ECLC
08-11
Pick CICT for stability as largest commercial reit with potential DPU growth and visited Plaza Singapura most along Orchard road.
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Comments

  • BorisBack
    08-11
    BorisBack
    Visited Plaza Singapura too, foot traffic looks steady. DPU upside feels real, but gearing rerate is the part people are missing
  • cheerio
    08-11
    cheerio
    Stability sure, but rate pressure on big retail REITs is real. Has management shown any clear DPU defense yet?
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