LION

$Lion-phillip S-Reit(CLR.SG)A modest gain is still a step in the right direction. I’m currently up 2.31% on Lion-Phillip S-REIT CLR, with an average cost of 0.821 and the market price at 0.840. I’m investing with a longer-term mindset rather than chasing quick gains. S-REITs continue to appeal to me for their potential income and diversification, especially in a changing interest rate environment. I’ll keep monitoring the REIT sector and stay patient, focusing on consistent growth instead of short-term market noise. Every green day is another reminder that disciplined investing often pays off over time. 📈💰

Whether it's higher for longer or higher and higher, it's fine with my barbell portfolio. Rates up, my SG banks win; rates lowered, my Lion REITs will roar. There is no one single model portfolio, just one that suits your needs and allows you to snore through the night.

$Netflix(NFLX.US) completely getting demolished

Source: amit

Japan’s exports fell 2.6% to ¥9.36 trillion yen (US$63.37B) in July, the steepest pace in over 4-years, as exports to its biggest market, the US, plunged 10.1%, media report, noting the US raised tariffs on Japan’s top export to the US, motor vehicles, by 25 percentage points to 27.5% in April, and auto parts tariffs started in May. Japan auto parts exports to the US in July fell 17.4%, semiconductor manufacturing equipment fell 31.3%. #tariffs #Japan #semiconductors

Source: Dan Nystedt

SK Hynix, the leading AI memory chip maker, is expected to post a ₩9 trillion won (US$6.6 billion) operating profit in the 2nd quarter on strong sales of HBM (high bandwidth memory) chips, the key AI memory chip, media report, citing analysts, and adding its quarterly operating profit could top ₩10 trillion in the 2nd half 2025 as next generation HBM3E 12Hi (12-layer) chips make up a bigger portion of sales. In the 2nd quarter, HBM3E 12Hi chips accounted for half of shipments, but are expected to make up over 80% in the 2nd half. $HXSCL $Micron Tech(MU.US) #SKhynix #Samsung #semiconductors

Source: Dan Nystedt

South Korea raised its semiconductor industry support to ₩33 trillion won (US$23.17 billion) from the ₩26 trillion announced last June as it seeks to help domestic chip makers weather “an intensifying global trade war," said Finance Minister Sang-mok Choi, media report, adding ₩4 trillion of that is expected to be spent by 2026. The ₩33 trillion is part of a larger ₩50 trillion ($34.4 billion) fund for strategic industries, including autos. $HXSCL $SSNLF $Micron Tech(MU.US) #semiconductors

Source: Dan Nystedt

Samsung Electronics said 1st quarter operating profit likely hit ₩6.6 trillion won (US$4.49 billion), beating the ₩4.96 trillion expected, as US tariff fears boosted Q1 memory chip, smartphone sales, media report, but the strong Q1 could hurt Q2. Samsung’s preliminary Q1 sales were ₩79 trillion, better than the ₩77.1 trillion expected. It will report Q1 on April 30. $SSNLF $HXSCL $Micron Tech(MU.US) #Samsung #semiconductors #semiconductor https://t.co/r0HcfonFLh

Source: Dan Nystedt

President Trump on China (Sunday 4/6)

Source: Dan Nystedt

TSMC said it will invest NT$3.36 trillion (US$1.01 trillion) on fabs and related buildings in the south Taiwan cities of Kaohsiung and Tainan, media report, turning the Southern Taiwan Science Park into the world’s largest semiconductor manufacturing service cluster. TSMC plans to invest NT$1.86 trillion (US$55.95 billion) in Fab 18 near Tainan, and NT$1.5 trillion in Fab 22 in Kaohsiung. The announcement aimed to ease fears that TSMC is investing too much abroad and not enough at home. $Taiwan Semiconductor(TSM.US) #semiconductors #semiconductor https://t.co/qczIh2KeG6

Source: Dan Nystedt

Taiwan’s semiconductor industry will see its output value rise 16.2% year-on-year to NT$6.2 trillion (US$186.7 billion) this year, the chair of the Taiwan Semiconductor Industry Association said, solid growth amid geopolitical uncertainty. Last year it rose 22.4% to NT$5.3 trillion. https://t.co/f4MbDeb1KD

Source: Dan Nystedt