Investment ThesisStabilisation of earnings and core revenues. With operations stabilising, we expect core revenues to continue their gradual recovery and for FY21 DPU to increase more than 12% y-o-y. Income contribution from the recent acquisitions will also begin contributing from 3Q21 onwards. Resumption of AEIs to drive organic growth. As the COVID-19 pandemic stabilises, ESR-REIT […]

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