Broker: Maybank Research Pte Ltd
Date of Report: 4 December 2025
Excerpt from Maybank Research Pte Ltd report
- Singapore equities are expected to benefit from ongoing market reforms and sectoral diversification, supporting increased retail and institutional participation as well as higher valuations.
- Key stock ideas include Centurion Accommodation REIT (CAREIT), with a positive outlook based on distributable income growth and yield, and beneficiaries of reforms such as SGX, OCBC, UOB, DBS, iFAST, CSE, Food Empire, Marco Polo, and ComfortDelGro.
Report Summary
- Centurion Accommodation REIT is initiated with a BUY rating, driven by expectations of robust distributable income growth and yield-accretive opportunities.
- Market reforms in Singapore are poised to enhance stock market activity and valuations, especially benefitting financial and diversified sector stocks.
- Positive corporate news includes Skylink’s commercial fleet acquisition and Tuan Sing’s Melbourne property redevelopment approval, both expected to boost revenues and valuations.
- Other updates include Spindex’s delisting offer and SingLand’s redevelopment plans for Marina Square.
above is an excerpt from a report by Maybank Research Pte Ltd. Clients of Maybank Research Pte Ltd can be the first to access the full report from the Maybank Research website : https://www.maybank.com
