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A place for the Singapore investment community to share information and updates
What I have Learned from CapitaLand Ascott Trust’s Presentation
https://www.thesingaporeaninvestor.sg/2024/11/12/what-i-have-learned-from-capitaland-ascott-trusts-presentation/?utm_source=rss&utm_medium=rss&utm_campaign=what-i-have-learned-from-capitaland-ascott-trusts-presentation
Confidence level of Chinese consumers is perhaps at its lowest point in past 20-30 years, former PBOC adviser says
https://www.cnbc.com/video/2024/12/12/china-economy-consumers-not-willing-to-spend-money-former-pboc-adviser-says.html
Scaling up healthcare in the face of a labor & resource crunch
https://www.cnbc.com/video/2024/12/13/scaling-up-healthcare-in-the-face-of-a-labor-resource-crunch.html
Tenstorrent, Hyundai-backed BOS unveil automotive AI chips
https://www.channelnewsasia.com/business/tenstorrent-hyundai-backed-bos-unveil-automotive-ai-chips-4804656
Industrial REITs Comparison - Part 1 @ 3 December 2024
https://www.reit-tirement.com/2024/12/industrial-reits-comparison-part-1-3.html
5 Asian business titans who died in 2024, and created giant legacies
https://www.businesstimes.com.sg/companies-markets/5-asian-business-titans-who-died-2024-and-created-giant-legacies
Growing demand for collagen products in Asia, thanks to ‘healthspan’ consumers
https://www.straitstimes.com/business/companies-markets/growing-demand-for-collagen-products-in-asia-thanks-to-healthspan-consumers
[PREMIUM CONTENT] Brokers’ Digest: Bumitama Agri, Oiltek, ST Engineering, SGX, Suntec REIT, Kimly, SingPost, PropNex, Raffles Medical
Read: https://link.theedgesingapore.com/wb1SucoSyYkY9kQ89
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OIR Market Pulse (13 December 2024)
United Hampshire US REIT: What You Need to Know about the Necessity Retail REIT
https://www.thesingaporeaninvestor.sg/2024/11/18/united-hampshire-us-reit-what-you-need-to-know-about-the-necessity-retail-reit/?utm_source=rss&utm_medium=rss&utm_campaign=united-hampshire-us-reit-what-you-need-to-know-about-the-necessity-retail-reit
Morning update ⏰
🏢 Office S-REITs: Oversupply concerns overstated?
Initial concerns that the approximately 2mn sqft of new office supply in Singapore will hurt rents were unfounded, as majority of new spaces were taken up with minimal disruptions. Core CBD office rents could spring a surprise upturn in 2025. Find out why and which name stands out?
https://go.dbs.com/3ZSkXlu
👩💻 Adobe Inc: FY25F guidance slightly below consensus due to slow AI monetisation
Revenue increased 11% y/y in 4Q24, in line with consensus, while Digital Media revenue increased by 12% y/y. Management guides a 9% y/y increase in revenue in 1Q25F, below consensus estimate of 10%, suggesting slow AI monetisation. What are the potential catalysts ahead?
https://go.dbs.com/3VxY6JF
Broadcom's AI story is driving its stock prices: Strategist
https://www.cnbc.com/video/2024/12/13/eric-ross.html
Too soon to say inflation will accelerate during Trump's second term: Strategist
https://www.cnbc.com/video/2024/12/13/too-soon-to-say-inflation-will-accelerate-during-trumps-second-term.html
Unlock Tax Savings with the Supplementary Retirement Scheme (SRS) in Singapore
https://growbeansprout.com/srs-supplementary-retirement-scheme-tax-savings
Bursa Malaysia Midday Recap: Mostly In The Green
The FBM KLCI continues to gain its momentum, holding steady above the 1,600 mark. Market sentiment improved slightly, with gainers outnumbering laggards. The healthcare sector rebounded after two days of losses, with support from both glove and hospital counters whereas the construction sector also advanced, supported by gains in GAMUDA and SUNCON. On the regional front, China's plans for additional stimulus and a higher budget deficit in 2025 may boost its stock market and positively influence sentiment in the KLCI.
GAMUDA's orderbook is expected to sustain earnings visibility over the next two to three years. Investors eyeing opportunities in the construction sector may consider GAMUDA (Target Price: MYR10.50) as a potential trading opportunitiy. For further insights, access the full report via the Maybank Trade MY app today.
Trade Your Way Forward. Simple, Smart and Seamlessly
#Middayrecap
South Korea looks to assuage tourists spooked by political chaos
https://www.straitstimes.com/business/economy/south-korea-looks-to-assuage-tourists-spooked-by-political-chaos
Technical Analysis: 13 December 2024
🇺🇸 United States
Crowdstrike Holdings Inc (CRWD US)
Microsoft Corp (MSFT US)
Read More: https://www.kgieworld.sg/research/dec13ta24
@kgisg
BOJ to skip rate hike in December, majority of economists say: Reuters poll
https://www.channelnewsasia.com/business/boj-skip-rate-hike-december-majority-economists-say-reuters-poll-4804761
Analysis:BOJ's rate hike plans clouded by small firms' wage woes
https://www.channelnewsasia.com/business/analysisbojs-rate-hike-plans-clouded-small-firms-wage-woes-4804756
Industrial REITs Comparison - Part 2 @ 5 December 2024
https://www.reit-tirement.com/2024/12/industrial-reits-comparison-part-2-5.html
Amazon donating $1 million to Trump inaugural fund, to air event on Prime Video
https://www.channelnewsasia.com/business/amazon-donating-1-million-trump-inaugural-fund-air-event-prime-video-4804706
Elon Musk says SpaceX headquarters to be in Starbase, Texas
https://www.straitstimes.com/business/companies-markets/elon-musk-says-spacex-headquarters-to-be-in-starbase-texas
Japan business mood improves slightly, global risks cloud outlook
https://www.channelnewsasia.com/business/japan-business-mood-improves-slightly-global-risks-cloud-outlook-4804426
Key Highlights from EC World REIT’s Q3 and 9M FY2024 Results
https://www.thesingaporeaninvestor.sg/2024/11/12/key-highlights-from-ec-world-reits-q3-and-9m-fy2024-results/?utm_source=rss&utm_medium=rss&utm_campaign=key-highlights-from-ec-world-reits-q3-and-9m-fy2024-results
3 Singapore REITs that Invest Solely in European Properties
https://www.thesingaporeaninvestor.sg/2024/11/26/3-singapore-reits-that-invest-solely-in-european-properties/?utm_source=rss&utm_medium=rss&utm_campaign=3-singapore-reits-that-invest-solely-in-european-properties
Elon Musk says SpaceX headquarters to be in Starbase, Texas
https://www.channelnewsasia.com/business/elon-musk-says-spacex-headquarters-be-starbase-texas-4804571
Costco has dealt with tariffs before and upcoming ones will not be an issue: Analyst
https://www.cnbc.com/video/2024/12/13/costco-can-cope-with-higher-tariffs.html
Singapore REITs Monthly Update (October 12th, 2024)
https://mystocksinvesting.com/singapore-reits/singapore-reits-monthly-update-october-12th-2024/
Australia’s Biggest IPO Since 2018 Off to Mixed Start in Trading Debut
Read: https://link.theedgesingapore.com/HKGnrmHaySJVbxFv5
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