$Keppel Reit(K71U.SI)$ Keppel REIT is likely to increase its stake in the Singapore Marina Bay Financial Center Tower 3 in a near US$700 million deal. DBS Group and Hongkong Land currently own 33% stake each in MBFC Tower 3.
I predict 2 more cuts in 2026... Uncertainty and the economy will get worse in 2026 2H... If this really happened, expecting per cut will be 0.5% half yearly in 2026.
$Sembcorp Ind(U96.SI)$ Sembcorp Industries is reportedly near a deal to acquire Alinta Energy, the fourth-largest utility company in Australia. Alinta Energy has a combined maximum capacity of more than 2.8 GW with its four gas-fuelled power stations, a wind farm and also a coal-fired power plant in Australia, and another gas-fuelled plant in New Zealand. It provides gas and electricity to more than 1.1 million homes and businesses in Australia and New Zealand. Alinta Energy is now controlled by Hong Kong's Chow Tai Fook Enterprises
I will prefer to top up my CPF SA account. Although the amount will be locked till my retirement but my money is 100% safe and guaranteed 4% interests. SRS might be good for tax rebate, but the interest is not enough for me to eat a good seafood meal... Although for SRS, the money can be used for investments, they are not 100% guaranteed with a " win -win situation.
My best performing stocks: Singtel, Sembcrop and SIA All the 3 return was more than 100%++ except SIA 65%> Enough for me to bring my family to Japan and enjoy our holiday in Dec 2025
$ThaiBev(Y92.SI)$ ThaiBev posted a 6.8% drop in net profit to 25.4 billion baht (S$1.02 billion) for the full year ended Sep 30, 2025, from 27.2 billion y-y. Revenue -2.1% to 333.3 billion baht from 340.3 billion baht for FY2024. Net profit for spirits business :-7 % y-y. Net profit for Beer business: +24.6% y-y Net profit for non-alcoholic beverages :-13.5% y-y Food business net loss: 128m baht.💩 Publishing and printing business net loss: 243m baht 🫣 Final dividend : 0.47 baht ( total dividends 0.62 Vs 0.6 y-y)💰💰
$Sembcorp Ind(U96.SI)$ Sembcorp ind has started talks over an initial public offering of its India unit in Mumbai and appointed three investment banks.🎉🎉 Talks are at an early stage and no decision has been made on the size of the offering. 🙏 Sembcorp's Indian arm, Sembcorp Green Infra, operates businesses in wind, solar and energy storage. The IPO, targeted for launch within eight to nine months in Mumbai, will be advised by Citi (C.N), opens new tab, HSBC and India’s Axis Capital.🚀