Singapore Dividend Tracker

“Acquisitions And Higher Rents Drive 11% DPU Growth”: Phillip raised its target after 1H DPU met expectations, citing acquisitions, healthy rental reversions and balance-sheet capacity.

“Painstaking Repositioning Of Portfolio Underway”: Singapore remained the stabiliser, while North American lease non-renewals, divestments and currency weakness weighed on income.

“Transforming The Portfolio For Growth”: Phillip kept BUY after in-line 1H DPU, expecting stable FY26 distribution and longer-term support from completed AEIs and acquisitions.

“Core Earnings Hold Firm As Portfolio Undergoes Recalibration”: DBS kept BUY as 1H DPU grew 2.4%, supported by core earnings and rental reversions, while portfolio recycling may create near-term drag.

“A Decent 1H, But Volatility Returns”: RHB’s post-results note viewed the half as decent while flagging renewed volatility; its latest located stock-specific call remained BUY.

“Gradually Trimming Exposure To Greater China”: Results were in line, with stable operations and lower borrowing costs offset by currency headwinds; UOB lowered its rating to HOLD.

“Regional Player With Retail Assets Across Singapore, Malaysia And Australia”: The latest located broker note profiled the diversified retail portfolio but did not assign a rating; RHB’s 17 Jun rating remained BUY.

“The Turn Is Gradual”: DBS kept BUY but cut its target after 1Q results, as VivoCity and lower interest costs cushioned a gradual overseas recovery.

“Holding Ground Amidst Geopolitical Headwinds”: DBS saw broadly stable operations, with resilient retail metrics and lower debt costs offset by continued pressure in the business-park portfolio.

“Stable Distribution; Continued Portfolio Refresh”: Maybank kept BUY after broadly stable 1H DPU, highlighting resilient existing assets and an ongoing portfolio refresh despite the enlarged unit base.

“Riding On Singapore’s Growth”: RHB kept BUY after in-line 1H results, citing lower utility and finance costs, acquisition contributions and further asset-enhancement upside.

“Attractive Yield With Re-rating Potential”: Phillip maintained BUY after 1H results, citing strong logistics rent reversions, planned AEIs, AiOnX income and possible governance-related re-rating catalysts.

“Maintain HOLD On Challenging Taxi/P2P Segment”: UOB said 1H core earnings missed expectations as taxi and private-hire profit weakened sharply; it saw limited near-term catalysts despite a supportive yield.