Kenny_Loh

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

    • Kenny_LohKenny_Loh
      ·01-20 22:52

      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 22:37

      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 18:18

      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
    • Kenny_LohKenny_Loh
      ·01-14

      Make-or-Break: Can Keppel DC REIT Reclaim its 200-Day MA?

      Keppel DC REIT (AJBU) is currently in a critical "make-or-break" zone. After retreating from its late-2025 highs, the price is hovering at S$2.24, testing the 200-day Moving Average (Green) as immediate resistance. $Keppel DC Reit(AJBU.SI)$ The technical setup remains cautious. Following the December breakdown (Circle 2), the stock is struggling to clear overhead supply. While the 20-day MA (Red) offers short-term support near S$2.22, the 50-day MA (Blue) at S$2.28 remains a formidable ceiling, keeping the medium-term trend bearish. Support: Key floor at S$2.19 – S$2.21. A break below this could signal further downside toward S$2.10. Resistance: Bulls need a decisive daily close above S$2.26 (200-day MA) to flip sentiment. With earnings approac
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      Make-or-Break: Can Keppel DC REIT Reclaim its 200-Day MA?
    • Kenny_LohKenny_Loh
      ·01-08

      The Evolution of the S-REIT Investor: Why Retail Capital Was “Buying Safe” in 2025

      In the world of Singapore Real Estate Investment Trusts (S-REITs), the narrative has long been dominated by institutional “smart money.” However, a closer look at retail capital flows between 2024 and 2025 reveals a profound shift in mindset. What retail investors are refusing to buy today tells a far more compelling story than what they are actually holding.    From “Buying Cheap” to “Buying Safe” The data points to a retail investor base that has clearly matured after several years of volatility. Published market figures show a clear divergence between retail and institutional behaviour across the top 10 S-REITs.   The Great Divide: 2024 vs. 2025 In 2024, retail investors injected approximately S$1.6 billion into S-REITs, attempting to catch a falling knife as higher inter
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      The Evolution of the S-REIT Investor: Why Retail Capital Was “Buying Safe” in 2025
    • Kenny_LohKenny_Loh
      ·01-06

      UOB: The Sleeping Giant Wakes Up – Is the Laggard Finally Joining the Party?

      With the STI hitting record highs today, all eyes have been on the "big brothers" of the banking sector. But for those of us watching the laggards, the technical setup on United Overseas Bank (UOB) as of January 6, 2026, is finally flashing a clear "buy" signal. $UOB(U11.SI)$ After months of underperformance due to concerns over asset quality in Greater China, UOB has officially staged a decisive bullish breakout from the descending channel that has capped its price action since mid-2025. UOB Technical Chart The Breakout and Momentum The price action today at $35.91 is significant because it marks a clean exit from a long-term period of distribution. Looking at the Volume, we can see a noticeable spike accompanying this move. In technical analys
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      UOB: The Sleeping Giant Wakes Up – Is the Laggard Finally Joining the Party?
    • Kenny_LohKenny_Loh
      ·01-06
      Singapore REITs 2025 Wrap up Follow @REITsavvy

      The REITsavvy 2025 Review:The S-REIT Rate-Driven Renaissance

      @REITsavvy
      Singapore REITs in 2025: A Resilient Rebound Amid Shifting TidesThe year 2025 marked a pivotal turnaround for Singapore Real Estate Investment Trusts (S-REITs). After a turbulent 2024, the sector entered a "Great Rebound," characterized by strong total returns and renewed investor confidence as global and domestic monetary policies shifted toward a more accommodative stance.A Year of Robust RecoveryIn stark contrast to the previous year's decline, 2025 witnessed some of the strongest performances since 2019.Strong Total Returns: The benchmark iEdge S-REIT Index generated total returns of approximately 9.73% year-to-date for 2025.Outperforming the $Straits Times Index(STI.SI)$ : Major blue-chip REITs, including
      The REITsavvy 2025 Review:The S-REIT Rate-Driven Renaissance
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