#hittarget 🙂

𝐌𝐚𝐫𝐤𝐞t 𝐔𝐩𝐝𝐚𝐭𝐞 *15/4/26*

.

STI: 5008 (+24) | HSI: 25872 (+211) | Dow: 48535 (+317) | S&P: 6967 (+81) | Nasdaq: 23639 (+455)

.

*US Markets Overnight!*

.

*War Noise Fades: Oil slips, Inflation Cools*

.

US markets had a strong, risk-on session, and this one actually had substance behind it. Softer-than-expected PPI helped calm inflation nerves, while oil prices dropped sharply despite ongoing tensions around the Strait of Hormuz. At the same time, the 10-year yield eased and the dollar weakened slightly, a combination that tends to be a tailwind for equities. In short, macro finally cooperated.

.

The rally was led by tech again. The Nasdaq Composite jumped 2% and is now back in positive territory for 2026, extending its win streak to 10 sessions. The S&P 500 rose 1.2% and is within touching distance of record highs, while the Dow Jones Industrial Average added 0.7%. Momentum is clearly intact, and this isn’t just a narrow rally.

.

On the stock front, *Oracle* continued its rebound with another solid gain, while *Meta Platforms* led the Magnificent Seven higher. *Apple* was the only notable laggard in that group. Bank earnings gave a more mixed picture, with Wells Fargo selling off sharply, *JPMorgan Chase* slightly lower, and *Citigroup* managing a modest gain, suggesting investors are still figuring out how to price in the outlook.

.

There was also a bit of spice in single names. *American Airlines Group* surged on merger chatter involving *United Airlines Holdings*, a reminder that M&A rumours still move markets quickly. Meanwhile, *Amazon* climbed after announcing a $11.6 billion deal to acquire *Globalstar*, quietly expanding its footprint in satellite infrastructure.

.

Overall, this is what I gotta say. The market is choosing to focus on falling inflation signals and easing oil prices rather than geopolitical risks. When yields are drifting lower and growth stocks are leading, that’s usually a constructive setup. For now, the path of least resistance still looks higher, but as always, it only takes one catalyst (tweet 😂) to flip the mood.

.

*What’s Brewing Today!*

.

Always good to see STI hitting 5000 again 😃. 2nd day running, *Lum Chang Creations* was up another >7% yesterday. Since Monday, it has risen from $0.815 to close at an ATH of $0.935. Would we be seeing a hat-trick today? Took a quick glance at *Capitaland investments*. Looks like a resistance breakout. Along with it is *Singapore Investments & Finance* which also sees a breakout on the chart. In small cap, *Aoxin Q&M* (disclosure: vested) also saw a similar surge. May want to keep them in watchlist.

.

Tomorrow is the start of the SG earning season, with *Kep DC REIT* releasing its earnings before market opens tomorrow (16 Apr). It will be followed by *Alpha Int REIT* after market close. Vested investors may want to note.

.

===

*Happening Today*

US

— Crude Oil Inventory / Beige Book / NY Empire State Manufacturing Index  (Apr) / Import Price Index (MoM) (Mar) / Export Price Index (MoM) (Mar)

.

===

*SG Stock news*

— *Yangzijiang Maritime* secures leasing agreements for 13 vessels with total contract value of US$89.9 mil

— *Kin Global* aims to raise $10.1 mil from IPO to fund acquisitions

— *LREIT* issues $120 mil worth of perpetual securities with 4.28% rate

— Cohen & Steers bought more *Digital Core REIT* units two days after it sold; bought back units worth US$3.9 mil

— *Addvalue Technologies* announced that EDIS has ceased to be a substantial shareholder after the latter disposed 55m shares at ave price of 9.4c, a total consideration of $5.17m

.

===

*Earning calendar:*

16 Apr: KDCR^, Alpha Int REIT

17 Apr: KORE US REIT^

21 Apr: KREIT^, OUEREIT

22 Apr: Digicore REIT

23 Apr: Keppel^, Capland China^, iFast, Suntec, First REIT

24 Apr: FCT^, CapLand India^, CICT^, Elite UK REIT^

27 Apr: CapLand Ascendas, CapLand Ascott^

28 Apr: MPACT^, MIT, Aztech, SERT, Micro-mechanics, IREIT

29 Apr: CLI^, Wilmar

30 Apr: CDLHT^, FHT^

4 May: UOI

5 May: FLCT^

6 May: GE^

7 May: UOB^

8 May: Frasers Property^

12 May: NTT DC REIT, Prime US REIT

14 May: KIT^, Singpost^, SIA

.

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

These 3 names are showing strong bullish setups and smart money may already be moving in.

GULF, DELTA & PTTEP are lining up nicely on the charts.

And you can access them directly via SGX, $Gulf Dev TH SDR 1to1(TGUD.SI) , $Delta TH SDR 1to1(TDED.SI) , $PTTEP TH SDR 1to1(TPED.SI)

𝐖𝐚𝐧𝐭 𝐭𝐨 𝐟𝐢𝐧𝐝 𝐨𝐮𝐭 𝐰𝐡𝐚𝐭 𝐚𝐫𝐞 𝐭𝐡𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐯𝐞 𝐬𝐞𝐭𝐮𝐩𝐬 𝐚𝐧𝐝 𝐜𝐥𝐞𝐚𝐫 𝐭𝐞𝐜𝐡𝐧𝐢𝐜𝐚𝐥 𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞𝐬 𝐟𝐨𝐫 𝐭𝐡𝐞𝐬𝐞 𝐬𝐭𝐨𝐜𝐤𝐬?

👉 𝐅𝐮𝐥𝐥 𝐰𝐫𝐢𝐭𝐞-𝐮𝐩 𝐡𝐞𝐫𝐞: https://joeychoy.beehiiv.com/p/not-all-tha...

𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐣𝐮𝐬𝐭 𝐫𝐞𝐛𝐨𝐮𝐧𝐝𝐞𝐝 𝐡𝐚𝐫𝐝.
𝐁𝐮𝐭 𝐦𝐨𝐫𝐞 𝐢𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭𝐥𝐲… 𝐚𝐥𝐥 𝟑 𝐔𝐒 𝐢𝐧𝐝𝐢𝐜𝐞𝐬 𝐣𝐮𝐬𝐭 𝐭𝐫𝐢𝐠𝐠𝐞𝐫𝐞𝐝 𝐛𝐮𝐥𝐥𝐢𝐬𝐡 𝐬𝐢𝐠𝐧𝐚𝐥𝐬.

This could be the start of a new trend. Most people are still waiting on the sidelines.
That’s where opportunities get missed. 😎

▶️ Watch here:https://youtu.be/DD85-Jjq7ok

Ever wondered why some stocks swing wildly while others stay relatively calm?

That’s where beta comes in. It’s a simple metric that shows how much a stock moves compared to the market and helps you 𝐡𝐞𝐥𝐩𝐬 𝐲𝐨𝐮 𝐠𝐚𝐮𝐠𝐞 𝐫𝐢𝐬𝐤 𝐛𝐞𝐟𝐨𝐫𝐞 𝐲𝐨𝐮 𝐢𝐧𝐯𝐞𝐬𝐭.

This week’s post breaks it down in plain English, plus 𝐡𝐨𝐰 𝐭𝐨 𝐮𝐬𝐞 𝐛𝐞𝐭𝐚 𝐰𝐢𝐬𝐞𝐥𝐲 (and what not to rely on).

👉 Read it here:
https://joeychoy.beehiiv.com/p/what-is-bet...

@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/cALWrd3H51E?s...
$DBS(D05.SI) $OCB5S(OCB5S.SI) $UOB(U11.SI) $SGX(S68.SI)

https://youtu.be/sZ6x4yFJTyw
$DBS(D05.SI) $OCBC Bank(O39.SI) $UOB(U11.SI) $SGX(S68.SI)

https://youtu.be/gKx4mdDBN_U?si=X0Mw8wxGhz...
$DBS(D05.SI) $OCBC Bank(O39.SI) $UOB(U11.SI) $SGX(S68.SI) $Singtel(Z74.SI) $IX Biopharma(42C.SI) $YZJ Fin Hldg(YF8.SI) $UMS(558.SI) $Frencken(E28.SI)

Had a fantastic deep dive yesterday with Michelle Martin on MONEY FM 89.3, discussing the shifting landscape of Singapore REITs. As we move further into 2026, the strategy for S-REITs has evolved from simple "yield-chasing" to a sophisticated hunt for Alpha and resilience.

‌

Here are the three core themes we covered:

‌

1. 𝐃𝐢𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐨𝐫 𝐃𝐢𝐥𝐮𝐭𝐢𝐨𝐧? 𝐓𝐡𝐞 𝐅𝐢𝐫𝐬𝐭 𝐑𝐄𝐈𝐓 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲 🏥
🟢 $First Reit(AW9U.SI)'s S$471.5M divestment of Indonesian assets is a masterclass in "de-risking."
🟢The Reality: Despite revenue growth, the IDR depreciated ~28% against the SGD over 5 years.
🟢The Move: Crystallizing a 2.1% premium to valuation to build a massive "war chest" (gearing plunging to 16.7%).
🟢Takeaway: Not all sales are exits—this is a strategic recalibration toward stable, developed markets like Japan and Australia.

‌

2. 𝐓𝐡𝐞 𝐌𝐢𝐝-𝐂𝐚𝐩 𝐀𝐥𝐩𝐡𝐚 𝐇𝐮𝐧𝐭 💎
🟢While the "Giant" REITs offer safety, the iEdge Next50 REITs are where the growth is hiding.
🟢Growth Gap: Mid-caps are projected to deliver 4.2% DPU growth—nearly 2.5x higher than large-caps.
🟢Valuation Edge: Buying at a 10-20% discount to NAV while enjoying yields of 7% to 9.5%.
🟢The Catalyst: With MAS/SGX liquidity support (EQDP), we are anticipating a liquidity-driven re-rating as institutional money flows into these undervalued gems.

$Stoneweg EUTrust EUR(SET.SI) $Stoneweg EUTrust SGD(SEB.SI) $OUEREIT(TS0U.SI) $UIBREIT(UIBU.SI) $Sabana Reit(M1GU.SI) $EliteUKREIT GBP(MXNU.SI) $UtdHampshReitUSD(ODBU.SI) 

‌

3. 𝐂𝐚𝐩𝐢𝐭𝐚𝐋𝐚𝐧𝐝 𝐀𝐬𝐜𝐞𝐧𝐝𝐚𝐬 𝐑𝐄𝐈𝐓 (𝐂𝐋𝐀𝐑): 𝐃𝐞𝐟𝐞𝐧𝐬𝐞 + 𝐎𝐟𝐟𝐞𝐧𝐬𝐞 🏗️
🟢 $CapLand Ascendas REIT(A17U.SI)'s S$900M Equity Fund Raising isn't about survival; it’s about dominance in the "New Economy."
🟢Pivot to High Demand: Funding Data Centres in Osaka and Science Parks in Singapore.
🟢Investor Opportunity: The preferential offering at S$2.35 (a ~7.5% discount) allows unitholders to average down at a level 2 standard deviations below its 5-year P/NAV average.

‌

Bottom Line: The S-REIT market is bifurcating. Whether you are playing the defensive blue-chip game or hunting for mid-cap Alpha, execution and asset quality are the only metrics that matter this year.

‌

Did you catch the live show? The podcast link can be found here 👇

https://reitsavvy.com/insights/money-and-m...

‌

‌

Kenny Loh is a distinguished MAS Private Wealth Advisor (RNF: LKK300389588) representing Financial Alliance 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://www.kennyloh.net/
‌
Disclaimer: This analysis is for educational purposes only and does not constitute financial advice or a recommendation to buy or sell any securities. Investing involves risk. Please consult a licensed financial advisor to ensure any investment is suitable for your specific financial circumstances and risk profile.

‌1. Technical Analysis (TA) $Keppel Reit(K71U.SI) 

The chart shows a classic "recovery and consolidation" phase. After a significant rally in 2025, the price is currently navigating a corrective phase.

• Downtrend Channel: The stock is currently trading within a clear Downtrend Channel (blue lines). For a bullish reversal, the price needs to break out above the upper resistance line, currently around $0.935–$0.940.


• Pattern History: Note the successful Double Bottom in early 2025 (circled in blue), which led to a massive breakout. The current price action is a healthy pullback following that major run.

2. Fundamental Analysis (FA)

Despite the recent price softening, the underlying fundamentals remain robust, though DPU (Distribution Per Unit) has faced some compression.

• Strong Operational Metrics: Keppel REIT achieved a high portfolio occupancy of 96.7% and impressive rental reversions of 11.5% in the latest full-year results. This suggests strong demand for Grade A office space in Singapore's CBD.


• Asset Quality: The portfolio value stands at $11.7 billion, bolstered by the strategic acquisition of a 75% stake in Top Ryde City Shopping Centre (Sydney) and additional interest in MBFC Tower 3.


• Yield & Valuation: With a unit price around $0.92 and analyst target prices averaging $1.06 (e.g., OCBC Research), the stock is trading at a significant discount to its intrinsic value.


• The DPU Catch: FY2025 DPU fell 6.6% year-on-year to 5.23 cents. This was primarily due to higher borrowing costs and the transition of management fees being paid in cash rather than units, which impacts immediate distributable income but reduces future dilution.

Source: REITsavvy.com Screene (Keppel REIT)

3. Macro Challenges & Opportunities

Challenges

• Interest Rate "Higher for Longer": While rates have stabilized in 2026, the cost of debt remains higher than in the 2021-2023 era. Refinancing maturing loans continues to be a drag on DPU growth.


• Geopolitical Friction: Rising tensions in the Middle East and global trade uncertainties (e.g., China-US relations) can trigger "risk-off" sentiment, causing REITs to sell off regardless of fundamentals.


• Office Supply: While Core CBD supply is limited, any unexpected increase in shadow space or shifts in hybrid work trends could cap rental growth.

Opportunities

• "Normalizing" Rates: As we move further into 2026, the stabilization of the SGD SOR/SORA rates provides more predictability for Keppel’s interest expense management.


• Flight to Quality: Tenants are increasingly prioritizing green-certified, high-spec Grade A offices (like those in Keppel’s portfolio) to meet ESG mandates, allowing Keppel to command premium rents.


• Yield Spread: As fixed deposit rates begin to soften, the 5.5%–6.0% yield offered by Keppel REIT becomes increasingly attractive to income-focused investors.

Conclusion: Keppel REIT is fundamentally strong but technically "stuck" in a downtrend channel. A breakout above $0.94 on strong volume would be the signal that the macro-recovery is finally being priced in.

‌

Kenny Loh is a distinguished MAS Private Wealth Advisor (RNF: LKK300389588) representing Financial Alliance 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://www.kennyloh.net/

Disclaimer: This analysis is for educational purposes only and does not constitute financial advice or a recommendation to buy or sell any securities. Investing involves risk. Please consult a licensed financial advisor to ensure any investment is suitable for your specific financial circumstances and risk profile.

$Kep Infra Tr(A7RU.SI)

Technical Analysis (TA)

The chart reflects a "V-shaped" bottoming process that began in mid-2025, but momentum is currently hitting a critical ceiling.

• Price Action: KIT is trading at $0.530. It has seen a massive rally from the $0.40 lows, but it is currently hitting heavy overhead resistance.


• Support & Resistance:
  Resistance: There is a major "brick wall" at $0.550 (represented by the top horizontal line). The stock failed to break this in early 2026 and is currently testing the $0.509 level, which has flipped from resistance to support.
  Support: Immediate support is at $0.517 (50-day MA). A stronger floor sits at $0.476 (200-day MA).


• Moving Averages: The 20-day and 50-day MAs (pink/blue) are trending above the 200-day MA (green), confirming a medium-term uptrend. However, the price is currently "pinched" between $0.51 and $0.54, suggesting a period of consolidation.

Fundamental Analysis (FA)

KIT's FY2025 results were record-breaking, though heavily influenced by capital recycling.

• Record Distributable Income: KIT reported a 24.4% jump in distributable income to $249.5 million for FY2025.


• The "Divestment" Factor: Much of this growth came from one-off gains (about $49 million) from selling stakes in Philippine Coastal and Ventura. Excluding these, core performance was stable but flat.


• Yield & Dividends:
  FY2025 DPU: 3.94 cents (a slight 1% increase).
  Current Yield: At $0.53, the yield sits at a healthy 7.4% - 7.6%.
  Next Payout: The next quarterly dividend (estimated $0.02) has an ex-date around May 11, 2026.


• Gearing: Net gearing improved to 38.7%, giving the trust roughly $600 million - $800 million in debt headroom for new acquisitions without needing an equity fundraise (EFR).

Future Business Outlook (Singapore & Global)

KIT is evolving from a traditional "waste and water" trust into a "Digital & Energy Transition" powerhouse.

1. Digital Infrastructure Expansion

The acquisition of a 46.7% stake in Global Marine Group (GMG) in late 2025 is the key growth story for 2026. This marks KIT's entry into subsea cable maintenance—a high-barrier-to-entry business that supports global AI and data center growth. We will see the first full-year contribution from this segment in 2026.

2. Energy Transition (City Energy & Solar) 

City Energy remains the "cash cow," but growth is coming from the German Solar Portfolio and European wind farms. While the wind segment saw a dip in 2025 due to lower energy prices in Europe, the 2026 outlook is more stable as power purchase agreements (PPAs) reset.

3. Environmental Segment Headwinds

This is the "weak link" for now. The Senoko Waste-to-Energy plant is contributing less following its concession extension, and Eco Management Korea (EMK) is facing price pressure in the landfill business. Management is currently expanding EMK’s incineration capacity to offset this, but results won't materialize until 2027.

Summary Verdict

• For Income Seekers: KIT remains a core "Yield Play." The 7.5% yield is well-covered by cash flows, even without divestment gains.


• For Capital Growth: The "easy money" from the $0.40 recovery has been made. To break above $0.55, the market needs to see successful integration of the GMG acquisition and a turnaround in the Korean environmental assets.

‌

‌

Kenny Loh is a distinguished MAS Private Wealth Advisor (RNF: LKK300389588) representing Financial Alliance 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://www.kennyloh.net/

Last week market sentiment is turning up. Momentum getting stronger. Construction sector is moving.

My favorite, nothing compares to $Wee Hur(E3B.SI).

I have been following Wee Hur since 21 cents two years ago.
I rode the trend with my clients, monitoring it day in day out.

Today, Wee Hur is no longer just a small construction company.

Wee Hur is now part of the iEdge Singapore Next 50 Index

• It is among the next tier of large and liquid companies on SGX


• More visibility to institutional investors


• Potential inclusion in fund flows linked to EQDP initiatives and future ETFs

To me, it has two engines now:

🏗️Engine 1: Construction

• S$673m order book


• Visibility till around 2029


• Supported by strong project pipeline


• This gives the company multi year earnings visibility

🏢 Engine 2: Dormitory

• Pioneer Lodge expansion with +67% capacity


• +10,500 beds already completed in FY25


• Meaningful earnings uplift expected from FY26

This is important.

👉Recurring income
👉Rising dorm rents
👉More stable earnings profile

📊 Analyst Target Price:

Phillip Research: S$1.08
DBS Research: S$0.90

📉 Technical View:

Wee Hur price action is almost textbook for technical analysis.

It corrected significantly after forming a triple top around 0.925,
and came down to form a triple bottom near 0.64.

Last Friday, price broke above the 200EMA,
coinciding with DBS initiating Buy with target price 0.90.

My General X momentum trend following indicator also triggered a buy signal on Friday.

📌 My Trade Action

I initiated a position with an average price of 0.7333 on Friday

Target:

🎯 0.785
🎯 0.85
🎯 0.925

⚠️ Exit if the price closes below 20 EMA for 2 consecutive days

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 ‘InvestSG’ on WhatsApp: https://wa.me/6590908871

I trade for myself and my clients. I’m a remisier and one of the top traders at Phillip Securities.

I joined this 3-week tournament for educational purposes and to promote the local market.

My goal is simple:
👉 show that steady,  consistent profits can come from a simple rules, discipline and proper risk management.

For educational purposes, I set my own rules for this tournament:
🔹No leverage
🔹No hedging
🔹No illiquid small-cap high-risk counters
🔹One counter at a time

Keep it simple, as my real trading is much more complex

Some colleagues asked me,
'Why join? What if you lose? Won’t it affect your reputation as a top trader?'

Honestly, I have zero pressure.
This is exactly how I trade every day. Some more losses are part of trading.

Even though this is virtual capital, every trade mirrors my real positions.

So, this is not a game —
it’s my real trading process.

First 5 days: +9%.

Here’s how I did it 👇

Week 1 Trades (Simple Breakdown)

Apr 06
Bought $China Aviation(G92.SI) at 2.17 when the market opened
Stock went up to 2.24 but closed back at 2.17

🔹Thought:
Momentum was there, but not happy with the weak close

Apr 07
China Aviation opened strong, hit 2.20, then dropped fast
Cut loss at 2.14 within the first 60 mins

🔹Thought:
Bad start, but must cut fast when wrong

Saw $Wilmar Intl(F34.SI) break 3.88 resistance
Bought at 3.89
Closed at 3.93 (day high), kept overnight

🔹Thought:
Clean breakout, momentum looks good

Apr 08
Ceasefire news before market open, oil dropped
Sold Wilmar at 3.95 at open

🔹Thought:
Oil down, better to exit first

17 mins later, system detected $IFAST(AIY.SI) moving
Bought at 9.16
Closed at 9.34 (day high), kept overnight

🔹Thought:
Fresh momentum play, follow system

Apr 09
iFAST showed weakness before lunch
Sold at 9.42–9.43

🔹Thought:
Momentum slowing, take profit

Thai market opened at 11am (SG time)

Delta Electronics broke all-time high
Bought $Delta TH SDR 1to1(TDED.SI) at 11.69–11.74

🔹Thought:
Strong breakout, AI theme
📌I’m SGX SDR Ambassador, familiar with SDR, high conviction.

Delta is largest company in Thai market by market cap.

Apr 10
Delta continued up
Sold the SDR at 12.51 after lunch

🔹Thought:
Momentum slowing and I don’t want to hold over the weekend

Final Thoughts

I focus on doing the right things:
Cut loss fast
Follow momentum
React, not predict
Stay disciplined

That’s how the +9% came in 5 days.

My simulation portfolio link: alexlowwh - Portfolio

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

📍 I help clients who are willing to pay higher commissions to trade, aiming for higher returns (>12%). If you’re interested, feel free to reach me on WhatsApp: https://wa.me/6590908871

📌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

💡If you want to learn the basics of trading, you can watch my chinese webinar on YouTube: https://www.youtube.com/watch?v=_1pKcfqcgQo

$SIA(C6L.SI) 

Starting Point — My Initial Trade

On 7 Feb 2026, I shared my view on SIA and bought at $6.70.

Since then, the price action has been quite interesting. Let me walk you through what happened.

Phase 1: Breakout After Results

After the FY25 results on 24 Feb, SIA moved up nicely and hit my first target at $7.18.

At the same time, sentiment improved quickly and analysts started upgrading their views:

• Phillip Research: $7.00
• Maybank: $7.03
• UOB Kay Hian: $7.18
• DBS Research: $7.50

Everything was moving in the right direction.

Phase 2: Sudden Shock from War

Then the market got hit by unexpected news.

On 28 Feb, the Iran US conflict started. Oil spiked above $100, and SIA gapped down on 2 Mar.

This kind of move usually shakes out a lot of weak holders.

Phase 3: Company Steps In

But what caught my attention was the company’s reaction.

Between 2 Mar and 6 Mar, SIA stepped in to buy back shares:

• Around 3 million shares
• Price range: $6.57 to $6.89

To me, this is a strong signal. Management clearly does not agree with the sell off.

Phase 4: Testing and Stabilising

On 9 Mar, the price dropped to $6.33 but did not stay there.

It rebounded and since then has been consolidating between $6.52 and $6.71.

Despite oil staying above $100 and the war still ongoing, SIA is holding its ground. It is not breaking down. It is just quietly stabilising.

What I’m Seeing on the Ground

As a remisier and trader on the ground, this kind of price behaviour is something you can feel.

The market is not weak. In fact, there is underlying resilience, especially in our local names.

In the last two trading sessions, momentum started to pick up again. My General X momentum trend following system triggered a BUY signal on Thursday.

Trade Plan — What I Will Do Next

Everything now comes down to one key level.

If SIA can hold above or break $6.71 again next week, the chances of another move up is high.

My plan is simple.

I will buy on strength if it breaks $6.71 again on Monday.

Targets:

🎯$6.90
🎯$7.18

My previous post: https://www.investsg.asia/posts/2875162

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

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