Roncasa/ Insights/ Commentary

Market insights.

Weekly commentary, real case studies, market data and the occasional bilingual aside. Written by Ron, no AI slop, no agency PR.

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SORA Weekly, Week 41 2026: 3M compounded SORA at 1.23%
Latestinterest rates · 13 Oct 2026 · 1 min
SORA Weekly, Week 41 2026: 3M Compounded SORA at 1.23%

3M compounded SORA at 1.23% this week (+0bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

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SORA Weekly, Week 41 2026: 3M compounded SORA at 1.23%
— interest rates
SORA Weekly, Week 41 2026: 3M Compounded SORA at 1.23%

3M compounded SORA at 1.23% this week (+0bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

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Sherman Kwek maps out CDL's next three years: $5 bil to invest, $6 bil to divest — Roncasa Singapore property analysis
— CDL
Sherman Kwek maps out CDL's next three years: $5 bil to invest, $6 bil to divest

CDL commits $3 billion to Singapore GLS under its GET+ strategy while divesting $6B+ globally. Sherman Kwek's three-year playbook signals...

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Private home prices up 1.4% in 3Q2026 — but new-home sales just hit their worst Q3 since 1998 — Roncasa Singapore property analysis
— 3Q2026
Private home prices up 1.4% in 3Q2026 — but new-home sales just hit their worst Q3 since 1998

URA flash estimates show private home prices rose 1.4% in 3Q2026 — the fastest gain in nearly two years. But new-home sales hit their wea...

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SORA Weekly, Week 40 2026: 3M compounded SORA at 1.23%
— interest rates
SORA Weekly, Week 40 2026: 3M Compounded SORA at 1.23%

3M compounded SORA at 1.23% this week (+0bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

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SORA Weekly, Week 39 2026: 3M compounded SORA at 1.23%
— interest rates
SORA Weekly, Week 39 2026: 3M Compounded SORA at 1.23%

3M compounded SORA at 1.23% this week (+1bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

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30 years. 153% gain. And what the Marina Bay Suites loss is quietly telling D1 buyers. — Roncasa Singapore property analysis
— Ardmore Park
30 years. 153% gain. And what the Marina Bay Suites loss is quietly telling D1 buyers.

Three resale transactions closed in one week: a $7.6M profit at Ardmore Park (153.6% gain, 30 years), a new return record at Glentrees (5...

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362 Holland Road Gets a Second Life: Co-Living Comes to Holland Village — Roncasa Singapore property analysis
— co-living
362 Holland Road Gets a Second Life: Co-Living Comes to Holland Village

Trans-Orient Services wins the SLA tender for 362 Holland Road — a biophilic co-living concept for professionals and students, 300m from ...

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SORA Weekly, Week 38 2026: 3M compounded SORA at 1.22%
— interest rates
SORA Weekly, Week 38 2026: 3M Compounded SORA at 1.22%

3M compounded SORA at 1.22% this week (+2bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

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CCR Resale's Two-Speed Market: Seven Holt Road Won, Marina Collection Still Bleeding — Roncasa Singapore property analysis
— CCR
CCR Resale's Two-Speed Market: Seven Holt Road Won, Marina Collection Still Bleeding

Three condo deals from the week of September 1–8 show CCR resale splitting in two: freehold riverfront compounding quietly, Sentosa Cove ...

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SORA Weekly, Week 37 2026: 3M compounded SORA at 1.20%
— interest rates
SORA Weekly, Week 37 2026: 3M Compounded SORA at 1.20%

3M compounded SORA at 1.20% this week (+0bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

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SORA Weekly, Week 36 2026: 3M compounded SORA at 1.20%
— interest rates
SORA Weekly, Week 36 2026: 3M Compounded SORA at 1.20%

3M compounded SORA at 1.20% this week (+2bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

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Terra Hill’s New PSF Low Isn’t Bad News — It’s Information. Here’s What It’s Telling You. — Roncasa Singapore property analysis
— commentary
Terra Hill’s New PSF Low Isn’t Bad News — It’s Information. Here’s What It’s Telling You.

Terra Hill hit a new PSF low while D20 and D09 hit new highs the same week. Here's the contrast, and what the developer's pricing actuall...

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HDB vs Private: The Decoupling Is Real, And It Should Change How You Think About Upgrading
— commentary
HDB vs Private: The Decoupling Is Real, And It Should Change How You Think About Upgrading

HDB resale prices eased 0.4% from peak while private homes rose 2% over the same window. HDB upgraders now make up just 3.1% of new lande...

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SORA Weekly, Week 34 2026: 3M compounded SORA at 1.15%
— interest rates
SORA Weekly, Week 34 2026: 3M Compounded SORA at 1.15%

3M compounded SORA at 1.15% this week (+2bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

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Three deals. Three different outcomes. Same decade. D10 wins, D9 bleeds
— CCR
Three deals. Three different outcomes. Same decade. D10 wins, D9 bleeds

Leedon D10 gains $3.75M in 9.5 years. Ocean Park D15 gains $2.93M in 29 years. Orchard Scotts D9 loses $884K after 16 years. What these t...

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En Bloc Threshold Could Fall to 70% for Older Developments, With Tighter Safeguards for Minority Owners
— collective sale
En Bloc Threshold Could Fall to 70% for Older Developments, With Tighter Safeguards for Minority Owners

Singapore's Land Titles (Strata) Amendment Bill drops the collective sale consent threshold to 70% for buildings aged 40–59 — about 150 d...

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SORA Weekly, Week 32 2026: 3M compounded SORA at 1.12%
— interest rates
SORA Weekly, Week 32 2026: 3M Compounded SORA at 1.12%

3M compounded SORA at 1.12% this week (-2bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

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Non-landed private home prices fell by 0.1% in second quarter, with 1.4% drop in RCR: flash estimates
— 2026
Non-landed private home prices fell by 0.1% in second quarter, with 1.4% drop in RCR: flash estimates

Singapore's 2Q2026 non-landed price dip isn't a market slowdown — it's a composition effect. 60% of sales were in the OCR while the CCR p...

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