SREITs Earnings Week: OUE REIT Jumps! Who Is Powering Your Portfolio?

Tiger_SG
01-29
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This week’s SGX earnings season is incredibly busy, featuring: $Mapletree Log Tr(M44U.SI)$ , $OUEREIT(TS0U.SI)$ , $Mapletree Ind Tr(ME8U.SI)$ , $CapLand Ascott T(HMN.SI)$ , $Micro-Mechanics(5DD.SI)$ , $NetLink NBN Tr(CJLU.SI)$ , $StarhillGbl Reit(P40U.SI)$ , $CDL HTrust(J85.SI)$ , $Keppel DC Reit(AJBU.SI)$ , and $Mapletree PanAsia Com Tr(N2IU.SI)$.

While the data shows a mix of red and green, the most "real" metric is the profit and loss in your own account.

Mid-Week Recap of S-REITs

The Dark Horse: OUE REIT (TS0U) rises 2.7% this week

  • Full-year DPU +8.3%, with a massive 10.6% jump in the second half (2H)

  • A sharp 18% drop in interest expenses and the divestment of underperforming assets. This "deleveraging" play was a masterclass in financial management.

⚖️ Under Pressure: The Mapletree Duo ( $Mapletree Log Tr(M44U.SI)$ & $Mapletree Ind Tr(ME8U.SI)$)

  • 3Q DPU declined by 9.3% and 7.0% respectively.

  • While operational occupancy remains rock-solid, they were hit hard by "forex assassins" (weakening currencies) and a sustained high-interest-rate environment.

The numbers are out, and it’s time to see how the market is really feeling. We’re inviting you to join the conversation!

How to participate

1️⃣ One-Sentence Review: Sum up your thoughts on any SGX earnings report released this week in just one sentence.

  • Example: “OUE’s turnaround just saved my dividend yield for the year!”

  • Example: “Mapletree Logistics is still fundamentally strong; I’m just waiting for the forex tide to turn.”

2️⃣ Show Your P/L (The Screenshot Challenge): Data is great, but results are better.

Share a screenshot of your profits or your updated holdings. Whether it’s the joy of dividends hitting your account or your strategy for holding through the volatility—let’s see your real-world performance!

Rewards

  • Top Analyst Award: The 3 most insightful or professional comments will win 100 Tiger Coins.

  • Lucky Investor Award: The most-liked P/L screenshot will receive 100 tiger coins!

Leave your comments to win tiger coins~

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Other helpful links:

Earnings Season: Do SGX and Keppel Still Have Room to Run?
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Comments

  • koolgal
    01-30
    koolgal
    🌟🌟🌟 $CapLand Ascott T(HMN.SI)$ , the largest lodging & accommodation SReit in Asia Pacific, delivered a steady, quiet confident set of results this week - the kind that feels less than fireworks and more like a warm reminder that resilience, global recovery and patient compounding are still very much alive.

    @Tiger_SG @TigerStars @Tiger_comments @TigerClub @CaptainTiger

  • Shyon
    01-29
    Shyon
    This week’s SGX earnings felt like a real stress test for S-REIT investors. $OUEREIT(TS0U.SI)$ stood out as the dark horse—FY DPU up 8.3% with a strong 2H rebound shows the deleveraging strategy is working. An 18% cut in interest expenses and asset pruning is exactly what I want to see in this rate environment.

    On the other hand, the Mapletree duo $Mapletree Ind Tr(ME8U.SI)$ $Mapletree Log Tr(M44U.SI)$ tested my patience. DPU declines at MLT and MIT weren’t operational—occupancy is still solid—but driven by forex pressure and high rates. I’m not shaken on fundamentals; this looks more like a macro headwind than a broken story.

    Ultimately, the only metric that matters is my own P/L. Earnings headlines come and go, but dividends hitting the account and long-term portfolio resilience are what really count. Curious to see which S-REITs are carrying everyone else’s portfolio this season.

    @Tiger_SG @TigerStars @Tiger_comments @TigerClub

  • BTS
    02-03 02:13
    BTS
    Mapletree Ind Tr (ME8U) provides portfolio stability despite DPU decline from divestments and currency depreciation with operational occupancy remaining rock-solid and upcoming positive rental reversions
  • icycrystal
    02-02 11:38
    icycrystal

    Keppel DC REIT:  a 9.8% increase in FY2025 DPU to 10.381 cents, driven by strong contributions from newly acquired data centres in Singapore and Tokyo.

    please go higher,  make lots and lots of [USD] [USD] [USD] [Grin] [Grin] [Grin]

  • 北极篂
    01-30
    北极篂
    其他几只如 NetLink，依旧是现金流稳定但缺乏想象力；数据中心和酒店类，则继续在“长期故事”和“短期压力”之间拉扯。
    一句话总结本周：市场不再奖励宏大叙事，只奖励真实、能落袋的现金流改善。选 S-REITs，与其盯红绿，不如问一句——这份分派，明年还能不能稳住。
  • 北极篂
    01-30
    北极篂
    反观丰树物流和丰树工业，基本面其实没有崩。入住率依旧稳，资产质量也没问题，但在高利率和疲弱汇率的双重夹击下，DPU 下滑几乎是“算出来的结果”。这类 REIT 现在更像是耐心仓位，等的不是运营改善，而是宏观条件松动。
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