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bullish
S-REIT Pair Trade Idea: Long CLAR SP and SHORT Keppel REIT on Industry Fundamentals
347 Views15 Apr 2024 19:17
S-REITs have wrapped up their Q4 results and we see divergence in industry fundamentals. We like industrial and retail given stronger fundamentals and valuation. We propose Long CLAR Short KREIT
What is covered in the Full Insight:
- S-REIT Pair Trade Idea
- CapitaLand Ascendas REIT (CLAR) Overview
- Keppel REIT Overview
- Q4 2023 Results and Industry fundamentals
- Valuation and expected returns
SUMMARY
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