Specialises in Inter-market Analysis. Invest in bonds, dividend yielding stocks and reits. Trades in forex, stocks, futures, gold and oil.
SGX offers Alibaba SDR via $Alibaba HK SDR 5to1(HBBD.SI)
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Earlier post on $Hong Leong Asia(H22.SI) https://www.investsg.asia/posts/2861987. Price went up from $2.07 to $2.40, to hit a high of $2.6ish.
An update on current price action based on TAD system.
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𝐌𝐚𝐫𝐤𝐞t 𝐔𝐩𝐝𝐚𝐭𝐞 *15/9/25*
STI: 4344 (-12) | HSI: 26388 (+301) | Dow: 45834 (-273) | S&P: 6584 (-3) | Nasdaq: 22140 (+98)
*Yields Up, Moods Down, But the Fed’s Still in Town*
Wall Street wrapped the week with a little wobble, with the S&P 500 slipped last Friday, but still chalked up a two-week winning streak. Blame it on rising Treasury yields (10Y back above 4%) and a gloomy University of Michigan consumer sentiment reading, which dropped again as inflation expectations ticked higher.
And the irony is, markets are already betting the Fed will cut rates next week. A 25 bps trim is almost locked in, with only whispers of a bigger move. Inflation is still sticky, but softening jobs data and rising layoffs have made growth the Fed’s main headache now.
Meanwhile, investors took some chips off the table. Global equity funds saw their first weekly outflow in five weeks, led by $10B yanked from US funds, while Europe and Asia actually picked up fresh inflows.
So, all in all, yields up, sentiment down, rate cut coming, and investors cashing in some winnings. A little Friday mood swing, but the market’s still dancing to the Fed’s tune.
*What’s brewing this week!*
Big week ahead, and all eyes are on the Fed. *Markets are widely expecting the first rate cut of the year on Wednesday*, followed by Jerome Powell’s press conference which could set the tone for the months ahead. Alongside that, August retail sales on Tuesday will give us a pulse check on consumer spending, while housing starts and jobless claims midweek will show how the economy is holding up under higher borrowing costs.
On the corporate side, *Fed-Ex’s* Thursday earnings are a key read on global trade and demand, while General Mills and Darden Restaurants will reveal if shoppers are still biting despite inflation. And for the tech crowd, Mark Zuckerberg takes the stage at *Meta Connect* on Wednesday to pitch AI-powered gadgets. Plenty of moving parts, but the Fed’s decision will be the week’s main course, with everything else served as side dishes.
Outside of US, China rolls out a full suite of August data, including *industrial production, retail sales*, and fixed asset investment on Monday. These will be key to reading the pulse of the world’s second-largest economy.
*Singapore’s Q2 unemployment rat*e also drops, giving a glimpse of the local labour scene.
In Europe, *CPI data* drops on Wednesday, with ECB President Lagarde speaking.
Friday rounds off with *Japan’s CPI and BoJ policy decision*.
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*Happening Today*
SG: Unemployment Rate (Q2)
CN: Chinese Industrial Production / Retail Sales / Chinese Unemployment Rate
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*US Stocks news*
— *Adobe Systems* raised its annual financial forecasts, citing solid demand for its artificial intelligence-enhanced design software tools.
— *RH* reported a quarterly revenue miss, while *Super Micro Computer* announced it has begun volume shipments of its Nvidia Blackwell Ultra solutions to customers worldwide.
— *Microsoft* and OpenAI said on Thursday evening that they had reached a non-binding agreement over the AI start-up’s plans to transition to a for-profit organization.
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*SG Stocks news*
— *Seatrium* announced that its appeal to block payment under a USD 126.6 million standby letter of credit was dismissed by the Singapore Court, the customer is entitled to payment, but provisions were already made so no financial impact is expected while arbitration to recover the sum continues.
— *SGX* says more details of new index to come on Sept 22
— *Q&M Dental’s* subsidiary enters MOU with Q&M Dental (Shenyang) for provision of laboratory services
— *HongKongLand’s* repurchase of 235,000 ordinary shares cancelled
— *PC Partner* is seeking shareholder approval to voluntarily delist from the HKEX while keeping its primary listing on SGX, citing cost savings and greater strategic flexibility with Singapore as its headquarters.
— *Renaissance United* expects to report a net loss for 1QFY26 mainly due to margin pressure and lower revenue in its China gas distribution and electronics businesses.
— *Vicplas* expects to report a consolidated loss after tax for FY2025, due mainly to the lower positive segmental results of the pipes and pipes fittings segment, coupled with the negative segmental results of the medical devices segment and higher finance costs.
Sources:
Start your investment journey here:
Cheers!
Dan
Disclaimer: https://tinyurl.com/dan-disclaimer
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𝐌𝐚𝐫𝐤𝐞𝐭 𝐖𝐫𝐚𝐩 (𝐖𝐞𝐞𝐤 𝐞𝐧𝐝𝐞𝐝 𝟏𝟐/𝟗/𝟐𝟓)
𝐅𝐫𝐨𝐦 𝟒𝟑𝟎𝟎 𝐂𝐡𝐞𝐞𝐫𝐬 𝐭𝐨 𝟒𝟒𝟎𝟎 𝐃𝐫𝐞𝐚𝐦𝐬
If last week was the breakout, this week was the encore. The 𝐒𝐓𝐈 $STI(STI.SI) pushed to yet another ATH of 4375, barely pausing after just celebrating the 4300 mark last week, and now setting its sights on 4400. It closed at 4344, locking in a good 0.9% gain. Sometimes, when momentum is rolling, the index prefers a victory lap over a pit stop.
𝐖𝐡𝐞𝐧 𝐃𝐁𝐒 𝐑𝐨𝐚𝐫𝐬, 𝐭𝐡𝐞 𝐈𝐧𝐝𝐞𝐱 𝐒𝐨𝐚𝐫𝐬
One of the key architects of STI’s stellar run is none other than 𝐃𝐁𝐒 (𝐃𝟎𝟓) $DBS(D05.SI). This star bull shows no signs of slowing, charging past the $53 mark to hit an ATH of $53.24 before easing slightly to close at $51.79. A magnificent feat, proving once again that when DBS runs, the entire index feels the ground shake.
Spin to Win
The “spin-off to list” theme stole the spotlight this week, sparking investor excitement on multiple fronts. 𝐋𝐇𝐍 (𝟒𝟏𝐎) $LHN(41O.SI) unveiled plans to list its co-living arm, Coliwoo Holdings, on SGX. The announcement sent LHN’s stock racing from $0.825 to a fresh ATH of $1.07. Not to be outdone, 𝐂𝐞𝐧𝐭𝐮𝐫𝐢𝐨𝐧 (𝐎𝐔𝟖) $Centurion(OU8.SI) launched its Accommodation REIT IPO after receiving overwhelming shareholder approval. When trading resumed, the units leapt to a record high of $1.89 but it pulled back sharply to close at $1.74.
𝐊𝐢𝐧𝐞𝐱-𝐢𝐭 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲
𝐔𝐎𝐋 (𝐔𝟏𝟒) $UOL(U14.SI) had a strong week, with its share price climbing to as high as $7.84on Thursday after announcing the sale of its freehold Kinex mall for S$375 million. The group had described the move as unlocking value from its investment while reconstituting its property portfolio. Investors clearly liked the strategy. It closed at $7.80 for the week, up 5.8%. Sometimes letting go of a mall is the best way to shop for higher returns.
𝐄𝐧𝐞𝐫𝐠𝐲 𝐒𝐮𝐫𝐠𝐞: 𝐆𝐞𝐨 𝐨𝐧 𝐭𝐡𝐞 𝐌𝐨𝐯𝐞
Not sure what is brewing there, but 𝐆𝐞𝐨 𝐄𝐧𝐞𝐫𝐠𝐲 𝐑𝐞𝐬𝐨𝐮𝐫𝐜𝐞𝐬 (𝐑𝐄𝟒) $Geo Energy Res(RE4.SI) has definitely stirred positive vibes in the market. After last week’s results briefing, momentum was already building, and this week it took another stride forward. Kicking off at $0.43 on Monday, the stock didn’t look back, surging to a high of $0.45 before closing the week at $0.435, marking a solid gain of 11.5%. A proof that when Geo Energy gets going, it prefers full throttle over pit stops.
𝐎𝐩𝐭𝐢𝐜-𝐚𝐥 𝐖𝐨𝐧𝐝𝐞𝐫: 𝐀 𝐋𝐞𝐧𝐬-𝐭𝐚𝐜𝐮𝐥𝐚𝐫 𝐃𝐞𝐛𝐮𝐭
This week welcomed a fresh entrant, 𝐌𝐞𝐭𝐚𝐎𝐩𝐭𝐢𝐜𝐬 (𝟗𝐌𝐓) $METAOPTICS LTD(9MT.SI), and it couldn’t have asked for a better start. Priced at $0.20 for its IPO, the stock debuted at $0.21, climbed to a high of $0.75, and closed at $0.685. Definitely a debut that had investors blinking in delight, proving that sometimes the first impression really does light up the market.
𝐒𝐩𝐞𝐜𝐢𝐚𝐥 𝐌𝐞𝐧𝐭𝐢𝐨𝐧
Late to the spotlight but stealing the show, 𝐅𝐨𝐨𝐝 𝐄𝐦𝐩𝐢𝐫𝐞 (𝐅𝟎𝟑) $Food Empire(F03.SI) refreshed and closed at its ATH to $2.59 on Friday, capping off a good week.
Cheers!
Dan
Disclaimer: tinyurl.com/dan-disclaimer
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If you think Dan can value add to your investment journey, click here: tinyurl.com/TTP-dan
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Food Empire $Food Empire(F03.SI)
Technical alert:
- breakout of previous ATH of 2.50
- Ascending triangle breakout
- aiming for target $2.80
Potential catalyst:
- high contender as one of the beneficiaries of MAS's $5B EQDP.
1H2025 (released on 14 Aug)
- Revenue rose 21.7% to US$274.1m in 1H2025, while operating profit increased 50.2% to US$42.8m.
- EBITDA fell 46.2% to US$19.6m, but on a normalised basis grew 43.4% to US$52.2m.
- a net loss of US$1.1m versus a profit of US$23.2m last year, though normalised net profit rose 35.7% to US$31.5m, excluding a one-off non-cash FVTPL loss of US$32.6m.
https://links.sgx.com/FileOpen/FE_Results%...
Personal view:
- Trading Buy with target $2.80 in 2 months
- note that for breakout trades, it is buying at high level, ie, relatively high risk.
- more sutiable for high risk tolerance investors
Cheers,
Dan
tinyurl.com/TTP-dan
Disclaimer: tinyurl.com/dan-disclaimer
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I focus on trend trading and technical analysis using my 1GT strategy to catch strong uptrends with clear entries and exits. Want to learn it? Join my FREE webinar here: https://bit.ly/1GTLive
$Valuetronics(BN2.SI) With prices breaking the 0.800 resistance now turned support prices swiftly pushed toward the 0.900 resistance.
If this 0.900 level gives way, next phrase toward 1.00, all moving averages continue to point up right now.
Not 1, not 2, not 3, but 5 1GT Bullish signal since may still playing out, could we see the rally continue?
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$Singtel(Z74.SI) continues to show resilience, holding firm above 4.30 after its recent push higher.
The uptrend remains strong with the all 3 MAs pointing upward and 3 consecutive 1GT Bullish Signals still in play.
With the uptrend staying intact, all eyes are now on the 4.50 resistance.
Could a breakout here pave the way for another leg higher? 💪
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Grab a coffee & catch up! ☕️
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@sgsiasorg Calling all NetLink NBN Trust unitholders!
Join us for an exclusive briefing hosted by SIAS with NetLink’s management team. Gain key insights into FY25 highlights and discover what’s ahead for FY26. Don’t miss this opportunity to get your questions answered and stay informed.
Date: 9 July, Wednesday
Time: 12.00pm - 1.00pm SGT
Location: SIAS Training Room
Register now: https://bit.ly/3HK3V2r
#NetLinkNBNTrust #SIAS #InvestorBriefing
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@sgsiasorg Calling all NetLink NBN Trust unitholders!
Join us for an exclusive briefing hosted by SIAS with NetLink’s management team. Gain key insights into FY25 highlights and discover what’s ahead for FY26. Don’t miss this opportunity to get your questions answered and stay informed.
Date: 9 July, Wednesday
Time: 12.00pm - 1.00pm SGT
Location: SIAS Training Room
Register now: https://bit.ly/3HK3V2r
#NetLinkNBNTrust #SIAS #InvestorBriefing
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Struggling with investing? You’re not alone!
Many people find themselves stuck buying high, selling low, or not investing at all due to fear or past losses. If this sounds familiar, this session is for YOU.
Led by a seasoned expert with over 30 years of experience advising top institutional investors, this session offers practical tools to help you take control of your financial future.
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I developed the Left- Side and Right-Side Trading Strategies: using left-side trading to buy the dip, and right-side trading to sell at the peak — aiming to capture mid-term trends in Singapore stocks and SDR.
Privacy & Disclaimer Policy: https://tinyurl.com/disclaimersandpdpa
https://youtu.be/E1d2feX0tLY
$DBS(D05.SI) $UOL(U14.SI) $CityDev(C09.SI)
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卖出胜捷企业和泡泡玛特SDR ：已进入“左侧交易”趋势，选择止损离场，等待下一次入场机会。
（个人观点，仅供参考，不构成投资建议）
$Centurion(OU8.SI) $POP MART HK SDR 20to1(HPPD.SI)
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Sold Centurion and POPMART SDR: The stock has entered a “left-side trading” trend, so I cut losses and will wait for the next entry opportunity.
(Personal opinion only, not investment advice.)
$Centurion(OU8.SI) $POP MART HK SDR 20to1(HPPD.SI)
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Kenny Loh possesses deep and well-rounded investment expertise, combining fundamental analysis (FA), technical analysis (TA), and macroeconomic insights to construct and manage robust, diversified portfolios. His approach integrates both traditional and alternative investments to meet a wide range of client objectives.
In addition to his proficiency in equities, bonds, REITs, and ETFs, Kenny is also well-versed in alternative investment strategies. He holds a Certificate in Alternative Investments from Harvard Business School and has hands-on experience with private equity, private credit, trade financing, hedge funds, and digital funds.
As a MAS-licensed and fully qualified Wealth Advisory Director, Kenny is authorized to advise on the full spectrum of regulated investment products. He specializes in designing tailored investment portfolios that align with individual risk profiles and long-term financial goals.
Technical Analysis (as of 13 Sep 2025)
The chart shows a steady recovery in $CapLand Ascott T(HMN.SI)price since April 2025, forming a clear horizontal resistance band slightly above the S$0.90 level. Multiple attempts to break above this resistance (marked by circles) have occurred in 2024 and 2025, making S$0.91–0.92 a key breakout zone. The price is currently testing this resistance with higher volume, and a clear breakout could indicate further bullish momentum.
The 20, 40-day EMA, and 50-day SMAs are stacked bullishly above the 200-day MA, confirming a short-term uptrend.
Price has consistently found support near S$0.86 (major historical support zone).
The current structure suggests increasing accumulation and reduced volatility. Watch for a breakout with a decisive close above S$0.92 for confirmation of a trend reversal.
If unsuccessful, the S$0.86–0.87 levels likely remain as strong support.
CapitaLand Ascott Trust: Overview
Largest Asia Pacific Lodging Trust: Asset value of S$8.8 billion as of June 2025.
Key Financial Ratio (Extract from https://reitsavvy.com/)
Investment Consideration
CLAS is supported by stable recurring income and a well-diversified asset base, with ongoing asset enhancements and divestment gains helping to maintain its payout policy despite a moderating global growth outlook. Bullish technical signals point to a possible breakout above the critical S$0.92 resistance, which could trigger a momentum-led rally if confirmed by volume
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Tools and Research for InvestorsOur independent research and tools are helping REITs investors to make better-informed decisions for their investment choices. REITSAVVY.COM |
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Curious how shifting market dynamics and institutional flows are shaping investment opportunities in Singapore?
I’m excited to share the recorded session from our panel discussion, “Recent Market Development and Trends,” part of the seminar Navigating 2H2025 Investment Landscape: From Falling Yields to REIT Opportunities in Singapore, held on 13 August 2025.
📈 Key insights include:
✅What’s driving the recent STI rally
✅Why Singapore REITs are gaining traction — supported by resilient fundamentals and attractive dividend yields
✅How falling interest rates are reshaping the appeal of traditional instruments like T-bills and SSBs
Whether you're rethinking your portfolio or exploring REITs as a strategic play, this session offers timely perspectives for 2H2025.
https://www.youtube.com/watch?v=vDKFp1Ut_EQ
🙎♂️ I am Kenny Loh, CFP®, a Private Wealth Advisor specializing in holistic investment planning and estate management. My mission is to help clients grow their investment capital and create passive income for retirement. I also facilitate tax-efficient portfolio transfers to beneficiaries, ensuring tax-free capital appreciation and optimized wealth transfer through strategic asset structuring. #PlanWithKenny #PrivateWealth
#SingaporeREITs #InvestmentInsights #MarketTrends #DividendInvesting
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🪙Frasers Centrepoint Trust (YTD: +10.43% | 5D: +3.56%)
25 Aug – Announced the proposed divestment of ten strata lots at Yishun 10 to Lion (Singapore) Pte. Ltd., a wholly-owned subsidiary of its sponsor Frasers Property. The transaction reflects the optimisation of FCT’s portfolio composition and return objectives for FCT and its Unitholders. $Frasers Cpt Tr(J69U.SI)
🪙CapitaLand China Trust (YTD: +4.17% | 5D: +2.74%)
25 Aug – CapitaLand Commercial C-REIT received CSRC approval to register for its listing on the Shanghai Stock Exchange, targeting RMB2.1b via 400m units. This marks China’s first international-sponsored retail C-REIT, with listing expected by 4Q 2025. CLI, CLCT, and CLD will collectively hold at least 20%. $CapLand China T(AU8U.SI)
🪙CapitaLand Ascott Trust (YTD: +1.72% | 5D: +2.31%)
27 Aug – Completed the acquisition of three rental housing properties in Osaka and Kyoto for JPY4b (S$34.2m). Expected FY2025 NOI entry yield of 4% versus 0.4% exit yield from a prior divestment. The acquisition is DPS accretive (+0.3% pro forma) and funded by divestment proceeds and JPY debt. $CapLand Ascott T(HMN.SI)
See detailed announcements here:
https://reitsavvy.com/insights/s-reits-wee...
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