To The Moon

Forget the noise; today, the Singapore market is all about two clashing forces:

• Crude oil $WTI Crude Oil - main 2605(CLmain)$ holding strong above $110

• Fed effectively throwing cold water on those multiple rate cut dreams.

This setup creates a fascinating dynamic: massive tailwinds for the offshore & marine (O&M) and commodity players, but a real-time stress test for yield-sensitive instruments like REITs.

If you are looking where to deploy capital in the Lion City today, here are the Top 5 Stocks you need on your radar:

1. $Keppel(BN4.SI)$

Keppel isn't just about bending steel anymore. They’ve evolved into an asset management beast, with S$95bn AUM and a stellar 6%+ dividend yield (payouts at S$0.47).

Oil at $110 doesn't just help their remaining O&M exposure; it boosts the valuations of their entire energy portfolio.

If they can execute on that projected 40% jump in 2025 core profit, this is a multi-engine growth story.

2. $YZJ Shipbldg SGD(BS6.SI)$

The post-earnings narrative here is just brutal efficiency.

We are looking at potential earnings doubling in 2025, backed by an order book that stretches all the way to 2028.

Oil at $110 isn't just a number; it's a direct signal for oil majors to restart capex, triggering new orders for offshore platforms. Yangzijiang is sitting right in the sweet spot of that demand curve.

3. $Wilmar Intl(F34.SI)$

When oil spikes, so does the demand for biodiesel (which uses Wilmar’s palm oil as feedstock).

As a trading giant, they know exactly how to monetize global commodity inflation. This is a quiet winner in the current macro backdrop.

4. $SGX(S68.SI)$

SGX is the classic "house wins" stock. Market volatility goes up? Trading volume spikes. Interest rates stay high?

Their ~3.5% yield is safe and still attractive. It's the ultimate defensive fortress when the rest of the market gets jittery.

5. $Mapletree PanAsia Com Tr(N2IU.SI)$

This is the one to watch if you are a yield seeker. With the Fed dot plot slashing rate cut expectations down to maybe one lone move, long-duration assets are getting hammered.

Watch the S$0.90 support level like a hawk. If that breaks, we could see a broader REITs capitulation.

The Singapore REITs Playbook

Here is the only metric that matters for SGREITs right now: The "Dividend Yield vs. 10-Year US Treasury Yield Spread."

This is the ultimate anchor for REIT valuations. When the Fed signals "higher for longer," that 10Y yield goes up, effectively crushing the attractive spread that REITs offer.

It’s a mathematical headwind that REITs cannot ignore.

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