← Stories · Brief

OCBC Daily Credit Snapshot - 29 May 2026

ocbc-credit-research economics-business-work May 29, 2026 source →
Claims
115
Domain
economics-business-work
Reading time
7 min
Record
OCBC Daily Credit Snapshot - 29 May 2026

Claims from this story

Every atomic assertion extracted from the underlying record, ranked by evidence strength.

Some ECB members would not have opposed raising rates at the April meeting.

direct_quotestatedeconomics-business-workMay 29, 2026

Reports suggested that the U.S. and Iran had reached a tentative agreement on a 60-day memorandum of understanding.

paraphrasestatedeconomics-business-workMay 29, 2026

The Nasdaq posted record closing highs on Thursday.

paraphrasestatedeconomics-business-workMay 29, 2026

The S&P 500 posted record closing highs on Thursday.

paraphrasestatedeconomics-business-workMay 29, 2026

The ECB's April decision to keep rates unchanged was a close call for some policymakers.

paraphrasestatedeconomics-business-workMay 29, 2026

CapitaLand Ascott Trust (ARTSP) is divesting Robertson House by The Crest Collection in Singapore for SGD360mn.

paraphrasestatedeconomics-business-workMay 29, 2026

The MoU still requires approval from both leaders.

paraphrasestatedeconomics-business-workMay 29, 2026

ECB policymakers noted that they would have a much richer information set by the June meeting.

paraphrasestatedeconomics-business-workMay 29, 2026

Expectations for a June rate hike increased.

paraphrasestatedeconomics-business-workMay 29, 2026

Energy prices are likely to remain elevated for longer.

paraphrasestatedeconomics-business-workMay 29, 2026

Governments could again offer subsidies to shield consumers from high energy prices, similar to 2022.

paraphrasestatedeconomics-business-workMay 29, 2026

Such subsidies could potentially worsen the inflation problem.

paraphrasestatedeconomics-business-workMay 29, 2026

St. Louis Fed President Alberto Musalem warned that it would be risky to rely on the prospect of higher future productivity growth to solve today's inflation problem.

paraphrasestatedeconomics-business-workMay 29, 2026

The SGD SORA OIS curve traded lower yesterday.

paraphrasestatedeconomics-business-workMay 29, 2026

Shorter tenors of the SGD SORA OIS curve traded 1-2bps lower.

paraphrasemeasuredeconomics-business-workMay 29, 2026

Belly tenors of the SGD SORA OIS curve traded 2-3bps lower.

paraphrasemeasuredeconomics-business-workMay 29, 2026

The 10Y SGD SORA OIS curve traded 3bps lower.

paraphrasemeasuredeconomics-business-workMay 29, 2026

Flows in SGD corporates were moderate yesterday.

paraphrasestatedeconomics-business-workMay 29, 2026

Flows were noted in MFCCN 2.88% '36s.

paraphrasestatedeconomics-business-workMay 29, 2026

US Investment Grade spreads traded flat yesterday at 72bps.

paraphrasemeasuredeconomics-business-workMay 29, 2026

US High Yield spreads traded flat yesterday at 260bps.

paraphrasemeasuredeconomics-business-workMay 29, 2026

The Bloomberg Global Contingent Capital Index widened by 2bps to 225bps.

paraphrasemeasuredeconomics-business-workMay 29, 2026

Bloomberg Asia USD Investment Grade traded flat yesterday at 52bps.

paraphrasemeasuredeconomics-business-workMay 29, 2026

Bloomberg Asia USD High Yield spreads tightened by 1ps to 373bps.

paraphrasemeasuredeconomics-business-workMay 29, 2026

The divestment price of SGD360mn represents a 4% premium to Robertson House's book value as at end-2025.

paraphrasemeasuredeconomics-business-workMay 29, 2026

The transaction is notable versus ARTSP's market cap of SGD3.5bn as at 29 May 2026.

paraphrasestatedeconomics-business-workMay 29, 2026

The price tag represents SGD1.1mn per key.

paraphrasemeasuredeconomics-business-workMay 29, 2026

The 2025 EBITDA exit yield for Robertson House is 2.3%.

paraphrasemeasuredeconomics-business-workMay 29, 2026

The net gain from the divestment is approximately SGD38.1mn.

paraphrasemeasuredeconomics-business-workMay 29, 2026

ARTSP expects to complete the transaction in 3Q2026.

paraphrasestatedeconomics-business-workMay 29, 2026

The transaction enhances ARTSP's financial flexibility.

paraphrasestatedeconomics-business-workMay 29, 2026

Proceeds from the divestment can be redeployed into higher-yielding properties.

paraphrasestatedeconomics-business-workMay 29, 2026

Proceeds from the divestment can support asset enhancement initiatives (AEIs).

paraphrasestatedeconomics-business-workMay 29, 2026

Proceeds from the divestment can repay higher-interest debt.

paraphrasestatedeconomics-business-workMay 29, 2026

Proceeds from the divestment can fund general corporate purposes.

paraphrasestatedeconomics-business-workMay 29, 2026

ARTSP's redevelopment of Somerset Clarke Quay in Singapore is on track to complete by end-2026.

paraphrasestatedeconomics-business-workMay 29, 2026

Somerset Clarke Quay is expected to begin contributing income progressively from early-2027.

paraphrasestatedeconomics-business-workMay 29, 2026

Somerset Clarke Quay is a 192-unit serviced residence with a hotel licence.

paraphrasestatedeconomics-business-workMay 29, 2026

Commercial operations at the Keppel Sakra Cogen Plant have commenced.

paraphrasestatedeconomics-business-workMay 29, 2026

The Keppel Sakra Cogen Plant is a 600MW combined cycle gas turbine facility.

paraphrasestatedeconomics-business-workMay 29, 2026

The Keppel Sakra Cogen Plant increases KEPSP's power capacity by approximately 45%.

paraphrasemeasuredeconomics-business-workMay 29, 2026

The Keppel Sakra Cogen Plant is hydrogen-compatible.

paraphrasestatedeconomics-business-workMay 29, 2026

KEPSP now has up to 1900MW of power capacity.

paraphrasemeasuredeconomics-business-workMay 29, 2026

KEPSP's power capacity is supplanted by up to 200MW of imported low-carbon power from the region.

paraphrasemeasuredeconomics-business-workMay 29, 2026

The power plant is 70% owned by Keppel Asia Infrastructure Fund.

paraphrasemeasuredeconomics-business-workMay 29, 2026

The power plant is 30% owned by KEPSP.

paraphrasemeasuredeconomics-business-workMay 29, 2026

The Keppel Sakra Cogen Plant may form pipeline assets for other sponsored funds, such as Keppel Infrastructure Trust (KITSP).

paraphrasestatedeconomics-business-workMay 29, 2026

Toronto-Dominion Bank (TD) delivered a strong set of 2QFY2026 results.

paraphrasestatedeconomics-business-workMay 29, 2026

TD's adjusted earnings are up 15% year-over-year.

paraphrasemeasuredeconomics-business-workMay 29, 2026

TD's provision for credit losses (PCL) are down.

paraphrasestatedeconomics-business-workMay 29, 2026

TD's capital profile remains strong despite buybacks.

paraphrasestatedeconomics-business-workMay 29, 2026

The US anti-money laundering (AML) remediation remains the lingering uncertainty around TD's US restructuring program.

paraphrasestatedeconomics-business-workMay 29, 2026

TD's net income was reported at CAD4.25bn, up 15% year-over-year.

paraphrasemeasuredeconomics-business-workMay 29, 2026

All four core segments contributed to TD's bottom-line results.

paraphrasestatedeconomics-business-workMay 29, 2026

TD's Canadian banking net income was CAD1.93bn, up 15% year-over-year.

paraphrasemeasuredeconomics-business-workMay 29, 2026

TD's Canadian banking revenue growth was +5% year-over-year.

paraphrasemeasuredeconomics-business-workMay 29, 2026

TD's Canadian banking had lower PCL.

paraphrasestatedeconomics-business-workMay 29, 2026

TD's Canadian banking Net Interest Margin (NIM) was +2bps quarter-over-quarter to 2.85%.

paraphrasemeasuredeconomics-business-workMay 29, 2026

TD's Canadian banking efficiency ratio was 39.7%.

paraphrasemeasuredeconomics-business-workMay 29, 2026

TD's Canadian banking Return on Equity (ROE) was 31.3%.

paraphrasemeasuredeconomics-business-workMay 29, 2026