A director at IREIT Global sold 409,949 shares at 0.280SGD and the significance rating of the trade was 54/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sh...
Europe has almost resolved its energy crisis brought about by the Russia-Ukraine war, judging by the steep fall in electricity prices. The UK has made a policy U-turn and relented on tax cuts for top earners. Recent panic selling has brought valuations for S-REITs to attractive levels and bargains have emerged. Our bottom-up and diversified BUY picks are CLAS (Target: S$1.29), FCT (Target: S$2.56), LREIT (Target: S$0.91), MINT (Target: S$3.12) and MLT (Target: S$1.94). Maintain OVERWEIGHT.
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
S-REITs corrected 2.4% during 16-26 Feb. We expect the rise in the bond yield to persist in the near term, which puts pressure on blue chip S-REITs which are well owned by institutional investors. Switch to laggard S-REITs sheltered from the higher bond yield with their much higher yields. BUY ALLT (Target: S$0.89), LREIT (Target: S$0.97), SUN (Target: S$1.72) and UHU (Target: US$0.95), which provide distribution yields of 7%, 6.2%, 6.5% and 9.4% respectively. Maintain OVERWEIGHT.
INDONESIA Update Pembangunan Perumahan (PTPP IJ/BUY/Rp870/Target: Rp1,600): 2021 net income expected to grow 73% yoy. MALAYSIA Sector Banking: Potential NPL risk when loan moratorium ends in Sep 20 may continue to affect sentiment on the sector. Maintain MARKET WEIGHT. Results Cahya Mata Sarawak (CMS MK/BUY/RM1.56/Target: RM2.00): 1Q20: 2020 will be a wash-out year; expect better earnings in 2021-22 as Sarawak heads into state elections by Sep 21. Kerjaya Prospek Group (KPG MK/BUY/RM1.07/Targ...
IREIT is a pure play on office properties in Europe. It is resilient despite the COVID-19 pandemic due to its blue-chip tenants, such as Deutsche Telekom, DRV, Allianz, ST Microelectronics and Ebase, which accounted for 87.8% of gross rental income as of Mar 20. Only 3.5% of its leases will expire in 2020-21. 98% of portfolio rents in April and May were already collected. Capital values for office properties will be supported by negative interest rates and ECB’s bond purchase programme. IREIT ...
iREIT is a pure play on office properties in Europe. It is resilient despite the COVID-19 pandemic due to its blue-chip tenants, such as Deutsche Telekom, DRV, Allianz, ST Microelectronics and Ebase, which accounted for 87.8% of gross rental income as of Mar 20. Only 3.5% of its leases will expire in 2020-21. 98% of portfolio rents in April and May were already collected. Capital values for office properties will be supported by negative interest rates and ECB’s bond purchase programme. iREIT ...
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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