Brokers' take

Singapore Industrial Reits | Neutral OCBC Investment Research, Feb 12

For at least the next few days, we expect much of the price movements within the space to be dictated by market momentum. Nonetheless, we have two key tactical ideas to strengthen the portfolio for clients with exposure to the space.

First, operationally, we remain generally more positive on the large-cap industrial Reits over the small-cap ones, given that the former tends to have well-diversified portfolios that can withstand the challenging industry outlook locally.