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

Dow Jones

Jun 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)

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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. 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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"}}}