On the back of new Covid-19 measures that will be effective from Sept 27 to Oct 24, DBS Group Research analysts Derek Tan, Rachel Tan, Dale Lai and Geraldine Wong are advising investors to “seek shelter in structural growth names”.
These include industrial S-REITs such as Mapletree Logistics Trust (MLT), Frasers Logistics & Commercial Trust (FLCT), Ascendas REIT (A-REIT), ARA LOGOS Logistics Trust (ALLT) and ESR-REIT.
Selected retail and office S-REITs such as Suntec REIT, Mapletree Commercial Trust (MCT) and Frasers Centrepoint Trust (FCT) are also within the analysts’ top picks.
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