$丰树工业信托 (ME8U.SG)$ 跌价就该买入，买高价的应该平均买入。DPU仍然不错。利率下调仍会发生，并且在特朗普的推动下，这将会实现。

$丰树工业信托 (ME8U.SG)$ 现在是良好的累积时机。不要像那些坐在家里的投资者，股价涨了就高喊，跌了就避而远之。只有当股价下跌时才买入，进一步下跌时平均买入。分批买入，不要全仓。这样你就能赚钱。不要做一个周一早晨的后卫。

$丰树工业信托 (ME8U.SG)$ 制度性倾销...

$凯德投资 (9CI.SG)$ Looks like capital recycling has restarted and freeing up more locked up assets for further investment/expansion and maybe higher dividend distribution. It's always good news, translating NAV to liquid assets.

$丰树工业信托 (ME8U.SG)$ Slumbering giant awakens. This is a better REITs to hold. DPU did not decrease and no china exposure.

$丰树工业信托 (ME8U.SG)$ This one is the better REITs to hold among all the Singapore REITs. Let's look at tomorrow fd offers from banks. If it's a step lower than the July offers, more than likely retirees will be scrambling to get onto the bandwagon. Current yield is at 5.9%.

$华侨银行 (O39.SG)$ 如果联邦在九月份降息，这意味着经济将陷入衰退。这对银行来说是一个双重打击，净利息收入将受到打击，而经济衰退将进一步影响贷款。不值得冒险。

$华侨银行 (O39.SG)$ 观察历史数据，股市总是在美联储开始降息时下跌。为什么？因为美联储关注实时数据。当实时数据显示经济正在降温时，他们做出反应，但那时为时已晚。违约、消费者支出将继续下滑。我认为Powell与过去许多美联储相比并不是天才。

$新电信 (Z74.SG)$ Singtel PE at 61, Tesla at 56. Which would you buy? I think the answer is obvious. Singtel is not cheap at this price.