Kenny_Loh

SGX SREITS Specialist.REITsavvy Funder. Investment & Legacy Specialist.

    • Kenny_LohKenny_Loh
      ·22:03

      Stop! Before You Sell Your Portfolio at a Loss, Read This.

      In the heat of a market crash, the "red" on your screen can feel like a physical weight. Whether it’s a sudden 10% dip in stocks or a 40% "flash crash" in crypto, the psychological toll is real. However, history shows that for retail investors, the most expensive mistakes aren't made by the market—they are made by the investor in the moments following a crash. $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $iShares Russell 2000 ETF(IWM)$ $Straits Times Index(STI.SI)$ $SPDR Gold ETF(GLD)$ $NVIDIA(NVDA)$ Here is a practical guide on h
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      Stop! Before You Sell Your Portfolio at a Loss, Read This.
    • Kenny_LohKenny_Loh
      ·02-02

      S-REITs - Week 5 - 2026

      1. Keppel DC REIT $Keppel DC Reit(AJBU.SI)$ Performance: Reported a massive 55.2% YoY increase in distributable income for FY2025. Key Drivers: Growth was fueled by strategic acquisitions (Tokyo DC 3 and full ownership of four Singapore assets) and a significant 45% rental reversion. Yield: Full-year distribution yield stood at 4.61% based on the 2025 closing price. 2. Mapletree Pan Asia Commercial Trust (MPACT) $Mapletree PanAsia Com Tr(N2IU.SI)$ Performance: 3Q FY25/26 DPU rose 2.5% YoY to 2.05 cents. Key Drivers: Strong performance in Singapore (NPI up 5.3%) cushioned overseas headwinds. VivoCity was a standout, with NPI rising 10.1% on the back of a 14.7% rental uplift. Stability: Achieved a p
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      S-REITs - Week 5 - 2026
    • Kenny_LohKenny_Loh
      ·01-30

      From Floor to Flight: Is Prime US REIT Ready for a Major Re-Rating?

      Overview: Prime US REIT (SGX: OXMU) $Prime US ReitUSD(OXMU.SI)$ is a Singapore-listed real estate investment trust that provides investors with a "pure-play" exposure to high-quality Class A office real estate across key primary markets in the United States. Its portfolio currently features 13-14 freehold properties located in high-growth tech and business hubs such as Salt Lake City, Denver, Atlanta, and the San Francisco Bay Area. After a challenging period for the US office sector, Prime is currently positioned as a turnaround play. With a significant portion of its debt recently refinanced and a strategic shift to increase its distribution payout ratio (from 10% to 50%+), the REIT is attracting attention for its deep value—trading at a stee
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      From Floor to Flight: Is Prime US REIT Ready for a Major Re-Rating?
    • Kenny_LohKenny_Loh
      ·01-28

      Beyond the $5,000 Mark: What’s Next for the Yellow Metal in 2026?

      As of late January 2026, gold has entered a historic "super-rally," recently smashing through the $5,000 per ounce milestone for the first time in history. This surge follows an already record-breaking 2025, where prices rose by over 60% due to a rare convergence of macroeconomic and geopolitical factors. $SPDR Gold ETF(GLD)$ $UNITED GOLD & GENERAL "A" (SGD) ACC(SG9999001143)$ $FRANKLIN GOLD & PRECIOUS METALS "A" (USD) ACC(LU0496367417)$ d Gold Price Performance (2024–2026) The chart below illustrates the acceleration of gold prices from the $2,000 range in early 2024 to the recent breakthrough past the $5,000 barrier in January 2026.
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      Beyond the $5,000 Mark: What’s Next for the Yellow Metal in 2026?
    • Kenny_LohKenny_Loh
      ·01-20

      39 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐑𝐄𝐈𝐓𝐬 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐔𝐩𝐝𝐚𝐭𝐞 (𝐉𝐚𝐧 𝟐𝟎𝟐𝟔)

      📈 Technically, Singapore REITs sector (FTSE ST REIT Index) has rebounded strongly from the 695 support zone and is currently trading near major resistance at 729–731, maintaining a short-term uptrend with higher lows. A confirmed breakout above 731 may open upside towards 740–750, while failure could result in consolidation above 695–700.‌ 🔥 Total Market Cap = S$101.1B (⬆️ from S$98.2B) 🎯 Average Price/NAV = 0.86 (⬆️ from 0.83) 🎯 Average Distribution Yield = 5.41% (⬇️ from 5.58%) 🎯 Market Cap Weighted Avg Distribution Yield = 5.17% (⬇️ from 5.32%) 🎯 Average Gearing Ratio = 39.99% (➡️ unchanged) 💹 Average Yield Spread (vs SG 10Y Gov Yield) = 3.42% (⬇️ from 3.77%) 𝗕𝘂𝗹𝗹 / 𝗕𝗲𝗮𝗿 𝗖𝗮𝗹𝗹 𝗳𝗼𝗿 𝗦-𝗥𝗘𝗜𝗧 𝗦𝗲𝗰𝘁𝗼𝗿 (𝗜𝗻 𝗚𝗲𝗻𝗲𝗿𝗮𝗹): 🐮 Valuation (Sector still trading below NAV; selective value remains, especially
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      39 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐑𝐄𝐈𝐓𝐬 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐔𝐩𝐝𝐚𝐭𝐞 (𝐉𝐚𝐧 𝟐𝟎𝟐𝟔)
    • Kenny_LohKenny_Loh
      ·01-20

      FLCT’s Bullish Breakout: Is the $1.10 Mark Within Reach?

      Technical Analysis: Breaking Down the Chart The chart for $Frasers L&C Tr(BUOU.SI)$ shows a textbook recovery. After a period of consolidation in early 2025, the stock has entered a well-defined Uptrend Channel that signals strong institutional interest. The Power of "Support & Resistance" One of the most bullish signals on this chart is the transition of $0.985 from a stubborn resistance level into a solid support floor. You can see where the price struggled previously (highlighted by the blue circles), but once it broke above that ceiling, the stock used it as a "trampoline" to jump higher. This confirms that buyers are now stepping in at higher price points, a classic sign of a healthy uptrend. Moving Average Alignment The moving ave
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      FLCT’s Bullish Breakout: Is the $1.10 Mark Within Reach?
    • Kenny_LohKenny_Loh
      ·01-19

      From Bottoming to Breaking Out: The 2026 Roadmap for Elite UK REIT

      Navigating the Range: Elite UK REIT Strategic Analysis and Key Catalysts The chart for $EliteUKREIT GBP(MXNU.SI)$ shows a classic "rounding bottom" or "U-shaped" recovery pattern after a protracted downtrend that bottomed out in late 2023. Currently, the price is consolidating in a tight range, suggesting a "wait-and-see" approach from the market.‌ Technical Analysis (As of Jan 19, 2026)1. Price Action & Trend The Bottoming Process: After hitting a low near £0.210 in late 2023, the stock has established a series of "higher lows," a bullish signal that the long-term downtrend has ended. Consolidation Range: For the past few months (late 2025 to Jan 2026), the price has been oscillating between £0.340 (Support) and £0.365 (Resistance). It is
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      From Bottoming to Breaking Out: The 2026 Roadmap for Elite UK REIT
    • Kenny_LohKenny_Loh
      ·01-15

      Are S-REITs Finally a "Buy" in 2026? Kenny Loh Breaks Down the Winners

      Summary of “Money & Me” radio interview with Michelle Martin on MoneyFM89.3 Radio Station 1. The 2026 Outlook: A "Turning Point" Year The narrative for 2026 is one of recovery and transition. After two years of "restrictive" interest rates, the sector is entering what analysts call a two-year earnings upgrade cycle (2026–2027). 3 Key Turning Points Below: Rate Cut Impact: With the US Fed and domestic 3M SORA rates projected to settle around 1.2%–1.3% in 2026, the "cost-of-debt" drag is finally reversing. Dividend Uplift: Markets are forecasting low single digit uplift in DPU (Distribution Per Unit) as REITs replace maturing high-interest loans with cheaper financing. Price Potential: I anticipate a potential 10-15% price upside across the sector as yields normalize and the spread over
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      Are S-REITs Finally a "Buy" in 2026? Kenny Loh Breaks Down the Winners
    • Kenny_LohKenny_Loh
      ·01-14

      Bullish Momentum: UHREIT Technical Update: 52-Week High Reached as Bullish Momentum Decouples

      $UtdHampshReitUSD(ODBU.SI)$ United Hampshire US REIT (ODBU) has cleared a major technical hurdle, breaking out of a multi-month Symmetrical Triangle pattern. The REIT is currently trading at its 52-week high of US$0.530, riding a bullish wave above its key moving averages. With the 20-day MA (US$0.512) and 50-day MA (US$0.505) trending upwards, the technical backdrop is increasingly supportive. Fundamentally, the stock remains attractive, offering a distribution yield of ~8.0% and trading at an undervalued P/NAV of 0.71x. Support: Immediate floor at US$0.510 (breakout zone). Resistance: Immediate hurdle at US$0.540; analyst price targets extend to US$0.70. With the FY2025 results release approaching following the January 12 notification, watch
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      Bullish Momentum: UHREIT Technical Update: 52-Week High Reached as Bullish Momentum Decouples
    • Kenny_LohKenny_Loh
      ·01-14

      Technical & Bullish: LREIT Eyes 52-Week Breakout: Bulls Targeting $0.66 and Beyond

      ‌Lendlease Global Commercial REIT (JYEU) is exhibiting a clear bullish trend, currently trading at S$0.64. The price is holding firmly above its key moving averages, with the 20-day and 50-day MAs converging at S$0.62, creating a strong support zone. This follows a significant recovery from 2025 lows of S$0.44. $Lendlease Reit(JYEU.SI)$ ‌ The REIT is now testing the S$0.66 resistance level (52-week high). A high-volume breakout here could trigger a re-rating toward analyst targets of S$0.70 – S$0.75. Fundamental sentiment is supported by the JEM office divestment, which is expected to lower gearing to approximately 36.7%. Support: Immediate floor at S$0.62; major long-term support at S$0.57 (200-day MA). Resistance: Critical hurdle at S$0.66; p
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      Technical & Bullish: LREIT Eyes 52-Week Breakout: Bulls Targeting $0.66 and Beyond
       
       
       
       

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