M1GU, DCRU, M44U, TS0U, T82U & J69U - S-REITs earnings season kicks off
The latest earnings season for Singapore-listed Real Estate Investment Trust (S-REITs) has commenced, with seven trusts reporting their latest financial results or business updates last week.Another 30 S-REITs have also announced that their latest earnings will be scheduled for release between July 28 and Aug 14. Among the 37 S-REITs, 31 are reporting quarterly or half-year financial results, four will provide quarterly business updates, and two will provide full-year financial results. $Sabana Reit(M1GU.SI)$ , $DigiCore Reit USD(DCRU.SI)$ , $Mapletree Log Tr(M44U.SI)$ (MLT) and $OUEREIT(TS0U.SI)$ kicked off
Wall Street Enters the Chain: JPMorgan Eyes Crypto-Collateralized Loans
$Coinbase Global, Inc.(COIN)$$Robinhood(HOOD)$$JPMorgan Chase(JPM)$ In a development that underscores how far digital assets have come from their fringe origins, JPMorgan Chase — the largest U.S. bank by assets — is reportedly piloting a program to offer collateralized loans backed by cryptocurrencies. According to sources close to the matter, the bank is exploring ways to accept select digital assets, such as Bitcoin and Ethereum, as collateral for institutional clients seeking secured credit facilities. For a financial sector that once dismissed cryptocurrencies as “worthless” or “fraudulent,” this represents a remarkable turnaround — and a potential inflectio
Potential market impact of J.Powell's removal as Fed Chair
1. Immediate Market Reactions - Equities: S&P 500 could see 5-8% intraday drop initially (similar to 2018 volatility spike) - Forex: DXY Dollar Index might swing ±2% depending on successor's perceived policy orientation - Bonds: 10Y Treasury yields could gap 15-25bps wider on policy uncertainty 2. Policy Continuity Risks Factor | Current Powell Framework | Successor Risk Inflation Target |
I'm excited to see the Straits Times Index $Straits Times Index(STI.SI)$ rise for the 14th straight trading day, marking its longest winning streak in history. This consistent upward trend is a strong signal of market confidence, and I'm optimistic about what it could mean for the short term. The fact that we're hitting new all-time highs is particularly encouraging, and I view this as a positive foundation for future growth. Looking ahead, I'm intrigued by the upcoming H1 2025 earnings reports from many Singapore-listed companies. The ability of these companies to exceed market expectations will play a crucial role in shaping the STI's outlook. I believe that strong performances could further fuel the
I find it interesting that Bitcoin has dropped for three days and is now hovering below 120,000 US dollars, with profit-taking spikes becoming noticeable. The question of whether this signals short-term consolidation or a trend reversal is on my mind. Given the huge surge in Bitcoin's value over the past weeks, I think this pullback is totally normal and serves as a natural breather for the market. The emergence of divergence, with capital rotating to altcoins, raises the question of whether Bitcoin's dominance will decline further. I am not overly concerned about this shift at the moment. I see it as part of the market's cyclical nature, where altcoins often gain attention after a Bitcoin rally. This rotation could even benefit related stocks like Coinbase
Meme Stock Mania: GoPro and Krispy Kreme Surge, Opendoor and Kohl’s Crash—What’s Next?
The meme stock frenzy is back, and it’s a wild ride. GoPro (GPRO) and Krispy Kreme (DNUT) have skyrocketed overnight, with GoPro surging up to 73% before closing 12.4% higher and Krispy Kreme popping 39% at its peak before ending up 4.6%. Meanwhile, Opendoor (OPEN) plummeted 20% on July 23, 2025, after a 500% monthly surge, and Kohl’s (KSS) shed 14.2% after doubling earlier in the week. This rapid rotation, driven by retail investors and social media hype, has investors buzzing: Should you dive into this speculative chaos, or steer clear? Is targeting the most shorted stocks a winning strategy? This report dives into the meme stock rollercoaster, analyzes the drivers behind these moves, and outlines strategic approaches to navigate this volatile market while managing risks. The Meme Stock
📈 Technically, Singapore REITs sector is currently testing the neckline resistance of an Inverted Head and Shoulders, breaking resistance may propel the S-REIT sector into bullish trend. 🔥 Total Market Cap = S$91.77B (⬆️from S$86.45Billion) 🎯 Average Price/NAV = 0.78 (⬆️ from 0.76) 🎯 Average Distribution Yield = 5.86% (⬇️ from 5.99%) 🎯 Market Cap Weighted Average Distribution Yield = 5.74% (⬇️ from 6.08%) 🎯 Average Gearing Ratio = 39.81% (⬇️ from 39.94%) 💹 Average Yield Spread (vs 10 years SG Gov yield) = 3.90% (⬇️ from 3.95%) 𝗕𝘂𝗹𝗹 / 𝗕𝗲𝗮𝗿 𝗖𝗮𝗹𝗹 𝗳𝗼𝗿 𝗦-𝗥𝗘𝗜𝗧 𝗦𝗲𝗰𝘁𝗼𝗿 (𝗜𝗻 𝗚𝗲𝗻𝗲𝗿𝗮𝗹): 🐮Valuation (22% discount to Market Fair Value) 🐮🐻 Technical Momentum (testing a critical resistance) 🐮 Interest Rate Direction (IF there is 50 bps cut by end 2025) 🐻US 10 Year Risk Free Rate @4.44% which has strong inv
Kenny Loh's H2 2025 Outlook:S-REITs Seem to Start a Bull Trend Now
I am honored to be interviewed by Tiger Trade Community, an online brokerage firm. Here is my mid-year review and outlook on the SREITs market. I hope it is helpful for investors who are interested in investing in real estate funds in Singapore. 👉Follow Kenny Loh Key points for the report:Top 10 SREITs: key features of the winners in the first half of 2025Growth catalysts: What fueled the upswing in SREITs in 2025?Will SREITs outperform US equities in H2 2025?outlook 2025: The path of SREITs amid volatilityMy Picks: SREITs on the path to continued strength Actionable strategies: maximizing returns on SREITs The following is the main text. If you have any questions, please leave a message in the comments section
I strongly believe that Singapore is leading the way in financial literacy education, and it serves as a model for money education worldwide. As one of Asia's financial centers, the country's local specialty is undeniably money, and this focus is reflected in the strong foundation most Singaporeans have in financial literacy. I am convinced that this emphasis sets Singapore apart from other nations. I firmly assert that Singapore does a better job at financial literacy education than other countries. The fact that financial literacy is taught from a young age, with primary school students having dedicated financial education classes, is a testament to the country's commitment. This structured approach gives children a head start that I believe other nations lag behind in providing. I am ce
Philip Morris International Q2 2025 Deep Dive: Igniting Value As Smoke-Free Surge Counters Combustible Decline
$Philip Morris(PM)$ The embers of Philip Morris International's (PM) transformation from a traditional tobacco giant into a smoke-free leader are erupting into a sustained blaze. Q2 2025 results provide compelling evidence that the company's high-stakes pivot is not merely mitigating decline but actively creating substantial new value. While the combustible cigarette portfolio, as expected, continued its secular retreat, the explosive growth across IQOS, ZYN, and the broader smoke-free category surged ahead, driving impressive top-line expansion, robust profitability, and significant market share gains. This quarter wasn't just about weathering a storm; it was about demonstrating the potent ignition of PM's future profit engine, fundamentally reshap
Gold Reclaims $3,400: Trade 1oz Gold and Wait for $3,500?
Gold has stormed back to $3,400 per ounce, boasting a 30% surge at its peak and three consecutive years of gains, fueled by a world on edge—geopolitical tensions and tariff wars steering investors to this timeless safe haven. Enter the futures market’s newest player: the 1-ounce gold contract (1OZ), launched by the CME Group, joining the ranks of Gold (GC) and Micro Gold (MGC). But can gold reclaim its $3,500 throne this year? Should you dive into futures trading with the shiny new 1OZ contract? Buckle up—this post unpacks the rally, the contract, and your next move. The Golden Surge: What’s Driving It? Gold’s relentless climb isn’t random—it’s a reaction to chaos: Global Unrest: Escalating conflicts, like Israel-Iran flare-ups pushing oil to $75/barrel, and U.S.-China tariff spats have ma
A majority of S-REITs have strategically extended their debt maturity profiles beyond two years and secured over 70% of borrowings at fixed rates. These proactive measures were designed to mitigate the impact of prior rate hikes. As a result, while the current environment of potential interest rate cuts may offer some tailwinds, not all REITs will benefit equally due to their hedging positions and capital structure. 👉Follow Kenny Loh Source: REITsavvy $CapLand IntCom T(C38U.SI)$$Mapletree Ind Tr(ME8U.SI)$$Mapletree PanAsia Com Tr(N2IU.SI)$
EURCAD Analysis: Bullish Sequence Extends From Blue Box
Hello traders. Here is another blue box blog post. In a post like this, we review some of the latest blue box trades that Elliottwave-Forecast members took. In this post, the spotlight will be on the EURCAD currency pair. EURCAD is clearly in a bullish sequence from August 22, 2022, in the primary degree wave count. This cycle forms a 3-wave structure. Wave ((A)) ended in April 2023. Then, a wave ((B)) pullback followed and completed at the September 2023 low. From that low, the pair rallied and breached the wave ((A)) high, kickstarting wave ((C)). As a result of that breach, a bullish sequence is now confirmed. Ideally, traders should buy dips in a bullish market and sell bounces in a bearish one. Wave (1) and (2) of ((C)) ended in November 2023 and November 2024, respectively. Then, wav
Yield Comparison of Singapore Fixed Income and Alternative Investments (June 2025)
The latest yield comparison table (as of June 21, 2025) provides a comprehensive overview of fixed income and alternative investment options available to Singapore-based investors. The table highlights current annual yields, risk levels, and other key metrics across a spectrum of products, from government bonds to private credit funds. Key Highlights: Risk-Free Options: Singapore government securities such as the 6-Month and 1-Year T Bills, as well as the Singapore Savings Bonds, continue to offer stable, risk-free returns ranging from 1.96% to 2.49% per annum. These instruments are denominated in SGD and are ideal for conservative investors seeking capital preservation. Fixed Deposits: Fixed deposits at major banks like Maybank and OCBC provide yields between 1.65% and 2.05%. These are al
Ethereum (ETHUSD) Elliott Wave : Forecasting the Rally From Equal Legs Zone
Hello fellow traders. In this technical article, we are going to present Elliott Wave charts of Ethereum ETHUSD . As our members know, ETHUSD has been showing impulsive bullish sequences in the cycle from the 2,118.6 low, pointing to further strength ahead. We have been calling for a rally in ETHUSD since the beginning of July, based on the higher high bullish sequences the crypto was forming. Recently we got an intraday pullback labeled wave ((iv)), which landed right in the equal‑legs zone. In the following section, we’ll explain our Elliott Wave count and present the target area for wave ((v)) ETHUSD Elliott Wave 1 Hour Chart 07.23.2025 ETHUSD is currently doing wave ((iv)) black pull back. The correction appears incomplete at this stage. We anticipate further short-term weakness toward
Real-Time Commentary: Intel Q2 PC & Server CPU Revenue Up; External Foundry Priority Down Chip giant $Intel(INTC)$ reported its Q2 earnings after the bell, with its stock seeing volatile after-hours trading in a 12% range before settling down over 4%. New CEO Lip-Bu Tan is overhauling several prior strategies, making a major pivot in the controversial Intel Foundry business in a bid to restructure the company. However, it remains to be seen whether this behemoth can turn the ship around. Q2 Key Financial Highlights ~Revenue: $12.9 billion, slightly up 0.2% YoY but down 9.8% QoQ. This result beat the company's guidance range of $11.2-$12.4 billion. ~Gross Margin: GAAP gross margin hit a new low at 27.5
Tesla's Autonomy Ascent : Is Tesla Still A Buy Despite Delivery Woes?
🌟🌟🌟Tesla's $Tesla Motors(TSLA)$ announcement that its Robotaxi pilot is hitting San Francisco this weekend, brings fresh hopes to Tesla's investors. Tesla's shares rose 3. 5% despite a Q2 25 revenue slide of 12% to USD 22.4 billion and deliveries down 14%. CEO Elon Musk said that Autonomy is the secret sauce that will catapult Tesla's value to stratospheric heights. But as sceptics point to shrinking margins, stiff Chinese competition and fading US tax credits, is Tesla still a Buy? Let's dissect Tesla's Q2 performance, the Robotaxi rollout and a showdown between Tesla bulls and Tesla bears waving red flags. Tesla's Q2 Performance and Robotaxi Rollout Tesla shares climbed 3.5%
Bitcoin Ecosystem Decoded: BTC Opportunity Scan – Investment Strategies and Case Studies
Welcome to the fifth article in our Bitcoin series, riding the wave of editor's picks and "Idea" highlights from previous instalments on institutional adoption, DeFi revolution, risk landscape, and innovation frontiers. As veteran BTC investors, you're attuned to Bitcoin's decentralised essence—proof-of-work security, a fixed 21 million supply, and its expanding role in DeFi, L2s, and AI integrations. Now, in mid-2025 with BTC trading around $120,000 (a 1.17% daily uptick), we're scanning opportunities through proven investment strategies and real-world case studies. Drawing on fresh market insights, we'll explore how to capitalise on BTC's momentum, blending HODL classics with dynamic DeFi plays while weighing the risks. Charts will illuminate key trends, and I'll share original perspecti
Bitcoin Ecosystem Decoded: BTC's Future Vision – Global Impact and My Ultimate Commentary
Welcome to the grand finale of our Bitcoin series, capping off explorations of institutional adoption, DeFi revolution, risk landscapes, innovation frontiers, and opportunity scans. As dedicated BTC investors, you've journeyed with me through Bitcoin's decentralised core—proof-of-work integrity, a capped 21 million supply, and its metamorphosis into a programmable asset via DeFi, Layer 2s, AI, and cross-chain synergies. Today, on July 26, 2025, with BTC trading around $118,000 (up 1.17% intraday, building on yesterday's close at $116,448 amid policy optimism), we gaze forward. This closing piece delves into BTC's long-term vision, its transformative global influence, opportunities, risks, and my ultimate commentary, drawing on data-driven insights for a profound, original reflection on Bit
💰 Stocks to Watch Today? (25 July) 1. News & Key Market Movers • Amazon (AMZN): In focus ahead of earnings; analysts expect strong AWS and advertising growth, but any cautious guidance could move the stock sharply. • Intel (INTC): Dropped after last night’s results missed on data centre margins—watch for follow-through weakness or contrarian bounce. • Palantir (PLTR): Continues its rally after new analyst upgrades and bullish chatter around its AI positioning—worth watching for momentum trades. • Tesla (TSLA): Rebounding after earnings sell-off, especially as the company preps its San Francisco Robotaxi launch this weekend. High volatility expected! • China Tech/ETFs (YINN, KWEB, HSI): Another leg higher as Hang Seng continues breaking out above 25,000; strong flows into leveraged Chin