FIRST REIT- ASIA LEADING HEALTHCARE REIT WITH 10% YIELD
$First Reit(AW9U.SI)$
Maintain BUY with an unchanged DDM-derived target price of S$0.30. First REIT is trading at an attractive 16% discount to NAV and a forward FY24e distribution yield of 9.3%. Organic growth will stem from more Indonesian hospitals achieving performance-based rent. Potential catalysts include the successful divestment of non-core assets such as Imperial Aryaduta Hotel and Country Club (IAHCC) and recycling the proceeds to fund acquisitions in developed markets as part of its First REIT 2.0 growth strategy. Our estimates remained unchanged.
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•首次进入由快速老龄化的人口结构和积极的
接待长者护理设施
•收购位于日本各地战略位置的成熟永久业权资产以增加收入
流
•成功迈出First REIT 2.0增长策略的第一步，拓展至发达市场及
分散地域风险
established and experienced independent local nursing home operators.
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