$HongkongLand USD(H78.SI) has rebounded from the 7.80 support zone, with prices now hovering around 8.30 and pushing back toward the 8.80 resistance. 

The 20d moving average has started to turn up again, while the 100d and 200d moving averages are still supporting the broader recovery. The recent 1GT Bullish signal remains in play, with no 1GT Bearish signal yet.

If price can break and close firmly above 8.80, the next upside target could be drawn higher. With momentum picking up again, could a clean breakout above 8.80 spark the next leg higher?

Remember the ideas from our last session?

📈 STI ETF: +5% → warrant +30%
📈 YZJ Shipbuilding: +16% → warrant +47%

This time, I revealed DBS (D05) and the key levels I’m watching towards $80–$85.

🎙 Jamie from Macquarie also showed what the potential returns could look like using warrants if DBS moves in our favour.

Definitely worth catching the replay 👇
🎥 https://youtube.com/live/a9rKl0qfOD4

$DBS(D05.SI) $YZJ Shipbldg SGD(BS6.SI) $Amova STI ETF S$D(G3B.SI)

𝐄𝐯𝐞𝐫 𝐰𝐚𝐭𝐜𝐡𝐞𝐝 𝐚 𝐬𝐭𝐨𝐜𝐤 𝐞𝐱𝐩𝐥𝐨𝐝𝐞 𝟐𝟎–𝟑𝟎% 𝐡𝐢𝐠𝐡𝐞𝐫… 𝐰𝐢𝐭𝐡𝐨𝐮𝐭 𝐲𝐨𝐮 𝐢𝐧 𝐢𝐭? 😩📈
The biggest mistake you can make next?

CHASE IT.

In my latest video, I show you what I do instead — including the 3 second-chance setups I look for to get into a strong trend without letting FOMO take over.

You may have missed Entry #1… but that doesn't mean there won't be an Entry #2.

📹 Watch here: https://youtu.be/qMRk_ieuxFk

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)

https://youtu.be/eenFl3_L8BY?si=-8xi2WyVg0...
$DBS(D05.SI) $OCBC Bank(O39.SI) $UOB(U11.SI) $CNMC Goldmine(5TP.SI)

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-...

Are we moving fast enough with AI, or are we simply caught up in the noise? The initial era of AI experimentation—where organizations rushed to pilot standalone tools like ChatGPT—is rapidly transitioning into an era of AI Reality.

Today, the critical question is no longer "What can AI do?" but rather, "How do we scale AI to deliver real, measurable business value?" In this exclusive live stream, Kenny Tay, the CEO of the Singapore AI Association (SAIA) will unpack the current shifting paradigms of the AI industrial revolution. The session will address how AI is actively reshaping the future of work, the distinct capabilities organizations must build to avoid the "AI adoption gap," and why human-centric skills like critical thinking and leadership remain completely irreplaceable.

Complementing this macro view, financial expert Kenny Loh will pivot from theory to actionable implementation by presenting a comprehensive summary of SGX-listed stocks that possess deep exposure to the booming global AI value chain. From under-the-radar precision engineering and semiconductor testing players to data centre REITs powering the cloud, you will discover how to capture the AI growth wave right here on the local exchange.

Key Takeaways for Attending
1. The Shift from Hype to Reality
• The Reality Check: The initial phase of corporate experimentation is over. Organizations are moving away from merely buying tool subscriptions to completely rethinking workflows and operating models.
• The Scaling Gap: While 80% of organizations are actively experimenting with AI, only 20% are successfully scaling it. The bottleneck is rarely the technology itself; it is a lack of leadership commitment, culture, and structural capability.

2. Redesigning Work, Not Replacing Workers • Evolution of Roles: AI is not simply erasing jobs; it is erasing repetitive, rule-based tasks (e.g., basic report generation, simple data entry).
• The Augmented Workforce: Professions spanning marketing, finance, HR, and software development are becoming heavily AI-assisted. The future competitive edge belongs to humans working alongside AI teammates.
• The Premium on Human Skills: As AI handles content generation and data analysis, human-first traits like Creativity (meaning), Critical Thinking (judgment), Leadership (vision), and Empathy become drastically more valuable.

3. Building a Sustainable Corporate Advantage
• Strategic Capabilities: To survive the transition, businesses must cultivate five core pillars: Leadership Commitment, AI Literacy, Job Redesign, Governance/Trust, and Continuous Learning.
• Responsible AI as a Growth Driver: Governance is not a compliance checklist; it is a core business strategy. Establishing data privacy, fairness, and transparency builds the Trust that drives Adoption, which ultimately creates true Impact.

Capturing the AI Wave on the SGX
• The Hardware Hardware Enablers: While global headlines focus on US tech giants, Singapore houses critical components of the global AI semiconductor supply chain. Local precision engineering and advanced testing semiconductor firms sit directly downstream from global chipmakers, serving as the essential "picks and shovels" of the AI boom.
• The Infrastructure Backbone: The staggering computational requirements of generative AI mean massive, ongoing demand for digital storage and power. Singapore-listed data centre REITs and localized infrastructure players present a highly stable, income-generating avenue to capitalize on global cloud expansion.
• The Dividend Advantage: Unlike many global AI growth stocks that reinvest all capital, select SGX AI-exposed counters allow investors to ride the thematic growth wave while simultaneously benefiting from steady, tax-free dividend distributions.

🎤 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
https://engage.fa.com.sg/author/kenny...

https://www.youtube.com/watch?v=P1BZTSs8zv...

#AIStocks #AIBubble #IPO #investing #AIHype

Should S-REIT managers tell investors more about what lies ahead?

Michelle Martin speaks with Kenny Loh, REIT Specialist and Wealth Advisory Director, about the push for stronger forward guidance from Singapore REITs and whether greater transparency could lead to better investment decisions.

What would constitute meaningful guidance?

What are investors currently hearing  from investor-relations teams?

Could more guidance improve management accountability, or encourage short-term decision-making simply to hit a number?

And should REITs that communicate more transparently ultimately command higher valuations?

Checkout the podcast here:
https://reitsavvy.com/insights/money-and-m...

‌
#SREITs #SingaporeREITs #REITs #SGX #RealEstate #ForwardGuidance #CorporateGovernance #Investing #CapitalMarkets #PlanwithKenny
‌
‌
‌
$FSTAS351020(FSTAS351020.IN)‌ ‌ $LION-PHILLIP S-REIT(CLR.SI)‌ ‌ $CSOP iEdge SREIT ETF US$(SRU.SI)‌ ‌ $CSOP iEdge SREIT ETF S$(SRT.SI)‌ ‌ $UOB AP GRN REIT S$(GRN.SI)‌ ‌ $UOB AP GRN REIT US$(GRE.SI)‌ ‌ $BHG Retail Reit(BMGU.SI)‌ ‌ $CapLand IntCom T(C38U.SI)‌ ‌ $CapLand China T(AU8U.SI)‌ ‌ $Fortune Reit HKD(F25U.SI)‌ ‌ $Frasers Cpt Tr(J69U.SI)‌ ‌ $Lippo Malls Tr(D5IU.SI)‌ ‌ $Mapletree PanAsia Com Tr(N2IU.SI)‌ ‌ $StarhillGbl Reit(P40U.SI)‌ ‌ $IREIT Global(UD1U.SI)‌ ‌$Keppel Reit(K71U.SI)‌ ‌ $ManulifeReit USD(BTOU.SI)‌ ‌ $OUEREIT(TS0U.SI)‌ ‌ $Suntec Reit(T82U.SI)‌ ‌ $AIMSAMP Cap Reit(O5RU.SI)‌ ‌ $CapitaLand Ascendas REIT(A17U.SI)‌ ‌ $EC World Reit(BWCU.SI)‌ ‌ $ESR-REIT(J91U.SI)‌ ‌ $Frasers L&C Tr(BUOU.SI)‌ ‌ $Frasers L&I Tr AUD(BWQU.SI)‌ ‌ $Keppel DC Reit(AJBU.SI)‌ ‌ $Mapletree Ind Tr(ME8U.SI)‌ ‌ $Mapletree Log Tr(M44U.SI)‌ ‌ $Sabana Reit(M1GU.SI)‌ ‌ $Far East HTrust(Q5T.SI)‌ ‌ $CDL HTrust(J85.SI)‌ ‌ $CapLand Ascott T(HMN.SI)‌ ‌ $Frasers HTrust(ACV.SI)‌ ‌ $First Reit(AW9U.SI)‌ ‌ $ParkwayLife Reit(C2PU.SI)‌ ‌ $Dasin Retail Tr(CEDU.SI)‌ ‌ $NikkoAM-STC Asia REIT(CFA.SI)‌ ‌ $Sasseur Reit(CRPU.SI)‌ ‌ $Nikko AM STI ETF(G3B.SI)‌ ‌ $STI ETF(ES3.SI)‌ ‌$CapLand India T(CY6U.SI)‌ ‌ ‌$Acro HTrust USD(XZL.SI)‌ ‌ $Keppel Reit(K71U.SI)‌ ‌ $Prime US ReitUSD(OXMU.SI)‌ ‌ $Lendlease Reit(JYEU.SI)‌ ‌ $NikkoAM-STC Asia REIT(CFA.SI)‌ ‌ $ELITE UK REIT(MXNU.SI)‌ ‌ $UtdHampshReitUSD(ODBU.SI)‌ ‌ $STONEWEG EUROPEAN REIT(CWBU.SI)‌ $Cromwell Reit SGD(CWCU.SI)‌ ‌ $CapitaLandInvest(9CI.SI)‌ ‌ $Daiwa Hse Log Tr(DHLU.SI)‌ ‌ $DigiCore Reit USD(DCRU.SI)‌ ‌ $PARAGON REIT(SK6U.SI) $Stoneweg EUTrust EUR(SET.SI) $Stoneweg EUTrust SGD(SEB.SI) $ESR REIT(9A4U.SI) $Cent Accom REIT(8C8U.SI) $NTT DC REIT USD(NTDU.SI)

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.

I’ve been watching $Singtel(Z74.SI) closely since the selling down of the Singtel Discounted Shares began. From what I see, the selling pressure is gradually easing, which could remove one of the key factors holding back the share price.

At the same time, Singtel’s business is getting better.

Optus is recovering. After several difficult years, we are finally seeing improvement in the business and profitability.

What interests me even more is AI and data centres. Singtel has spent years building its data centres, networks and enterprise capabilities. With AI demand growing rapidly, these assets could become much more valuable. RE:AI is also starting to secure real customers and capacity commitments. This is no longer just an AI story on paper.

Its overseas businesses, especially India and Thailand, are also growing well.

So I no longer see Singtel as simply:

“Buy for dividend and wait.”

The story is changing to:

Dividend + Recovery + AI + Data Centres + Overseas Growth

With the business improving and selling pressure easing, I think the pieces are gradually coming together for Singtel.

🎯 Analysts' Target Price

Maybank Research: S$5.21
Phillip Research: S$5.20

📊 My Technical View

Singtel fell from S$5.05 to S$4.19 following the discounted shares announcement and has been consolidating since June.

The share price has formed a double bottom around S$4.19.

It made its first attempt to resume the uptrend on 28 July, but the breakout failed.

Now, I see momentum getting stronger again over the last few trading sessions. In my view, this second attempt has a better chance of succeeding.

More importantly, my General X system generated a Buy signal last Wednesday.

My Technical Targets

🎯 S$4.70
🎯S$5.05

🌟 My Trade Plan

I will initiate a Buy tomorrow if Singtel stays steady above S$4.49.

⚠️ Risk Management: I will exit if the price closes below the 20 EMA for two consecutive trading days.

For reference only.

Please refer to my disclaimer:
https://tinyurl.com/alex-disclaimer

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

👉 To join, simply WhatsApp “SG” to:
https://wa.me/6590908871

Joining is free.

Are there still opportunities in Chinese companies listed in Hong Kong?
In this podcast, Ellain and I discuss some of the potential opportunities we see in the China market, from leading companies in technology, EVs and other growth sectors.

For Singapore investors, we don’t necessarily have to trade directly in Hong Kong to gain exposure to these companies.

Through Singapore Depository Receipts (SDRs), we can invest in selected Hong Kong-listed companies right here on SGX, during Singapore market hours and in Singapore dollars.

Watch our discussion to find out more!

🚗 EV & Automotive
$BYD HK SDR 10to1(HYDD.SI)
$Xiaomi HK SDR 2to1(HXXD.SI)
$Geely Auto HK SDR 2to1(HGMD.SI)

🔋 Battery & Energy Technology
$CATL HK SDR 30to1(HCCD.SI)
$BYD HK SDR 10to1(HYDD.SI)

💻 Technology & Internet
$Tencent HK SDR 10to1(HTCD.SI)
$Alibaba HK SDR 5to1(HBBD.SI)

📱 Consumer Technology
$Xiaomi HK SDR 2to1(HXXD.SI)

🤖 Robotics & AI
$UBTECHRobo HK SDR10to1(HUUD.SI)

🚀 Beyond China: US Space & Technology
$SpaceX US SDR 100to1(UXSD.SI)
More markets. More sectors. More choices — all through SGX SDRs.

@Ellain

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.

UltraGreen AI will be reporting its 1H26 result today 12 Aug 2026 after market close. Share price is currently trading at US$1.32. If it can close above US$1.32 with body candle close, I will be bullish bias with my next TP at US1.44. SL will be at US$1.21.

$ULTRAGREEN AI USD(ULG.SI)