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Singapore REITs - Stay The Course Even As Yields Heat Up
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CapitaLand Ascendas REIT (SGX:A17U) CAPITALAND ASCOTT TRUST (SGX:HMN) FRASERS LOGISTICS & COMMERCIAL TRUST (SGX:BUOU) MAPLETREE INDUSTRIAL TRUST (SGX:ME8U) MAPLETREE LOGISTICS TRUST (SGX:M44U)
- The S-REITs sector's share price performance has come under pressure of late, and this has coincided with the recent surge in US 10-Year Treasury (UST) yields to a 16- year high of 4.35% (as at 21 Aug 2023).
- - Read this at SGinvestors.io -
- Although we had previously highlighted tactical opportunities for the S-REITs sector amid a pause in the Fed’s rate hike cycle (see report: Singapore REITs - Fed Pause On Track), we also pointed out that the Singapore 10-Year government bond yield had trended lower during the last two Fed pause periods when the FSTREI outperformed the broader Singapore market, and that any upward pressure on sovereign bond yields could potentially curb the performance of S-REITs.
- - Read this at SGinvestors.io -
DPU forecasts adjustment post 1H23 earnings
- Read more at SGinvestors.io.
Above is the excerpt from report by OCBC Investment Research.
Clients of OCBC Securities may be the first to access the full report in PDF @ https://www.iocbc.com/.
OCBC Research Team OCBC Investment Research | https://www.iocbc.com/2023-08-28
Read More Analysis On Singapore REITs (S-REITs):
Analyst Reports on Singapore REIT Sector
Check Out Also The Summary Of:
S-REIT Share Price Performance
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