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A place for the Singapore investment community to share information, research and updates.
Dollar steady despite rate cut bets; Aussie bounces after jobs data
https://www.channelnewsasia.com/
Veteran China watcher reveals key signals to track for when stimulus begins to materially boost China’s growth
https://www.cnbc.com/video/2024/12/11/veteran-china-watcher-reveals-key-signals-to-track-for-when-stimulus-begins-to-materially-boost-chinaas-growth.html
South Korea to safeguard competition after Korean Air, Asiana merger
https://www.businesstimes.com.sg/companies-markets/transport-logistics/south-korea-safeguard-competition-after-korean-air-asiana-merger
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
Blackstone to acquire Tokyo office building from Seibu in $2.6 billion deal
https://www.channelnewsasia.com/business/blackstone-acquire-tokyo-office-building-seibu-26-billion-deal-4802686
Industrial REITs Comparison - Part 2 @ 5 December 2024
https://www.reit-tirement.com/2024/12/industrial-reits-comparison-part-2-5.html
Tariff threats unlikely to dethrone TSMC, says analyst
https://www.cnbc.com/video/2024/12/11/tariff-threats-unlikely-to-dethrone-tsmc-says-analyst.html
Korean Air completes Asiana takeover to form one of Asia’s biggest airlines
https://www.businesstimes.com.sg/companies-markets/transport-logistics/korean-air-completes-asiana-takeover-form-one-asias-biggest-airlines
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
Citi Wealth urges investors to look past S&P 500 for 2025 gains
Read: https://link.theedgesingapore.com/v1F14U553V5g9ewZ8
Follow us on: @theedgesg
Unlock Tax Savings with the Supplementary Retirement Scheme (SRS) in Singapore
https://growbeansprout.com/srs-supplementary-retirement-scheme-tax-savings
Research Highlights
3Q24 Results Roundup
Our analysts have compiled a list of key highlights from their most recent results roundup report. Check out today’s post to find out what sectors there are overweight and underweight on, and to find out what their top buys are.
#ResearchHighlights
Pinebridge, T. Rowe Price flag Turkish lira as top EM currency bet
Read: https://link.theedgesingapore.com/KKLJeSgBGJQkW8zb6
Follow us on: @theedgesg
Shein IPO: UK regulator decision slowed by NGO challenge, sources say
https://www.straitstimes.com/business/companies-markets/shein-ipo-uk-regulator-decision-slowed-by-ngo-challenge-sources-say
Haleon Pakistan to manufacture Centrum multivitamins
https://www.channelnewsasia.com/business/haleon-pakistan-manufacture-centrum-multivitamins-4802786
The dynamics of this latest Treasury Bills issue is a bit weird. We are seeing the yields go up for some of the very short term bond issues but yields go down for those with longer maturity. Given all this, I think it is likely the yield of the 6-month Singapore Treasury Bill will go down to 2.97%.
https://investmentmoats.com/saving-and-investing-my-money/new-6-month-singapore-t-bill-yield-late-december-2024-singaporean-savers/
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
Blackstone to buy Tokyo complex from Seibu for 400 billion yen
https://www.businesstimes.com.sg/companies-markets/blackstone-buy-tokyo-complex-seibu-400-billion-yen
Industrial REITs Comparison - Part 1 @ 3 December 2024
https://www.reit-tirement.com/2024/12/industrial-reits-comparison-part-1-3.html
Suntory appoints VP and founding family member Torii as president
https://www.channelnewsasia.com/business/suntory-appoints-vp-and-founding-family-member-torii-president-4802651
Temasek’s ST Telemedia says financial instruments included in sale of ‘majority stake’ in U Mobile
https://www.straitstimes.com/business/companies-markets/temaseks-st-telemedia-says-financial-instruments-included-in-sale-of-majority-stake-in-u-mobile
Technical Analysis: 12 December 2024
🇺🇸 United States
Arm Holdings plc (ARM US)
Upstart Holdings Inc (UPST US)
Read More: https://www.kgieworld.sg/research/dec12ta24
@kgisg
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
Research Highlights
Press Metal Aluminium
Post 3Q24 results, our analysts have revised their expectations for company earnings slightly higher and this has pushed up our target price slightly. Check out today’s post for an overview of the company’s latest earnings and outlook.
#ResearchHighlights
Singapore REITs Monthly Update (October 12th, 2024)
https://mystocksinvesting.com/singapore-reits/singapore-reits-monthly-update-october-12th-2024/
New CPF Medisave Basic Health Care (BHS) sum for the new year is $75500 a rise of 5.6% from $71500
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Property agents may have to meet minimum transactions to remain registered
https://www.channelnewsasia.com/singapore/property-agents-minimum-transactions-remain-registered-cea-4800336
Logistics Focused REITs Comparison @ 8 December 2024
https://www.reit-tirement.com/2024/12/logistics-focused-reits-comparison-8.html
Money and Me: Finding attractive S-REITs in a rate cutting environment
https://mystocksinvesting.com/monthly-market-update/money-and-me-finding-attractive-s-reits-in-a-rate-cutting-environment/