$SGX(S68.SI)continues to consolidate near recent highs, with prices holding above the 24.50 support zone after the earlier breakout. The 25.50 resistance is still acting as the next key level to watch.

Both 100d and 200d moving averages continue to point up, where the broader strength remains intact. The recent 1GT Bullish signal remains in play, with no 1GT Bearish signal yet.

If price can break and close firmly above 25.50, the next leg higher could unfold from here. With prices still holding above support, could SGX build momentum for a clean breakout above 25.50 soon?

$DBS(D05.SI) appears to have found near-term support around the 77.00 level after the recent pullback. This shows that buyers are still defending the higher support zone, while the next key resistance could be around the 80.00 psychological level.

All 20d, 100d and 200d moving averages continue to point up, keeping momentum aligned with the broader uptrend. The 1GT Bullish signal in June remains in play, with no 1GT Bearish signal yet.

If price can continue to hold above 77.00 and build momentum, the next upside target could be drawn toward 80.00. Could DBS make another attempt toward the 80.00 psychological resistance soon?

📈 𝐕𝐞𝐧𝐭𝐮𝐫𝐞 𝐢𝐬 𝐠𝐞𝐭𝐭𝐢𝐧𝐠 𝐜𝐥𝐨𝐬𝐞𝐫 𝐭𝐨 𝐚 𝐤𝐞𝐲 𝐛𝐫𝐞𝐚𝐤𝐨𝐮𝐭 𝐥𝐞𝐯𝐞𝐥…

After recovering from its recent lows, Venture has managed to hold firmly above the $𝟏𝟔.𝟒𝟎 𝐬𝐮𝐩𝐩𝐨𝐫𝐭, with a recent 𝟏𝐆𝐓 𝐁𝐮𝐥𝐥𝐢𝐬𝐡 𝐬𝐢𝐠𝐧𝐚𝐥 highlighting the return of buying interest.

Now, prices are knocking on the door of the key $𝟏𝟕.𝟎𝟎 𝐫𝐞𝐬𝐢𝐬𝐭𝐚𝐧𝐜𝐞.

If $17.00 finally gives way, could this open the door towards $𝟏𝟖.𝟓𝟎 next?

📖 𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐚𝐧𝐚𝐥𝐲𝐬𝐢𝐬 𝐡𝐞𝐫𝐞:
https://joeychoy.beehiiv.com/p/venture-nea...

$Venture(V03.SI) $Venture MB eCW270226(XLPW.SI)

https://youtu.be/YgfUAp5BY3E
$DBS(D05.SI) $OCBC Bank(O39.SI) $UOB(U11.SI) $Singtel(Z74.SI) $Keppel(BN4.SI) $Sembcorp Ind(U96.SI)

https://youtu.be/pQ1_TuIHCew
$DBS(D05.SI) $OCBC Bank(O39.SI) $UOB(U11.SI) $SGX(S68.SI) $Singtel(Z74.SI)

https://www.youtube.com/live/U7KfjXhnVEw?s...
$DBS(D05.SI) $OCBC Bank(O39.SI) $UOB(U11.SI) $SGX(S68.SI) $AEM SGD(AWX.SI) $UMS(558.SI)

Singapore’s healthcare REIT segment provides investors with exposure to healthcare-related properties, with both First REIT and Parkway Life REIT showing a strong focus on the healthcare sector. Based on the comparison data, $First Reit(AW9U.SI) derives 97.7% of its portfolio from healthcare, with the remaining 2.3% in hospitality, while $ParkwayLife Reit(C2PU.SI) has 100% healthcare exposure.

However, the two REITs present very different investment profiles. First REIT offers a significantly higher yield and trades below NAV, while Parkway Life REIT has lower gearing and stronger year-to-date performance but trades at a substantial premium to NAV. This creates a clear contrast between a higher-yield, value-oriented profile and a more conservatively valued healthcare REIT.

Read more below:
https://reitsavvy.com/insights/singapore-h...

Kenny Loh is a distinguished MAS Private Wealth Advisor (RNF: LKK300389588) representing Financial Alliance with a specialization in holistic investment planning and estate management. He excels in assisting clients to grow their investment capital and establish passive income streams for retirement. Kenny also facilitates tax-efficient portfolio transfers to beneficiaries, ensuring tax-efficient capital appreciation through risk mitigation approaches and optimized wealth transfer through strategic asset structuring.
👉 https://www.kennyloh.net/

#SingaporeREITs #Investing #DividendInvesting #PassiveIncome
‌

Leaving your money in a traditional bank account feels safe because the nominal number never drops—but with local bank interest sitting at ~0.05% against Singapore food inflation at 1.8%, your purchasing power is silently bleeding out. If your cash isn't crossing that crucial inflation line, you are mathematically getting poorer every day.

It's time to bridge the "Real Yield" gap and turn passive income into a lifestyle asset. In this Tiger Live stream, we break down the exact mechanics of generating predictable cash flow using everyday financial tools. We will demystify the core income terminology—Dividends, Coupons, and DPUs—and reveal how to construct a low-volatility engine that distributes cash flow automatically. From low-barrier options like T-Bills to high-yielding tools like Singapore REITs, this session provides a concrete blueprint to cover your recurring liabilities, one bill at a time.

Here are the 3 key takeaways from the blueprint:
• Bridge the Real Yield Gap: Traditional bank accounts (~0.05%) and 1-Year T-Bills (~1.45%) fall behind Singapore food inflation (~1.8%), meaning idle cash mathematically loses purchasing power every day.
• The 3 Pillars of Passive Income: Dividends (stocks), Coupons (bonds), and DPUs (REITs) all serve the exact same purpose—generating regular, predictable cash flow without requiring you to sell your underlying capital base.
• Target One Bill at a Time: Build a robust, low-volatility engine by layering assets (T-Bills, SPDR STI ETF, and high-yield Singapore REITs) to systematically match and wipe out your recurring real-world expenses.

https://www.youtube.com/watch?v=c3kls36wvw...

🎤 Meet Your Host Kenny Loh (LKK300389588) Wealth Advisory Director | SGX Academy Trainer | CERTIFIED FINANCIAL PLANNER (CFP®) Kenny specializes in holistic investment planning, estate management, and tax-efficient wealth transfer. As an esteemed SGX Academy trainer focusing on S-REIT investing, he regularly shares insights on MoneyFM 89.3 and at SGX events. He holds the titles of Certified Estate & Legacy Planning Consultant and CFP®, helping clients grow capital and build passive income streams for retirement. https://www.kennyloh.net

The generative AI boom, persistent cloud adoption, and tight supply constraints in core Asia-Pacific hubs continue to fuel the data center sector. Singapore's S-REIT market provides unique exposure to this digital real estate expansion—ranging from pure-play operators to diversified industrial giants.

However, navigating the space requires looking past headline yields. High-density GPU workloads, grid power constraints, variable cost of debt, and geographical concentration create distinct risk profiles across individual counters.

$Keppel DC Reit(AJBU.SI)  $DigiCore Reit USD(DCRU.SI)  $NTT DC REIT USD(NTDU.SI)  $Mapletree Ind Tr(ME8U.SI)  $CapLand Ascendas REIT(A17U.SI) $Stoneweg EUTrust EUR(SET.SI)  $Stoneweg EUTrust SGD(SEB.SI) 

Read more here:

https://reitsavvy.com/insights/navigating-...

I think Geo Energy has a good chance to rebound if coal prices stay strong.

Why are coal prices rising?

LNG supply disruptions and higher gas prices have encouraged some Asian power producers to switch back to coal. Energy security and reliable electricity demand are also supporting coal prices.

This matters directly to Geo:

In 1H26:

🔥 Average coal price: US$47.91 → US$58.13/t
💰Cash profit per tonne: US$10.19 → US$13.30

Coal prices strengthened further to around US$63/t in July, while M42 futures is around US$65/t.

Why am I still positive despite softer 1H26 results?

The weakness was mainly because Geo sold less coal, not because it made less per tonne.

The key could be 2H26. MBJ infrastructure started operations in July, supporting TRA’s production ramp-up. Geo maintains its 11.5–12.5m tonnes FY26 production target.

Simply put:

Higher coal price + more coal to sell + better logistics = potentially stronger 2H earnings.

Analysts' Target Price

🎯 KGI Research: S$1.02

📊 My Technical View

Despite the softer results, the share price rebounded instead of breaking down. It has been consolidating with support at S$0.495. Volume and momentum strengthened last Friday, and my General X system triggered BUY.

Technical Targets:

🎯 S$0.565

🎯 S$0.675

🌟 My Trade Plan

I will initiate my first entry around S$0.525 and add more if it breaks above S$0.565.

⚠️ Exit if price closes below S$0.495.

For reference only.

Disclaimer: https://tinyurl.com/alex-disclaimer

📌 I share weekly trading ideas and special setups in my WhatsApp Community Announcement Group.

👉 WhatsApp "SG"to:
https://wa.me/6590908871

Joining is free.

Back on 26 Apr, I shared that $Olam Group(VC2.SI)'s value unlocking story had only just begun.

At that time, the stock was trading around S$1.03.

As of 12 Jun, Olam closed at S$1.28, delivering a gain of about 24%.

Many investors would take profit after such a strong rally.

I'm doing the opposite.

I'm adding again.

━━━━━━━━━━━━━━━━━━

Why?

Because I believe the story is far from over.

The market is only beginning to recognise Olam's hidden value.

The Olam Agri sale to SALIC alone is expected to add around 63 cents per share, lifting estimated NAV from 182 cents to around 245 cents.

And that's from just one transaction.

There are still more assets that could unlock value over time.

🔹 Potential monetisation of ofi

🔹 Further divestments

🔹 Continued capital returns through dividends and buybacks

🔹 Market valuation still trades at a significant discount to intrinsic value

The sum-of-parts story is still unfolding.

━━━━━━━━━━━━━━━━━━

🎯 Analyst Target Price

• Maybank Research: S$1.60

━━━━━━━━━━━━━━━━━━

The First Wave Delivered

The first wave carried Olam from S$0.975 to S$1.28 as investors gradually recognised the hidden value within the group.

Now, after several weeks of healthy consolidation, the stock appears to be preparing for its next move.

Strong stocks often move in waves.

Breakout.

Consolidation.

Then another advance.

━━━━━━━━━━━━━━━━━━

📊 My Technical View

After bottoming around S$0.81, Olam completed a major trend reversal earlier this year.

The recent consolidation has been healthy, with price finding support around the 20 EMA.

Momentum is starting to improve again, and my General X system remains on BUY.

Next Targets

🎯 S$1.50

🎯 S$1.69

━━━━━━━━━━━━━━━━━━

🌟 My Trade Action

Initiated position on 23 & 24 Apr

Entry: S$1.02 – S$1.03

Added position on 11 & 12 Jun

Entry: S$1.26 – S$1.32

⚠️ Exit if the price closes below the 20 EMA for 2 consecutive days.

No prediction. Just following the trend.

For reference only. Please refer to disclaimer: https://tinyurl.com/alex-disclaimer

📌If you find this analysis useful, I share weekly trading ideas and special trade setups via my WhatsApp community announcement group (one-way, no spam).

👉 To join, simply message ‘InvestSG’ on WhatsApp: https://wa.me/6590908871

Joining is free.

After months of weakness, $Addvalue Tech(A31.SI) could be approaching a turning point. According to Maybank Research, the company is benefiting from strong growth in the space and defence communications sectors, supported by increasing orders, expanding production capacity, and a potential Nasdaq listing of its IDRS business.

Adding to the positive outlook, management carried out its first share buyback in 16 years on 15 July 2026, repurchasing 1.541 million shares at S$0.137. Maybank believes this demonstrates management's confidence that the shares are undervalued and maintains a BUY recommendation with a target price of S$0.34.

Analyst Target Price

🎯 Maybank Research: S$0.34

📈 My Technical View

The share price hit an all-time high of S$0.205 on 29 May before correcting to S$0.132, where it found support. After a false breakdown, the stock has rebounded over the past four trading days, with momentum continuing to build. Today, my General X System triggered a BUY signal, suggesting the uptrend could be resuming.

My Technical Targets

🎯 S$0.169

🎯 S$0.205

🌟 My Trade Action

I initiated a BUY today at an average price of S$0.1443

⚠️ Risk Management

I will exit the position if the share price closes below the 20 EMA for two consecutive trading days.

For reference only. Please refer to the disclaimer:
https://tinyurl.com/alex-disclaimer

📌 If you find this analysis useful, I share weekly trading ideas and special trade setups via my WhatsApp Community Announcement Group (one-way, no spam).

👉 To join, simply WhatsApp "InvestSG" to:
https://wa.me/6590908871

Joining is free.

CDL Hospitality Trusts: A Closer Look Beyond the Discount
Had a great noon on 7 September visiting CDL Hospitality Trusts (CDLHT) as part of SGX's "Stocks on the Move" programme — capped off with a stop at W Singapore – Sentosa Cove, where the newly refreshed rooms (and an excellent plate of chicken rice) made a strong first impression.

For those less familiar, CDLHT is one of Asia's leading hospitality trusts, with a S$3.5 billion portfolio spanning 22 properties across 11 cities and 8 countries — hotels, resorts, UK Build-to-Rent and student accommodation. Singapore remains the core, at over 60% of portfolio value, anchored by names like Orchard Hotel, Grand Copthorne Waterfront and W Singapore.
Three things stood out from the session:

1. A discount that may not last. CDLHT currently trades at roughly 0.55x NAV (S$1.41/unit) — about a 45% discount. With gearing down to 35.3% after a S$250m perpetual securities raise, 73.7% of borrowings on fixed rates, and DPU up 8.6%, the balance sheet is moving in the right direction. The question for investors isn't whether it's cheap — it's what closes the gap.

2. Moxy Singapore Clarke Quay as the next catalyst. This 475-key lifestyle hotel — built on the site of the former Novotel Clarke Quay — is on track for TOP in late 2026 and opening in 1H2027, lifting CDLHT's Singapore room count by ~19% (2,555 to 3,030 keys). It's a good example of "sell the old, unlock the value, keep the location."

3. Reinvestment across the portfolio. Asset enhancement works are underway at M Hotel (415 rooms, completing 3Q2027), Copthorne King's Hotel (167 rooms from 4Q2026) and Hilton Cambridge City Centre (198 rooms from 4Q2026), alongside continued expansion in the UK living sector (BTR and PBSA).

On capital recycling, management reiterated a disciplined, selective approach to divestments — and when asked directly about the possibility of a special dividend from future asset sales, both CEO Vincent Yeo and CIO Mandy Koo acknowledged the question was "noted." Nothing confirmed, but a signal worth watching.

As Vincent Yeo put it: "It is always easy to sell but hard to buy back at a better price" — a good reminder of why Singapore stays core to their strategy even amid the living-sector diversification.

Ultimately, a discount to NAV tells us what the market is willing to pay today. Whether Moxy's ramp-up, the AEIs and improving financing costs are enough to close that gap is the story to watch into 2026–2027.

A big thank you to CEO Vincent Yeo, CIO Mandy Koo and the CDLHT team for their generous hospitality and candid sharing, and to Shimona Wong and the SGX team for putting together another excellent Stocks on the Move session for remisiers and industry participants.

Looking forward to the next one.

I was bullish on Gold this morning and gave my analysis based on Market Structure where Hourly and 4 Hourly are bullish bias. Go long, bought some stocks, at 4.07pm, Gold futures spike with Putin comment on chances of Peace. 8.30pm, Gold spike after unemployment claims data. Push up even more when Fed Governor Waller indicate he will support holding rates steady at Sept meeting. Same trades posted on my InvestSg Portfolio :)

$CNMC Goldmine(5TP.SI)

As of mid-2026, the WMO and NOAA confirm El Niño conditions have developed, with sea surface temperatures warming across the central-eastern equatorial Pacific. Forecasters put the odds of El Niño persisting through Q3 and Q4 2026 at 80-90%+, with a La Niña rebound considered unlikely this year. This marks the pattern's return roughly two years after the strong 2023-24 event, and it typically brings drier weather and disrupted monsoons across Southeast Asia and South Asia — the growing regions behind a large share of the world's cocoa, coffee, rice, and palm oil.

Why palm oil is the clearest trade
El Niño's most tradeable transmission line into Singapore equities runs through palm oil. Indonesia and Malaysia supply roughly 85% of the world's crude palm oil (CPO), and drought stress on oil palm trees tends to show up in yields six to twelve months later — meaning the real production hit from a 2026 El Niño would land into 2027, even as markets price the risk in now. Malaysian and Singaporean research houses have already been raising CPO price targets through H2 2026 on exactly this supply-risk thesis, compounded by firm biodiesel demand.

Names to watch
The trade favours upstream planters over downstream processors, since a higher CPO price flows straight to a planter's bottom line, while it raises a processor's input costs. Three SGX-listed upstream names stand out:

Bumitama Agri (SGX: P8Z) — an Indonesia-focused pure planter with a young, still-maturing tree portfolio; Q1 2026 net profit already jumped roughly 49% on higher CPO prices.

First Resources (SGX: EB5) — a low-cost Indonesian planter generating fat EBITDA margins at current CPO levels, giving strong operating leverage to further price gains.

Golden Agri-Resources (SGX: E5H) — one of the world's largest palm oil plantation groups, offering the broadest scale exposure to a sustained price rally.

Daily charts are showing Higher highs, i'm bullish bias on this sector.