🔥The 25% Discount to NAV": Stoneweg's CEO on Data Centers, Stapled Structures & European Dominance

Simon and Eric 

Watch out for the video interview with Simon 

1. Youtube channel: https://bit.ly/YTericoh

2. Linkedin Assess 👉https://bit.ly/ConvictionCompass

This wasn't just another CEO interview. It was a masterclass in active asset management. Here’s what I learned:

👉This is a must-watch for any serious investor looking at:

- European real estate exposure

- The logistics & data center megatrend

- Capital allocation mastery

- Turnaround stories with tangible catalysts

 

At Eric Wealth Advisory, we believe values such as Peace of mind, Balance and Success matter even more especially in a digital age where trust and portfolio return take time to build.✨

 

Previous Post with Elena Arabadjieva COO of SERT:https://lnkd.in/ghMN9KMh

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Disclaimers: This is not financial advice or recommendations but for general sharing.

 

If you desire financial advice, pls contact me. Thank you 😇

🔭 Conviction Compass: REIT Deep Dive – Keppel at One Raffles Quay & OUE at Mandarin Gallery

 😇 What an eventful day as we spent our time visiting not 1 but 2 Iconic Reit at One Raffles Quay (Keppel (Fund Management & Investment) Reit) and Mandarin Gallery(OUE REIT) with Ai Lin, Tong Yan Leng, Mary Ng ChuXi Fong.🤝

Click on the picture or link below to assess the details or refer to this link: https://lnkd.in/guBfYJrU

MBS view

SGX Reit Ambassadors Garden Plaza One Raffles Quay

Open Concept

Mary, Chu Xi and team

Financial practitioners asking Mary the investment merit

At Eric Wealth Advisory, we believe values such as Peace of mind, Balance and Success matter even more especially in a digital age where trust and portfolio return take time to build.✨🤝

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Previous Post on SERT with Elena: https://lnkd.in/ghMN9KMh

Disclaimers: This is not financial advice or recommendations but for general sharing.

If you desire financial advice, pls contact me. Thank you.

🔥 EXCLUSIVE PREVIEW: Inside SERT’s Strategic Pivot with Elena: Stay tuned for next edition CEO Simon's insights and leadership

 Lunch with Elena, COO and Head of IR SERT

 

Sometimes, its best to hear directly from the CEO instead of reading countless of annual reports and filings. Here, I help simplify complicated information to bite-sized valuable information for you to assess and decide for yourself. 😇 Stay tuned for the next edition.

Exclusive interview with Simon

At Eric Wealth Advisory, we believe values such as Peace of mind, Balance and Success matter even more especially in a digital age where trust and portfolio return take time to build.✨

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Previous Post on Investify 2025: https://lnkd.in/gEncWuEy

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🔭 Conviction Compass: Investify 2025 Reflections – US Resilience, Active ETFs & Human Capital in the AI Era

Raffles City Convention: Stamford Ball room

😇 Glad to be invited for my second year Investify 2025- Where Wealth Meets Wisdom organised by PhillipCapital where financial practitioners network and meet each year.

Phillip Mascot

 In this newsletter, I shared some of the industry trends, divergent views on US exceptionalism and key takeawys from this event.

Click here to assess the details. Thank you.

 

At Eric Wealth Advisory, we believe values such as Peace of mind, Balance and Success matter even more especially in a digital age where trust and portfolio return take time to build.✨

 

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👉Previous Post on my view on STI outlook in LianHe Zaobao: https://lnkd.in/d8p9yhQ7

 

Disclaimers: This is not financial advice or recommendations but for general sharing.

If you desire financial advice, pls contact me. Thank you

投资者对降息预期升高 海指起1.04％领涨亚太股市: Investors' expectations for an interest rate cut rose, with the STI Index leading the Asia-Pacific stock market with 1.04%

 联合早报 written by Zaobao journalist 罗美琪

Source: Zaobao

Thank you 联合早报, Vicki for the interview for my personal view on the STI and Singapore stock market. SGX Group 

Below are my Chinese and English Translation commentary and personal view of the STI and market

5 Aug 2025 Zaobao: Green are Eric's View

辉立证券金融服务经理胡利辉接受《联合早报》访问时说：“海指在近期至中期会出现盘整。在有更具意义的涨势之前，海指或会试探4000点的支持位。”

English: Eric Oh (Hu Lihui), financial services manager of Phillip Securities, said in an interview with Lianhe Zaobao: The STI Index will consolidate in the near to mid-term. Before there is a more meaningful rise, the index may test the support level of 4000 points.”

他认为，在企业财报发布季期间，投资者可能会采取观望态度，因为关税带来的滞后效应，仍需要时间才能在企业收益中体现。胡利辉也指出，美国对各国实施的关税措施基本已尘埃落定，除非出现重大政策变动，未来关税对市场的影响将逐渐趋于有限。

In his opinion, investors may take a wait-and-see approach during the corporate earnings season, as the lag effect from tariffs still takes time to be reflected in corporate earnings. Eric Oh (Hu Lihui) also pointed out that the tariff measures imposed by the United States on various countries have basically been settled, and unless there are major policy changes, the impact of tariffs on the market will gradually become limited in the future.

For more detail information on article, please refer to : https://bit.ly/5Aug2025_Zaobao

At Eric Wealth Advisory, we believe values such as Peace of mind, Balance and Success matter even more especially in a digital age where trust and portfolio return take time to build.✨ 

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Previous Post on CLCT: https://bit.ly/ericshareCLCT

Disclaimers: This is not financial advice or recommendations but for general sharing. 

If you desire financial advice, pls contact me. Thank you.

CapitaLand China Trust (CLCT): The Unrivalled China Multi-Asset Gateway

 😇 Last month, I was priviledge and honored to meet up with CapitaLand China Trust CEO Gerry Chan and Head of investment relations Nicole Chen CA to know about their company, recent developments and more importantly to share about Gerry leadership style.

Click here to assess: https://bit.ly/ericshareCLCT

👍 Fun fact: Gerry and I studied at NTU.

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At Eric Wealth Advisory, we believe values such as Peace of mind, Balance and Success matter even more especially in a digital age where trust and portfolio return take time to build.

✨ CONNECT ON LINKEDIN

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Disclaimers: This is not financial advice or recommendations but for general sharing. If you desire financial advice, pls contact me. Thank you

STI technical correction?: Analysts: High valuations may curb gains 海指技术性回调 分析师：估值偏高或抑制涨势

 

28 Jul 2025 Eric's Market views and strategies on Zaobao Market Commentary Hardcopy

 28 July 2025 Hardcopy BusinessTimes: Eric's insights and Peter Ong comment

Wow, what are the chances of being featured both in The Business Times (BT) and 联合早报 on the same day on 27July 2025 digital and 28 July 2025 hardcopy for my market view and insights?

 😇 Double power or Double Blessings?

 Perhaps, the Chinese phrase (双喜临门): May good things come in pairs rings True. 👏 👏 😇

 Note the contents shared between BT and 联合早报 are different.

 I am indeed pleasantly surprised and grateful that both my market commentaries and insights on our finance industry are being published by both The Business Times (BT) by Ranamita Chakraborty and 联合早报 SPHMedia written by Zaobao journalist: 萧梓卉.

 😇 I am deeply honored and encouraged to continue to share with the investment community. Thank you for the continued support, likes and referrals. 👍

 👉 BusinessTimes: How Remisiers are transforming and Remisier Development program (RDP) : https://bit.ly/Eric_12

 

👉 联合早报 : For my market commentaries and insights: https://lnkd.in/gtszD9Yx

 

👉 To know how I help investors ignite their portfolio check:https://lnkd.in/gFa9WrQQ

 

At Eric Wealth Advisory, we believe values such as Peace of mind, Balance and Success matter even more especially in a digital age where trust and portfolio return take time to build.

 

✨ CONNECT ON LINKEDIN

 

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🎯 "The Remisier Renaissance: How Advisory 2.0 Wins in Singapore’s Equity Boom" (Insights from my Business Times Feature, 27 July 2025)

 😇 Grateful to share my insights and whats changing in the finance industy on the The Business Times article 27 July 2025: Remisiers reinvent themselves in Singapore’s equity push.

Great sharing to Ranamita Chakraborty and the investing community.

For more details on the Business article published on 27 Jul 2025: click on the Eric Wealth Advisory link below:
https://bit.ly/eric_12_comment

To know how I help investors ignite their portfolio check: https://lnkd.in/gFa9WrQQ

At Eric Wealth Advisory, we believe values such as Peace of mind, Balance and Success matter even more especially in a digital age where trust and portfolio return take time to build.

✨ CONNECT ON LINKEDIN

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🦁Inside the NTT DC REIT IPO: When the Lion Dance Roared for Digital Real Estate- *Your Front-Row Seat to Asia’s Data Center Revolution*

Showcasing NTT DC reit to the world

Toast

Fellow peers

🦁Inside the NTT DC REIT IPO: When the Lion Dance Roared for Digital Real Estate- *Your Front-Row Seat to Asia’s Data Center Revolution*

The drums vibrated through SGX’s atrium as the lion danced past CEO Loh Boon Chye and NTT Dc reit management– a symbolic start to NTT DC REIT’s S$1.03B listing. As SGX’s REIT Ambassador, I witnessed history: the pure-play data center REIT born from a global tech titan.

 

👉Today, I’ll decode what this means for your portfolio – and why being ringside changes everything.  We welcome NTT DC Reit to join the SGX Group. Thank you for being part of the SGX listed firms.👍

 

🎥 Exclusive: IPO Afternoon Snapshots

 

*(Ambassador access unlocks what difficult prospectuses mean to simple to understand terms for inves💡 3 Ambassador-Only Insights

 

(From private chats with NTT)

 

1.Sponsor Skin in the Game = Your Yield Safety Net. NTT retains 25% – far above SGX’s 10% norm

 

2. Significant growth in the global data center market with further headroom for expansion. This provide the future catalysts for future growth.

 

3. Diversified exposure in US, EMEA and APAC worth US $1.57 billion.

 

Refer to my previous post for more details and investment merits of NTT DC Reit IPO: https://bit.ly/ericsharesNTTdc

 

To know how I help investors ignite their portfolio check: https://bit.ly/IgniteYourPortfolio

Connect at ohlh@phillip.com.sg

 

At Eric Wealth Advisory, we believe values such as Peace of mind, Balance and Success matter even more especially in a digital age where trust and portfolio return take time to build.

Disclaimers: This is not financial advice or recommendations but for general sharing. If you desire financial advice, pls contact me. Thank you.

 

 

🌐 Exclusive insights from NTT DC REIT IPO: Your Gateway to Digital infrastructure

 😇 In this article, I shared my insights, investment merits of NTT DC reit IPO, during the exclusive analyst briefing, timeline for the IPO application and the key takeaways for investors.

 

Thank you SGX Group for this special invite. 😇

Yutaka Torigoe, CEO of NTT DC REIT

 Important Timeline:

To assess this content with game changing takeaways: Click here. 

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At Eric Wealth Advisory, we believe values such as Peace of mind, Balance and Success matter even more especially in a digital age where trust and portfolio return take time to build.

 

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Previous Post CLAR and CLAS: https://lnkd.in/gNV785QA

 

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Disclaimers: This is not financial advice or recommendations but for general sharing. If you desire financial advice, pls contact me. Thank you.

 

For details on Disclaimers: https://lnkd.in/grKNS4wB

🏙️ Frontline Insights from SGX REIT Ambassador: CLAR & CLAS Site Visits (5 July 2025)

 What a great and insightful visit to Capitaland Ascendas Reit (CLAR) and Capitaland Ascott Trust (CLAS)! 👍 

Beautiful view at 1 Science Park

Hi at lyf stay

😇 In this article, I shared my exclusive insights, investment merits of both CLAR and CLAS and the guided tour filled with instagram pictures for an immersive, heart warming experience.

👉To access this content and investment merits, pls follow, like and subscribe to:Click Here

Thank you SGX Group, Securities Investors Association (Singapore), REITAS (REIT Association of Singapore) , ShareInvestor Pte Ltd and other stakeholders

At Eric Wealth Advisory, we believe values such as Peace of mind, Balance and Success matter even more especially in a digital age where trust and portfolio return take time to build.

👉 If you wish to grow your portfolio with these values, pls dm me or reach me at https://bit.ly/contactEric or ohlh@phillip.com.sg

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Disclaimers: This is not financial advice or recommendations but for general sharing. If you desire financial advice, pls contact me. Thank you.

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CLAS QnA

CLAR group photo

LianHe ZaoBao Interview:Eric Market Commentary: The local stock market attracts funds to seek safety; the STI Index breaks 4,010 points to a new high

Looking for exposure in Singapore stocks SGX Group for its defensive features in times of market volatility, geo political tensions and Trump tariffs?

 

😇 In this article, I am honored to share my market commentary with Lian He Zao Bao Vicki Loh SPH Media on the drivers for STI breaking and holding 4000 points and notable stocks on 3 July 2025 page 25 physical print.

For english version click here :https://lnkd.in/g9M52TVK

Green Highlight are my views

At Eric Wealth Advisory, we believe values such as Peace of mind, Balance and Success matter even more especially in a digital age where trust and portfolio return take time to build.

👉 If you wish to grow your portfolio with these values, pls dm me or reach me at https://bit.ly/contactEric or ohlh@phillip.com.sg

21 Jun 2025 First Bus to CICT and Suntec as SGX reits Ambassador

 😇 What a meaningful day on Saturday 21 Jun 2025 with the first bus filled with investors organised by SGX Group, SIAS Group ShareInvestor Pte Ltd REITAS (REIT Association of Singapore) keen to explore this interactive session with industry experts, IR and Sgx Reits ambassadors to CICT and Suntec.

I am honored and thankful to be selected as the First Sreits ambassador to share some of my insights on the bus with the investors.

Justin and Siti with SGX

SGX and Reit Ambassadors

MBS view from Capitaspring

Suntec IR shares

With fellow Ambassador

CICT Q&A

CICT IR shares

Moving out

Suntec Group pic after some Q&A

CICT CapitaSpring

SGX Center

👉 👉 👉 For more details, pls click here for my newsletter where I shared the experience on the First Bus on the Reits on the move Initiative as a Sgx reit ambasssador and takeaways : https://lnkd.in/gF8zz6EY

At Eric Wealth Advisory, we believe values such as Peace of mind, Balance and Success matter even more especially in a digital age where trust and portfolio return take time to build.

👉 If you wish to grow your portfolio with these values, pls dm me or reach me at https://bit.ly/contactEric or ohlh@phillip.com.sg

Previous Post on From Planning to implementation: https://lnkd.in/gwvSwJ2M

Disclaimers: This is not financial advice or recommendations but for general sharing. If you desire financial advice, pls contact me. Thank you.