In today’s briefing:
- 10 in 10 with Emperador – Embracing Premiumisation for Global Expansion
- S-REITs That Bucked Recent Market Downturn
10 in 10 with Emperador – Embracing Premiumisation for Global Expansion
- Emperador’s acquisition of Los Danzantes aligns with its “Contemporise, Premiumise, Internationalise” strategy, enhancing its premium Mezcal offerings.
- The Dalmore Distillery expansion, doubling capacity, will impact Emperador’s revenue mix 12 years post-completion.
- Whyte & Mackay’s sustainability initiatives include a Jura Biomass Boiler and carbon capture, targeting carbon neutrality by 2030.
S-REITs That Bucked Recent Market Downturn
- S-REITs rebounded 5.2% with S$50 million net institutional inflow, led by CapitaLand Integrated Commercial Trust and Frasers Centrepoint Trust.
- US Fed Fund Rates outlook turned dovish, with expectations of 75bps cuts by 2026 due to weak consumer gauges.
- Larger-cap S-REITs averaged 4.8% returns, outperforming smaller-cap counterparts, supported by institutional inflows and index weightings.
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