In today’s briefing:
- German Rubber Industry In The Throes Of Crisis As Relocations Loom
- CLAR SP: Bullish in Singapore Industrial and Strong Asset Portfolio to Drive Shareholders Returns
German Rubber Industry In The Throes Of Crisis As Relocations Loom
- One in five companies in rubber industry mulling shifting in 2025
- Regulatory burdens and high energy costs among major concerns
- Place ‘first-touch principle’ in EUDR, erase reverse burden of proof
CLAR SP: Bullish in Singapore Industrial and Strong Asset Portfolio to Drive Shareholders Returns
- CLAR is Singapore’s largest industrial REIT with S$16bn of assets across key markets with exposure in business parks, logistics and data centers
- We think CLAR has a well diversified and resilient asset portfolio which can withstand any external shocks and drive organic growth
- We think there is some interest rate risk but in general the impact is limited. S-REITs were over-corrected YTD and valuation is not demanding
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