S-REIT Rents Are Rising, But Distributions Tell a Different Story
As of the morning session on 30 October, 24 S-REITs (including property trusts) had released results or business updates for periods ended 30 Sep, representing just over three-fifths of the 39 actively traded trusts. The releases span quarterly, half-year, nine-month and full-year periods. Positive rental reversions were a common feature: 19 of the 20 trusts reporting numerical measures recorded at least one positive portfolio, market or segment figure. The measures cover different reporting periods and lease scopes and do not measure total portfolio rental-income growth. Singapore’s REIT sector spans domestic malls and offices alongside overseas logistics, data centres and rental housing, exposing portfolios to different leasing cycles. Higher renewal rents can support income as leases co
Semiconductor Packaging Play: Mi Material Debuts on SGX at S$1.80
Established in Tainan, Taiwan, in 1998, $Mi Material(MIM.SI)$ has over 28 years of experience in the electronics and semiconductor industry, operating under the corporate brand “Accurus”. Today, the Group is headquartered in Singapore and is one of the leading manufacturers of semiconductor advanced packaging materials. It is principally engaged in the design, development, manufacturing and commercialisation of precision solder spheres, which serve as critical interconnect components enabling electrical conductivity between integrated circuits (ICs) and printed circuit boards (PCBs) across a broad spectrum of advanced semiconductor packaging applications. Its products and solutions are mainly us ed in end-use applications such as hig
Selected analyst calls | October 19–23, 2026 Hey Tiger🐯, AI demand brought a fresh upgrade for Datadog, while pricing concerns weighed on animal-health stocks. In Singapore, analysts reassessed how much upside remained in restructuring stories, exchange activity and office assets. Here are the selected calls worth a closer look, with rating changes separated from price-target revisions. 1|Monday and Tuesday US analysts reassess growth Date Stock Firm Rating change Price target Oct 19 Datadog (DDOG) Bernstein Market Perform → Outperform US$237 → US$350 Oct 20 Zoetis (ZTS) Jefferies Buy → Hold US$103 → US$83 Oct 20 Elanco (ELAN) Jefferies Buy → Hold US$31 → US$24 Sources [1] and [2]. Dates refer to reported analyst actions. These are selected calls, not a complete market tally. Datadog AI de
Weekly | OU8, F17, T24, E28, 41B, 53W, JCO, TAP & 1V3 lead Buybacks
Over the five sessions through to 22 October, more than 70 filings relating to directors’ interests and substantial shareholdings were filed across 40 primary-listed stocks. Directors or CEOs reported 29 acquisitions and one disposal, while substantial shareholders filed 10 acquisitions and three disposals. The five sessions through to 22 October saw 20 primary-listed companies conduct buybacks with a total consideration of S$20.0 million, half the run rate of the previous week as the earnings season heats up. $UOB(U11.SI)$ again led the activity with S$8.1 million of buybacks, followed by $ST Engineering(S63.SI)$ with S$5.1 million. 1. $Centurion(OU8.SI)