Which S-REITs Would Benefit Most From Rate Cut? Look at Analysts' Top Picks!
Analysts widely expect that S-REITs will be the primary beneficiaries during an interest rate cut cycle.
In the first half of this year, interest costs for $SATS LTD.(S58.SI)$ , $ParkwayLife Reit(C2PU.SI)$ , and $IFAST(AIY.SI)$ increased the most, more than doubling.
Thilan Wickramasinghe, Head of Research at Maybank Securities believes that interest rate cuts will help reverse the trend of rising interest costs for these companies.
$SATS LTD.(S58.SI)$ has surged significantly after its latest financial report. If it benefits from interest rate cuts, could SATS reach its previous highs?
If interest rates continue to drop significantly, S-REITs will benefit in three ways.
First, lower capital costs will increase fair value;
second, S-REITs can resume transactions and capital recycling;
finally, it will attract income-seeking investment capital.
$CapLand IntCom T(C38U.SI)$ , $CDL HTrust(J85.SI)$ , $CapLand Ascendas REIT(A17U.SI)$ , $Frasers Cpt Tr(J69U.SI)$ , $Far East HTrust(Q5T.SI)$ , and $Suntec Reit(T82U.SI)$ are Wickramasinghe's top picks.
Telecom companies could also benefit from rate cuts.
Telecom companies' stock prices typically have a strong inverse relationship with interest rates, meaning that as interest rates rise, stock prices fall. $NetLink NBN Tr(CJLU.SI)$ , which operates the nationwide fiber broadband network, could benefit from rate cuts.
Which S-REITs are you holding?
Is the rate cut been priced in in regard of their rally?
Leave your comment and share your top pick of S-REITs to win at least 5 tiger coins~
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
经验教训
$运通网城(BWCU.SI)$还是平的，还是悬浮的。该房地产投资信托基金管理人1月2日表示，发起人在其不知情和未经其同意的情况下申请了抵押贷款。它只是从其在岸安全代理人那里得知非法抵押贷款的消息。
自1月5日起，管理人已控制公司和法定代表人印章，以及中国物业管理团队的合同和财务印章。
保荐人于1月15日向单位持有人通报，审批过程中的失误导致三笔抵押贷款非法。
如果你认为房地产投资信托基金是好的投资，好的PB、EPS、DY等，当问题发生时，好的PB和EPS不能不有所帮助。它会变平。所以永远在你的风险限度内投资，不要因为钱而发疯。我总是考虑分散投资，虽然利润不多，也不会损失太多。
希望BWCU有解决方案。
reits like $Mapletree Ind Tr(ME8U.SI)$ $Mapletree PanAsia Com Tr(N2IU.SI)$ $Mapletree Log Tr(M44U.SI)$ $ParkwayLife Reit(C2PU.SI)$ $CapLand IntCom T(C38U.SI)$ are those stocks that I prefer. of course there are some other good reits...
@SPACE ROCKET @TigerGPT @Aqa @koolgal @LMSunshine @Shyon @GoodLife99 @rL @Universe宇宙 @HelenJanet
Which S-REITs are you holding?
Is the rate cut been priced in in regard of their rally?
Leave your comment and share your top pick of S-REITs to win at least 5 tiger coins~
Some top-performing S-REITs include:
- * $FAR EAST HOSPITALITY TR.(FEHTF)$*: One of the best-performing REITs with positive total returns
- * $First Reit(AW9U.SI)$*: Another top-performer with strong returns
- * $AIMS APAC Reit(O5RU.SI)$*: Also among the top three best-performing REITs
- *CapitaLand Ascends REIT*: Showing positive total returns
- * $Mapletree PanAsia Com Tr(N2IU.SI)$ * and * $Mapletree Log Tr(M44U.SI)$*: Expected to benefit from the projected rally
DBS analysts expect these REITs to significantly benefit from the potential rate cut, with investors favoring those with heavy exposure to Singapore real estate.
HIGH DIVIDEND YIELD OF > 10%
Price.to book : 0.9x
LOW P/E : 8.9
PAYS DIVIDEND QUARTERLY!!
$First Reit(AW9U.SI)$
很棒的文章，你愿意分享吗？