Analyst Coverage

Latest Reports

Research House Analyst Date Recommendation Target Price Report
KGI Joel Ng 17 Aug 2020 Outperform S$0.89 Outperformance compared to peers PDF version
UOB KayHian Nicola Ho
Jonathan Koh, CFA
17 Aug 2020 Buy S$0.99 2Q20: Rapid Recovery In Outlet Sales PDF version
Maybank Kim Eng Chua Su Tye 14 Aug 2020 Buy S$0.95 Recovery Underway PDF version
CGS-CIMB Lock Mun Yee
Eing Kar Mei, CFA
14 Aug 2020 Add S$0.84 Rapid tenant sales recovery in 2Q PDF version
DBS Group Research Derek Tan 14 Apr 2020 Buy S$0.80 Pent-up demand seen PDF version

Past Reports

Research House Analyst Date Recommendation Target Price Report
KGI Joel Ng 11 Jun 2020 Outperform - Initiation S$0.89 Not your average retail REIT PDF version
UOB KayHian Nicola Ho
Jonathan Koh, CFA
15 May 2020 Buy S$0.96 1Q20: Recovery In Sales From Pent-up Demand PDF version
CGS-CIMB Lock Mun Yee
Eing Kar Mei, CFA
14 May 2020 Add S$0.80 Picking up post reopening PDF version
Maybank Kim Eng Chua Su Tye 14 May 2020 Buy S$0.95 Ready For Recovery PDF version
UOB KayHian Nicola Ho
Jonathan Koh, CFA
10 Mar 2020 Buy S$0.92 Staying Vigilant Amid COVID-19 Outbreak PDF version
DBS Group Research Derek Tan 21 Feb 2020 Buy S$0.93 Down but not out PDF version
CGS-CIMB Lock Mun Yee
Eing Kar Mei, CFA
20 Feb 2020 Add S$0.85 Hitting a speed bump PDF version
Maybank Kim Eng Chua Su Tye 20 Feb 2020 Buy S$0.95 Eyeing A 2H Rebound PDF version
UOB KayHian Nicola Ho
Jonathan Koh, CFA
18 Nov 2019 Buy S$0.97 3Q19: Benefitting From Strong Growth At Bishan, Hefei And Kunming Outlet Malls PDF version
Maybank Kim Eng Chua Su Tye 18 Nov 2019 Buy S$1.00 Seasonal Lift PDF version
CGSCIMB Lock Mun Yee
Eing Kar Mei, CFA
15 Nov 2019 Add S$0.94 Strong performance at newer outlets PDF version
DBS Group Research Derek Tan 15 Nov 2019 Buy S$0.84 9M19 outlet sales increase by 20.9% (y-o-y) PDF version
UOB KayHian Nicola Ho
Jonathan Koh, CFA
31 Oct 2019 Buy (Initiate Coverage) S$0.97 Growth Underpinned By Consumption Upgrade For Middle-income Households PDF version
DBS Group Research Carmen Tay
Derek Tan
08 Aug 2019 Buy S$0.97 All aboard China's consumption growth train PDF version
Maybank Kim Eng Chua Su Tye 06 Aug 2019 Buy S$0.95 Growth Momentum Into 2H PDF version
CGS-CIMB Lock Mun Yee
Eing Kar Mei, CFA
06 Aug 2019 Add S$0.94 Still going strong PDF version
Maybank Kim Eng Chua Su Tye 14 May 2019 Buy S$0.90 Strong Start PDF version
UOB KayHian Lucas Teng
John Cheong
02 Apr 2019 Not Rated n.a. Differentiated Concept To Attract Its Target Shoppers PDF version
CGS-CIMB Lock Mun Yee
EING Kar Mei, CFA
02 Apr 2019 Add S$0.92 Brand experts PDF version
KGI Geraldine Wong 29 Mar 2019 Not Rated - Site visit to Sasseur REIT's outlet malls in Chongqing and Hefei PDF version
DBS Group Research Derek Tan
Mervin Song
Carmen Tay
20 Feb 2019 Buy S$0.97 One of a kind PDF version
Maybank Kim Eng Chua Su Tye 13 Nov 2018 Buy S$0.90 Another strong quarter; 4Q18 should be even better PDF version
DBS Group Research Derek Tan
Mervin Song
Carmen Tay
17 Sep 2018 Buy S$0.91 Up up and away PDF version
Maybank Kim Eng Chua Su Tye 07 Jun 2018 Buy SGD 0.90 Premium Buy in China's Discount Malls PDF version
KGI Research Team 04 Jun 2018 Not Rated - Visit to Sasseur REIT's outlet in Chongqing, Hefei & Xi'an PDF version