Feeling grateful and a little humbled after the 𝐀𝐜𝐭𝐢𝐯𝐞 𝐓𝐫𝐚𝐝𝐞𝐫𝐬 𝐅𝐚𝐢𝐫 𝟐𝟎𝟐𝟓 this past weekend 🙏

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The turnout was incredible. A full house, tickets sold out days before the event, and a venue buzzing with passionate traders and investors. Beyond the sessions, one of the best parts for me was catching up with old friends, sharing stories and experiences, and seeing familiar faces still so enthusiastic about learning and growing together.

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I had the privilege of sharing in two sessions:

• 𝐓𝐡𝐞 𝐎𝐭𝐡𝐞𝐫 𝐒𝐢𝐝𝐞 𝐨𝐟 𝐒𝐆𝐗: 𝐓𝐫𝐚𝐝𝐢𝐧𝐠 𝐁𝐞𝐲𝐨𝐧𝐝 𝐭𝐡𝐞 𝐁𝐥𝐮𝐞 𝐂𝐡𝐢𝐩𝐬, where I shared on finding trading opportunities in small caps trading on SGX


• 𝐇𝐚𝐧𝐠 𝐒𝐞𝐧𝐠 𝐓𝐞𝐜𝐡 𝐒𝐞𝐜𝐭𝐨𝐫: 𝐅𝐫𝐨𝐦 𝐓𝐞𝐜𝐡 𝐓𝐢𝐭𝐚𝐧𝐬 𝐭𝐨 𝐓𝐚𝐜𝐭𝐢𝐜𝐬, where I shared on how to trade more efficiently with UBS DLCs

It was also a pleasure to showcase this platform, 𝐈𝐧𝐯𝐞𝐬𝐭𝐒𝐆, a community platform built for investors and traders with a focus on the Singapore market, creating a space for community members to connect, share knowledge, and learn from one another.

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But honestly, the real highlight was learning alongside everyone else. Listening to a line-up of amazing speakers (Terence Wong, Jamie Chung, Marcus Ng, @JoeyChoy, @WilliamLiuInvestment, @kennyloh2, James Ooi, Wee Tze) sharing their insights on trading opportunities, strategies, market outlooks, and leveraged products like 𝐒𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞𝐝 𝐖𝐚𝐫𝐫𝐚𝐧𝐭𝐬 and 𝐃𝐚𝐢𝐥𝐲 𝐋𝐞𝐯𝐞𝐫𝐚𝐠𝐞 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐞𝐬 (𝐃𝐋𝐂𝐬)  reminded me how much there is to learn, and how generous people in our SG investing community are with their knowledge.

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The Market Outlook panel with SGX Market Strategist Geoff Howie, CSOP Head of Fixed Income Bruce Zhang, and Head of Investment Tech UOB Asset Management Paul Ho, and the Trader Roundtable with top-tier remisiers Robin Ho, Joey Choy, and Tiger Brokers Market Strategist James Ooi, both moderated by Edward Choy, were sessions packed with takeaways that I’m sure the audience will be reflecting on for a long time.

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A heartfelt thank you to the organisers, ShareInvestor, InvestingNote, ( @shanison, @nigellim) and the amazing support from SGX, for making this event possible and for creating a space where traders, investors, and enthusiasts can come together.

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To everyone I met over the weekend, thank you for the conversations, the questions, and the energy you brought to the event. I left feeling inspired, motivated, and genuinely excited to keep learning, and I hope my sharing added even a little value to your day.

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Already looking forward to the next one!

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#ActiveTradersFair2025 #InvestSG #TradeSGX #SGInvestingCommunity #FinancialEducation #InvestorJourney #danccs

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𝐌𝐚𝐫𝐤𝐞t 𝐔𝐩𝐝𝐚𝐭𝐞 *1/9/25*

STI: 4253 (+X) | HSI: 25077 (+79) | Dow: 45545 (-92) | S&P: 6460 (-41) | Nasdaq: 21455 (-249)

*Chips Down, Markets Frown, But August Still Wears the Crown*

Wall Street stumbled into the weekend, with the S&P 500 slipping Friday thanks to an Nvidia wobble. The chipmaker dropped over 3% as investors fretted about China sales and Beijing’s growing push for homegrown chips. Meanwhile, Alibaba flexed some silicon muscle of its own, reportedly rolling out a new AI chip, a reminder that competition isn’t just across the street, it’s across the Pacific.

On the macro side, the Fed’s favorite inflation gauge, core PCE, rose 0.3% in July, pushing the annual rate to 2.9%, the hottest in five months, but still exactly what markets expected. Meaning, inflation isn’t throwing a wrench into September rate cut bets. Traders are still leaning on Powell to blink, especially with the labor market cooling, but he’s keeping his cards close given the uncertainty around Trump’s tariffs.

So yes, August ended with the S&P notching its fourth straight monthly gain, but Friday’s action was a reminder that in markets, chips sometimes fall where they may.

*What’s brewing this week!*

In short,

In China, look out for Caixin Manufacturing PMI and Service PIM on Monday and Wed.

In SG, look out for S&P Global Manufacturing PMI on Tue and Retail Sales on Fri.

In US, look out for jobless claims and nonfarm payroll on Thu and Fri.

Monday:

*CN: ⭐Caixin Manufacturing PMI (MoM) (Aug)*

JP: Capital Spending (YoY) (Q2)

*US: Labor Day Holiday*

Tuesday:

*SG: ⭐S&P Global Manufacturing PMI (Aug)*

EU: CPI / Core CPI (MoM) (Aug)

US: Construction Spending (MoM) (Jul) / ISM Manufacturing / Atlanta Fed GDPNow (Q3)

Wed:

JP: Manufacturing & Services PMI (MoM) (Aug)

HK: S&P Global Manufacturing PMI (Aug)

*CN: ⭐Caixin Services PMI (Aug)*

EU: ECB President Lagarde Speaks / HCOB Eurozone Composite / Services PMI (Aug) / PPI (Jul)  *US: ⭐JOLTS Job Openings (Jul) / Beige Book* / MBA 30-Year Mortgage Rate/ Mortgage Market Index / Durables Excluding Defense (MoM) (Jul) / *Factory Orders (MoM) (Jul)* / FOMC Member Kashkari Speaks / API Weekly Crude Oil Stock

Thu:

*US: ⭐Initial Jobless Claims / ⭐Nonfarm Productivity (QoQ) (Q2)* / ADP Nonfarm Employment Change (Aug) / Trade Balance (Jul) / S&P Global Composite/Services PMI (Aug) / ISM Non-Manufacturing Business Activity (Aug) / ISM Non-Manufacturing PMI (Aug) / FOMC Member Williams Speaks / Fed's Balance Sheet

Fri:

*SG: ⭐Retail Sales (Jul)*

JP: Household Spending / Overall wage income of employees (Jul)

HK: Foreign Reserves (USD) (Aug)

EU: GDP (QoQ) (Q2)

*US: ⭐Nonfarm Payrolls (Aug) / Average Hourly Earnings (Aug) / Manufacturing Payrolls (Aug) / Unemployment Rate (Aug)*

===

*Happening Today*

SG XD:

— CMS CNY 0.1555

— Food Empire SGD 0.03

— Jardine C&C USD 0.28

— Venture SGD 0.30

===

*US Stocks news*.

— *NVIDIA* fell more than 3% a day as investors continued to assess the uncertainty surrounding the chipmaker’s China sales amid regulatory restrictions on sales to Beijing. The fall in chipmaker also comes amid that China is making progress on reducing its reliance on U.S. chipmaker’s.

— *Alibaba Group Holdings Ltd ADR* reportedly developed a new chip for inferencing needed to run AI applications.

— *Dell* fell as weak current-quarter guidance largely overshadowed strong earnings.

— Amazon.com chip partner *Marvell Technology* dropped sharply after posting disappointing guidance for the current quarter.

— *Caterpillar* fell after the heavy-equipment maker forecast higher tariff-related expenses for 2025, as companies scramble to assess the impact of shifting U.S. trade policy.

— *Autodesk* soared after the software developer clocked strong quarterly earnings.

— *Ulta Beauty* fell sharply even after the beauty company raised its annual sales and profit forecast after topping quarterly sales estimates, banking on steady demand for makeup and skincare brands at its stores as well as lower inventory losses.

— *Affirm Holdings* soared after the buy-now-pay-later company crushed revenue estimates and delivered an upbeat forecast, boosted by resilient consumer spending.

===

*SG Stocks news*

— *Yangzijiang Shipbuilding* secures additional shipbuilding contacts for 22 vessels worth US$920 mil since 1HFY2025

— *Thomson Medical Group* posts net loss for FY2025 from Vietnam acquisition; revenue grows 12.4% y-o-y to $394.6 mil

https://links.sgx.com/1.0.0/corporate-announcements/GQM96WPCV7TXKVDT/857721_TMG%20FY2025%20Results%20Press%20Release.pdf

— *Lum Chang* net profit up 102% y-o-y for FY2025 to $18.7 mil

https://www.theedgesingapore.com/capital/results/lum-chang-holdings-net-profit-102-y-o-y-fy2025-187-mil

— *Lum Chang Creations* earnings surge to $12.9 mil for FY2025; proposed final dividend of 2.2 cents

https://links.sgx.com/1.0.0/corporate-announcements/BUD4AO8TCXT9UGY9/857638_LCC%20-%20FY2025%20results%20Press%20Release.pdf

— *ThaiBev* raises THB38,000 mil from debentures that were almost three times oversubscribed

— *Hock Lian Seng* has been awarded the tender for the industrial site with the land parcel measuring approximately 28,058.4 square metres situated at Pioneer Road (also known as MK07-05550A) by the JTC Corporation at the tender price of S$88.2 million on 28 August 2025.

— *IHH Healthcare’s* Q2 2025 P&L showed revenue of RM6.3 billion (+3%), EBITDA of RM1.4 billion (+11% on constant currency), but PATMI fell 29% to RM443 million, with an interim dividend raised to 5 sens.

https://links.sgx.com/1.0.0/corporate-announcements/3JNVXIMWL9N67LWS/857713_IHH%20Q2%202025_Press%20Release%2029.08.2025.pdf

— *Karin Technology* posted FY2025 net attributable profit of HK$19.2 million (+1% yoy) despite a 12.4% revenue decline to HK$1,929.5 million, supported by stronger IT segment margins and lower finance costs.

https://links.sgx.com/1.0.0/corporate-announcements/TKQIKWWOTKIS7VD0/857803_Karin%20FY2025%20Results%20Press%20Release.pdf

— *Oxley* reported a profit before tax of S$3.6 million for FY2025, supported by positive operating cash flow and reduced borrowings, as it refocuses on core property development markets.

https://links.sgx.com/FileOpen/Oxley%20FY2025%20Corporate%20Update.ashx?App=Announcement&FileID=857807

— *iX Biopharma* delivered FY2025 revenue growth of 30% to $7.77 million, nearly doubled gross profit, and narrowed adjusted EBITDA losses by $1.6 million through stronger sales, margin expansion, and cost discipline.

https://links.sgx.com/1.0.0/corporate-announcements/TKNKTFCZV8S4AV1W/857810_iX%20Biopharma%20FY2025%20Results%20-%20Press%20Release%20-%20final.pdf

— *Autagco* exits F&B business with last outlet closed, to focus on assisted living business

Sources:

www.sgx.com

www.investing.com

www.theedgesingapore.com

Start your investment journey here:

https://tinyurl.com/TTP-dan

Cheers!

Dan

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

#dailyupdate #tradeSGX #poems #danccs

Pop Mart just joined the Hang Seng Index. $POP MART HK SDR 20to1(HPPD.SI)

Ping An and Tencent are flashing bullish signals. $Ping An Ins HK SDR2to1(HPAD.SI) $Tencent HK SDR 10to1(HTCD.SI)

What’s driving this surge?

I break it all down with charts and exact levels in my latest article with HK SDRs 👇

https://joeychoy.beehiiv.com/p/hong-kong-s...

Pop Mart just joined the Hang Seng Index. $POP MART HK SDR 20to1(HPPD.SI)

Ping An and Tencent are flashing bullish signals. $Ping An Ins HK SDR2to1(HPAD.SI) $Tencent HK SDR 10to1(HTCD.SI)

What’s driving this surge?

I break it all down with charts and exact levels in my latest article with HK SDRs 👇

https://joeychoy.beehiiv.com/p/hong-kong-s...

𝐂𝐡𝐞𝐜𝐤 𝐨𝐮𝐭 𝐨𝐮𝐫 𝐓𝐨𝐩 𝐒𝐭𝐨𝐜𝐤 𝐏𝐢𝐜𝐤 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐔𝐒 𝐚𝐧𝐝 𝐒𝐆 𝐌𝐚𝐫𝐤𝐞𝐭. 😊
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https://joeychoy.beehiiv.com/p/september-2...

@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://youtube.com/live/ja1iEzK_r2Y
$DBS(D05.SI) $YZJ Shipbldg SGD(BS6.SI)

https://youtube.com/live/ja1iEzK_r2Y
$DBS(D05.SI) $YZJ Shipbldg SGD(BS6.SI)

https://youtu.be/pTQ7GqQnwzY
$NIO Inc. USD OV(NIO.SI) $REIT(REIT.SI)

🪙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. $CapLand Ascott T(HMN.SI)

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

This chart for Mapletree Logistics Trust (MLT) displays a multi-year price history, highlighting a potential bullish breakout pattern forming as of August 2025. The downtrend line from the mid-2023 peak has contained price action, with lower highs and lower lows visible up to mid-2025. Recently, prices have consolidated into a symmetrical triangle, a classic technical pattern that suggests indecision and decreasing volatility before a possible significant move.

$Mapletree Log Tr(M44U.SI)

Current price action is near the upper resistance of the triangle, around the 1.22–1.25 range, with a visible blue arrow signaling traders to "watch for a breakout (up)", which may indicate a reversal if price breaches this resistance. Key horizontal resistance levels above are 1.611 and 1.729. Multiple moving averages are converging near the triangle apex, reinforcing the likelihood of imminent directionality. A confirmed breakout could trigger further upside momentum, while failure to break would maintain the bearish bias

📈 Technically, Singapore REITs sector is suggesting a possible reversal, within a range between 663 and 684, a higher range than previously. 50D SMA is now on an uptrend. Resistance around 675–680 has been for the past one month; a breakout above this zone could pave the way toward 700.

🔥 Total Market Cap = S$94.67B (⬆️from S$91.77 Billion)
🎯 Average Price/NAV = 0.82 (⬆️ from 0.78)
🎯 Average Distribution Yield = 5.63% (⬇️ from 5.86%)
🎯 Market Cap Weighted Average Distribution Yield = 5.58% (⬇️ from 5.74%)
🎯 Average Gearing Ratio = 40.39% (⬆️ from 39.91%)
💹 Average Yield Spread (vs 10 years SG Gov yield) = 3.66% (⬇️ from 3.90%)

𝗕𝘂𝗹𝗹 / 𝗕𝗲𝗮𝗿 𝗖𝗮𝗹𝗹 𝗳𝗼𝗿 𝗦-𝗥𝗘𝗜𝗧 𝗦𝗲𝗰𝘁𝗼𝗿 (𝗜𝗻 𝗚𝗲𝗻𝗲𝗿𝗮𝗹):
🐮Valuation (18% discount to Market Fair Value)
🐮Technical Momentum is bullish
🐮Interest Rate Direction (IF there is 50 bps cut by end 2025)
🐻US 10 Year Risk Free Rate @4.44% which has strong inversed correlation to REIT index.

More detail can be found here:
https://reitsavvy.com/insights/singapore-r...

$FSTAS351020(FSTAS351020.IN)‌ ‌ $LION-PHILLIP S-REIT(CLR.SI)‌ ‌ $CSOP iEdge SREIT ETF US$(SRU.SI)‌ ‌ $CSOP iEdge SREIT ETF S$(SRT.SI)‌ ‌ $UOB AP GRN REIT S$(GRN.SI)‌ ‌ $UOB AP GRN REIT US$(GRE.SI)‌ ‌ $BHG Retail Reit(BMGU.SI)‌ ‌ $CapLand IntCom T(C38U.SI)‌ ‌ $CapLand China T(AU8U.SI)‌ ‌ $Fortune Reit HKD(F25U.SI)‌ ‌ $Frasers Cpt Tr(J69U.SI)‌ ‌ $Lippo Malls Tr(D5IU.SI)‌ ‌ $Mapletree PanAsia Com Tr(N2IU.SI)‌ ‌ $StarhillGbl Reit(P40U.SI)‌ ‌ $IREIT Global(UD1U.SI)‌ ‌$Keppel Reit(K71U.SI)‌ ‌ $ManulifeReit USD(BTOU.SI)‌ ‌ $OUEREIT(TS0U.SI)‌ ‌ $Suntec Reit(T82U.SI)‌ ‌ $AIMSAMP Cap Reit(O5RU.SI)‌ ‌ $CapitaLand Ascendas REIT(A17U.SI)‌ ‌ $EC World Reit(BWCU.SI)‌ ‌ $ESR-REIT(J91U.SI)‌ ‌ $Frasers L&C Tr(BUOU.SI)‌ ‌ $Frasers L&I Tr AUD(BWQU.SI)‌ ‌ $Keppel DC Reit(AJBU.SI)‌ ‌ $Mapletree Ind Tr(ME8U.SI)‌ ‌ $Mapletree Log Tr(M44U.SI)‌ ‌ $Sabana Reit(M1GU.SI)‌ ‌ $Far East HTrust(Q5T.SI)‌ ‌ $CDL HTrust(J85.SI)‌ ‌ $CapLand Ascott T(HMN.SI)‌ ‌ $Frasers HTrust(ACV.SI)‌ ‌ $First Reit(AW9U.SI)‌ ‌ $ParkwayLife Reit(C2PU.SI)‌ ‌ $Dasin Retail Tr(CEDU.SI)‌ ‌ $NikkoAM-STC Asia REIT(CFA.SI)‌ ‌ $Sasseur Reit(CRPU.SI)‌ ‌ $Nikko AM STI ETF(G3B.SI)‌ ‌ $STI ETF(ES3.SI)‌ ‌$CapLand India T(CY6U.SI)‌ ‌ ‌$Acro HTrust USD(XZL.SI)‌ ‌ $Keppel Reit(K71U.SI)‌ ‌ $Prime US ReitUSD(OXMU.SI)‌ ‌ $Lendlease Reit(JYEU.SI)‌ ‌ $NikkoAM-STC Asia REIT(CFA.SI)‌ ‌ $ELITE UK REIT(MXNU.SI)‌ ‌ $UtdHampshReitUSD(ODBU.SI)‌ ‌ $STONEWEG EUROPEAN REIT(CWBU.SI)‌ $Cromwell Reit SGD(CWCU.SI)‌ ‌ $CapitaLandInvest(9CI.SI)‌ ‌ $Daiwa Hse Log Tr(DHLU.SI)‌ ‌ $DigiCore Reit USD(DCRU.SI)‌ ‌ $PARAGON REIT(SK6U.SI) $Stoneweg EUTrust EUR(SET.SI) $Stoneweg EUTrust SGD(SEB.SI) $ESR REIT(9A4U.SI)