S-Reits
Is Stoneweg Europe Stapled Trust’s manager-internalisation deal the key to reviving S-Reits?
Some view manager-internalisation as a ‘nuclear option’, but Sert is demonstrating that it is also a constructive growth-oriented strategy[SINGAPORE] When Stoneweg Europe Stapled Trust (Sert) flagged in August that the...
Fed chair Warsh’s hawkish Jackson Hole turn favours soaring banks over struggling S-Reits
Rising bond yields may reach a tipping point that chokes off growth and deflates richly priced blue chips[SINGAPORE] In the end, market watchers seemed to interpret US Federal Reserve chair...
Manager internalisation isn’t the solution to Stoneweg Europe Stapled Trust’s problem
It should focus on ensuring its portfolio pivot boosts its DPS instead of wading into a potentially contentious overhaul[SINGAPORE] The announcement last week that Stoneweg Europe Stapled Trust (Sert) may...
Frasers Centrepoint Trust to sell White Sands mall for S$467 million
[SINGAPORE] Frasers Centrepoint Trust (FCT) is divesting White Sands mall for S$467 million, which represents an 8.4 per cent premium over an independent valuation as at May 31, 2026, its...
JustCo’s dismal debut: Did institutional investors misjudge the company’s public market value?
Despite pivoting to profitability and laying out growth plans, its shares have slumped 42.6% below their IPO price[SINGAPORE] Some investors may have been heartened by JustCo’s announcement last week that...