In today’s briefing:
- Thai Rubber Production To Grow In 2025, But Rains, Prices Can Spoil Party
- Director Filings Across Financials, Real Estate & Singapore’s Largest Private Dental Group
- REIT Watch – Industrial S-REITs report NPI growth, but managers are cautious on outlook
Thai Rubber Production To Grow In 2025, But Rains, Prices Can Spoil Party
- Initial projections hint at 4.93 million ton output in 2025
- Pre-tariff war Q1 2025 reports robust export returns
- Highest earnings from exports in 8 years at US$577.1 million in Feb
Director Filings Across Financials, Real Estate & Singapore’s Largest Private Dental Group
- Institutions were net buyers of Singapore stocks from May 2 to May 8, with S$123 million inflow, reducing 2025’s net outflow to S$1.61 billion.
- United Overseas Bank’s CEO acquired 100,000 shares, increasing total interest to 10.76%, following a S$1.49 billion 1QFY25 net profit.
- Q & M Dental increased interest in Aoxin to 50.53% and proposed a secondary listing on Bursa Malaysia.
REIT Watch – Industrial S-REITs report NPI growth, but managers are cautious on outlook
- Industrial S-REITs reported growth in net property income due to stable occupancies and positive rental reversions in Q1.
- Mapletree Industrial Trust’s FY25 distribution per unit rose 1% due to higher gross revenue and NPI.
- ESR Reit’s NPI increased 31.3% in Q1, driven by acquisitions, AEIs, and higher contributions from existing properties.
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