Vijay Natarajan, RHB Banking Group

Vijay Natarajan, RHB Banking Group

16 September 2021
Companies to Watch: CDL’s Divestment in Sincere Property
Real estate group City Developments is divesting its majority stake in Chongqing Sincere Yuanchuang Industry, in the wake of the Chinese developer’s cash troubles. CDL acquired a majority stake in Sincere last April, but the pandemic and China’s “three red lines” policy increased liquidity constraints at the unit. Vijay Natarajan, Analyst, RHB Group shares the possible risk exposures that CDL needs to pay attention to in China's real estate sector and their funds reallocation after writing down almost all of its S$1.92 billion investment in Chongqing Sincere.

Download the podcast.

Listen to his previous podcasts:

16 August 2021
Reviewing Recent Earnings Results from Singapore's Developers
Though recent earnings from Singapore's property developers were fairly mixed, a number of them showed encouraging signs of recovery and improvement. Vijay Natarajan, RHB's resident Property and REIT analyst, joined us on Prime Time to talk about his key takeaways from the report cards of SIngapore's developers, potential challenges from rising rates and labour and supply chain shortages, and which property developer and which REIT he's watching closely as SIngapore's economy continues to reopen.

Download the podcast.

27 May 2021
Companies to Watch: Frasers Logistics & Commercial Trust
Frasers Logistics & Commercial Trust have recently announced that it will purchase 6 freehold companies for $500 million dollars which will add up on their recent portfolio. Vijay Natarajan, Research Analyst, RHB Bank Singapore, provides an insight on how this will serve as a leverage for the company given its future plans.

Download the podcast.

30 March 2021
Prospects for Singapore's Property Developers and REITs
Singapore's property space has been fairly busy, with developers reeling from full year losses led to valuation impairments, and the REITs hopeful of a better tomorrow as Singapore continues its gradual economic reopening in April. Vijay Natarajan, RHB's resident property and REIT analyst, joined us on Prime Time to share his thoughts on the recent earnings season for the REITs, what he made of Capitaland's big announcement of a major restructuring, and why he thinks the future looks brighter for both developers and the REITs.

Download the podcast.

23 March 2021
Bigger Picture: Capitaland to split into 2, privatise development arm
Vijay Natarajan, Research Analyst, RHB Bank Singapore, shares why he is raising his target price and how the proposed deal makes sense for Capitaland, as developers usually see a larger discount to book value on stock markets.

Download the podcast.

23 March 2020
How Hard Have S-REITs Been Hit by the COVID-19 Pandemic?
The COVID-19 pandemic continues to trigger losses, and leave almost no survivors. Not even the once rock-solid S-REITs were spared, with real estate trusts in Singapore losing significant ground in recent weeks. Vijay Natarajan, RHB's resident property and REITs analyst, joined us on Prime Time to discuss how the pandemic is affecting the sector and overall outlook on major REIT sectors. He also reveals which REIT sectors might come out of this downturn better than others.

Download the podcast

24 September 2019
Why Are REITs Taking an Interest in Data Centres?
Data Centre acquistions are becoming a more prevalent play among Singapore's REITs. RHB's property analyst Vijay Natarajan joins us on Prime Time to talk about why the Data Centre play is so appealing, as well as the opportunities and possible risks in the increasingly more active REIT sector.

Download the podcast.

1 March 2019
Companies To Watch: APAC Realty
Vijay Natarajan, Analyst - Real Estate & REITs, RHB Research Institute takes a closer look at APAC Realty and shares his analysis.

Download the podcast.

Listen
Download SPH RADIO APP
Last Played
Last Played