$ManulifeReit USD(BTOU.SI)$ I think this will go down to at least 3 cents if not lower after the $KepPacOakReitUSD(CMOU.SI)$ suspension of dividends. 

$COMFORTDELGRO CORPORATION LTD(C52.SI)$ Horrible company. CEO has the personality of a wet fish. I'm not even sure they even know how to execute the simple growth model of EV charging points. Zombie company. Get out while you can. 

$OUE COMMERCIAL REIT(TS0U.SI)$ can someone help explain why OUE Trust price is so low? What is driving this?

Ray Dalio's Bridgewater has bought into $AT&T Inc(T)$ . I don't know about you but that's me assured of buying in. Plus, the yields are so attractive!

$WeWork(WE)$ I think the big questions for me are:  1) yes, we understand that the cash burn is bad and at this rate it won't last long, but when will they file for bankruptcy? Is it imminent as in weeks? Or are we talking near the end of the year? 2) Where is SoftBank? When will they step in? Will they step in? I mean, if we are talking Chapter 11 filing at the end of the year, I'm tempted to just go in and play around with the volatile ups and downs until then.  What are your thoughts?

$SINGAPORE AIRLINES LTD(C6L.SI)$ Mistake to think that other airlines ramping up capacity automatically means that SIA won't still be able to continue its rising trajectory. Stock should be $11+ not declining. So long as SIA continues to connect itself as a luxury premium brand, demand elasticity remains consistent irrespective of price elasticity of supply. I simply don't understand the logic behind the latest hold ratings by some of these so-called experts. 

$MANULIFE US REIT(BTOU.SI)$ gosh I really feel so sorry for investors of this REIT. 

$Arvinas Holding Company LLC(ARVN)$  Just passing this on from attached web article. I make no opinion on the article. "The predicted price for ARVN in the upcoming period, according to Oppenheimer is $95 based on the research report published on June 26th of the current year 2023." https://newsheater.com/2023/08/01/arvinas-inc-arvn-shares-up-despite-recent-market-volatility/

$KEPPEL-KBS US REIT(CMOU.SI)$ another US REIT that is overvalued. Fed chair already indicated that interest rates won't go down this year.

$MANULIFE US REIT(BTOU.SI)$ is an interesting play. Under US Tax Law, for a US REIT to be a REIT, it MUST pay 90% of its taxable income to unit holders. If they don't, they will pay tax. If Lenders prevent the payment of dividends, this could spiral out of control. I might jump in if I think the REIT will survive but I wouldn't go in for anything more than 7 cents. It's still overvalued. 

$HUTCHISON PORT HOLDINGS TRUST(NS8U.SI)$ I'm really curious about Hutchison Port. Can someone please give me a nugget of insight why the stock has fallen so much today? It's such an interesting stock. 

$Alaska Air(ALK)$ is a really solid business. It's predominantly in the western region of the United States but its importance in connecting (1) areas between the east and west sides of the cascade mountains AND also (2) between Alaska and the contiguous United States AND (3) between the major hubs of the West Coast such as Seattle, Portland, San Francisco, and LA - cannot be understated. Today's drop is a good opportunity. I'm in.

If there's one pharmaceutical S&P 500 that's not going to be impacted by Medicare's new price negotiation power under the Inflation Reduction Act, it's $Viatris Inc.(VTRS)$ . It's portfolio of generics and biosimilars will carry it well in addition to its new additions. With an EPS < 8 it is potentially a good value addition. 

If markets decide to spiral downwards into a steep bear. I'm going to look to defensive stocks such as $Hormel(HRL)$ . Their sales of tins of "Spam" alone have proved consistent throughout especially given its deeply embedded cultural significance in America and in the Asia-Pacific. 

There are few financial service stocks that could be considered "defensive" stocks. Hence the importance of bank stocks like $Bank of New York Mellon(BK)$ and $State(STT)$ . With these "custody" banks, very little credit risk is at play. Instead, they earn their money mostly through fees by being the "infrastructure" of the financial service world. For example, they charge fees to act as custodian of assets, provide escrow services, offer fund accounting services, securities lending services, act as trustee to bonds, provide treasury services to large companies, and general asset management. Importantly, the range of their services are counter-cyclical. Some services do well in high

Markets are overreacting towards $AT&T Inc(T)$ and $Verizon(VZ)$ to the lead cabling reports. Even if the cleanup cost is $59 billion, assigning liability to these 2 isn't straightforward. There are legal battles and procedures to go through, and a complex array of numerous third parties who will be dragged in and who may share the liability. By which time both carriers would have had the opportunity to provision the losses from their extremely large annual revenue figures. 

Looking into $HUTCHISON PORT HOLDINGS TRUST(NS8U.SI)$ today. Seems very reasonably priced. Anyone have any insights?

$SINGAPORE POST LIMITED(S08.SI)$ is a RISKY RISKY RISKY play. The company should have restructured and remade itself years ago but it didn't happen. Forget the debt burden, forget the downgrades, the key question is whether the company has the right leaders to turn things around. Tell me if you're brave enough to dive in and at what price will you do it?

Price-to-Book (P/B) is an important measure for publicly traded banks. Any bank with a P/B value of over 1 is a vote of confidence for that bank. But many banks trade under 1. The theory is that it's difficult to quantify the risks  inherent in banking so if a bank's share trades over 1 it's considered a sturdier banking operation. But there is such a thing as too low a book value. With a P/B of 0.47 for $Citigroup(C)$ one wonders whether there is room for a value investment. What are your thoughts?