𝐌𝐚𝐫𝐤𝐞t 𝐔𝐩𝐝𝐚𝐭𝐞 *20/2/26*

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STI: 5001 (+63) | HSI: - (-) | Dow: 49395 (-267) | S&P: 6861 (-19) | Nasdaq: 22682 (-70)

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*US Markets Overnight!*

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*Geopolitics Pumps, Markets Dump*

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U.S. stocks cooled off Thursday, snapping a tidy three day winning streak as oil decided to heat things up. The Dow led the slide, down 0.5%, while the S&P 500 and Nasdaq eased 0.3% each. Nothing dramatic, just a market taking a breather after Wednesday’s tech relief rally. This time, geopolitics did the heavy lifting.

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Oil climbed to a six month high as U.S. and Iran tensions escalated, with West Texas Intermediate up roughly 2% to $66.55 a barrel. Higher crude tends to act like a stealth tax on growth, and equities felt it. Gold ticked up, silver followed, classic risk hedge behavior.

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On the earnings front, stock reactions were more telling than the headlines.

*Walmart* slipped 1.5% despite solid sales growth. Good numbers, but expectations were clearly priced in.

*Carvana* dropped 8% after missing key profitability metrics, a reminder that this market still punishes execution gaps.

*DoorDash* gained 1.5%, forward guidance doing the heavy lifting even as the quarter itself looked soft.

Big Tech was mixed. Reports that OpenAI is closing a $100 billion funding round sparked chatter about massive future AI compute spending. That kind of capital intensity keeps the AI narrative alive, but also raises questions about returns on investment.

*Apple* fell more than 1%, while *Nvidia, Alphabet*, and *Microsoft* edged lower. On the flip side, *Amazon, Meta, Broadcom, and Tesla* managed modest gains. In short, no broad based tech unwind, just selective positioning.

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Not a structural shift … yet. Just market repricing geopolitical risk, trimming exposure after a short run higher. But always good to stay cautious.

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*Stock Watch!*

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STI hit 5000 again yesterday. Up by 63 points. So many gainers. Most notable is *Genting Singapore*, which hit 80c. It is releasing results on 24/2/26 (next tue). The YZJ brothers, YZJ Ship, YZJ Fin, YZJ Maritime, were all in the green on heavy volume. SMID caps that we have talked about before CNY, *Nanofilm, Ley Choon, Hong Fok, Bumitama, ASL Marine*, all made good gains. Well, you can say, when it is high tide, most, if not all, boats rise. And *Keppel* and *SIA* were surprisingly the ones in red.

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*SIA Engg* released it’s results yesterday. Not bad I would say. Sort of reflect a structurally improving earnings trajectory driven by network expansion and higher value engine and component work, and while supply chain and geopolitical risks remain, sustained Asia Pacific traffic growth and capacity additions position the group well for medium term margin expansion and more resilient cash flows. Shall see how it pans out later.

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*United Hampshire REIT* also released a good set of results. This looks like a fundamentally solid and well managed REIT, delivering sustainable DPU growth with strong occupancy and improved financing visibility. At an 8.5% yield backed by necessity retail, the risk reward profile remains attractive if execution stays consistent. See below for more info.

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Tonight got the all-important PCE data. According to a CNN report, Trump is mulling over an attack on Iran. So much things to digest despite the resilience of SG Market. I cannot predict the future, but conservatively speaking, investors may want to consider playing it safe.

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*Happening Today*

SG XD:

— Prime US ReitUSD: USD 0.0025

SG Earnings:

— UHREIT, UOI, Vicom

JP:

— S&P Global Services PMI (Feb)

EU:

— HCOB Eurozone Manufacturing / Services / Composite PMI (Feb)

US:

— Core PCE Price Index (YoY) (Dec) / GDP (QoQ) (Q4)

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*SG Stock news*

—👍 *SIA Engineering* reported a 3Q FY2025 to 2026 net profit of $41.9M, supported by steady MRO demand, higher flight volumes, expansion to Manila, progress at its Malaysia base maintenance facility, and a potential deepened LEAP engine partnership with Safran.

https://links.sgx.com/1.0.0/corporate-announcements/V3KVN6JAM5G1XQL8/875364_SIAENGCO3QFY2526BusinessUpdates.pdf

—👍 *United Hampshire US REIT* delivered a third straight DPU increase with 2H 2025 DPU up 12.1% to 2.30 US cents, supported by higher occupancy, portfolio valuation growth, improved financing terms and new acquisitions, despite slightly lower revenue due to prior divestments.

https://links.sgx.com/1.0.0/corporate-announcements/H56DQGOEJW0CZZEI/875432_1.%20UHREIT%202H2025%20Results%20Presentation.pdf

— *Sri Trang Glove* reported FY25 THB 23.9 billion in revenue and a net loss of THB 108.6 million due to flooding related and impairment one time expenses despite resilient EBITDA and improved gross margin, while maintaining strong liquidity, low leverage, and proposing a THB 0.50 per share dividend amid ongoing industry price competition and currency pressures.

https://links.sgx.com/1.0.0/corporate-announcements/ZC05QAFQR48KPNGV/875409_E%20STGT%20YE.25%20MDA.pdf

—👍 *G.H.Y Culture & Media* is expecting to report a net profit for FY2025, primarily attributable to, inter alia, increased revenue contribution and improved margins from the TV Program and Film Production segment that has been the core foundation of the Group’s business model.

—👍* Nera Telecommunications* has secured a three-year contract valued at approximately S$2.4 million from an established institutional asset management group.

— *Duty Free International* announced that its subsidiary Selasih Ekslusif Sdn Bhd has ceased duty free operations at Berjaya Waterfront Johor Bahru and terminated its tenancy with effect from 19 February 2026 after business licences were not renewed, with the cessation expected to result in a potential one off net gain of about RM17 million subject to final review.

— *Capital World Limited* clarified that despite a media report on challenges faced by Mustafa in negotiating with other mall unit owners, Mustafa remains fully committed to opening its flagship Malaysia store at Capital City Mall, has paid an additional RM2 million toward the purchase price, and discussions between both parties are ongoing.

— ‼️*Advanced Systems Automation* has terminated its pre conditional voluntary offer for ASTI Holdings, citing regulatory delays and changing circumstances at ASTI, with no expected material financial impact on the group.

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===

*Earnings Calendar*

20/2 - UHREIT, UOI, Vicom

23/2 - Raffles Med^

24/2 - UOB^, GE^. Genting Sing, SIA, Ho Bee, Global Investments. delfi, OKP

25/2 - OCBC^, Sembcorp^, HL Asia, SingLand, Lippo Malls SERT^, Nanofilm, HL Fin

26/2 - sasseur^, Seatrium^, Manulife US REIT^, ACRO HT, LHT, Wilmar, Aztech Global, UOL, IREIT Global, Venture, Ultragreen, Thakral, AVEpoint, CSE Global, CNMC, APTT, Centurion, Golden Agri, AP Oil

27/2 - CDL^, Olam^, ST Engg^, Daiwa^, SATS, ComfortDelgro, Hotel Royal, IFS, Mewah, A-Sonic, MDR, Haw Par, EC World, BHG Retail, Straco, China Sunsine, Frencken

^ denotes 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/gotopoems

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Cheers!

Dan

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

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#dailyupdate #tradeSGX #poems #danccs

𝐌𝐚𝐫𝐤𝐞t 𝐔𝐩𝐝𝐚𝐭𝐞 *19/2/26*

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STI: 4938 (+1) | HSI: - (-) | Dow: 49662 (+129) | S&P: 6881 (+38) | Nasdaq: 22753 (+175)

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🧧祝大家开工大吉！🧧

(Good fortune on 1st Start-Work Day in Year of the Horse)

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*US Markets Overnight!*

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*Bulls still in the game, but Fed has not left the chat!*

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US stocks finished higher on last night (2 nights in a row), but the rally lost steam after the latest Federal Reserve minutes reminded everyone that rate cuts are not a done deal. The Nasdaq Composite led with a 0.8% gain, the S&P 500 added 0.6%, and the Dow Jones Industrial Average rose 0.3%.

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Nothing euphoric in my opinion, just a market grinding higher while second guessing the rate path.

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The January Fed minutes showed a clear split. Some policymakers want to keep the option of hiking alive if inflation stays sticky. Others are ready to keep trimming. The majority held rates steady for the first time since July, but after last week’s strong inflation and jobs data, expectations for near term cuts have cooled. All eyes now shift to *Friday’s PCE print*, the Fed’s preferred inflation gauge. That number will matter.

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AI names found their footing again. *Nvidia* gained 1.6% after *Meta Platforms* struck a deal to buy millions of its chips.

Other AI infrastructure plays joined the move, *Micron Technology* and *Western Digital* advanced, while Meta itself rose 0.6%. The rest of the so called Magnificent Seven closed green. *Amazon* climbed nearly 2% despite *Berkshire* Hathaway reportedly exiting most of its stake. *Apple, Alphabet, Microsoft*, and *Tesla* posted modest gains.

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On earnings, it was a mixed tape. *Palo Alto Networks* dropped 7% after soft guidance. Meanwhile *Cadence Design Systems* surged 8% and *Analog Devices* rose 3% after topping estimates. Execution still gets rewarded.

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A balancing act.l in the two days we were enjoying CNY. Equities want to move higher on AI momentum and solid earnings, but the rate narrative keeps tapping the brakes. Until inflation decisively rolls over, markets will trade in this push and pull rhythm. Clearly, the bulls are still in the game, but the Fed has not left the chat.

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*Stock Watch!*

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First trading day in the Year of the Horse. We probably see some CNY rally at opening. *SIA* may be of market interest, with a decent January operating results. SMID-wise, *CSE Global* and *China Environmental Resources* may be in focus. The former reported record orders, while the latter gave a positive profit guidance. Meanwhile, on the other side of the spectrum, *Rex, Tiong Seng* and *Pavillion* guide losses.

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*SGX Research Vault*

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*GuocoLand’s Quek Leng Chan Builds Interest*

https://www.sgx.com/research-education/market-updates/20260216-guocolands-quek-leng-chan-builds-interest

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===

*Happening Today*

SG XD:

— ELITE UK REIT: GBP 0.0149

HK, CH:

— Holidays

EU:

— ECB Economic Bulletin

US:

— Philadelphia Fed Manufacturing Index (Feb) / Initial Jobless Claims / Crude Oil Inventories

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===

*SG Stock news*

— In January 2026, the *SIA* recorded a 0.7% rise in passenger traffic on 2.1% higher capacity with a passenger load factor of 86.6%, carried 3.7 million passengers, saw stable cargo loads with improved cargo load factor at 52.1%, added new Scoot routes, and operated a passenger network spanning 136 destinations across 37 countries and territories.

— *CSE Global* reports $514.7 mil in 4QFY2025 orders; FY2025 total hits record $1 bil

https://links.sgx.com/1.0.0/corporate-announcements/7BQRROBO83UBDY0O/875241_CSE_Contract%20Wins_4Q2025.pdf

—😔 *Rex International* is expected to report a net loss for FY2025, mainly due to significant technical complications encountered during the drilling operations in Benin, resulting in a material increase in drilling costs and a production delay of several months in 2H FY202

— *Mencast Holdings* granted an option to Grandwoods Trading to sell its 42B Penjuru Road leasehold industrial property for S$21 million, which is expected to generate an estimated disposal gain of about S$7.7 million, subject to exercise of the option and JTC approval.

— *Charisma Energy Services* announced that its secured a Letter of Award from Ceylon Electricity Board to build, own and operate a 10MW, 40MWh battery energy storage system in Sri Lanka, advancing its renewable energy expansion strategy, with commercial operations targeted within nine months of signing and revenue contribution expected from FY2027.

Profit guidance:

—⭐️ *China Environmental Resources* issued a positive profit alert, expecting to record at least HK$10 million in unaudited profit for the six months ended 31 December 2025 versus a HK$16.6 million loss a year earlier, driven mainly by higher fair value gains, increased other income, lower expenses and finance costs, despite lower revenue.

—👍 *Soup Holdings Limited* issued profit guidance indicating it expects a narrower net loss for FY2025 versus the previous year, mainly due to losses from new outlets and a central kitchen, non cash impairment charges on underperforming units, and weaker revenue from its food processing and distribution segment following contract expiries and challenging market conditions.

—😔 *Rex International* is expected to report a net loss for FY2025, mainly due to significant technical complications encountered during the drilling operations in Benin, resulting in a material increase in drilling costs and a production delay of several months in 2H FY202

—😔 *Tiong Seng Holdings* expects to report a net loss for FY2025 versus a S$2.8 million profit in FY2024, mainly due to lower revenue, timing differences in recognising variable order costs pending customer approval, and final losses from pre Covid legacy projects impacted by higher materials, labour and subcontracting costs.

—😔 *Pavillon Holdings* is expected to report a net loss for the FY2025. The losses are mainly due to fair value loss of investment properties.

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===

*Earnings Calendar*

20/2 - UHREIT, UOI

23/2 - Raffles Med^

24/2 - UOB^, GE^. Genting Sing, SIA, Ho Bee, Global Investments. delfi, OKP

25/2 - OCBC^, Sembcorp^, HL Asia, SingLand, Lippo Malls SERT^, Nanofilm, HL Fin

26/2 - sasseur^, Seatrium^, Manulife US REIT^, ACRO HT, LHT, Wilmar, Aztech Global, UOL, IREIT Global, Venture, Ultragreen, Thakral, AVEpoint, CSE Global, CNMC, APTT, Centurion, Golden Agri, AP Oil

27/2 - CDL^, Olam^, ST Engg^, Daiwa^, SATS, ComfortDelgro, Hotel Royal, IFS, Mewah, A-Sonic, MDR, Haw Par, EC World, BHG Retail, Straco, China Sunsine

^ denotes before market opens

.

Sources:

www.sgx.com

www.investing.com

www.theedgesingapore.com

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Start your investment journey here:

https://tinyurl.com/gotopoems

.

Cheers!

Dan

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

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#dailyupdate #tradeSGX #poems #danccs

We’ve just wrapped up another AMAS SG session where we broke down the STI, analysed 15+ SG stocks requested by you, and revealed 3 bonus SG stock picks, all using the 1GT (Pro) Indicator.

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Some of the stocks covered include SIA, Genting Sing, IFAST and many more.

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📅 Missed it or want to rewatch?
👉 Watch the full replay here:
https://www.youtube.com/watch?v=DfcV_0PV1z8

$HongkongLand USD(H78.SI)has been consolidating after the strong run-up, with prices holding above the 8.50 level while eyeing the immediate 9.00 resistance.

All 20d, 100d and 200d moving averages continue to slope up, keeping the broader uptrend intact. 2 consecutive 1GT Bullish signals remains in play as buyers continue to defend higher lows.

If price can break and close firmly above 9.00, the next upside target sits near 9.50. With momentum consolidating rather than reversing, could a clean push through 9.00 spark the next leg higher toward 9.50?

𝐌𝐨𝐬𝐭 𝐭𝐫𝐚𝐝𝐞𝐫𝐬 𝐝𝐨𝐧’𝐭 𝐥𝐨𝐬𝐞 𝐛𝐞𝐜𝐚𝐮𝐬𝐞 𝐨𝐟 𝐛𝐚𝐝 𝐬𝐭𝐨𝐜𝐤𝐬…

𝐓𝐡𝐞𝐲 𝐥𝐨𝐬𝐞 𝐛𝐞𝐜𝐚𝐮𝐬𝐞 𝐭𝐡𝐞𝐲 𝐭𝐚𝐤𝐞 𝐭𝐡𝐞 𝐰𝐫𝐨𝐧𝐠 𝐭𝐫𝐚𝐝𝐞𝐬. 🤦‍♂️🙅‍♀️
>> https://youtu.be/7SCxirZpQxU

I just shared the ONE rule that completely changed my winrate — and helped me filter out weak setups. 😎

If you want fewer mistakes and better trades, don’t miss this.

@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/watch?v=7FB8bFAQa4c
$Singtel(Z74.SI) $SGX(S68.SI) $DBS(D05.SI) $UOB(U11.SI) $OCBC Bank(O39.SI)

https://youtu.be/q3kek5JLGZg
$DBS(D05.SI) $UOB(U11.SI) $OCBC Bank(O39.SI) $SIA(C6L.SI) $Singtel(Z74.SI)

https://www.youtube.com/watch?v=J2fQ-0Ez0ys
$DBS(D05.SI) $UOB(U11.SI) $Singtel(Z74.SI)

Pleased to joint author with Cecilia HL TAN to provide new insights for S-REIT investors. By combining my experience engaging with retail investors with Cecilia’s perspective as a former REIT CEO, we’ve identified a critical shift the market needs.
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We believe it’s time to look past the optics and focus on the Management Efficiency Index (MEI).
‌
In our latest article, we break down:
🟢The Transparency Gap: Why core rental cashflows are often hidden in statutory statements.
‌
🟢The 100% Payout Risk: Why distributing every cent of operational cashflow may be a red flag for long-term resilience.
‌
🟢Fees vs. Responsibility: Moving from an "entitlement" mindset to true value creation.
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Don't go into the upcoming #AGM season without knowing the real "North Star" for REIT management efficiency.
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Read the full analysis and see the MEI rankings below: 👇
https://reitsavvy.com/insights/what-the-me...
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#SingaporeREITs #ManagementFee #DPU #Sustainability

$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) $Cent Accom REIT(8C8U.SI) $NTT DC REIT USD(NTDU.SI)

I recently sat down with Michelle Martin on MONEY FM 89.3 to discuss why the 2026 recovery isn't a "rising tide" for all boats. We are seeing a massive performance gap between what I call the "Survivors" and the "Thrivers."

𝑲𝒆𝒚 𝒕𝒂𝒌𝒆𝒂𝒘𝒂𝒚𝒔 𝒇𝒓𝒐𝒎 𝒐𝒖𝒓 𝒔𝒆𝒔𝒔𝒊𝒐𝒏:
✅ The Singapore Shield: Why local assets are outperforming global ones.
✅ The Growth Alpha: Why low debt isn't enough anymore—you need asset relevance (Data Centres & Suburban Retail).
✅ The Refinancing Wall: How the leaders are turning debt into a tailwind.

In 2026, you can't just buy the index. You have to buy the "Engine."

🎧 Listen to the full deep dive in the link below:
https://reitsavvy.com/insights/money-and-m...

What’s your top REIT pick for 2026? Let’s discuss in the comments! 👇

Kenny Loh is a distinguished MAS Private Wealth Advisor with a specialization in holistic investment planning and estate management. He excels in assisting clients to grow their investment capital and establish passive income streams for retirement. Kenny also facilitates tax-efficient portfolio transfers to beneficiaries, ensuring tax-efficient capital appreciation through risk mitigation approaches and optimized wealth transfer through strategic asset structuring.
👉 https://kennyloh.net...

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#SingaporeREITs #MarketInsights #REITsavvy #REITInvesting #PassiveIncome #FinancialFreedom #SmartInvesting #DividendIncome #RetirementPlanning
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$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) $Cent Accom REIT(8C8U.SI) $NTT DC REIT USD(NTDU.SI)

#SREITs #PassiveIncomeInvesting #Dividend #MoneyFM #KennyLoh

Mixed performance across the sector this week as major REITs released FY2025 and 3Q results:
🔹 AIMS APAC REIT: Strong 3Q performance with NPI up 4.1% YoY. Portfolio occupancy rose to 95.4% with healthy 8.0% rental reversions. $AIMS APAC Reit(O5RU.SI)
🔹 CapitaLand Ascendas REIT (CLAR): FY2025 distributable income grew 1.4% YoY. However, DPU dipped slightly to 15.005 cents due to an enlarged unit base from recent fundraising. $CapLand Ascendas REIT(A17U.SI)
🔹 Digital CORE REIT: FY2025 DPU stood at 3.60 U.S. cents. The REIT expanded its footprint into Japan with a 20% interest acquisition in an Osaka data center. $DigiCore Reit USD(DCRU.SI)
🔹 First REIT: Results supported by built-in rental escalations in Indonesia/Singapore, maintaining a robust 100% occupancy. $First Reit(AW9U.SI)
🔹 CapitaLand China Trust: Focused on portfolio reconstitution, successfully divesting CapitaMall Yuhuating at a premium. $CapLand China T(AU8U.SI)

Check out more info below:
https://reitsavvy.com/insights/s-reits-wee...

Kenny Loh is a distinguished MAS Private Wealth Advisor with a specialization in holistic investment planning and estate management. He excels in assisting clients to grow their investment capital and establish passive income streams for retirement. Kenny also facilitates tax-efficient portfolio transfers to beneficiaries, ensuring tax-efficient capital appreciation through risk mitigation approaches and optimized wealth transfer through strategic asset structuring.
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While the broader Hong Kong market has been under pressure, CATL (3750.HK) and the SGX listed HK SDR $CATL HK SDR 30to1(HCCD.SI)has been showing clear relative strength, supported by both near-term catalysts and long-term structural tailwinds.

📌 Key Catalyst: Hang Seng Index Inclusion

CATL will be added to the Hang Seng Index, effective 9 March 2026.

This is significant because index inclusion often drives structural inflows:

🔹Passive funds and ETFs must buy the stock

🔹Institutions typically position ahead of the effective date

🔹Liquidity and market visibility improve meaningfully

🌍 Global EV Battery Leader

CATL is widely regarded as the world’s leading EV battery manufacturer, supplying major carmakers across China, Europe, and beyond.

The EV battery industry is highly consolidated, and CATL remains firmly at the top of the global supply chain.

🔋 EV Battery Demand Still Growing

According to the Electric Vehicle Battery Technology Market Research Report 2026–2031, released on 17 February 2026, the global EV battery market is expected to expand from US$98.7B (2025) to US$156.9B by 2031, driven by:

🔹Rapid EV adoption + government mandates

🔹Gigafactory expansion worldwide

🔹Battery innovation (sodium-ion, solid-state, multi-chemistry)

🎯Analyst Target Price:

CATL’s average/mean target price is around HKD 600–616, based on multiple financial data providers, significantly above last done price at HKD 531.50.

Source: Investing.com

📈 My Technical View:

Technically, CATL peaked near HKD 614 and has been in a downtrend since 3 Oct. The stock found strong support twice at HKD 458.60, forming a clear double bottom.

My General X Momentum Trend-Following Indicator triggered a Buy Signal on 5 Feb, and price has since broken the downtrend, held firmly above the HKD 523 neckline, and confirmed improving momentum.

🎯 Next targets: HKD 567, then a retest of HKD 614.

🌟My Trade Action:

I plan to go in and buy the $CATL HK SDR 30to1(HCCD.SI)at SGD 2.86-2.88 when the Hong Kong market reopens on Friday after the long CNY holiday.

💡Why invest via SDRs instead of the underlying shares?

Singapore Depository Receipt (SDRs) allow investors to trade overseas companies on SGX in SGD, without opening foreign trading accounts. Benefits include lower FX hassle, familiar trading hours, CDP settlement, and the convenience of managing global exposure within one local portfolio.

For reference only. Please refer to disclaimer: https://tinyurl.com/alex-disclaimer

If you find this analysis useful, I share weekly trading ideas and special trade setups via my WhatsApp community announcement group (one-way, no spam).

👉 To join, simply message ‘Weekly Ideas - InvestSG’ on WhatsApp: https://wa.me/6590908871

The Straits Times Index has crossed the 5,000-point milestone for the first time — a major psychological breakthrough.

In my interview yesterday with Lianhe Zaobao 《联合早报》, I shared that this move reflects a broader shift in global asset allocation. Investors are gradually rotating from US dollar assets into Asian equities, while a stronger Singapore dollar has further boosted the appeal of Singapore markets.

The rally has also been led by index heavyweights, especially the three local banks. With banking stocks making up roughly half of the STI’s weight, their strength has played a decisive role.

Looking ahead, the uptrend may still have room to extend. Valuations remain relatively undemanding, supported by earnings growth, while markets increasingly expect inflation to have peaked and interest rates to be past their highs.

Singapore’s initiatives such as the EQDP (S$5 billion) and the proposed dual-listing channel could further strengthen SGX’s competitiveness and participation.

Importantly, this rise appears to be a multi-day accumulation trend, supported by sector rotation rather than a one-off spike.

Asian markets have also outperformed recently, as US tech and software stocks pulled back amid AI disruption concerns, prompting capital rotation back toward more traditional sectors and Asia.

💡My take for the local market:
Even after the index breakout, investors can still look for value in laggard counters that have yet to fully catch up. Names worth keeping on the watchlist include:
🔹Sembcorp Industries $Sembcorp Ind(U96.SI)
🔹Ho Bee Land $Ho Bee Land(H13.SI)
🔹Seatrium $Seatrium Ltd(5E2.SI)
🔹Wilmar $Wilmar Intl(F34.SI)
🔹Olam Group $Olam Group(VC2.SI)
🔹Local Tech: UMS $UMS(558.SI), AEM $AEM SGD(AWX.SI) , Frencken $Frencken(E28.SI)

Singapore equities are quietly regaining attention, and this breakout may be more than just a headline number.

Read the full Zaobao article here: https://www.zaobao.com.sg/finance/singapor...

For reference only. Please refer to disclaimer: https://tinyurl.com/alex-disclaimer
If you find this analysis useful, I share weekly trading ideas and special trade setups via my WhatsApp community announcement group (one-way, no spam).
👉 To join, simply message ‘Weekly Ideas - InvestSG’ on WhatsApp: https://wa.me/6590908871

This is the weekly investment idea I share regularly with my valued clients.

My Recommendation: BUY at $6.25

🎯Target Price: $6.65 → $7.11

In my view, Sembcorp is one of the strongest long-term plays on Asia’s energy transition, offering a good balance of growth + dividends.
At ~S$6.25, the risk-reward remains attractive.

✅ Key Positives

• Renewables expansion toward ~25GW by 2028


• New hydrogen-ready plant in Singapore by end-2026 to support earnings growth


• Dividend payout raised to 40% (est. 3–4% yield)

⚠️ Key Risks

• Singapore power spreads normalising


• China renewable pricing uncertainty


• Higher debt from Alinta acquisition (still investment-grade)

🎯 Analyst Target Prices

• Phillip Securities: S$7.10


• DBS Research: S$7.40


• UOB Research: S$7.90

➡️ Implies ~14% to 26% upside from current levels.

📈 Technical View:

• Stock has been consolidating for ~2 months


• Strong support around S$5.95


• Recently broke above key resistance at S$6.18 with high volume


• Price is now holding above the 200-day EMA, suggesting the uptrend may resume

🎯 Next upside levels:

• S$6.65 (near-term)


• S$7.11 (next target)

🌟 My Trade Action (General X Signal)

My General X momentum indicator triggered a BUY signal:

• Feb 10: Initiated position, avg S$6.135


• Feb 11: Added at S$6.16


• Feb 12: Added at S$6.29

I see this as a mid- to long-term opportunity, supported by SCI’s structural growth and the strong bullish cycle emerging in the SG market.

📌 Special Notice: Upcoming Results
SCI will release FY2025 results on:
📅 Wed, 25 Feb 2026 (before market opens)

• Short-term traders: expect volatility, avoid holding through results


• Long-term investors: any dip could be a chance to buy on weakness, if the thesis remains intact

$Sembcorp Ind(U96.SI) 

For reference only. Please refer to disclaimer: https://tinyurl.com/alex-disclaimer

If you find this analysis useful, I share weekly trading ideas and special trade setups via my WhatsApp community announcement group (one-way, no spam).

👉 To join, simply message ‘Weekly Ideas - InvestSG’ on WhatsApp: https://wa.me/6590908871