CapLand 52-W Highs: Are SREIT ETFs Smart Play?

Singapore’s REIT market has been shining in 2025. For Singapore investors, REITs have long been synonymous with steady cash flow and high dividends. With Singapore’s tax advantages, REIT ETFs could become an even more important tool for long-term portfolio allocation. Do you think it’s safer to buy individual REITs or go with ETFs? If you could only pick one REIT ETF, which would you choose—and why? With S-REITs hitting new highs, would you still chase now, or wait for a pullback? How do you think a Fed rate cut would impact REITs?

avatarKenny_Loh
2025-08-28

Singapore REITs Monthly Update: Analysis of 38 SREITs

Technical Analysis of FTSE ST REIT Index (FSTAS351020)FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased from 660.49 to 674.37 (2.10%) compared to last month's update. The index has recovered steadily since the April low, and is now consolidating just below the 684 level (previous high attained on 30 July). The 200D SMA is mostly reversed, suggesting improved market sentiment. Resistance around 675–680 has been for the past one month; a breakout above this zone could pave the way toward 700. The 50D SMA (663) and the 200D SMA (645) provide immediate support. Stronger support remains at 620, tested multiple times in 2024–2025.$CSOP iEdge SREIT ETF S$(SRT.SI)$ $CSOP iEdge SREIT ETF US
Singapore REITs Monthly Update: Analysis of 38 SREITs
avatarKenny_Loh
2025-08-27

Q&A for Singapore REITs Investment Forum at SGX on Tuesday

For those who are unable to attend the forum, I summarise the Q&A in panel discussion below: Bridging the Confidence Gap: How Overseas-Focused REITs Can Win Investor Trust I think the biggest challenge for overseas-focused REITs is really about familiarity and trust. When investors look at local REITs, they can easily relate to the assets – they know the malls, the offices, they can see them. With overseas assets, that familiarity gap creates concerns around asset quality, local regulations, and even currency risks. What I’ve seen work well is when REITs make a conscious effort to bridge that gap with education and transparency. For example, some REITs conduct detailed virtual tours, regular property updates, and even case studies on key tenants so investors feel they can “se
Q&A for Singapore REITs Investment Forum at SGX on Tuesday
avatarTiger_SG
2025-08-27

CapLand 52-W Highs: Are SREIT ETFs Smart Play?

Singapore’s REIT market has been shining in 2025. $CapLand IntCom T(C38U.SI)$ recently hit a fresh 52-week high, with YTD gains of 23%. Not only that, several other S-REITs have also set new highs this year.Click to learn more: S-REITs 52-Week Highs! Dividend Kings or Value Traps?Looking at the indices, over the past year the iEdge S-REIT Index rose 10.5%, while the global benchmark FTSE EPRA Nareit Index returned 12.5%, highlighting the overall resilience and appeal of the REIT sector.For investors, the challenge with picking individual REITs is:Different property types (retail, office, logistics, data centers) show wide performance divergence;Rental cycles and interest rat
CapLand 52-W Highs: Are SREIT ETFs Smart Play?
avatarKenny_Loh
2025-08-25

Navigating U.S. Estate Tax on U.S. Stock Holdings: A Guide for Singapore Investors

Introduction $Apple(AAPL)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Microsoft(MSFT)$ Amazon …… many of us, especially younger investors, are drawn to these US Stocks, known for their stellar performance over the years. The S&P 500 has delivered an average annual return of 10.33% since 1957 (Investopedia). However, did you know that owning these stocks directly as a non-U.S. person (like us) can trigger a significant tax burden upon death? This tax, the U.S. estate tax, can claim up to 40% of the value of your US assets, drastically reducing the wealth passed on to your beneficiaries.
Navigating U.S. Estate Tax on U.S. Stock Holdings: A Guide for Singapore Investors
avatarMickey082024
2025-08-29

CapitaLand’s Rally Tests Investors: Are S-REIT ETFs the Best Way to Play 2025?

$CapitaLandInvest(9CI.SI)$ Singapore’s REIT (S-REIT) market has entered 2025 with renewed vigor. CapitaLand Integrated Commercial Trust (CICT) and CapitaLand Ascendas REIT, two of the largest and most liquid trusts on the SGX, have surged to fresh 52-week highs, reflecting both local and global investor optimism about the sector. REITs have always been a cornerstone of Singaporean investing—valued for steady cash flow, generous dividend payouts, and the country’s unique tax advantages. But the rally raises critical questions. With valuations climbing, are S-REITs still attractive buys? Should investors pick individual names like CapitaLand Ascendas or Mapletree Logistics—or does it make more sense to go with broad-based S-REIT ETFs that spread r
CapitaLand’s Rally Tests Investors: Are S-REIT ETFs the Best Way to Play 2025?

AAPL Q3: iPhone Saves the Day: $94.6B Record Masks AI FOMO

-iPhone drives over-expected growth, innovation bottleneck and external risks suppress valuation upside space $Apple(AAPL)$ announced Q3 results, the overall performance exceeded market expectations, although the growth rate is still in the single digits, but revenue and EPS are at a new high, strong growth in iPhone and services is the main driver, AI and investment in innovation is still times the market cautious pricing.In spite of tariff costs and declines in certain product lines, a positive impact on the quarter, but the next challenge.Key TakeawaysQ3 revenue was $94 billion, up 10% year-over-year, and EPS was $1.57, up 12% year-over-year, both June quarter records.Key drivers: iPhone revenue up 13% to $44.6B (vs. market estimate of $39.8B),
AAPL Q3: iPhone Saves the Day: $94.6B Record Masks AI FOMO
avatarStocki_ai
2025-08-05

High Volatility in August? Analysis of COIN & HOOD and Q3 Hedging Strategies

View the full link of LIVEExecutive SummaryThis research report examines concerning market signals emerging from Q2 2025 earnings season, particularly the paradoxical negative reactions to strong earnings from $Robinhood(HOOD)$ and $Coinbase Global, Inc.(COIN)$ . Combined with technical indicators showing extreme $Cboe Volatility Index(VIX)$ compression, unusual dark pool activity, and unfavorable seasonal patterns, we identify multiple convergent factors suggesting elevated volatility risk for August-September 2025.The
High Volatility in August? Analysis of COIN & HOOD and Q3 Hedging Strategies
avatarTiger_SG
2025-07-30

S-REITs Earnings: Falling DPU, Still Worth It?

It's a packed earnings week for S-REITs — here's a look at which names stood out and which ones lagged behind!1. $KEPPEL REIT(K71U.SI)$ +2.11%, Yield: 5.88%Keppel REIT’s H1 2025 DPU fell 2.9% to S$0.0272. Distributable income dropped 1.4% to S$95.5 million, due partly to 25% of management fees being paid in cash.Despite lower payouts, property income rose 9.1% to S$136.5 million and NPI grew 11.8% to S$108.3 million, mainly from better performance at Australian assets.Portfolio occupancy stood at 95.9%, with rental reversion at 12.3%. Annualized yield is 6.1% with a 4.8-year WALE and 3.51% average financing cost.2. $First Reit(AW9U.SI)$ -3.57%, Yield: 8.89%H1 2025 DPU declined 5.8% to S$0.0113. Reve
S-REITs Earnings: Falling DPU, Still Worth It?
avatarXaddy_Analyst
2025-07-09

Singapore Banks on Fire: Will UOB or OCBC Be the Next to Soar?

Singapore’s banking sector is stealing the spotlight, with DBS Group Holdings (DBS) smashing an all-time high at ~S$44.46 and Oversea-Chinese Banking Corporation (OCBC) riding a six-day winning streak to ~S$17.07. Investors are now turning their gaze to United Overseas Bank (UOB), wondering if it will be the next to break through to new highs. With record profits, robust dividend yields, and a resilient Singapore economy, these banks are defying global trade tensions. But which one—UOB or OCBC—should you add to your portfolio to catch this rally? This report dives into the catalysts driving Singapore’s banking boom, compares UOB and OCBC’s potential, and outlines strategic investment approaches to maximize gains while navigating risks. UOB Likely to Set New High Next It seems likely that U
Singapore Banks on Fire: Will UOB or OCBC Be the Next to Soar?
avatarTiger_SG
2025-07-15

Forget the Big 3 SG Banks? Check Out These SG Stocks Up 20%+ YTD!

As the broader market and U.S. stocks hit new highs, have you noticed that some Singapore stocks are quietly reaching new highs too?When we talk about strong performers, the three major banks probably come to mind. But in fact, aside from DBS, the other two haven’t broken their historical highs yet.Surprisingly, beyond these big names, some Singapore companies have achieved over 80% YTD gains!Let’s take a look at the SG stocks that hit new highs recently!1. $DBS(D05.SI)$ reached a new high of SGD 46.36 last Friday, with a YTD gain of 8.71%.DBS posted a 2% YoY decline in net profit for 1Q25. However, total fee income surged to a record high of S$1.5 billion (+18% YoY), driven by strong growth in wealth management and market trading performance. N
Forget the Big 3 SG Banks? Check Out These SG Stocks Up 20%+ YTD!
avatarXaddy_Analyst
2025-07-07

Singapore’s Market Sizzles: Which Stocks Will Join the All-Time High Club?

Singapore’s stock market is on fire in July 2025, with the Singapore Exchange (SGX) and DBS Group Holdings smashing all-time highs, signaling robust momentum in the Lion City’s financial sector. SGX surged 15% year-to-date (YTD) to S$11.50, driven by record trading volumes, while DBS climbed 20% YTD to S$42.50, fueled by strong loan growth and digital banking wins. As REITs like CapitaLand Integrated Commercial Trust (CICT) also hit record levels, investors are hunting for the next breakout stars. Which Singapore stocks could join this elite club, and are DBS or SGX still worth buying at these peaks? This report explores the catalysts driving Singapore’s market, highlights underrated stocks with high potential, and outlines strategic investment approaches to seize golden opportunities whil
Singapore’s Market Sizzles: Which Stocks Will Join the All-Time High Club?
avatarXaddy_Analyst
2025-07-30

S-REITs Under Siege: Are Earnings Plunges the New Normal?

The Singapore Real Estate Investment Trust (S-REIT) sector is reeling as the July 2025 earnings season kicks off with a bang—and not the good kind. With 37 trusts set to report between July 28 and August 14, the initial wave of results has triggered sharp sell-offs on earnings day, sparking fears of a broader trend. Sabana Industrial REIT soared 26.9% in DPU, yet its stock tanked 5%. OUE REIT’s 5.4% DPU gain couldn’t stop a 3% drop. Are declining profits and trade tensions signaling a sector-wide slump, or is this a temporary overreaction? This deep dive explores which S-REITs missed the mark, why profits are shrinking, and whether this spells trouble—or opportunity. The Earnings Shockwave The season started with a jolt as seven S-REITs reported last week (July 23-25), and the market respo
S-REITs Under Siege: Are Earnings Plunges the New Normal?
avatarorsiri
2025-07-08

DBS and SGX Hit Their Stride — But Who’s Warming Up Next?

Last week, DBS climbed to an all-time high, striding in behind the Singapore Exchange and a surge of REITs that had already enjoyed their moment in the sun. The obvious question now is: what next? Is there still upside in the current winners, or should we look to the rest of the SGX leaderboard for the next breakout acts? Personally, I think the stars have aligned for a different class of Singapore stocks — those with strong balance sheets, sector momentum, and just enough undervaluation to surprise. The next market leaders are already stepping into frame Sembcorp: Singapore’s Quiet Renewable Juggernaut Let’s start with the standout. $SEMBCORP INDUSTRIES LTD(U96.SI)$ is on fire — up over 51% year-on-year and now testing its 52-week high of S$7.3
DBS and SGX Hit Their Stride — But Who’s Warming Up Next?
avatarIPO_Focus
2025-07-22

NTT DC REIT USD(NTDU.SI), One of the Largest IPO in SGX in the Past 4 Years

$NTT DC REIT USD(NTDU.SI)$ The data center real estate trust ( $NTT DC REIT USD(NTDU.SI)$ DC REIT), owned by Japanese telecommunications giant NTT, has completed its listing on the Singapore Exchange (SGX), becoming one of the largest initial public offerings (IPOs) in Singapore in the past four years. The REIT raised a total of approximately US$600 million, with an asset portfolio covering six data centers in the United States, Singapore and Austria, with a total asset valuation of more than US$1.6 billion, an overall IT load of 90 megawatts, and an occupancy rate of 94.3%. The REIT focuses on the positioning of "high quality and stable income" and is expected to provide a distribution yield (DPU)
NTT DC REIT USD(NTDU.SI), One of the Largest IPO in SGX in the Past 4 Years
avatarMickey082024
2025-07-07

SGX and DBS Soar to Record Highs: 5 Singapore Golden Stocks That Could Be Next

$DBS(D05.SI)$ Singapore’s equity markets are having a standout moment in 2025. Both the Singapore Exchange (SGX: S68) and DBS Group Holdings (SGX: D05) have recently notched fresh all-time highs, buoyed by strong earnings, resilient balance sheets, and renewed investor interest in Southeast Asia’s economic hub. For investors who may have missed these rallies, the pressing question is clear: which other Singapore “golden stocks” might catch up next? In this article, we review the drivers behind SGX’s and DBS’s ascent, analyze broader market sentiment, and identify other high-quality Singapore-listed companies that are poised to benefit from current trends. We conclude with actionable takeaways for investors looking to capitalize on Singapore’s co
SGX and DBS Soar to Record Highs: 5 Singapore Golden Stocks That Could Be Next
avatarBarcode
2025-07-31
$ESR REIT(9A4U.SI)$ $Kep Infra Tr(A7RU.SI)$ $First Reit(AW9U.SI)$ 📊🔥🧭 S-REIT earnings decoded: growth surges, dividend dilemmas, and tactical positioning ahead! 🧭🔥📊 I’m diving straight into this heavy-hitting S-REIT earnings week with six tickers under the microscope. I’ve integrated every chart level, every earnings metric, and every technical trigger to find the names poised to outperform. This isn’t just a recap; it’s an execution plan for growth, income, or both. I’m positioning into strength: the two REITs rewriting the growth script $ESR REIT (9A4U.SI) just delivered an absolute standout. Revenue soared 23.2% to S$222.9M, while NPI surged 30.1% to
avatarKenny_Loh
2025-08-21

United Hampshire US REIT: Bullish Breakout from Symmetrical Triangle—Trend Reversal Ahead?

Technical Analysis: United Hampshire US REIT The chart for $UtdHampshReitUSD(ODBU.SI)$ (denominated in USD) shows a multi-year symmetrical triangle formation spanning from early 2022 through August 2025. This pattern is characterized by converging trendlines: a descending upper resistance line and an ascending lower support line, both evident from the major high and low points on the chart. Key Observations Symmetrical Triangle: This classic consolidation pattern typically precedes a strong move, but the direction—up or down—is confirmed only by a breakout. Breakout Signal: Recently, the price pierced above the upper trendline, suggesting a potential bullish breakout. This is apparent by the sharp green candlestick just past the triangle’s apex
United Hampshire US REIT: Bullish Breakout from Symmetrical Triangle—Trend Reversal Ahead?
avatarXaddy_Analyst
2025-07-25

Singapore’s Earnings Surge: Keppel DC REIT’s 12.8% DPU Boost Fuels STI’s Epic Rally

The Straits Times Index ( $Straits Times Index(STI.SI)$ ) is rewriting history, soaring for 14 consecutive trading days to mark its longest winning streak ever. As Singapore’s H1 2025 earnings season kicks into high gear, investors are buzzing with anticipation: Can this momentum propel the STI to new heights, or is a pullback lurking? Keppel DC REIT (SGX: AJBU) has emerged as a star, reporting a 12.8% increase in distribution per unit (DPU) to S$0.05133 for H1 2025, driven by booming data center demand. With REITs showcasing stability amid global volatility, are they the safe haven investors need? This report dives into the STI’s rally, Keppel DC REIT’s standout performance, the broader REIT landscape, and strategic investment approaches to sei
Singapore’s Earnings Surge: Keppel DC REIT’s 12.8% DPU Boost Fuels STI’s Epic Rally
avatarMickey082024
2025-07-08

Deep Financial Dive: Singapore’s Golden Stocks to Watch

$ocbc bank(O39.SI)$ $UOB(U11.SI)$ $CapitaLandInvest(9CI.SI)$ $Singtel(Z74.SI)$ $Keppel(BN4.SI)$ While SGX and DBS have already reached record highs in 2025, the following five “golden stocks” could offer value and income at current levels. Below, we examine their financial strength, valuation, and dividend sustainability in detail to help investors make informed decisions. 1. Oversea-Chinese Banking Corporation (OCBC, SGX: O39) Financial Snapshot Market Cap: ~S$62 billion 2024 Net Profit: S$6.4 billion (+11% YoY) Return on Equity (ROE): ~11% Capital Adequacy Ratio (CET
Deep Financial Dive: Singapore’s Golden Stocks to Watch
avatarXaddy_Analyst
2025-07-23

Singapore H1 2025 Earnings Season: Will the STI Soar or Stumble?

The Straits Times Index (STI) has been on a tear, climbing for 12 consecutive trading days to mark its longest winning streak in history. This unprecedented rally, driven by robust performances in banking, telecommunications, and industrial sectors, has investors buzzing with optimism. However, as Singapore’s H1 2025 earnings season approaches its peak in August, the question looms: can the STI sustain its upward trajectory, or is a pullback on the horizon? This comprehensive analysis dives into the factors influencing the STI’s outlook, highlights key companies to watch, and explores global influences that could shape market sentiment. STI’s Historic Rally: A Closer Look The STI’s 12-day winning streak has been fueled by strong performances in key sectors. Banking stocks, such as DBS Grou
Singapore H1 2025 Earnings Season: Will the STI Soar or Stumble?