 years. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

United Hampshire US REIT 1Q23 - Strip Centres At The Forefront Of A Retail Recovery

Research from SooChow CSSD Capital Markets (Asia), SCCM Asia Research

SCCM Asia Research

Research from SooChow CSSD Capital Markets (Asia)

Headquartered in Singapore, SooChow CSSD Capital Markets (Asia) is an investment bank focusing on emerging growth companies across Asia, providing a full suite of investment banking services, including corporate finance, mergers and acquisitions advisory, equity capital markets, institutional equities sales and trading and equities research.

SooChow CSSD Capital Markets (Asia)

Thematic (Sector/Industry)

<ul><li><a href="https://www.smartkarma.com/entities/aims-amp-capital-industrial" target="_blank" data-smartkarma-citation="entities:933" rel="noopener">AIMS APAC REIT (AAREIT SP)</a> partners with SP Group to install large-scale rooftop solar system across SG properties</li><li><a href="https://www.smartkarma.com/entities/united-hampshire-us-reit" target="_blank" data-smartkarma-citation="entities:28874" rel="noopener">United Hampshire US REIT (UHU SP)</a> set to be included in three indices effective 26Sep22</li><li>New private home sales dropped 48% MoM in Aug22; But take-up rate further rebounded to ~326%   </li></ul>

AIMS APAC REIT (AAREIT SP) partners with SP Group to install large-scale rooftop solar system across SG propertiesUnited Hampshire US REIT (UHU SP) set to be included in three indices effective 26Sep22New private home sales dropped 48% MoM in Aug22; But take-up rate further rebounded to ~326%   

ASEAN Builder's Scoop (16Sep22) - AAREIT Partners SP Group in ESG Move

<ul><li><a href="https://www.smartkarma.com/entities/frasers-property-ltd" target="_blank" data-smartkarma-citation="entities:1670" rel="noopener">Frasers Property Ltd (FPL SP)</a> establishes Frasers Property Capital to focus on finding capital partners for investments</li><li><a href="https://www.smartkarma.com/entities/united-hampshire-us-reit" target="_blank" data-smartkarma-citation="entities:28874" rel="noopener">United Hampshire US REIT (UHU SP)</a> is confident in refinancing its short-term debt maturing in FY23</li><li>Relocation of Paya Lebar Air Base could increase housing supply with more en-bloc sales and SERS</li></ul>

Frasers Property Ltd (FPL SP) establishes Frasers Property Capital to focus on finding capital partners for investmentsUnited Hampshire US REIT (UHU SP) is confident in refinancing its short-term debt maturing in FY23Relocation of Paya Lebar Air Base could increase housing supply with more en-bloc sales and SERS

ASEAN Builder's Scoop (23Aug22) - FPL Establishes FP Capital to Find Capital Partners

Singapore

United Hampshire US REIT operates as a real estate investment trust. The Company owns and operates shopping, storage, grocery, and necessity-based retail properties.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

United Hampshire US REIT (UHU SP)