Broker Name: OCBC Investment Research
Date of Report: 27 October 2025
Excerpt from OCBC Investment Research report.
Report Summary
- Global equities ended the week at record highs, driven by lower-than-expected inflation data in the US, which increased confidence in imminent Federal Reserve rate cuts. Technology stocks outperformed, and positive earnings reports boosted sentiment across major markets.
- In Singapore, Frasers Centrepoint Trust (FCT) reported stable results with growing distributions despite a dip in occupancy from the exit of Cathay Cineplexes. OUE REIT showed steady growth, with hospitality assets rebounding and capital management improving, while Suntec REIT benefited from lower financing costs and maintained stable leverage, although rent reversions moderated.
- Market outlooks point to optimism as interest rates are expected to decline, supporting REITs and equities. ESG initiatives are highlighted as a growing focus among leading Singapore REITs, with notable improvements in green certifications, emissions reductions, and sustainability ratings.
- OCBC provides updated ratings and fair value estimates for several major Singapore stocks and REITs, with recommendations ranging from BUY to HOLD, reflecting both company fundamentals and macroeconomic conditions.
above is an excerpt from a report by OCBC Investment Research. Clients of OCBC Investment Research can be the first to access the full report from the OCBC Investment Research website : https://www.ocbc.com/wealth-management/investment-research
