MHh
07-31
I think the market seems to have overreacted as the fine has been accounted for and does not affect profit. However, investors will still lose confidence in such a company and will never know if more of such news will appear. It is fortunate to have escaped further penalty by Singapore.


I will not buy both.


At this point, we do not know the effect of the various tariffs on its business.


I view both seatrium and Sembcorp as vulnerable to the impact of tariffs though Sembcorp might be less vulnerable.


To me, it would be safer to watch what unfolds before deciding to invest in them.
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S-REITs 52-Week Highs! Dividend Kings or Value Traps?
In the first half of 2025, retail investors were net buyers of S-REITs, with total net inflows of approximately SGD 400 million as of June 26. In contrast, institutional investors were net sellers, with more than SGD 500 million in net outflows. Which of these high-performing REITs do you believe still have room to grow in the second half of 2025? With retail investors buying and institutions selling, whose side are you on and why? Compared to equities, do S-REITs lack growth potential? What percentage of your portfolio would you allocate to REITs?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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