$FRASERS LOGISTICS & IND TRUST(BUOU.SI)$announced acquisition of 3 newly completed (in May 2022) prime logistics and industrial properties in key industrial precinct Truganina and approximately 20 km from Melbourne’s central business district, for purchase price of A$65.9 million (inclusive of stamp duty, various fees and expenses). With the 3 freehold properties fully leased to 4 tenants, with a weighted average lease expiry (WALE) of 6.6 years and fixed annual rent increments of 3 per cent, revenue will increase (esp after the divestmentof Cross Street Exchange last year). Will $FRASERS LOGISTICS & IND TRUST(BUOU.SI)$unit price rise in the week ahead? [Thinking] 

$SINGAPORE AIRLINES LTD(C6L.SI)$  The sudden share price surge in 2024 has been unsustainable when financial report is released hence sudden dip to return it to realistic price point. Despite volatility ahead, IMHO, SIA should have room to further improve on granular levels and compete with competitors and as such, $6.00 is likelihood too undervalued to bottom out at[Smile]  

Walking my Talks on $KEPPEL DC REIT(AJBU.SI)$...still inline with strategies and portfolio diversity with TP (I shared before) between $1.94-2.06. [Cool] 

Has $Ascott Trust(HMN.SI)$peak out its pandemic recovery potential? A quick TA seems to suggest more room to retrace. Yet in a market which consists of largely relatively sharp investors, opportunity to load up (eg ~$1.02-$1.05) may not happen soon. [Glance] 

I am thankful to be a Singapore citizen wherr harmonious among different races and internal frictions are of constructive nature and betterment of residents' lives. Generally equal access to knowledge empowered us fair chance atwork, business and investment. Thanksgiving, a time to appreciate what we have as individuals and as a nation, while being mindful not to be too complacent and be ready for the next challenges and headwinds ahead. Unity will be our strength to brave through storms ahead. 💪🏼

Is $DigiCore Reit USD(DCRU.SI)$going to retrace back to IPO price as it was announced on21 April that DCR’s fifth-largest tenant - Sunguard Availability Services - has filed for bankruptcy protection in the US, Canada and the UK. Sunguard occupies about 40% of the power capacity at DCR’s data centre in Toronto and contributes slightly more than 7% of DCR’s rental income.Will this also dampen sentiments of $KEPPEL DC REIT(AJBU.SI)$given it has an outstanding legal suit with one tenant on default? 🤔

With China and Hong Kong making up its second and third largest contributions, $DBS GROUP HOLDINGS LTD(D05.SI)$may move lower following the release of China's April performance - significant drop due to its COVID-19 situations. Will a retrace/retest below $31.0 present another opportunity to load up? [Glance] 

Just to share an experience with $Palantir Technologies Inc.(PLTR)$where I learnt a valuable lesson that it is ok to make mistake in assessment but be ready to realise, accept and make corrections. In this particular case, it was fortunate that it ended with no loss. Looking back now, the readiness to correct a mistake turned into a blessing while it is on its way back to IPO price. 😮‍💨😅

‌$MAPLETREE LOGISTICS TRUST(M44U.SI)$‌is seeking over S$1.4 million of rental arrears from wholly owned subsidiary Natural Cool Investments (NCI) of Natural Cool Holdings. Natural Cool trading halt on Friday. Will price of Mapletree Logistics Trust follow the same path as Keppel DC REIT did not too long ago?

Will $EC WORLD REIT(BWCU.SI)$touch S$0.61 by end of this week to present an opportunity to accumulate more?

$ICBC(01398)$seems to have recover a bit inrecent downward wave. Not sure if it's fortunate or not, ICBC did not hit my target price for more accumulation over the last few trading days. [Smile] 

My 2022 Investment Review With a YTD returns of >+5%, I guess it is convincing to say year 2022 has been largely as anticipated back in 2021, perhaps more volatile for some stocks than others. Through this year of high volatility, I believe there are a few lessons gained: some strategiesproven to be sound, some adjusted along the way to strengthen, to have more faith in own analysis that are triple-checked, and last but not least, have patience for market to catch up (if foresights are two steps ahead). Hope in the upcoming year of 2023, constant learning and applying PDCA (plan, do, check, act) consistently will be as fruitful as year 2022 has been.

While some may cheer the amazing >22% recovery of $Sea Ltd(SE)$last night, part of that hike is the significant amount of shorts closing off. Financial report is due on 17th May, just one more trading day away. Will there be more disappointments where further decline in Garenda earnings & active players, and expansion of losses (e.g. booking in loss of exiting India)?Disclaimer: Not a financial advice. Do your own due diligence.

Will ‌$TOP GLOVE CORPORATION BHD(BVA.SI)$‌goes down the same faith as competitor, Riverstone Holdings which posted a 79.2% decline in net profit?At a net profit of RM108.7 million (S$34.5 million) for the first quarter ended Mar 31, 2022, about one-fifth of the RM522.7 million net profit it booked in the year before. Average selling prices of healthcare gloves have come off the historic highs of Q1 2021. With the majority of the world adopting an endemic approach to Covid-19, demand for personal protection equipment, including the group’s healthcare examination glove products, has normalised, the group noted in its bourse filing. The normalisation trend has been evident since Q4 2021 and has carried through Q1 2022, it adde

Cash out gains on $KEPPEL DC REIT(AJBU.SI)$and reposition remaining holdings to better price point in preparation of next quarter (Q3)electricity tariff hikes across EU and slight increase (from current $0.299/kWh to perhaps $0.32x/kWh) in SG too. Frequent evaluation of global dynamics is a must during volatile times. [Cool] [Grin] 

‌$Taiwan Semiconductor Manufacturing(TSM)$ is reportedly in talks to build a major new fabrication facility in Asia, as part of measures to address the global chip shortage. As its new $12 billion plant in Arizona is delayed, TSMC is said to be having preliminary talks with Singapore's Economic Development Board about building a new facility there, home to many processor manufacturers.Will Singapore succeed in attracting TSMC to add to its growing semiconductor industry? IMHO, Singapore stand a very good chance as there are various attractive attributes that other countries in the region does not offer. Having a fabrication facility in Singapore is definitely more profitable than having one in USA.

It's not the best moment with $OVERSEA-CHINESE BANKING CORP(O39.SI)$I had. 1 or 2 mistake accumulations have thrown the holding position off a fair bit. Given sufficient time, it may just turn out to be insignificant mistakes and a good hedge against inflation. [Tongue] [Shy] 

‌$KEPPEL DC REIT(AJBU.SI)$‌Growth or Recovery in EU will be challenging ahead. The sheer amount of energy and water needed to power and cool the data centers can be rather shocking, example 14% of Ireland’s power in 2021. The Irish government, while reaffirming support for the industry, put strict limits on new developments until 2028. If Europe cannot fix its energy crisisin the upcoming winter period, it will have implications to data centers.

Russia gas exporter, Gazprom announced on Tuesday 14th June that it was reducing gas deliveries via the Nord Stream pipeline after German company Siemens failed to return 5 out of 8 gas pumping units taken for repair to its Portovaya compressor station on time. With the reduced gas supplies of up to 100 million cubic meters daily, it is a 40% cut from planned daily volume of deliveries at 167 million cubic meters. Gas price in EU has spiked nearly 11% on the news, based on data from London ICE exchange. This new spike in gas price may ripple globally and result in persistently high, if not higher electricity tariff in Q3 hence further worsening the key reason for  ‌$KEPPEL DC REIT(AJBU.SI)$‌dr

$FRASERS LOGISTICS & IND TRUST(BUOU.SI)$has retraced to a good entry point yesterday. Due to glitch in Tiger app, a great opportunity to accumulate was missed out. Will today present another chance?