39 ๐’๐ข๐ง๐ ๐š๐ฉ๐จ๐ซ๐ž ๐‘๐„๐ˆ๐“๐ฌ ๐Œ๐จ๐ง๐ญ๐ก๐ฅ๐ฒ ๐”๐ฉ๐๐š๐ญ๐ž (๐‰๐š๐ง ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ”)

๐Ÿ“ˆ Technically, Singapore REITs sector (FTSE ST REIT Index) has rebounded strongly from the 695 support zone and is currently trading near major resistance at 729โ€“731, maintaining a short-term uptrend with higher lows. A confirmed breakout above 731 may open upside towards 740โ€“750, while failure could result in consolidation above 695โ€“700.โ€Œ

  • ๐Ÿ”ฅ Total Market Cap = S$101.1B (โฌ†๏ธ from S$98.2B)

  • ๐ŸŽฏ Average Price/NAV = 0.86 (โฌ†๏ธ from 0.83)

  • ๐ŸŽฏ Average Distribution Yield = 5.41% (โฌ‡๏ธ from 5.58%)

  • ๐ŸŽฏ Market Cap Weighted Avg Distribution Yield = 5.17% (โฌ‡๏ธ from 5.32%)

  • ๐ŸŽฏ Average Gearing Ratio = 39.99% (โžก๏ธ unchanged)

  • ๐Ÿ’น Average Yield Spread (vs SG 10Y Gov Yield) = 3.42% (โฌ‡๏ธ from 3.77%)

  • ๐—•๐˜‚๐—น๐—น / ๐—•๐—ฒ๐—ฎ๐—ฟ ๐—–๐—ฎ๐—น๐—น ๐—ณ๐—ผ๐—ฟ ๐—ฆ-๐—ฅ๐—˜๐—œ๐—ง ๐—ฆ๐—ฒ๐—ฐ๐˜๐—ผ๐—ฟ (๐—œ๐—ป ๐—š๐—ฒ๐—ป๐—ฒ๐—ฟ๐—ฎ๐—น):

  • ๐Ÿฎ Valuation (Sector still trading below NAV; selective value remains, especially mid-/small-cap REITs)

  • ๐Ÿฎ Technical Structure Improving (Higher lows, above 20D & 50D MA; medium-term stabilising)

  • ๐Ÿฎ Interest Rate Environment Stabilising (SG 10Y @ ~2.20%; no renewed upside pressure)

  • ๐Ÿป Major Resistance Ahead (729โ€“731 remains a key supply zone)

  • ๐Ÿป US 10Y Risk Free Rate ~4.1โ€“4.2% (Still a headwind if yields re-accelerate)

Detail Analysis can be found on REITsavvy.com

$LION-PHILLIP S-REIT(CLR.SI)$ $CSOP iEdge SREIT ETF S$(SRT.SI)$ $CapLand IntCom T(C38U.SI)$ $CapLand Ascendas REIT(A17U.SI)$ $Mapletree Ind Tr(ME8U.SI)$

Kenny Loh is a distinguished MAS Private Wealth Advisor with a specialization in holistic investment planning and estate management. He excels in assisting clients to grow their investment capital and establish passive income streams for retirement. Kenny also facilitates tax-efficient portfolio transfers to beneficiaries, ensuring tax-efficient capital appreciation through risk mitigation approaches and optimized wealth transfer through strategic asset structuring.

๐Ÿ‘‰You can join his Telegram channel #REITirement โ€“ SREIT Singapore REIT Market Update and Retirement related news. https://t.me/REITirement

๐Ÿ‘‰Tag your Tiger Broker account to me to receive1 hour complimentary Investment Advice or Portfolio Review, DM kennyloh@fapl.sg on the tagging process.

๐Ÿ‘‰Follow Kenny Loh

Modify on 2026-01-20 23:33

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