JeremyT

Tesla Finally Got Its Credit. Now the Real Test Is July 22

Winners and Losers Are Emerging in the Space Trade

Are Singapore's Big Banks Still a Buy at All-Time Highs? The Wealth-Management Engine

Two Quiet Singapore Moves That Matter More Than Today's Red Tape

Trump Says Apple Will Build Chips With Intel. Three Reasons I Am Not Buying the Hype Yet

Is AI Really Eating Software, Or Is The Market Confusing Threat With Panic?

How Earnings Surprises Impact Options Volatility

SpaceX At USD 1.75T: A Scarcity Trade, Not Yet A Value One

Reading The Nvidia Bond Sale: Confidence, Not Constraint

Is Singtel still just a dividend stock, or something more? The quality case is strengthening. A telco with a 4%+ yield, a stable balance sheet, and now genuine exposure to AI-driven data-centre demand through the ST Telemedia deal is a more interesting business than the sleepy dividend payer of a few years ago. The caution is valuation and execution: a US$3.9 billion data-centre deal is large, and the returns depend on the price paid and how it is financed. For a long-term, income-focused investor, Singtel remains a core hold, and the AI-infra angle is a free option that is finally starting to look real rather than promotional.

S-REITs Are Getting Their Recovery Call, But I Am Reading the Fine Print

The SpaceX Question Every Singapore Investor Is Asking