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A place for the Singapore investment community to share information, research and updates.
XMH Holdings reports 1HFY2025 earnings of $12.6 mil, up 94.5% y-o-y
Read: https://link.theedgesingapore.com/1FGmnkBZqHAzhs1s6
Follow us on: @theedgesg
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
Singapore REITs Monthly Update (November 10th, 2024)
https://mystocksinvesting.com/singapore-reits/singapore-reits-monthly-update-november-10th-2024/
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