Kenny_Loh
Kenny_LohCertificated Media
Tiger Certification: SGX SREITS Specialist.REITsavvy Funder. Investment & Legacy Specialist.
19Follow
1697Followers
0Topic
0Badge

Live Recap 4: Putting SRS Money to Work โ€” ETFs, REITs, Insurance and Retirement Income

1.Live Review Introduction ๐Ÿ”— Unlocking Your SRS Potential Tiger Brokers livestream hosted by Esther from Tiger Community, featuring Kenny Loh, Wealth Advisory Director and REITs specialist. To close out, Kenny showed what SRS money can actually be invested in, how it fits into a retirement income plan, and answered audience questions. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for educa
Live Recap 4: Putting SRS Money to Work โ€” ETFs, REITs, Insurance and Retirement Income

Live Recap 3: How SRS Cuts Your Tax Bill โ€” Two Worked Examples

1.Live Review Introduction ๐Ÿ”— Unlocking Your SRS Potential Tiger Brokers livestream hosted by Esther from Tiger Community, featuring Kenny Loh, Wealth Advisory Director and REITs specialist. This recap covers the practical core of the session: how SRS relief flows into your tax bill, how to read your Notice of Assessment, and two worked examples. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictl
Live Recap 3: How SRS Cuts Your Tax Bill โ€” Two Worked Examples

Live Recap 2: The 0.05% Problem โ€” What Idle SRS Cash Really Costs You

1.Live Review Introduction ๐Ÿ”— Unlocking Your SRS Potential Tiger Brokers livestream hosted by Esther from Tiger Community, featuring Kenny Loh, Wealth Advisory Director and REITs specialist. In this recap, Kenny explains the catch in SRS: the default interest rate, the withdrawal rules and why inflation makes idle cash costly. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and
Live Recap 2: The 0.05% Problem โ€” What Idle SRS Cash Really Costs You

Live Recap 1: SRS 101 โ€” What It Is, Who Can Use It, and Where Singapore's $23.9bn Actually Goes

1.Live Review Introduction ๐Ÿ”— Unlocking Your SRS Potential Tiger Brokers livestream hosted by Esther from Tiger Community, featuring Kenny Loh, Wealth Advisory Director and REITs specialist (MBA, CFPยฎ, IBFA, AEPPยฎ). Kenny is an SGX Academy trainer for S-REIT investing and a regular commentator on MoneyFM 89.3, focusing on retirement, investment and legacy planning. Kenny built this session to be hands-on, asking viewers to download their latest Notice of Assessment from Singpass/IRAS and follow along with
Live Recap 1: SRS 101 โ€” What It Is, Who Can Use It, and Where Singapore's $23.9bn Actually Goes

Singapore Healthcare REITs: First REIT vs Parkway Life REIT

Singaporeโ€™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 $ParkwayLife Reit(C2PU.SI)$ 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 val
Singapore Healthcare REITs: First REIT vs Parkway Life REIT

Navigating Singaporeโ€™s Data Center REITs: AI Growth vs. Macro Headwinds

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 expansionโ€”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. 1. Keppel DC REIT (SGX: AJBU) โ€” The Blue-Chip Pure Play $Keppel DC Reit(AJBU.SI)$ Keppel DC REIT remains the marquee pure-play option for regional investors seeking targeted exposure. Tailwinds: Superior Balance Sheet
Navigating Singaporeโ€™s Data Center REITs: AI Growth vs. Macro Headwinds

Beyond the "Beat or Miss": Why Singapore REITs Must Reclaim Forward Earnings Guidance

When UI Boustead REIT recently reported its maiden financial results post-listing, the market's initial reaction followed a predictable media script: Net Property Income (NPI) had fallen 4.3% below its prorated IPO forecast. Predictably, short-term observers focused heavily on the variance. Yet a closer look under the hood revealed a remarkably resilient business. Portfolio occupancy improved meaningfully, the Japan assets achieved full committed occupancy, Singapore rental reversions remained firmly positive, property operating expenses came in below budget, and joint venture contributions exceeded expectations by a wide margin. The 4.3% NPI shortfall was driven almost entirely by two macro and operational factors: a weakening Japanese Yen and a minor delay in lease commencement at one Ja
Beyond the "Beat or Miss": Why Singapore REITs Must Reclaim Forward Earnings Guidance

Live Recap 2: The Sleep-Well Portfolio โ€” Kenny Loh's Framework for Allocating to Singapore

1. Live Review Introduction Live Review>> Tiger Brokers livestream hosted by Vyann, featuring Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer, and Edward Pye, Intermediary Distribution Director at Amova Asset Management. Together, they marked Singapore's Straits Times Index crossing the 5,000-point milestone, unpacking what's driving the rally, how far it could still run, and how to actually build it into a portfolio. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Tod
Live Recap 2: The Sleep-Well Portfolio โ€” Kenny Loh's Framework for Allocating to Singapore

Live Recap 1: Singapore's Quiet Rally โ€” Inside the Road to the 5,000 STI Milestone

1. Live Review Introduction Live Review>> Tiger Brokers livestream hosted by Vyann, featuring Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer, and Edward Pye, Intermediary Distribution Director at Amova Asset Management. Together, they marked Singapore's Straits Times Index crossing the 5,000-point milestone, unpacking what's driving the rally, how far it could still run, and how to actually build it into a portfolio. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Tod
Live Recap 1: Singapore's Quiet Rally โ€” Inside the Road to the 5,000 STI Milestone

Live Recap 4: Building Your Global AI Portfolio โ€” Public Markets, Private Funds, and ETFs

1.Live Review Introduction Insert Live>> Tiger Brokers livestream hosted by Esther, featuring Kenny Tay, CEO of the Singapore AI Association (SAIA) and Founder of AI49 International Group, and Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer. Together, they bridged the gap between AI hype and AI impact โ€” what AI really means for business and careers, and how to invest in the AI theme through SGX. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Today's session is strictl
Live Recap 4: Building Your Global AI Portfolio โ€” Public Markets, Private Funds, and ETFs

Live Recap 3: Inside the SGX AI Value Chain โ€” The Picks-and-Shovels Strategy

1.Live Review Introduction Insert Live>> Tiger Brokers livestream hosted by Esther, featuring Kenny Tay, CEO of the Singapore AI Association (SAIA) and Founder of AI49 International Group, and Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer. Together, they bridged the gap between AI hype and AI impact โ€” what AI really means for business and careers, and how to invest in the AI theme through SGX. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Today's session is strictl
Live Recap 3: Inside the SGX AI Value Chain โ€” The Picks-and-Shovels Strategy
Good summary from the live stream webinar "How to Build a Dividend Portfolio to Pay your Bills"
@My_Market_Diary:What I Learned from Kenny Loh: Building a Dividend Portfolio to Pay Your Bills
The framework of building a Diversified ETF Portfolio.
@TigerClub:SGX ETF 26H2 Playbook โ€” Building Asia Exposure with Growth, Yield & Discipline
See you guys at the live stream!
@TBlive:Unlocking Asiaโ€™s Growth: Architecting Wealth with SGX ETFs

Under the Radar: Stonewegโ€™s Logistics Pivot and High-Yield Margin of Safety

โ€ŒTechnical Analysis (TA) Looking at the multi-year weekly chart provided up to late May 2026: $Stoneweg EUTrust EUR(SET.SI)$ $Stoneweg EUTrust SGD(SEB.SI)$ The Big Picture (Base Building): After a severe macro-driven downtrend from 2021 through late 2023, the stock found a cyclical bottom near โ‚ฌ1.20. Since 2024, the chart has transitioned out of its downtrend into a healthy, extended accumulation base ranging between โ‚ฌ1.40 and โ‚ฌ1.75. Current Price Action: The stock is trading at โ‚ฌ1.520, tightly hovering around its 20-week and 50-week Moving Averages (the pink and blue lines), while the 200-week Moving Average (green line) has flattened out at โ‚ฌ1.567. This indicates a compression phase where volatility
Under the Radar: Stonewegโ€™s Logistics Pivot and High-Yield Margin of Safety

Riding the AI Secular Boom: Tailwinds and Headwinds for Singaporeโ€™s Newest Tech REIT

Technical Analysis (TA) โ€Œโ€Œโ€Œโ€ŒBased on the provided daily candlestick chart for NTT DC REIT USD (SGX: NTDU) up to May 23, 2026: $NTT DC REIT USD(NTDU.SI)$ โ€Œ โ€Œ Trend & Moving Averagesโ€Œโ€Œโ€Œ Moving Average Structure: The chart plots a MACross (20,50,200). The short-term MA (red, 20-day) sits at 0.991. The medium-term MA (blue, 50-day) sits at 0.96. The long-term MA (green, 200-day) is flat lining around 0.98. Current Price Action: After attempting a bullish push past the psychological $1.00 mark and peaking above $1.025 in early-to-mid May, the stock experienced a sharp retracement. The price sliced straight down through its 20-day and 50-day moving averages. Support Confluence: The latest daily candles show the price hovering right at 0.960. This
Riding the AI Secular Boom: Tailwinds and Headwinds for Singaporeโ€™s Newest Tech REIT

Small Mid Cap Dividend Portfolio of 9 Stocks

Portfolio Overview & Performance The SMC Dividend Portfolio represents an excellently executed, income-focused portfolio built on high-conviction Singapore-listed equities. Total Capital Deployed: S$89,674.00 (Sum of Cost) Current Portfolio Value: S$133,064.00 Total Portfolio Capital Gain: +S$43,390.00 (+48.39%) Total Realized Dividends: S$9,765.23 Total Return (P/L + Div): +S$53,155.23 (+59.28%) โ€Œ The entry prices indicate a disciplined accumulation strategy, capturing multi-year lows or structural value points across several defensive counters. โ€Œ Sector Diversification Analysis โ€Œโ€ŒThe portfolio is well-anchored across distinct sectors, leaning into defensive, cash-generative businesses that mitigate downside risk while ensuring stable distribution payouts. โ€Œ 1. Consumer Staples (Super
Small Mid Cap Dividend Portfolio of 9 Stocks

REITirement Portfolio Commentary of 14 Holdings (May 2026)

Portfolio Overview This portfolio is a well-diversified, income-focused basket heavily anchored in Singapore Real Estate Investment Trusts (S-REITs), real estate investment managers (CapitaLand Investment), and targeted S-REIT ETFs.โ€Œ With a total cost basis of roughly $100,000 SGD and a current valuation sitting around $116,900 SGD, the portfolio demonstrates strong health. It delivers an unrealized capital gain of about 17%, alongside a highly consistent layering of dividend distributions. โ€Œ โ€Œโ€Œโ€Œโ€ŒKey Takeaways & Performance Drivers 1. The Heavy Hitters (Top Allocation) CapitaLand Investment (9CI | 12.94% Wtg): As the largest holding, this asset-light real estate manager provides excellent capital growth potential alongside traditional REIT yield. It has performed solidly with a +6.57%
REITirement Portfolio Commentary of 14 Holdings (May 2026)

Beat the Forecast: Why CAREIT is Outperforming the S-REIT Index Since IPO

$Cent Accom REIT(8C8U.SI)$ โ€Œ1. Technical Analysis (TA) Based on the provided ShareInvestor daily chart up to May 21, 2026:โ€Œ Chart Patterns & Price Actionโ€Œ Symmetrical Triangle Formation: Since reaching a peak near S$1.19 in late February/early March 2026, the counter has been consolidating within a well-defined Symmetrical Triangle. Volatility Compression: The price action is compressing tightly toward the apex of the triangle, with the descending resistance line and ascending support line converging around the S$1.080 - S$1.100 zone. A decisive breakout or breakdown on high volume will dictate the next major trend. Support & Resistance Levels: * Immediate Support: S$1.080 (represented by the lower boundary of the triangle and the red d
Beat the Forecast: Why CAREIT is Outperforming the S-REIT Index Since IPO

AIMS APAC REIT Deep Dive: TA Momentum Meets FA Strength

Technical Analysis (TA) โ€ŒLooking at the multi-year weekly candlestick chart provided, the stock has completed a classic multi-year rounded bottom accumulation phase and is currently displaying strong structural bullish momentum. $AIMS APAC Reit(O5RU.SI)$ โ€Œ 1. Trend and Moving Averages โ€ŒThe Bull Cross: The chart shows a clear Moving Average Convergence / Cross (MACross 20, 50, 200). The short-term MAs (pink and blue) have crossed decisively above the long-term 200-period MA (green line), signaling a structural regime shift from consolidation to an uptrend. Price Action: The price is currently trading at $1.57, well above its 20-period ($1.539), 50-period ($1.484), and 200-period ($1.443) moving averages. This alignment confirms a strong, synchro
AIMS APAC REIT Deep Dive: TA Momentum Meets FA Strength

Go to Tiger App to see more news