• Tiger_EarningsTiger_Earnings
      ·10-24

      Earnings Movers: LRCX & T Jumps 4%! IBM Plunges on EPS Miss

      The earnings season is underway! Let's take a look at today's earnings movers.1. $Lam Research(LRCX)$ , one of the leading providers of wafer fabrication equipment, jumps 6.03% in premarket trading.Revenue: $4.17 billion vs analyst estimates of $4.06 billion (2.7% beat)Adjusted EPS: $0.86 vs analyst estimates of $0.81 (6.5% beat)Revenue Guidance: $4.3 billion at the midpoint, above analyst estimates of $4.25 billion (1.3% beat)Adjusted EPS guidance: $0.87 at the midpoint, above analyst estimates of $0.85 (2.35% beat)2. $AT&T Inc(T)$ surged 4.6% following its earnings and free cash flow beat.Revenue from continuing operations dipped 0.5% to $30.2 billion. Adjusted earnings of 60 cents per share, beating e
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      Earnings Movers: LRCX & T Jumps 4%! IBM Plunges on EPS Miss
    • Tiger_SGTiger_SG
      ·10-23

      UOI Jumps While Keppel Dips: Which SG Stock to Trade This Earnings Season?

      With the week halfway through, star companies like $KEPPEL REIT(K71U.SI)$ , $Mapletree Log Tr(M44U.SI)$ , and $UOI(U13.SI)$ have released their latest earnings reports. Apart from $UOI(U13.SI)$, which saw its stock rise after the report, the other companies experienced declines following their earnings announcements.  1. $UOI(U13.SI)$ United Overseas Insurance jumped 1.7% with rising insurance revenue and growing shareholders' equity.Insurance revenue rose 14%, driven by higher release of contractual service margin and top-line growth. Shareholder
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      UOI Jumps While Keppel Dips: Which SG Stock to Trade This Earnings Season?
    • HMHHMH
      ·10-19

      Parkway Life REIT vs. Keppel DC REIT: Which REIT is a Buy After Earnings?

      I approach investment decisions with a focus on long-term value, strong fundamentals, and a clear understanding of the business model. Let's dive into the recent earnings reports of Parkway Life REIT and Keppel DC REIT to determine which one presents a better investment opportunity. Parkway Life REIT: Defensive REIT with Moderate Growth Parkway Life REIT (PLife) reported a gross revenue of S$30.6 million for the third quarter of FY2024, a decline of 2.2% year-on-year. This dip is largely attributed to the depreciation of the Japanese yen against the Singapore dollar. However, contributions from newly acquired properties in 2023 and 2024 partially offset this decline. The REIT reported a distribution per unit (DPU) of 11.3 cents for 9MFY2024. Despite the challenges, PLife remains a defensiv
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      Parkway Life REIT vs. Keppel DC REIT: Which REIT is a Buy After Earnings?
    • koolgalkoolgal
      ·10-17

      Is It Time To Buy Capitaland Integrated Commercial Trust?

      🌟🌟🌟Capitaland Integrated Commercial Trust (CICT) is Singapore's very first and largest REIT with a market capitalisation of SGD 15.23 billion. CICT owns and invests in quality income producing assets used for commercial purpose which includes both retail and office buildings.  CICT's properties are predominantly in Singapore which takes up 93.7% of its holdings while its Australian properties only takes up 3.6% and Germany  2.7%.   CICT's Singapore properties include 5 Integrated Developments, 6 Office buildings, and 7 Retail buildings.  These include popular malls such as Raffles City, Plaza Singapura, Bugis Junction and many more.  CICT was in the news on September 3 2024,when it announced its proposal to acquire a 50% stake in Ion Orchard from its spon
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      Is It Time To Buy Capitaland Integrated Commercial Trust?
    • ShyonShyon
      ·10-16
      I would consider buying more REITs before the anticipated rate cut, as lower interest rates can enhance their appeal by reducing borrowing costs and improving profitability. One of my favorites is CSOP SRT (CSOP S-REIT ETF). This ETF provides diversified exposure to Singapore REITs across various asset classes, including commercial, retail, and industrial properties, which helps mitigate risks associated with market fluctuations. CSOP SRT focuses on high-quality REITs with stable cash flows, making it resilient during uncertain economic periods. Additionally, the ETF structure offers liquidity and diversification, allowing investors to easily access the Singapore REIT market. As rate cuts approach, CSOP SRT’s stable distribution yield and potential for capital appreciation position it as a
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    • Tiger_EarningsTiger_Earnings
      ·10-17

      Earnings Season | AA Jumps on 100% EPS Beat; Parkway Dips as NPI Decreases!

      1. $Alcoa(AA)$ jumped 5% in premarket trading after it reported a strong third quarter with increased aluminum production for the eighth consecutive quarter. Alcoa's reported third-quarter EPS beat the analyst estimate by approximately 103.57%.Q3 EPS of $0.57, $0.29 better than the analyst estimate of $0.28. Revenue for the quarter came in at $2.9B versus the consensus estimate of $2.97B. Third-party revenue decreased in the aluminum segment due to lower shipments. 2. $ParkwayLife Reit(C2PU.SI)$ closed 0.75% down after its earnings missed estimates. Net Property Income (NPI) decreased by 2.1% yoy to $102.4 million in Q3 2024. Gross revenue fell by 2.2% YoY to $108.5 million for the quarter, attributed to
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      Earnings Season | AA Jumps on 100% EPS Beat; Parkway Dips as NPI Decreases!
    • Tiger_SGTiger_SG
      ·10-16

      S-REITs Earnings: Will You Add More Before Rate Cut?

      This week marks the earnings week for Singapore REITs. $ParkwayLife Reit(C2PU.SI)$ will report business update for Q3 FY2024 on 2024/10/16. $Keppel DC Reit(AJBU.SI)$ and $Sabana Reit(M1GU.SI)$ will release business update for Q3 FY2024 on 2024/10/18.Healthcare vs. Data center REITs: Which one is your pick?1. $ParkwayLife Reit(C2PU.SI)$ is one of Asia's largest healthcare REITs, focusing on income-producing real estate for healthcare purposes.In July, the hospital and nursing-home landlord announced a 3.5% rise in first-half distribution per unit. But revenue fell 2.7% because of the depreciation of the Japane
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      S-REITs Earnings: Will You Add More Before Rate Cut?
    • nomadic_mnomadic_m
      ·11-03
      As I begin to explore the Singapore market, I'm taking a cautious approach by starting with a well-established and liquid instrument, the $STI ETF(ES3.SI)$. My initial target entry point is set at $3.35, which I believe offers a favorable risk-reward ratio.
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    • The Investing IguanaThe Investing Iguana
      ·10-24

      Iggy Reviews Mapletree Logistics Trust 3Q 2024 Update | 🦖 #TheInvestingIguana EP462

      🟩 Join Iggy from The Investing Iguana as we dive deep into Mapletree Logistics Trust's latest quarterly results. Get a comprehensive analysis of their financial performance, portfolio updates, and future growth prospects. $Mapletree Log Tr(M44U.SI)$ 💡 Key Topics Covered: Revenue and DPU Analysis Portfolio Occupancy at 96% Geographic Diversification Strategy Recent Acquisitions and Divestments Capital Management Updates China Market Impact Future Growth Catalysts 💰 Want to make informed investment decisions? This video breaks down everything you need to know about MLT's current position and future prospects. 🔔 Make sure to SUBSCRIBE and turn on notifications, so you never miss any of our videos: https://www.youtube.com/@InvestingIguana?sub_confi
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      Iggy Reviews Mapletree Logistics Trust 3Q 2024 Update | 🦖 #TheInvestingIguana EP462
    • SPOT_ONSPOT_ON
      ·10-30
      for me it is super undervalued CDL $CityDev(C09.SI)$ LOW P/E ... AND WAY BELOW BOOK VALUE @Tiger_chat @MHh @melson @rL
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    • Success88Success88
      ·10-30
      I prefer medical stock like $ParkwayLife Reit(C2PU.SI)$ in SG long term medical health needed due to aging
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    • DiAngelDiAngel
      ·10-30
      $Mapletree Ind Tr(ME8U.SI)$ is holding well as DPU went up. [USD][Call][Chuckle] 🤑🤑
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    • The Investing IguanaThe Investing Iguana
      ·10-17

      Singapore REITs: October Payouts | 🦖 #TheInvestingIguana EP554

      🟩 Discover the potential of Singapore's top REITs in this in-depth analysis! Join Iggy from The Investing Iguana as we dive into four blue-chip REITs set to announce their October payouts. We'll break down their recent performance, financial health, and growth strategies, giving you the insider knowledge you need to make informed investment decisions. In this video, you'll learn: • The latest updates on Frasers Centrepoint Trust, Mapletree Industrial Trust, Mapletree Logistics Trust, and Mapletree Pan Asia Commercial Trust • How these REITs are navigating challenges like rising interest rates and currency fluctuations • Key metrics to watch in the upcoming earnings reports • Strategies for building a strong, income-generating REIT portfolio Whether you're a seasoned investor or just starti
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      Singapore REITs: October Payouts | 🦖 #TheInvestingIguana EP554
    • The Investing IguanaThe Investing Iguana
      ·10-22

      Iggy Reviews Keppel DC Reit 3Q 2024 Update | 🦖 #TheInvestingIguana EP460

      🟩 Dive into Keppel DC REIT's latest financial performance with Iggy from The Investing Iguana! In this video, we break down the key highlights from Keppel DC REIT's Q3 2024 update, including their impressive 6.1% DPU increase and strong portfolio occupancy of 97.6%. Discover how this data center REIT is capitalizing on the booming digital transformation trend and learn about their strategic moves in the Asia Pacific and European markets. Whether you're a seasoned investor or just starting out, this analysis will give you valuable insights into one of Singapore's top-performing REITs. Don't miss out on understanding the potential of data center investments in your portfolio! $Keppel DC Reit(AJBU.SI)$ 🔔 Make sure to SUBSCRIBE and turn on notifica
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      Iggy Reviews Keppel DC Reit 3Q 2024 Update | 🦖 #TheInvestingIguana EP460
    • icycrystalicycrystal
      ·10-24
      good opportunities to buy whenever these stocks trending down... I tend to go for dividends stocks and tend to go for companies with good fundamentals, this way can sleep well at night... @rL @GoodLife99 @Universe宇宙 @HelenJanet @LMSunshine @koolgal @Shyon @Aqa @TigerGPT
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    • icycrystalicycrystal
      ·10-24
      good opportunities to buy whenever these stocks trending down... I tend to go for dividends stocks and tend to go for companies with good fundamentals, this way can sleep well at night... @rL @GoodLife99 @Universe宇宙 @HelenJanet @LMSunshine @koolgal @Shyon @Aqa @TigerGPT
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    • IykykIykyk
      ·10-27
      Always good to buy the dip
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    • BulltraderBulltrader
      ·10-25
      Data Centre in spore facing price war soon. across the causeway many data centre been built. A lot user moving out to Data Centre in Malaysia except those giant mircosoft, google, telco
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    • SamlunchSamlunch
      ·10-22
      $Mapletree Ind Tr(ME8U.SI)$  $Mapletree Log Tr(M44U.SI)$  $Mapletree PanAsia Com Tr(N2IU.SI)$   I expect Mapletree REITs to report average or uninspiring financial results, potentially due to various factors such as market conditions, competition, or internal challenges. As a GLC, they are not incentivised to generate returns for shareholders and their DPU growth has been very disappointing. I predict that the REIT sector as a whole will experience a lackluster performance, due to external factors such as the Rising US 10-year yield. The increasin
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    • TK360TK360
      ·10-25
      With AI focus and drive globally, energy efficient data center will supplement this growth wave.
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