Fresh every Friday! We comb through the week's buzz and serve up the community's best — sharp stock analyses, hot takes and real portfolio shares, all in one post. Missed the week? Catch up here!
Welcome back! Earnings week landed all at once, and members spent it asking which line of each report the market was actually reading. 📊
+1Welcome back! Results kept coming in fine this week, and share prices kept not caring. Members spent it working out which of the two to believe. 📊🇸🇬 S-REITs — Record Results, Falling Prices@LazyCat · ...
+1Every economist expected MAS to tighten on Tuesday. It held — and the banks fell anyway, CoreWeave’s bonds slid to a 15% yield, TSMC printed a record quarter and still sold off, and one member explained why he closed a position that wasn’t broken.
On Monday SGX cut the board lot on DBS, OCBC and UOB to 10 shares — one lot of DBS fell from S$7,721 to S$772. By Thursday the same three banks were more than 60% of all short selling on the market, and members had taken both halves apart.
Micron printed US$54.23b and the stock closed flat, CICT's distributable income rose 13% while the units kept falling, and one member sold DBS for a S$1.49 gain before it ran another S$18 — a week about the gap between a number and a price.
The 30-year went to a level last seen in 2004 — and members worked out what that does to S-REITs, to gold, to a SanDisk target of US$2,400, and to a dividend that was raised on a tenth of the cash flow.
The rate hike landed and the S-REIT aisle filled up rather than emptied — plus who benefits from an "AI slowdown", and what an ex-dividend date actually costs.
One oil shock ran through bond yields, the STI and the bank debate — plus an Apple launch that moved nothing and an Oracle print the market couldn't price.
SG earnings homework, the memory trade's second act, the NVDA countdown, and required reading on SGX's new gold & silver DLCs — the week's sharpest community takes.
From Nvidia's USD 500B financing push to fresh highs across Singapore names — this week's sharpest community takes, quoted straight from the authors.
This week's feed converged on IPO-debut positioning, Singapore's Big Three earnings, a fresh Palantir bull case after the print, and cautionary notes on leveraged memory exposure. 📊
This week's community feed clustered around the IPO pipeline, AI-hardware positioning, and a pair of unsentimental looks at Singapore income names. 📊
This week's community feed split its attention between an IPO pipeline that finally started moving, a memory-chip re-rating few saw coming, China's Q1 earnings season, and a steady bid under Singapore's income names📊