Kenny_Loh

SGX SREITS Specialist.REITsavvy Funder. Investment & Legacy Specialist.

    • Kenny_LohKenny_Loh
      ·12-19 12:35

      S-REIT Concluding 2025: Navigating the Recovery and Spotting the Winners

      The tide is finally turning for Singapore Real Estate Investment Trusts (S-REITs). After a challenging period, the combination of falling interest rates and resilient operational fundamentals has breathed new life into the sector. As we look toward 2026, the focus for investors is shifting from "surviving" to "thriving." You can read the article below, alternatively you can google and listen to the radio interview by google search the below keywords on MoneyFM 89.3 Money and Me with Michelle Martin.  1. 2025 Performance Review: The Standout Performers In 2025, REITs with predominantly Singapore-based assets have led the charge. Performance has been particularly strong in the industrial and diversified commercial sub-sectors Key Highlights: ·       Industr
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      S-REIT Concluding 2025: Navigating the Recovery and Spotting the Winners
    • Kenny_LohKenny_Loh
      ·12-18 23:58
      Do take note of the US estate tax for holding US stocks. Executors or beneficiaries are responsible to file and pay the tax within 9 months. Do NOT leave the liability to your loved one. Plan it properly!

      Navigating U.S. Estate Tax on U.S. Stock Holdings: A Guide for Singapore Investors

      @Kenny_Loh
      Introduction $Apple(AAPL)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Microsoft(MSFT)$ Amazon …… many of us, especially younger investors, are drawn to these US Stocks, known for their stellar performance over the years. The S&P 500 has delivered an average annual return of 10.33% since 1957 (Investopedia). However, did you know that owning these stocks directly as a non-U.S. person (like us) can trigger a significant tax burden upon death? This tax, the U.S. estate tax, can claim up to 40% of the value of your US assets, drastically reducing the wealth passed on to your beneficiaries.
      Navigating U.S. Estate Tax on U.S. Stock Holdings: A Guide for Singapore Investors
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    • Kenny_LohKenny_Loh
      ·12-17

      Parkway Life REIT: Testing Support Amidst a Short-Term Technical Correction

      Based on the chart as of December 17, 2025, $ParkwayLife Reit(C2PU.SI)$ is exhibiting a bearish-to-neutral short-term trend within a long-term ascending channel. ‌ Key Observations: Moving Averages: The price ($4.01) is currently trading below its 50-day (blue) and 20-day (red) MAs, which are sloping downward. A "Death Cross" (short-term MA crossing below long-term MA) recently occurred near $4.10, acting as dynamic resistance (blue arrow). Support & Resistance: The REIT is testing a critical psychological support level at $4.00. Below this, the primary structural support sits at $3.716. Long-term Trend: The stock remains within a multi-year uptrend channel (black diagonal line). Historical "buy zones" (orange circles) suggest that touches
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      Parkway Life REIT: Testing Support Amidst a Short-Term Technical Correction
    • Kenny_LohKenny_Loh
      ·12-15

      The Money Ladder: How to Build Consistent Income That Pays You Every Month

      Are you a retiree looking for dependable passive income? Or an investor who wants your investments to generate cash flow to cover monthly expenses? The “money laddering” strategy is a simple, structured way to achieve this goal by creating predictable, repeating cash flow.View the Cash Flow Generation using Laddering Strategy on CNA Money Mind.What is a Money Laddering Strategy?Laddering is the process of splitting your total investment capital into smaller parts (or “rungs”). Instead of putting all your money into one asset that pays out once a year, you invest in multiple assets that mature or pay out at different, staggered times.The Key Benefit: This ensures money flows into your bank account regularly, often monthly or quarterly, instead of waiting a full year or more for returns. Thi
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      The Money Ladder: How to Build Consistent Income That Pays You Every Month
    • Kenny_LohKenny_Loh
      ·12-10

      🚀 Invaluable Catch-Up with CapitaLand's REIT Leaders!

      Had a fantastic day deep-diving into the strategic initiatives of three major CapitaLand REITs! It was great to connect with Serene Teo (CLAS), Gerry Chan (CLCT), and Gauri Shankar Nagabhushanam (CLINT). Huge thanks to Denise and XinYi for the seamless coordination. $CapLand Ascott T(HMN.SI)$ $CapitaLandInvest(9CI.SI)$ $CapLand India T(CY6U.SI)$ $CapLand China T(AU8U.SI)$ My thoughts on the session: CLAS: It’s great to see the continued stability in execution. Serene’s update reinforces my confidence in their ability to maintain steady distributions. CLCT & CLINT: Leadership transitions can be a pivotal tim
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      🚀 Invaluable Catch-Up with CapitaLand's REIT Leaders!
    • Kenny_LohKenny_Loh
      ·12-05

      Keppel DC REIT: Is the Long-Term Uptrend Broken or Just Pausing at Key Support?

      Based on the provided chart for $Keppel DC Reit(AJBU.SI)$ , here is a technical analysis: Long-Term Trend: The stock has been in a clear long-term uptrend since early 2023, as indicated by the consistently rising 200-day Moving Average (MA) (green line). Recent Price Action (Late 2025): After peaking around S$2.40, the price has experienced a significant pullback. Key Support Test: The current price action (at S$2.25) is testing the critical support level of the 200-day MA (green line). The horizontal dashed line at S$2.25 coincides with this MA, making this a pivotal point. Historically, the 200-day MA has provided strong support (e.g., circled areas in late 2024 and mid-2025), leading to subsequent rallies. Moving Average Crossover: The 50-da
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      Keppel DC REIT: Is the Long-Term Uptrend Broken or Just Pausing at Key Support?
    • Kenny_LohKenny_Loh
      ·12-05

      Frasers Cpt Tr (FCT): Key Test at Long-Term Trendline Support

      Based on the provided chart for $Frasers Cpt Tr(J69U.SI)$ (FCT):The stock has been in a long-term uptrend since late 2022, defined by the ascending black trendline, which has consistently provided support (highlighted by orange/blue circles).‌ The price action suggests a consolidation phase in 2024 and 2025, largely trading between the S$2.22 support and a resistance around S$2.45 . The current price is near the S$2.22 support level and the 200-day Moving Average (green line), suggesting a key test. A bounce here would reinforce the long-term trend, while a break below may indicate a deeper correction. ‌ Disclaimer: This is a technical analysis based solely on the provided chart and is not investment advice. Kenny Loh is a distinguished MAS Pri
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      Frasers Cpt Tr (FCT): Key Test at Long-Term Trendline Support
    • Kenny_LohKenny_Loh
      ·12-02

      𝐑𝐞𝐟𝐥𝐞𝐜𝐭𝐢𝐨𝐧𝐬 𝐨𝐧 𝐭𝐡𝐞 𝐅𝐢𝐱𝐞𝐝 𝐈𝐧𝐜𝐨𝐦𝐞 𝐋𝐞𝐚𝐝𝐞𝐫𝐬 𝐒𝐮𝐦𝐦𝐢𝐭 𝐀𝐏𝐀𝐂 🌏

      Fantastic to have spent the day at the Fixed Income Leaders Summit APAC, gaining crucial insights into navigating the evolving fixed income landscape. The consensus points to a market deeply influenced by macro shifts, urging a move away from traditional biases. No alternative text description for this image Here's a concise summary of the key takeaways focused on Risks, Opportunities, and Investment Strategy for Fixed Income: ⚠️ Risks & Warnings 🎈Policy Dominance: The primary risk in FI from 2026 onwards will be driven predominantly by fiscal policy (affecting long-term rates), superseding monetary policy. 🎈USD Vulnerability: Anticipate a structural, multi-year depreciation of the USD—not de-dollarisation, but a rotation is necessary. Diversify from the USD; its dominance is shifting
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      𝐑𝐞𝐟𝐥𝐞𝐜𝐭𝐢𝐨𝐧𝐬 𝐨𝐧 𝐭𝐡𝐞 𝐅𝐢𝐱𝐞𝐝 𝐈𝐧𝐜𝐨𝐦𝐞 𝐋𝐞𝐚𝐝𝐞𝐫𝐬 𝐒𝐮𝐦𝐦𝐢𝐭 𝐀𝐏𝐀𝐂 🌏
    • Kenny_LohKenny_Loh
      ·11-28

      𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐑𝐄𝐈𝐓𝐬 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐔𝐩𝐝𝐚𝐭𝐞 (Nov 2025)

      📈 Technically, Singapore REITs sector (FTSE ST REIT Index) is currently facing a tough resistance at 730 and forming a head and shoulder chart pattern with neckline support between 695-700. 🔥 Total Market Cap = S$98.2B (⬇️from S$101.1B Billion) 🎯 Average Price/NAV = 0.83 (⬇️ from 0.85) 🎯 Average Distribution Yield = 5.58% (⬆️ from 5.51%) 🎯 Market Cap Weighted Average Distribution Yield = 5.32% (⬆️ from 5.19%) 🎯 Average Gearing Ratio = 39.99% (⬆️ from 39.89%) 💹 Average Yield Spread (vs 10 years SG Gov yield) = 3.77% (⬇️ from 3.91%) 𝗕𝘂𝗹𝗹 / 𝗕𝗲𝗮𝗿 𝗖𝗮𝗹𝗹 𝗳𝗼𝗿 𝗦-𝗥𝗘𝗜𝗧 𝗦𝗲𝗰𝘁𝗼𝗿 (𝗜𝗻 𝗚𝗲𝗻𝗲𝗿𝗮𝗹): 🐮Valuation (17% discount to Market Fair Value) 🐮🐻Technical Momentum uncertain 🐮Interest Rate Direction (IF there is 25 bps cut in Dec 2025) 🐻US 10 Year Risk Free Rate @4.07% which has strong inversed correlation to
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      𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐑𝐄𝐈𝐓𝐬 𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐔𝐩𝐝𝐚𝐭𝐞 (Nov 2025)
    • Kenny_LohKenny_Loh
      ·11-24

      REIT Rally Continues? A Closer Look at CapLand Ascendas' Uptrend

      This chart for $CapLand Ascendas REIT(A17U.SI)$ shows the stock trading within an upward channel since mid-2025, indicating an uptrend. ‌ Key observations: The price is currently near the lower boundary of the channel, which acts as support (around $2.82). The 50-day and 20-day Moving Averages (MAs) are intertwined, but generally above the 200-day MA (green line), supporting the bullish trend. A strong horizontal support/resistance turned support level is identified near $2.75. A break below the channel and $2.75 would negate the bullish outlook. Resistance is at the channel's top, near $3.00. 👉Follow Kenny Loh Kenny Loh is a distinguished MAS Licensed Wealth Advisor
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      REIT Rally Continues? A Closer Look at CapLand Ascendas' Uptrend
       
       
       
       

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