Broker Name: KGI
Date of Report: Not specified (inferred from context; recent, likely 2024)
Excerpt from KGI report:
- Sasseur REIT offers defensive cashflows and disciplined capital management, benefiting from outlet retail’s resilience in China.
- Cost of debt is easing, supporting distributable income into FY2026, with management expecting further reductions in financing costs.
Report Summary:
- Sasseur REIT remains stable with steady distributions despite FX headwinds, as its outlet retail model provides downside protection and exposure to China consumption.
- Lower financing costs are expected to further support income stability in the coming quarters.
Above is an excerpt from a report by KGI. Clients of KGI can be the first to access the full report from the KGI website: https://www.kgi.com