Merry Xmas, everyone! 🎄

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𝐌𝐚𝐫𝐤𝐞t 𝐔𝐩𝐝𝐚𝐭𝐞 *10/12/25*

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Gentle reminder: I will be on leave starting tomorrow till Xmas. I hereby wish everyone Merry Xmas in advance.🙂

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STI: 4513 (+6) | HSI: 25434 (-331) | Dow: 47460 (-178) | S&P:6840 (-6) | Nasdaq: 23576 (+30)

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*The calm before the cut*

After a bright start, Wall Street drifted lower last night as everyone basically parked themselves on the sidelines waiting for the Fed. The S&P slipped a touch while the central bank kicked off its meeting, with traders betting nearly 90% on a rate cut. The twist is that officials have been hinting they are not exactly thrilled about delivering a third cut since September without fresh data, thanks to the record shutdown. Hence the new buzz phrase, the hawkish cut, a rate trim with a raised eyebrow.

Tuesday’s data did not change much. Private payrolls nudged higher and job openings barely moved, which gives the Fed cover to keep expectations for 2025 cuts on a short leash. The bigger jobs picture arrives December 16, since October’s unemployment rate has effectively vanished into the shutdown void.

Overall, it was a classic pre Fed session. Low conviction, mild dips and everyone waiting to see just how dovish, or not so dovish, this cut will look when the curtain finally lifts.

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*Stock watch today!*

Astonishing! Simply astonishing! While the whole SG market is meh with biases to the downside, *MarcoPolo Marine*, just kept going on, refreshing its 8-year high to $0.15_. Already exceeded expectations. Also in the shipping/marine sector, *Samudera Shipping* kept testing the resistance of $0.990. While it has not convincingly broken out, the constant “poking” at that resistance may suggest buy strength. That said, do note that both stocks are quite high already. Just highlighting here to keep everyone updated with the movers.

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Sit up, everyone! The *first quarterly review for the iEdge SG Next 50 index* is out. Congrats to *Golden Agri, YZJ Maritime, Centurion Accommodation REIT* for inclusion with effect from 22 Dec. Probably not so good news from *Nanofilm, Samudera, Aztech Global* as they are excluded with effect from the same date.

That said, I don’t expect too much impact at this juncture though. After all, it is a newly minted index and I am not sure how many funds, if any, are tracking the index as of now. We shall see.

https://links.sgx.com/1.0.0/corporate-announcements/0YWGF1M3NC16X7U9/869341_20251209%20iEdge%20Singapore%20Next%2050%20Indices%20Quarterly%20Review.pdf

— *Lippo Malls Indonesia Retail Trust* proposes rights issue of 9,005,267,676 new units to raise $63 million

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*Happening Today*

SG XD:

— Medinex: SGD 0.0084

CN:

⭐ — CPI / PPI

EU:

— ECB President Lagarde Speaks

US:

⭐ —- FOMC rate decision & press conference / Crude Oil Inventory

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*US Stock News*

— President Donald Trump stated, via a Truth Social post, that he will allow *Nvidia* to sell its H200 AI chips to approved customers in China and other countries, albeit with a 25% tariff and with restrictions to ensure U.S. national security.

— *Warner Bros Discovery* has another suitor, as just days after streaming titan *Netflix* was named the winner of a bidding war for the studio, *Paramount Skydance* said it had launched a hostile bid worth $108.4 billion.

— Energy stocks,were in the ascendency, led by *Exxon Mobil Corp* after the latter upgraded its earnings and cash flow outlook for the period spanning between 2024 and 2030.

— *AutoZone* slumped 7% after reporting quarterly results that missed analyst estimates.

— *Toll Brothers* came under pressure following a 3Q earnings miss.

*After-hours movers:*

— *GE Vernova* rose after lifting guidance, doubling its dividend and raising its stock buyback program. It now anticipates $52B of revenue and 20% adjusted EBITDA margin by 2028.

— *AeroVironment* fell after its quarter EPS missed estimates. AeroVironment reported Q2 EPS of $0.44, $0.35 worse than the analyst estimate of $0.79.

— *GameStop* fell after disappointing results. GameStop reported Q3 EPS of $0.13, $0.05 worse than the analyst estimate of $0.18. Revenue for the quarter came in at $821 million versus the consensus estimate of $893.64 million

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*SG Stock news*

— *Duty Free International* announced that its subsidiary and Chin Hin Property agreed to extend the deadline to satisfy conditions for their Johor Bahru joint development agreement by six months to 9 June 2026, with all other terms unchanged.

— *Acrophyte Hospitality Trust* is selling its 127 room Hyatt Place Detroit Livonia hotel to NJA Management Group for US$10 million in cash, a price set about 3% below its independent valuation.

— *Federal International (2000) Ltd* entered into a binding term sheet to sell its 30% stake in PT Gunanusa Utama Fabricators and settle US$13.26M owed by PTG, after which it will no longer be a shareholder.

— *CFM Holdings* announced the completion of its sale of the LINK@AMK property in Singapore on 8 December 2025.

— *SDAI* Signs MoU with Hubei Qiai to Expand into the Mugwort Business

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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

$UOL(U14.SI) Buyers defended the 8.40 support once more as prices once again rebounded from the support.

With the 9.00 target still in sight, with higher targets drawn to 9.50 if the immediate resistance gives way. After brief weakness 20d moving average resumed its upward trajectory, alongside the 100d and 200d moving averages.

Could we see the 4th 1GT Bullish signal appear if the prices break above the 9.00 resistance?

Whether you celebrate or not, I hope this time brings you some well-earned rest and good memories with the people that matter. 😊

Thanks for being part of this journey together. Enjoy the holidays and take care! ❤️🎄

📉📈 𝐌𝐨𝐬𝐭 𝐭𝐫𝐚𝐝𝐞𝐫𝐬 𝐭𝐡𝐢𝐧𝐤 𝐭𝐡𝐞𝐲 𝐮𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 𝐬𝐮𝐩𝐩𝐨𝐫𝐭 & 𝐫𝐞𝐬𝐢𝐬𝐭𝐚𝐧𝐜𝐞…
>> https://youtu.be/RSNe5Q3phlc

But the truth is, most people draw them wrongly, and end up taking low-probability trades.

I just shared a 𝐒𝐔𝐏𝐄𝐑 𝐒𝐈𝐌𝐏𝐋𝐄 𝐌𝐞𝐭𝐡𝐨𝐝 to identify strong support zones, clean resistance levels, and trade them profitably using my 𝐎𝐧𝐞 𝐆𝐨𝐨𝐝 𝐓𝐫𝐞𝐧𝐝 approach.

If you want clearer entries and fewer fakeouts , 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!

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https://www.youtube.com/live/xAu1I4pqtFc?s...
$DBS(D05.SI) $UOB(U11.SI) $OCBC Bank(O39.SI) $Singtel(Z74.SI)

https://youtu.be/MkblB6au3G4
$DBS(D05.SI) $OCBC Bank(O39.SI) $UOB(U11.SI)

https://youtu.be/Xn-bb68vNWo
$DBS(D05.SI) $OCBC Bank(O39.SI) $UOB(U11.SI)

As the year draws to a close and the holiday lights begin to twinkle, I wanted to take a moment to pause and send a heartfelt #MerryChristmas to my entire network!

This season is such a beautiful reminder of the things that truly matter: gratitude, kindness, and the joy of connection. Whether you are spending the day surrounded by family, enjoying a quiet moment of reflection, or celebrating traditions old and new, I hope your heart is full and your spirit is bright.

May your home be filled with laughter, your heart with peace, and your life with abundant blessings as we look forward to a brand-new year.
To my colleagues, partners, and friends: Thank you for being part of my journey this year. You make the hard work rewarding and the successes even sweeter.

Wishing you all a very Merry Christmas and a wonderful holiday season! 🎄🙏🎁

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.

#SeasonOfBlessings #Gratitude #HolidaySpirit #JoyfulSeason

🟢𝐓𝐡𝐞 𝐏𝐢𝐯𝐨𝐭 𝐘𝐞𝐚𝐫: 2026 is expected to be a pivotal recovery year for S-REITs, transitioning from a survival phase to a growth phase, primarily driven by a more accommodative lower interest rate environment.
🟢𝐃𝐏𝐔 𝐈𝐧𝐟𝐥𝐞𝐜𝐭𝐢𝐨𝐧: We expect DPU growth to inflect upwards for the sector as lower interest expenses translate directly to distributable income.
🟢𝐓𝐡𝐞 𝐍𝐞𝐰 𝐌𝐚𝐧𝐭𝐫𝐚: Investors should focus on Quality, Balance Sheet Strength, and Sector Exposure to secular growth trends (Data Centres, Logistics, Suburban Retail).
🟢𝐀𝐜𝐭𝐢𝐨𝐧𝐚𝐛𝐥𝐞 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲: S-REITs are poised to be an attractive income play, with a potential to deliver both stable yield and capital appreciation as market valuations converge with private asset values.

Check out more detail on Tiger Brokers Singapore To The Moon Investors Forum below: 👇👇
https://ttm.financial/post/513564676767808

#SingaporeREITs #MarketOutlook2026 #DividendInvesting #RisksOpportunities #InterestRate

$Mapletree Ind Tr(ME8U.SI) 

• Current Price Action: The stock is trading at $2.04, successfully holding above the psychological $2.00 support level.


• Trendline Health: It is currently testing an ascending trendline (the black diagonal line in your chart). A sustained close below $2.02 would be a cautionary signal, potentially invalidating the recovery trend started in mid-2025.


• Resistance: Immediate overhead resistance is at $2.08, with a more significant barrier at $2.172.


• Fundamental Context: Investors are weighing a recent 5.6% drop in DPU against the growth potential of new Tokyo data center acquisitions.


• Direction: Sideway Consolidation until a breakout (either up or down).

I initiated a position in 𝗖𝗮𝗽𝗶𝘁𝗮𝗹𝗮𝗻𝗱 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 (𝗦𝗚𝗫: 𝟵𝗖𝗜) today, buying at $2.67 and $2.68 shortly after market open.

𝗪𝗵𝘆 𝗜 𝗯𝗼𝘂𝗴𝗵𝘁:
The stock triggered a buy signal from my General X trend-following indicator. Price has broken above the downtrend that has been in place since 29 July 2025, supported by improving volume, a constructive early trend-reversal signal.

Market conditions are also supportive into year-end, with the Straits Times Index hitting a new all-time high of 4,613, providing a positive backdrop for trend-following trades.

On the income side, CLI’s dividend yield has been steady at around 4.5% over the past three years, offering yield support while waiting for capital appreciation.

𝗪𝗵𝘆 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝘀𝗵𝗼𝘂𝗹𝗱 𝗹𝗼𝗼𝗸 𝗮𝘁 𝗖𝗟𝗜 𝗻𝗼𝘄:
Beyond the technical setup, fundamentals are quietly strengthening. CLI is Singapore’s largest commercial manager, overseeing >130 properties and ~S$40bn of assets, which supports stable, recurring, asset-light fee income. Execution on the ground remains strong, with improving retail footfall and tenant sales through experiential concepts and data-driven leasing, now exceeding pre-Covid levels. At the same time, regional expansion via third-party advisory mandates in Malaysia adds growth optionality without heavy balance-sheet risk. CLI is increasingly a real asset manager, not just a property owner.

As always, this is for sharing only, not a recommendation.

On Baidu ( 9888.HK), my General X trend-following momentum indicator has turned positive, and the price is trading above the key EMAs — a buy signal is triggered.
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BUY: Baidu HK SDR 10to1 (SGX: HBUD)
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Indicative Baidu HK SDR price in SGD:
HKD 123.80 (underlying) ÷ 10 (ratio) ÷ 6.0186 (SGD/HKD) = SGD 2.06
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🔹SDRs let you trade overseas blue-chip stocks on SGX in SGD, with lower costs, no FX risk, dividends in SGD, free CDP deposit, and contra trading available.

On Xiaomi (1810.HK), my General X trend-following momentum indicator has turned positive, and the price is trading above the key EMAs — a buy signal is triggered.

BUY: Xiaomi HK SDR 2-to-1 (SGX: HXXD)

Indicative Xiaomi HK SDR price in SGD:
HKD 42.78 (underlying) ÷ 2 (ratio) ÷ 6.0081 (SGD/HKD) = SGD 3.56

🔹SDRs let you trade overseas blue-chip stocks on SGX in SGD, with lower costs, no FX risk, dividends in SGD, free CDP deposit, and contra trading available.