Singapore — End-of-Day Verdict
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.
Recommendations
1 to acquire · 4 to dispose
| Ticker | Name | Close | Action | Action Price Where to act — a buy-limit on a pullback or a buy-stop above resistance, not the current price. Sanity-check vs Close: on a held name, an action price stranded above the close means the queued level was set when the stock was higher — stale, awaiting reprice. | Stop The risk-defined exit, set below the entry for a long (~1.2–1.8×ATR). A held long whose Stop sits at/above the Close is already below its stop — a stale box awaiting reprice. | 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. | Rationale |
|---|---|---|---|---|---|---|---|---|---|
| N2IU | Mapletree PanAsia Com Tr | 1.32 | ADD — QUEUED @1.30 | 1.30 | 1.26 | 1.32 (+1.5%) | 1.32 (+1.5%) | 1.32 (+1.5%) | Mapletree PanAsia flipped to a fresh STRONG BUY-ADD on the L1-favored PullbackBuy_VWAP (cv81, RSI 65 clean, not extended) as the SG REIT complex bifurcates -- this name turns up while ME8U/J69U fade. Fair value is rich (GROWTH_PRICED_IN, MoS -9.74, the SG-3 REIT band artifact) so the add is halved (size x0.5) and val_adj -10, leaving adj cv 71 >= floor; news neutral (DPU +1.5% YoY, rev -3.2%). Queued as a shallow buy-limit @1.30 (close 1.32, 0.94 ATR above entry) so it fills only on a small pullback (no-chase). Trade target 1.37 (+5.4%); 12wk est flat (SG floor artifact) and > DCF 1.13. Volume 5,700 (Portion 114.38% x0.5 x 100). Stop 1.26. · news |
| ME8U | Mapletree Industrial Trust | 1.93 | SELL 50% | — | 1.90 | 1.93 | 1.97 | 2.01 | Biggest-dollar bleeder: decisive, persistent close below stop (1.93 < 1.96) with AVOID cv46 all day (faded from the 07-10 STRONG SELL-REDUCE cv71). The stop-break is a valid signal-based exit (CLAUDE.md 9) and survives the faded label and the artifact-positive 12wk. News confirms weaker Q2/half-year earnings, but the data-centre tailwind (AUM S, occupancy 91..2%) argues to keep a residual -> DOWNGRADE the standing 80% market exit to a measured 50% trim (also on the neutral SG sell cell +0/48%). MoS -9.48 but G2 suppresses the amplify (12wk 2.01 > DCF 1.55). 12th unexecuted cycle (execution/reconciliation defect). MIT earnings 07-21 (~5 td) hold-through; stop-break exception fires the trim, keep 59,179 on trail 1.90. Frees ~S. · news |
| J69U | Frasers Centrepoint Trust | 2.25 | SELL 50% | — | 2.19 | 2.25 | 2.26 | 2.30 | Below stop (2.25 < 2.31) with AVOID cv44 FailedBreakout_Down_20D all day (faded from the 07-10 SR1 cv71). Valid stop-break exit (9); NA valuation (no amplify). Standing multi-cycle de-risk DOWNGRADED from 80% to a measured 50% trim on the faded label + neutral SG sell cell. 12wk 2.30 is the SG floor artifact, not a real turn. Trail 2.19 on the kept 14,000. Frees ~S. |
| A17U | CapitaLand Ascendas REIT | 2.49 | SELL ALL | — | 2.57⚠ | 2.50 | 2.51 | 2.54 | Tiny odd-lot below stop (2.49 < 2.57) with AVOID cv50 on the bearish RallySell_BearTrend family (scorecard -1). Full cleanup on the stop-break. MoS -7.97 sits in G2 territory (REIT band artifact) so no valuation amplify. Earnings 07-24 (~8 td) is outside the 5d catalyst window. Frees ~S. |
| 9CI | CapitaLand Investment | 2.50 | SELL ALL | — | 2.60⚠ | 2.51 | 2.55 | 2.59 | Odd-lot below stop (2.50 < 2.60), AVOID cv50 FailedBreakout_Down_20D. Full cleanup on the stop-break, bundled with A17U. MoS -1.68 (mild), no amplify. Frees ~S. |
| BUOU | Fraser L&C Trust | 0.96 | HOLD | — | 0.94 | n/a | n/a | n/a | NO TRADE cv0 at the settled close, close 0.96 > stop 0.94 (above stop now) and 12wk +1% -- do not re-arm (L4, MoS -6.03 is the SG-3 band artifact). Largest REIT position (170,198). Trail 0.94; re-arm -50% on a fresh SELL-REDUCE at settled close or a confirmed neg-12wk. |
| U13 | UOI Ltd | 8.55 | HOLD | — | 8.31 | n/a | n/a | n/a | STRONG BUY-ADD cv90 BreakoutUp_20D but eD -2.76 (extreme chase past entry) on an illiquid microcap (liquidity-gated) -- L1 discounts breakout-chases and the no-chase rule blocks eD <= -1.0. No add; WATCH, re-arm on a non-extended reprint. |
| G07 | Great Eastern | 18.10 | WATCH | — | — | n/a | n/a | n/a | STRONG BUY cv90 Buy_Rank 1 but Q_Pass=F blocks the new entry and RSI 93.5 is EXTREME (likely a corporate-action-driven spike); not held. No card. |
| D05 | DBS Group Holdings | 72.03 | HOLD | — | 68.54 | n/a | n/a | n/a | BUY-ADD cv71 but RSI 83.7 EXTREME -> no-chase demote to WATCH (SG-4, repeats prior cycles). Add only on a non-extended BUY-ADD reprint. Stop 68.54. |
| O39 | OCBC Bank | 27.88 | HOLD | — | 26.55 | n/a | n/a | n/a | BUY-ADD cv71 but RSI 83.7 EXTREME + only (immaterial) -> WATCH (SG-4). |
| U11 | United Overseas Bank | 44.38 | HOLD | — | 42.78 | n/a | n/a | n/a | HOLD cv61 (faded from BUY-ADD), RSI 82.9 with RSI_DIV. The 9c elevate is not triggered (MoS -0.65 > -3) and the G1/G3 momentum-name gates say do not trim on RSI_DIV alone -> hold/trail. Stop 42.78. |
| S68 | Singapore Exchange | 23.71 | HOLD | — | 23.21 | n/a | n/a | n/a | HOLD cv39 PullbackBuy_VWAP (faded, no buy trigger, below floor). Hold the core. Stop 23.21. |
Outcome & track record