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As all the stocks in SG market seem to be high price. Channel some of my funds to one of the STI index stock, capital land ascended REIT in view of the dividend yield. In view of the Low interest rate market in SG think REIT in SG market will be relative stable and stock in STI index always my favourite.
Two property transactions caught my attention this week, both with UOB (SGX: U11) as the seller.The first: Singapore Land Group (SGX: U06) acquired UOB's stake in Novena Square Development and Novena ...
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 😁.
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