{
  "version": "https://jsonfeed.org/version/1.1",
  "title": "algo2alpha — The Learning Investor — SG REITs",
  "home_page_url": "https://www.algo2alpha.com/p/sgreit/",
  "feed_url": "https://www.algo2alpha.com/p/sgreit/feed.json",
  "description": "Redacted end-of-day decision records for SG REITs.",
  "authors": [
    {
      "name": "Boon Sing Thia"
    }
  ],
  "items": [
    {
      "id": "sgreit-2026-07-29",
      "url": "https://www.algo2alpha.com/p/sgreit/2026-07-29/",
      "title": "SG REITs — 2026-07-29",
      "summary": "ACQUIRE 1 QUEUED (N2IU buy-limit 1.33) / DISPOSE 0, anticipate slot not filled",
      "content_text": "## SGREIT End-of-Day Verdict — 2026-07-29\n\nACQUIRE 1 QUEUED (N2IU buy-limit 1.33) / DISPOSE 0, anticipate slot not filled\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| N2IU | Mapletree PanAsia Com Tr | 1.36 | BUY — QUEUED @1.33 | 1.33 | 1.30 | 1.36 (+2.0%) | 1.42 (+6.8%) | 1.39 (+4.5%) | Mapletree Pan Asia Commercial Trust is the first Singapore REIT in this book's history to satisfy every one of our entry rules at once, and we are buying it the patient way. The trust has now signalled a buy twice in a row on the same pattern we trust most - a pullback to its volume-weighted average price - strengthening from a moderate reading to the strongest in weeks, with price above every major moving average and the trend firmly established. Crucially, we are not chasing it: today's close ran 2.2% ahead of the price we are willing to pay, so we are leaving a resting order below the market that fills only if the shares come back to us. That structure is deliberate, because the US Federal Reserve decides on rates tonight and the trust reports quarterly numbers tomorrow. If the market rallies away from us we simply do not get filled and reassess; if it dips, we buy at a better price with a stop just 2.3% lower. The valuation screen still marks this trust down, as it does every distribution-paying REIT, but the signal now clears our bar even after that penalty is applied in full - the first time that has happened. OPERATIONAL: SGR-3 satisfied (2nd consecutive same-family PullbackBuy_VWAP print, both >= 65). SGR-2 clears (T12 1.39 >= close 1.36, +2.2%). L1-favoured family. No-chase: Entry_Distance_ATR -1.14, buy-limit only. Floor cleared on the FULLY PENALISED arithmetic (96 - 10 + 0 = 86); Quality_Pass=False hard gate OVERRIDDEN under SGR-1 (REIT net-income-EPV/F-Score screen known-miscalibrated; second time this override has enabled an acquire, after C38U 07-23). Size 0.5x on STAGING grounds (FOMC 07-30, MPACT 1Q 07-30, PMI 08-03, sector 1H 08-05), not on the valuation modulator, which SGR-1 nulls. Sizing: 96.51% x Sown seed (ADR-0014) x 20% buy_pct = 386,040; max_position_pct 60% no bind; x0.5 = 193,020; /1.33 = 145,127 -> lot 100 -> = S = 9.65% of book. Risk if stopped: S = 0.22% of book. L8: executes at the 07-30 open as a resting GTC limit; reprice/re-validate if the open gaps >1.5%; expires_on 2026-08-03 (3 sessions). ANNOTATIONS: 12wk 1.39 exceeds DCF anchor 1.1313 (GROWTH_PRICED_IN) - projection assumes growth beyond priced-in; and 12wk 1.39 < 4wk 1.42 is internally incoherent (see systemic finding 4) - treat 1.42 as the trade objective, 1.39 as the softer figure. f=0.30 on the 1wk per L5 (calib_1w null, 1 graded entry). Withdraw if conviction < 65 at any subsequent EOD. |\n\n_Track record: 1 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-29T00:00:00.000Z",
      "tags": [
        "sgreit",
        "sg",
        "eod"
      ]
    },
    {
      "id": "sgreit-2026-07-28",
      "url": "https://www.algo2alpha.com/p/sgreit/2026-07-28/",
      "title": "SG REITs — 2026-07-28",
      "summary": "NO ACTION (ACQUIRE 0 / DISPOSE 0, anticipate slot not filled)",
      "content_text": "## SGREIT End-of-Day Verdict — 2026-07-28\n\nNO ACTION (ACQUIRE 0 / DISPOSE 0, anticipate slot not filled)\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| — | 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. |\n\n_Track record: 0 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-28T00:00:00.000Z",
      "tags": [
        "sgreit",
        "sg",
        "eod"
      ]
    },
    {
      "id": "sgreit-2026-07-27",
      "url": "https://www.algo2alpha.com/p/sgreit/2026-07-27/",
      "title": "SG REITs — 2026-07-27",
      "summary": "NO ACTION (ACQUIRE 0 / DISPOSE 0, +1 queue withdrawal)",
      "content_text": "## SGREIT End-of-Day Verdict — 2026-07-27\n\nNO ACTION (ACQUIRE 0 / DISPOSE 0, +1 queue withdrawal)\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| — | Virtual seed (SGD) | — | NO ACTION | — | — | n/a | n/a | n/a | No action - the book returns to 100% cash at SGD 2,000,000 after its first buy order was cancelled unfilled. There is nothing to sell (no shares are held) and nothing to buy: for the first time in a week not one of the eight trusts prints a bullish tradeable signal, and the two that recently did have both reversed - CapitaLand Integrated collapsed from a conviction-97 strong buy to a conviction-50 watch, and Frasers Logistics flipped from a bullish build-up to an overbought downside-reversal read. Waiting is also the event-consistent posture: three trusts print or are being priced on 28 Jul, and the 29 Jul FOMC is the single largest risk to this rate-sensitive sleeve in the next fortnight, with a hawkish skew. The cash is ammunition for a post-FOMC, post-earnings re-entry, not idle money. Operational: buy pool EMPTY of actionable labels (3 x AVOID, 3 x WATCH, 1 x NO TRADE, 1 x NoSignal; zero BUY-family rows); dispose pool structurally empty (all, no PROFIT_ARMED, no trail-raises); anticipate slot unfilled on direction-inversion. Fairvalue was STALE (07-17, 10d) -> REGENERATED this run (07-27 18:25): ME8U flipped FAIR_VALUE -9.48 -> GROWTH_PRICED_IN -17.62, BUOU -6.07 -> -6.25 GROWTH_PRICED_IN, HMN remains the sole Bargain (-0.79, QP True) but prints zero conviction. All non-informative per SGR-1. Overlay WEEK 07-05, 22d stale. Horizon FRESH (07-27). Scorecard entries=33 graded=0 unfilled=1 calib_1w=None -> f=0.30 (L5), no actionable cells; counterfactuals n=17 (optional_trim n=16, median withheld 1wk +0.42%, saved). HOUSEKEEPING: no EOD run occurred for 2026-07-24 (memory 07--27, state stale at 07-23) - the pending C38U buy-stop went unreconciled two sessions; reconciled here, PR-17 escalated to a hard start-of-run guard. |\n\n_Track record: 0 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-27T00:00:00.000Z",
      "tags": [
        "sgreit",
        "sg",
        "eod"
      ]
    },
    {
      "id": "sgreit-2026-07-23",
      "url": "https://www.algo2alpha.com/p/sgreit/2026-07-23/",
      "title": "SG REITs — 2026-07-23",
      "summary": "ACQUIRE 1 (C38U staged) / DISPOSE 0",
      "content_text": "## SGREIT End-of-Day Verdict — 2026-07-23\n\nACQUIRE 1 (C38U staged) / DISPOSE 0\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| C38U | CapitaLand Integrated Comm Tr | 2.44 | BUY — QUEUED @2.50 | 2.50 | 2.38 | 2.57 (+2.8%) | 2.73 (+9.2%) | 2.63 (+5.2%) | First since ADR-0014 inception (ends 16-session idle streak). Confirmed, strengthening momentum: BUY 78 -> STRONG BUY 97 with a family UPGRADE from the L1-discounted FailedBreakdown_Up chase to MomentumContinuation_Up (Buy_Rank 1), positive 12wk (2.63 vs 2.48, +6%). This fires the exact re-arm the 07-22 near-miss wrote (confirming 2nd bullish print, conv>=65, within 3 sessions). SGR-3 satisfied (no whipsaw), L1 satisfied (continuation not chase), SGR-2 clear (positive 12wk). Valuation non-informative per SGR-1: QP=False / MoS_FV -42.59 is the known REIT net-income-EPV miscalibration and does NOT veto the confirmed read; the -10 val_adj is report-only (true read ~97). STAGED to 0.5x base (S -> S, ~9.6% of book) as first- discipline into a dense catalyst window (FOMC 07-30, MAS <=07-31, C38U 1H results 08-03; overlay 'stage adds between rate events'); ~S retained for post-event adds. Buy-stop @ 2.50 is self-limiting (fills only on strength through 2.50, won't fill on weakness into the rate events). base = the standalone book's own S seed (learnings ' own seed cash'), not the SG config default. L8: executes at the 2026-07-24 open; reprice if the open gaps >~1.5%. 12wk 2.63 exceeds DCF anchor 1.53 (REIT DCF known low-confidence per SGR-1). f=0.30 for 1wk (L5, calib_1w null). |\n\n_Track record: 0 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-23T00:00:00.000Z",
      "tags": [
        "sgreit",
        "sg",
        "eod"
      ]
    },
    {
      "id": "sgreit-2026-07-22",
      "url": "https://www.algo2alpha.com/p/sgreit/2026-07-22/",
      "title": "SG REITs — 2026-07-22",
      "summary": "NO ACTION",
      "content_text": "## SGREIT End-of-Day Verdict — 2026-07-22\n\nNO ACTION\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| C38U | CapitaLand Integrated Comm Tr | 2.47 | NO ACTION | 2.47 | 2.44 | n/a | 2.55 (+3.2%) | 2.61 (+5.7%) | CapitaLand Integrated Comm Tr finally prints a bullish signal - a conviction-78 buy with a constructive 12-week view of 2.61 against a 2.47 close - and it is still not one we act on. The setup is a failed-breakdown reversal, the least reliable family we track, and this exact name has round-tripped from high conviction to zero inside a single session twice in eleven sessions, so a lone print earns no benefit of the doubt. Even after adjusting to 68 (clearing the 65 floor), the intrinsic-value screen fails outright and hard-blocks a new position. We decline and wait for confirmation. Operational: adj = 78 val_adj -10 (MoS_FV -42.59) bias 0 = 68 >= floor, but QUALITY GATE QP False (F-Score/FCF screen failed) hard-blocks the new entry; SGR-3 single-print rule and L1 chase-family discount independently hold. RSI 65.9 not extended, entry=close 2.47, distATR ~0. Re-arm: a confirming 2nd bullish print at conv >=65 within 3 sessions, after which QP False (SGR-1, treated non-informative but hard-applied) is the sole blocker. Horizon: 1H FY2026 results 2026-08-03. |\n| BUOU | Frasers L&C Trust | 0.98 | NO ACTION | 0.98 | 0.94 | n/a | 1.07 (+9.2%) | 0.95 (-3.1%) | Frasers L&C Trust flips in a single session from the book's highest-conviction bearish read (avoid, 68) to a bullish anticipation print at conviction 72 - precisely the unstable one-day pivot our anticipate rule is built to filter. It is only one anticipation print in the last three sessions where we require two, its own 12-week view is negative at 0.95 against a 0.975 close, and after the valuation penalty it adjusts to 62, below the 65 floor. No position. Operational: anticipate slot INELIGIBLE (1-of-3, need >=2); SGR-2 negative 12wk demote; val_adj -10 (MoS_FV -6.07) -> adj 62 < floor. QP True (would clear the gate on a qualifying print). Re-arm: a 2nd ANTICIPATE/BUY print within 3 sessions at conv >=55 AND a non-negative 12wk, queued then as a GTC buy-stop at the then-current Entry_Price, 0.5x size. Horizon: SG June CPI 07-23, FOMC 07-30, MAS <=07-31. |\n| — | AI SG REITs book | — | NO ACTION | — | — | n/a | n/a | n/a | No action for a 16th straight session - the book stays fully in cash at SGD 2,000,000. Nothing to sell (no positions) and nothing clears the bar to buy: the sleeve turned choppy today and produced its first bullish flicker of the fortnight, but neither name qualifies. CapitaLand Integrated flipped to a conviction-78 buy that adjusts above the floor yet is hard-blocked by the intrinsic-value quality gate and is an unconfirmed single print on the least reliable setup family; Frasers L&C flipped to a bullish anticipation that is only one print of the required two and carries a negative 12-week view. With all eight names reporting inside eight sessions plus FOMC 07-30 and an MAS policy statement by 07-31, waiting for confirmation between events is the event-consistent posture. Operational: buy pool = 1 BUY blocked (C38U), 1 ANTICIPATE ineligible (BUOU 1-of-3), 4 AVOID, 2 NO TRADE; anticipate slot not filled. Fairvalue FRESH (07-17, 5d, no regen). Overlay WEEK 07-05, 17d stale. Scorecard entries=23 graded=0 calib_1w=None -> f=0.30 (L5), no actionable cells; counterfactuals n=12, median withheld 1wk +0.42%, verdict saved. |\n\n_Track record: 0 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-22T00:00:00.000Z",
      "tags": [
        "sgreit",
        "sg",
        "eod"
      ]
    },
    {
      "id": "sgreit-2026-07-21",
      "url": "https://www.algo2alpha.com/p/sgreit/2026-07-21/",
      "title": "SG REITs — 2026-07-21",
      "summary": "NO ACTION",
      "content_text": "## SGREIT End-of-Day Verdict — 2026-07-21\n\nNO ACTION\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| C38U | CapitaLand Integrated Comm Tr | 2.45 | NO ACTION | — | — | n/a | n/a | 2.58 | The book's best candidate of the fortnight stays dead. CapitaLand Integrated Comm Tr prints no-trade at zero conviction for a second consecutive session on consensus conflict, with the price unmoved at 2.45; the 12-week view is still constructive at 2.58 but there is no signal to act on. We decline again - and the original decline is now vindicated rather than merely asserted: Friday's conviction-78 anticipation print evaporated inside one session, the second time in ten sessions this name has done exactly that. Operational: anticipate-slot eligibility 0-of-3; NoTrade_Reason 'Consensus conflict + low conviction'; the hard quality gate (QP False, MoS_FV -42.59) stands as the second blocker, treated as non-informative per SGR-1 but still hard-applied. Re-arm unchanged: >=2 ANTICIPATE/BUY prints within 3 sessions at conv >=55, after which the gate is the sole blocker. Horizon: 1H FY2026 results 2026-08-03. |\n| J69U | FRASERS CPT TR | 2.27 | NO ACTION | 2.27 | 2.26 | n/a | 2.33 (+2.6%) | 2.17 (-4.4%) | Frasers Centrepoint's tentative recovery has already stalled. The watch-grade signal fades from conviction on the least reliable setup family we track - a failed-breakdown reversal - while the 12-week view stays negative (2.17 against a 2.27 close) and the model's own stop sits a single cent below its entry, leaving no room to be wrong. No case to initiate, and the trust reports its 3Q business update on 07-24, an event to see through rather than buy into. Operational: adj 44 (val NA -> val_adj 0, gate off, bias 0) is far below the 65 floor; WATCH is not a bullish actionable label; L1-discounted family; SGR-2 demotes independently on the negative 12wk; stop distance 0.36x ATR. Re-arm: non-negative 12wk plus a confirming BUY print from a non-FailedBreakdown family clearing conv 65. Ledgered direction=none optional (ref entry 2.27) to grade the decline. |\n| — | AI SG REITs book | — | NO ACTION | — | — | n/a | n/a | n/a | No action for a 15th straight session - the book stays fully in cash at SGD 2,000,000. There is nothing to sell (no positions) and nothing worth buying: not one of the eight REITs prints a bullish actionable signal, and both watch-grade names weakened again today (Frasers Centrepoint, Mapletree PanAsia. What did strengthen is the bearish side - the avoid-rated names firmed materially (Frasers L&C, Mapletree Industrial, CapitaLand Ascendas even as their prices ticked up, which reads as distribution into strength rather than a base forming. With all eight names reporting inside the next nine sessions plus an FOMC on 07-30 and an MAS policy statement on or before 07-31, staying out is also the event-consistent posture. Operational: buy pool empty (2 x WATCH, 5 x AVOID, 1 x NO TRADE); anticipate slot not filled (no ANTICIPATE row, C38U 0-of-3). Fairvalue FRESH (FetchedAt 07-17, 4d, no regeneration). Overlay WEEK 07-05, 16d stale. Scorecard entries=23 graded=0 calib_1w=None -> f=0.30 (L5), no actionable cells; counterfactuals n=12 optional declines, median withheld 1wk +0.42%, verdict saved. This run also backfilled the missing 2026-07-20 ledger line and refreshed _state.json, which the prior run left at the 07-17 anchor. |\n\n_Track record: 0 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-21T00:00:00.000Z",
      "tags": [
        "sgreit",
        "sg",
        "eod"
      ]
    },
    {
      "id": "sgreit-2026-07-17",
      "url": "https://www.algo2alpha.com/p/sgreit/2026-07-17/",
      "title": "SG REITs — 2026-07-17",
      "summary": "NO ACTION",
      "content_text": "## SGREIT End-of-Day Verdict — 2026-07-17\n\nNO ACTION\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| C38U | CapitaLand Integrated Comm Tr | 2.45 | BUY-STOP | 2.48 | 2.36 | 2.56 (+3.2%) | 2.74 (+10.5%) | 2.61 (+5.2%) | CapitaLand Integrated Comm Tr re-armed hard today, printing its strongest signal of the window - a BUY - ANTICIPATE at conviction 78 on a volatility-contraction setup (Trend 85, Regime Transitional), with a positive 12-week view (2.61 vs 2.47 close) and an entry that is not extended. It is the first candidate this book has seen whose fused conviction clears the 65 floor (adj 68 = 78 raw - 10 valuation), but we are standing aside: the anticipation slot demands the pattern print in at least 2 of the last 3 sessions and this is only (WATCH 53 -> NO TRADE 0 -> ANTICIPATE 78), and the identical one-off ANTICIPATE on 07-10 decayed to AVOID within two sessions - exactly the whipsaw the rule filters. The valuation screen also fails it outright (MoS_FV -42.59, Quality_Pass False), though that reading is a known REIT miscalibration rather than a real verdict on the trust. Operational: not an ACQUIRE-pool label by definition (Step 5), so adj 68 cannot claim an acquire slot; hard quality gate blocks new entries independently; PROPOSED PR-6/PR-7 inert, not applied. Re-arm: a 2nd BUY - ANTICIPATE or outright BUY print within 2 sessions at conv >= 55 satisfies >=2-of-3, leaving the quality gate as the sole blocker (needs Quality_Pass=True or a REIT-aware FFO/DPU gate fix); would then queue as a GTC buy-stop @ 2.48 at 0.5x size (MoS_FV <= -3). Ledgered direction=none optional (ref entry 2.48) to grade the decline. Fairvalue regenerated this run (was 8d stale); 1wk uses f=0.30 (L5, calib_1w degenerate). 12wk 2.61 exceeds DCF anchor 1.53 - projection assumes growth beyond priced-in. |\n| N2IU | Mapletree PanAsia Com Tr | 1.35 | NO ACTION | 1.34 | 1.33 | 1.35 (+0.7%) | 1.38 (+3.0%) | 1.35 (+0.7%) | Mapletree PanAsia partially recovered from yesterday's dead NO TRADE print back to a WATCH at conviction 63, but the bounce comes on the least reliable setup family we track (a failed-breakdown reversal, which this book's playbook discounts on principle) and the risk geometry is unworkable: the model's own entry (1.34) sits a single cent above its stop (1.33), leaving no room to be wrong, with momentum already extended (RSI 68.1) and a near-flat 12-week view (1.35 vs 1.34). Declining a fourth straight session. Operational: adj conv 53 (63 raw + val_adj -10, MoS_FV -9.99) fails the 65 floor; WATCH is not a bullish actionable label regardless; stop distance 0.45x ATR; quality-gated (QP False, new entry). Week trail: STRONG BUY 81 (07-14) -> BUY 62 (07-15) -> NO TRADE 0 (07-16) -> WATCH 63 (07-17) - a weaker case than the one declined all week. Re-arm on the L1-favored PullbackBuy_VWAP family clearing conv 65 with a real stop, PLUS Quality_Pass=True (or a REIT-aware gate fix) OR a non-negative 12wk. Ledgered direction=none optional (ref entry 1.34) to continue grading the decline. |\n| — | AI SG REITs book | — | NO ACTION | — | — | n/a | n/a | n/a | No action for a 13th straight session - the book stays fully in cash at SGD 2,000,000. There is nothing to sell (no positions) and nothing clears the bar to buy: the only bullish signal in the book, CapitaLand Integrated Comm Tr, is a first-print anticipation setup that our rules require to repeat before we act on it, and it fails the valuation screen besides. Every other REIT prints avoid, watch, or no-trade. Waiting costs nothing here and the discipline is grading well - declines have saved a median +0.83% over one week across 10 samples. Operational: buy pool empty of actionable labels; C38U adj 68 clears the 65 floor but fails >=2-of-3 anticipate eligibility + hard quality gate (QP False); N2IU adj 53 below floor on an L1-discounted family with a 1-cent stop. Fairvalue regenerated this run (was 8d stale, FetchedAt 07-17) - no structural change. Overlay 12d stale; scorecard graded=0, calib_1w degenerate -> f=0.30. Next BOD re-evaluates against the Mon 2026-07-20 open. |\n\n_Track record: 0 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-17T00:00:00.000Z",
      "tags": [
        "sgreit",
        "sg",
        "eod"
      ]
    },
    {
      "id": "sgreit-2026-07-16",
      "url": "https://www.algo2alpha.com/p/sgreit/2026-07-16/",
      "title": "SG REITs — 2026-07-16",
      "summary": "NO ACTION",
      "content_text": "## SGREIT End-of-Day Verdict — 2026-07-16\n\nNO ACTION\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| N2IU | Mapletree PanAsia Com Tr | 1.33 | NO ACTION | 1.33 | — | n/a | n/a | 1.33 (+0.0%) | Week-long decline completes its third tier: STRONG BUY conv 81 (07-14, PullbackBuy_VWAP) -> BUY conv 62 (07-15, BreakoutUp_20D) -> NO TRADE conv 0 (07-16, Conflicted consensus, 'Consensus conflict + low conviction'). No entry/stop/target printed; no longer a bullish actionable row so the buy pool is now empty outright. RSI 64.99, T12 1.33 flat vs close 1.33. The no-chase/gate discipline that declined this name for a week is fully vindicated - the setup faded to nothing rather than following through. Ledgered direction=none optional (ref close 1.33) to continue grading the decline. Re-arm on a return to L1-favored PullbackBuy_VWAP clearing conv 65, PLUS Quality_Pass=True (or a REIT-aware gate fix) OR a non-negative 12wk. |\n| — | AI SG REITs book | — | NO ACTION | — | — | n/a | n/a | n/a | 12th idle session since ADR-0014 inception. CASH-only book (all REIT) so no disposals; the buy pool is now empty outright - the sole week-long candidate N2IU has degraded a third tier to NO TRADE conv 0, and every other row prints AVOID/NO TRADE/WATCH (no bullish actionable label anywhere). SGD 2,000,000 seed retained in full; next BOD re-evaluates against the Fri 2026-07-17 open. |\n\n_Track record: 0 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-16T00:00:00.000Z",
      "tags": [
        "sgreit",
        "sg",
        "eod"
      ]
    },
    {
      "id": "sgreit-2026-07-15",
      "url": "https://www.algo2alpha.com/p/sgreit/2026-07-15/",
      "title": "SG REITs — 2026-07-15",
      "summary": "NO ACTION",
      "content_text": "## SGREIT End-of-Day Verdict — 2026-07-15\n\nNO ACTION\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| N2IU | Mapletree PanAsia Com Tr | 1.34 | NO ACTION | 1.33 | 1.26 | 1.34 (+0.8%) | 1.48 (+11.3%) | 1.33 (+0.0%) | Degraded from yesterday's strongest-ever STRONG BUY (conv 81, PullbackBuy_VWAP, adj 71). Today prints BUY conv 62 on BreakoutUp_20D - a breakout-chase family L1 discounts - at RSI 71.46 (extended), close 1.34 vs entry 1.33 (dATR -0.43, past entry). Fusion: adj conv 52 (raw 62 + val_adj -10 from EPV MoS_FV -9.66) FAILS the 65 floor outright, so the name is rejected on fused conviction alone before the hard quality gate (Quality_Pass=False, F-Score 5, new entry) or the flat/neg 12wk (Target_12Week 1.33 vs Close 1.34) even bind. Counterfactual note: the 07-14 decline (STRONG BUY @1.32) is +1.5% today (1.34) so declining cost ~1.5% 1-day upside so far, but the setup degraded to below-floor, vindicating the no-chase/gate discipline. Ledgered direction=none optional to grade the decline. Re-arm on Quality_Pass=True (or a REIT-aware gate fix) OR a non-negative 12wk, PLUS a return to L1-favored PullbackBuy_VWAP clearing conv 65 (not a breakout-chase). |\n| — | AI SG REITs book | — | NO ACTION | — | — | n/a | n/a | n/a | 11th idle session since ADR-0014 inception. CASH-only book (all REIT) so no disposals; the sole BUY (N2IU) degraded from yesterday's STRONG BUY 81 to BreakoutUp_20D conv 62 -> adj 52 below the 65 floor, still quality-gate-blocked (QP False) and flat-12wk. SGD 2,000,000 seed retained in full; next BOD re-evaluates against the Thu 2026-07-16 open. |\n\n_Track record: 0 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-15T00:00:00.000Z",
      "tags": [
        "sgreit",
        "sg",
        "eod"
      ]
    },
    {
      "id": "sgreit-2026-07-14",
      "url": "https://www.algo2alpha.com/p/sgreit/2026-07-14/",
      "title": "SG REITs — 2026-07-14",
      "summary": "NO ACTION",
      "content_text": "## SGREIT End-of-Day Verdict — 2026-07-14\n\nNO ACTION\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| N2IU | Mapletree PanAsia Com Tr | 1.32 | NO ACTION | 1.30 | 1.27 | 1.32 (+1.5%) | 1.37 (+5.4%) | 1.29 (-0.8%) | Strongest buy this book has produced - first STRONG BUY, first L1-favored PullbackBuy_VWAP, record raw conv 81 Buy_Rank 1, action a pullback limit at 1.30 below close 1.32 (not a chase; dATR -0.94, RSI 65). Adj conv 71 (raw 81 + val_adj -10 from EPV MoS_FV -9.66) clears the 65 floor. Declined on two independent ACTIVE-block-faithful grounds: (1) HARD quality gate - Quality_Pass=False (F-Score 5; the -calibrated F-Score/FCF screen fails on this distribution-paying REIT) blocks new entries and N2IU is a new entry; PR-6 neutralizing the known-broken REIT gate is PROPOSED/inert, not applied; (2) negative model 12wk - Target_12Week 1.29 < Close 1.32 (~-2.3%), a pop-to-1.37-then-fade projection, the book's consistent rejection basis. Path WATCH 47 -> WATCH 37 -> STRONG BUY 81 = a one-print jump, not 3 consecutive PullbackBuy clears. 07-14 CPI de-risk gate reinforces holding. Ledgered direction=none optional to grade the decline. Re-arm on Quality_Pass=True (or a REIT-aware gate fix) OR a non-negative 12wk view, plus a confirming 2nd PullbackBuy_VWAP print clearing conv 65. |\n| — | AI SG REITs book | — | NO ACTION | — | — | n/a | n/a | n/a | 10th idle session since ADR-0014 inception. CASH-only book (all REIT) so no disposals; the sole STRONG BUY (N2IU, adj conv 71) is quality-gate-blocked as a new entry (Quality_Pass=False) and carries a negative model 12wk (1.29 vs 1.32). SGD 2,000,000 seed retained in full; next BOD re-evaluates against the Wed 2026-07-15 open. |\n\n_Track record: 0 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-14T00:00:00.000Z",
      "tags": [
        "sgreit",
        "sg",
        "eod"
      ]
    },
    {
      "id": "sgreit-2026-07-13",
      "url": "https://www.algo2alpha.com/p/sgreit/2026-07-13/",
      "title": "SG REITs — 2026-07-13",
      "summary": "NO ACTION",
      "content_text": "## SGREIT End-of-Day Verdict — 2026-07-13\n\nNO ACTION\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| HMN | CapitaLand Ascott Trust | 0.91 | NO ACTION | 0.91 | 0.90 | 0.92 (+1.1%) | 0.93 (+2.2%) | 0.88 (-3.3%) | Sole floor-clearing buy this session (adj conv 67 = raw 71 + val_adj -4; FAIR_VALUE MoS -0.76, Quality_Pass True so gate off) but declined on the same grounds as the 07-10 M44U rejection: negative model 12wk (Target_12Week 0.88 < Close 0.91, ~-3.3%), L1-disfavored FailedBreakdown_Up_20D weak-chase family (not PullbackBuy), a single fresh BUY print (WATCH 44/51/63 -> BUY 71, low stability), marginal geometry (stop -1.1%, 4wk +2.2%, 12wk gives it back), and the 07-14 CPI de-risk gate 1 session out. Ledgered direction=none optional to grade the decline. Re-arm on a non-negative 12wk view plus a confirming 2nd BUY print or a shift out of the FailedBreakdown family. |\n| — | AI SG REITs book | — | NO ACTION | — | — | n/a | n/a | n/a | 9th idle session since ADR-0014 inception. CASH-only book (all REIT) so no disposals; the sole bullish buy (HMN) demoted on negative 12wk + L1 + single-print + CPI de-risk gate. SGD 2,000,000 seed retained in full; next BOD re-evaluates against the Tue 2026-07-14 open. |\n\n_Track record: 0 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-13T00:00:00.000Z",
      "tags": [
        "sgreit",
        "sg",
        "eod"
      ]
    },
    {
      "id": "sgreit-2026-07-10",
      "url": "https://www.algo2alpha.com/p/sgreit/2026-07-10/",
      "title": "SG REITs — 2026-07-10",
      "summary": "NO ACTION",
      "content_text": "## SGREIT End-of-Day Verdict — 2026-07-10\n\nNO ACTION\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| M44U | Mapletree Logistics Trust | 1.23 | NO ACTION | 1.23 | 1.22 | 1.24 (+0.8%) | 1.27 (+3.3%) | 1.22 (-0.8%) | First buy candidate in this book to CLEAR the 65 floor: BUY / FailedBreakdown_Up_20D, raw conv 70, Buy_Rank 1, fairvalue NA (negative EPV/sh) so quality gate OFF and val_adj 0 -> adj 70, and not extended (dATR -0.0, RSI 59.6, price above full EMA stack, conv building ->. Declined anyway on three ranking-layer grounds: (1) NEGATIVE 12wk forward view - Target_12Week 1.22 < close 1.23 and equal to the stop (stuck 1.20-1.22 all week); buying into a projected-down horizon contradicts return-max, the standing rejection basis since 07-03/06/09. (2) L1 - FailedBreakdown_Up_20D is the disfavored weak-chase family (~0.25 hit, ~60% stop-first). (3) Overlay de-risk bias into 07-14 CPI (4 sessions). Degenerate risk geometry (stop 1.22 one tick below entry 1.23, ~0.5 ATR; 4wk 1.27 +3.3% but 12wk gives it back). Re-arm on a non-negative 12wk (Target_12Week >= Close) plus a confirming 2nd BUY print or a shift out of FailedBreakdown. Ledgered direction=none optional to grade whether declining a floor-clearing name was right. 1wk f=0.30. |\n| — | AI SG REITs book | — | NO ACTION | — | — | n/a | n/a | n/a | NO ACTION at the settled Fri 2026-07-10 close (8th idle session since ADR-0014 inception). DISPOSE: none - CASH-only book (SGD 2,000,000); scan prints Held N on all rows (no holdings, no exit candidates). ACQUIRE: none - the sole floor-clearing bullish row M44U (BUY / FailedBreakdown_Up_20D, conv 70, BR1, fairvalue NA so gate off -> adj 70) was demoted in ranking on a negative 12wk view (1.22 vs close 1.23, at the stop), the L1 weak-chase family, and the 07-14 CPI de-risk gate (4 sessions). C38U printed BUY-ANTICIPATE but only 1-of-3 (slot needs >=2) and is quality-gated; N2IU faded to WATCH 47. retained in full. Fairvalue fresh (FetchedAt 07-09); REIT EPV known-miscalibrated (6th consecutive systemic finding; M44U added an NA-abstain failure mode). Overlay fresh (07-05): de-risk bias into 07-14 CPI. Scorecard 0 graded (f=0.30); counterfactual optional declines saved +0.42% 1wk median (n=5). |\n\n_Track record: 0 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-10T00:00:00.000Z",
      "tags": [
        "sgreit",
        "sg",
        "eod"
      ]
    },
    {
      "id": "sgreit-2026-07-09",
      "url": "https://www.algo2alpha.com/p/sgreit/2026-07-09/",
      "title": "SG REITs — 2026-07-09",
      "summary": "NO ACTION",
      "content_text": "## SGREIT End-of-Day Verdict — 2026-07-09\n\nNO ACTION\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| N2IU | Mapletree PanAsia Com Tr | 1.30 | NO ACTION | 1.29 | 1.27 | 1.31 (+1.6%) | 1.37 (+6.2%) | 1.25 (-3.1%) | Declined the sole buy candidate. N2IU re-emerged as a second PullbackBuy_VWAP print (L1-favored cell, Buy_Rank 1) but weaker than the 07-06 STRONG BUY (conv 61 vs 72) and still fails fusion: quality gate FAIL (Quality_Pass=False hard-blocks a new entry), val_adj -10 (MoS_FV -9.66 GROWTH_PRICED_IN, REIT-miscalibrated) -> adj 51 < 65 floor, and a negative 12wk view (Target_12Week 1.25 vs close 1.30, -3.8%). The 07-06 re-arm trigger (2nd PullbackBuy + non-negative 12wk) is only half-met - the 12wk is still negative. Even neutralizing the gate/val_adj, raw 61 < 65. Overlay de-risk bias into 07-14 CPI (5 sessions). Re-arm on a third PullbackBuy clearing conv 65 with a non-negative 12wk. Ledgered optional to grade the decline (07-06 decline already grades saved, +0.42% 1wk withheld). |\n| — | AI SG REITs book | — | NO ACTION | — | — | n/a | n/a | n/a | NO ACTION at the settled Thu 2026-07-09 close (7th idle session since ADR-0014 inception). DISPOSE: none - CASH-only book (SGD 2,000,000); scan prints Held N on all rows (no holdings, no exit candidates). ACQUIRE: none - sole bullish row N2IU (BUY / PullbackBuy_VWAP, conv 61, BR1) fails the hard quality gate (Quality_Pass=False), the adj-conviction 65 floor (val_adj -, and carries a negative 12wk (1.25 vs 1.30, -3.8%); even neutralized raw 61 < 65. C38U flipped to AVOID/MeanRevDown_UpperBand. retained in full. Fairvalue regenerated (was 8d stale); REIT EPV known-miscalibrated (5th consecutive systemic finding). Overlay fresh (07-05): de-risk bias into 07-14 CPI (5 sessions). Scorecard 0 graded (f=0.30); counterfactual optional declines saved +0.42% 1wk median (n=4). |\n\n_Track record: 0 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-09T00:00:00.000Z",
      "tags": [
        "sgreit",
        "sg",
        "eod"
      ]
    },
    {
      "id": "sgreit-2026-07-08",
      "url": "https://www.algo2alpha.com/p/sgreit/2026-07-08/",
      "title": "SG REITs — 2026-07-08",
      "summary": "NO ACTION",
      "content_text": "## SGREIT End-of-Day Verdict — 2026-07-08\n\nNO ACTION\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| — | AI · SG REITs book | — | NO ACTION | — | — | n/a | n/a | n/a | NO ACTION at the settled Wed 2026-07-08 close (6th idle session since ADR-0014 inception). DISPOSE: none - CASH-only book (SGD 2,000,000); scan prints Held N on all rows (no holdings, no exit candidates). ACQUIRE: none - buy pool EMPTY this session: no row printed STRONG BUY/BUY/ADD/ANTICIPATE. Prior near-miss C38U degraded from BUY conv 73 BR1 (07-07) to WATCH conv 44 (07-08); N2IU at WATCH conv 36 - both faded. retained in full. Overlay fresh (07-05): 07-08 FOMC minutes today (no new leverage into the print). Scorecard 0 graded (f=0.30). REIT EPV valuation known-miscalibrated (book note B / systemic 4th EOD). |\n\n_Track record: 0 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-08T00:00:00.000Z",
      "tags": [
        "sgreit",
        "sg",
        "eod"
      ]
    },
    {
      "id": "sgreit-2026-07-07",
      "url": "https://www.algo2alpha.com/p/sgreit/2026-07-07/",
      "title": "SG REITs — 2026-07-07",
      "summary": "NO ACTION",
      "content_text": "## SGREIT End-of-Day Verdict — 2026-07-07\n\nNO ACTION\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| — | AI · SG REITs book | — | NO ACTION | — | — | n/a | n/a | n/a | NO ACTION at the settled Tue 2026-07-07 close (5th idle session since ADR-0014 inception). DISPOSE: none - CASH-only book (SGD 2,000,000); scan prints Held N on all rows (no holdings, no exit candidates). ACQUIRE: none - the sole bullish row C38U (BUY / FailedBreakdown_Up_20D, conv 73, BR1) fails the hard quality gate (Quality_Pass=False), the adj-conviction 65 floor (val_adj -, and is an L1 weak-chase family. N2IU degraded STRONG BUY 72 -> WATCH 46 (re-arm never fired). retained in full. Overlay fresh (07-05): no new leverage into 07-08 FOMC minutes. Scorecard 0 graded (f=0.30). REIT EPV valuation known-miscalibrated (book note B / systemic 3rd EOD). |\n\n_Track record: 0 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-07T00:00:00.000Z",
      "tags": [
        "sgreit",
        "sg",
        "eod"
      ]
    },
    {
      "id": "sgreit-2026-07-06",
      "url": "https://www.algo2alpha.com/p/sgreit/2026-07-06/",
      "title": "SG REITs — 2026-07-06",
      "summary": "NO ACTION",
      "content_text": "## SGREIT End-of-Day Verdict — 2026-07-06\n\nNO ACTION\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| — | AI · SG REITs book | — | NO ACTION | — | — | n/a | n/a | n/a | NO ACTION at the settled Mon 2026-07-06 close (4th idle session since ADR-0014 inception). DISPOSE: none - CASH-only book (SGD 150,000); scan now prints Held N on all rows (mirror-era phantoms cleared). ACQUIRE: none - the sole bullish row N2IU (STRONG BUY / PullbackBuy_VWAP, conv 72, BR1) fails the hard quality gate (Quality_Pass=False), the adj-conviction 65 floor (val_adj -, and carries a negative 12wk view (1.22 vs 1.30, -6%). retained in full. Overlay fresh (07-05): no new leverage into 07-08 FOMC minutes. Scorecard 0 graded (f=0.30). REIT EPV valuation known-miscalibrated (book note B). |\n\n_Track record: 0 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-06T00:00:00.000Z",
      "tags": [
        "sgreit",
        "sg",
        "eod"
      ]
    },
    {
      "id": "sgreit-2026-07-03",
      "url": "https://www.algo2alpha.com/p/sgreit/2026-07-03/",
      "title": "SG REITs — 2026-07-03",
      "summary": "NO ACTION",
      "content_text": "## SGREIT End-of-Day Verdict — 2026-07-03\n\nNO ACTION\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| — | AI · SG REITs book | — | NO ACTION | — | — | n/a | n/a | n/a | Fresh-book (ADR-0014) inception NO ACTION at the settled Fri 2026-07-03 close. DISPOSE: none - book holds only CASH SGD 150,000; all SELL-REDUCE/AVOID rows in the scan are mirror-era phantom holdings. ACQUIRE: none - the two bullish rows (C38U conv 73, M44U conv 62) both fail the hard quality gate (Quality_Pass=False) and the adj-conviction 65 floor. retained in full. Overlay stale (28d), scorecard none (f=0.30), REIT EPV valuation known-miscalibrated (book note B). |\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-03T00:00:00.000Z",
      "tags": [
        "sgreit",
        "sg",
        "eod"
      ]
    },
    {
      "id": "sgreit-2026-07-02",
      "url": "https://www.algo2alpha.com/p/sgreit/2026-07-02/",
      "title": "SG REITs — 2026-07-02",
      "summary": "3 DISPOSE (ME8U -60% 71000 -> keep 47279; J69U -50% 14000 -> keep 14000; A17U 100% 400 -> keep 0) all shared/sg-governed, execute ONCE via combined pool; frees ~S gross. HMN sell re-matured but bargain-braked -> near-miss. ACQUIRE/ADD/ADD-NEW/PROFIT-TAKE all NO ACTION. S sub- dry.",
      "content_text": "## SGREIT End-of-Day Verdict — 2026-07-02\n\n3 DISPOSE (ME8U -60% 71000 -> keep 47279; J69U -50% 14000 -> keep 14000; A17U 100% 400 -> keep 0) all shared/sg-governed, execute ONCE via combined pool; frees ~S gross. HMN sell re-matured but bargain-braked -> near-miss. ACQUIRE/ADD/ADD-NEW/PROFIT-TAKE all NO ACTION. S sub- dry.\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| ME8U | Mapletree Industrial Trust | 1.92 | REDUCE 60% | 1.92 | 1.92 | n/a | n/a | n/a | — |\n| J69U | Frasers Cpt Tr | 2.22 | REDUCE 50% | 2.22 | 2.26 | n/a | n/a | n/a | — |\n| A17U | CapitaLand Ascendas REIT | 2.48 | EXIT 100% cleanup | 2.48 | 2.48 | n/a | n/a | n/a | — |\n| HMN | CapAsc Staple | 0.90 | NEAR-MISS/WATCH | 0.90 | 0.90 | n/a | n/a | n/a | — |\n| C38U | CapLand Integrated Comm Tr | 2.39 | — | — | 2.36 | n/a | n/a | n/a | — |\n| BUOU | Frasers L&C | 0.95 | HOLD | 0.95 | 0.95 | n/a | n/a | n/a | — |\n| N2IU | Mapletree PanAsia | 1.28 | HOLD | 1.28 | 1.27 | n/a | n/a | n/a | — |\n\n_Track record: 20 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-02T00:00:00.000Z",
      "tags": [
        "sgreit",
        "sg",
        "eod"
      ]
    },
    {
      "id": "sgreit-2026-07-01",
      "url": "https://www.algo2alpha.com/p/sgreit/2026-07-01/",
      "title": "SG REITs — 2026-07-01",
      "summary": "1 DISPOSE (ME8U -60% 71000, sg-governed, execute once) frees ~S combined; HMN downgraded exit->WATCH; ADD/ADD-NEW/PROFIT-TAKE all NO ACTION. S sub- dry.",
      "content_text": "## SGREIT End-of-Day Verdict — 2026-07-01\n\n1 DISPOSE (ME8U -60% 71000, sg-governed, execute once) frees ~S combined; HMN downgraded exit->WATCH; ADD/ADD-NEW/PROFIT-TAKE all NO ACTION. S sub- dry.\n\n| Ticker | Name | Close | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|---|\n| ME8U | Mapletree Industrial Trust | 1.92 | REDUCE 60% | 1.92 | 1.92 | 1.90 (-1.0%) | n/a | 1.77 (-7.8%) | — |\n| HMN | CapAsc Staple | 0.90 | WATCH | 0.89 | 0.90 | 0.88 (-0.2%) | 0.88 (-0.6%) | 0.82 (-7.3%) | — |\n| BUOU | Frasers L&C | 0.95 | HOLD/WATCH | 0.95 | 0.95 | n/a | n/a | 0.93 (-2.6%) | — |\n| N2IU | Mapletree PanAsia | 1.28 | HOLD | 1.28 | 1.27 | n/a | 1.33 (+3.9%) | 1.19 (-7.0%) | — |\n\n_Track record: 20 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-07-01T00:00:00.000Z",
      "tags": [
        "sgreit",
        "sg",
        "eod"
      ]
    },
    {
      "id": "sgreit-2026-06-30",
      "url": "https://www.algo2alpha.com/p/sgreit/2026-06-30/",
      "title": "SG REITs — 2026-06-30",
      "summary": "1 DISPOSE ME8U -60% (shared/sg-governed) + optional HMN cleanup (1,300); BUOU watch; ADD/ADD-NEW/PROFIT-TAKE all NO ACTION. S dry.",
      "content_text": "## SGREIT End-of-Day Verdict — 2026-06-30\n\n1 DISPOSE ME8U -60% (shared/sg-governed) + optional HMN cleanup (1,300); BUOU watch; ADD/ADD-NEW/PROFIT-TAKE all NO ACTION. S dry.\n\n| Ticker | Name | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|\n| ME8U | Mapletree Industrial Trust | REDUCE 60% | 1.92 | 1.92 | 1.91 (-0.5%) | n/a | 1.78 (-7.3%) | — |\n| HMN | CapLand Ascott | EXIT 100% optional | 0.89 | 0.91 | 0.88 (-0.6%) | 0.88 (-0.6%) | 0.83 (-6.2%) | — |\n| BUOU | Frasers L&C | WATCH | 0.96 | 0.96 | n/a | n/a | 0.95 (-1.6%) | — |\n| J69U | Frasers Cpt Tr | HOLD | 2.26 | 2.25 | n/a | 2.32 (+2.7%) | 2.18 (-3.5%) | — |\n\n_Track record: 20 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-06-30T00:00:00.000Z",
      "tags": [
        "sgreit",
        "sg",
        "eod"
      ]
    },
    {
      "id": "sgreit-2026-06-25",
      "url": "https://www.algo2alpha.com/p/sgreit/2026-06-25/",
      "title": "SG REITs — 2026-06-25",
      "summary": "1 DISPOSE (J69U trim 50% — cross-book w/ sg, execute once) + NO ACQUIRE (buy pool empty). REITs constructive but unconfirmed; ~SGD82k staged dry for the first REIT that flips bullish.",
      "content_text": "## SGREIT End-of-Day Verdict — 2026-06-25\n\n1 DISPOSE (J69U trim 50% — cross-book w/ sg, execute once) + NO ACQUIRE (buy pool empty). REITs constructive but unconfirmed; ~SGD82k staged dry for the first REIT that flips bullish.\n\n| Ticker | Name | Action | Action Price | Stop | 1wk | 4wk | 12wk | Rationale |\n|---|---|---|---|---|---|---|---|---|\n| J69U | Frasers CT | DISPOSE | 2.29 | 2.27 | n/a | n/a | n/a | — |\n| BUOU | Frasers L&C | HOLD | 0.97 | 0.92 | n/a | n/a | n/a | — |\n| N2IU | Mapletree PanAsia | HOLD | 1.30 | 1.24 | n/a | n/a | n/a | — |\n\n_Track record: 18 graded decisions · 1-week calibration n/a._\n\n> Educational content, not financial advice. Position sizes and account details are omitted; prices shown are model estimates, not guarantees.",
      "date_published": "2026-06-25T00:00:00.000Z",
      "tags": [
        "sgreit",
        "sg",
        "eod"
      ]
    }
  ]
}