1.59K
·
05-11
S-REIT acquisitions regain momentum as capital reopens
Acquisition activity among Singapore REITs (S-REITs) has picked up this year, signalling a measured return to growth as financing conditions stabilise. Over the first four months of the year, S-REITs announced 11 acquisition transactions with a total value exceeding S$6.3 billion, already accounting for more than 70% of the total acquisition value recorded in the whole of 2025. By comparison, only six acquisitions were announced over the same period last year, while full-year 2025 saw 21 transactions amounting to roughly S$8.8 billion. The faster pace this year reflects improving access to capital and greater investor confidence, particularly for acquisitions that enhance portfolio quality and offer clearer earnings visibility. Much of the acquisition momentum has been driven by larger REI
1.39K
·
05-08
$Fortinet(FTNT)$ Cyber security stock is a must to have in yr portfolio.
2.15K
·
05-08
$PLTR 20260529 165.0 CALL$ This has been steady as expected
887
·
05-08
$XPEV 20260508 15.5 PUT$ TP Liao... get ready for next week position...maybe will go in @$15[Cool]
8.04K
·
05-08
$Advanced Micro Devices(AMD)$ Sold for profit, let the rest roll
1.30K
·
05-09
$BRK.B 20260612 465.0 PUT$ nice right? Part of put spread
619
·
05-09
$Micron Technology(MU)$
1.27K
·
05-09
$MU 20260515 732.5 CALL$ bullish momentum keeping a steady 200 MA line on the uptrend 💰
788
·
05-09
$INTC 20260515 118.0 CALL$ Good push uptrend! Thanks Apple 🍎✌️😎✌️
1.32K
·
05-09
$Advanced Micro Devices(AMD)$ AMD is definitely one of the AI player worth paying attention. To the moon!!!
8.30K
·
05-09
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ SOXL is going strong and not slowing down. in my view it is heading into a dangerous territory but without risk there is no reward. being cautious so treading carefully with secured puts.
648
·
05-09
$Alphabet(GOOGL)$ Trim some to get more money for war chest and recent spendings
1.56K
·
05-10
$Albemarle(ALB)$ It has been a while... The proof is there... The USD is going down, the dedollarisation has been happening, as I wrote in a number of articles a few years ago. The only thing keeping the USD up is ironically the war US and Donald Trump wrecked on Iran. True, US is still the centre of all actions. The current melt-up around all things AI and beyond techs might feel contradictory to the idea of dedollarisation. The downtrend in USD in general as illustrated in two of many other charts below seems to suggest something else. First, it's AI, next is the supporting tech that becomes the bottleneck. What follows, which is already happening together with the US war with Iran is the amplification of raw materials shortage. Commoditie
TOPflixzy: AI melt-up feels real, but the no-support part is what scares me lol. Raw materials becoming the bottleneck is a nasty twist. Anyone else think this ends messy?
663
·
05-10
$Frasers L&C Tr(BUOU.SI)$ holding for more.
844
·
05-10
$OCBC Bank(O39.SI)$ good blue chip to own. invesot more for more growth
3.29K
·
05-11
$Alphabet(GOOG)$ strong momentum best ai strategy, continue to over take nvda!!! Stack to 430!! Power apple ai strategy!!!
1.03K
·
05-11
$AIMS APAC Reit(O5RU.SI)$ **AIMS APAC REIT (O5RU.SI) is an underrated Singapore-listed industrial and logistics REIT.** It owns 28 high-quality properties (25 in Singapore, 3 in Australia) with a portfolio value of ~S$2.13 billion, focused on warehouses, business parks, and light industrial assets. As of May 2026, the unit price sits at S$1.57, delivering a forward dividend yield of ~6.3% and trading at a P/B of ~0.9–1.1x. Analysts estimate it is ~20% undervalued, with consensus BUY ratings and average target prices around S$1.63. **Why it stands out:** 9MFY2026 showed resilient performance—DPU rose 2.5% YoY to 7.25 cents (full-year FY2026 DPU 9.85 cents, +2.6%), net property income grew 4.1%, occupancy reached 95.4% (96.6% committed), and ren
674
·
05-11
$Fortinet(FTNT)$ alright, the semi con fire is spreading to the security software arena!
685