— A conversation with REIT expert Kenny Low ( Michelle Martin ,MoneyFM89.3)Executive SummaryWith bank valuations near historical highs and the U.S. 10-year yield still above 4.2%, Singapore REITs (S-REITs) are flashing a “technical breakout + dividend yield premium” signal. The sector, however, still needs two catalysts: (1) institutional money flowing back and (2) clear Distribution Per Unit (DPU) recovery. Kenny Loh’s advice:Do not “sell all banks and go all-in REITs”; rebalance gradually.Focus on individual names with visible DPU inflection points or repaired balance sheets.1. Macro & Index: S-REITs Just Exited a Two-Year DowntrendIndex performance: After “down-sideways-up” from 2H 2024 to 1H 2025, the FTSE ST REIT Index hit a fresh high of 689 in August.12-month total return: 10.5

Thanks for sharing just wonder I still think want to invest

The penalty is peanut.  Shooting now.

Yes buy then dips

Finally the " car wash" case comes to the end. The management can concentrate on the operation for Seatrium. Reborn of the next SGX star.... Seatrium

Very simple before Aug 1st everything is very uncertainty. So stock will drop, just wait for after 1st Aug then see what cheap stock to buy

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. @LuckyPiggie @SPOT_ON @Success88

S-REITs hitting fresh 52-week highs in 2025 is proof that yield still matters, even in a world obsessed with AI stocks and big tech breakouts. The SGD 400 million in net retail inflows is telling—Singaporeans love their dividends, and the stability of S-REITs has become a kind of financial comfort food in an uncertain world. But while retail investors are buying in droves, institutions have quietly taken the other side of the trade, offloading over SGD 500 million in the first half of the year. This sharp divergence begs the question: are we looking at true dividend kings or just value traps in disguise? Which REITs have room to grow? Not all S-REITs are created equal. Data centre and logistics-focused names like Keppel DC REIT, Mapletree Logistics Trust, and Ascendas REIT stand out with s

Seatrium’s $Seatrium Ltd(5E2.SI)$ 5.42% drop today surprised me, especially after strong results — net profit up over 300%, revenue up 33.7%, and margins improving. I think the market is still reacting to the S$240 million fine from the Brazilian probe, even though it was already provisioned and won’t affect FY2025 profit. The reputational concerns likely triggered short-term selling. That said, I see long-term value. With a S$18.6 billion order backlog and 34% tied to green projects, Seatrium is well-positioned for recovery. Citibank’s target price of S$2.65 adds to my confidence. I’m also watching Sembcorp for its clean energy focus & consistent track record. In terms of oversold plays, I think $

Said a lot but said nothing 😵‍💫

Time to wait   and add as soon 

Replying to @Tiger_SG:Thank you[Heart]//@Tiger_SG:coins have been sent~//@MHh:I believe CICT and Keppel dc reit would still have room to grow in the second half of 2025. CapitaLand holds most of the malls that Singaporeans are familiar with and with limited entertainment and nature in Singapore, it has become the favourite pastime for Singaporeans. I believe Keppel dc reit will be able to continue to ride the AI and tech wave, with increased demand yet limited supply in land scarce singapore. With the fed expected to cut rates, SREITs would have room to rise so im definitely on the side of retail investors. Compared to US a

【SRT】 Gains over the week were led by industrial, data centre, and office by subsector and KDCREIT, CLAR, and MLT by individual REIT. KDCREIT rose amid Maybank Research’s initiation of a buy coverage. As for CLAR, Bloomberg analyst said 1H25 NPI could rise on rent hikes and contributions from acquisitions, developments and renovations, albeit partially offset by lower occupancy and disposals. Given 1Q’s +11% rent reversion, 2Q’s reversion could be strong and CLAR could guide 2025 rent reversion higher to mid-single-digit. $CSOP iEdge SREIT ETF S$(SRT.SI)$ 2025 WTD Total Return: +1.51% 【MMF】 As a result of headlines surrounding Trump’s threats to replace Fed Chair Powell, the US Treasury market saw volatility over the week. Even though Trump dism

$DBS(D05.SI)$  $PropNex(OYY.SI)$   Mortgage rates coming down Hdb resale index and private property prices look poised to spike Banks will do good business with more new loans Property agents will huat the most Recession? Dont bet on it.  Bears sound smart but bulls make money

S-REITs are not shooting-star growth plays, yet they are far from yesterday’s story. With valuations still below the ten-year norm and borrowing costs easing, quality names such as Keppel DC, Ascendas, CICT, FCT, and AA-REIT look positioned to extend their run in the back half of 2025. Pick selectively, reinvest the distributions if you are still in accumulation mode, and let the Singapore property managers do the heavy lifting while you enjoy the passive income down here in Aotearoa. This is commentary, not personalised financial advice, so do your own homework or chat with a licensed adviser if needed.

I would say it is just trading at the right value level. More to come!

Value trap. Investing in SG stocks are a waste of time and money. Unless you started 30 years ago in banking stocks, the other SG stocks has no hope.