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A place for the Singapore investment community to share information, research and updates.
Buying Your First Property After 40 In Singapore: Hidden Risks To Look Out For
Not everyone has the ability to buy their first home at 35 or younger.… https://thefinance.sg/?p=1657282
Singapore Office Focused REITs Comparison @ 10 December 2024
https://www.reit-tirement.com/2024/12/singapore-office-focused-reits.html
UOB appoints Leong Yung Chee as new Group Chief Financial Officer
Read: https://link.theedgesingapore.com/npS6gzCdnrGAGkQp8
Follow us on: @theedgesg
[PREMIUM CONTENT] CGSI sees Pacific Radiance and Marco Polo Marine as beneficiaries of O&M, initiates coverage with ‘add’ calls
Read: https://link.theedgesingapore.com/JGaWS4kt3SzJv9uL7
Download our app: edgesg.link/appdl
My friend Nick tells me not to waste time on these Wee Hur and Centurion. This is Oiltek international
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iFast launches dedicated China desk to tap Chinese investor needs
https://www.businesstimes.com.sg/companies-markets/ifast-launches-dedicated-china-desk-tap-chinese-investor-needs
Suntec REIT cash offer of S$1.16. What should unitholders do?
https://growbeansprout.com/suntec-reit-cash-offer-2024
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
Keppel and Vietnam firms in talks for new undersea cables: Sources
https://www.straitstimes.com/business/companies-markets/keppel-vietnam-firms-in-talks-for-new-undersea-cables-sources-say
REIT Posts of the Week @ 7 December 2024
https://www.reit-tirement.com/2024/12/reit-posts-of-week-7-december-2024.html
Yangzijiang Shipbuilding and Suntec REIT in focus: Weekly Review with SIAS
https://growbeansprout.com/weekly-market-review-9-dec-2024
Doctor Anywhere cuts 8% of total headcount, some roles in Singapore affected
https://www.straitstimes.com/business/companies-markets/doctor-anywhere-cuts-8-of-total-headcount-some-roles-in-singapore-affected
Global M&A deal value will hit ‘middling’ US$3.5 trillion by end 2024: Bain
https://www.businesstimes.com.sg/companies-markets/global-m-deal-value-will-hit-middling-us3-5-trillion-end-2024-bain
The Business Times (Youtube)
Seizing opportunities in Asia’s new growth frontiers | Panel discussion highlights
With Trump 2.0 potentially intensifying geopolitical and trade tensions, especially in Asia, how can SMEs proactively adapt to manage risks such as increasing production costs and supply chain disruptions?
Watch highlights of the panel discussion as BT’s Anita Gabriel speaks to Koh Kar Siong, Group Head of Corporate and SME Banking, Institutional Banking Group, DBS, Saurabh Dhingra, EY-Parthenon ASEAN Financial Services Strategy Leader and Daniel Tay, Founder and CEO of Foodgnostic.
Read more: https://bt.sg/GpXi
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𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐑𝐄𝐈𝐓𝐬 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐔𝐩𝐝𝐚𝐭𝐞 (Dec 2024)
📈 Technically, FTSE ST REIT index is trading near the support of a big Wedge chart pattern.
🔥 Total Market Cap = S$86.33 Billion (⬇️from $86.76 Billion)
🎯 Average Price/NAV = 0.89 (⬆️from 0.87)
🎯 Average Distribution Yield = 6.08% (⬇️from 6.50%)
🎯 Market Cap Weighted Average Distribution Yield = 6.19% (⬇️from 6.25%)
🎯 Average Gearing Ratio = 39.60% (⬇️from 39.74%)
💹 Average Yield Spread (vs 10 years SG Gov yield) = 3.38% (⬇️from 3.69%)
Bull / Bear Call for S-REIT Sector (In General):
🐮Valuation
🐻🐮Technical
🐮 Interest Rate Direction (⬇️ Another 25 bps by end 2024)
🐻US 10 Year Risk Free Rate
More detail can be found here:
Workers in Singapore hide AI use out of fear and confusion
Read: https://link.theedgesingapore.com/kAzWFuKrhHPn6fT18
Follow us on: @theedgesg
🇸🇬 Singapore Equity Picks: Value nearly tripled since inception
Over the past month, the steady rise in banks’ share prices has propelled the STI Index to break through and trade around the 3,800 levels, a new YTD and multi-year high. Our portfolio benefitted from this rally, with TWRR since inception marking another record high of 199.08% and outperforming the STI’s total return of 83% 🙌
The current value of Singapore Equity Picks is now just shy of three times its initial value back in July 2016. As we approach a more volatile 2025, we continue to maintain a balanced portfolio. Find out the recent adjustments we’ve made to our holdings.
Where to park your cash for higher yield? T-bills vs Fixed Deposit vs SSB (Dec 2024)
https://growbeansprout.com/tbills-vs-fixed-deposit-vs-ssb-yield-dec-2024
Exclusive-Heavy rains to hit Malaysian palm oil output again in December, says MPOB
https://www.channelnewsasia.com/business/exclusive-heavy-rains-hit-malaysian-palm-oil-output-again-december-says-mpob-4805226
My friend Hayden told me to see Centurion and here it is
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Singapore REITs Monthly Update (November 10th, 2024)
https://mystocksinvesting.com/singapore-reits/singapore-reits-monthly-update-november-10th-2024/
UK economy contracts unexpectedly in new blow for finance minister
https://www.straitstimes.com/business/economy/uk-economy-contracts-unexpectedly-in-new-blow-for-finance-minister
Poland's CD Projekt releases trailer for Witcher IV game
https://www.channelnewsasia.com/business/polands-cd-projekt-releases-trailer-witcher-iv-game-4805181
Research Highlights
Sime Darby Property (SIMEPROP)
SIMEPROP secures a 20-year Google data center deal, driving steady income and supporting SHIFT 25 Strategy. Check out this post for key highlights from the company's latest performance.
#ResearchHighlights
Borak Bersama Maybank S2 EP19: 3Q24 Results Roundup
Join Maybank IB Research's Head of Malaysia Equities Research, Wong Chew Hann in our latest episode for an overview of our stocks coverage's earnings during 2024's third quarter results season.
#BorakBersamaMaybank
Panin Bank acquisition could add 2-3% to DBS or OCBC profit: RHB
https://www.businesstimes.com.sg/companies-markets/panin-bank-acquisition-could-add-2-3-dbs-or-ocbc-profit-rhb
Panin Bank acquisition could add 2-3% to DBS’ or OCBC’s profit: RHB
https://www.businesstimes.com.sg/companies-markets/panin-bank-acquisition-could-add-2-3-dbs-or-ocbcs-profit-rhb
Global M&A deal value set to hit ‘middling’ US$3.5 trillion by end 2024: Bain
https://www.businesstimes.com.sg/companies-markets/global-m-deal-value-set-hit-middling-us3-5-trillion-end-2024-bain