pohycDBS what a joy! DBS is our economy bellwether, just like Taiwan has TSMC, and S.Korea with Samsung & SKHynix.
$DBS(D05.SG) just crossed a milestone: total income above S$6B for the first time, on record quarterly profit. Meanwhile $SpaceX(SPCX.US) delivered its first earnings report as a public company, beat ...
all good news at PLTR free cash flow for 2026 raised to us$4.6b ; a financial boost from its SpaceX holding too, adding 2 cents to EPS...PLTR is back!
Amazon became the fifth company ever worth $3 trillion. Then Palantir printed 93% revenue growth after the bell while still sitting 40% below its own high.
AAPL is prudent and investors like it: free cash flow $30b but allocating only $3.4b quarterly capex on AI infrastructure.
$Apple(AAPL.US) just hit a number no one saw coming this fast. Apple briefly touched a $5 trillion market cap on Tuesday, only the second company ever to get there, and closed up 0.94% near $4.99 tril...
AAPL is doing very well, staying near 52w high. it's back to the basics in sobering times: asset light model + strong cash flow + avoid high debts
Nvidia's biggest bet is looking shaky. Nvidia (NVDA) sank about 5%, its worst day since February, on fears its reported $250B OpenAI financing guarantee is circular financing in disguise, handing Appl...
SpaceX SDR 100to1 on SGX: an easier way to participate in this rocket company. Will wait for more clarity after 4Aug earning report.
Memory stocks went vertical (MU +12%, SNDK +14%) on UBS's buy call, while Nvidia declared Vera Rubin in full production. Next up: Tesla and Alphabet report tonight, the first real test of whether AI capex is turning into cash.
possible rotation of US to China tech stocks? are we seeing a switch from western high capex to China's lower dollar per token AI ecosystem? China tech companies are riding the wave to boost the HK IPO market, the strongest in 5 years.
Big rotation to kick off the week. Apple briefly overtook Nvidia as the world's most valuable company on Friday as AI-capex doubts hit the chip trade.
some numbers to lift the mood:
Amundi target gold to be US$5000 by year end; Macquarie sees STI at 6000 in 1 yr (UOB's target 5400 already exceeded);
DBS expects crude oil to cap around US$80.
TSMC crushed its quarter and raised its outlook, yet the whole chip complex got dumped anyway, because it also jacked up how much it plans to spend. Memory took the worst of it (SK Hynix -13%, SanDisk...
China's ChangXin Memory Technologies (CXMT) joining the IPO party. It's the world's 4th largest DRAM chipmaker with 7.7% market share. Well, if CEO of SK Hynix is spot on, memory shortages will persist beyond 2030 and they will all laugh their way to the bank.
Inflation finally broke the market's way. June CPI cooled hard to 3.5%, the biggest monthly drop in six years, gutting July hike odds and sending chips flying. But it was a split tape: JPMorgan and Go...
market general lull this summer due to World Cup? DBS noted that trading activity on SGX weakened during every of the five World Cup cycles (2002 to 2018).
Let's see if punters are back next week.
The big week opened rough. Oil spiked as Trump reimposed a Hormuz blockade and floated a 20% transit fee, dragging chips and the Nasdaq lower. Now the real test arrives tonight: US June CPI lands at t...
financials are on uptrend since the market is increasingly pricing in Fed rate hike(s) this year. this ETF covers Apac banks, heavyweight on the 3 local ones.
Temasek CIO: "(Iran war) Peak uncertainty is behind us...it's likely that the path to resolution will not be a straight line."
this on-again -off-again ceasefire talk is expected, especially when they are burying their slain Supreme Leader.
Two days after falling into a bear market, chips came roaring back. Semiconductors jumped 3%+ and the Nasdaq rose even as the US kept striking Iran. SK Hynix lists in the US today in what may be the s...
AI cannot be bubble if Temasek is planning to increase money in the game from 6% to 15% by 2031.
The hottest trade of 2026 just cracked. Memory chips (Micron, Samsung, SK Hynix) fell into a bear market, down more than 20% from their highs, even as Samsung posted record profits. A DeepSeek in-hous...
SpaceX : low float of 4% actively trading now.
earnings will be out 5 Aug, more insider shares can be released for sale under the IPO agreement. more are staggered to be released till Oct. Cathie Wood is still buying.
The hottest trade of 2026 just cracked. Memory chips (Micron, Samsung, SK Hynix) fell into a bear market, down more than 20% from their highs, even as Samsung posted record profits. A DeepSeek in-hous...
