Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

Thematic (Sector/Industry)

<ul><li>DBS's Foo raises GuocoLand target price to $3.40 after strong FY2026 earnings.</li><li>UOBKH sees CDL, YZJ, and MPACT as STI laggards to watch for recovery.</li><li>Citi suggests UOL may sell assets to finance Marina Square redevelopment.</li></ul>

DBS's Foo raises GuocoLand target price to $3.40 after strong FY2026 earnings.UOBKH sees CDL, YZJ, and MPACT as STI laggards to watch for recovery.Citi suggests UOL may sell assets to finance Marina Square redevelopment.

Singapore Market Roundup (02-Sep-2026): DBS's Foo boosts GuocoLand target price to $3.40

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

<ul><li>Singapore's GIC has provided financing for Investa's acquisition of a Sydney tower valued at $318 million.</li><li>Singapore's CDL reported a significant profit increase, tripling to $236 million in the first half due to completed projects.</li><li>CapitaLand Investment identified potential asset sales worth up to $7 billion, with a 14% rise in H1 profit.</li></ul>

Singapore's GIC has provided financing for Investa's acquisition of a Sydney tower valued at $318 million.Singapore's CDL reported a significant profit increase, tripling to $236 million in the first half due to completed projects.CapitaLand Investment identified potential asset sales worth up to $7 billion, with a 14% rise in H1 profit.

Asia Real Estate Tracker (14-Aug-2026): GIC funds $318M purchase of Sydney tower by Investa.

Listed Real Estate Asia, KT Capital Group

Jacob Cheng

Listed Real Estate Asia

KT Capital Group

Principal investments and advisory firm that focuses on connecting the CIS countries with East Asia.

Principal investments and advisory firm

Equity Bottom-Up

<ul>
<li>Macro Relief: The sharp decline in Singapore’s 3M SORA lowers financing costs and supports asset valuation through expected cap rate compression across the group's diverse property portfolio.</li>
<li>Execution Premium: UOL has demonstrated best-in-class performance in the recovering residential segment, highlighted by rapid sales take-up in high-margin, prime-location projects, providing robust earnings visibility.</li>
<li>Financial Fortress: UOL operates with a conservative net gearing ratio that is unparalleled among major listed peers, providing the strategic capacity required for opportunistic land banking.</li>
</ul>


Macro Relief: The sharp decline in Singapore’s 3M SORA lowers financing costs and supports asset valuation through expected cap rate compression across the group's diverse property portfolio.
Execution Premium: UOL has demonstrated best-in-class performance in the recovering residential segment, highlighted by rapid sales take-up in high-margin, prime-location projects, providing robust earnings visibility.
Financial Fortress: UOL operates with a conservative net gearing ratio that is unparalleled among major listed peers, providing the strategic capacity required for opportunistic land banking.


LONG UOL – The Rerating Imperative in Singapore Real Estate

<ul><li>Bain Capital has raised $10.5 billion for its sixth Asia-Pacific fund, focusing on data centers.</li><li>Justin Gabbani from Lendlease Fund Management is leaving amid executive changes in the company.</li><li>DayOne has announced a $5 billion dual listing in Singapore and New York, impacting the APAC market.</li></ul>

Bain Capital has raised $10.5 billion for its sixth Asia-Pacific fund, focusing on data centers.Justin Gabbani from Lendlease Fund Management is leaving amid executive changes in the company.DayOne has announced a $5 billion dual listing in Singapore and New York, impacting the APAC market.

Asia Real Estate Tracker (19-May-2026): Bain Capital raises $10.5B for sixth APAC fund.

<ul>
<li>DayOne plans a $5 billion dual listing in Singapore and New York amid APAC real estate growth.</li>
<li>Bagmane REIT in India has risen 3.7% after a successful $360 million IPO, indicating market strength.</li>
<li>Singapore's home sales have reached a six-month high, driven by strong demand for suburban properties.</li>
</ul>


DayOne plans a $5 billion dual listing in Singapore and New York amid APAC real estate growth.
Bagmane REIT in India has risen 3.7% after a successful $360 million IPO, indicating market strength.
Singapore's home sales have reached a six-month high, driven by strong demand for suburban properties.


Asia Real Estate Tracker (18-May-2026): DayOne plans $5B dual listing in Singapore, NY.

Singapore

UOL Group is a leading Singapore-listed property and hospitality company with a diversified portfolio of development and investment properties, hotels, and serviced suites. The company develops residential units, commercial offices, shopping malls, and operates hotels under brands like Pan Pacific and PARKROYAL. UOL Group Limited was founded in 1963 and is headquartered in Singapore.

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

UOL Group (UOL SP)

Singapore Market Roundup (02-Sep-2026): DBS's Foo boosts GuocoLand target price to $3.40

DBS raises GuocoLand's target price to $3.40 post-FY2026 earnings. UOBKH identifies CDL, YZJ, and MPACT as STI laggards. Citi hints UOL may sell...

Singapore Market Roundup

Asia Real Estate Tracker (14-Aug-2026): GIC funds $318M purchase of Sydney tower by Investa.

Singapore's GIC funded Investa's $318M Sydney tower purchase, while CDL's profits tripled to $236M, CapitaLand identified $7B in asset sales, and...

Asia Real Estate Tracker

LONG UOL – The Rerating Imperative in Singapore Real Estate

We think Singapore real estate is beginning a new bull cycle, on the back of steep decline in 3M SORA. We like UOL due to its exposure in...

Jacob Cheng

Asia Real Estate Tracker (19-May-2026): Bain Capital raises $10.5B for sixth APAC fund.

Bain Capital raised $10.5 billion for its sixth APAC fund focused on data centers, while Lendlease's Justin Gabbani departs amid executive changes,...

Asia Real Estate Tracker

Asia Real Estate Tracker (18-May-2026): DayOne plans $5B dual listing in Singapore, NY.

DayOne plans a $5 billion dual listing in Singapore and New York amid a booming APAC real estate sector, highlighted by Bagmane REIT's IPO success...

Asia Real Estate Tracker

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)