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Thai REITs Could Still Offer Decent Yields -- Market Talk

Dow Jones
Apr 03

0219 GMT - Thai real-estate investment trusts still offer decent yields despite near-term pressure from rising oil prices and bond yield volatility, say DBS Group Research analysts in a note. The sector's average yield of around 8.3% implies a hefty spread of about 6.1% over Thailand's 10-year government bond yield of around 2.2%, they say. This suggests valuations remain compelling, particular if bond yields stabilize as expected. Still, they note surging inflation from rising oil prices could weigh on demand, while increasing utilities and operating expenses could eat into REITs' margins. DBS favors defensive REITs with resilient cash flow such as Frasers Property Thailand Industrial Freehold & Leasehold REIT and INET Freehold & Leasehold REIT. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

April 02, 2026 22:19 ET (02:19 GMT)

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