-
Continue reading →: Are Years of Overseas Expansion Paying Off for Raffles Medical and Thomson Medical?
Executive Summary Raffles Medical Group (SGX: BSL) and Thomson Medical Group (SGX: A50) are two well-known Singapore-listed healthcare companies whose share prices have risen in the past year but remain largely flat over a longer five-year horizon. Despite strong domestic franchises, both stocks have underperformed the broader market over time,…
-
Continue reading →: United Hampshire US REIT: Reassessing a Small, Defensive US Retail REIT After Its Early Stumble
Executive Summary United Hampshire US REIT (SGX: ODBU) is a small Singapore-listed REIT that has largely remained outside the spotlight since its difficult post-IPO period. Focused on grocery-anchored retail centres and self-storage facilities in the United States, it operates in property segments typically associated with necessity spending and defensive cash…
-
Continue reading →: Two Dividend Stocks Undergoing Structural Reset: Valuation, Execution, and What Comes Next
Executive Summary Two Singapore-listed dividend-paying companies have undergone major structural changes over the past year, forcing investors to reassess how they should be valued going forward. Rather than facing business deterioration, both companies have deliberately reshaped their operating models through asset disposals, capital recycling, and earnings resets. These transitions have…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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. …
-
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…
Independent research and analysis on Singapore-listed REITs and income-oriented investments, with a focus on long-term portfolio construction and income durability.
Read our Editorial Standards & Disclaimer ->
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.
Let’s connect
Join the journey!
Stay updated with our latest articles and videos by joining our YouTube and other social media accounts.
The Dividend Uncle 