Impact of Trump’s tariffs, interest costs in focus as S-Reits report Q1 earnings
Analysts expect most S-Reits to report a slight increase in Q1 DPU in view of lower interest rates
[SINGAPORE] Market watchers will be looking for managers of Singapore-listed real estate investment trusts (S-Reits) to shed light on their strategies to address the impact of potential US tariffs in their upcoming financial results.
US President Donald Trump’s proposed tariffs on global goods have wreaked havoc on markets, including a sell-off of S-Reits last week. With the likelihood of a global recession looming, analysts told The Business Times they will be paying attention to S-Reits’ guidance in light of recent geopolitical events.
“We would be more keenly watching out for their outlook statements and how individual S-Reits are navigating or being impacted in light of significantly worse tariff policies, and steps taken to mitigate the impact to their bottom lines,” said Vijay Natarajan, an analyst with RHB Bank.
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