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Tariffs Revisited: Policy Uncertainty Returns as Fed Risks Build (22 Feb 2026)

Tariffs Revisited: Policy Uncertainty Returns as Fed Risks Build (22 Feb 2026) 1835 913 Ernest Lim's Investing Blog

Dear all Happy Chinese New Year! Gong Xi Fa Cai! I am doing my usual work preparation over the weekend so as to provide timely updates to my clients. As…

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First Reit – 1st healthcare reit listed on SGX (11 Nov 24)

First Reit – 1st healthcare reit listed on SGX (11 Nov 24) 1234 690 Ernest Lim's Investing Blog

Dear all I am sure everybody here is familiar with Parkway Life Reit. It owns 64 properties located in the Asia Pacific region, with a total portfolio size of approximately…

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HPH Trust – Potential laggard in this market FOMO to buy interest rate cut beneficiaries (20 Sep 24)

HPH Trust – Potential laggard in this market FOMO to buy interest rate cut beneficiaries (20 Sep 24) 1884 946 Ernest Lim's Investing Blog

Dear all While I was doing my usual screening of stocks and sort them by price to book; estimated dividend yield and total potential return etc, one stock stood out.…

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Civmec – poised for a potential breakout above flag formation! (10 Sep 23)

Civmec – poised for a potential breakout above flag formation! (10 Sep 23) 1028 397 Ernest Lim's Investing Blog

Dear all With reference to my technical write-up on Boustead Singapore dated 23 Jun (click HERE), I pointed out that Boustead Singapore seems to be poised for a bullish breakout.…

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CDL Hospitality trades at multi-month low levels $1.03 despite strong 2H outlook! (3 Sep 23)

CDL Hospitality trades at multi-month low levels $1.03 despite strong 2H outlook! (3 Sep 23) 1018 647 Ernest Lim's Investing Blog

Dear all CDL Hospitality Trust (CDREIT) has caught my attention after slumping from $1.19 on 31 Jul to close $1.03 on 31 Aug. After taking into account of $0.0251 dividend…

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Sasseur Reit – Three analyst initiations in less than 2 months! What gives (25 Jul 23)

Sasseur Reit – Three analyst initiations in less than 2 months! What gives (25 Jul 23) 1019 464 Ernest Lim's Investing Blog

Dear all Two weeks ago, I mentioned that some reits’ charts (click HERE) have caught my attention. On a fundamental basis, besides Lendlease Reit (Click HERE for my key takeaway…

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Lendlease Reit – Under-appreciated reit; yields >7% per annum! (3 Jul 23)

Lendlease Reit – Under-appreciated reit; yields >7% per annum! (3 Jul 23) 1049 525 Ernest Lim's Investing Blog

Dear all Lendlease Reit (“Lendlease”) caught my attention as according to consensus, it offers a potential dividend yield of around 7.1% in each of FY23F and FY24F (financial year ends…

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Comfort Delgro closed at $1.03, lowest last seen on 18 Mar 2004! (9 Jun 23)

Comfort Delgro closed at $1.03, lowest last seen on 18 Mar 2004! (9 Jun 23) 1037 604 Ernest Lim's Investing Blog

Dear all Comfort Delgro (“CD”) closed at $1.03 today. Based on Bloomberg, this was the lowest close last seen on 18 Mar 2004. The main reason cited for this recent…

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U.S & European stocks logged their largest weekly falls for 2023. What’s next for the equity markets? (26 Feb 23)

U.S & European stocks logged their largest weekly falls for 2023. What’s next for the equity markets? (26 Feb 23) 1858 943 Ernest Lim's Investing Blog

Dear all With reference to my writeup published on 30 Jan 2023 (click HERE), where I mentioned I would be cautious in the overall markets, especially after a sharp run…

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Comfort Delgro sinks to 14-year low! Will it go lower? (19 Jan 2023)

Comfort Delgro sinks to 14-year low! Will it go lower? (19 Jan 2023) 1071 604 Ernest Lim's Investing Blog

Dear all On 11 Jan, Comfort (CD) closed at $1.21, the lowest close since 31 Oct 2008. The next day, to the horror of CD’s shareholders, it broke $1.21 with…

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