@Tiger V:$Microsoft(MSFT)$ Microsoft currently presents a mixed outlook. While the stock has been under pressure year-to-date, lower valuation multiples and analyst consensus suggest a favorable risk-reward profile for long-term investors. However, near-term headwinds from heavy AI capex and Azure growth deceleration present significant risks.
@koolgal:đđđ$CapLand IntCom T(C38U.SI)$ is Singapore 's largest SReit. I invest in CICT because it gives me stability, visibility, income and exposure to Singapore's most valuable commercial assets. CICT's strength comes from its retail and office mix. Retail gives me daily necessity spending while Office gives me long leases and corporate stability. With a dividend yield of 4.6% on top of capital growth, CICT is one asset I will hold long term. When Singapore thrives, CICT thrives. @Tiger_comments @TigerStars @Tiger_SG