Singapore REITs Stand to Gain From Preferential Tariffs -- Market Talk

Dow Jones

06/24

0916 GMT - Singapore's REITs could be eventual winners if the city-state manages to secure preferential tariffs from the U.S. for its semiconductor and pharma exports, says UOB Kay Hian's Jonathan Koh. Singapore is seeking concessions from the U.S. on tariffs, which Koh thinks could be a "game-changer" for the manufacturing sector. Significantly lower tariffs for semiconductors and pharma would attract more companies to the city-state, benefiting REITs with business park, high-technology and industrial building assets. CapitaLand Ascendas is UOB KH's top pick as it has around 53% of its portfolio valuation in such assets. It has a buy call on the trust with a S$3.58 target. Units were last at S$2.62. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

June 24, 2025 05:17 ET (09:17 GMT)

应版权方要求，你需要登录查看该内容

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2545402039"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2545402039\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2545402039?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-06-24 17:17","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2545402039","market":"other","top_or_hot":-1,"title":"Singapore REITs Stand to Gain From Preferential Tariffs -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0916 GMT - Singapore's REITs could be eventual winners if the city-state manages to secure preferential tariffs from the U.S. for its semiconductor and pharma exports, says UOB Kay Hian's Jonathan Koh. Singapore is seeking concessions from the U.S. on tariffs, which Koh thinks could be a \"game-changer\" for the manufacturing sector. Significantly lower tariffs for semiconductors and pharma would attract more companies to the city-state, benefiting REITs with business park, high-technology and industrial building assets. CapitaLand Ascendas is UOB KH's top pick as it has around 53% of its portfolio valuation in such assets. It has a buy call on the trust with a S$3.58 target. Units were last at S$2.62. (megan.cheah@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 24, 2025 05:17 ET (09:17 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore REITs Stand to Gain From Preferential Tariffs -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore REITs Stand to Gain From Preferential Tariffs -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-06-24 17:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0916 GMT - Singapore's REITs could be eventual winners if the city-state manages to secure preferential tariffs from the U.S. for its semiconductor and pharma exports, says UOB Kay Hian's Jonathan Koh. Singapore is seeking concessions from the U.S. on tariffs, which Koh thinks could be a \"game-changer\" for the manufacturing sector. Significantly lower tariffs for semiconductors and pharma would attract more companies to the city-state, benefiting REITs with business park, high-technology and industrial building assets. CapitaLand Ascendas is UOB KH's top pick as it has around 53% of its portfolio valuation in such assets. It has a buy call on the trust with a S$3.58 target. Units were last at S$2.62. (megan.cheah@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 24, 2025 05:17 ET (09:17 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1105468828.SGD","symbol_name":"Allianz Total Return Asian Equity AM DIS H2-SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2545402039","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2545402039","pubTimestamp":1750756620,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0916 GMT - Singapore's REITs could be eventual winners if the city-state manages to secure preferential tariffs from the U.S. for its semiconductor and pharma exports, says UOB Kay Hian's Jonathan Koh. Singapore is seeking concessions from the U.S. on tariffs, which Koh thinks could be a \"game-changer\" for the manufacturing sector. Significantly lower tariffs for semiconductors and pharma would attract more companies to the city-state, benefiting REITs with business park, high-technology and industrial building assets. CapitaLand Ascendas is UOB KH's top pick as it has around 53% of its portfolio valuation in such assets. It has a buy call on the trust with a S$3.58 target. Units were last at S$2.62. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0048573645.USD":"富达东盟基金","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","SG9999001127.SGD":"United Singapore Growth Fund SGD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","BK6512":"房地产股","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","BK6133":"工业房地产信托","A17U.SI":"凯德腾飞房产信托","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","CFA":"VictoryShares US 500 Volatility Wtd ETF","SG9999002406.SGD":"利安新加坡信托基金","SG9999014302.SGD":"RHB Singapore Income Fund SGD","SGXZ27511609.SGD":"NIKKO AM SINGAPORE DIVIDEND EQUITY \"SGD\" (SGD) ACC","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","BK6082":"工业房地产投资信托","LU2449936058.SGD":"SUSTAINABLE ASIA EQUITY \"AA\" (SGD) ACC","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","BK6516":"银行与投资服务概念","LU0737861269.HKD":"FIDELITY ASEAN \"A \" (HKD) ACC","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","CFA.SI":"NikkoAM-STC Asia REIT","BK6523":"ESG概念","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","BK6112":"综合性银行","SG9999001135.SGD":"United ASEAN Fund SGD","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC"},"translate_title":"新加坡房地产投资信托基金将从优惠关税中获益——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"A17U.SI":0.9,"CFA":1,"CFA.SI":1},"content_text":"0916 GMT - Singapore's REITs could be eventual winners if the city-state manages to secure preferential tariffs from the U.S. for its semiconductor and pharma exports, says UOB Kay Hian's Jonathan Koh. Singapore is seeking concessions from the U.S. on tariffs, which Koh thinks could be a \"game-changer\" for the manufacturing sector. Significantly lower tariffs for semiconductors and pharma would attract more companies to the city-state, benefiting REITs with business park, high-technology and industrial building assets. CapitaLand Ascendas is UOB KH's top pick as it has around 53% of its portfolio valuation in such assets. It has a buy call on the trust with a S$3.58 target. Units were last at S$2.62. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 24, 2025 05:17 ET (09:17 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}