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If you're curious about Goldman's Report:
They expect "significant EPS upside" among:1. Optical modules and engines2. CW lasers and EMLs3. PCB/CCL manufacturersHere's the massive cheat sheet:Laser / Light Sources (SiPh): Sumitomo, Furukawa (5801), Landmark (3081), YJ Semi, $Lumentum(LITE.US), $Coherent Corp.(COHR.US) $Broadcom(AVGO.US), Etern (Source: Serenity
$Suntec Reit(T82U.SG)
The Office Giant Awakens: Is Suntec REIT Your Next Big Play? 🤔
Suntec REIT (SGX: T82U) stunned the market with its 1Q 2026 results (released April 23, 2026). After a period of high interest rate pressure, the “City Giant” is showing a massive comeback in distribution growth.
🔷 The fundamental
1️⃣ DPU Explosion: Distribution Per Unit (DPU) jumped a staggering 23.9% YoY to 1.936 cents. This was driven by powerhouse performance in Singapore and lower overall financing costs.
2️⃣ Rental Hotspot: Many worry about work from home but Suntec’s Singapore office rents rose +9.5% and retail rents at Suntec City Mall surged by +14.3%. Their occupancy remains rock-solid at 98.8% for offices and 99% for retail.
3️⃣ Financial Health: Gearing is stable at 41.6%. It is much higher than some peers but the interest coverage ratio has improved and the all-in financing cost dropped to 3.56%. It is signaling that the worst of the rate hikes may be over.
🔷 What the Experts Say (April 2026)
Confidence is surging following a strategic 10.8% stake purchase by Hongkong Land.
1️⃣RHB & DBS Research: Both maintain BUY/ACCUMULATE ratings.
2️⃣Target Price: Analysts are eyeing a range of $1.63 to $1.70.
3️⃣Value Play: Trading at approximately 16% discount to its Net Asset Value (NAV) of $2.03, it is currently seen as a “value steal” compared to its peers.
🔷 The Verdict
Buy for Growth & Recovery. Suntec is no longer just a “yield play”. It is a recovery story. With its new sponsor (Tang Organization) conducting a strategic review to unlock value, Suntec is positioned for significant upside as Singapore’s prime commercial market remains tight.
Not financial advice. Always do your own DD and risk management 😁.
