$CityDev (C09.SG)$$JMH USD (J36.SG)$$SIA (C6L.SG)$$Keppel (B...
One rate cut is 0.25%. By next year, there will be at least 1% cut. Bank loans with 10 billion dollars with 1% cut in rate will reduce the interest expense by 100 million dollars which in turn will become profits. The high leverage stocks will see the big impact on their profits. That’s why the funds/big players are buying into these stocks in anticipation of more rate cuts in Nov/Dec this year and next year.
Beside REITS and business trusts, other high leverage stocks like City Dev, Keppel, JMH, DFI, HongKong Land, UOL, Singtel, Sembcorp, Seatrium, Olam, Wilmar etc will be the main beneficiaries of rate cuts.
I believe the stocks still have more upside than downside![]()
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102546891 : Wow u must be from hedge fund
104260287 : Graph/chart shows it is climbing up
Deep Sea OP 104260287 : After taking a rest, it will resume its uptrend. Still got at least another rate cut in Nov or Dec.
Meng PaPa : I am deeply impressed. Excellent analysis
Deep Sea OP Meng PaPa :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Meng PaPa Deep Sea OP : May I cordially invite you to share your general opinion for Singapore Airlines in the coming years ahead, especially after T5 comes into operation in 2030 ?
Huat Biggest : Summary, if it can stay continuous $38 for 3 days, then I am convinced