【Week 6 – Selective Recovery Amid Mixed Momentum】

Portfolio remains in a stabilization phase this week with gains from growth and cyclical positions helping offset continued weakness in Singtel.While overall performance remains mixed,selective recovery signals are becoming more visible across several holdings

SG/US (Equities/ REITs/Growth/Telco)

$SingTel(Z74.SG)Persistent Weakness Despite Defensive Fundamentals.Strong cash flow,dividend support remain intact but sentiment continues to soften after the recent pullback

📊S:4.3~4.4,R:4.6~4.7

$Keppel(BN4.SG)Holding Gains Above Support

Keppel continues to outperform the broader portfolio, supported by infra,asset mgt & energy transition themes

📊S:10.5~10.7,R:11.0~11.3

$Daiwa Hse Log Tr(DHLU.SG)Stabilizing After Extended Weakness-Price action has improved slightly with buyers defending support levels

📊S:0.49~0.50,R:0.51~0.52

$Genting Sing(G13.SG)Gradual Recovery Taking Shape

Momentum has improved modestly as tourism and gaming activity remain supportive for longer term growth

📊S:0.59~0.60,R:0.62~0.64

$Sasseur Reit(CRPU.SG)Defensive Strength Continues - Stable supported by resilient distributions and steady operating performance

📊S: 0.66~0.67,R:0.69~0.70

$SoFi Tech(SOFI.US)Strong Recovery Momentum with growth sentiment supported by member growth, lending expansion & improving market confidence

📊 S:17.0~17.5,R:19.0~20.0

$Grab(GRAB.US)Maintaining Uptrend Structure continues to be a strong performer from the entry price supported by improving profitability & regional growth prospects

📊S:4.5~4.7,R:5.0~5.2

💡Mildly bullish as recovery momentum continues to build across key holdings

📉Market conditions continue to improve gradually with growth & cyclical names showing stronger momentum while defensive sectors remain stable

Recovery remains selective but buying interest is becoming more evident across several position

Thank you Longbridge for organizing this Challenge and providing a platform for investors to learn,share and grow together!