🔥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.✨

CONNECT ON LINKEDIN

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

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

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

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

🔭 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.✨

 

👍 CONNECT ON LINKEDIN

 

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

 

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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.✨ 

CONNECT ON LINKEDIN

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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

👉 If you wish to grow your portfolio with these values, pls pm me or reach me at ohlh@phillip.com.sg

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