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Kenji

Kenji

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K
Kenji

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.

C
Captain Leo
Featured⭐️ Community Spotlight | The Banks Got Cheaper to Buy. Then Everyone Sold Them.

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.

COMMUNITY SPOTLIGHT LONGBRIDGE 01 BOARD LOTS -100 SHARES TO 10 The entry ticket
COMMUNITY SPOTLIGHT LONGBRIDGE 02 THE SELLOFF-6 TO 8 OCTOBER 60% of all short se
COMMUNITY SPOTLIGHT LONGBRIDGE 03 SPACEX一AUSS40B REPORT Up 8.9%.Nobody took it a
COMMUNITY SPOTLIGHT LONGBRIDGE 04 INCOME-PAID，BUTNOT REPRICED Rising distributio
K
Kenji

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.

C
Captain Leo
Featured⭐️ Community Spotlight | The Banks Got Cheaper to Buy. Then Everyone Sold Them.

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.

COMMUNITY SPOTLIGHT LONGBRIDGE 01 BOARD LOTS -100 SHARES TO 10 The entry ticket
COMMUNITY SPOTLIGHT LONGBRIDGE 02 THE SELLOFF-6 TO 8 OCTOBER 60% of all short se
COMMUNITY SPOTLIGHT LONGBRIDGE 03 SPACEX一AUSS40B REPORT Up 8.9%.Nobody took it a
COMMUNITY SPOTLIGHT LONGBRIDGE 04 INCOME-PAID，BUTNOT REPRICED Rising distributio
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Kenji

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.

C
Captain Leo
Bridgers' Stories EP02 | How a Singapore Course Head Invests by Three Numbers and One Honest Exception

A delisted stock once mailed him a share certificate worth precisely nothing. Since then, every REIT he buys has to clear three numbers he refuses to argue with.

LONGBRIDGE BRIDGERS'S STORIES 02 EPISODE NAME @Thelnvestinglguana 一 FOCUS REITs
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Kenji

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.

C
Captain Leo
Bridgers' Stories EP02 | How a Singapore Course Head Invests by Three Numbers and One Honest Exception

A delisted stock once mailed him a share certificate worth precisely nothing. Since then, every REIT he buys has to clear three numbers he refuses to argue with.

LONGBRIDGE BRIDGERS'S STORIES 02 EPISODE NAME @Thelnvestinglguana 一 FOCUS REITs
K
Kenji

It takes a Big Steel heart to be buying US Treasuries bonds as investors needs a higher risk reward to stomach such risk, hence a high 5% yield since some 2 decade ago. As USA starts printing more of their own money, USD devalues, Fed hikes rate to control inflation, what a mess! I am seeing & feeling a market slowdown in play (evident from our surrounding business environment). I am nervously waiting to buy when my wishlist blue chip equities hit my target entry price. A lot of moving parts so got to track carefully these days. Keeping cash for now.

C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — 10-Year Yield Tops 5%, Highest Since 2007

A blowout US PMI pushed the 10-year Treasury yield through 5% to a 19-year high, lifting October hike odds to about 70% and ending the Nasdaq's record run. After the bell, Meta used Connect to push Mu...

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Kenji

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.

C
Captain's Watch
Oracle Earnings Challenge — Guess the close and win cash!

$Oracle(ORCL.US) reports Q1 FY2027 after the US close tonight, Thursday 10 September — the numbers land around 04:00 SGT Friday morning, with the call at 05:00. ⏰Here is the part worth sitting with. A...

LONGBRIDGE ORACLE EARNINGS CHALLENGE Where does ORCL.US close on Friday 11 Septe
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Kenji

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.

C
Captain's Watch
Oracle Earnings Challenge — Guess the close and win cash!

$Oracle(ORCL.US) reports Q1 FY2027 after the US close tonight, Thursday 10 September — the numbers land around 04:00 SGT Friday morning, with the call at 05:00. ⏰Here is the part worth sitting with. A...

LONGBRIDGE ORACLE EARNINGS CHALLENGE Where does ORCL.US close on Friday 11 Septe
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Kenji

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.

C
Captain's Compass
Apple's Ternus Era Begins: How to Position for the Next Chapter?

Apple has delivered a total return of nearly 3,000% since Tim Cook became CEO in 2011, significantly outperforming both the Nasdaq 100 and S&P 500.After an extraordinary 15-year run, can $Apple(AAPL.US) ...

Change in Apple share price and major stock indexes during Tim Cook's tenure as
Foldable iPhone is Coming. Apple launch event： dip first， rally later? Launchday
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Kenji

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.

C
Captain's Compass
Apple's Ternus Era Begins: How to Position for the Next Chapter?

Apple has delivered a total return of nearly 3,000% since Tim Cook became CEO in 2011, significantly outperforming both the Nasdaq 100 and S&P 500.After an extraordinary 15-year run, can $Apple(AAPL.US) ...

Change in Apple share price and major stock indexes during Tim Cook's tenure as
Foldable iPhone is Coming. Apple launch event： dip first， rally later? Launchday
K
Kenji

Agreed, nothing further to add. But I think Nvidia should see more weakness moving into 2027 and beyond as competition catches up.

C
Captain's Watch
Community Spotlight | NVIDIA Earnings Special Edition

No print in this market carries more than $NVIDIA(NVDA.US): a US$5.07 trillion company reporting into its longest losing streak since 2022, with the whole AI stack repriced behind it. In three days th...

01 COMMUNITY SPOTLIGHT LONGBRIDGE @CLuo ov voted up 2-7%， called $219.80 "After
02 2( COMMUNITY SPOTLIGHT LONGBRIDGE @Yuan83 the index-levelread "SPX hit my 777
03 3 COMMUNITY SPOTLIGHT LONGBRIDGE @Spartan three thresholds for a real beat "R
04 +COMMUNITY SPOTLIGHT LONGBRIDGE @Wayne harvest the premium "Sell covered call
K
Kenji

Agreed, nothing further to add. But I think Nvidia should see more weakness moving into 2027 and beyond as competition catches up.

C
Captain's Watch
Community Spotlight | NVIDIA Earnings Special Edition

No print in this market carries more than $NVIDIA(NVDA.US): a US$5.07 trillion company reporting into its longest losing streak since 2022, with the whole AI stack repriced behind it. In three days th...

01 COMMUNITY SPOTLIGHT LONGBRIDGE @CLuo ov voted up 2-7%， called $219.80 "After
02 2( COMMUNITY SPOTLIGHT LONGBRIDGE @Yuan83 the index-levelread "SPX hit my 777
03 3 COMMUNITY SPOTLIGHT LONGBRIDGE @Spartan three thresholds for a real beat "R
04 +COMMUNITY SPOTLIGHT LONGBRIDGE @Wayne harvest the premium "Sell covered call
K
Kenji

My thoughts is the new FED chair will not want to rock the boat but rather keep it steady for the time being. While he wait & watch, this is probably his best strategy for now. I don’t think he wants to be responsible for the crash of the already nervous US market as well. My guess is lowering interest rates will be a given moving forward..for the market & for Trump.

C
Captain's Watch
Jackson Hole: 10 AM ET – Warsh's Words Could Move Markets.

PCE at 3.7% beat expectations unexpectedly, pushing the probability of no rate hike in September from 35% to 66%. Since Walsh took office, forward guidance has been scrapped and the dot plot abolished...

169月26 28 10月26 912月26 271月27 173月27 284月27 96月27 287月27 159月27 27 10月27 MEETING
Jackson Hole Fed Speech Vs SPX Returns S 12006-2025 3.0% 1- Tier1 1 Alph ha 2.0%
Trade US stocks with just $1 Fractional shares make it easy
K
Kenji

My thoughts is the new FED chair will not want to rock the boat but rather keep it steady for the time being. While he wait & watch, this is probably his best strategy for now. I don’t think he wants to be responsible for the crash of the already nervous US market as well. My guess is lowering interest rates will be a given moving forward..for the market & for Trump.

C
Captain's Watch
Jackson Hole: 10 AM ET – Warsh's Words Could Move Markets.

PCE at 3.7% beat expectations unexpectedly, pushing the probability of no rate hike in September from 35% to 66%. Since Walsh took office, forward guidance has been scrapped and the dot plot abolished...

169月26 28 10月26 912月26 271月27 173月27 284月27 96月27 287月27 159月27 27 10月27 MEETING
Jackson Hole Fed Speech Vs SPX Returns S 12006-2025 3.0% 1- Tier1 1 Alph ha 2.0%
Trade US stocks with just $1 Fractional shares make it easy
K
Kenji

What a wild ride..Nvidia might have been oversold previously as investors exited the market.

C
Captain's Watch
Community Spotlight | NVIDIA Earnings Special Edition

No print in this market carries more than $NVIDIA(NVDA.US): a US$5.07 trillion company reporting into its longest losing streak since 2022, with the whole AI stack repriced behind it. In three days th...

01 COMMUNITY SPOTLIGHT LONGBRIDGE @CLuo ov voted up 2-7%， called $219.80 "After
02 2( COMMUNITY SPOTLIGHT LONGBRIDGE @Yuan83 the index-levelread "SPX hit my 777
03 3 COMMUNITY SPOTLIGHT LONGBRIDGE @Spartan three thresholds for a real beat "R
04 +COMMUNITY SPOTLIGHT LONGBRIDGE @Wayne harvest the premium "Sell covered call
K
Kenji

What a wild ride..Nvidia might have been oversold previously as investors exited the market.

C
Captain's Watch
Community Spotlight | NVIDIA Earnings Special Edition

No print in this market carries more than $NVIDIA(NVDA.US): a US$5.07 trillion company reporting into its longest losing streak since 2022, with the whole AI stack repriced behind it. In three days th...

01 COMMUNITY SPOTLIGHT LONGBRIDGE @CLuo ov voted up 2-7%， called $219.80 "After
02 2( COMMUNITY SPOTLIGHT LONGBRIDGE @Yuan83 the index-levelread "SPX hit my 777
03 3 COMMUNITY SPOTLIGHT LONGBRIDGE @Spartan three thresholds for a real beat "R
04 +COMMUNITY SPOTLIGHT LONGBRIDGE @Wayne harvest the premium "Sell covered call
K
Kenji

With such high valuations, Nvidia is massively overpriced and when the music stops , we should see huge corrections on the stock price. Not a buy or sell call, just being realistic in this overly hype up market.

C
Captain's Watch
FeaturedNvidia Earnings Challenge — Guess the price and win cash rewards!

$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...

1 LONGBRIDGE NVDA Earnings Community( Challenge Vote，comment，post — - win 5 SGD
K
Kenji

With such high valuations, Nvidia is massively overpriced and when the music stops , we should see huge corrections on the stock price. Not a buy or sell call, just being realistic in this overly hype up market.

C
Captain's Watch
FeaturedNvidia Earnings Challenge — Guess the price and win cash rewards!

$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...

1 LONGBRIDGE NVDA Earnings Community( Challenge Vote，comment，post — - win 5 SGD
K
Kenji

Reits are long term instruments for passive income.

MMoonHMS

Be careful when investing in Reits as someone said if you evaluate all Reits from IPO pricing until to date , many people are losing on their principal capital. It seemed many people don't understand how Reits investment works, not over short term horizon, but longer time frame with IPO as base.

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Kenji

Reits are long term instruments for passive income.

MMoonHMS

Be careful when investing in Reits as someone said if you evaluate all Reits from IPO pricing until to date , many people are losing on their principal capital. It seemed many people don't understand how Reits investment works, not over short term horizon, but longer time frame with IPO as base.

K
Kenji

Agreed. With the impending listing of SpaceX, think there is still higher high for both the S&P 500 & Nasdaq. Super Mega Bull in history.

HHumpbackWhale

After a turbulent stretch earlier this year, US tech stocks have roared back in convincing fashion.

The market has staged a sharp rally of about 13% since late March — its sharpest rise since April 2020 — fueled by improving geopolitical sentiment and rising corporate confidence.

The most recent sessions underscored just how strong the momentum is. US equities closed at record highs on May 29, with the Nasdaq settling at 26,972, the S&P 500 climbing to 7,580, and the Dow crossing 51,000 — all three indexes hitting fresh all-time intraday highs.

The catalysts? A mix of strong earnings and mega-deal energy. Snowflake's surge on robust earnings and a multibillion-dollar Amazon partnership helped tech lead the broader market to fresh gains. Dell Technologies saw its best single day on record — shares surging nearly 33% — after beating expectations on both revenue and earnings and raising its full-year guidance.

Underneath it all, the AI buildout remains the structural driver. AI investment is expected to contribute roughly 40% of S&P 500 earnings growth this year, with the largest cloud computing companies planning to spend an estimated $670 billion in 2026.

Goldman Sachs sees the momentum continuing. The S&P 500 is forecast to climb 6% to a year-end target of 7,600, built on expectations of 12% earnings-per-share growth in 2026.

For long-term investors, the message is clear: stay diversified, stay the course, and don't let the short-term noise distract from the bigger picture

K
Kenji

Agreed. With the impending listing of SpaceX, think there is still higher high for both the S&P 500 & Nasdaq. Super Mega Bull in history.

HHumpbackWhale

After a turbulent stretch earlier this year, US tech stocks have roared back in convincing fashion.

The market has staged a sharp rally of about 13% since late March — its sharpest rise since April 2020 — fueled by improving geopolitical sentiment and rising corporate confidence.

The most recent sessions underscored just how strong the momentum is. US equities closed at record highs on May 29, with the Nasdaq settling at 26,972, the S&P 500 climbing to 7,580, and the Dow crossing 51,000 — all three indexes hitting fresh all-time intraday highs.

The catalysts? A mix of strong earnings and mega-deal energy. Snowflake's surge on robust earnings and a multibillion-dollar Amazon partnership helped tech lead the broader market to fresh gains. Dell Technologies saw its best single day on record — shares surging nearly 33% — after beating expectations on both revenue and earnings and raising its full-year guidance.

Underneath it all, the AI buildout remains the structural driver. AI investment is expected to contribute roughly 40% of S&P 500 earnings growth this year, with the largest cloud computing companies planning to spend an estimated $670 billion in 2026.

Goldman Sachs sees the momentum continuing. The S&P 500 is forecast to climb 6% to a year-end target of 7,600, built on expectations of 12% earnings-per-share growth in 2026.

For long-term investors, the message is clear: stay diversified, stay the course, and don't let the short-term noise distract from the bigger picture

K
Kenji

Woohoo! Thank You LongBridge. Amazing win on guessing Xiaomi rise..So happy.

Kenji Miracle Maker Congrats! You've won 138 Task Coins! Closing direction： High
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Kenji

Link Reits HK0823 new management are selling non core assets to hold my cash, pay debts and looking for strategic opportunities to beef up their core. Sold The Swing @ Thomson Plaza, now in discussions to sell Australian office assets. Markets are reacting to this news positively. I believe their NAV should improve further over time once all or most of their non-core are sold. $LINK REIT(00823.HK)

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Kenji

Elok is the man! His vision & chasing such BIG dreams is amazing..for a human being, unless he’s an Alien.

GGaby

I am looking at Elon Musk, he is a classic example of key man risk. Without him both Space X and Tesla are worthless!

K
Kenji

Elok is the man! His vision & chasing such BIG dreams is amazing..for a human being, unless he’s an Alien.

GGaby

I am looking at Elon Musk, he is a classic example of key man risk. Without him both Space X and Tesla are worthless!

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