𝐌𝐚𝐫𝐤𝐞𝐭 𝐖𝐫𝐚𝐩 (𝐖𝐞𝐞𝐤 𝐞𝐧𝐝𝐞𝐝 𝟏𝟕/𝟕/𝟐𝟓)

𝐁𝐮𝐥𝐥 𝐑𝐮𝐧 𝐑𝐞𝐥𝐨𝐚𝐝𝐞𝐝: 𝐒𝐓𝐈 𝐇𝐢𝐭𝐬 𝐭𝐡𝐞 𝐒𝐤𝐲!

For the fourth straight round, 𝐒𝐓𝐈 $STI(STI.SI) has been smashing through ceiling after ceiling, culminating in a fresh ATH of 4192. To be honest, who would’ve thought at the start of 2025 that we would be seeing this? And as I mentioned last week, the rally wasn’t just banks, it was broad-based. This week, the STI raced from 4090 to 4189, marking a solid 2.4% weekly gain.

𝐍𝐨 𝐅𝐢𝐫𝐞𝐰𝐨𝐫𝐤𝐬, 𝐉𝐮𝐬𝐭 𝐅𝐢𝐫𝐞𝐩𝐨𝐰𝐞𝐫!

While the banks weren’t flashy gainers this round, they have been steadily climbing the past month. Slow burn, no fireworks, but it’s working. 𝐃𝐁𝐒 (𝐃𝟎𝟓) $DBS(D05.SI) even clocked a new ATH of $47.05. 𝐒𝐢𝐧𝐠𝐓𝐞𝐥 (𝐙𝟕𝟒) $Singtel(Z74.SI) , meanwhile, continued its ascent from last week’s impressive breakout, hitting a 9-year high of $4.18.

𝐊𝐞𝐩𝐩𝐞𝐥 𝐁𝐫𝐞𝐚𝐤𝐬, 𝐒𝐞𝐚𝐭𝐫𝐢𝐮𝐦 𝐖𝐚𝐤𝐞𝐬!

𝐊𝐞𝐩𝐩𝐞𝐥 (𝐁𝐍𝟒) $Keppel(BN4.SI)  finally broke out of the stubborn $8.00, charting a 7-year high of $8.10 and closing the week with a 4.4% gain. Another energy heavyweight 𝐒𝐞𝐚𝐭𝐫𝐢𝐮𝐦 (𝟓𝐄𝟐) $Seatrium Ltd(5E2.SI) also saw a breakout. It strung 5 straight days of gains, climbing from $2.10 to a 4-month high of $2.40 (+14.3%). Earnings drop on 31 July. Mark your calendars.

𝐂𝐥𝐞𝐚𝐫𝐞𝐝 𝐟𝐨𝐫 𝐓𝐚𝐤𝐞𝐨𝐟𝐟! 𝐅𝐢𝐧𝐚𝐥𝐥𝐲!

After weeks of “staying grounded”, one of the laggards among the big caps, 𝐒𝐀𝐓𝐒 (𝐒𝟓𝟖) $SATS(S58.SI) finally took off, breaking out of a consolidation zone to reach a 4-month high of $3.31. A tariff-sensitive stock, it seems the recent TACO trade talk gave it some much-needed lift.

𝐓𝐫𝐞𝐞-𝐦𝐞𝐧𝐝𝐨𝐮𝐬

After last week’s 14% surge, 𝐁𝐚𝐧𝐲𝐚𝐧 𝐓𝐫𝐞𝐞 (𝐁𝟓𝟖) $Banyan Tree(B58.SI) may have looked like it was stalling midweek, but Friday brought a strong second wind. The stock hit a new 5-year high of $0.695, rebounding from a week low of $0.585 to close at  $0.685 (whopping +17%). Looks like this tree still has plenty of shade to offer.

𝐒𝐦𝐚𝐥𝐥 𝐂𝐚𝐩𝐬, 𝐁𝐢𝐠 𝐌𝐨𝐯𝐞𝐬!

It’s hard to keep up when everyone’s sprinting. But a few names stood out:

𝐅𝐨𝐨𝐝 𝐄𝐦𝐩𝐢𝐫𝐞 (𝐅𝟎𝟑) $Food Empire(F03.SI) was among the week’s most impressive. It surged from $1.88 to ATH of $2.28, a superb 21% gain, after announcing a strategic tie-up with a Malaysian-listed firm to co-develop and launch new ready-to-drink beverages. A caffeine kick for the stock?

𝐓𝐡𝐨𝐦𝐬𝐨𝐧 𝐌𝐞𝐝 (𝐀𝟓𝟎) $Thomson Medical(A50.SI) stole the late-week spotlight, spiking to as high as $0.061 on heavy volume before settling at $0.051, still a good 18% gain. Early July news, it's one of the two SGX-listed firms exploring investment in the Johor-SG SEZ.

𝐁𝐑𝐂 𝐀𝐬𝐢𝐚 (𝐁𝐄𝐂), 𝐋𝐇𝐍 (𝟒𝟏𝐎), 𝐎𝐢𝐥𝐭𝐞𝐤 (𝐇𝐐𝐔) and 𝐁𝐮𝐦𝐢𝐭𝐚𝐦𝐚 𝐀𝐠𝐫𝐢 (𝐏𝟖𝐙) rounded off the small-cap cheer squad with weekly gains of 12.7%, 7.3%, 12.3% and 5.8% respectively. The former 3 all hit multi-year highs.

Happy weekend!

Cheers!

Dan

Disclaimers: tinyurl.com/dan-disclaimer

#weeklywrap #tradeSGX #danccs

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If you think Dan can value add to your investment journey, click here: tinyurl.com/TTP-dan

𝐌𝐚𝐫𝐤𝐞𝐭 𝐔𝐩𝐝𝐚𝐭𝐞 *18/7/25*

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𝐒𝐓𝐈: 4161 (+29) | 𝐇𝐒𝐈: 24499 (-19) | 𝐃𝐨𝐰: 44485 (+230) | 𝐒&𝐏: 6297 (+33) | 𝐍𝐚𝐬𝐝𝐚𝐪: 20884 (+153)

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*Retail Details, Bulls Set Sail!*

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Most overused word in recent days - record, but it is what it is. The S&P 500 hit another record high overnight, fuelled by a double shot of strong retail sales and better-than-expected earnings. June retail sales jumped 0.6 percent, bouncing back hard from May’s drop and handily beating the 0.1 percent forecast. Shoppers clearly aren’t ready to sit this one out. Meanwhile, the Philly Fed’s manufacturing index popped back into the green and jobless claims edged lower, all adding to the case that the economy still has plenty of gas in the tank.

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Markets are leaning into the idea of two rate cuts this year, potentially starting in September, but the Fed’s John Williams isn’t sold just yet. He’s warning that inflation risks remain sticky, especially with tariffs back in the mix. After hours, Netflix fell 1% despite topping estimates. Will we see another use of the word “record” for tonight?

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*What’s brewing today*

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*Food Empire* had announced last night theat it had formed a strategic partnership to co-develop and launch a new range of ready-to-drink beverages with a Msian listed company. Glad that it had hit and surpassed my target price . I am still optimistic, but do note that it is now at ATH. Thus, relatively more risk as it is at relatively higher grounds.

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*Thomson Med* saw an incredible surge in price to as high as $0.059 on super heavy volume before closing at $0.056, marking a 27% daily gain. Early this month, had mentioned Thomson Med as one of the two SGX listed companies expressing interest to invest in the Johor-Singapore Special Economic Zone (JS-SEZ). Could this be the reason for the surge or is there other news? (https://www.edb.gov.sg/en/business-insights/insights/two-sgx-listcos-eye-investments-in-johor-singapore-special-economic-zone-maybank.html).

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===

*Upcoming IPOs:*

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*Lum Chang Creations*

— IPO price $0.25.

— Application closing date: 17 July, 12pm.

— Expected listing day: 21 July.

https://drive.google.com/file/d/1xPKdWoON1ipokty_K755qilEYWYzg50M/view?usp=sharing

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*Amova E Fund ChiNext Index ETF*

— IPO price: $1.00
— Listing date: 22 July

Please see here:

https://www.poems.com.sg/amova-e-fund-chinext-index-etf/

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===

𝑭𝒓𝒐𝒎 𝒕𝒉𝒆 𝑺𝑮𝑿 𝑹𝒆𝒔𝒆𝒂𝒓𝒄𝒉 𝑽𝒂𝒖𝒍𝒕

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𝐇𝐚𝐩𝐩𝐞𝐧𝐢𝐧𝐠 𝐓𝐨𝐝𝐚𝐲

SG Earnings & Business Updates

– QIAN HU CORPORATION – Aft Mkt

US: Building Permits / Housing Starts / U. of Mich. Inflation / U. of Mich. Sentiment

Source: SGX Academy

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===

𝐵𝑒𝑙𝑜𝑤 𝑎𝑟𝑒 𝑠𝑜𝑚𝑒 𝑐𝑜𝑚𝑝𝑎𝑛𝑦 𝑛𝑒𝑤𝑠.

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𝐔𝐒 𝐒𝐭𝐨𝐜𝐤𝐬

— *PepsiCo* gained after the soft drinks giant reported core profit for the second quarter that topped estimates, as its international unit showed signs of momentum despite a "challenging" operating environment.

— *GE Aerospace* rose after the aerospace giant posted second-quarter results that exceeded expectations and raised its full-year guidance, driven by robust commercial services performance and improved operational efficiency.

— *United Airlines* fell after the carrier said it expects its earnings to suffer in the current quarter due to operational constraints at Newark airport - one of its largest hubs and among the busiest in the country.

— *Lucid Group* surged 35% following the announcement of a partnership with *Uber Technologies* and Nuro to develop a next-generation autonomous robotaxi program.

— *Taiwan Semiconductor Manufacturing* reported record profit in the second quarter, beating market expectations, as the world’s biggest contract chipmaker was bolstered by ever-more robust artificial intelligence demand.

— *GSK* fell more than 3% after the U.S. Food and Drug Administration’s independent panel voted against approving the pharma giant’s blood cancer drug Blenrep, citing safety and tolerability concerns.

*After-hours movers:*

— *Netflix* fell 1% despite reported quarterly results that topped estimates. The company said its higher revenue forecast "primarily reflects the weakening of the U.S. dollar."

— *Interactive Brokers* rose 4% after publishing strong quarterly figures. Reported and adjusted diluted earnings per share were both $0.51 for the current quarter.

— *Talen Energy* rose 15% after it announced an agreement to acquire two gas plants for $3.5 billion net.

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𝐒𝐆 𝐒𝐭𝐨𝐜𝐤𝐬

— *Wilmar’s* subsidiary acquires 20% stake in a unit of Adani Enterprises for $1.62B

— *Food Empire* and Capital A Berhad (KLSE: 5099), an investment holding company with a synergistic ecosystem of travel-focused and digitally driven businesses, have announced a strategic partnership to co-develop and launch a new range of ready-to-drink beverages.

— *Beng Kuang Marine* has issued 52,500 new ordinary shares at a price of 22 cents per warrant share as part of its exercise of warrants. The number of issued shares of the company has increased from 207,240,473 shares to 207,292,973 shares.

— *Combine Will International’s* subsidiary, DCWTT, has agreed to acquire a parcel of land in Dongguan, China for RMB12.42 million to build a new manufacturing facility, marking a discloseable transaction under SGX rules and part of its relocation plan following a previous land disposal.

— ‼️*Advanced Systems Automation* has revealed serious governance concerns following the termination of former CEO Mr Seah, including unauthorized bank signatory changes, unapproved cash withdrawals exceeding S$700,000, and missing financial records, prompting ongoing investigations, legal action, and new safeguards, while operations continue as usual.

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*Earnings Calendar:*

22 Jul: HPHT, Aztech

23 Jul: Digicore, OUEREIT, Sabana, MLT

24 Jul: ESR REIT, FCT, Suntec

25 Jul: iFast, KDCR^

28 Jul: GE&, Raffles Med^, SIA, MIT, KORE^, CLAS^, LippoMalls

29 Jul: UOI, KIT, KORE^, Ascott^, First REIT, ESRREIT^, Starhill

30 Jul: CDLHT^, MPACT, KREIT^, CapLand India, CapLand China^, FEHT^

31 Jul: Elite UK^, Keppel^, AIMS AA REIT^, Seatrium^, Netlink

1 Aug: OCBC^

4 Aug: Lendlease, Ascendas

5 Aug: CICT^

6 Aug: Venture

7 Aug: Genting Sing, IREIT, DBS^, UOB^, SingLand

8 Aug: SCI^, SGX^, IFS Capital

12 Aug: Wilmar, HL Asia

13 Aug: CDL^, United Hamsphire^, AEM, UOL, Thakral

14 Aug: Mewah, CLI^, Sasseur^, LHT, Starhub^, China Av Oil, Olam^, ST Engg^

^ denote before market opens.

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Sources:

www.sgx.com

www.investing.com

www.theedgesingapore.com

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Start your investment journey here:

https://tinyurl.com/TTP-dan

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Cheers!

Dan

Disclaimer: https://tinyurl.com/dan-disclaimer

#dailyupdate #tradeSGX #poems #danccs

We just finished an EPIC 2-hour AMAS Live, diving deep into the STI index and analyzing more than 15 highly requested SG stocks from YOU GUYS! 📊🔥

Some stocks include Frencken, Propnex, YZJ Shipbldg, Centurion, Food Empire, 3 local banks and many more...

✅ Live Chart Analysis using my One Good Trend (1GT) strategy
✅ 1GT (Pro) Indicator in Action – See the bullish & bearish signals in real time
✅ Bonus Stock Picks – Each of us revealed 1 SG stock we’re bullish on right now!

Missed it? Don’t worry – catch the full replay here 🎥👇

https://www.youtube.com/watch?v=AqScnhSX1so

$Singtel(Z74.SI) A fresh 1GT Bullish Signal has appeared as prices broke above the key 4.00 psychological resistance – a level now acting as new support.

Trend indicators remain positive, with prices respecting the short-term uptrend. The next key test? The 4.30 resistance based on a range projection upwards over the past months..

Are we in for a continuation of this move? Will the bulls push through once again? 💪

𝐃𝐁𝐒, 𝐎𝐂𝐁𝐂, 𝐚𝐧𝐝 𝐔𝐎𝐁 𝐥𝐨𝐨𝐤 𝐥𝐢𝐤𝐞 𝐭𝐡𝐞𝐲’𝐫𝐞 𝐠𝐞𝐚𝐫𝐢𝐧𝐠 𝐮𝐩 𝐟𝐨𝐫 𝐚 𝐡𝐮𝐠𝐞 𝐛𝐮𝐥𝐥𝐢𝐬𝐡 𝐦𝐨𝐯𝐞 𝐬𝐨𝐨𝐧… 𝐛𝐮𝐭 𝐢𝐬 𝐢𝐭 𝐭𝐢𝐦𝐞 𝐭𝐨 𝐛𝐮𝐲 𝐧𝐨𝐰? 🤔
>> https://youtu.be/TEXJTBbbgZw

I just shared a full breakdown of the Singapore banks’ charts using my 𝟏𝐆𝐓 (𝐏𝐫𝐨) 𝐈𝐧𝐝𝐢𝐜𝐚𝐭𝐨𝐫.

Check out the 𝐊𝐄𝐘 𝐋𝐄𝐕𝐄𝐋𝐒 I’m watching before the next big move happens!
$DBS(D05.SI) $OCBC Bank(O39.SI) $UOB(U11.SI)

@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

@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

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.

Don’t miss out, your journey to financial independence starts here!

Sign up here: http://bit.ly/404jOHm

https://www.youtube.com/live/cBhvdBU5WTo?s...
$DBS(D05.SI) $Parkson Retail(O9E.SI) $UMS(558.SI)

https://youtu.be/l8sC1wDoUQo?si=6nE536FKXc...
$DBS(D05.SI) $Singtel(Z74.SI) $NIO Inc. USD OV(NIO.SI)

https://www.youtube.com/live/dKOhGMuoRQU?s...

Honored to be invited as a guest to witness the $NTT DC REIT USD(NTDU.SI)  IPO debut on SGX today. It was a great pleasure meeting many VIPs and key figures at SGX. Excited to see such a landmark listing and the bright future ahead for data centre REITs!

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Key Highlights
Largest REIT IPO on SGX in a Decade:  NTT DC REIT, a data centre-focused real estate investment trust sponsored by NTT Group, debuted on the Singapore Exchange (SGX) today, marking the largest REIT listing on the exchange in ten years.

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IPO Details:
Offer Price: US$1.00 per unit
Total Funds Raised: US$773 million
Units Offered: About 600 million units (569.9 million via international placement, 30 million via Singapore public offer at S$1.276 per unit).
Market Capitalisation at Listing: US$1 billion.

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Trading Performance:
Opened at US$1.02, peaked at US$1.03 (+3%), but closed flat at the IPO price of US$1.00 per unit.The volume-weighted average price for the day was US$1.0159.

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Investor Demand:
The Singapore public tranche was 9.8 times oversubscribed, with over 14,000 valid applications for the 30 million units available. Cornerstone investors, including Singapore’s sovereign wealth fund GIC (taking a 9.8% stake), AM Squared, Ghisallo Master Fund, Hazelview Securities, Pinpoint Asset Management, Viridian Asset Management, and UBS, subscribed to over 172 million units (16.8% of total units).

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Portfolio & Strategic Importance
Initial Portfolio: Six data centres (four in the US, one in Austria, one in Singapore) with a combined appraised value of US$1.6 billion and an IT load capacity of approximately 90 MW. Portfolio occupancy at end-2024: 94.3%Weighted average lease expiry: 4.8 years
Growth Prospects: NTT DC REIT aims to expand its portfolio with a pipeline of high-quality data centre assets, leveraging the global platform of NTT, the world’s third-largest data centre provider (outside China).

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Market & Industry Context
Sector Growth: The global data centre market is experiencing rapid growth, driven by cloud computing and AI, with commissioned power rising from 18.2 GW in 2020 to 49.1 GW in 2024 (CAGR of 28.1%).
SGX’s Position: The listing reinforces Singapore’s role as Asia’s leading REIT hub, expanding opportunities for investors to tap into digital infrastructure assets.

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Remarks from Stakeholders

• SGX CEO Loh Boon Chye: The listing is expected to spur further REIT activity and demonstrates growing confidence in Singapore’s capital markets.


• NTT Global Data Centres CEO Doug Adams: Highlighted Singapore’s vibrant economic environment and the REIT’s potential to deliver dependable returns to investors.

NTT DC REIT’s debut is viewed as a significant milestone for both the sponsor and Singapore’s capital markets, offering investors exposure to the fast-growing data centre sector and reinforcing SGX’s status as a regional REIT launchpad.

🪙NTT DC REIT IPO 9.8x oversubscribed on Singapore Public Offer, Overall 4.6x oversubscribed.
🪙NTT DC REIT will start trading on 14 Jul 2025 with NTDU.SI
🪙Prime US REIT Signs 120,000 Square Feet Lease At Re-Branded Waterfront At Washingtonian In Gaithersburg
🪙Singapore REITs Monthly Update (19 Jun 2025) - Check out at REITsavvy.com

See detail announcements here:
https://reitsavvy.com/insights/s-reits-wee...

#reitnews #SGREITsweeklyupdate #SGREITsPulse
#reitsavvy #reit

SGX trading symbol:  $NTT DC REIT USD(NTDU.SI)
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IPO Information
* IPO Offer Price: US$1.00 / S$1.276
* Offer Closing Date: 10 July 2025, 12:00 p.m.
* Listing Date: 14 July 2025, 2:00 p.m.

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If you love financial ratio, check out the post published article by REITsavvy.

NTT DC REIT IPO: Prospectus & Summary, comparison with existing Data Centre REITs
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$Keppel DC Reit(AJBU.SI) $DigiCore Reit USD(DCRU.SI) $Mapletree Ind Tr(ME8U.SI) $CapLand Ascendas REIT(A17U.SI)