𝐄𝐯𝐞𝐫 𝐰𝐨𝐧𝐝𝐞𝐫𝐞𝐝 𝐰𝐡𝐚𝐭 𝐤𝐞𝐞𝐩𝐬 𝐬𝐨𝐦𝐞𝐨𝐧𝐞 𝐠𝐨𝐢𝐧𝐠 𝐚𝐟𝐭𝐞𝐫 𝟐𝟎+ 𝐲𝐞𝐚𝐫𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐦𝐚𝐫𝐤𝐞𝐭𝐬?

That’s exactly what I sat down to share with James from InvestKaki in a chat that was equal parts fun, honest, and insightful. 

We covered everything from:

✅ What keeps me motivated after two decades in this industry

✅ My take on 𝐄𝐐𝐃𝐏 and the REITs sector, plus how 𝐑𝐄𝐈𝐓 𝐄𝐓𝐅𝐬 can help everyday investors gain exposure to the REIT sector

✅ The 𝐫𝐞𝐧𝐞𝐰𝐚𝐛𝐥𝐞 𝐞𝐧𝐞𝐫𝐠𝐲 𝐬𝐩𝐚𝐜𝐞 and my view on 𝐒𝐞𝐦𝐛𝐜𝐨𝐫𝐩 (𝐔𝟗𝟔)

✅ How advocating 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐥𝐢𝐭𝐞𝐫𝐚𝐜𝐲 has shaped not just how I teach, but how I invest

✅ How sharing daily market updates and weekly wraps on InvestingNote and InvestSG has helped me grow personally

A thought I shared that really resonates:

Investment is a journey. We can’t catch every rally. And 𝒘𝒆 𝒅𝒐𝒏’𝒕 𝒏𝒆𝒆𝒅 𝒕𝒐 𝒃𝒆 𝒑𝒆𝒓𝒇𝒆𝒄𝒕, 𝒘𝒆 𝒋𝒖𝒔𝒕 𝒏𝒆𝒆𝒅 𝒕𝒐 𝒃𝒆 𝒄𝒐𝒏𝒔𝒊𝒔𝒕𝒆𝒏𝒕. Time will do the heavy lifting.

And remember: it’s not just about buying. 𝑫𝒐𝒏’𝒕 𝒓𝒖𝒏 𝒂 𝒓𝒂𝒄𝒆 𝒘𝒊𝒕𝒉𝒐𝒖𝒕 𝒂 𝒇𝒊𝒏𝒊𝒔𝒉𝒊𝒏𝒈 𝒍𝒊𝒏𝒆.

Big thanks to James for this genuine conversation. If you enjoy real, no-fluff market talk, check out his YouTube channel @InvestKaki - full of chats with seasoned financial veterans sharing candid insights from the trenches.

Watch our full chat here: https://www.youtube.com/watch?v=ohbxV5K-3UM

Because at the end of the day - 𝑾𝒆𝒂𝒍𝒕𝒉 𝒊𝒔 𝒏𝒐𝒕 𝒃𝒖𝒊𝒍𝒕 𝒊𝒏 𝒕𝒉𝒆 𝒎𝒂𝒓𝒌𝒆𝒕, 𝒊𝒕’𝒔 𝒃𝒖𝒊𝒍𝒕 𝒊𝒏 𝒕𝒉𝒆 𝒎𝒊𝒏𝒅.

#InvestingJourney #FinancialLiteracy #WealthMindset #danccs

𝐌𝐚𝐫𝐤𝐞t 𝐔𝐩𝐝𝐚𝐭𝐞 *30/10/25*

.

STI: 4440 (-10) | HSI: - (-) | Dow: 47632 (-73) | S&P: 6891 (-) | Nasdaq: 23958 (+131)

.

*Cut, But Not Done Yet: Powell Plays Hard to Get*

.

The S&P 500 took a breather overnight, slipping off record highs even as the Fed delivered its well-telegraphed 25bps rate cut. What stole the show wasn’t the cut itself, but Powell’s not-so-subtle reminder that December’s next move isn’t locked in. So: don’t pop the champagne just yet.

.

The Fed also announced it’ll wind down QT by year-end, a quiet but meaningful shift that should give markets a bit more breathing room. Still, dissent within the Fed ranks hints that not everyone’s on the same page about how soft this economy really is.

.

On the corporate side, the real fireworks are still to come. Microsoft, Meta, and Alphabet dropped their earnings after the bell, with Apple and Amazon stepping up next. Given their collective weight, these results could make or break the market’s end-of-year mood.

.

Meanwhile, Nvidia hit a jaw-dropping milestone: the world’s first $5 trillion company, after Trump hinted he might loosen chip export restrictions to China. Cue speculation that AI diplomacy might be the next big trade card on the table.

Bottom line: the Fed’s playing it cool, tech’s still calling the shots, and Wall Street’s juggling rate-cut hopes with earnings reality.

.

*StockWatch Today*

.

*Keppel* , one of my fav counter in recent years, delivered over 25% year-on-year profit growth in 9M 2025, driven by stronger earnings across infrastructure, real estate, and connectivity, while maintaining solid recurring income and accelerating its asset monetisation drive, including the planned sale of M1’s telco business.

Imo, Keppel’s results underscore a successful pivot toward a high-margin, asset-light model that’s gaining traction with investors. The mix of steady fund management income, disciplined divestments, and shareholder-focused capital returns suggests a more predictable, resilient Keppel emerging, one that’s finally acting more like a global asset manager than a conglomerate in transition. Next up, Sembcorp, another counter that I personally am bullish on. 

https://links.sgx.com/1.0.0/corporate-anno...

.

*Mapletree Industrial Trust* reported a 2QFY25/26 DPU of 3.18 cents, down 5.6% year-on-year, mainly due to the absence of a one-off divestment gain, lower income from recent property divestments in Singapore, and FX headwinds from a weaker USD. Gross revenue and net property income fell 6.2% and 7.8% respectively. On the positive side, MIT maintained stable operations, achieving a 6.2% rental reversion in its Singapore portfolio, and improved its weighted average lease to expiry to 4.6 years. The trust also reduced leverage from 40.1% to 37.3% after using divestment proceeds to pare debt, while the average borrowing cost eased slightly to 3.0%.

A bit “similar” to MLT if you ask me. This set of results shows resilience amid headwinds. The dip in DPU was largely expected given divestments and FX effects rather than operational weakness. The portfolio repositioning and debt reduction strengthen MIT’s balance sheet and prepare it for future acquisitions, especially in data centres. While short-term growth may remain muted, the trust’s focus on quality assets and disciplined capital management positions it well for a recovery once interest rates ease. Long-term investors may view the current level as a steady hold for yield stability with potential upside from reinvestment-driven growth.

https://links.sgx.com/1.0.0/corporate-anno...

.

===

*SGX Research Vault*

.

⭐ *Gold ETF printed record highs as investors expect more rate cuts* ⭐

https://api2.sgx.com/sites/default/files/2...

*kopi-C with Pasture Holdings CEO: From pharma distributor to mask producer to drug delivery pioneer*

https://www.sgx.com/research-education/mar...

.

===

*Happening Today*

SG Earnings:

— Lendlease, Wilmar, Keppel, Micro-Mechanic

SG XD:

— Lum Chang Creat:: SGD 0.022

— PHILLIP MM S$: SGD 0.31

— Suntec Reit: SGD 0.01563 + 0.00215

— Tat Seng Pkg: SGD 0.01

— Wing Tai: SGD 0.03

EU:

— ECB Rate decision / GDP / Unemployment Rate

US:

— GDP / Fed Balance Sheet

.

===

*US Stocks news*

— *Nvidia* become the first $5 trillion company, after Trump said he plans to discuss the company’s Blackwell artificial intelligence processors with Chinese leader Xi Jinping, fueling speculation that Washington could ease restrictions on chip exports to China.

— *Verizon Communications* rose after the telecom giant beat estimates for quarterly profit and wireless subscriber additions, as promotions around the recent iPhone launches helped the U.S. wireless service provider attract more customers

— *Caterpillar* gained after the heavy equipment manufacturer reported better-than-expected third-quarter results, with sales helped by resilient demand across its business segments.

— *CVS Health* rose after the pharmacy chain lifted its annual profit outlook, but flagged a $5.7 billion charge linked to an impairment test which showed that the fair value of its struggling health care delivery division was below its carrying value.

— *Kraft Heinz* fell after the packaged food giant lowered its annual sales and profit forecasts, signaling persistent weakness in demand for its pricier snacks and pantry condiments from budget-conscious consumers.

*After-hours movers:*

— *Meta Platforms* fell 8% after taking a $16 billion charge due to a tax bill. Meta expects full year 2025 total expenses to be in the range of $116-118 billion, updated from prior outlook of $114-118 billion and reflecting a growth rate of 22-24% year-over-year. 

— *Microsoft* fell 3.4% despite solid quarterly results. Revenue was $77.7 billion and increased 18%.

— *Alphabet* rose 6% after beating estimates. Google Cloud revenues increased 34% to $15.2 billion, led by growth in Google Cloud Platform (GCP) across core products, AI Infrastructure and Generative AI Solutions.

— *Starbucks* rose 2% after solid performance. Revenue for the quarter came in at $9.57 billion versus the consensus estimate of $9.35 billion.

— *Chipotle Mexican Grill* fell 15% on lackluster results. Revenue for the quarter came in at $3 billion versus the consensus estimate of $3.03 billion.

— *Carvana* fell 9% despite ok quarterly figures. In Q3 2025, Carvana sold 155,941 retail units (+44% YoY) for total Revenue of $5.647 billion (+55% YoY), both all-time quarterly records

— *eBay* fell 8% despite beating estimates. Revenue for the quarter came in at $2.8 billion versus the consensus estimate of $2.73 billion.

.

===

*SG Stocks news*

— *Starhill Global REIT’s* net property income up 0.2% y-o-y to $37.9 mil for 1QFY2025/2026

https://links.sgx.com/1.0.0/corporate-anno...

— *CapitaLand China Trust* posted an 8% year-on-year drop in 3Q25 revenue due to asset divestment and softer retail performance, partly offset by stronger logistics income, while marking key milestones with the record-breaking CLCR IPO and a new S$150 million perpetual securities issue.

https://links.sgx.com/1.0.0/corporate-anno...

— *CDL Hospitality Trusts’* 3Q25 revenue inched up 2.5% year-on-year to S$69.2 million on stronger UK and Australia contributions, but NPI slipped 5.6% as renovation works and softer trading weighed, with asset enhancement projects at W Hotel and Grand Millennium Auckland expected to lift future performance.

https://links.sgx.com/1.0.0/corporate-anno...

— *Great Eastern Holdings* reported a solid 3Q25 with profit up 36% year-on-year to $372 million, driven by strong investment gains, while new business margins improved despite a 5% dip in total sales, reflecting a strategic shift toward higher-value, long-term products.

https://links.sgx.com/1.0.0/corporate-anno...

— *Far East H-Trust* posted a 5.7% rise in 3Q25 revenue to S$30.4 million, boosted by its new Japan hotel and higher commercial income, while lower financing costs and prudent capital management helped offset softer Singapore hotel and serviced residence performance.

https://links.sgx.com/1.0.0/corporate-anno...

— *Lippo Malls Indonesia Retail Trust* net property income up 8.5% y-o-y to $31.1 mil for 3QFY2025

https://links.sgx.com/1.0.0/corporate-anno...  

— *Civmec* reports net profit of A$10.5 mil for 1QFY2026; order book exceeds A$1.15 bil

https://links.sgx.com/1.0.0/corporate-anno...

— *Fu Yu* delivered a strong turnaround in 3Q2025 with a **net profit of S$2.4 million** and a **61.1% jump in gross profit** to S$5.8 million, supported by improved margins and a solid net cash position of S$48.4 million.

https://links.sgx.com/FileOpen/Fu%20Yu%20-...

— *Samudera Shipping Line* reports higher y-o-y container shipping volumes of 503,000 TEU for 3QFY2025

https://links.sgx.com/FileOpen/3Q%202025%2...

— *LMS Compliance* strengthened its ESG and sustainability capabilities through MY CO2’s award win, Prismatic’s project deployment in Penang, expansion into Japan, the acquisition of ACCLAB Malaysia, and new opportunities arising from Singapore’s anti-greenwashing regulations.

.

===

*SG Earning calendar*

30/10: Lendlease, Wilmar

31/10: Cap India^, Capland Ascendas

3/11: Netlink

4/11: Elite UK REIT^, SIA Engg

5/11: AimsAPAC REIT^, Manulife US REIT^, ParkwayLife

6/11: UOB^, DBS^, CLI, SERT

7/11: OCBC^, Frasers L&C

10/11: Singpost^, Yoma

11/11: Prime USREIT

12/11: Daiwa^, Valuetronics^ , SingTel^, NTT DC REIT

13/11: Golden Agri^, SIA, SATS, Sasseur^, APTT^, KSH

14/11: UHREIT^, Seatrium^, Frasers Property 

^ denote before market opens. 

.

Sources: 

www.sgx.com

www.investing.com 

www.theedgesingapore.com 

.

Start your investment journey here:

https://tinyurl.com/gotopoems 

.

Cheers!

Dan

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

.

#dailyupdate #tradeSGX #poems #danccs 

𝐌𝐚𝐫𝐤𝐞t 𝐔𝐩𝐝𝐚𝐭𝐞 *29/10/25*

.

STI: 4450 (+10) | HSI: 26346 (-87) | Dow: 47706 (+161) | S&P: 6891 (+15) | Nasdaq: 23827 (+190)

.

*Deals, Feels, and Record Highs: Wall Street’s Love Story Continues*

.

Wall Street was in a mood again last night, with the S&P 500, Dow, and Nasdaq all closing at fresh record highs. The cheer came from two familiar friends - hopes for smoother U.S.-China relations and confidence that the Fed will deliver a friendly 25-basis-point rate cut later tonight.

.

On the trade front, whispers of a potential tariff trim from the U.S. helped lift sentiment. Reports suggest Washington might ease tariffs if Beijing cracks down on fentanyl-related chemicals. Add to that Trump’s new “rare earth” handshake deal with Japan’s PM Takaichi, which is a quiet move to reduce reliance on China, and traders were happy to buy first and think later.

.

Over at the Fed, the two-day meeting kicked off with markets fully priced for a cut, which would take rates to 3.75%-4.00%. Powell’s recent hint about ending quantitative tightening only added to the risk-on mood. Wells Fargo even called for an “everything rally” into year-end, while UBS sees the S&P cruising to 7,300 by mid-2026. Not a bad horizon if you’re long.

.

In the corporate corner, Amazon trimmed 14,000 jobs, but Nvidia stole the spotlight again with new partnerships, keeping the AI trade sizzling ahead of this week’s Big Tech earnings parade.

.

*StockWatch Today*

.

*Keppel REIT* turned in a solid set of numbers, powered by strong demand for Singapore’s top-tier office space and the boost from its 255 George Street acquisition. NPI jumped 8.6% and associate earnings rose 15.4%, helped by firmer rents and lower funding costs. Occupancy hit a healthy 96.3% with double-digit rental reversions, a clear sign that prime office demand isn’t cooling yet.

While headline distributable income was flat due to fee structure changes, the like-for-like picture shows a 6.7% uplift, which is the real story here. The REIT’s latest move into retail via a 75% stake in Top Ryde City adds diversification and some defensive income.

Imo , operationally strong, balance sheet steady, and with every asset now green-certified, Keppel REIT looks well positioned to ride the next leg of the office upcycle, even if growth from here may be steadier than spectacular.

https://links.sgx.com/1.0.0/corporate-announcements/QMT6T232Y0RWLGEB/865214_KREIT%203Q%202025_Presentation%20Slides.pdf

.

Not as what I am expecting, if I were to be honest. *Mapletree Logistics Trust* 2QFY2025/2026 results show weaker performance year-on-year, with DPU down 10.5% to 1.815 cents, mainly due to the absence of one-off divestment gains and currency headwinds. Revenue and net property income both fell around 3%, reflecting FX pressures from several Asian currencies and asset sales. However, operationally, occupancy remains healthy at 96.1%, and rental reversions are slightly positive, especially outside China.

.

The results suggest MLT’s underlying portfolio remains resilient, supported by stable occupancy and prudent hedging. Still, FX weakness and limited growth in rental reversion indicate muted near-term DPU recovery. The trust’s leverage is on the higher side at 41.1%, so balance sheet discipline and selective growth will be key going forward. Noted that share price has recently climbed up. With rate cut optimism, not expecting big downside.

https://links.sgx.com/1.0.0/corporate-announcements/FE5H84N9IC20VHZV/865146_20251028-MLT_PPT_2QFY2526_final.pdf

.

*Nanofilm* delivered a strong 3Q2025 with revenue up 20% year-on-year to S$72 million, driven mainly by robust growth in the Advanced Materials and Industrial Equipment units. Margins remained healthy, with EBITDA margin improving to 24%, though gross margin eased slightly to 36%. Growth was broad-based across consumer, industrial, and automotive segments, while the Nanofabrication unit saw temporary weakness due to seasonal factors.

.

Overall, a good set of results imo that reflect solid execution and resilience from a well-diversified business model. The Advanced Materials segment remains the key earnings driver, supported by strong demand in wearables and industrial applications. With ongoing expansion in Europe, a ramp-up in Vietnam, and new customer programs ahead, the Group appears well-positioned for sustained growth, although some margin pressure and cyclical risks in NFBU bear watching. Had previously mentioned this counter just last week to my inner-circles. Do take note.

https://links.sgx.com/1.0.0/corporate-announcements/TEXO05X8AD9YRQZE/865161_NTI%203Q2025%20Business%20Update.pdf

.

===

*SGX Research Vault*

.

*Chartbook: SREITs & Property Trusts*

https://api2.sgx.com/sites/default/files/2025-10/SGX%20Research%20-%20SREIT%20%26%20Property%20Trusts%20Chartbook%20-%20Q3.pdf

.

===

*Happening Today*

SG Earnings:

— Capland Ascott^, MIT, KREIT, Starhill

SG XD:

— Mapletree PACT Trust: S$0.0198

HK:

— closed

US:

— FOMC Rate Decision - Crude Oil Inventories - Pending Home Sales (MoM) (Sep) - Retail Inventories Ex Auto (Sep)

.

===

*US Stocks news*

— *Amazon* said it will reduce its corporate workforce by about 14,000 roles, as the tech giant cuts down on operational layers to limit costs amid ballooning investments in artificial intelligence.

— *Unitedhealth Group* lifted its annual adjusted income per share forecast, citing quarterly earnings which topped Wall Street expectations, as CEO Stephen Hemsley aims to reposition the health insurance giant for "durable and accelerating growth" next year.

— *United Parcel Service* reported third-quarter earnings that significantly exceeded analyst expectations, despite ongoing volume challenges in its domestic segment.

— *PayPal* announced it had signed an agreement with OpenAI to embed its payments wallet into ChatGPT.

*Microsoft* (NASDAQ:MSFT) announced a new agreement with OpenAI that values Microsoft’s stake in the AI company at approximately $135 billion.

— *NVIDIA* jumped more than 5% after announcing several partnerships including with Nokia, Crowdstrike and U.S. Energy Department.

*After-hours movers:*

— *Visa* rose 0.5% after reported solid quarterly results and guidance. Revenue for the quarter came in at $10.7 billion versus the consensus estimate of $10.61 billion.

— *Seagate Technology* rose 4.5% after it delivered strong September quarter results, with revenue growth of 21% year-over-year and non-GAAP EPS exceeding the high end of our guided range.

.

===

*SG Stocks news*

— *Coliwoo Holdings* offering 80.304 mil shares at 60 cents a piece for IPO; to raise $96.21 mil in net proceeds

https://www.theedgesingapore.com/news/ipo/coliwoo-holdings-offering-80304-mil-shares-60-cents-piece-ipo-raise-9621-mil-net-proceeds

— *CapitaLand Ascott Trust* posted a steady 3Q2025, with gross profit up 1% year-on-year on stronger operations, portfolio upgrades, and AEIs, offset partly by currency weakness and a one-off land tax, while RevPAU rose 3% and lease renewals underscored solid income visibility.

https://links.sgx.com/1.0.0/corporate-announcements/R8Q1KLG67TR5DCMU/865201_20251029_CLAS_3Q%202025%20Business%20Updates.pdf

— *ESR-REIT* delivered a strong 3Q2025 year-to-date performance with revenue and NPI up sharply on resilient Singapore and new economy assets, solid occupancy, lower funding costs, and proactive refinancing keeping balance sheet risks well in check.

https://links.sgx.com/1.0.0/corporate-announcements/KI2BU9SVJXGCE5SA/865203_ESR-REIT%203Q2025%20Interim%20Business%20Update.pdf

— *First REIT* DPU down 7.3% y-o-y to 1.65 cents for 9MFY2025

https://links.sgx.com/1.0.0/corporate-announcements/47M24U8FEK7VGXN1/865157_First_REIT_9M_2025_Presentation_Slides.pdf

— *APAC Realty* expands ERA brand into Hong Kong through local partnership

— *GRC Limited’s* subsidiary wins A$53.8 mil contract to design and construct housing development in Victoria, Australia

— *Rich Capital* is expected to report a net profit for 1H2026, as compared to a net loss for 1H2025. The expected net profit is mainly attributable to the gain on disposal of the Company’s wholly-owned subsidiary, Rich Batam Private Limited, which was completed on 13 May 2025.

— *OTS Holdings* Celebrates the Grand Opening of its New Manufacturing Facility, Ellaziq (Malaysia) Sdn. Bhd., in Johor, Malaysia; Marks Major Expansion in its Halal Production Capacity

.

===

*SG Earning calendar*

29/10: MIT, Starhill

30/10: CDLHT^, GE^, Capland China^, FEH^, Lendlease, Wilmar, Keppel

31/10: Cap India^, Capland Ascendas

3/11: Netlink

4/11: Elite UK REIT^, SIA Engg

5/11: AA REIT^, Manulife US REIT^

6/11: UOB^, DBS^

7/11: OCBC^, Frasers L&C

10/11: Singpost^, Yoma

11/11: Prime USREIT

12/11: Daiwa^, Valuetronics^ , NTT DC REIT

13/11: SIA, SATS, Sasseur^, APTT^, KSH

14/11: UHREIT^, Seatrium^, Frasers Property

^ denote before market opens.

.

Sources:

www.sgx.com

www.investing.com

www.theedgesingapore.com

.

Start your investment journey here:

https://tinyurl.com/gotopoems

.

Cheers!

Dan

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

.

#dailyupdate #tradeSGX #poems #danccs

Just dropped: My latest HK SDR article covering 3 big names, PetroChina $PetroCN HK SDR 1to2(HPCD.SI) Bank of China $Bank of CN HK SDR 1to1(HBND.SI), and Ping An Insurance $Ping An Ins HK SDR2to1(HPAD.SI).

📈 All 3 charts showing strong bullish setups. And with macro data surprising to the upside, momentum might just be starting.

👉 Read the full write-up here: https://joeychoy.beehiiv.com/p/china-s-reb...

Just dropped: My latest HK SDR article covering 3 big names, PetroChina, Bank of China, and Ping An Insurance.

📈 All 3 charts showing strong bullish setups. And with macro data surprising to the upside, momentum might just be starting.

👉 Read the full write-up here: https://joeychoy.beehiiv.com/p/china-s-reb...

📈 𝐌𝐨𝐬𝐭 𝐭𝐫𝐚𝐝𝐞𝐫𝐬 𝐜𝐥𝐮𝐭𝐭𝐞𝐫 𝐭𝐡𝐞𝐢𝐫 𝐜𝐡𝐚𝐫𝐭𝐬 𝐰𝐢𝐭𝐡 𝐭𝐨𝐨 𝐦𝐚𝐧𝐲 𝐥𝐢𝐧𝐞𝐬 𝐚𝐧𝐝 𝐬𝐭𝐢𝐥𝐥 𝐦𝐢𝐬𝐬 𝐭𝐡𝐞 𝐭𝐫𝐞𝐧𝐝…
>> https://youtu.be/BLaPWxpV2vE

I’ve just shared a simple 3-MA setup that helps me spot strong trends early, manage risk, and trade with consistency — no fluff, just results.

🎯 Watch how I use it step-by-step here 💪🤭

@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!

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https://www.youtube.com/watch?v=ftR9krjQ4WE
$DBS(D05.SI) $OCBC Bank(O39.SI) $UOB(U11.SI)

https://www.youtube.com/watch?v=lOUa0Ry6tyU
$DBS(D05.SI) $OCBC Bank(O39.SI) $UOB(U11.SI) $SGX(S68.SI) $NIO Inc. USD OV(NIO.SI)

https://www.youtube.com/watch?v=2Uvu4pJseYo
$DBS(D05.SI) $SGX(S68.SI) $Singtel(Z74.SI) $SingPost(S08.SI)

🪙 Frasers Centrepoint Trust (YTD +15.64% | 5D +1.67%)Reported strong FY25 results: DPU 12.113 cents (+7.8% rental reversion) and 98.1% occupancy. Completed Northpoint City South Wing acquisition and Yishun 10 divestment. Retained 5-Star GRESB rating for the fifth year. $Frasers Cpt Tr(J69U.SI)

🪙 Keppel DC REIT (YTD +10.09% | 5D +1.27%)9M 2025 distributable income +55.5% YoY, DPU +8.8%. Occupancy 95.8%, AUM S$5.7b, leverage 29.8%, cost of debt 2.9%. $Keppel DC Reit(AJBU.SI)

🪙 Sabana Industrial REIT (YTD +31.94% | 5D +9.20%)3Q 2025 NPI +16.0% YoY, rental reversion +11.3%, occupancy 87%. New Tech Park 94.7%; expects double-digit income growth for FY2025. $Sabana Reit(M1GU.SI)

🪙 OUE REIT (YTD +21.05% | 5D –1.43%)3Q 2025 revenue +1.2%, NPI +2.0% YoY; commercial segment stronger (+4.2% revenue). Finance costs fell 19.7% YoY. $OUEREIT(TS0U.SI)

🪙 Suntec REIT (YTD +17.09% | 5D +3.01%)3Q 2025 DPU 1.778c (+12.5% YoY), driven by strong Singapore operations, lower debt costs and tax reversal in Australia. $Suntec Reit(T82U.SI)

🪙 Mapletree Pan Asia Commercial Trust (YTD +21.49% | 5D +1.38%)2Q FY25/26 DPU 2.01c (+1.5% YoY); Singapore NPI +6.1%, supported by VivoCity and lower utilities/finance costs. Completed two Japan office divestments. $Mapletree PanAsia Com Tr(N2IU.SI)

📈 Technically, Singapore REITs sector (FTSE ST REIT Index) is trading on a bullish uptrend channel and will be facing a tough resistance at about 720-730 zone.

🔥 Total Market Cap = S$101.1B (⬆️from S$99.78 Billion)
🎯 Average Price/NAV = 0.85 (➡️ at 0.85)
🎯 Average Distribution Yield = 5.51% (⬆️ from 5.49%)
🎯 Market Cap Weighted Average Distribution Yield = 5.19% (⬇️ from 5.32%)
🎯 Average Gearing Ratio = 39.89% (➡️ at 39.89%)
💹 Average Yield Spread (vs 10 years SG Gov yield) = 3.91% (⬆️ from 3.89%)

𝗕𝘂𝗹𝗹 / 𝗕𝗲𝗮𝗿 𝗖𝗮𝗹𝗹 𝗳𝗼𝗿 𝗦-𝗥𝗘𝗜𝗧 𝗦𝗲𝗰𝘁𝗼𝗿 (𝗜𝗻 𝗚𝗲𝗻𝗲𝗿𝗮𝗹):
🐮Valuation (15% 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 @4.02% which has strong inversed correlation to REIT index.

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

#SingaporeREITs #MarketInsights #REITsavvy #REITInvesting
#PassiveIncome #FinancialFreedom #SmartInvesting
#DividendIncome #RetirementPlanning

Welcome to watch the replay of Live Stream by SGX SREITS Specialist, REITsavvy Founder Kenny Loh & $Sasseur Reit(CRPU.SI)incoming CEO Cheng Hsing Yuen : Navigating Yield Shifts & REIT Opportunities in Singapore.

https://www.youtube.com/watch?v=8io33SYuoOM