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UOB KAYHIAN

PHILLIP SECURITIES

Keppel REIT (KREIT SP)

1Q19: Good Momentum Despite New Challenges

 

1Q19 results were in line, with DPU of 1.39 S cents/share at 24.1% of our full-year estimate. KREIT continues to achieve high overall occupancy (98.7%) and positive rental reversion (14.4%). Rising office rents on the back of firm leasing momentum (amid tight forward supply) should underpin earnings. A near-term challenge is UBS vacating its ORQ premises in Dec 20, which will create a void period (fit-out periods). Maintain BUY and target price of S$1.35.

 

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Keppel DC REIT

Sowing seeds through proactive management

 

SINGAPORE|REAL ESTATE(REIT)|1Q19 RESULTS

 Healthy portfolio occupancy of 93.2% and long WALE of 8.0 years.

 Lower cost of debt due to new issue of MTN and early refinancing of loan

 Revenue uplift from 2 AEIs on pre-committed lease and increase in power utilisation, 1 AEI to increase energy efficiency

 Maintain ACCUMULATE; new target price of $1.59 (previously $1.52)

 

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UOB KAYHIAN CGS CIMB

Singapore Press Holdings (SPH SP)

Selectively Scaling Up

 

SPH acquired three new student accommodation assets which add 1,243 beds to its portfolio and bring total AUM to above S$600m. Recent acquisitions appear more selective, with SPH electing for investments in cities with upper-mid-tier universities, which have more dependable demand. Inorganic expansion is gaining momentum as the group works towards building up a defensive portfolio. Maintain BUY with a revised SOTP-based target price of $2.86.

 

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Property - Overall

CGS-CIMB’s Real Estate Day wrap-up

 

■ We continue to see strong investor interest in property companies spanning across the value chain.

■ Outlook for the Singapore private residential market remains stable while overseas diversification remains one of the key strategies.

■ Maintain sector Overweight. Top picks – UOL, CAPL, CIT.

 

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LionelLim8.16Check out our compilation of Target Prices




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Oxley Holdings0.305-
Procurri0.320-
REX International0.0830.007
Riverstone0.9250.010
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SingMedical0.320-0.020
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Sunningdale Tech1.300-
Sunpower Group0.450-0.010
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