Full Time ACCA CA Accountant with 22 years of trading experience.
FattycatI came across this article from business times: “CapitaLand investment to restructure portfolio, recycle up to $9billion “
CLI has yet announced which and what type of asset divestment. It will affect its non-strategic REITs holdings ?
It is better to follow the news closely. All divestment will affect the REITs price. Example: CapitaLand india trust, CapitaLand china trust, CapitaLand Ascott etc.
Reddit will join the S&P 500 next week, and its stock jumped after hours on the news, capping a record-setting session for US stocks. In Singapore, $CityDev(C09.SG) surged about 9% after first-half pr...
I came across this article from business times: “CapitaLand investment to restructure portfolio, recycle up to $9billion “
CLI has yet announced which and what type of asset divestment. It will affect its non-strategic REITs holdings ?
It is better to follow the news closely. All divestment will affect the REITs price. Example: CapitaLand india trust, CapitaLand china trust, CapitaLand Ascott etc.
Reddit will join the S&P 500 next week, and its stock jumped after hours on the news, capping a record-setting session for US stocks. In Singapore, $CityDev(C09.SG) surged about 9% after first-half pr...
$Singtel(Z74.SG)
SingTel has released its 1Q results with reported net profit down 72% yesterday (13 Aug 2026).
The heading looks scary but if you into details the sharp drop is almost entirely because last year included S$2.2 billion in one‑off exceptional gains.
Excluding those, underlying net profit actually rose 21% year‑on‑year to S$831 million, beating market expectations.
Operating performance was solid across most regions:
• 🌏 Regional associates: earnings up 16.1% to S$543 million, led by Bharti Airtel and AIS
• 🇦🇺 Optus: operating earnings up 14% to A$152 million
• 💻 NCS: operating earnings jumped 29% to S$102 million
• 🏢 Digital InfraCo: earnings up 10%
The main weak spot is SingTel’s Singapore business, where revenue fell 3.1% amid intense competition and lower mobile ARPU.
SingTel’s overseas track record is mixed — big wins in Airtel, Telkomsel, AIS and Globe, but costly missteps with Optus, Amobee and HOOQ.
The real question is whether today’s portfolio generates enough recurring earnings to justify the risks and valuation.
On the evidence of these results, the answer looks increasingly positive.
Read the infographic for a full breakdown of SingTel’s past investments, value creation, impairments and capital recycling.
It is amazing. Those investment are not white elephants and heavy burden to SingTel as compare to SIA’s overseas investment. They do contribute significantly to SingTel.
Not for financial advice. Do your own DD if you want to invest in SingTel 😉.
$SPDR Gold Minishares(GLDM.US)
The latest CPI and PPI numbers show inflation is steadily cooling. It has significantly reduced expectations for aggressive Fed rate hikes.
With my average cost for GLDM at just $81.89, I am already sitting on a solid gain, giving myself a comfortable safety buffer.
Based on current macro environment, it remains supportive. A softer dollar and lower real yields keep gold attractive as both a hedge and a long-term store of value. Let’s go GOLD 🚀🚀😘
$Gold.com(GOLD.US)
Any gold lovers?
Based on the latest macro data released on 12–13 August 2026, gold’s short‑term trend remains bullish.
I believe it is in consolidating phase after a strong breakout. Gold can be tricky, idiotic and sickening.
Here’s how the key reports are driving its price action:
📌 1. CPI — The Catalyst (12 Aug)
July’s U.S. inflation data came in roughly as expected. Recap: The headline CPI is at 3.4% YoY while core CPI eased to 2.5%.
This reassured markets and dialed back fears of aggressive Fed rate hikes. Gold rallied as a result, breaking above the key $4,400 psychological level and hitting a multi‑week high near $4,406.
📌 2. PPI — Reinforcing the Trend (13 Aug)
July’s Producer Price Index was flat month‑on‑month, signaling softer wholesale inflation.
This is fundamentally gold‑positive because it makes tighter Fed policy less likely. Traders took the chance to lock in profits from the prior day’s sharp rally.
📌 3. Latest Price Action & Outlook (14 Aug)
Gold is down at around $4,336 in early Asian trade. the charts corroborate the “bullish but consolidating” picture. Intraday momentum is still in a corrective phase so the bullish continuation is not yet confirmed.
For now, it’s consolidating. May retest of the $4,315 zone before the next big move.
🎯 Conclusion
CME FedWatch shows markets have largely priced out aggressive rate‑hike bets. With both CPI and PPI pointing to cooling inflation, the U.S. dollar and Treasury yields remain under gentle pressure.A supportive backdrop for gold.
Not financial advice. Personal view. Do your own DD😁
$JD-SW(09618.HK)$JD.com(JD.US)
🚀 JD.com Q2 2026: Revenue Slips, But Profits Soar in Q2 2026!
Top‑line revenue came in at RMB 346.4 billion (down 2.9% year‑on‑year )
JD.com has also delivered impressive bottom‑line growth and tight operational discipline.
Key Highlights:
✅ Profit Surge:
Non‑GAAP net income jumped +20.3% YoY to RMB 8.9 billion; non‑GAAP diluted EPS hit RMB 6.29
✅ Retail & Logistics Shine:
JD Retail posted a record 4.6% operating margin during the promotional season
JD Logistics revenue grew +24.3% YoY
✅ Cost Control:
Marketing expenses fell ‑24.8% YoY, and losses from new ventures narrowed sharply
✅ Strong Cash Flow & Returns:
Free cash flow rose +44.6% YoY to RMB 31.8 billion; US$1.0 billion in shares repurchased in H1 2026
📊 Dive into the full story in the infographic above!
$SIA(C6L.SG)
I was reading an article from Mothership about Singapore Airlines recording nearly S$945 million in share of losses from its Air India investment in less than two years after taking a 25% stake in November 2024.
It prompted me to look back at SIA’s long history of overseas airline investments. 🤔
SIA is world‑famous for its five‑star service however its has track record of investing in foreign carriers which tells a much tougher story: a string of write‑offs, dilution and total wipeouts.
On paper, buying minority stakes in other airlines looked like a smart way to gain market access without the full cost of outright ownership.
In practice, it turned into a costly lesson in value destruction. Across four major deals over two decades, the pattern was remarkably consistent:
* 🇬🇧 Virgin Atlantic: Bought 49% for £600 million (~US$963M) in 1999; sold to Delta in 2012 for just US$360 million. Loss: ~S$1.1–1.2 billion (cash loss after write-downs).
* 🇳🇿 Air New Zealand: Bought a 25% stake for NZ426 million (~S$360–370M) in 2000, which was heavily diluted following the 2001 collapse of Ansett Australia. Exited in 2004 for NZ61.7M (~S70.5M). Loss: ~S$360–370 million.
* 🇦🇺 Virgin Australia: Built up a ~20% stake (totaling over A850M), which was wiped down to zero when the airline entered administration in 2020. **Loss: ~S500 million**.
* 🇹🇭 NokScoot: The 49% joint venture was liquidated in 2020, wiping out ~S$40M+ in initial equity and triggering a S$123.6 million one‑off impairment charge.
Add up those past four deals alone: ~S$2.4billion invested and ~S$1.9 billion+ lost 💸.
And now, the Air India merger has added another ~S$945 million share of losses in FY2025/26.
The key lesson: SIA succeeds when it maintains operational control ,think Scoot or SIA Engineering. It tends to struggle when it holds passive minority stakes.
So the big question: will Air India finally break this long‑standing pattern?
Not financial advice. Do your own DD.
Tencent’s Q2 2026 results were not as impressive as expected. I see any further share‑price weakness as a great buying opportunity 😁. So far, the Hang Seng Tech index has not been dragged down by Tencent’s earnings. Now I am turning my attention to JD.com’s earnings due today’s after market close.
UOL Group is a real veteran on the SGX. I am glad to see its share price moving up lately . It has been quietly there for quite some years and hardly anyone notice it. A strong and consistent company 💪🏽
AI-infrastructure stocks went vertical Wednesday: $Coreweave(CRWV.US) surged 19.5%, $Super Micro Computer(SMCI.US) jumped about 20%, $Nebius(NBIS.US) soared over 30%, and $Lumentum(LITE.US) climbed 14...
Tencent’s Q2 2026 results were not as impressive as expected. I see any further share‑price weakness as a great buying opportunity 😁. So far, the Hang Seng Tech index has not been dragged down by Tencent’s earnings. Now I am turning my attention to JD.com’s earnings due today’s after market close.
UOL Group is a real veteran on the SGX. I am glad to see its share price moving up lately . It has been quietly there for quite some years and hardly anyone notice it. A strong and consistent company 💪🏽
AI-infrastructure stocks went vertical Wednesday: $Coreweave(CRWV.US) surged 19.5%, $Super Micro Computer(SMCI.US) jumped about 20%, $Nebius(NBIS.US) soared over 30%, and $Lumentum(LITE.US) climbed 14...
$SpaceX(SPCX.US)
SpaceX shares jumped 11% and the rally is not just about launches, it is about the company’s bold push into AI leadership.
Wall Street is starting to see SpaceX as a vertically integrated tech giant and not just an aerospace firm.
What is driving the momentum now?
• Grok 4.6 launched: A flagship AI model that matches top rivals at a lower cost
• Grok Bot beta: New “AI teammates” capable of handling complex and multi-step workflows
• $60B Cursor acquisition: A game‑changing move to boost enterprise AI capabilities
Morgan Stanley highlighted SpaceX’s unique advantage. It has a combining Starlink’s global connectivity with proprietary data infrastructure to create a powerful competitive moat.
Elon Musk even projects AI revenue could surpass all other revenue streams as soon as next month! 🙄
Please refer to the infographic for the full story on how SpaceX is reshaping the AI landscape!
$SpaceX(SPCX.US)
I am still sitting on some unrealised losses on SpaceX now. I do not regret owing it. I know that I am investing in a company with truly transformative long-term potential. The daily price swings are just noise.
What gives me extra conviction?
Temasek Holdings is also a SpaceX investor. If one of the world’s most respected long-term institutional investors has backed it, I am happy to hold firm alongside them.🤭
I am also confident with its fundamentals. The Starlink’s growth, the Starship programme and the AI infrastructure push. I am playing the long game, not trading every tick. 🚀💪 Are you ?
$TENCENT(00700.HK)
Tencent Q2 2026: Steady Growth, Big AI Investments
Tencent has just released its Q2 2026 results. Solid revenue growth but its heavy strategic spending is weighing on profits.
Here is the simple breakdown:
💰 Top-Line Beat
• Revenue: RMB 204.8 billion (+11% YoY), slightly beat market expectations ✅
• Net Profit: RMB 56.0 billion, up just 0.7% YoY and fell short of forecasts 📉
🎮 Gaming & Ads Shine
• Domestic Games: RMB 47.3 billion (+17% YoY) , powered by hits like Delta Force and Valorant 🎯
• Advertising: RMB 43.6 billion (+22% YoY), AI-powered ad targeting is paying off big! 🤖
💻 Massive AI Build-Out
• Capex jumped 65% quarter-on-quarter to RMB 52.8 billion and Tencent is ramping up its computing infrastructure for its AI models 🚀
💎 The Verdict:
Tencent’s core businesses are growing strongly. Every extra dollar is going straight into AI now.
Revenue beats and profit lags for the price of building its future. Be patience.
For more information, please reference to the below infographic. Spend on AI infrastructure to stay ahead.😁
$CapLand IntCom T(C38U.SG)
No one seems to be talking about CICT so I want to let everyone know that CICT has just hit record heights in 1H 2026! ✨😘
CICT delivered an outstanding, record-breaking performance, proving remarkable resilience and growth even in a challenging market! 🚀
💰 Strong Financial Momentum
• DPU rose 7.1% year-on-year to 6.02 Singapore cents 📈
• Distributable income surged 13.3% to S$466.7 million
• Net Property Income grew 8.7% to S$630.5 million
• Gross revenue climbed 7.5% to S$846.8 million
🏢 Operational Excellence
• Impressive 95.6% overall occupancy, with retail at 97.7% — nearly full!
• Rental reversions positive: +6.5% for offices and +4.0% for retail ✅
🎯 Strategic Strength
• Smart portfolio moves: Acquired The Paragon, selling Asia Square Tower 2 for S$2.48 billion
• Cost of debt kept low at 2.9%, with leverage reduced to 37.4%
• Built to deliver sustainable, long-term growth! 💪
📊 Check out the infographic above for all the details!
Tencent quarter result out today . Very important for hang Seng tech stocks. If the result is below expectations, HS tech going to be very “RED” tomorrow. Pray for the best.
Other the other hand, I am surprised to see South Korea analysts sudden change price target on memory chip stock. Don’t they foresee it before the Korea market plunge ?
Personally, I see the current move as a political move. The government doesn’t want the people to throw all their life savings into stock market and my view is more room for the memory chip stock to grow further.
$Alphabet(GOOGL.US) fell another 3.6% Tuesday, extending its slide as investors weigh a raised 2026 capex guidance of up to $205B and a new $25B debt offering against genuinely strong Q2 numbers, reve...
Tencent quarter result out today . Very important for hang Seng tech stocks. If the result is below expectations, HS tech going to be very “RED” tomorrow. Pray for the best.
Other the other hand, I am surprised to see South Korea analysts sudden change price target on memory chip stock. Don’t they foresee it before the Korea market plunge ?
Personally, I see the current move as a political move. The government doesn’t want the people to throw all their life savings into stock market and my view is more room for the memory chip stock to grow further.
$Alphabet(GOOGL.US) fell another 3.6% Tuesday, extending its slide as investors weigh a raised 2026 capex guidance of up to $205B and a new $25B debt offering against genuinely strong Q2 numbers, reve...
$BYD COMPANY(01211.HK)
🚗⚡ The Auto Industry Is at a Major Turning Point!
In July, petrol car sales plunged 41%, while China’s new energy vehicles hit a record 65.1% market share!
BYD leads the pack with over 223,000 domestic retail sales in July. Their tiny Racco EV launched in Japan and grabbed over 1,000 orders in just two weeks, blowing past targets! 🇯🇵
China’s NEV exports are also exploding, up 147.8% year-on-year. As fuel costs rise, more drivers worldwide are switching to clean energy. The shift is real and accelerating! 🔋
📊 See our infographic for the full picture — global trends and how BYD is powering the future!
⚪️ Source: CNEVpost
China NEV retail falls for 7th month in July, yet penetration sets record- By Lei Kang, 11 August 2026
BYD’s electric kei car draws 1,002 orders in Japan in 2 weeks by Lei Kang ,10 August 2026
We are seeing gold rally this morning and right before tomorrow’s inflation data. Speculators are betting on a softer CPI print.
On top of that, hopes for a deal over the Strait of Hormuz are fading now that Trump is asking Iran for reparations. That extra geopolitical risk is giving gold another big boost.
Time to accumulate gold 🙄?
$NVIDIA(NVDA.US) isn't just selling chips anymore, it's helping finance the buildout: the company signed non-binding agreements with six Wall Street heavyweights to raise over $500 billion for AI infr...
We are seeing gold rally this morning and right before tomorrow’s inflation data. Speculators are betting on a softer CPI print.
On top of that, hopes for a deal over the Strait of Hormuz are fading now that Trump is asking Iran for reparations. That extra geopolitical risk is giving gold another big boost.
Time to accumulate gold 🙄?
$NVIDIA(NVDA.US) isn't just selling chips anymore, it's helping finance the buildout: the company signed non-binding agreements with six Wall Street heavyweights to raise over $500 billion for AI infr...
$BABA-W(09988.HK)
My average cost for baba is at HK$113.274 and now it is trading at HK$129.9 → +14.67% gain so far! 🎉
That is exactly why conviction pays off. Holding through the noise and trusting the fundamentals is starting to reward patience.
With the SAMR probe behind it, AI momentum building plus Qwen 3.8 Max making waves. The big picture keeps improving.
Any more room to run? I strongly believe it but already a very healthy return to be proud of! ✅
Let’s go Green Dragon 🐉
$HANG LUNG PPT(00101.HK)
Hang Lung Properties: Undervalued Hidden Gem?🤔
Hang Lung Properties is looking like a deep-value pick right now.
At approximately HK$7.45, it trades at just 0.28× book value. Current book value stands at HK$27.33 per share. That is a huge discount!
✅ Solid finances: HK$228B in assets, HK$134.7B equity, gearing at 32.7%.
✅ Prime portfolio: Top retail malls in Hong Kong plus key mainland cities at Shanghai, Shenyang, Kunming, Wuxi and Dalian.
✅ Healthy yield: ~6–7% dividend. Great income while you are waiting for recovery.
⚠️ Risks to watch: China weak consumption, soft commercial rents, higher rates and further property devaluations could cap gains.
📈 Upside case: If China/Hong Kong consumption and property markets stabilise, this stock could see both better earnings and a big valuation re-rating from these ultra-low levels.
For full details, valuation, finances, portfolio, risks, and upside -> all in the infographic above!
Not financial advice. Do your own research.
This is a big week. The US core inflation report is out and it could completely shift the Fed’s view on where rates are heading. Fingers crossed inflation comes down! 🤞😁
Iam also keeping a close watch on Tencent and JD.com’s quarterly earnings. Their results will likely steer the Hang Seng Tech Index and set the tone for other tech shares too. Cheers 🥂
Singapore's market is closed today for National Day (observed), but Friday left plenty to talk about: $FTSE Straits Times Index(STI.SG) notched its 9th straight weekly gain, with $DBS(D05.SG) extendin...
This is a big week. The US core inflation report is out and it could completely shift the Fed’s view on where rates are heading. Fingers crossed inflation comes down! 🤞😁
Iam also keeping a close watch on Tencent and JD.com’s quarterly earnings. Their results will likely steer the Hang Seng Tech Index and set the tone for other tech shares too. Cheers 🥂
Singapore's market is closed today for National Day (observed), but Friday left plenty to talk about: $FTSE Straits Times Index(STI.SG) notched its 9th straight weekly gain, with $DBS(D05.SG) extendin...
$LINK REIT(00823.HK)
Last week’s US jobs data means the chances of a Fed rate hike have dropped sharply.
That’s exactly what REITs need. I am holding Link REIT because I am convinced it will do very well as interest rates become more supportive.
Do you agree with my thinking? 🤔
$Mapletree PanAsia Com Tr(N2IU.SG)$Mapletree Log Tr(M44U.SG)
$Mapletree Ind Trust(ME8U.SG)
🏆 Which Mapletree REIT is winning 1Q 2026?
I compared Mapletree’s three trusts MIT, MLT & MPACT on 1Q FY26/27 results and YTD performance as at 7 Aug 2026. Here’s the snapshot:
📉 Price-only YTD:
• MIT −7.25%
• MLT −9.09%
• MPACT −12.93%
💰 Total return (cash basis, incl. distributions):
• MIT −2.72% (Rank 1)
• MLT −4.96% (Rank 2)
• MPACT −8.90% (Rank 3)
Why MIT leads: strongest ICR (4.0x), longest WALE (4.5y), positive reversion in Singapore (+5.3%) and North America (+2.2%).
MIT is the only one trading at a premium to NAV (+17.5%).
MLT and MPACT trade at ~5% and ~26% discounts respectively.
MPACT still pays the highest trailing yield (6.19%) with +4.3% reversion, but faces overseas headwinds and the lowest occupancy (84.4%).
Trailing yields: MIT 6.54% ,MLT 6.06% , MPACT 6.19%.
Just plain figures only, which would you pick? 🤔
👉 Read the infographic for the full details — fundamentals, leverage, NAV, share price charts and the complete YTD return calculation!
Not financial advice. Please do your due diligence ☺️.
$BTC/USD(BTCUSD.HAS)
🏆[Weekly] Bitcoin Update: BTC Holds Firm as Weak US Jobs Data Fuels Rate-Cut Hopes
Bitcoin is steady around $64,770, holding tight in a narrow range thanks to shifting macro expectations.
US jobs data surprised market with 23,000 positions lost and traders quickly priced out further Fed hikes.
A weaker dollar is giving crypto a solid liquidity floor.
💎Technical Snapshots
• Daily: At $64,778, comfortably above the 20-day band at $64,378.
Resistance up near $66,252, support at $62,503.
RSI balanced at 49.9. It is neither overbought nor oversold.
• 1-Hour: Trapped between $64,661 and $65,153, just below the midline.
Short-term momentum cooling slightly.
💎 What’s Moving Markets
• Cooling jobs and the markets are betting on looser Fed policy that supportive for crypto sentiment.
• Next big test: US CPI inflation data.
Confirm softer prices and we could see a push toward $67,000+.
💡 The Verdict
Support sits roughly $64,300–$64,600. Break above $66,250 is a clear path opens toward $67,000–$70,000.
Manage risk carefully and watch the inflation numbers closely! ✅
Not financial advice. Do your own DD and risk management 😉.
