$Mapletree Log Tr (M44U.SG)$ market is forward looking up to 6 to 9 months. The key factor affecting reits is interest rate. if you expect interest rate to drop in 6 to 9 months time, then whatever about their earnings will be forgiven. that's how the market works.
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$Singtel(Z74.SG$ looks like a good level to DCA. I am looking at increased dividend payout as well as a special dividend in the final quarter.
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$Singtel (Z74.SG)$ Singtel is likely going to compliment the final dividend next year, which should be higher than the current interim's 5.2cts, with an additional special dividend, minimally drawn from this exceptional gain. The previous strategy of spreading out the special dividend of 5cts into 2.5cts payable each half year didn't give any impact to the shares. Singtel's management would have learned from that experience. It is better to consolidate and give one shot to create that impact. My...
$Sea (SE.US)$ miscalculated entry of 💲 70 before the last quarter reporting. It can go either way this round. Still betting on the uptrend from here onwards.
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