Far East HTrust

🦎 IGGY EARNINGS WATCH, WEEK OF 29 JULY 2026

📅 What's landing over the next two sessions.

30 July

- Mapletree Pan Asia Commercial Trust, Q1 FY2026

- Frasers Property, Q3 FY2026

- Frasers Logistics & Commercial Trust, Q3 FY2026

- AIMS APAC REIT, Q1 FY2026

- Far East Hospitality Trust, H1 FY2026

- Keppel Ltd, H1 FY2026

- CDL Hospitality Trusts, H1 FY2026

31 July

- Seatrium, H1 FY2026

Not financial advice. Iggy's Forensic Compliance Standards apply.

$Far East HTrust(Q5T.SG)

SGX:Q5T may benefit from sustained tourism recovery and stronger MICE demand in Singapore, supporting higher revenue per available room (RevPAR) and occupancy across its hotel portfolio. However, elevated interest rates continue to pressure debt financing costs, although its staggered debt maturity profile and hedging strategy could help cushion volatility. Interest coverage ratio remains a key indicator to watch amid refinancing risks. Over the next 12 months, resilient visitor arrivals, concerts, exhibitions and business travel may underpin earnings stability, though margin expansion could remain moderate unless financing conditions ease.

The US market is crazily bullish for tech stocks. The danger for those who have yet to enter is if they will be entering at a high point.

Up, up and away says the market. But I am happy staying defensive coz I prefer buying at a discount. Not certain if there will be a sale but its always good safety first!

It has been an awesome rally for tech supported by strong results and outlook. I still remain defensive despite the rally which I expected somewhat and hence decision to add on some AI names despite my defensive posture. But I am scaling out into strength and staying defensive. Stay safe!

I expect the US market to open and close relatively flat tonight ahead of tomorrow Non Farm Payroll (NFP) results. Investors likely to take a cautious pause.

As for OCBC’s quarterly earnings tomorrow, I anticipate weaker loan interest income, partially offset by contributions from its insurance business and other non-interest income streams. Let’s see how it turns out.😉