To The Moon

Dbs as it is very stable 

Many years ago I felt it was one of my worst investment mistakes to buy Keppel. I had bought it at $8. But with all the dividends at around 4% over the years and now in some snug profits, it is not too bad. The PE ratio is around 15, and it has shown itself to be capable of astute, strategic transformation such assets monetisation, it is a keeper.

$SIA(C6L.SI)$  Good long term out look, can hold on if you have the counter 

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

Not at current high.. The percentage of dropping Vs the percentage of raises..  We might see next high for Keppel is around 9.0. The dip we might see is 7.0 So I won't buy keppel now. As for REITs, I have began accumulating of HMN, ME8U ,9CI etc.. $Mapletree Ind Tr(ME8U.SI)$  

Nopes. Not into Reits. Quite slow returns eh. @Maud Hutt  @Star in the Sky  @CharlesBaker  

Keppel DC REIT and other REITs have reported strong financial quarters due to several factors: Key Drivers of Strong Financial Performance - Positive Rental Reversions: Keppel DC REIT achieved a 7% positive rental reversion in 1Q2025, contributing to its robust earnings growth. - Acquisitions and Portfolio Optimization: Strategic acquisitions, such as Keppel DC Singapore 7 & 8 and Tokyo DC1, have driven earnings growth and improved portfolio occupancy. - Healthy Portfolio Occupancy: Keppel DC REIT's portfolio occupancy rate stands at 96.5%, with a long weighted average lease expiry (WALE) of 7.1 years. - Low Gearing Ratio: Keppel DC REIT's aggregate leverage is at 30.2%, with an average cost of debt of 3.1%, indicating a stable financial position. - Strong Sponsor Support: Backed by re

Good

Not holding any because I'm too young but I won't be trading Singapore stocks either when I'm of age.

-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),

Keppel is pretty good

Have Keppel in watchlist but yet to buy.

Keppel Corporation (SGX: BN4) just delivered a solid set of results and the market took notice. Keppel (BN4.SI) The company reported a 24% year-on-year increase in attributable profit for the first half of the year, signaling strong operational performance across its diverse business units. Adding fuel to the momentum, Keppel also announced a sizeable $500 million share buyback programme, which tends to be a strong signal of confidence from management. The stock responded accordingly. As of yesterday’s close, Keppel shares finished at $8.470, up 3.55% from the previous trading session. The daily range was between $8.30 and $8.74, and interestingly, $8.74 now marks its 52-week high. On paper, everything looks great: strong earnings, a buybac

Today, I was reminded of something I had honestly forgotten: I still own shares of Ready Capital Corp (RC). The reminder didn’t come from a sudden news headline or a stock alert. It came in the form of a notification from my Tiger Broker app—my dividend from RC had just been deposited. And just like that, RC was back on my radar. I’ve been holding this stock for quite some time. I bought it at around $8 per share. Today, it’s trading at roughly $4.24. A classic baghold situation, no doubt about it. But despite the drop, I haven’t sold and I don’t plan to. Ready Capital Corp (RC) Here’s why. Over the years, I’ve built a habit: I don’t sell just because a stock is down unless I see something fundamentally wrong with the company. In RC’s case, I don’t. Their last earnings weren’t am

Still holding $Keppel DC Reit(AJBU.SI)$ since I started investing in REITs. Have faith in it as a strong REITs dealing in data Centers.

Keppel’s strong quarter—and the positive reaction across its suite of REITs—has definitely put the spotlight back on Singapore’s top conglomerate. With the main Keppel entity up 5% after earnings, and both Keppel REIT and Keppel DC REIT posting gains of 2% and 2.65% respectively, it’s clear investors see real value in the group’s diversified, asset-light model. Is Keppel a good investment choice? Right now, the answer looks pretty compelling. The company is firing on all cylinders: infrastructure and renewables are showing growth, the offshore & marine pivot is finally bearing fruit, and the property/urban development segments are more resilient than many expected. Meanwhile, its REITs are benefiting from strong underlying assets, stable distributions, and defensive characteristics—esp

Keppel’s solid earnings, with a 25% rise in net profit and steady recurring income growth, reinforce my confidence in its long-term prospects. The S$500 million share buyback plan and maintained dividend show strong capital management, making it an attractive hold for both growth and income. Its 27.63% YTD gain also reflects strong investor confidence. Despite CMOU.SI’s recent dip, I see it as a potential bargain within the Keppel group. The weakness may be sentiment-driven, and I’m watching for signs of recovery or value re-rating as market conditions shift. If fundamentals remain stable, this pullback could present a good entry point for long-term investors. Keppel’s strategy of divesting lower-yield assets while growing infrastructure and data segments looks sustainable. It allows for

Keppel group delivers strong results this earnings season — except for $KepPacOakReitUSD(CMOU.SI)$ , which has fallen for three straight days. $Keppel(BN4.SI)$ rises 3.67% to close at S$8.48, bringing its ytd gain to 27.63%.The company reported a net profit of S$431 million, up 25% year-on-year.Adjusted net profit came in at S$431 million, a 25% increase driven by stable and strong performance in the infrastructure and real estate segments.Recurring income rose 7% to S$444 million, indicating a more stable profit structure.Year-to-date, Keppel has completed about S$915 million in asset divestments, with another S$500 million expected by year-end.The interim dividend was maintained at 15 cents per sha

bought a bit for long term

🔍 Keppel Surprises On Earnings — But Is The Rally Sustainable? Keppel Corporation ($Keppel(BN4.SI)$ ) delivered a solid beat last quarter—and markets responded. The stock popped nearly 5% on earnings day, while Keppel $KEPPEL REIT(K71U.SI)$  rose ~2% and Keppel DC REIT ($Keppel DC Reit A(X1JU.SI)$  ) gained ~2.65%. Is this move based on real underlying progress—or just short‑term optimism on urban infrastructure investing? Let’s unpack what’s behind the bounce. --- 🏗️ Keppel 2.0: From Oil‑Rigs to Smart Infrastructure Keppel is shedding its legacy offshore & marine image in favor of an asset‑light urban infrastructure strategy. Its

Dbs as it is very stable 

Many years ago I felt it was one of my worst investment mistakes to buy Keppel. I had bought it at $8. But with all the dividends at around 4% over the years and now in some snug profits, it is not too bad. The PE ratio is around 15, and it has shown itself to be capable of astute, strategic transformation such assets monetisation, it is a keeper.

$SIA(C6L.SI)$  Good long term out look, can hold on if you have the counter 

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

-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),

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

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

$ESR REIT(9A4U.SI)$ $Kep Infra Tr(A7RU.SI)$ $First Reit(AW9U.SI)$ 📊🔥🧭 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

🔍 Keppel Surprises On Earnings — But Is The Rally Sustainable? Keppel Corporation ($Keppel(BN4.SI)$ ) delivered a solid beat last quarter—and markets responded. The stock popped nearly 5% on earnings day, while Keppel $KEPPEL REIT(K71U.SI)$  rose ~2% and Keppel DC REIT ($Keppel DC Reit A(X1JU.SI)$  ) gained ~2.65%. Is this move based on real underlying progress—or just short‑term optimism on urban infrastructure investing? Let’s unpack what’s behind the bounce. --- 🏗️ Keppel 2.0: From Oil‑Rigs to Smart Infrastructure Keppel is shedding its legacy offshore & marine image in favor of an asset‑light urban infrastructure strategy. Its

AsianInvestor, the authoritative Asian asset management publication, recently announced the results of its 2025 Asset Management Awards. The CSOP USD Money Market Fund, based in Singapore, was awarded ​​ Best Money Market Fund: Highly Commended​​ category for its outstanding performance. The AsianInvestor Asset Management Awards, now in its twentieth year, aim to recognize financial institutions that have demonstrated excellence in the asset management industry over the past year. The awards are widely acknowledged across the Asian financial markets. This is the first time that CSOP USD Money Market Fund has won an award, which shows that this product is recognised for its scale and performance in terms of scale and performance. Launched in Singapore in 2022, the CSOP USD Money Market Fund

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

The ranking of Singapore real estate investment trusts (S-REITs) dividend yields in the first half of 2025 is released, and global asset trusts have performed well.According to data from FSMOne and Bloomberg as of July 25, $IREIT Global SGD(UD1U.SI)$ ranked first with a dividend yield per unit of 8.9%, followed by Sasseur Real Estate Investment Trust (8.6%) and $First Reit(AW9U.SI)$ (8.3%).You may have interest in @Kenny Loh 's LIVE about Singapore REITs Yield and Growth Outlook for H2 2025.List highl

$Keppel DC Reit A(X1JU.SI)$ In a mixed macroeconomic environment dominated by elevated interest rates and lingering inflation concerns, real estate investment trusts (REITs) globally have struggled to reclaim their former resilience. Yet amid the volatility, Keppel DC REIT—Singapore’s only data centre-focused REIT—has just posted a 12% year-over-year increase in distribution per unit (DPU), defying broader sector caution and breathing life into the flagging optimism surrounding S-REITs. This surprise performance comes at a critical juncture for Singapore's earnings season. Investors, both institutional and retail, are now re-evaluating whether S-REITs may be poised for a bottoming process, or whether Keppel DC’s results are more exception than

Keppel group delivers strong results this earnings season — except for $KepPacOakReitUSD(CMOU.SI)$ , which has fallen for three straight days. $Keppel(BN4.SI)$ rises 3.67% to close at S$8.48, bringing its ytd gain to 27.63%.The company reported a net profit of S$431 million, up 25% year-on-year.Adjusted net profit came in at S$431 million, a 25% increase driven by stable and strong performance in the infrastructure and real estate segments.Recurring income rose 7% to S$444 million, indicating a more stable profit structure.Year-to-date, Keppel has completed about S$915 million in asset divestments, with another S$500 million expected by year-end.The interim dividend was maintained at 15 cents per sha

$NTT DC REIT USD(NTDU.SI)$ 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)

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

$Keppel DC Reit(AJBU.SI)$ released its financial results for the first half of 2025 today, with its unit price closing up 2.65% and hitting a 52-week high of S$2.38 during intraday trading — not far from its all-time high of S$2.59.The latest earnings report showed strong growth in both gross revenue and net property income, mainly driven by recent acquisitions and higher variable rents from contract renewals:Gross revenue rose 34.4% year-on-year to S$211.3 million;Net property income increased 37.8% to S$182.8 million;Distributable income to unitholders surged 57.2% to S$127.1 million;Distribution per unit (DPU) climbed 12.8% to 5.133 cents.Despite a reduction in financing costs due to lower interest rates, profit before tax grew 16.2% to S$15

I'm excited to see the Straits Times Index $Straits Times Index(STI.SI)$   rise for the 14th straight trading day, marking its longest winning streak in history. This consistent upward trend is a strong signal of market confidence, and I'm optimistic about what it could mean for the short term. The fact that we're hitting new all-time highs is particularly encouraging, and I view this as a positive foundation for future growth. Looking ahead, I'm intrigued by the upcoming H1 2025 earnings reports from many Singapore-listed companies. The ability of these companies to exceed market expectations will play a crucial role in shaping the STI's outlook. I believe that strong performances could further fuel the

$Straits Times Index(STI.SI)$ rose for the 12th straight trading day on Tuesday, marking its longest winning streak in history. The rally has been driven by gains in banking, telecommunications, and industrial stocks.Singapore’s market has become a relative safe haven amid rising global risks.With ample liquidity, a strong domestic currency, and low interest rates, dividend-yielding stocks are increasingly attractive. DBS Bank analysts noted, “Low interest rates and a lack of alternative income-generating assets may continue to support activity in the Singapore market.”Some analysts attribute the STI's strong performance to inflows of safe-haven capital. One fund management company even launched the first-ever unit trust specifically designed to

Keppel Corporation (SGX: BN4) just delivered a solid set of results and the market took notice. Keppel (BN4.SI) The company reported a 24% year-on-year increase in attributable profit for the first half of the year, signaling strong operational performance across its diverse business units. Adding fuel to the momentum, Keppel also announced a sizeable $500 million share buyback programme, which tends to be a strong signal of confidence from management. The stock responded accordingly. As of yesterday’s close, Keppel shares finished at $8.470, up 3.55% from the previous trading session. The daily range was between $8.30 and $8.74, and interestingly, $8.74 now marks its 52-week high. On paper, everything looks great: strong earnings, a buybac