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Continue reading →: CapitaLand Integrated Commercial Trust (CICT): A Structural Review of a Core Singapore REIT
Executive Summary CapitaLand Integrated Commercial Trust (CICT) remains one of the largest and most widely held real estate investment trusts in Singapore, often characterised by its stability rather than growth. This article provides a comprehensive structural review of CICT, examining how its diversified Singapore-focused portfolio, capital management framework, and sponsor…
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Continue reading →: 3 Dividend Stocks to Be Selective On: When Familiarity Turns Into Complacency
Executive Summary Dividend investing often rewards familiarity. Over time, investors grow comfortable with companies they understand well and whose dividends arrive reliably. However, that familiarity can quietly turn into complacency—especially when operating conditions shift or valuations begin to assume more than the business can reasonably deliver. This article examines three…
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Continue reading →: Sembcorp Industries After a 25% Pullback: Fundamentals, Valuation, and What Investors Should Consider
Executive Summary Sembcorp Industries’ share price has fallen approximately 25% from its August peak following its 1H2025 results, marking one of the sharpest sentiment reversals among Singapore large-cap stocks this year. The decline was triggered less by a deterioration in core fundamentals and more by a reset of expectations after…
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Continue reading →: Keppel REIT Plunged To PO Price… My Final Thoughts For Existing & New InvestorsKeppel REIT (K71U.SI) just dropped one of its biggest announcements in years — a move that instantly sent its unit price sliding all the way down to the preferential offering level of $0.96. It’s acquiring an additional one-third stake in MBFC Tower 3, one of the most prestigious Grade A…
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Continue reading →: Sembcorp Crashed 25%: My Full Analysis (And Whether I’m Buying)[Listen on Spotify!] Hey there, fellow dividend investors! Welcome back to the channel. I’ve been investing in Singapore shares for a long time, and most of the time, the stocks either rise gradually or fall slowly. But every now and then, there are stocks like Sembcorp Industries — where one…
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Continue reading →: After Years of Pain… Manulife US REIT Finally Has a Path Forward?[Listen on Spotify and YouTube as well!] Hey fellow REIT investors, today’s post is a pivotal one – in fact, it might turn out to be one of the most important episodes I’ve ever produced about a single REIT. Manulife US REIT — or MUST — is at a crossroads. …
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Continue reading →: Why My Diversified + Dividends Strategy For China Worked – And What I’m Focusing On Now[Listen on Spotify and YouTube as well!] Hey there fellow investors, welcome back to the channel. I’m finally back from my overseas trip and am ready to position my investment portfolios for the next year. About 6 months ago, I published a post that many of you still reference today…
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Continue reading →: 1 REIT I Bought – And Why I’m Eyeing FCT & PLife In December 2025[Watch on YouTube as well] Hey there fellow REIT investors, welcome back to the ‘The Dividend Uncle’s Take’. It’s the end of the month again, which means it’s time for my usual update on what I bought, and what I’m eyeing for the month ahead. But unlike most months, this…
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Continue reading →: The Momentum Signals in Singapore Stocks: 2 Winners, 1 Loser… and 1 Turning Around?[Watch on YouTube or Spotify as well!] Hey there fellow dividend investors, welcome back to the channel! Today I want to talk about something every investor is probably feeling right now in Singapore, but not everyone has caught on properly yet because it’s so rare for the Singapore market: momentum.…
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Continue reading →: Stoneweg Europe Staple Trust: Top Performer In 2024, Now The Highest-Yielding REIT… But Here’s Why I’m Buying![Listen on Spotify or YouTube as well!] Hey fellow dividend investors, welcome back to the channel. Today’s post is a little different — because the REIT I’m deep-diving into is not one of the big names like CapitaLand Integrated Commercial Trust or Mapletree Industrial Trust. In fact, it’s a much…
Independent research and analysis on Singapore-listed REITs and income-oriented investments, with a focus on long-term portfolio construction and income durability.
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Welcome to ‘The Dividend Uncle’s Take’ — where I share clear, independent insights on Singapore REITs, dividend stocks, ETFs, and income-focused investing. Everything I write is grounded in my own research and real investing experience. No hype — just long-term thinking and skin in the game. Let’s grow our income portfolios steadily, one dividend at a time.
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