T-REX 2X Long NFLX Daily Target ETF

$Netflix(NFLX.US) $Alphabet(GOOGL.US) and $Illinois Tool Works(ITW.US) took my paydays off for good payday %. I now settle into the full swing with cushion.

Source: Sunrise Trader

$Wilmar(F34.SG)

Context: During the last El Nino event in 2023-24, Wilmar oil palm production reduced only 1% but the stock fell from SG$3.66 to SG$3.10. The drop was mainly due to an investigation in China in which a palm oil trader cheated a Chinese state own enterprise for US$725 million; Wilmar subsidiary Yihai Kerry Arowana was implicated because they provided the storage where the oil palm was stored. There was another accusation that YKA did not clean up the cargo tankers that transported poisonous industrial chemical but use it to carry edible palm oil. YKA refuted both allegation. Wilmar has also claimed that for the coming El Nino season 2026-27, it will be impacted in palm oil production since up to 80% of their estate is in Kalimantan where long dry spell is expected.

My trade: bearish on Wilmar in 2027

My trade: The prediction of the coming super El Nino usually will drive up plantation stock since the dry spell will limit palm oil production but not all palm oil related stock are the same.

$NVIDIA(NVDA.US)$Intel(INTC.US)$Netflix(NFLX.US)

$Netflix(NFLX.US) daily reversal off 50ma confirming with today's gap up stick. updated chart.

Source: Sunrise Trader

$Netflix(NFLX.US) with gap up follow thru. Watching 78ish. Still own full and paydays.

Source: Sunrise Trader

$Wilmar(F34.SG)

Context: Wilmar has been accused of causing the haze that is coming from Indonesia. Wilmar has stated that as far back as 2015, it has established a "No Deforestation, No Peat, and No Exploitation" (NDPE) policy. Yet, the haze has never gone away and it has gone bad recently. At that time, Wilmar had also pressured Kuala Lumpur Kepong (KLK), a listed company in Malaysia by deploying suspend first policy. KLK does not have a zero-deforestation policy at that time and they are one of the sellers of palm oil to Wilmar and together with Wilmar both have large plantation estate in Indonesia. Wilmar has around 154,660 hectares of oil palm in Indonesia and Indonesia is more than half of all their global palm oil land bank.

My trade: bullish on Wilmar

Takeaway: Currently there is no evidence that Wilmar is responsible for the haze in Indonesia.

$NVIDIA(NVDA.US)$Netflix(NFLX.US)

$Netflix(NFLX.US) on watch as price is pulling back to 50ma and a small gap. See what tomorrow brings.

Source: Sunrise Trader

$PUBLIC FIN HOLD(00626.HK)

Context: After a almost 3 weeks of trading halt (I am shocked of the long trading halt as though this stock is no longer needed to be traded), finally the announcement by it's parent company to privatize at HK$2.50, this is a premium of 61.29% from last trading price. However if we take the book value of HK$7+ this offer price is way too cheap. Public bank Malaysia, the parent company, even declared that this offer is final and won't be revised.

My trade: buy for now then sell if the privatization fail

Takeaway: My prediction that Public Bank M'sia is not generous in giving concession to it's shareholder is accurate, they have ample liquidity but will be very careful when spending money, typical of old Chinese way of doing business$NVIDIA(NVDA.US)$Netflix(NFLX.US)

$Netflix(NFLX.US)

Context: There's no denying Netflix's highest growth days are probably in the past rather than in the future. Not only did its second-quarter year-over-year revenue growth of 13.4% -- the weakest growth rate of the past four quarters -- to $12.56 billion miss analysts' already-lowered expectations of just under $12.59 billion, but revenue guidance for the quarter currently underway was also disappointing, at only 11.7% better than 2025's Q3 comparison. Moreover, Netflix is still the leading streaming name within the United States though, and according to data from Hub Research, the first streaming platform U.S. consumers visit when they turn their television on. It isn't doing too shabbily outside of the U.S. either. Its European and Middle East arm's revenue improved 11% on a currency-neutral basis last quarter, and grew 16% in Latin America. Even its relatively small Asia/Pacific operation experienced a neutral sales growth 18% during the second quarter of 2026. That's encouraging, particularly given that Netflix currently serves fewer than half of the planet's broadband customers, and its programming only accounts for a tiny fraction of the world's total television viewing time. This means more room for growth and expansion.

My Trade: Looking for a long term rebound of above $100. The stock has still failed to push past the recent resistance of $82-83.

Takeaway: Reasonable price for long term continued growth, perhaps even better when it dipped below $70 a couple of weeks ago. The key is to be patient. @Captain's Treasure

$PUBLIC FIN HOLD(00626.HK)

Context: Public Financial Holdings Limited (HK) is rumored to be privatized by it's parent company, Public Bank Berhad in Malaysia. If we take the book value (BV) ratio at 1.0, the share price for privatization will be HK$6-9 per share but if there is a takeover the BV ratio will be 1.5. The current price before stock being halted is HK$1.55

My trade: trading is halted since 20 Aug pending announcement

Takeaway: However, for privatization, looking at the parent company Public Bank M'sia which is not that generous in giving dividend, I could say that using BV as the privatization benchmark is wishful thinking and the more realistic of takeover price will be HK$2 per share

$NVIDIA(NVDA.US)$Netflix(NFLX.US)

$PUBLIC FIN HOLD(00626.HK)

Context: I am going to talk about a not so popular HK stock, Public Finance Limited Bank which has the market capitalization of HK$2 billion. It is not listed as the top tier bank in Hong Kong. The parent company is Public Bank Berhad which listed in Malaysia and is the 3rd largest bank in that country. This bank offer finance with it's subsidiary Public Bank HK offering the depositing service$NVIDIA(NVDA.US)$Netflix(NFLX.US). The performances of this bank is not great:

2025: profit, HK$79.65 million

2024: loss, ~HK$999.39 million

2023: profit, HK$14.38 million

2022: profit, HK$328.70 million

2020: profit, HK$396.90 million

My trade: on 20th Aug, the share of this bank was halted and has yet to resume as of now

Takeaway: official announcement point to a major corporate exercise but unofficial information show that it will be privatised by it's parent company from Malaysia