To The Moon

🌟🌟🌟I am so happy that $CapLand IntCom T(C38U.SI)$ has just hit its 52 week high today at SGD 2.28.    Capitaland Integrated Commercial Trust isn't just a REIT, it is The REIT.  It holds the crown as Singapore's largest REIT by market capitalisation, with Assets Under Management of SGD 17.26 billion. What it means :  I own a piece of the benchmark as CICT is the anchor of the iEdge SReit Index and a heavyweight in the ST Index.  When institutions want exposure to Singapore's commercial real estate, they start with CICT. Market Leadership equals Stability.  Its size gives it access to better financing, stronger deal flow and resilience in downturns. CICT owns and manages the best commercial real estate in Sing

$CapitaLandInvest(9CI.SI)$ Singapore’s REIT (S-REIT) market has entered 2025 with renewed vigor. CapitaLand Integrated Commercial Trust (CICT) and CapitaLand Ascendas REIT, two of the largest and most liquid trusts on the SGX, have surged to fresh 52-week highs, reflecting both local and global investor optimism about the sector. REITs have always been a cornerstone of Singaporean investing—valued for steady cash flow, generous dividend payouts, and the country’s unique tax advantages. But the rally raises critical questions. With valuations climbing, are S-REITs still attractive buys? Should investors pick individual names like CapitaLand Ascendas or Mapletree Logistics—or does it make more sense to go with broad-based S-REIT ETFs that spread r

Technical Analysis of FTSE ST REIT Index (FSTAS351020)FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased from 660.49 to 674.37 (2.10%) compared to last month's update. The index has recovered steadily since the April low, and is now consolidating just below the 684 level (previous high attained on 30 July). The 200D SMA is mostly reversed, suggesting improved market sentiment. Resistance around 675–680 has been for the past one month; a breakout above this zone could pave the way toward 700. The 50D SMA (663) and the 200D SMA (645) provide immediate support. Stronger support remains at 620, tested multiple times in 2024–2025.$CSOP iEdge SREIT ETF S$(SRT.SI)$ $CSOP iEdge SREIT ETF US

ETFs are better for the long term with risk diversification in play.

no. individual stock better

ETFs for me all day long.

Have been buying individual reits and not ETFs as can learn more on different reits. Took profits selling CICT last year and used funds for other stocks. Okay with small profits and Tiger is glad too with more transactions.

1. I think both are safe to buy as Singapore reits are safe and give high dividends. 2. I will choose $CSOP iEdge SREIT ETF S$(SRT.SI)$ as it is giving out high dividend. I had already bought some. 3. I will still buy now. 4. US cut nterest rate, the reits will even going up to the highest record.

Singapore’s REIT market has performed strongly in 2025, with CapLand IntCom T reaching a 52-week high and S-REIT ETFs delivering solid returns averaging around 10.7% over the past year. Choosing between individual REITs and REIT ETFs depends on your preference for active stock-picking versus diversification. Individual REITs vary widely by property type and sensitivity to rental cycles and interest rates, which can complicate selection. REIT ETFs offer broader diversification, stable dividends, and reduce single-asset risk, making them a smart choice for investors seeking less hands-on management. If I had to pick one, LION-Phillip S-REIT ETF remains a strong option for size and yield, while UOB APAC Green REIT ETF impresses with sustainability and performance. With prices near highs, I’d

buy individual S REITS is good. higher gains than the ETF. For me, I got both. Start buying REITS now, they are going to go up once rates cut in the next year, starting from Sep.

I think safer to buy ETF. but there are a few  laggards in there too, so be careful.

For me, both are also safer, but I prefer to buy individual REITS such as  $Keppel DC Reit(AJBU.SI)$ ,  $CapLand IntCom T(C38U.SI)$ , $Keppel(BN4.SI)$

For Singapore REITs I think we can likely take abit more risk to cherry pick since most top20 REITs are quite safe. But buying a whole basket etf is definitely still safer to me

yes

Singapore’s REIT market has been shining in 2025. $CapLand IntCom T(C38U.SI)$ recently hit a fresh 52-week high, with YTD gains of 23%. Not only that, several other S-REITs have also set new highs this year.Click to learn more: S-REITs 52-Week Highs! Dividend Kings or Value Traps?Looking at the indices, over the past year the iEdge S-REIT Index rose 10.5%, while the global benchmark FTSE EPRA Nareit Index returned 12.5%, highlighting the overall resilience and appeal of the REIT sector.For investors, the challenge with picking individual REITs is:Different property types (retail, office, logistics, data centers) show wide performance divergence;Rental cycles and interest rat

For those who are unable to attend the forum, I summarise the Q&A in panel discussion below: Bridging the Confidence Gap: How Overseas-Focused REITs Can Win Investor Trust I think the biggest challenge for overseas-focused REITs is really about familiarity and trust. When investors look at local REITs, they can easily relate to the assets – they know the malls, the offices, they can see them. With overseas assets, that familiarity gap creates concerns around asset quality, local regulations, and even currency risks. What I’ve seen work well is when REITs make a conscious effort to bridge that gap with education and transparency. For example, some REITs conduct detailed virtual tours, regular property updates, and even case studies on key tenants so investors feel they can “se

🚨 BREAKOUT ALERT! 🚨 FTSE ST Real Estate Investment Trusts Index just broke out from a classic pennant pattern! Momentum is strong and the move above resistance looks convincing, with volume to back it up. Bulls are in control—let’s see if we get follow-through! 📈Stay sharp, REIT warriors! $CSOP iEdge SREIT ETF S$(SRT.SI)$ $CSOP iEdge SREIT ETF US$(SRU.SI)$ $PHILLIP SINGAPORE REAL ESTATE INCOME FUND "A" (SGD) INC(SG9999007892)$ 👉Follow Kenny Loh

Introduction $Apple(AAPL)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Microsoft(MSFT)$ Amazon …… many of us, especially younger investors, are drawn to these US Stocks, known for their stellar performance over the years. The S&P 500 has delivered an average annual return of 10.33% since 1957 (Investopedia). However, did you know that owning these stocks directly as a non-U.S. person (like us) can trigger a significant tax burden upon death? This tax, the U.S. estate tax, can claim up to 40% of the value of your US assets, drastically reducing the wealth passed on to your beneficiaries.

🪙REITs Forum (26 Aug 2025,📍SGX Auditorium)The REITs Investment Forum 2025 will explore Singapore and global REIT market outlooks, featuring expert insights on stability, income, and growth. Designed for investors and advisors, it covers domestic resilience and international opportunities. Scan to Register.‌ 🪙 Sabana Industrial REIT (YTD: +13.98% | 5D: +1.23%)Trustee issued an update on the internalisation process. Two Director Elects will join the New Internalised Manager’s board to facilitate its CMS licence application, with CEO and CFO roles expected to be confirmed. Fourth Supplemental Deed to the Trust Deed executed, formalising steps approved at the Aug 2024 EGM. $SABANA INDL REIT(SBBSF)$ ‌ 🪙 Earnings Summary for Q2 2025The Earnings Season

Technical Analysis: United Hampshire US REIT The chart for $UtdHampshReitUSD(ODBU.SI)$ (denominated in USD) shows a multi-year symmetrical triangle formation spanning from early 2022 through August 2025. This pattern is characterized by converging trendlines: a descending upper resistance line and an ascending lower support line, both evident from the major high and low points on the chart. Key Observations Symmetrical Triangle: This classic consolidation pattern typically precedes a strong move, but the direction—up or down—is confirmed only by a breakout. Breakout Signal: Recently, the price pierced above the upper trendline, suggesting a potential bullish breakout. This is apparent by the sharp green candlestick just past the triangle’s apex

Technical Analysis of FTSE ST REIT Index (FSTAS351020)FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased from 660.49 to 674.37 (2.10%) compared to last month's update. The index has recovered steadily since the April low, and is now consolidating just below the 684 level (previous high attained on 30 July). The 200D SMA is mostly reversed, suggesting improved market sentiment. Resistance around 675–680 has been for the past one month; a breakout above this zone could pave the way toward 700. The 50D SMA (663) and the 200D SMA (645) provide immediate support. Stronger support remains at 620, tested multiple times in 2024–2025.$CSOP iEdge SREIT ETF S$(SRT.SI)$ $CSOP iEdge SREIT ETF US

For those who are unable to attend the forum, I summarise the Q&A in panel discussion below: Bridging the Confidence Gap: How Overseas-Focused REITs Can Win Investor Trust I think the biggest challenge for overseas-focused REITs is really about familiarity and trust. When investors look at local REITs, they can easily relate to the assets – they know the malls, the offices, they can see them. With overseas assets, that familiarity gap creates concerns around asset quality, local regulations, and even currency risks. What I’ve seen work well is when REITs make a conscious effort to bridge that gap with education and transparency. For example, some REITs conduct detailed virtual tours, regular property updates, and even case studies on key tenants so investors feel they can “se

$CapitaLandInvest(9CI.SI)$ Singapore’s REIT (S-REIT) market has entered 2025 with renewed vigor. CapitaLand Integrated Commercial Trust (CICT) and CapitaLand Ascendas REIT, two of the largest and most liquid trusts on the SGX, have surged to fresh 52-week highs, reflecting both local and global investor optimism about the sector. REITs have always been a cornerstone of Singaporean investing—valued for steady cash flow, generous dividend payouts, and the country’s unique tax advantages. But the rally raises critical questions. With valuations climbing, are S-REITs still attractive buys? Should investors pick individual names like CapitaLand Ascendas or Mapletree Logistics—or does it make more sense to go with broad-based S-REIT ETFs that spread r

Singapore’s REIT market has been shining in 2025. $CapLand IntCom T(C38U.SI)$ recently hit a fresh 52-week high, with YTD gains of 23%. Not only that, several other S-REITs have also set new highs this year.Click to learn more: S-REITs 52-Week Highs! Dividend Kings or Value Traps?Looking at the indices, over the past year the iEdge S-REIT Index rose 10.5%, while the global benchmark FTSE EPRA Nareit Index returned 12.5%, highlighting the overall resilience and appeal of the REIT sector.For investors, the challenge with picking individual REITs is:Different property types (retail, office, logistics, data centers) show wide performance divergence;Rental cycles and interest rat

Introduction $Apple(AAPL)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Microsoft(MSFT)$ Amazon …… many of us, especially younger investors, are drawn to these US Stocks, known for their stellar performance over the years. The S&P 500 has delivered an average annual return of 10.33% since 1957 (Investopedia). However, did you know that owning these stocks directly as a non-U.S. person (like us) can trigger a significant tax burden upon death? This tax, the U.S. estate tax, can claim up to 40% of the value of your US assets, drastically reducing the wealth passed on to your beneficiaries.

-iPhone drives over-expected growth, innovation bottleneck and external risks suppress valuation upside space $Apple(AAPL)$ announced Q3 results, the overall performance exceeded market expectations, although the growth rate is still in the single digits, but revenue and EPS are at a new high, strong growth in iPhone and services is the main driver, AI and investment in innovation is still times the market cautious pricing.In spite of tariff costs and declines in certain product lines, a positive impact on the quarter, but the next challenge.Key TakeawaysQ3 revenue was $94 billion, up 10% year-over-year, and EPS was $1.57, up 12% year-over-year, both June quarter records.Key drivers: iPhone revenue up 13% to $44.6B (vs. market estimate of $39.8B),

View the full link of LIVEExecutive SummaryThis research report examines concerning market signals emerging from Q2 2025 earnings season, particularly the paradoxical negative reactions to strong earnings from $Robinhood(HOOD)$ and $Coinbase Global, Inc.(COIN)$ . Combined with technical indicators showing extreme $Cboe Volatility Index(VIX)$ compression, unusual dark pool activity, and unfavorable seasonal patterns, we identify multiple convergent factors suggesting elevated volatility risk for August-September 2025.The

It's a packed earnings week for S-REITs — here's a look at which names stood out and which ones lagged behind!1. $KEPPEL REIT(K71U.SI)$ +2.11%, Yield: 5.88%Keppel REIT’s H1 2025 DPU fell 2.9% to S$0.0272. Distributable income dropped 1.4% to S$95.5 million, due partly to 25% of management fees being paid in cash.Despite lower payouts, property income rose 9.1% to S$136.5 million and NPI grew 11.8% to S$108.3 million, mainly from better performance at Australian assets.Portfolio occupancy stood at 95.9%, with rental reversion at 12.3%. Annualized yield is 6.1% with a 4.8-year WALE and 3.51% average financing cost.2. $First Reit(AW9U.SI)$ -3.57%, Yield: 8.89%H1 2025 DPU declined 5.8% to S$0.0113. Reve

The Singapore Real Estate Investment Trust (S-REIT) sector is reeling as the July 2025 earnings season kicks off with a bang—and not the good kind. With 37 trusts set to report between July 28 and August 14, the initial wave of results has triggered sharp sell-offs on earnings day, sparking fears of a broader trend. Sabana Industrial REIT soared 26.9% in DPU, yet its stock tanked 5%. OUE REIT’s 5.4% DPU gain couldn’t stop a 3% drop. Are declining profits and trade tensions signaling a sector-wide slump, or is this a temporary overreaction? This deep dive explores which S-REITs missed the mark, why profits are shrinking, and whether this spells trouble—or opportunity. The Earnings Shockwave The season started with a jolt as seven S-REITs reported last week (July 23-25), and the market respo

$Mapletree PanAsia Com Tr(N2IU.SI)$ (MPACT) is trading at SGD 1.32 as of August 7, 2025. This REIT primarily invests in retail and office properties across Asia and holds a moderate investment risk profile. Let's break down its prospects with both fundamental and technical lenses, using the provided data. Fundamental Analysis Key Metrics: Yield: 6.0% Gearing: 37.9% (moderate) P/NAV: 0.74 (discount to net asset value) Occupancy Rate: 96.3% (high, signals strong leasing performance) WALE: 2.3 years (Weighted Average Lease Expiry – moderate timeframe) Interest Cost: 2.9% (on the higher side, so interest rate sensitivity present) Market Cap: SGD 6.9B Source: REITsavvy REIT Screener Strengths: Strong Leasing Management: High occupancy and diversifie

$ESR REIT(9A4U.SI)$ $Kep Infra Tr(A7RU.SI)$ $First Reit(AW9U.SI)$ 📊🔥🧭 S-REIT earnings decoded: growth surges, dividend dilemmas, and tactical positioning ahead! 🧭🔥📊 I’m diving straight into this heavy-hitting S-REIT earnings week with six tickers under the microscope. I’ve integrated every chart level, every earnings metric, and every technical trigger to find the names poised to outperform. This isn’t just a recap; it’s an execution plan for growth, income, or both. I’m positioning into strength: the two REITs rewriting the growth script $ESR REIT (9A4U.SI) just delivered an absolute standout. Revenue soared 23.2% to S$222.9M, while NPI surged 30.1% to

AsianInvestor, the authoritative Asian asset management publication, recently announced the results of its 2025 Asset Management Awards. The CSOP USD Money Market Fund, based in Singapore, was awarded ​​ Best Money Market Fund: Highly Commended​​ category for its outstanding performance. The AsianInvestor Asset Management Awards, now in its twentieth year, aim to recognize financial institutions that have demonstrated excellence in the asset management industry over the past year. The awards are widely acknowledged across the Asian financial markets. This is the first time that CSOP USD Money Market Fund has won an award, which shows that this product is recognised for its scale and performance in terms of scale and performance. Launched in Singapore in 2022, the CSOP USD Money Market Fund

Technical Analysis: United Hampshire US REIT The chart for $UtdHampshReitUSD(ODBU.SI)$ (denominated in USD) shows a multi-year symmetrical triangle formation spanning from early 2022 through August 2025. This pattern is characterized by converging trendlines: a descending upper resistance line and an ascending lower support line, both evident from the major high and low points on the chart. Key Observations Symmetrical Triangle: This classic consolidation pattern typically precedes a strong move, but the direction—up or down—is confirmed only by a breakout. Breakout Signal: Recently, the price pierced above the upper trendline, suggesting a potential bullish breakout. This is apparent by the sharp green candlestick just past the triangle’s apex

The Straits Times Index ( $Straits Times Index(STI.SI)$ ) is rewriting history, soaring for 14 consecutive trading days to mark its longest winning streak ever. As Singapore’s H1 2025 earnings season kicks into high gear, investors are buzzing with anticipation: Can this momentum propel the STI to new heights, or is a pullback lurking? Keppel DC REIT (SGX: AJBU) has emerged as a star, reporting a 12.8% increase in distribution per unit (DPU) to S$0.05133 for H1 2025, driven by booming data center demand. With REITs showcasing stability amid global volatility, are they the safe haven investors need? This report dives into the STI’s rally, Keppel DC REIT’s standout performance, the broader REIT landscape, and strategic investment approaches to sei

🔍 Keppel Surprises On Earnings — But Is The Rally Sustainable? Keppel Corporation ($Keppel(BN4.SI)$ ) delivered a solid beat last quarter—and markets responded. The stock popped nearly 5% on earnings day, while Keppel $KEPPEL REIT(K71U.SI)$  rose ~2% and Keppel DC REIT ($Keppel DC Reit A(X1JU.SI)$  ) gained ~2.65%. Is this move based on real underlying progress—or just short‑term optimism on urban infrastructure investing? Let’s unpack what’s behind the bounce. --- 🏗️ Keppel 2.0: From Oil‑Rigs to Smart Infrastructure Keppel is shedding its legacy offshore & marine image in favor of an asset‑light urban infrastructure strategy. Its

The Straits Times Index (STI) has been on a tear, climbing for 12 consecutive trading days to mark its longest winning streak in history. This unprecedented rally, driven by robust performances in banking, telecommunications, and industrial sectors, has investors buzzing with optimism. However, as Singapore’s H1 2025 earnings season approaches its peak in August, the question looms: can the STI sustain its upward trajectory, or is a pullback on the horizon? This comprehensive analysis dives into the factors influencing the STI’s outlook, highlights key companies to watch, and explores global influences that could shape market sentiment. STI’s Historic Rally: A Closer Look The STI’s 12-day winning streak has been fueled by strong performances in key sectors. Banking stocks, such as DBS Grou

$Keppel DC Reit A(X1JU.SI)$ In a mixed macroeconomic environment dominated by elevated interest rates and lingering inflation concerns, real estate investment trusts (REITs) globally have struggled to reclaim their former resilience. Yet amid the volatility, Keppel DC REIT—Singapore’s only data centre-focused REIT—has just posted a 12% year-over-year increase in distribution per unit (DPU), defying broader sector caution and breathing life into the flagging optimism surrounding S-REITs. This surprise performance comes at a critical juncture for Singapore's earnings season. Investors, both institutional and retail, are now re-evaluating whether S-REITs may be poised for a bottoming process, or whether Keppel DC’s results are more exception than

$NTT DC REIT USD(NTDU.SI)$ The data center real estate trust ( $NTT DC REIT USD(NTDU.SI)$ DC REIT), owned by Japanese telecommunications giant NTT, has completed its listing on the Singapore Exchange (SGX), becoming one of the largest initial public offerings (IPOs) in Singapore in the past four years. The REIT raised a total of approximately US$600 million, with an asset portfolio covering six data centers in the United States, Singapore and Austria, with a total asset valuation of more than US$1.6 billion, an overall IT load of 90 megawatts, and an occupancy rate of 94.3%. The REIT focuses on the positioning of "high quality and stable income" and is expected to provide a distribution yield (DPU)

$Straits Times Index(STI.SI)$ rose for the 12th straight trading day on Tuesday, marking its longest winning streak in history. The rally has been driven by gains in banking, telecommunications, and industrial stocks.Singapore’s market has become a relative safe haven amid rising global risks.With ample liquidity, a strong domestic currency, and low interest rates, dividend-yielding stocks are increasingly attractive. DBS Bank analysts noted, “Low interest rates and a lack of alternative income-generating assets may continue to support activity in the Singapore market.”Some analysts attribute the STI's strong performance to inflows of safe-haven capital. One fund management company even launched the first-ever unit trust specifically designed to

The ranking of Singapore real estate investment trusts (S-REITs) dividend yields in the first half of 2025 is released, and global asset trusts have performed well.According to data from FSMOne and Bloomberg as of July 25, $IREIT Global SGD(UD1U.SI)$ ranked first with a dividend yield per unit of 8.9%, followed by Sasseur Real Estate Investment Trust (8.6%) and $First Reit(AW9U.SI)$ (8.3%).You may have interest in @Kenny Loh 's LIVE about Singapore REITs Yield and Growth Outlook for H2 2025.List highl