Looking forward to the fed decision since its effects will flow down to my stockholdings. Let’s see how the market moves.
Micron bounced Friday as Jensen Huang played down fears of a memory glut, with the Fed and Big Tech earnings ahead. At home, REITs held their gains. Let's dig in 👇💬 Memory makers report this week. Is ...
Great chance to buy up some REITs with great fundamentals and yields at a discount.
Welcome back! Results kept coming in fine this week, and share prices kept not caring. Members spent it working out which of the two to believe. 📊🇸🇬 S-REITs — Record Results, Falling Prices@LazyCat · ...
+1Looking forward to REITs share prices adjusting upwards, I believe they’re current abit undervalued as compared to the yield they offer.
Western Digital grew revenue 55% and raised its dividend, then fell 6%. Lam Research beat and fell twice as hard. At home, banks slip while REITs bounce. Let's dig in 👇💬 Chip stocks are selling off on...
Looking forward to the next fed decision on 28 October since it has a rippling effect to SG stocks as well
Tesla and Meta reported the same night and made opposite calls on AI spending. One cut its budget, the other raised it. At home, banks are easing back after Wednesday's gains. Let's dig in 👇💬 Tesla cu...
SREITS still has abit more room for share prices to go up. Several SREITS are far below their book Net Asset Value
SpaceX made money for the first time, and immediately put a Tesla merger on the table. At home, the STI is up and the banks are leading. Let's dig in 👇💬 Would a SpaceX-Tesla merger be a good deal for ...
Looking forward to wed and Thurs for SpaceX, Tesla, Meta and IBMs results. Hopefully they present solid financials so investors can feel a confidence boost
The chip rout that defined last week ended on Monday, and Asia is not buying it. At home, the STI is slipping. Let's dig in 👇💬 Wall Street says the selloff is over, Asia says it isn't. Which side are ...
I’m taking this opportunity to DCA into the AI stocks. I’m hopeful the market will rebound shortly, I still strongly believe in the opportunities in the AI market.
Chip stocks fell for an eighth straight day, the longest run on record, and the traders shorting them are up about $32B. At home, the banks have split. Let's dig in 👇💬 Eight days down and the Fed goes...
Interesting take that bitcoin now moves with interest rates. I’d need to look into it abit more, but if that’s the case it’ll be a great hedge and a good buy to diversify my portfolio
Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...
Holding or walking away with losses all depends on how urgently you need the liquidity. My personal investment motto is to never actualised a loss due to market or news cycles, ride it out.
Every economist expected MAS to tighten on Tuesday. It held — and the banks fell anyway, CoreWeave’s bonds slid to a 15% yield, TSMC printed a record quarter and still sold off, and one member explained why he closed a position that wasn’t broken.
I agree with Fattycats take on SREITs being oversold. Nonetheless, many talks of interesting SREIT IPOs have been coming up lately, looking forward to those.
September PPI landed a full point above forecast, and two big banks changed their rate calls. At home, September exports came in at double the forecast. Let's dig in 👇💬 With a December hike priced nea...
I’m curious if SpaceX will be able to dominate the telco market in the US. Telco companies like Verizon, t mobile and AT&T have been operating in the US for decades
SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
Love that investors can now buy smaller lots of the three big banks in SG. I’m sure before this the high share prices threw off many smaller retail investors
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.
This is such a interesting read, the three metrics Iggy uses is practical and reliable. Every REIT is bound by debt to purchase their assets, and when interest rates are high the unit holders see the impact via a falling DPU. Do you ever bypass your metrics (eg a REIT with a higher gearing) due to a higher dividend yield ?
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.
