Kenji

Sheng Siong a household brand of Supermarket in Singapore. The stock has seen steady decline despite opening more new stores. This is a defensive stock with decent dividend play. However the stock decline I think is due to price to book, over price rather than business fundamentals. I will be a buyer at $2 or lower..in my watch list for sure.

Time to nibble..agree, SG Reits seems to show signs of stabilising and slight rebound even.

Time for a change in US foreign policies, hopefully curtailing the powers of the current administration. Let’s stop the war in Iran 🇮🇷. Too many dead & suffering.

Watching the market..panic sell or opportunity buy? Let’s see the trend going forward.

Google with their multiple revenue streams will rebound when their free cash flow improves. AI investment is just draining too much too quickly. Will take time to monetise their AI investment.

Good read 😊

Branded Blue Chip REITs Mapletree needs to work on their overseas properties investments. Their SG properties are doing all the heavy lifting. Best to divest non performing overseas properties and reinvest into better yielding assets or pay down debt.

Good Morning Options Puppy.

Do you have a minimum risk-reward ratio (20%, 30%..) in mind before placing a trade?

The SG Banks sell off (5% approx) l believe is BB institutional investors taking profit and fund rotation after the Citibank call to Sell. The local Banks price to book is already expensive, and risk reward ratio is not attractive. Seems like a coordinated movement with the smaller lots announcement few days later to allow retailer investors to buy in with smaller capital. The small lots seems like a good policy, but not sure, will wait & watch for now for the boat to stabilize.

Hello Iggy, I made a BIG mistake few years back, buying a US denominated REIT named after a big branded insurance name, that has gone south. Now worth just a few cents, unlikely to recover as it still struggle with their debt headroom of more than 50%. Dividend was stopped for 3yrs and counting. What do you suggest I do? Looking forward to your advise. Thank You.

Oracle huge capes spend on AI infrastructure is a worrying sign, couple with concentration on a single customer (OpenAI) which is dangerous if things goes wrong..not invested.

Apple is an amazing company with amazing products. I am an Apple 🍎 fan since Steve Job days, from iMac to iPhone to iwatch. Hope to see Apple Car being revived.