Singapore — End-of-Day Verdict
22nd cycle: a broad pre-FOMC melt-up flips FIVE names bullish at once; N2IU upgrades to STRONG BUY - ADD cv96 and becomes the book's FIRST acquire in 7 sessions (QUEUED @1.33); C38U prints STRONG BUY cv97 at BuyRank #1 and is blocked at the quality gate; both loud sells fail SG-2 for the fifth and sixth time
Total-Return Index 106.7 +6.7% since inception Performance ›
Event Horizon · next 10 trading days as of 2026-07-27
| Date | Event | Scope | Names | Dir | 1wk band | (ATR) | Stance |
|---|---|---|---|---|---|---|---|
| 07-28 | CapitaLand Ascott Trust 1H 2026 results CLAS is a hospitality trust: 1H gross profit, RevPAU and the 1H distribution (plus any divestment-gain top-up) reset the yield the market pays for it; on a very low ATR base a routine results move is mechanically large in ATR terms. confidence: med · source | direct | HMNH | ↕ | ±3.0% | ±3.5 | hold through |
| 07-28 | FCT 3QFY2026 business update — first full session reaction (released 27 Jul, pre-window) FCT released its 3QFY2026 update on 27 Jul, one day before the window opens, so the first full price-discovery session is 28 Jul. Tenant sales/occupancy and management's read on Johor-Singapore RTS Link shopper leakage at Causeway Point and Northpoint City (together roughly half of gross revenue) drive the re-rate. confidence: med · source | direct | J69UH | ↕ | ±2.5% | ±2.1 | hold through |
| 07-28 | Mapletree Logistics Trust 1QFY26/27 results MLT is the sector's cleanest read on Asian logistics rent: China reversions (about a sixth of gross revenue, running negative at -2% last quarter) and Singapore/Japan reversions set the mark the market applies to the other industrial-logistics landlords. ME8U shares the Mapletree sponsor and the industrial rent cycle; BUOU is priced off the same logistics reversion benchmark. MLT's own move on the print is the wider one, roughly +/-3% (+/-1.59 ATR); the band here is the held-name read-through. confidence: high · source | ecosystem | M44UHME8UHBUOU | ↕ | ±1.5% | ±1.4 | queue below |
| 07-29 | FOMC decision (2pm ET; SG session reaction 30 Jul) — bank read SG bank NIMs track USD short rates through SORA-linked and USD-book pricing. The funds upper bound has sat at 3.75% since Dec-2025 and this meeting carries a live hawkish tail under the new chair (market-implied odds of a HIKE around a quarter), which is NIM-positive for the banks — so the skew inside this two-sided band is upward for D05/O39/U11, and it lands three days before their own prints. confidence: high · source | macro | D05HO39HU11H | ↕ | ±2.5% | ±1.5 | hold through |
| 07-29 | FOMC decision (2pm ET; SG session reaction 30 Jul) — S-REIT read S-REITs are the levered-yield end of the SG tape: a hawkish outcome lifts the discount rate applied to DPU and the marginal cost of refinancing at the same time, so the event that helps the banks hurts the trusts. With a live hike tail rather than a routine hold, the band is wider than a normal meeting and the skew inside it is downward — across all seven held rate-sensitive names simultaneously, which makes this the largest single-event book exposure in the window. confidence: high · source | macro | A17UHN2IUHHMNHBUOUHME8UHJ69UH9CIH | ↕ | ±3.5% | ±2.4 | tighten trail |
| 07-30 | MPACT 1QFY26/27 business update Two assets carry the print: VivoCity (about 30% of gross revenue, reversions near 14% with occupancy close to full) and Festival Walk (about 20%, where last quarter's +6% tenant sales and +4.1% traffic were the first turn after a multi-year slide). Confirmation or reversal of the Festival Walk inflection is what re-rates the name, and it lands in the first SG session that has digested the FOMC. confidence: high · source | direct | N2IUH | ↕ | ±3.0% | ±1.8 | hold through |
| 07-30 | Jardine Cycle & Carriage 1H 2026 interim results JC&C is an Astra-dominated proxy: Indonesian auto and heavy-equipment volumes, coal-linked earnings, and the interim dividend drive it, against a FY2025 underlying profit that grew only 1%. Parent Jardine Matheson has already reaffirmed FY2026 guidance and raised its dividend, which caps the upside surprise and shifts the weight of the print onto Astra's segment detail and the interim payout. confidence: med · source | direct | C07HJ36 | ↕ | ±4.0% | ±1.8 | hold through |
| 08-03 | US ISM Manufacturing PMI (Jul) + Singapore SIPMM manufacturing PMI (Jul) Both prints land at the start of the same week and set the industrial-cycle tone: SG PMI (51.0 last, barely expansionary) feeds directly into industrial-landlord leasing expectations for ME8U/BUOU and into S63's order-pipeline narrative, while US ISM plus Astra's regional demand read is the cyclical input for C07. Low magnitude, breadth-wide rather than name-specific. confidence: med · source | macro | C07HS63HME8UHBUOUH | ↕ | ±1.0% | ±0.5 | hold through |
| 08-04 | Great Eastern Holdings Q2 2026 results OCBC owns the overwhelming majority of Great Eastern, so GEH's Q2 total weighted new sales, new business embedded value and mark-to-market investment result pre-announce the insurance line of OCBC's own Q2 print three days later. A weak GEH investment result is the most common source of an OCBC miss that is not credit-driven. confidence: med · source | ecosystem | G07HO39 | ↕ | ±1.5% | ±0.7 | hold through |
| 08-05 | CapitaLand Ascendas REIT 1H 2026 results CLAR reports full financials half-yearly, so this is the first hard number since the 1Q update: the test is whether the +10.6% 1Q rental reversion holds against management's mid-single-digit FY2026 guide, and whether aggregate leverage steps down from 42.0% toward the guided ~37.3% after April's raise. DPU also faces an enlarged unit base from that raise, the main dilution risk in the print. confidence: med · source | direct | A17UH | ↕ | ±3.0% | ±2.1 | hold through |
| 08-05 | CapitaLand Integrated Commercial Trust 1H 2026 results CICT is the largest Singapore retail-plus-office landlord, so its 1H reversion and occupancy set the comparable the market applies to MPACT's Singapore retail book (VivoCity) the week after MPACT has reported; CICT is also CLI-managed, so its fee-generating performance feeds 9CI's FUM and fee narrative one day before CLI's own print. confidence: med · source | ecosystem | C38UHN2IUH9CI | ↕ | ±2.0% | ±1.2 | queue below |
| 08-06 | DBS Group Q2 2026 results (pre-open) Largest single weight in the book and the first of the three banks to print, so it sets the tone for OCBC and UOB the next day. The move keys on NIM trajectory against whatever rate path the 29 Jul FOMC just signalled, fee and wealth momentum, and the capital-return signal in the quarterly dividend. confidence: high · source | direct | D05H | ↕ | ±4.0% | ±2.5 | hold through |
| 08-06 | CapitaLand Investment 1H 2026 results CLI is the operationally-geared manager rather than a pass-through trust: fee-related earnings, FUM growth and capital-recycling pace compound, and its unusually low ATR turns an ordinary results-day percentage move into the widest ATR-normalised swing among the book's core names. It prints the day after both CICT and CLAR, so the manager's number arrives with its managed vehicles already on the tape. confidence: med · source | direct | 9CIH | ↕ | ±4.0% | ±3.3 | hold through |
| 08-06 | Singapore Exchange FY2026 full-year results SGX closes FY2026 (Jul-2025 to Jun-2026) against a high bar — record volumes are largely already in the tape — so the swing sits on the final dividend, derivatives-mix guidance and the cost outlook rather than the headline. A soft dividend or cautious cost guide against that expectation is the down-case; a raised or special dividend is the up-case. confidence: high · source | direct | S68H | ↕ | ±5.0% | ±3.1 | tighten trail |
| 08-07 | OCBC Bank Q2 2026 results NIM against the post-FOMC rate path, credit costs, and the insurance contribution already flagged by Great Eastern on 4 Aug. Prints the same morning as UOB, so the two are read against each other and against DBS's number from the day before. confidence: high · source | direct | O39H | ↕ | ±4.0% | ±2.0 | hold through |
| 08-07 | UOB Q2 2026 results Most ASEAN-weighted of the three, so regional loan growth and asset quality carry more of the print than at DBS; NIM against the post-FOMC path plus the dividend and capital signal complete it. Lands into the same session as OCBC and, after the close, US payrolls. confidence: high · source | direct | U11H | ↕ | ±4.0% | ±2.1 | hold through |
| 08-07 | US July nonfarm payrolls (8:30 ET — SG reaction deferred to 11 Aug) First labour print after the 29 Jul FOMC, so it either validates or breaks the rate path the banks and REITs have just repriced against. Critically it lands after the SGX close on Friday and the next SG session is the National Day holiday, so the payrolls reaction cannot express itself in Singapore until Tue 11 Aug. confidence: med · source | macro | D05HO39HU11HA17UHN2IUH9CIH | ↕ | ±1.5% | ±0.9 | hold through |
| 08-11 | SGX reopens after National Day holiday — one session absorbs two US sessions SGX is shut Mon 10 Aug (National Day observed), so the 11 Aug open is the first Singapore print to absorb both Friday's payrolls reaction and the whole Monday US session. That compresses two sessions of rate repricing into a single gap with no intervening SG session in which to manage a stop — a mechanical gap-risk day for every rate-sensitive held name, immediately after all three banks and SGX have reported. confidence: med · source | structure | D05HO39HU11HA17UHN2IUH9CIHS68HHMNHJ69UHBUOUHME8UH | ↕ | ±2.0% | ±1.2 | tighten trail |
Scenario bands estimate how far a scheduled event could plausibly move a name within a week, in both directions where the outcome is binary. They are research context for the book's decisions — the signal engine, not the calendar, decides trades.
Today's recommendations
0 to acquire · 0 to dispose
NO ACTION — nothing cleared the bar.
Outcome & track record
How accurate the calls have been.
97 Graded decisions Past recommendations old enough to score against what actually happened (target hit / stopped out / closed). This is the evidence base — the bigger the number, the more history behind the calls. Click to inspect every one. See the decisions →
0.229 1-week calibration How much of the eventual 4-week move typically shows up in the first week (0 = almost none, 1 = most of it). Use it to read the 1-week estimates: a low number means prices drift toward the target slowly, so don't over-read a soft week-1.
22 Published records How many dated end-of-day verdicts exist for this book — the length of the public track record you can browse in the Archive below.
Signal-type track record How each signal *type* has performed across ALL of this book's past decisions — not a per-stock note. 'bias' is the conviction nudge (+/-) applied to a fresh signal of that type; n = sample size, hit_1w = share that hit the 1-week target. Reliable cells earn a boost; weak ones a haircut.
How each signal type has performed across this book's past decisions (aggregate, not per-stock) — and the conviction nudge it earns.
- FailedBreakout_Down_20D (sell): 72 past trades, 50% hit the 1-week target → no conviction nudge.
- RallySell_BearTrend (sell): 9 past trades, 33% hit the 1-week target → -3 conviction nudge.
Portfolio & signals
Every name we scanned, and where it stands.
| Ticker | Name | Close | Signal The chart pattern the engine detected on this name. Hover a signal for its one-line definition; click it for the full setup/trigger rules, the trade box it produces, and the newsletter issue that teaches the underlying concept. | Action | Conv | 1wk Model estimate of the likely price at this horizon — a forward projection, not a guarantee, and separate from the trade's Action Price or Stop. Where the ML estimator is enabled these are per-ticker calibrated forecasts (~80% coverage band) that are refreshed periodically and can drift between refreshes; otherwise they're interpolated from the signal's swing target. Confirm against the settled close. | 4wk Model estimate of the likely price at this horizon — a forward projection, not a guarantee, and separate from the trade's Action Price or Stop. Where the ML estimator is enabled these are per-ticker calibrated forecasts (~80% coverage band) that are refreshed periodically and can drift between refreshes; otherwise they're interpolated from the signal's swing target. Confirm against the settled close. | 12wk Model estimate of the likely price at this horizon — a forward projection, not a guarantee, and separate from the trade's Action Price or Stop. Where the ML estimator is enabled these are per-ticker calibrated forecasts (~80% coverage band) that are refreshed periodically and can drift between refreshes; otherwise they're interpolated from the signal's swing target. Confirm against the settled close. |
|---|---|---|---|---|---|---|---|---|
| N2IUH | Mapletree PanAsia Com Tr | 1.36 | PullbackBuy_VWAP | STRONG BUY - ADD | 96 | 1.36 (-0.0%) | 1.42 (+4.4%) | 1.35 (-0.7%) |
| BUOUH | FRASER L&C TRUST | 1.00 | BreakoutUp_52W | STRONG BUY - ADD | 90 | 1.00 (+0.0%) | 1.11 (+11.0%) | 1.00 (+0.0%) |
| 9CIH | CapitaLand Investment | 2.66 | ReversalDown_Overbought | STRONG SELL - REDUCE | 79 | 2.66 (-0.0%) | n/a | 2.78 (+4.5%) |
| U11H | United Overseas Bank | 43.89 | FailedBreakdown_Up_20D | HOLD | 71 | 43.91 (+0.0%) | 45.45 (+3.6%) | 45.67 (+4.1%) |
| S68H | Singapore Exchange | 24.03 | PullbackBuy_VWAP | BUY - ADD | 70 | 24.04 (+0.0%) | 25.28 (+5.2%) | 24.25 (+0.9%) |
| S63H | ST Engineering | 10.72 | FailedBreakout_Down_20D | STRONG SELL - REDUCE | 67 | 10.75 (+0.3%) | n/a | 10.75 (+0.3%) |
| B61H | BT SEMBAWANG EST | 4.89 | FailedBreakdown_Up_20D | HOLD | 63 | 4.88 (-0.2%) | 4.98 (+1.8%) | 4.91 (+0.4%) |
| D05H | DBS Group Holdings | 75.00 | MomentumContinuation_Up | HOLD | 58 | 74.61 (-0.5%) | 81.57 (+8.8%) | 77.17 (+2.9%) |
| HMNH | CAPITALAND and ASCOTT STAPLE U | 0.90 | FailedBreakdown_Up_20D | HOLD | 43 | 0.90 (-0.6%) | 0.92 (+1.7%) | 0.91 (+0.6%) |
| J69UH | FRASERS CPT TR | 2.28 | NoSignal | AVOID | 0 | 2.28 (+0.0%) | n/a | 2.35 (+3.1%) |
| C07H | Jardine C&C | 28.10 | NoTrade | NO TRADE | 0 | 28.02 (-0.3%) | n/a | 28.93 (+3.0%) |
| ME8UH | Mapletree Industrial Trust | 1.96 | NoSignal | AVOID | 0 | 1.96 (-0.0%) | n/a | 1.95 (-0.5%) |
| O39H | OCBC Bank | 29.78 | NoTrade | NO TRADE | 0 | 29.70 (-0.3%) | n/a | 29.58 (-0.7%) |
| U13H | UOI LTD | 8.60 | NoTrade | NO TRADE | 0 | 8.61 (+0.1%) | n/a | 8.65 (+0.6%) |
| A17UH | CapitaLand Ascendas REIT | 2.58 | NoSignal | AVOID | 0 | 2.59 (+0.4%) | n/a | 2.58 (+0.0%) |
| C38U | CapitaLand Integrated Comm Tr | 2.51 | BreakoutUp_20D | STRONG BUY | 97 | 2.51 (+0.0%) | 2.79 (+11.2%) | 2.49 (-0.8%) |
| S59 | SIA ENGR | 3.11 | BreakdownDown_20D | AVOID | 90 | 3.12 (+0.3%) | 2.84 (-8.7%) | 3.15 (+1.3%) |
| F34 | Wilmar International Ltd. | 3.90 | FailedBreakdown_Up_20D | WATCH | 62 | 3.91 (+0.3%) | 4.03 (+3.3%) | 3.81 (-2.3%) |
| S58 | SATS | 4.73 | PullbackBuy_VWAP | BUY | 60 | 4.71 (-0.4%) | 4.94 (+4.4%) | 5.03 (+6.3%) |
| Z74 | Singtel | 4.61 | ReversalDown_Overbought | AVOID | 53 | 4.61 (-0.0%) | 4.44 (-3.7%) | 4.56 (-1.1%) |
| M44U | Mapletree Logistics Trust | 1.24 | NoTrade | NO TRADE | 0 | 1.24 (-0.0%) | n/a | 1.23 (-0.8%) |
| G07 | Great Eastern | 21.52 | NoTrade | NO TRADE | 0 | 21.37 (-0.7%) | n/a | 21.68 (+0.7%) |
| BN4 | Keppel | 12.00 | NoTrade | NO TRADE | 0 | 12.02 (+0.2%) | n/a | 11.76 (-2.0%) |
| V03 | Venture Corporation | 15.71 | NoTrade | NO TRADE | 0 | 15.83 (+0.8%) | n/a | 16.31 (+3.8%) |
| J36 | Jardine Matheson | 67.99 | NoTrade | NO TRADE | 0 | 67.75 (-0.4%) | n/a | 68.16 (+0.3%) |
| VC2 | Olam Group Ltd. | 1.40 | NoTrade | NO TRADE | 0 | 1.39 (-0.7%) | n/a | 1.33 (-5.0%) |
Archive
Earlier end-of-day records.
- 1 August 2026 0 acquire / 0 dispose 22nd cycle: a broad pre-FOMC melt-up flips FIVE names bullish at once; N2IU upgrades to STRONG BUY - ADD cv96 and becomes the book's FIRST acquire in 7 sessions (QUEUED @1.33); C38U prints STRONG BUY cv97 at BuyRank #1 and is blocked at the quality gate; both loud sells fail SG-2 for the fifth and sixth time
- 29 July 2026 1 acquire / 0 dispose 22nd cycle: a broad pre-FOMC melt-up flips FIVE names bullish at once; N2IU upgrades to STRONG BUY - ADD cv96 and becomes the book's FIRST acquire in 7 sessions (QUEUED @1.33); C38U prints STRONG BUY cv97 at BuyRank #1 and is blocked at the quality gate; both loud sells fail SG-2 for the fifth and sixth time
- 28 July 2026 0 acquire / 0 dispose 21st cycle: the SG-2 discipline pays off four times in three sessions (BUOU/9CI/S63 sells all evaporate, 9CI while the price ran +4%); N2IU is the best buy setup in a week and dies on the same EPV anchor; O39 profit-take fires a third time and stays FROZEN
- 27 July 2026 0 acquire / 0 dispose 20th cycle: BUOU (largest position) flips to STRONG SELL-REDUCE cv76 SellRank #1 but SG-2 unmet; O39 profit-take 50% RE-FIRES cleanly (RSI_DIV + dead 12wk) and stays FROZEN under SG-8; two fresh BUY prints (S58, F34) both die on an EPV-anchored val_adj -10
- 23 July 2026 1 acquire / 0 dispose 19th cycle: VC2 (Olam) buy-stop @1.30 FILLED intraday (range 1..32); C38U re-rejected at the quality gate; ME8U re-fires STRONG SELL-REDUCE but SG-2 unmet; ACQUIRE + DISPOSE NO ACTION
- 22 July 2026 1 acquire / 0 dispose 18th cycle: the 2-session empty-buy-pool streak BREAKS — VC2 (Olam) QUEUED buy-stop @1.30 (adj 77, UNDERVALUED+quality-pass); C38U rejected at the quality gate; C07 sell print DECLINED on SG-2
- 21 July 2026 0 acquire / 0 dispose RECONCILE (17th cycle): BUOU re-fires STRONG SELL-REDUCE cv68 at SellRank #1 but is +3.7% ABOVE its stop — SG-2 unmet, no trim; ACQUIRE pool empty for a 2nd straight session
- 20 July 2026 0 acquire / 0 dispose RECONCILE (16th cycle): the standing REIT de-risk's stop-break basis LAPSED — WITHDRAW ME8U + J69U; SG-8 BLOCKING flag suspends 9CI/A17U/O39; ACQUIRE NO ACTION
- 17 July 2026 0 acquire / 5 dispose RECONCILE (15th cycle): O39 profit-take ESCALATES 30%->50% (2 ticks), A17U flips to SellRank #1, BUOU whipsaw de-arms again, ACQUIRE NO ACTION
- 16 July 2026 0 acquire / 5 dispose RECONCILE (14th cycle): standing REIT de-risk continues, O39 profit-take strengthens, BUOU arm-watch, ACQUIRE NO ACTION
- 15 July 2026 0 acquire / 5 dispose RECONCILE (13th cycle) + O39 profit-take fires + N2IU queue withdrawn
- 14 July 2026 1 acquire / 4 dispose RECONCILE (12th cycle) + REGIME SHIFT: the 07-10 pending REIT market exits (80%) went UNEXECUTED again at the 07-13 open (monitor: no trades, unchanged). But the settled 07-14 close **materially changed the picture** — the REIT SELL-REDUCE signals FADED to AVOID/NO TRADE (L4: the settled close is now authoritative, and it is no longer a formal sell), the SG sell scorecard cell reverted to neutral (`FailedBreakout_Down_20D|sell` **+0**, n=62, hit 0.48; `RallySell_BearTrend|sell` **-1**), and **N2IU flipped to STRONG BUY-ADD cv81 PullbackBuy_VWAP** (a Mapletree REIT turning bullish while ME8U stays weak — the complex is bifurcating). Net: **DOWNGRADE the 80% market exits to measured 50% trims** on the persistently-below-stop broken REITs (§9 decisive-stop-break basis survives the faded label), **WITHDRAW the C07 100% cleanup** (UNDERVALUED + strong +12wk), and open **ONE fresh ACQUIRE (N2IU BUY-ADD, L1-favored PullbackBuy)**. Banks still RSI-extreme post-CPI → WATCH (SG-4). ANTICIPATE/PROFIT-TAKE NO ACTION.
- 10 July 2026 0 acquire / 5 dispose RECONCILE (11th cycle): the 07-09 pending REIT market exits + S68 buy-stop went UNEXECUTED at the 07-10 open (monitor: no trades, unchanged). Settled 07-10 close — the de-risk FIRMED: **ME8U + J69U both print STRONG SELL-REDUCE cv71** (FailedBreakout_Down_20D, scorecard +1) → escalate to MARKET EXITS at the model's **80%** (SG-1/L3, "target full exit"). Bank adds still extended into 07-14 CPI — **U11 BUY-ADD cv71 but RSI 87.6 EXTREME → WATCH** (no-chase/provenance demote, SG-4). **NO fresh ACQUIRE**: S68 faded STRONG BUY-ADD→HOLD cv60 (<65) → WITHDRAW the @24.79 queue (buy-stop never triggered, close 24.24); M44U BUY cv70 + C38U BUY-ANTICIPATE cv76 3/3 both **quality-gate BLOCKED** (Q_Pass=F, new REIT entries into the de-risk theme). BUOU back below stop but AVOID (no SELL label at settled close) + 12wk +1.5% → **stay WATCH/trail** (L4). ANTICIPATE/PROFIT-TAKE NO ACTION.
- 9 July 2026 0 acquire / 5 dispose RECONCILE (10th cycle): the 07-08 pending REIT market exits + D05 queue went UNEXECUTED at the 07-09 open (monitor: no trades, unchanged). Settled 07-09 close turned RISK-ON — banks flipped bullish (S68 STRONG BUY-ADD cv82 top rank; O39/U11 BUY-ADD but RSI 81/87.5 EXTREME; D05 faded BUY-ADD→HOLD). REIT 12wk "lift" is a model-floor artifact (Est_12W hugs close, conf-80% wide bands) → SG-3 governs: de-risk rests on persistent below-stop + deep-neg MoS_FV. KEEP ME8U -60% + J69U -50% (live SR1) + C07 100% + 9CI/A17U carries. DE-ARM BUOU -50% (settled flip to HOLD bullish + above stop, L4 — don't sell the bounce). WITHDRAW B61 -30% (bounced +3.2% above stop) + D05 queue (faded to HOLD). ACQUIRE S68 QUEUED buy-stop @24.79 (measured, into CPI). ANTICIPATE/PROFIT-TAKE NO ACTION.
- 8 July 2026 1 acquire / 7 dispose RECONCILE (9th cycle): the 07-07 pending de-risk + bank queue went UNEXECUTED at the 07-08 open (no fills; D05 @67.14 / U11 @40.60 never filled and both banks RAN UP — D05 69.10, U11 43.33). Carry the REIT de-risk as MARKET EXITS (ME8U -60% + 9CI 100% basket, J69U -50%); ARM BUOU -50% (WATCH → fired: 3rd STRONG SELL-REDUCE print + below-stop + MoS -6.03); WITHDRAW U11 queue (flipped NO TRADE cv0 liquidity-gate, RSI 85.2, ran past limit); REPRICE D05 queue 67..87 (shallow live pullback limit); carry B61 -30% + re-armed C07 SR2 + A17U cleanup; ANTICIPATE/PROFIT-TAKE NO ACTION
- 7 July 2026 2 acquire / 4 dispose 2 QUEUED ADD banks next open (D05 @67.14, U11 @40.60 ~S on pullbacks) + 3 DISPOSE market exits (ME8U -60% 71000 + 9CI 100% 2000 basket, J69U -50% 14000, B61 -30% 7900) free ~S; BUOU/S58 WATCH; O39 queue withdrawn; ANTICIPATE/PROFIT-TAKE NO ACTION. S. rotation; 8th-cycle REIT market-exit escalation.
- 6 July 2026 2 acquire / 4 dispose 2 QUEUED ADD banks next open (O39 @24.52, D05 @64.82 ~S on pullbacks) + 3 DISPOSE market exits (ME8U -60% 71000 + 9CI 100% 2000 basket, B61 -30% 7900, J69U -50% 14000) free ~S; U11 trail-raise 39.54; ANTICIPATE/PROFIT-TAKE NO ACTION. S. rotation; 7th-cycle REIT market exit escalation.
- 3 July 2026 3 acquire / 3 dispose 3 QUEUED ADD banks next open (U11 @39.16, D05 @64.70, O39 @24.42 ~S on pullbacks) + 3 DISPOSE (ME8U -60% 71000 + 9CI 100% 2000 market basket, J69U -50% 14000) free ~S; ANTICIPATE/PROFIT-TAKE NO ACTION. S. rotation.
- 2 July 2026 1 acquire / 4 dispose 3 DISPOSE next open (ME8U -60% 71000 + 9CI 100% 2000 market basket, B61 -50% 13100, J69U -50% 14000) free ~S; QUEUE 1 ADD (U11 @39.09 ~S on a pullback); ADD-NEW/PROFIT-TAKE NO ACTION. S.
- 1 July 2026 0 acquire / 3 dispose 3 DISPOSE MARKET EXIT (ME8U -60% 71000, C07 100% 500, 9CI 100% 2000) free ~S; S63 user-add flagged (hold, stop 10.30); ADD/ADD-NEW/PROFIT-TAKE all NO ACTION. ~S dry after.
- 30 June 2026 0 acquire / 3 dispose 3 DISPOSE (ME8U -60%, C07 100%, 9CI 100%) ~S; ADD/ADD-NEW/PROFIT-TAKE all NO ACTION. ~S dry.
- 25 June 2026 1 acquire / 3 dispose 3 DISPOSE (C07 exit STI-deletion, 9CI exit, J69U trim 50%) + 1 ACQUIRE-QUEUED (UOB deep-pullback @38, don't chase at-target). No new name. ~SGD50.5k; ~SGD81k dry. C07/9CI/J69U/UOB cross-book with sgotr/sgreit — execute once.