🟩 In this eye-opening video, Iggy the Investing Iguana dives deep into Q&M Dental Group, a leading private dental healthcare provider in Asia that has been flying under the radar of many investors. Discover the secrets behind Q&M Dental's consistent returns and learn why this company deserves a closer look for your investment portfolio. $Q&M Dental(QC7.SI)$ Iggy breaks down Q&M Dental's impressive financial performance, including their steady revenue growth and increasing net profits, even amidst challenging economic conditions. He also explores the company's commitment to innovation, such as their recently launched Advanced Treatment Plan AI-Module, which showcases their forward-thinking approach in the dental industry. With a
Singtel Stock Forecast: 8% Gain Incoming | 🦖 #TheInvestingIguana EP467
🟩 Is Singtel the hidden gem in your investment portfolio? In this video, Iggy from The Investing Iguana dives deep into Singtel's stock forecast, revealing why analysts are buzzing about this telecom giant. Discover why 9 out of 9 analysts give Singtel a "Strong Buy" rating and what's behind the projected 8% gain. $Singtel(Z74.SI)$ We'll break down the numbers, from earnings forecasts to sales projections, in a way that even your ah ma can understand. Plus, learn how Singtel stacks up against its competitors and what this means for your investment strategy. Whether you're a seasoned investor or just starting out, this video is packed with insights to help you make informed decisions about Singtel stock. Don't miss out on this potential opportu
Unveiling the Future of SREITs: Overview of Industrial, Retail, Hospitality, and Office Sectors. Discover insights and trends shaping the landscape!
Investors can position in SREITs ahead of a change in funding cost SREITs saw a 0-60bp q/q rise in average funding cost in 1Q24 as cost of debt is being “marked-to-market” Average funding cost is projected to continue increasing in 2H24F, though the rate at which it increases is expected to slow or even decrease in 2025F When funding costs decreases, this would serve as tailwinds to increase allocation into SREITs Source: CGS International, CGSI Research, CME Group, and company report. Industrial REITs’ warehouse segment saw improvements While rents rose 1.7% q/q, due to a rise in supply, Singapore industrial property sector saw a 0.3% q/q fall in occupancy to 88.7% in 1Q24, as reported in JTC’s quarterly market update Warehouse / single-user factory space / business park rents rose 2%
In the five trading sessions, 70 director interests and substantial shareholdings filed for more than 30 primary-listed stocks. Directors or CEOs filed 14 acquisitions, and no disposals, while substantial shareholders filed eight acquisitions and three disposals.1. $Hiap Hoe(5JK.SI)$ Between Jul 3 and 4, Hiap Hoe executive chairman Teo Ho Beng acquired 500,000 shares at an average price of S$0.603 per share. With a consideration of S$301,250, this increased his total interest in the regional premium real estate group from 75.07% to 75.18%. Teo has been gradually increasing his total interest from 74.86% in early June. He has more than 42 years of experience in the construction and property industries, and over 27 years of experience in the
Hospitality S-Reits Show Strong Recovery and Diverse Performance
Among the seven S-Reit sub-sectors, hospitality S-Reits are the fourth largest in terms of combined market capitalisation.The five actively traded hospitality trusts have an average price-to-book ratio of 0.61 times and an average distribution yield of 7.6%, the second highest across sub-sectors (by market capitalisation-weighted average distribution yields). The five, in terms of market capitalisation, are: $CapLand Ascott T(HMN.SI)$$Far East HTrust(Q5T.SI)$$CDL HTrust(J85.SI)$$Frasers HTrust(ACV.SI)$$ARA HTrust USD(XZL.SI)$.Demand boosts hospitality S-Reits’ hote
First REIT: Buy Now, Says PhillipCapital | The Investing Iguana 🦖
🟩 Join Iggy the Investing Iguana as he dives deep into the world of REITs and analyzes PhillipCapital's recent "buy" call on First REIT. In this video, we break down the key reasons behind PhillipCapital's bullish stance, including First REIT's expected 12.5% DPU growth, attractive 8.9% distribution yield, and potential catalysts like accretive acquisitions and positive rental reversions. We also discuss the challenges First REIT has faced recently, such as the restructuring of master leases and divestment of properties in Indonesia, and how these have impacted its unit price. Additionally, we explore the importance of having a strong sponsor like OUE Lippo Healthcare and how it can support First REIT's growth through a pipeline of assets for acquisition. While PhillipCapital sees upside p
The Surprising Truth About Singapore's Investors Amid Fed Rate Cuts | The Investing Iguana 🦖
🟩 In this eye-opening video, join Iggy from The Investing Iguana as he uncovers the surprising truth about Singapore's investors. Dive deep into the latest trends and insights shaping the investment landscape in Singapore, and discover how you can apply these lessons to your own financial journey. Iggy explores why equities are the top choice for investors across all age groups, how Singaporeans are building diversified portfolios, and the key factors driving their investment decisions. He also shares little-known facts that might just surprise you and make you rethink your own investment strategy. Whether you're a seasoned investor or just starting out, this video is packed with valuable information to help you navigate Singapore's unique investment environment. Learn how to start early,
Why Your Next Gadget Might Never Arrive | The Investing Iguana 🦖
🟩 🚢💰 Global Supply Chain Crisis 2024: Why Your Next Gadget Might Never Arrive In this eye-opening video, Iggy the Investing Iguana breaks down the latest supply chain chaos that's shaking up the global economy. Discover how attacks in the Red Sea and drought in Panama are causing massive shipping delays and price hikes. Learn why your online orders might take forever to arrive and how these far-off events are hitting your wallet hard. $COSCO SHP SG(F83.SI)$$SamuderaShipping(S56.SI)$$SATS LTD.(S58.SI)$$SIA(C6L.SI)$ 🔍 Inside this video: • The Red Sea shipping crisis explained • Panama Canal drought's impact on
C2PU & AW9U stay defensive with robust fundamentals
The healthcare sector is often viewed as defensive with growth opportunities, supported by long-term demographic and socio-economic trends. JLL’s latest Healthcare Real Estate Outlook report also identified that healthcare-related assets remain one of the most resilient commercial real estate sectors.Healthcare real estate investment trusts (Reits) provide access to healthcare-related properties at a more affordable quantum (think a board lot size of 100 units) and without the hassle of being a landlord (Reits have managers to manage assets, tenants and set the growth strategy).Healthcare S-Reits stay defensive with robust fundamentalsNotably, $ParkwayLife Reit(C2PU.SI)$$First Reit(AW9U.SI)$ are tw
Singapore REITs: Time for a Shakeup? | The Investing Iguana 🦖
🟩 Are Singapore REITs due for a shakeup? Join Iggy from The Investing Iguana as he dives deep into the world of S-REITs, examining the challenges they face and the reforms that could revitalize this crucial sector. In this insightful video, we'll explore: -The impact of high interest rates and work-from-home trends on S-REITs -Governance issues and the power imbalance between sponsors and unitholders -The landmark case of Sabana Industrial REIT and its implications -Potential reforms to level the playing field and boost investor confidence -The relative resilience of S-REITs compared to their global peers -Opportunities for yield-hungry investors as the market evolves As an experienced financial analyst, Iggy breaks down complex concepts into easy-to-understand examples, making this vide
2024H1:Top 10 Most Popular SG Stocks in Tiger Community
The first half of 2024 brought both ups and downs for Singapore's stock market, as reflected in the closing figures of the $Straits Times Index(STI.SI)$ and the performance of individual stocks. While the STI closed at 3,332.80 points, up 3.37% from the previous quarter, several Singaporean stocks showed remarkable growth.Top 10 SG StocksDuring the first half of 2024, three Singaporean stocks stood out for their impressive performance.$AEM USD(XWA.SI)$ emerged as the best performer, recording a significant growth of 9427.38%. $HSBC ADR 10(PU6D.SI)$ followed closely with a gain of 115.35%, while $YZJ Shipbldg SGD(BS6
CDL's Secret to Sustainable Property Success | The Investing Iguana 🦖
🟩 In this eye-opening video, join Iggy the Investing Iguana as he uncovers the secrets behind City Developments Limited's (CDL) remarkable success in the world of sustainable property development. Discover how this Singapore-based company has grown from humble beginnings to become a global powerhouse, with a diverse portfolio spanning residences, offices, hotels, and more across 29 countries. $CityDev(C09.SI)$ Iggy dives deep into CDL's unique approach to sustainability, exploring how their commitment to creating spaces that benefit both people and the planet has set them apart in a highly competitive industry. He also examines CDL's impressive financial performance, including their record-breaking revenue of S$4.9 billion in the 2023 financial
The four trading sessions saw more than 80 director interests and substantial shareholdings filed for close to 30 primary-listed stocks.Directors or chief executive officers filed 14 acquisitions, and one disposal, while substantial shareholders filed three acquisitions and two disposals.LMS Compliance directors augment interests1. $Raffles Medical(BSL.SI)$ Between Jun 13 and 19, Raffles Medical Group executive chairman Loo Choon Yong acquired 2.7 million shares at an average price of S$1 per share. This increased his total interest from 54.58% to 54.72%.Since, late February, Dr Loo has been gradually increasing his total interest in the stock from 53.02%.2. $LMS Compliance(LMS.SI)$ Between Jun 13 and
DBS, UOB, OCBC: Conquering Southeast Asia | The Investing Iguana 🦖
🟩 Are Singapore's banking giants poised to take over Southeast Asia? In this video, join Iggy from The Investing Iguana as he dives deep into the ambitious regional expansion plans of DBS, UOB, and OCBC. $DBS Group Holdings(D05.SI)$$ocbc bank(O39.SI)$$UOB(U11.SI)$ Discover the strategies these banks are employing to penetrate the ASEAN market, from trade finance to wealth management. Iggy breaks down the potential impact on various industries and shares insights on how these moves could affect your investment decisions. Don't miss out on this exciting analysis of Singapore's banking behemoths and their audacious plans to conquer the region. Tune in now a
🟩 In this insightful video, Iggy the Investing Iguana breaks down the potential rebound of Singapore's Real Estate Investment Trusts (S-REITs) and the Singapore Exchange (SGX) due to falling yields. With his signature blend of expertise and wit, Iggy explains how declining risk-free rates, like the 10-year US Treasury yield, could create a tailwind for income-generating properties owned by S-REITs. $Seatrium Ltd(5E2.SI)$$Nanofilm(MZH.SI)$$Frasers L&C Tr(BUOU.SI)$ Iggy delves into the intricacies of how lower yields make S-REITs more attractive to investors seeking higher returns, potentially driving up demand and valuations. He also explores the pot
🟩 In this eye-opening video, Iggy the Investing Iguana dives deep into Q&M Dental Group, a leading private dental healthcare provider in Asia that has been flying under the radar of many investors. Discover the secrets behind Q&M Dental's consistent returns and learn why this company deserves a closer look for your investment portfolio. $Q&M Dental(QC7.SI)$ Iggy breaks down Q&M Dental's impressive financial performance, including their steady revenue growth and increasing net profits, even amidst challenging economic conditions. He also explores the company's commitment to innovation, such as their recently launched Advanced Treatment Plan AI-Module, which showcases their forward-thinking approach in the dental industry. With a
Unveiling the Future of SREITs: Overview of Industrial, Retail, Hospitality, and Office Sectors. Discover insights and trends shaping the landscape!
Investors can position in SREITs ahead of a change in funding cost SREITs saw a 0-60bp q/q rise in average funding cost in 1Q24 as cost of debt is being “marked-to-market” Average funding cost is projected to continue increasing in 2H24F, though the rate at which it increases is expected to slow or even decrease in 2025F When funding costs decreases, this would serve as tailwinds to increase allocation into SREITs Source: CGS International, CGSI Research, CME Group, and company report. Industrial REITs’ warehouse segment saw improvements While rents rose 1.7% q/q, due to a rise in supply, Singapore industrial property sector saw a 0.3% q/q fall in occupancy to 88.7% in 1Q24, as reported in JTC’s quarterly market update Warehouse / single-user factory space / business park rents rose 2%
Singtel Stock Forecast: 8% Gain Incoming | 🦖 #TheInvestingIguana EP467
🟩 Is Singtel the hidden gem in your investment portfolio? In this video, Iggy from The Investing Iguana dives deep into Singtel's stock forecast, revealing why analysts are buzzing about this telecom giant. Discover why 9 out of 9 analysts give Singtel a "Strong Buy" rating and what's behind the projected 8% gain. $Singtel(Z74.SI)$ We'll break down the numbers, from earnings forecasts to sales projections, in a way that even your ah ma can understand. Plus, learn how Singtel stacks up against its competitors and what this means for your investment strategy. Whether you're a seasoned investor or just starting out, this video is packed with insights to help you make informed decisions about Singtel stock. Don't miss out on this potential opportu
Hospitality S-Reits Show Strong Recovery and Diverse Performance
Among the seven S-Reit sub-sectors, hospitality S-Reits are the fourth largest in terms of combined market capitalisation.The five actively traded hospitality trusts have an average price-to-book ratio of 0.61 times and an average distribution yield of 7.6%, the second highest across sub-sectors (by market capitalisation-weighted average distribution yields). The five, in terms of market capitalisation, are: $CapLand Ascott T(HMN.SI)$$Far East HTrust(Q5T.SI)$$CDL HTrust(J85.SI)$$Frasers HTrust(ACV.SI)$$ARA HTrust USD(XZL.SI)$.Demand boosts hospitality S-Reits’ hote
2024H1:Top 10 Most Popular SG Stocks in Tiger Community
The first half of 2024 brought both ups and downs for Singapore's stock market, as reflected in the closing figures of the $Straits Times Index(STI.SI)$ and the performance of individual stocks. While the STI closed at 3,332.80 points, up 3.37% from the previous quarter, several Singaporean stocks showed remarkable growth.Top 10 SG StocksDuring the first half of 2024, three Singaporean stocks stood out for their impressive performance.$AEM USD(XWA.SI)$ emerged as the best performer, recording a significant growth of 9427.38%. $HSBC ADR 10(PU6D.SI)$ followed closely with a gain of 115.35%, while $YZJ Shipbldg SGD(BS6
In the five trading sessions, 70 director interests and substantial shareholdings filed for more than 30 primary-listed stocks. Directors or CEOs filed 14 acquisitions, and no disposals, while substantial shareholders filed eight acquisitions and three disposals.1. $Hiap Hoe(5JK.SI)$ Between Jul 3 and 4, Hiap Hoe executive chairman Teo Ho Beng acquired 500,000 shares at an average price of S$0.603 per share. With a consideration of S$301,250, this increased his total interest in the regional premium real estate group from 75.07% to 75.18%. Teo has been gradually increasing his total interest from 74.86% in early June. He has more than 42 years of experience in the construction and property industries, and over 27 years of experience in the
C2PU & AW9U stay defensive with robust fundamentals
The healthcare sector is often viewed as defensive with growth opportunities, supported by long-term demographic and socio-economic trends. JLL’s latest Healthcare Real Estate Outlook report also identified that healthcare-related assets remain one of the most resilient commercial real estate sectors.Healthcare real estate investment trusts (Reits) provide access to healthcare-related properties at a more affordable quantum (think a board lot size of 100 units) and without the hassle of being a landlord (Reits have managers to manage assets, tenants and set the growth strategy).Healthcare S-Reits stay defensive with robust fundamentalsNotably, $ParkwayLife Reit(C2PU.SI)$$First Reit(AW9U.SI)$ are tw
First REIT: Buy Now, Says PhillipCapital | The Investing Iguana 🦖
🟩 Join Iggy the Investing Iguana as he dives deep into the world of REITs and analyzes PhillipCapital's recent "buy" call on First REIT. In this video, we break down the key reasons behind PhillipCapital's bullish stance, including First REIT's expected 12.5% DPU growth, attractive 8.9% distribution yield, and potential catalysts like accretive acquisitions and positive rental reversions. We also discuss the challenges First REIT has faced recently, such as the restructuring of master leases and divestment of properties in Indonesia, and how these have impacted its unit price. Additionally, we explore the importance of having a strong sponsor like OUE Lippo Healthcare and how it can support First REIT's growth through a pipeline of assets for acquisition. While PhillipCapital sees upside p
The seven Singapore S-Reits record growth on higher sales, positive rent reversion
The seven Singapore real estate investment trusts (Reits) with significant exposure to Singapore-based retail assets have observed continued improved operating metrics, supported by the tourism recovery as well as recent asset enhancement initiatives (AEIs) undertaken to maximise space and improve malls’ attractiveness.Singapore-based retail S-Reits record growth on higher sales, positive rent reversionThe seven are: $CapLand IntCom T(C38U.SI)$$Mapletree PanAsia Com Tr(N2IU.SI)$$Frasers Cpt Tr(J69U.SI)$$Suntec Reit(T82U.SI)$$PARAGON REIT(SK6U.SI)$
The Surprising Truth About Singapore's Investors Amid Fed Rate Cuts | The Investing Iguana 🦖
🟩 In this eye-opening video, join Iggy from The Investing Iguana as he uncovers the surprising truth about Singapore's investors. Dive deep into the latest trends and insights shaping the investment landscape in Singapore, and discover how you can apply these lessons to your own financial journey. Iggy explores why equities are the top choice for investors across all age groups, how Singaporeans are building diversified portfolios, and the key factors driving their investment decisions. He also shares little-known facts that might just surprise you and make you rethink your own investment strategy. Whether you're a seasoned investor or just starting out, this video is packed with valuable information to help you navigate Singapore's unique investment environment. Learn how to start early,
In the five trading sessions, 90 director interests and substantial shareholdings filed for close to 40 primary-listed stocks. Directors or chief executive officers filed 20 acquisitions and no disposals, while substantial shareholders filed six acquisitions and three disposals.1. $Beng Kuang^(BEZ.SI)$ On Jun 6, a substantial shareholder of Beng Kuang Marine, Ginko-AGT Global Growth Fund, increased its direct interest in the company to above 7%. The fund acquired 200,000 shares at an average price of S$0.18 per share.2. $Centurion(OU8.SI)$ On Jun 11, Centurion executive director and joint chairman David Loh acquired 20 million shares in a married deal at S$0.54 per share. This increased his direct sta
Why Your Next Gadget Might Never Arrive | The Investing Iguana 🦖
🟩 🚢💰 Global Supply Chain Crisis 2024: Why Your Next Gadget Might Never Arrive In this eye-opening video, Iggy the Investing Iguana breaks down the latest supply chain chaos that's shaking up the global economy. Discover how attacks in the Red Sea and drought in Panama are causing massive shipping delays and price hikes. Learn why your online orders might take forever to arrive and how these far-off events are hitting your wallet hard. $COSCO SHP SG(F83.SI)$$SamuderaShipping(S56.SI)$$SATS LTD.(S58.SI)$$SIA(C6L.SI)$ 🔍 Inside this video: • The Red Sea shipping crisis explained • Panama Canal drought's impact on