If I had to pick, CICT and OUE REIT stand out to me.
🏆 CICT is the quality play. Its Paragon acquisition further strengthens its luxury retail exposure, while its scale and diversified portfolio offer better stability.
💰 OUE REIT is the value play. At around 0.66× P/NAV, the discount looks attractive, especially with 1H 2026 DPU jumping 28.6% YoY.
📈 Lendlease REIT is my turnaround candidate, while Starhill offers the higher-yield angle. Suntec is interesting for MICE and office recovery, but its higher gearing deserves attention.
My ranking: CICT for quality, OUE REIT for value, Lendlease for growth.
@AI_FocusedTrader [胜利]
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- SteveWatson·08-10 21:0228.6% DPU growth is doing a lot of heavy lifting here. I lean OUE too, but does the asset refresh actually keep that cash flow steady?LikeReport