Rate Cuts, Reits Up

Plus Winning Sectors and What to Buy

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BIG NEWS - interest rates have been cut by a significant 50 basis points!

For those of us focusing on yield, this is a game-changer. Fixed deposit huggers and bank account savers (yeah… most of us) are probably gonna shift to higher yield assets - think growth stocks and REITs.

And this is exactly the time to take action before they fully take off…

In this edition (exclusive to members), I'm sharing 2 REITs that are still flying under the radar and one super growth stock owned by Warren Buffett as well!

Exciting, right?

If you’re looking for both dividend + growth stock ideas, you will want to consider joining my Dividend Kakis membership.

For less than your daily coffee, you’ll get access to my dividend model portfolio, exclusive stock ideas, special reports and more!

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Big Hits [U.S.] 💵

Here are the news that shocked the world…

Fed’s 50 bps cut: The Federal Reserve has cut the U.S. interest rates by 50 bps to a range of 4.75% to 5.00% [Read More]

Nike New CEO: Nike has appointed Elliot Hill to replace John Donahoe as the new CEO of Nike [Read More]

Alaskan and Hawaiian Airline: Alaskan Airlines has closed its US$1.9 billion acquisition of Hawaiian Airlines [Read More]

Darden falls short: Darden, who operates Olive Garden, reported just a 1% growth in sales for the latest quarter [Read More]

Jeep’s turnaround plan: Jeep is planning to lower prices, give out special offers and increase advertisement spending to turn the company around [Read More]

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Big Hits [Asia] 📊

Here are the news covering the Asia market…

Rate cut in Hong Kong also: The Hong Kong Monetary Authority cut its interest rate by 50 bps to 5.25% following the U.S. Fed’s 50 bps rate cut [Read More]

Chinese EV struggle: Chinese EV companies are hit with high R&D costs and an intensifying price war [Read More]

China and EU EV: Talks have broken down between China and the European Union over the issue of electric vehicle imports from China [Read More]

OCBC new innovation hub: OCBC Bank is developing a new 430,000 square feet innovation hub in the Punggol Digital District [Read More]

Temasek: Temasek is close to acquiring 20% of VFS Global, which will value the company at US$7 billion. [Read More]

AIMS APAC REIT: The REIT has obtained an unsecured sustainability-linked loan of up to SG$400 million and AU$150 million. [Read More]

Singapore home sales: Singapore’s home sales might drop to its lowest level in 2024 since the global financial crisis. [Read More]

Analyst Reports 📝

See below for our handpicked analyst reports:

Stock

Headline

Link

Meta

Hard to match digital advertising leader

Click Here

Allstate

Favourable pricing and improving profitability

Click Here

Tencent

AI for internal growth

Click Here

Digital CORE REIT

Lucrative yield

Click Here

Keppel DC REIT

Positive momentum into 2H 24 and 2024

Click Here

Infographic of the Week 📹

The Magnificent 7, bang, bang, bang

A recent term used to describe the 7 major players on the S&P 500 - Microsoft, Amazon, Meta, Apple, Alphabet, Nvidia and Tesla.

And they have been firing on all cylinders since the beginning of the year.

With share price gains that outpace the S&P 500, they still have a lot left in the tank. Here are their analyst target price and potential upsides from TradingView

  • Microsoft: $497 (+13.4%)

  • Amazon: $220 (+15.8%)

  • Meta: $572 (+2.7%)

  • Apple: $246 (+7.6%)

  • Alphabet: $203 (+25.3%)

  • Nvidia: $149 (+26.8%)

  • Tesla: $218 (-10.6%)

P.S. But there is a much BETTER stock that you need to check out below…

Stock Idea(s)* 💡

When i first chanced upon this company, my eyes lit up with dollars signs… 🤑

Because its owned by all the big names like Warren Buffett (Berkshire), Tencent, BlackRock etc!

What’s more… the founder himself owns a significant stake of 20% in the firm - well-aligned with the investors.

That’s why I am so excited to share it with you over here (in fact, I would probably invest in it and do a youtube video on it soon)…

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