Kenny_Loh

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

    • Kenny_LohKenny_Loh
      ·12-05 23:59

      Keppel DC REIT: Is the Long-Term Uptrend Broken or Just Pausing at Key Support?

      Based on the provided chart for $Keppel DC Reit(AJBU.SI)$ , here is a technical analysis: Long-Term Trend: The stock has been in a clear long-term uptrend since early 2023, as indicated by the consistently rising 200-day Moving Average (MA) (green line). Recent Price Action (Late 2025): After peaking around S$2.40, the price has experienced a significant pullback. Key Support Test: The current price action (at S$2.25) is testing the critical support level of the 200-day MA (green line). The horizontal dashed line at S$2.25 coincides with this MA, making this a pivotal point. Historically, the 200-day MA has provided strong support (e.g., circled areas in late 2024 and mid-2025), leading to subsequent rallies. Moving Average Crossover: The 50-da
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      Keppel DC REIT: Is the Long-Term Uptrend Broken or Just Pausing at Key Support?
    • Kenny_LohKenny_Loh
      ·12-05 23:57

      Frasers Cpt Tr (FCT): Key Test at Long-Term Trendline Support

      Based on the provided chart for $Frasers Cpt Tr(J69U.SI)$ (FCT):The stock has been in a long-term uptrend since late 2022, defined by the ascending black trendline, which has consistently provided support (highlighted by orange/blue circles).‌ The price action suggests a consolidation phase in 2024 and 2025, largely trading between the S$2.22 support and a resistance around S$2.45 . The current price is near the S$2.22 support level and the 200-day Moving Average (green line), suggesting a key test. A bounce here would reinforce the long-term trend, while a break below may indicate a deeper correction. ‌ Disclaimer: This is a technical analysis based solely on the provided chart and is not investment advice. Kenny Loh is a distinguished MAS Pri
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      Frasers Cpt Tr (FCT): Key Test at Long-Term Trendline Support
    • Kenny_LohKenny_Loh
      ·12-02

      𝐑𝐞𝐟𝐥𝐞𝐜𝐭𝐢𝐨𝐧𝐬 𝐨𝐧 𝐭𝐡𝐞 𝐅𝐢𝐱𝐞𝐝 𝐈𝐧𝐜𝐨𝐦𝐞 𝐋𝐞𝐚𝐝𝐞𝐫𝐬 𝐒𝐮𝐦𝐦𝐢𝐭 𝐀𝐏𝐀𝐂 🌏

      Fantastic to have spent the day at the Fixed Income Leaders Summit APAC, gaining crucial insights into navigating the evolving fixed income landscape. The consensus points to a market deeply influenced by macro shifts, urging a move away from traditional biases. No alternative text description for this image Here's a concise summary of the key takeaways focused on Risks, Opportunities, and Investment Strategy for Fixed Income: ⚠️ Risks & Warnings 🎈Policy Dominance: The primary risk in FI from 2026 onwards will be driven predominantly by fiscal policy (affecting long-term rates), superseding monetary policy. 🎈USD Vulnerability: Anticipate a structural, multi-year depreciation of the USD—not de-dollarisation, but a rotation is necessary. Diversify from the USD; its dominance is shifting
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      𝐑𝐞𝐟𝐥𝐞𝐜𝐭𝐢𝐨𝐧𝐬 𝐨𝐧 𝐭𝐡𝐞 𝐅𝐢𝐱𝐞𝐝 𝐈𝐧𝐜𝐨𝐦𝐞 𝐋𝐞𝐚𝐝𝐞𝐫𝐬 𝐒𝐮𝐦𝐦𝐢𝐭 𝐀𝐏𝐀𝐂 🌏
    • Kenny_LohKenny_Loh
      ·11-28

      𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐑𝐄𝐈𝐓𝐬 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐔𝐩𝐝𝐚𝐭𝐞 (Nov 2025)

      📈 Technically, Singapore REITs sector (FTSE ST REIT Index) is currently facing a tough resistance at 730 and forming a head and shoulder chart pattern with neckline support between 695-700. 🔥 Total Market Cap = S$98.2B (⬇️from S$101.1B Billion) 🎯 Average Price/NAV = 0.83 (⬇️ from 0.85) 🎯 Average Distribution Yield = 5.58% (⬆️ from 5.51%) 🎯 Market Cap Weighted Average Distribution Yield = 5.32% (⬆️ from 5.19%) 🎯 Average Gearing Ratio = 39.99% (⬆️ from 39.89%) 💹 Average Yield Spread (vs 10 years SG Gov yield) = 3.77% (⬇️ from 3.91%) 𝗕𝘂𝗹𝗹 / 𝗕𝗲𝗮𝗿 𝗖𝗮𝗹𝗹 𝗳𝗼𝗿 𝗦-𝗥𝗘𝗜𝗧 𝗦𝗲𝗰𝘁𝗼𝗿 (𝗜𝗻 𝗚𝗲𝗻𝗲𝗿𝗮𝗹): 🐮Valuation (17% discount to Market Fair Value) 🐮🐻Technical Momentum uncertain 🐮Interest Rate Direction (IF there is 25 bps cut in Dec 2025) 🐻US 10 Year Risk Free Rate @4.07% which has strong inversed correlation to
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      𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐑𝐄𝐈𝐓𝐬 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐔𝐩𝐝𝐚𝐭𝐞 (Nov 2025)
    • Kenny_LohKenny_Loh
      ·11-24

      REIT Rally Continues? A Closer Look at CapLand Ascendas' Uptrend

      This chart for $CapLand Ascendas REIT(A17U.SI)$ shows the stock trading within an upward channel since mid-2025, indicating an uptrend. ‌ Key observations: The price is currently near the lower boundary of the channel, which acts as support (around $2.82). The 50-day and 20-day Moving Averages (MAs) are intertwined, but generally above the 200-day MA (green line), supporting the bullish trend. A strong horizontal support/resistance turned support level is identified near $2.75. A break below the channel and $2.75 would negate the bullish outlook. Resistance is at the channel's top, near $3.00. 👉Follow Kenny Loh Kenny Loh is a distinguished MAS Licensed Wealth Advisor
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      REIT Rally Continues? A Closer Look at CapLand Ascendas' Uptrend
    • Kenny_LohKenny_Loh
      ·11-20

      Prime US REIT: Is the Phoenix Rising? Technicals Align with Turnaround Catalysts

      📈 Technical Analysis The provided daily chart $Prime US ReitUSD(OXMU.SI)$ , running from May to November 2025, illustrates a significant uptrend after a period of consolidation. Prime US REIT Technical Chart Key Observations Uptrend Formation: The unit price has been in a clear uptrend since early 2025, marked by the rising 20-day (red) and 50-day (blue) moving averages (MAs), which are positioned above the longer-term 200-day MA (green). This is a classic bullish alignment, or "Golden Cross," indicating sustained upward momentum. Moving Averages: The 20-day MA (red) has generally stayed above the 50-day MA (blue), confirming short-term strength, though the price has recently dipped back toward the MAs. Trendline Support: A clear upward trendli
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      Prime US REIT: Is the Phoenix Rising? Technicals Align with Turnaround Catalysts
    • Kenny_LohKenny_Loh
      ·11-17

      𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐀𝐮𝐫𝐚 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐖𝐞𝐚𝐥𝐭𝐡 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐒𝐮𝐦𝐦𝐢

      🚀 𝐄𝐥𝐞𝐯𝐚𝐭𝐞𝐝 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲: 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐀𝐮𝐫𝐚 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐖𝐞𝐚𝐥𝐭𝐡 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐒𝐮𝐦𝐦𝐢𝐭 2025 As a private wealth advisor, I am thrilled to share how the insights gained at the exclusive Aura Group Private Wealth Investor Summit 2025 have significantly enhanced my strategic framework for serving my clients. The content reaffirmed critical principles for navigating modern, multi-generational wealth, allowing me to provide an even higher level of strategic value. 该图片无替代文字 💡 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐏𝐢𝐥𝐥𝐚𝐫 1: 𝐑𝐞𝐝𝐞𝐟𝐢𝐧𝐢𝐧𝐠 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 The core takeaway: True wealth management is the proactive pursuit of risk management. My understanding has been deepened on shifting the advisory relationship from a product-focus to an objective approach, centered on strategic asset allocation and holistic advice. This approach co
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      𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐀𝐮𝐫𝐚 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐖𝐞𝐚𝐥𝐭𝐡 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐒𝐮𝐦𝐦𝐢
    • Kenny_LohKenny_Loh
      ·11-17

      💡𝐊𝐞𝐲 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐀𝐦𝐮𝐧𝐝𝐢'𝐬 2026 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐥𝐨𝐨𝐤

      Great to attend the Amundi Investment Solutions #MarketOutlook, offering a comprehensive view on what to expect after a surprisingly resilient 2025 marked by strong equity performance despite persistent tariffs. The general mood is cautiously optimistic, advocating for diversification amidst shifting geopolitical and technological landscapes. Kenny Loh, CFP® AEPP® IBFA MBAKenny Loh, CFP® AEPP® IBFA MBA Kenny Loh, CFP® AEPP® IBFA MBAKenny Loh, CFP® AEPP® IBFA MBA 𝐆𝐥𝐨𝐛𝐚𝐥 𝐄𝐜𝐨𝐧𝐨𝐦𝐲 & 𝐏𝐨𝐥𝐢𝐜𝐲 𝐒𝐭𝐚𝐧𝐜𝐞 🟢Resilience continues: The global economy is proving resilient, with expectations that the US will avoid a hard landing in 2026, though fiscal policy will be doing much of the heavy lifting. 🟢Inflation & Rates: While inflation is sticky, it's no longer rising, allowing for the continuation of
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      💡𝐊𝐞𝐲 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐀𝐦𝐮𝐧𝐝𝐢'𝐬 2026 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐥𝐨𝐨𝐤
    • Kenny_LohKenny_Loh
      ·11-17

      S-REITs Recap - Week 46 (2025)

      🪙 Prime US REIT (YTD +15.79% | 5D +0.51%) 3Q 2025 update: Committed occupancy rose to 80.7%, with 92,000 sq ft of new leases signed in the quarter and 6.4% rental reversion for 9M 2025. Major new leases include X-Energy (120,000 sq ft, 11 years) and a 20-year U.S. government lease. Raised US$25m equity in October to fund capex and boost debt headroom; aims to normalise distributions in 2026. $Prime US ReitUSD(OXMU.SI)$ 🪙 United Hampshire US REIT (YTD +6.32% | 5D +3.06%) 3Q 2025 results: Gross revenue +1.4%, NPI +5.7% YoY, occupancy 97%, and self-storage 94.9%. Maintains low leverage (37.8%) and long WALE (7.5 years), with minimal near-term lease expiries. $UtdHampshReitUSD(ODBU.SI)$ 🪙 Stoneweg Europ
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      S-REITs Recap - Week 46 (2025)
    • Kenny_LohKenny_Loh
      ·11-07

      CapitaLand Investment (CLI): Charting a Course from Real Estate Owner to Global Asset Manager

      $CapitaLandInvest(9CI.SI)$ CapitaLand Investment (CLI) is undergoing a significant transformation, moving aggressively from a capital-intensive real estate development model to an asset-light, fee-income-driven global real asset manager. This shift, coupled with the potential for a transformational merger, places CLI at a critical inflection point, with both the technical chart and its fundamental business segments signaling high volatility and high potential. Technical Analysis: Poised for a Breakout Current chart for CLI (9CI.SG) provides a clear technical picture that aligns with its current high-stakes fundamental news flow. Strong Support: The stock recently found solid footing, rebounding firmly from a critical support level around S$2.60.
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      CapitaLand Investment (CLI): Charting a Course from Real Estate Owner to Global Asset Manager
       
       
       
       

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