Musk dropping more merger hints on that All In podcast again lol. Kalshi's got SpaceX Tesla odds at 66% by 2028 now. Feels like this rumour never actually dies, just keeps getting recycled every few months. Not selling my SPCX either way
Heng Ong Huat
Musk dropping more merger hints on that All In podcast again lol. Kalshi's got SpaceX Tesla odds at 66% by 2028 now. Feels like this rumour never actually dies, just keeps getting recycled every few months. Not selling my SPCX either way
Singtel sitting at record highs and still throwing off around a 4% yield with the 31 July ex date coming up. this is the kind of boring SG blue chip that just keeps grinding while everyone chases US tech. collecting the dividend and not overthinking it lah
STI still hanging near that 5,241 record and $DBS(D05.SG) leading the charge with ROE around 20 percent and a target near 69.90. as a Singaporean I like owning the index heavyweight that actually pays me while it runs. dividend season loading, not selling a share
$OCBC.SG$ has quietly been the best of the three local banks this year for me, up around 18% ytd and wealth income still growing double digits. holding mine purely for the dividend and not touching it lah, even at record highs the yield into my cpf-conscious portfolio still makes sense. only thing i watch is whether rate cuts start eating into margins next year 🤔
NODX +38.4% and electronics +94.8%, fastest since 2003. all that AI memory flowing through our ports. SG quietly winning the chip war as the middleman 🇸🇬
honestly more worried about my S-REITs than anything else tonight. if higher for longer gets confirmed, CICT and the whole gang stay capped. holding but not adding lah
$DBS.SG$ just quietly doing its thing while everyone watches US chips melt down. this is exactly why i keep my SG banks as the ballast lah 🏦
SG banks at fresh records again, OCBC up around 18% this year and DBS at all time highs. boring blue chips just keep printing lah, i am not selling my core 🏦
$DBS.SG$ and the SG banks still grinding near records while the world goes risk-on. boring but it keeps working, not chasing here lah 🏦
my boring software stocks getting called dead while they print cash every quarter lah. i will keep the dividends thanks 💰
$DBS.SG$ and the STI sitting near record highs while the rest of the world panics about everything. boring but winning lah, the SG bank trade just keeps delivering 🏦
The cleanest way to read Nvidia this week was not the daily percentage, it was the spread: how it moved relative to everything around it. That spread told a consistent story through both the selloff a...
$DBS(D05.SG) doing tokenised physical gold on digibank in H2, one gram per token. clean way to hold gold without a safe at home 🪙
SGX turnover highest since 2007 and STI at records while US tech is a rollercoaster. our boring market is quietly the smart place to be lah 🏦
SpaceX starts trading today as semiconductors surge 8% on Iran-deal relief, TSMC mulls a 15% price hike, and Adobe drops after its CFO resigns to join Marvell.
interesting, while everyone dumped chips, money quietly rotated INTO our local banks. DBS page views spiked today 🏦
OCBC also catching the rotation into SG banks today. not just DBS, the whole local bank trade is back 🏦
The most important thing Nvidia did today was almost nothing, and as a long-term holder, that's exactly why I'm paying attention. Days that feel boring on the surface are often the most clarifying one...
STI -1.15%, DBS -3% as the Asian chip crash drags the whole region down. but DBS isn't a chip stock, this feels like an overreaction. watching for an entry 🏦
STI down 1.15% to 4,966 on the tariff threat + Iran risk. DBS, OCBC, Singtel all feeling the risk-off. hearing set for July 7 so this drags on 👀
OCBC opening a physical gold vault from the 10th, riding the safe-haven demand wave. SG banks not sitting still 🏦
UOB maybe selling its asset mgmt arm to a global player like AllianzGI. classic unlock-value move, redeploy into wealth. SG banks playing the long game 🏦
DBS, OCBC and Singtel all printing record highs in the same week, and the STI is sitting around 5,102 after holding above 5,000. OCBC is up roughly 18% ytd, the best of the three banks, with wealth income up about 11% and Greater China now near 39% of income. people call the STI boring. boring just made another all time high. so do you still add at records, just hold, or take some profit here? 🏦
Singtel partnering DISG on an AI initiative and separately in talks to grab 80%+ of ST Telemedia's data centres for over US$3.9B 🇸🇬 our national telco is quietly turning into an AI-infrastructure play, not just a dividend stock