S-Reits

Rising bond yields may reach a tipping point that chokes off growth and deflates richly priced blue chips

It should focus on ensuring its portfolio pivot boosts its DPS instead of wading into a potentially contentious overhaul

Strong office property fundamentals and asset sales may boost its sagging units

The divestment is slated for completion in the third quarter of 2026

Core DPU rises 4.5% year on year to S$0.1125 and accounts for about 98% of total DPU

Committed portfolio occupancy is 98.1% as at Jun 30

Net property income grows 10.8% on the year to S$37.2 million for the half year

Singapore-listed Reits are expected to post low-to-mid single-digit year-on-year growth in DPU

They believe sector is at cyclical bottom; CICT, Keppel DC, MPACT, Clar, Aims Apac, FCT among top picks