To The Moon

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~