Beyond the Balance Sheet: A Lunch with SERT’s CEO and the 3 Pillars of Modern Capital Allocation

 

Elena Eric Simon

SERT Investment relations Noelle and other practitioners

Just had a fascinating lunch with Simon Garing, CEO of Stoneweg SERT.

We went deep on the 3 questions every REIT investor should be asking right now:
💰 The use of capital in a volatile world.
🚀 Sourcing growth in the data center economy.
🛡️ The role of a rigorous risk model & ESG as a core risk management tool.

The answers reveal a blueprint for disciplined capital allocation. I break down the key insights and what it means for the "Management Moat" in my latest Conviction Compass article.

Read it here: https://bit.ly/ericshareEP36_SERT

At Eric Wealth Advisory:
✅ We decode complex strategies into actionable insights and we handle the execution for you. Most importantly, we free up your time to pursue your other passions or spend quality time with your loved ones.
✅ We bridge the gap between investors and management.
✅ We turn exclusive access into your competitive edge.

👉 Connect at ohlh@phillip.com.sg

📲 View my profile: https://lnkd.in/dWxD6Vb

👉 Eric Wealth Advisory Website: https://bit.ly/EricWA

📩 [Subscribe: The Conviction Compass]: https://bit.ly/ConvictionCompass

***This is not financial advice or recommendation but for general sharing of my personal takeaways.

Disclaimers n PDPA: https://bit.ly/EricDisclaimers

#SGX #ThoughtLeadership #EricWealthAdvisory #Investing #Singapore #CapitalAllocation #InvestmentStrategy #ConvictionCompass

Beyond the Shine: Why a Visit to Nanofilm Solidified My Belief in Deep-Tech Moats

 

Just visited Nanofilm at their Tai Seng HQ yesterday. The applications for their nano-coatings are vast—from the printer on your desk to the fuel cells of the future. Thank you 

But for investors, the real story is their FCVA technology—a deep-tech moat that makes them a "picks and shovels" play for multiple megatrends.

In my new article, I break down:

🔬 Why FCVA is a platform, not just a product.

🌍 How they're an enabler for Automotive, Electronics, and Green Tech.

💡 The intangible advantages that build long-term value.

Seeing the tech in person solidified my belief in investing in companies that build things better.

Read my full investment perspective here: 

Click link below:

https://bit.ly/ericsharesEp35_Nanoflim

At Eric Wealth Advisory:

✅ We decode complex strategies into actionable insights and we handle the execution for you. Most importantly, we free up your time to pursue your other passions or spend quality time with your loved ones.

 ✅ We bridge the gap between investors and management.

 ✅ We turn exclusive access into your competitive edge.

👉 Connect at ohlh@phillip.com.sg

📲 View my profile: https://lnkd.in/dWxD6Vb

👉 Eric Wealth Advisory Website: https://bit.ly/EricWA

📩 [Subscribe: The Conviction Compass]: https://lnkd.in/gt_MTnaT

***This is not financial advice or recommendation but for general sharing of my personal takeaways.

Disclaimers n PDPA: https://bit.ly/EricDisclaimers

#Nanofilm #DeepTech #Investing #ericwealthadvisoy #ConvictionCompass #Moat #SingaporeStocks #Technology 

The Conviction Compass: Navigating Market Shifts with Mapletree Industrial Trust’s Strategic Pivot

 

Group picture

My Conviction Compass led me to Mapletree Industrial Trust. Beyond the S$8.5b AUM and 2,000+ tenants, I found a masterclass in strategic capital allocation.

 

In my latest analysis, I break down:

• The Real Reason for the Divestments: It’s not retreat—it’s a strategic redeployment.

• The "Dual-Engine" Framework: How MIT balances stable Singapore income with high-growth global data centers.

• The Offensive Move for DPU Resilience: Why lowering gearing now is a power play for future growth.

 

This is how leading REITs are built to last. Read the full strategic deep dive here: Click on link below.

https://bit.ly/eriscshareep34_MapletreeIndustrial_4Nov2025

 

 Thank you to SGX Group Shimona Wong and the investor relations from Mapletree Industrial Tai I Eileen Lee Cheng Mui lian for hosting us.

Mapletree Investor relations

At Eric Wealth Advisory:

✅ We decode complex strategies into actionable insights and we handle the execution for you. Most importantly, we free up your time to pursue your other passions or spend quality time with your loved ones.

 ✅ We bridge the gap between investors and management.

 ✅ We turn exclusive access into your competitive edge.

 

👉 Connect at ohlh@phillip.com.sg

 

📲 View my profile:https://lnkd.in/dWxD6Vb

 

👉 Eric Wealth Advisory Website: https://bit.ly/EricWA

 

📩 [Subscribe: The Conviction Compass]: https://lnkd.in/gt_MTnaT

 

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