Singapore developers win big as China eases property curbs

The measures will be relaxed in 2016.

A number of Singapore-listed developers will gain from China's expected easing of property buying curbs.

According to DBS Vickers, lifting of the curbs is likely to hinge on a significant price correction or significant stress in affordability on back of rising interest rates.

"We believe that any policy actions will likely be initiated in 2016, and targeted towards the mass market where the pressure is coming from an increase in supply completions. This could lead to a potential re-rating of Property stocks; our picks are stocks which have specific catalysts to unlock value," stated DBS.

These developers include Capitaland and Frasers Centrepoint. Other stocks with a diversified business model that generates strong and sustainable cashflows, such as Global Logistics Properties, will also benefit.

"In addition, these stocks offer exposure to China, riding on price recovery on the back of an easier credit environment,” DBS stated.

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