SG REITs — End-of-Day Verdict
NO ACTION (ACQUIRE 0 / DISPOSE 0, anticipate slot not filled)
Recommendations
0 to acquire · 0 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 |
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| — | Virtual seed (SGD) | — | NO ACTION | — | — | n/a | n/a | n/a | No action - the book stays fully in cash at SGD 2,000,000 for a seventeenth session. Three of the eight trusts flashed buy signals today, the most in weeks, and one of them cleared our conviction bar for the first time in this book's history. But all three flipped on the same day, in the same direction, on a broad rally across the sector - six of eight names rose - with no company-specific news behind the biggest mover. That is one macro repricing session showing up as three signals, not three independent opportunities, and it landed on day one of a two-day Federal Reserve meeting whose outcome is the single largest risk to Singapore REITs in the next fortnight. There is nothing to sell, since we hold no shares. We keep the cash and re-look after the 30 Jul session has absorbed the Fed. Operational: buy pool had 3 actionable rows (J69U BUY 73, N2IU BUY 70, C38U BUY 61) + BUOU BUY - ANTICIPATE 68; each declined on its own card. Dispose pool structurally empty (all, no PROFIT_ARMED, no trail-raises). Anticipate slot eligible for the first time (BUOU) but deferred one session. Sector context: A17U +2.82%, C38U +1.23%, J69U +0.88%, M44U +0.84%, N2IU +0.76%, ME8U +0.52%, BUOU 0.00%, HMN -0.55%. Fairvalue FRESH (07-27 18:25, 1d) - no regeneration; all readings non-informative per SGR-1. Overlay WEEK 07-05, 23d stale, surviving fragment 'stage adds BETWEEN rate events' on point. Horizon FRESH (07-27): FOMC 07-29 S-REIT read tighten-trail / hawkish skew / +-3.5% / largest single-event exposure, SG reaction 07-30; MPACT 1Q 07-30; A17U + C38U 1H 08-05; 08-11 reopen gap after National Day. Scorecard as_of 07-28 entries=36 graded=0 pending=1 unfilled=0 calib_1w=None -> bias 0 everywhere, f=0.30 (L5); the pending=1 is a stale 07-23 CASH informational card, NOT a live order (see systemic finding 2). Counterfactuals n=17 optional_trim median withheld 1wk +0.42% [saved]. WRITE-CHAIN GUARD PASSED: ledger max date == memory last EOD == state anchor_date == 2026-07-27 before this write. |
Outcome & track record
Accuracy at the time of this record.
0 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 →
0.000 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.
21 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.