upcycle

Tide turning in favour of the region's shipping sector, says Deutsche

SINGAPORE (Apr 24): Deutsche Bank is turning positive on Asia Pacific’s shipping sector with the strongest preference for the container sub-segment, followed by tanker and dry bulk.

This comes on the belief that industry conditions have now fundamentally turned, with the peak in deliveries of mega vessels and the recent acceleration of industry consolidation in recent years, which in turn means operators have the potential to achieve stronger price discipline.

'Long winter' seen ending for Singapore home prices: Survey

SINGAPORE (Jan 23): The worst may be over for Singapore’s property slump.

After a four-year slide in private residential prices, analysts are now calling an end to the property downturn. Singapore home prices have risen for two consecutive quarters and they are expected increase by about 5.5% this year, according to a survey by Bloomberg.

There’s also the earnings season to look forward to next month as the upbeat outlook for the real estate market may augur well for Singapore developers.

How Singapore's property market is primed for a 'perfect squeeze'

SINGAPORE (Oct 20): Deutsche Bank is positive on Singapore’s property market as it expects pricing power to return to developers.

This comes on the back of record low unsold inventory plus the withdrawal of supply over the next 12 months.

As a result, the research house has raised its average selling price (ASP) forecasts for 2018 and 2019 by 10% and 7% respectively, while raising RNAV estimates by 18-31% for stocks under its coverage on the back of its revised residential forecasts and recent acquisitions.

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