Crazy rich

$OCBC.SG$ 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 🏦

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

STI through 5,100 and printing record territory 🇸🇬 our boring index finally having its moment, led by the three banks and Singtel. boring is beautiful when it pays dividends and still goes up

I love seeing this healthy rotation into financials and value. Blackstone surging 7.5% while tech corrects shows institutional money is diversifying 📈 This sets up a more sustainable rally long term