CapitaLand Integrated Commercial Trust (CICT) (SGX:C38U) stock analysis
Taylor Swift will play a total of six shows at the National Stadium between 2-9 March 2024, with over 300,000 tickets sold in total after being brought to Singapore by a team of government officials working with concert promoter Anschtuz Entertainment Group. According to economists’ estimates, Swift’s six sold-out shows are expected to generate up … Read more
I was curious if any blue chip stocks in Singapore possessed moats and found out that MorningStar had created an Economic Moat rating to ease the process of identifying companies with moats. While easy to grasp as a concept, it is difficult to define moat in the real world. Hence, I found MorningStar’s Moat framework useful. … Read more
Do REITs even have moat? This is a question that some may raise. I believe they do. There’s a saying that property is about location, location and location. A property in a highly desirable location enables the REIT to demand premium rentals. Furthermore, it is impossible to have two identical properties occupying the same location, … Read more
As retail sales in Singapore continue to rise, with analysts forecasting double digit percentage growth for the year 2023, we look at these 4 retail REIT’s performance with a focus on their retail assets in their latest earnings release to see how they fared operationally. p.s. If you’re curious about how the data center REITs … Read more
Since the previous article on blue chip Singapore REITs, the general market has recovered considerably. The iEdge S-REIT index, which tracks the performance of Singapore’s largest and most liquid REITs, reflects this. The REIT index has recovered 9.6% since its October low. All of this comes as there is growing speculation that the US Federal … Read more