To The Moon

SGX In-Person Seminar“Navigating 2H 2025: From Falling Yields to Singapore REIT Opportunities”Organised by Singapore Exchange (SGX)Date: Wednesday, 13 August 2025Time: 7:00 p.m. – 9:30 p.m. (registration opens 6:15 p.m.)Venue: SGX Auditorium, Level 2, SGX Centre 1, 2 Shenton Way, Singapore 068804Dress Code: Smart CasualAdmission: Free – advance registration requiredKey Takeaways• Safe-haven yields at multi-year lows: latest 6-month Singapore T-bill < 2 %; 10-year SSB average ≈ 2.49 %.• Cash-redeployment strategies in a lower-rate world.• Singapore REITs:– Underperformed U.S. equities for three years but showing 2025 recovery signs– Attractive valuations (P/B below historical mean) and dividend yields ≈ 6 %– Focus on REITs with strong balance sheets, low gearing, sustainable distribution

The $Straits Times Index(STI.SI)$ added 1.85% this week to close at 4,087.81, hitting a record high of 4,102.97, as Industrials took the lead in 2025 accumulated net institutional inflows. $OKP(5CF.SI)$, with Or Kim Peow at the helm for 58 years also hit an all-time high above S$1.00. Meanwhile, investor appetite for yield and digital infrastructure is set to be tested with the launch of the NTT DC REIT IPO on Monday.STI ended the week up 1.85% at 4,087.81. The new all-time high reached today was 4,102.97.LSEG WorkspaceSince the end of 2019 the STI has generated a 62% total return. A monthly DCA plan in an STI ETF has delivered a 7.0% compound annual growth rate since end-2019. While this t

Current price: S$ 5.73 Price/Book: 1.23x Price/Earnings: 7.43x Dividend Yield: 6.2% Source: SGX and SET as of 25 June 2023 What happened? • $PTT Exploration & Production NVDR(TPED.SI)$ is a leading producer of natural gas and crude oil in Southeast Asia that could benefit if oil prices recover. What are the key drivers? • Close to 60% of $PTT Exploration & Production NVDR(TPED.SI)$ ’s assets are in Thailand and other parts of Southeast Asia. The company’s petroleum production accounts for 62% of Thailand’s total production volume in 2022. • $PTT Exploration & Production NVDR(TPED.SI)$has a competitive average unit cost of about US$28/bbl. Wit

Source From Web$VENTURE CORPORATION LIMITED(V03.SI)$ , $UMS HOLDINGS LIMITED(558.SI)$ & $FRENCKEN GROUP LIMITED(E28.SI)$ have ranked as Singapore’s most traded Technology stocks over the past four weeks, with the trio averaging 14% gains, while booking S$48 million of net fund inflows. This follows average declines of 24% in total return in 2022 on S$139 million of net fund outflows.Global stocks have been led by the Technology Sector and SEMI Industry over the past four weeks, after these segments led declines in 2022. The mean reversion was on the back of an uptick in the outlook for global consumer growth, as China presses ahead with business-friendl

By Geoff Howie, Singapore Exchange’s Market Strategist，author of the SGX My Gateway Report.Geoff HowieThe $Straits Times Index(STI.SI)$ generated a 4.1% price gain in 2022, with reinvested dividends bringing the total return to 8.4%.For much of the year, the STI was among the strongest stock market benchmarks across the globe, and for the majors finished the calendar year just 1.0% behind Brazil’s $LYXOR BRAZIL (IBOVESPA) - ACC(RIOU.UK)$ Index. This means the STI well outpaced Indices across the Asia Pacific and Developed Economies across the globe over the year.The $STI ETF(ES3.SI)$ also remained the most traded stock index among Singapore ETF investors in 2022,