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DOLLAR WEBINAR QUESTIONS ANSWERED

inputs into goods assembled in the US. US firms still own the product; hence its value add -- the ability to mark up the retail price (building where it is cheap and selling into a high-income nation). This is,
海外研报

Frasers Centrepoint Trust

Management’s track record of portfolio rejuvenation remains best-in-class with a stellardivestment record at exit cap rates of 4.3% and below, while upcycling proceeds into higher yielding
海外研报

IFAST Corporation Ltd

. iFAST has set a 10-year target to reach S$100bn in assets under administration (AUA) by2028-2030, from S$21.05bn as of end-March 2024. AUA for iFAST has grown at a CAGR of 15%
海外研报

Mapletree Industrial Trust

R . Its portfolio of flatted factories are well located acrossSingapore can be seen as an attractive “landbank” for the REIT. MINT has over the years embark on a
海外研报

Mapletree Logistics Trust

Occupancy rates are projected to remain resilientwith proven resilience over economic uncertainties. We believe that high earnings visibility which is a
海外研报

TotalEnergies SE

Total has reduced the share of petroleum productsin its sales from 65% in 2015 to 44% in 2021 and aims to bring it down further to 30% in 2030. By
海外研报

Yanlord Land Group Ltd

Yanlord Land Group Ltd (Yanlord) is a real estate development company focusing on high-end andluxury residential developments. The company has recently started to move towards nearby Tier 3
海外研报

Weekly commentary

We see recent market volatility tied to near-term sentiment shifts rather than corporate earnings and macro data. We prefer to look through these air pockets.
海外研报

Regional Industry Focus ASEAN Healthcare

Thailand's fast and furious medical tourism vs. mature growth in Singapore. Singapore and Thailand have become
海外研报

Asia ex-China: Electronics export demand to remain robust

The divergence between Asia ex-China’s electronics and non-electronicsexport demand will persist through 2024.
海外研报