Broker's take: DBS raises AIMS Apac Reit TP to S$1.50, sees strong earnings rebound

businesstimes2021-02-05

DBS Group Research has raised its target price for AIMS Apac Reit (AA Reit) to S$1.50 from S$1.40 with an unchanged "buy" recommendation, as it projects a strong rebound for the Reit's earnings in ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

wenns
2021-02-09
wenns
[强]
Bwys1990
2021-02-08
Bwys1990
Comment
Bwys1990
2021-02-08
Bwys1990
Hi
Sorrie2u
2021-02-08
Sorrie2u
To the moon. Comments pls
- Sorrie2u:
  comments pls
- Hamsterwan:
  haha
37ab8a30
2021-02-08
37ab8a30
Not always happen when the bank recommend. Do your study carefully before buying ☺️
twcnr28
2021-02-07
twcnr28
yay

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2109266857?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-02-05 14:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2109266857","market":"sg","top_or_hot":-1,"title":"Broker's take: DBS raises AIMS Apac Reit TP to S$1.50, sees strong earnings rebound","media":"businesstimes","content":"<div>\n<p>DBS Group Research has raised its target price for AIMS Apac Reit (AA Reit) to S$1.50 from S$1.40 with an unchanged \"buy\" recommendation, as it projects a strong rebound for the Reit's earnings in ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/brokers-take-dbs-raises-aims-apac-reit-tp-to-s150-sees-strong-earnings-rebound\">网页链接</a>\n\n</div>\n","source":"bustime_highlight","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>Broker's take: DBS raises AIMS Apac Reit TP to S$1.50, sees strong earnings rebound</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\">\nBroker's take: DBS raises AIMS Apac Reit TP to S$1.50, sees strong earnings rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-05 14:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/companies-markets/brokers-take-dbs-raises-aims-apac-reit-tp-to-s150-sees-strong-earnings-rebound><strong>businesstimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DBS Group Research has raised its target price for AIMS Apac Reit (AA Reit) to S$1.50 from S$1.40 with an unchanged \"buy\" recommendation, as it projects a strong rebound for the Reit's earnings in ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/companies-markets/brokers-take-dbs-raises-aims-apac-reit-tp-to-s150-sees-strong-earnings-rebound\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"D05.SI","symbol_name":"星展集团控股","start_time":0,"source_url":"https://www.businesstimes.com.sg/companies-markets/brokers-take-dbs-raises-aims-apac-reit-tp-to-s150-sees-strong-earnings-rebound","article_id":"2109266857","we_media_id":null,"thumbnails":[],"rights":{"source":"bustime_highlight","url":"https://www.businesstimes.com.sg/companies-markets/brokers-take-dbs-raises-aims-apac-reit-tp-to-s150-sees-strong-earnings-rebound","rn_cache_url":null,"customStyle":"","selectors":"body","filters":"","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2109266857","pubTimestamp":1612504851,"sourceInfo":{"source_id":"bustime_highlight","name":"The Business Times"},"weMediaInfo":null,"summary":"DBS Group Research has raised its target price for AIMS Apac Reit (AA Reit) to S$1.50 from S$1.40 wi","collect":0,"end_time":0,"defaultTopTitle":"businesstimes.com.sg","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"D05.SI":"星展集团控股"},"translate_title":"券商观点:星展银行将AIMS Apac Reit TP上调至1.50新元，业绩强劲反弹","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"D05.SI":0.9},"content_text":"DBS Group Research has raised its target price for AIMS Apac Reit (AA Reit) to S$1.50 from S$1.40 with an unchanged \"buy\" recommendation, as it projects a strong rebound for the Reit's earnings in FY2022.\nIn a report on Friday, the research house opined that the market has largely ignored AA Reit's \"attractive valuations on all fronts\" when compared to its five-year historical average.\nAt the Reit's unit price of S$1.28, the counter is estimated to trade at a forward yield of 7.5 per cent and price to net asset value ratio (P/NAV) of 0.96 times. Both are close to -1 standard deviation of their historical mean, said DBS, which deems the risk-reward ratio for AA Reit as attractive at this level.\n\"Based on valuation metrics such as dividend yield and P/NAV multiple, AA Reit is currently trading at spreads that are wider than its historical five-year average. Its average historical spread of 0.32 times implies that AA Reit can potentially trade at P/NAV of 1.22 times and dividend yield could compress by up to 1 per cent,\" it noted.\nThe research house projects AA Reit's full-year distribution per unit (DPU) to grow by 9 per cent in FY2022, driven by organic growth in its portfolio as well as the recent acquisitions of Sime Darby Business Centre and 7 Bulim Street.\n\"Supported by a longer-than-average weighted average lease expiry of 3.9 years and potential redevelopment upside on selected properties, the outlook for the Reit remains bright,\" it added of the acquisitions.\nDBS further estimates that AA Reit is trading at an implied capitalisation rate of about 6 per cent, which it says makes it an attractive candidate for a merger and acquisition deal.\n\"With complementary assets, AA Reit's portfolio of quality assets in Singapore and Australia, coupled with its untapped GFA, offers potential suitors a stable income stream and an avenue for organic growth,\" it said.\nA likely suitor is the Reit's largest shareholder ESR Cayman, which DBS believes may consider merging the Reit with its other listed vehicle ESR Reit following its failed merger bid with Sabana Reit.\n\"Compared to Sabana Reit, AA Reit has a larger portfolio of industrial and logistics properties that is currently valued at S$1.7 billion. Two of AA Reit's assets are freehold properties in Australia, and this will complement ESR Reit's ongoing plans to invest in freehold properties overseas to address the issue of the shorter land tenure of its Singapore portfolio,\" said DBS.\nAs at 1.43pm on Friday, units of AA Reit were trading S$0.01 or 0.8 per cent higher at S$1.29.","kind":null,"is_publish_news":false,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":383399422,"gmtCreate":1612835553566,"gmtModify":1703765638363,"author":{"id":"3573628867735517","authorId":"3573628867735517","name":"wenns","avatar":"https://static.tigerbbs.com/56a10a99293efcd3e1e25084a2bcecbf","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383399422","repostId":2109266857,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":389892714,"gmtCreate":1612748605038,"gmtModify":1703764546996,"author":{"id":"3575255834085346","authorId":"3575255834085346","name":"Bwys1990","avatar":"https://static.tigerbbs.com/673a4e44e4f35cc813722cbff0b176b9","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389892714","repostId":2109266857,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":389896616,"gmtCreate":1612748512035,"gmtModify":1703764545271,"author":{"id":"3575255834085346","authorId":"3575255834085346","name":"Bwys1990","avatar":"https://static.tigerbbs.com/673a4e44e4f35cc813722cbff0b176b9","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389896616","repostId":2109266857,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":389125378,"gmtCreate":1612741861494,"gmtModify":1703764477091,"author":{"id":"3557997848207595","authorId":"3557997848207595","name":"Sorrie2u","avatar":"https://static.tigerbbs.com/daee3c31c13830f17698139700d5c999","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"To the moon. Comments pls","listText":"To the moon. Comments pls","text":"To the moon. Comments pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/389125378","repostId":2109266857,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3512662,"gmtCreate":1612741876785,"gmtModify":1635765976408,"authorId":3557997848207595,"author":{"id":3557997848207595,"authorId":3557997848207595,"name":"Sorrie2u","avatar":"https://static.tigerbbs.com/daee3c31c13830f17698139700d5c999","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":389125378,"type":1,"supId":0,"prevId":0,"content":"comments <u>pls</u>","text":"comments <u>pls</u>","html":"comments <u>pls</u>"},{"id":3512814,"gmtCreate":1612743927305,"gmtModify":1635765973490,"authorId":3562552956363065,"author":{"id":3562552956363065,"authorId":3562552956363065,"name":"Hamsterwan","avatar":"https://static.tigerbbs.com/a386beb727f5f9152025be30073c81a3","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":389125378,"type":1,"supId":0,"prevId":0,"content":"<u>haha</u>","text":"<u>haha</u>","html":"<u>haha</u>"}],"langContent":"EN"},{"id":389134614,"gmtCreate":1612714291138,"gmtModify":1703764426429,"author":{"id":"3569206385433687","authorId":"3569206385433687","name":"37ab8a30","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Not always happen when the bank recommend. Do your study carefully before buying ☺️","listText":"Not always happen when the bank recommend. Do your study carefully before buying ☺️","text":"Not always happen when the bank recommend. Do your study carefully before buying ☺️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389134614","repostId":2109266857,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":389347042,"gmtCreate":1612701760486,"gmtModify":1703764369531,"author":{"id":"3558254567284585","authorId":"3558254567284585","name":"twcnr28","avatar":"https://static.tigerbbs.com/7818f9e64ba2eec5a82c00bd8793dc68","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"yay","listText":"yay","text":"yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389347042","repostId":2109266857,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":58,"commentSize":30,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2109266857"}