Broker Name: KGI Securities (Singapore) Pte. Ltd.
Date of Report: November 28, 2025
Excerpt from KGI Securities (Singapore) Pte. Ltd. report.
Report Summary
- Sasseur REIT continues to deliver resilient operational performance, with strong outlet sales growth, high occupancy rates, and improved tenant retention. The REIT benefits from a fully RMB-denominated, LPR-linked debt structure, resulting in lower borrowing costs and reduced FX risk.
- Despite macroeconomic softness in China, outlet malls are outperforming traditional retail formats as consumers shift towards value-driven shopping. Sasseur REIT is well-positioned for medium-term growth, supported by asset enhancement, potential accretive acquisitions, and structural policy tailwinds aiming to boost household consumption.
Above is an excerpt from a report by KGI Securities (Singapore) Pte. Ltd. Clients of KGI Securities (Singapore) Pte. Ltd. can be the first to access the full report from the KGI Securities website:
https://www.kgi.com.sg
