a - more room to spike

D both pull back due to the recent macro economic news with high volatility & valuation concerns for SGX & Keppel high technology stocks

Pick C) Both go up (STI momentum lifts all blue chips). Market sentiment seems cautiously bullish.

sgx too high valuation. I suspect fall.

I’m going with C — both go up 📈. The STI just printed a fresh intraday high, and when index momentum is strong, large-cap names reporting earnings tend to benefit from passive and rotational flows, regardless of individual narratives. For $SGX(S68.SI)$ , expectations are undeniably high, but volume expansion ahead of earnings suggests positioning rather than distribution. As long as derivatives activity and data services show steady growth, the market may be willing to defend the premium valuation, at least in the near term. For $Keppel(BN4.SI)$ , the AI infrastructure angle is gaining credibility. While Bifros

Is good for both to have some pullback... no stock will rise forever

The regrouping of Temasek Group in April will probably heighten Keppel to further sharpen her focus on investments and divestments.

With earnings season in full swing, Singapore Exchange (SGX) and Keppel Corporation are two stocks that have garnered significant attention from investors. Both companies have reported strong results, driven by improving market conditions and strategic initiatives. SGX: The exchange operator has benefited from increased trading activity, particularly in the derivatives segment. Its efforts to expand its product offerings and enhance its trading platform have yielded positive results. SGX's dividend yield remains attractive, making it a favorite among income-seeking investors. Keppel: The conglomerate has seen a significant turnaround in its offshore and marine business, driven by improving oil prices and a rebound in demand for rig-building services. Keppel's property and infrastructure se

This week's SGX earnings season only reminded the let go of Netlink due to cash flow and missed rounds of dividends with capital appreciation.

One-Sentence Review: Mapletree Logistics Trust's (M44U.SG) latest quarterly results showed a moderation in China's drag on rental growth, though the outlook in Eastern China remains challenging due to elevated vacancy and soft consumer spending, supporting analyst views of potential distribution growth ahead.

🌟🌟🌟 $CapLand Ascott T(HMN.SI)$ , the largest lodging & accommodation SReit in Asia Pacific, delivered a steady, quiet confident set of results this week - the kind that feels less than fireworks and more like a warm reminder that resilience, global recovery and patient compounding are still very much alive. @Tiger_SG @TigerStars @Tiger_comments @TigerClub @

Seems like both MT were trying to pivot too, and I was surprised it looked so bad, their fundamentals look right though. There is still time to adjust to the lower interest rates, so that would be the easy lever to pull. It would also be wise to look to get ahead of their remaining tenancies and lock up the leases to calm the nerves of investors (I recall that one of the two had an average of less than 3 years which sounds shaky). It is also worrying that their DPUs are dropping, while in contrast OUE is going up. Undoubtedly, OUE emerged as the dark horse, +8.3% is impressive, totally unexpected.

$Frasers L&C Tr(BUOU.SI)$ has been going up for a few weeks but is retracing now and primed for a buy!

This week’s SGX earnings felt like a real stress test for S-REIT investors. $OUEREIT(TS0U.SI)$ stood out as the dark horse—FY DPU up 8.3% with a strong 2H rebound shows the deleveraging strategy is working. An 18% cut in interest expenses and asset pruning is exactly what I want to see in this rate environment. On the other hand, the Mapletree duo $Mapletree Ind Tr(ME8U.SI)$ $Mapletree Log Tr(M44U.SI)$ tested my patience. DPU declines at MLT and MIT weren’t operational—occupancy is still solid—but driven by forex pressure and high rates. I’m not shaken on fund