To The Moon

— A conversation with REIT expert Kenny Low ( Michelle Martin ,MoneyFM89.3)Executive SummaryWith bank valuations near historical highs and the U.S. 10-year yield still above 4.2%, Singapore REITs (S-REITs) are flashing a “technical breakout + dividend yield premium” signal. The sector, however, still needs two catalysts: (1) institutional money flowing back and (2) clear Distribution Per Unit (DPU) recovery. Kenny Loh’s advice:Do not “sell all banks and go all-in REITs”; rebalance gradually.Focus on individual names with visible DPU inflection points or repaired balance sheets.1. Macro & Index: S-REITs Just Exited a Two-Year DowntrendIndex performance: After “down-sideways-up” from 2H 2024 to 1H 2025, the FTSE ST REIT Index hit a fresh high of 689 in August.12-month total return: 10.5

Thanks for sharing just wonder I still think want to invest

The penalty is peanut.  Shooting now.

Yes buy then dips

Finally the " car wash" case comes to the end. The management can concentrate on the operation for Seatrium. Reborn of the next SGX star.... Seatrium

Very simple before Aug 1st everything is very uncertainty. So stock will drop, just wait for after 1st Aug then see what cheap stock to buy

I think the market seems to have overreacted as the fine has been accounted for and does not affect profit. However, investors will still lose confidence in such a company and will never know if more of such news will appear. It is fortunate to have escaped further penalty by Singapore. I will not buy both. At this point, we do not know the effect of the various tariffs on its business. I view both seatrium and Sembcorp as vulnerable to the impact of tariffs though Sembcorp might be less vulnerable. To me, it would be safer to watch what unfolds before deciding to invest in them. @LuckyPiggie @SPOT_ON @Success88

S-REITs hitting fresh 52-week highs in 2025 is proof that yield still matters, even in a world obsessed with AI stocks and big tech breakouts. The SGD 400 million in net retail inflows is telling—Singaporeans love their dividends, and the stability of S-REITs has become a kind of financial comfort food in an uncertain world. But while retail investors are buying in droves, institutions have quietly taken the other side of the trade, offloading over SGD 500 million in the first half of the year. This sharp divergence begs the question: are we looking at true dividend kings or just value traps in disguise? Which REITs have room to grow? Not all S-REITs are created equal. Data centre and logistics-focused names like Keppel DC REIT, Mapletree Logistics Trust, and Ascendas REIT stand out with s

Seatrium’s $Seatrium Ltd(5E2.SI)$ 5.42% drop today surprised me, especially after strong results — net profit up over 300%, revenue up 33.7%, and margins improving. I think the market is still reacting to the S$240 million fine from the Brazilian probe, even though it was already provisioned and won’t affect FY2025 profit. The reputational concerns likely triggered short-term selling. That said, I see long-term value. With a S$18.6 billion order backlog and 34% tied to green projects, Seatrium is well-positioned for recovery. Citibank’s target price of S$2.65 adds to my confidence. I’m also watching Sembcorp for its clean energy focus & consistent track record. In terms of oversold plays, I think $

$Seatrium Ltd(5E2.SI)$ fell 5.42% today, closing at S$2.27, even after delivering a strong set of results for the first half of 2025.Net profit of S$144.4 million, up over 300% yoy, marking the second time it has achieved a first-half profit since its restructuring.Revenue rose 33.7% to S$5.4 billion, and gross profit margin improved from 3.7% to 7.4%.EBITDA climbed 31% to S$407 million.EPS increased to S$0.0426Maintained its policy of not declaring an interim dividend.As of end-June, Seatrium held a net order backlog of S$18.6 billion, with 34% of it tied to renewable energy and green projects.Seatrium resolves fines linked to Brazilian corruption probe - Splash247Why did the stock drop despite strong earnings?Market concerns linger over the ma

Said a lot but said nothing 😵‍💫

Time to wait   and add as soon 

Replying to @Tiger_SG:Thank you[Heart]//@Tiger_SG:coins have been sent~//@MHh:I believe CICT and Keppel dc reit would still have room to grow in the second half of 2025. CapitaLand holds most of the malls that Singaporeans are familiar with and with limited entertainment and nature in Singapore, it has become the favourite pastime for Singaporeans. I believe Keppel dc reit will be able to continue to ride the AI and tech wave, with increased demand yet limited supply in land scarce singapore. With the fed expected to cut rates, SREITs would have room to rise so im definitely on the side of retail investors. Compared to US a

【SRT】 Gains over the week were led by industrial, data centre, and office by subsector and KDCREIT, CLAR, and MLT by individual REIT. KDCREIT rose amid Maybank Research’s initiation of a buy coverage. As for CLAR, Bloomberg analyst said 1H25 NPI could rise on rent hikes and contributions from acquisitions, developments and renovations, albeit partially offset by lower occupancy and disposals. Given 1Q’s +11% rent reversion, 2Q’s reversion could be strong and CLAR could guide 2025 rent reversion higher to mid-single-digit. $CSOP iEdge SREIT ETF S$(SRT.SI)$ 2025 WTD Total Return: +1.51% 【MMF】 As a result of headlines surrounding Trump’s threats to replace Fed Chair Powell, the US Treasury market saw volatility over the week. Even though Trump dism

🪙 $Frasers Cpt Tr(J69U.SI)$ renewed Property Management Agreement In Relation To Northpoint City South Wing 🪙AIMS Financial Group Boosts Stake In $AIMS APAC Reit(O5RU.SI)$ To 18.66% In Strategic Acquisition - Reinforcing The Sponsor's Long-Term Commitment And Confidence 🪙  $Mapletree Log Tr(M44U.SI)$ - Completion of Divestment of 31 Penjuru Lane and Subang 2 in Malaysia 🪙 $Frasers L&C Tr(BUOU.SI)$ divest 357 Collins Street in Melbourne for A$192.1 million 🪙 Upcoming Events at SGX Auditorium - Aug 13 & Aug 26. Registration link can be found at REITsavvy website. #reitnews #SGREITsweeklyupdate #SGR

$DBS(D05.SI)$  $PropNex(OYY.SI)$   Mortgage rates coming down Hdb resale index and private property prices look poised to spike Banks will do good business with more new loans Property agents will huat the most Recession? Dont bet on it.  Bears sound smart but bulls make money

S-REITs are not shooting-star growth plays, yet they are far from yesterday’s story. With valuations still below the ten-year norm and borrowing costs easing, quality names such as Keppel DC, Ascendas, CICT, FCT, and AA-REIT look positioned to extend their run in the back half of 2025. Pick selectively, reinvest the distributions if you are still in accumulation mode, and let the Singapore property managers do the heavy lifting while you enjoy the passive income down here in Aotearoa. This is commentary, not personalised financial advice, so do your own homework or chat with a licensed adviser if needed.

I would say it is just trading at the right value level. More to come!

Value trap. Investing in SG stocks are a waste of time and money. Unless you started 30 years ago in banking stocks, the other SG stocks has no hope.

I believe REIT still have room to grow in 2025.

— A conversation with REIT expert Kenny Low ( Michelle Martin ,MoneyFM89.3)Executive SummaryWith bank valuations near historical highs and the U.S. 10-year yield still above 4.2%, Singapore REITs (S-REITs) are flashing a “technical breakout + dividend yield premium” signal. The sector, however, still needs two catalysts: (1) institutional money flowing back and (2) clear Distribution Per Unit (DPU) recovery. Kenny Loh’s advice:Do not “sell all banks and go all-in REITs”; rebalance gradually.Focus on individual names with visible DPU inflection points or repaired balance sheets.1. Macro & Index: S-REITs Just Exited a Two-Year DowntrendIndex performance: After “down-sideways-up” from 2H 2024 to 1H 2025, the FTSE ST REIT Index hit a fresh high of 689 in August.12-month total return: 10.5

Singapore’s REIT market is on fire, with top performers like Frasers Hospitality Trust, CapitaLand Integrated Commercial Trust, and First REIT hitting 52-week highs in H1 2025. Retail investors poured SGD 400 million into S-REITs as of June 26, 2025, drawn by juicy dividend yields, while institutions sold off SGD 500 million, wary of high valuations and interest rate risks. With the iEdge S-REIT Leaders Index up 11.7% since April, the question looms: Are these high-flying S-REITs dividend kings poised for more gains in H2 2025, or are they value traps waiting to trip investors? This report dives into their performance, growth prospects, investor dynamics, and strategic investment approaches to capitalize on this rally while managing risks. S-REITs’ H1 2025 Performance: A Resilient Rally Th

Last week, we reviewed different types of S-REITs, and many tigers shared your favorite picks in the comments section. Click here for details: S-REITs Hit 52 Week High! Why Do We Invest in REITs?As it turns out, the REITs selected by tigers have all performed well in the first half of the year! This week, let’s take a look at the S-REITs that have hit all-time highs or 52-week highs year-to-date.In the first half of 2025, retail investors were net buyers of S-REITs, with total net inflows of approximately SGD 400 million as of June 26. In contrast, institutional investors were net sellers, with more than SGD 500 million in net outflows.Several S-REITs, including CapitaLand Integrated Commercial Trust (CICT), Frasers Cen

NTT DC Debut: Will You Buy Data Center REIT? 💻 Singapore just witnessed its largest IPO in four years — and it was all about digital infrastructure. NTT DC REIT raised a strong US$773M, backed by Japan’s telecom giant NTT, offering investors rare exposure to the fast-growing world of data centres. But instead of a breakout, the stock opened with a whimper. So here’s the question smart investors are asking: Was this just a bad day to list — or a long-term play misunderstood by the market? 📉 IPO Recap: Why the Tepid Debut? Despite solid fundamentals, sentiment around REITs remains shaky. With interest rates still elevated and uncertainty over the next SORA move, institutional buyers are cautious about yield-heavy products. Add in global IPO fatigue and rising utility costs for data centre op

【SRT】 Gains over the week were led by industrial, data centre, and office by subsector and KDCREIT, CLAR, and MLT by individual REIT. KDCREIT rose amid Maybank Research’s initiation of a buy coverage. As for CLAR, Bloomberg analyst said 1H25 NPI could rise on rent hikes and contributions from acquisitions, developments and renovations, albeit partially offset by lower occupancy and disposals. Given 1Q’s +11% rent reversion, 2Q’s reversion could be strong and CLAR could guide 2025 rent reversion higher to mid-single-digit. $CSOP iEdge SREIT ETF S$(SRT.SI)$ 2025 WTD Total Return: +1.51% 【MMF】 As a result of headlines surrounding Trump’s threats to replace Fed Chair Powell, the US Treasury market saw volatility over the week. Even though Trump dism

Honored to be invited as a guest to witness the NTT DC REIT IPO debut on SGX today. It was a great pleasure meeting many VIPs and key figures at SGX. Excited to see such a landmark listing and the bright future ahead for data centre REITs! Key Highlights Largest REIT IPO on SGX in a Decade: $NTT DC REIT USD(NTDU.SI)$, a data centre-focused real estate investment trust sponsored by NTT Group, debuted on the Singapore Exchange (SGX) today, marking the largest REIT listing on the exchange in ten years. IPO Details: Offer Price: US$1.00 per unit Total Funds Raised: US$773 million Units Offered: About 600 million units (569.9 million via international placement, 30 million via Singapore public offer at S$1.276 per unit). Market Capitalisation at Lis

🔥 Retail Investors Are Loading Up 💸, Institutions Are Exiting 📤—Is This the Last Great REIT Rally or a Trap in Disguise? Over SGD 400 million of retail buying has poured into Singapore REITs just this month… while institutional investors quietly offloaded nearly SGD 500 million. That’s not just a flow mismatch — that’s a full-on sentiment split. And it’s happening right as multiple S-REITs are punching through 52-week highs. So here’s the million-dollar question: are we witnessing the return of the dividend king — or walking into a well-camouflaged value trap? 🏢 S-REITs Soaring – But Why? It’s impossible to miss the REIT rebound if you’ve opened your SGX watchlist lately. From commercial to logistics to hospitality REITs, names across the board are breaking out. Retail investors are chasin

S-REITs hitting fresh 52-week highs in 2025 is proof that yield still matters, even in a world obsessed with AI stocks and big tech breakouts. The SGD 400 million in net retail inflows is telling—Singaporeans love their dividends, and the stability of S-REITs has become a kind of financial comfort food in an uncertain world. But while retail investors are buying in droves, institutions have quietly taken the other side of the trade, offloading over SGD 500 million in the first half of the year. This sharp divergence begs the question: are we looking at true dividend kings or just value traps in disguise? Which REITs have room to grow? Not all S-REITs are created equal. Data centre and logistics-focused names like Keppel DC REIT, Mapletree Logistics Trust, and Ascendas REIT stand out with s

$Seatrium Ltd(5E2.SI)$ fell 5.42% today, closing at S$2.27, even after delivering a strong set of results for the first half of 2025.Net profit of S$144.4 million, up over 300% yoy, marking the second time it has achieved a first-half profit since its restructuring.Revenue rose 33.7% to S$5.4 billion, and gross profit margin improved from 3.7% to 7.4%.EBITDA climbed 31% to S$407 million.EPS increased to S$0.0426Maintained its policy of not declaring an interim dividend.As of end-June, Seatrium held a net order backlog of S$18.6 billion, with 34% of it tied to renewable energy and green projects.Seatrium resolves fines linked to Brazilian corruption probe - Splash247Why did the stock drop despite strong earnings?Market concerns linger over the ma

We explored the key differences between these investment approaches, weighing the pros and cons to help investors make informed decisions. ‌Here’s a quick breakdown: ‌🏢 𝗥𝗘𝗜𝗧𝘀 ✔️ Lower capital outlay—start with just a few hundred dollars on the SGX ✔️ High liquidity—buy/sell units instantly on the market ✔️ Diversification across multiple property sectors ✔️ Hands-off management—professionals handle operations ⚠️ Subject to market volatility, limited investor control ‌🏡 𝗣𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 ✔️ Direct property ownership with potential for appreciation ✔️ Generates rental income (though taxable in Singapore) ✔️ Full control over tenant selection, renovations, and sales ⚠️ High upfront costs (down payment, stamp duties, legal fees) ⚠️ Requires active management, less liquidity.‌ Conclusion REI

Capland Ascendas (A17U), Mapletree Ind trust (ME8U), CapitaLand investment A17U :have total assets under management from S$18 billion to S$17.6 billion and increase its Singapore exposure to 67% of the portfolio. CLAR’s data centre exposure will grow from S$1.4 billion to S$1.9 billion, with 54% of this now based in Singapore. Dividend Yield: 5.5% ME8U:  Data centers represent 56% of its portfolio, with significant assets in North America at 46.1%. Overall portfolio occupancy from stand at 92.1%, rooms to improve. Dividend Yield: 6.7% CapitaLand investment outlined its growth strategy, targeting a significant increase in funds under management (FUM) from $99 billion in 2023 to $200 billion by 2028. Dividend Yield:4.3%

Seatrium’s $Seatrium Ltd(5E2.SI)$ 5.42% drop today surprised me, especially after strong results — net profit up over 300%, revenue up 33.7%, and margins improving. I think the market is still reacting to the S$240 million fine from the Brazilian probe, even though it was already provisioned and won’t affect FY2025 profit. The reputational concerns likely triggered short-term selling. That said, I see long-term value. With a S$18.6 billion order backlog and 34% tied to green projects, Seatrium is well-positioned for recovery. Citibank’s target price of S$2.65 adds to my confidence. I’m also watching Sembcorp for its clean energy focus & consistent track record. In terms of oversold plays, I think $

🌟🌟🌟Are SG Reits Dividend Kings or Value Traps?  To me SReits are income focused vehicles, not moonshot growth plays.  SReits offer me a great source of passive income with nice, juicy dividends which is heaps better than putting money in   savings deposits. However not all SReits are created equal.  My favourite SReit is $CapLand IntCom T(C38U.SI)$ which is currently the largest SReit in Singapore with a market capitalisation of SGD 16.02 billion. Being the largest SReit matter because it means better liquidity, easier to trade and more likely to be held by big institutions and ETFs.  It is also backed by Temasek Holdings. CICT's scale gives it pricing power, tenant diversity and resilience, making it one of my c

Replying to @Tiger_SG:Thank you[Heart]//@Tiger_SG:coins have been sent~//@MHh:I believe CICT and Keppel dc reit would still have room to grow in the second half of 2025. CapitaLand holds most of the malls that Singaporeans are familiar with and with limited entertainment and nature in Singapore, it has become the favourite pastime for Singaporeans. I believe Keppel dc reit will be able to continue to ride the AI and tech wave, with increased demand yet limited supply in land scarce singapore. With the fed expected to cut rates, SREITs would have room to rise so im definitely on the side of retail investors. Compared to US a

I believe CapitaLand Integrated Commercial Trust and Keppel DC REIT still have growth potential in the second half of 2025. CICT benefits from strong retail and office recovery with key assets like ION Orchard, while Keppel DC REIT rides on digitalisation trends, supported by stable long-term leases in the data centre space. Despite institutional selling, I side with retail investors who have been steadily buying. The steady inflows reflect confidence in S-REITs' resilience and dividend yields. It is also telling that some REITs, like CICT and Parkway Life, attracted net institutional inflows, hinting at selective institutional support. S-REITs may not match equities in growth, but their stability and income appeal are strong. I allocate about 20 to 25 percent of my portfolio to REITs for

NTT DC REIT debut day saw the REIT rose to a high of 3% and closed flat on day 1 of trading. This could mean that investors who are keen in it had already  got what they wanted. In the days ahead, more interest may be generated as the news of the debut catches attention.  Getting in at USD$1 is good for retail investors who did not participate in the earlier IPO  I expect the REIT to gain significant interest and demand as the AI enthusiasm continues to drive demand for Data Centres . A look at current NVIDIA and other prominent AI stock share prices serve to show the interest and demand for them remains strong. I expect NTT DC REIT to rise at least 5 to 8 percent in the weeks ahead.

🪙 $Frasers Cpt Tr(J69U.SI)$ renewed Property Management Agreement In Relation To Northpoint City South Wing 🪙AIMS Financial Group Boosts Stake In $AIMS APAC Reit(O5RU.SI)$ To 18.66% In Strategic Acquisition - Reinforcing The Sponsor's Long-Term Commitment And Confidence 🪙  $Mapletree Log Tr(M44U.SI)$ - Completion of Divestment of 31 Penjuru Lane and Subang 2 in Malaysia 🪙 $Frasers L&C Tr(BUOU.SI)$ divest 357 Collins Street in Melbourne for A$192.1 million 🪙 Upcoming Events at SGX Auditorium - Aug 13 & Aug 26. Registration link can be found at REITsavvy website. #reitnews #SGREITsweeklyupdate #SGR

I think the market seems to have overreacted as the fine has been accounted for and does not affect profit. However, investors will still lose confidence in such a company and will never know if more of such news will appear. It is fortunate to have escaped further penalty by Singapore. I will not buy both. At this point, we do not know the effect of the various tariffs on its business. I view both seatrium and Sembcorp as vulnerable to the impact of tariffs though Sembcorp might be less vulnerable. To me, it would be safer to watch what unfolds before deciding to invest in them. @LuckyPiggie @SPOT_ON @Success88