Kenny_Loh

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

    • Kenny_LohKenny_Loh
      ·05-22 21:13

      REITirement Portfolio Commentary of 14 Holdings (May 2026)

      Portfolio Overview This portfolio is a well-diversified, income-focused basket heavily anchored in Singapore Real Estate Investment Trusts (S-REITs), real estate investment managers (CapitaLand Investment), and targeted S-REIT ETFs.‌ With a total cost basis of roughly $100,000 SGD and a current valuation sitting around $116,900 SGD, the portfolio demonstrates strong health. It delivers an unrealized capital gain of about 17%, alongside a highly consistent layering of dividend distributions. ‌ ‌‌‌‌Key Takeaways & Performance Drivers 1. The Heavy Hitters (Top Allocation) CapitaLand Investment (9CI | 12.94% Wtg): As the largest holding, this asset-light real estate manager provides excellent capital growth potential alongside traditional REIT yield. It has performed solidly with a +6.57%
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      REITirement Portfolio Commentary of 14 Holdings (May 2026)
    • Kenny_LohKenny_Loh
      ·05-21

      Beat the Forecast: Why CAREIT is Outperforming the S-REIT Index Since IPO

      $Cent Accom REIT(8C8U.SI)$ ‌1. Technical Analysis (TA) Based on the provided ShareInvestor daily chart up to May 21, 2026:‌ Chart Patterns & Price Action‌ Symmetrical Triangle Formation: Since reaching a peak near S$1.19 in late February/early March 2026, the counter has been consolidating within a well-defined Symmetrical Triangle. Volatility Compression: The price action is compressing tightly toward the apex of the triangle, with the descending resistance line and ascending support line converging around the S$1.080 - S$1.100 zone. A decisive breakout or breakdown on high volume will dictate the next major trend. Support & Resistance Levels: * Immediate Support: S$1.080 (represented by the lower boundary of the triangle and the red d
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      Beat the Forecast: Why CAREIT is Outperforming the S-REIT Index Since IPO
    • Kenny_LohKenny_Loh
      ·05-20

      AIMS APAC REIT Deep Dive: TA Momentum Meets FA Strength

      Technical Analysis (TA) ‌Looking at the multi-year weekly candlestick chart provided, the stock has completed a classic multi-year rounded bottom accumulation phase and is currently displaying strong structural bullish momentum. $AIMS APAC Reit(O5RU.SI)$ ‌ 1. Trend and Moving Averages ‌The Bull Cross: The chart shows a clear Moving Average Convergence / Cross (MACross 20, 50, 200). The short-term MAs (pink and blue) have crossed decisively above the long-term 200-period MA (green line), signaling a structural regime shift from consolidation to an uptrend. Price Action: The price is currently trading at $1.57, well above its 20-period ($1.539), 50-period ($1.484), and 200-period ($1.443) moving averages. This alignment confirms a strong, synchro
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      AIMS APAC REIT Deep Dive: TA Momentum Meets FA Strength
    • Kenny_LohKenny_Loh
      ·05-05

      The Golden Trio: Who Wins the Battle for Singapore’s Pawn Market?

      Market Insights, Financial Ratios, and 2026 Outlook The Singapore pawnbroking sector has undergone a massive transformation, evolving from traditional "lenders of last resort" into sophisticated financial services and luxury retail players. With gold prices reaching historic highs, these stocks have become essential watches for local investors. ‌ 1. Strategic Positioning ‌‌ValueMax Group $ValueMax(T6I.SI)$ : Remains the "blue chip" of the sector, focusing on high-net-worth moneylending and large-scale gold trading. Its conservative balance sheet provides a safety net during volatility, and its massive gold inventory directly benefits from bullion price appreciation. MoneyMax Financial Services $MoneyMax
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      The Golden Trio: Who Wins the Battle for Singapore’s Pawn Market?
    • Kenny_LohKenny_Loh
      ·05-04

      The Yield & Value Play: Why OUE REIT’s 21% NAV Discount and Hospitality Surge Matter Now

      Technical Analysis (TA) $OUEREIT(TS0U.SI)$ The provided chart indicates a significant shift in price action over the past year: Bullish Reversal & Channel: After bottoming near $0.215 in late 2023, the stock established a clear ascending parallel channel. Moving Averages: The price is currently trading above the 20-day (blue), 50-day (magenta), and 200-day (green) moving averages. The 20-day recently crossed above the others, signaling short-term bullish momentum. Key Resistance & Support: Resistance: Immediate resistance is at $0.375 - $0.380 (52-week high). A breakout here could target the consensus analyst mark of $0.44 - $0.45. Support: Strong support is found at the $0.315 horizontal line and the lower boundary of the current uptre
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      The Yield & Value Play: Why OUE REIT’s 21% NAV Discount and Hospitality Surge Matter Now
    • Kenny_LohKenny_Loh
      ·04-25

      Recorded Live Stream 2026 SREITs Playbook: 3 Pillars to Survive Higher-for-Longer Rates & Middle East Risks

      The market landscape in April 2026 has shifted. Between geopolitical tensions in the Middle East and a "higher-for-longer" interest rate environment, retail investors are facing a critical turning point. Is your passive income safe, or are you holding a "Yield Trap"? In this recorded webinar with Tiger Brokers, Kenny Loh (Founder of REITsavvy and SGX Academy Trainer) breaks down the "Yield Defense" strategy. Learn how to move past headline yields and identify REITs with the pricing power to survive and thrive in 2026. [Key Takeaways] ✅ Pricing Power: Why Suburban Retail and Data Centres are outrunning inflation. ✅ Debt Management: How to check if a REIT can afford its interest payments. ✅ Yield Spread: Calculating the "Margin of Safety" against 10-year SGS yields. View the recorded live st
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      Recorded Live Stream 2026 SREITs Playbook: 3 Pillars to Survive Higher-for-Longer Rates & Middle East Risks
    • Kenny_LohKenny_Loh
      ·04-24
      Recorded Live Stream. REIT Strategy for 2026. @Kenny_Loh

      Kenny Loh's 2026 SREITs Playbook: 3 Pillars to Survive Higher-for-Longer Rates & Middle East Risks

      @TBlive
      The video, hosted by Tiger Brokers, focused on deal defense and identifying resilient REITs in a shifting rate environment caused by the Middle East conflict. @Kenny_Loh , a well - known figure in the financial community, shared his insights on REIT investment, and Tiger Brokers promoted its Deposit Rewards program.📌 Watch Live:Content is as follows:SummarizeMarket Analysis: Due to the Middle East conflict, the market situation has changed. Oil prices are expected to remain high, and the REIT sector has been affected. Investors should not use old methods to evaluate REITs.Investment Criteria
      Kenny Loh's 2026 SREITs Playbook: 3 Pillars to Survive Higher-for-Longer Rates & Middle East Risks
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    • Kenny_LohKenny_Loh
      ·04-24

      iFAST Vision 2030: Why the 10-Year DCF Tells a Different Story Than the Charts

      Technical Analysis (TA) ‌The chart shows a daily timeframe for $IFAST(AIY.SI)$ , highlighting several bearish signals despite a long-term uptrend. Chart Pattern: A significant "Head & Multiple Shoulders" topping pattern has formed. The "Head" peaked near $11.00, while the most recent shoulder is lower, around the $10.02 resistance zone. Neckline & Support: The critical Neckline Support at $8.43 is currently the most important level to watch. A decisive break below this could signal a trend reversal. Moving Averages: The price is currently trading below the shorter-term moving averages (pink and blue lines), which are starting to curl downwards. However, it remains above the long-term 200-day Moving Average (green line) and the primary As
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      iFAST Vision 2030: Why the 10-Year DCF Tells a Different Story Than the Charts
    • Kenny_LohKenny_Loh
      ·04-23

      Strategic Outlook: Balancing Keppel DC’s 13% DPU Growth with Short-term TA Risks

      ‌Technical Analysis (TA): The "Rising Wedge" Dilemma $Keppel DC Reit(AJBU.SI)$ ‌The chart highlights a Rising Wedge pattern, a classic technical formation that often signals a potential trend reversal or consolidation.‌ 1. Pattern & Price Action ‌The Wedge: Price is currently trading within converging upward trendlines. While it looks bullish because it's making higher highs and higher lows, a rising wedge is traditionally a bearish reversal pattern in a mature uptrend. Key Resistance: The upper boundary of the wedge sits around $2.50 – $2.55. Price recently touched $2.38 (as of April 23, 2026), showing some resistance as it nears the upper rail. Immediate Support: Watch the lower trendline, currently around $2.25. A breakdown below this li
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      Strategic Outlook: Balancing Keppel DC’s 13% DPU Growth with Short-term TA Risks
    • Kenny_LohKenny_Loh
      ·04-22
      Live stream today at 7:00pm. See you guys!

      🎁 LIVE Stream Alert | Middle East Conflict + Rate Volatility: Are Your SREITs Still Resilient?

      @Tiger_SG
      Click to join the live on Wednesday 19:00 Hey Tiger fam, feeling jittery about the markets lately? 🌍 With escalating tensions in the Middle East and surging oil prices, the S-REIT Index has already dropped ~6.8% YTD — and that rate-cut narrative we were banking on? Gone with the wind... Don't panic! We've brought in Singapore's REITs heavyweight — Kenny Loh (SGX Academy Trainer, MoneyFM 89.3 regular, CFP® certificant) to show you exactly how to navigate this storm. 📌 3 Key Things You'll Learn 1️⃣ The "Rate Cut" Mirage vs. Reality Stop trying to time the pivot! Kenny will break down why you should look past headline yields and focus on Interest C
      🎁 LIVE Stream Alert | Middle East Conflict + Rate Volatility: Are Your SREITs Still Resilient?
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