【环球财经】新加坡房地产投资信托基金板块短期波动加剧 投资机构建议精选优质标的

Group 1 - The S-REITs sector in Singapore experienced a decline of 6.2% due to the imposition of tariffs in early April, with a year-to-date total return of only 0.4%, underperforming the Straits Times Index and MSCI Singapore Index by 4.3% and 11.0% respectively [1] - The overall distribution per unit (DPU) for the S-REITs sector decreased by 2.8% year-on-year, with 7 out of 10 funds meeting market expectations, 1 exceeding expectations, and 2 falling short [1] - Notable declines in DPU exceeding 10% were observed in Mapletree Pan Asia Commercial Trust, SingPost Logistics Trust, and Mapletree Logistics Trust, attributed to high borrowing costs, unfavorable exchange rates, and reduced income from asset disposals [1] Group 2 - Institutional investors have seen a net outflow of approximately 495 million SGD from the S-REITs sector this year, particularly during the tense trade situation in early April, leading them to favor more defensive sectors such as telecommunications and non-cyclical consumer goods [1] - Singapore's OCBC Investment Research recommends investors to selectively choose high-quality stocks, particularly those with potential for distribution growth and strong asset portfolios, highlighting specific S-REITs such as CLAR, CICT, KDCREIT, and PLIFE [2] - By early 2025, the S-REITs market in Singapore is projected to rank second in Asia, with a total market capitalization of approximately 82 billion SGD, accounting for about 10% of the total market capitalization of the Singapore Exchange [2]