In today’s briefing:
- European Tire Rubber Sector Faces Structural, Regulatory Headwinds
- REIT Watch – NTT DC REIT IPO on July 14 broadens AI-related opportunities on SGX
- Industrials take sector lead in 2025 net institutional inflow
European Tire Rubber Sector Faces Structural, Regulatory Headwinds
- Plant closures signal Europe’s industrial competitiveness crisis
- Regulatory burdens over Europe’s retreading sector future
- Weak enforcement and oversight cloud UK ELT exports
REIT Watch – NTT DC REIT IPO on July 14 broadens AI-related opportunities on SGX
- NTT DC REIT’s IPO, scheduled for July 14, has a market capitalisation of US$1.03 billion, featuring six data centres.
- NTT DC REIT projects a 7.5% annualised distribution yield for 9M FY26, surpassing other Data Centre S-REITs.
- KDC’s AUM is S$4.9 billion, with 24 data centres; Digital Core REIT manages US$1.7 billion in assets.
Industrials take sector lead in 2025 net institutional inflow
- Institutions were net buyers of Singapore stocks, with a net inflow of S$94 million from Jul 4 to 10.
- Industrials sector led 2025 net institutional inflows, booking S$629 million, surpassing telecommunications sector by Jul 10.
- UOB led share buybacks with S$35.4 million, while Hongkong Land Holdings repurchased 946,000 shares at US$6.23 each.
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