Yes, it could be a prudent add

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Mkoh
2025-10-29

Yes, it could be a prudent addition to a diversified portfolio, especially if you're seeking high-yield income with moderate growth. The 30% YTD run-up reflects strong recovery in retail footfall (+25% YoY) and strategic acquisitions, but at current levels, it's trading near fair value with limited near-term capital appreciation (per avg targets). Anchored by a huge Singapore exposure ensures stability
The solid yield and stable outlook make it defensive against volatility, outperforming many peers. However:Pros: Resilient ops, positive reversions, growth pipeline.
Cons: Modest revenue growth YTD, potential rate sensitivity as a REIT.

# SG Earnings Season: Share Your 1-Sentence Insight!

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EmilyMark
·2025-10-30
Great analysis
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