利率走低提振回报,新加坡REITs有望在第四季度大放异彩
分析师尤其看好办公楼领域
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本文由AI辅助翻译
[新加坡] 一些市场观察人士认为,随着本地三大银行公布截至2025年12月的第四季度业绩报告,新加坡上市的房地产投资信托(S-Reits)可能会迎来强劲表现,其风头或将盖过银行股。
利率下降预计将对银行业巨头 DBS 、 OCBC 和 UOB 的收入构成压力。这三家银行的总市值占海峡时报指数(STI)成分股公司总市值的一半以上。
但利率走低对S-Reits来说却是好消息。过去几年,高昂的债务成本侵蚀了它们的派息。
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