OCBCがCache Logisticsのターゲットプライスを引き上げ

OCBCが物流REITのCache Logsiticsのターゲット価格を１．１８ドルから１．２６ドルに引き上げたようです。

保有物件の稼働率がほぼ１００％で、安定的な賃料収入があるうえ、倉庫の需要も引き続き強いとのこと。

実はシンガポールから帰ってきて、投資対象としてこのREITを最有力と考えていたのですが、帰国後にずいぶんと
値段が上がってしまっていて、配当利回りが７％程度になることを待っているところなのですが、こうなるとなかなか株価が下がってくれそうにありません。

こちらもぽちっとお願いします。

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STOCKS NEWS SINGAPORE-OCBC ups Cache Logistics' target price

OCBC Investment Research raised its target price for Cache Logistics Trust to S$1.26 from S$1.18, citing strong demand for its warehouse assets.

At 0347 GMT, units of Cache were up 0.4 percent at S$1.18, and have surged about 24 percent since the start of the year, compared to the FT ST Real Estate Investment Trust Index's nearly 28 percent rise.

Cache owns eight warehouses with ramp-up features, which is limited in Singapore and expected to see robust demand, OCBC said.

The trust also has strong and stable income streams, having seen 100 percent occupancy rate for its portfolio since it listed in April 2010 and a master lease structure that provides high net property income margins, the brokerage said.

Cache's acquisition of Pandan Logistics Hub in Singapore will increase its rental income and distribution per unit starting from the second half of the year.