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A place for the Singapore investment community to share information, research and updates.
REIT Posts of the Week @ 7 December 2024
https://www.reit-tirement.com/2024/12/reit-posts-of-week-7-december-2024.html
Credit Research Insights EP72 (12 Dec 2024): SGD Credit Outlook 1H2025
In this episode, we delve into the outlook for SGD Credit market in 2025, covering the following:
💪 Strong Performance in YTD 2024: A recap of the positive performance driven by lower interest rates and spread compression. SGD Credit market outperformed Asia-dollar IG bonds considerably on local currency basis.
🔮 Outlook for 2025: A cautiously optimism for the year ahead, with potential challenges from geopolitical uncertainties and rate hikes.
🏙️ Sectoral Deep Dive: Insights into the performance and outlook for various sectors, including S-REITs, Singapore Property market and financial institutions.
#OCBCResearchInsights #CreditInsights #ChinMengTee
Yangzijiang Shipbuilding and Suntec REIT in focus: Weekly Review with SIAS
https://growbeansprout.com/weekly-market-review-9-dec-2024
Guide for Condo Owners: Steps To Buy an HDB Flat After Selling Your Private Property in Singapore
Key Considerations for Selling Your Condo and Buying an HDB Flat: 15-Month Waiting Period,… https://thefinance.sg/?p=1657253
Temasek firm’s deal values Malaysia 5G winner at RM7.5 billion
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/temasek-firms-deal-values-malaysia-5g-winner-rm7-5-billion
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
Samsung accuses India antitrust body of detaining employees, seizing data unlawfully
https://www.channelnewsasia.com/business/samsung-accuses-india-antitrust-body-detaining-employees-seizing-data-unlawfully-4802841
Jun Yuan’s 2024 Year in Review
https://www.thesingaporeaninvestor.sg/2024/12/05/jun-yuans-2024-year-in-review/?utm_source=rss&utm_medium=rss&utm_campaign=jun-yuans-2024-year-in-review
AIMS APAC REIT advances sustainability initiatives
Read: https://link.theedgesingapore.com/ExJUD4XSnp8XS5y26
Follow us on: @theedgesg
Dollar steady, Swiss franc falls on large rate cut
https://www.channelnewsasia.com/business/dollar-steady-swiss-franc-falls-large-rate-cut-4802206
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