只想暴富

JD is trading at a relatively low forward earnings multiple compared with many large China internet peers. Q1 2026 revenue grew about 5% year-on-year and exceeded analyst expectations.Core retail profitability improved despite intense competition in China’s e-commerce market.JD’s self-owned logistics network remains one of its strongest competitive advantages and is difficult for competitors to replicate. Many long-term investors continue to view this as a key asset.

In short, I see JD as more of a value and recovery play than a high-growth story. The key catalyst to watch over the next few quarters is whether management can continue improving margins while maintaining revenue growth.

CapitaLand Investment is a restructuring story in progress. The stock trades near book value with an attractive dividend, which limits downside. But the earnings trajectory needs to reverse — driven by rate-cut tailwinds and fee-income scaling — before the valuation re-rates higher. The near-term catalyst to watch is whether Q1/Q2 2026 results show the revenue decline stabilizing and the interest-cost savings translating into bottom-line recovery.

DBS is trading at a significant premium to both its own 5-year historical valuation and the banking sector median. The current P/E of 16.3x sits above the 5-year high of 13.3x, and the P/B of 2.59x is near all-time highs. This premium reflects the market’s recognition of DBS’s digital transformation success and its status as Southeast Asia’s largest bank by assets. However, it also means much of the upside is already priced in — the 6.17% dividend yield provides a meaningful income cushion, but future price appreciation will depend on continued earnings growth.

Analysts project FY2026 revenue of ~SGD 23.5B and EPS of ~SGD 3.95, implying continued low-single-digit growth. The key watch points are whether net interest margins can hold as global rates ease, and whether the elevated loan loss provisions in FY2025 were a one-time adjustment or the start of a deteriorating credit cycle.

DBS has more than doubled its net income from SGD 6.81B (FY2021) to SGD 10.93B (FY2025), driven primarily by the rate-hiking cycle that expanded net interest margins from FY2022 onward.

As of May 22, 2026, S68.SG is trading at SGD 22.37, unchanged from its previous close after reaching a new 52-week high of SGD 22.45 during the session. The stock has delivered strong performance, gaining 33.7% year-to-date and 5.9% over the past five days.

On the corporate front, Singapore Exchange recently announced a partnership with Bloomberg to enhance the visibility of Singapore’s equity market through the Bloomberg Terminal. This development comes amid a sharp rise in trading activity on the exchange, with average daily turnover surging 53% year-over-year to SGD 2.1 billion in Q1 2026

The consistency of CFA.SG’s income distribution is primarily driven by the strict regulatory payout mandates of its underlying holdings and the resilient rental cash flows of diversified real estate assets.

The core drivers include:

Regulatory Payout Requirements: The ETF invests in Real Estate Investment Trusts (REITs) across the Asia ex-Japan region. By law, most of these REIT jurisdictions (such as Singapore) require trusts to distribute at least 90% of their taxable income to unitholders to maintain tax-advantaged status, ensuring a structural and continuous flow of dividends to the ETF.

Broad Diversification: By pooling multiple REITs across different countries and property sub-sectors, the ETF mitigates idiosyncratic risks. A vacancy issue in a single commercial building or a localized economic slowdown is cushioned by the broader portfolio, smoothing out the aggregate dividend yield passed on to ETF investors.

As of May 2026, DBS Group reported a record first-quarter net profit of SGD 2.93 billion, driven by strong wealth management. The bank raised its dividend to 81 cents per share and is leveraging AI to drive SME adoption and data center deals, with a focus on ” resilience barbell“ strategies amidst a volatile market

As of May 2026, the Singapore Exchange (SGX) is advancing structural reforms to boost market activity, including a new dual-listing bridge with Nasdaq debuting in mid-2026 and the launch of a Global Listing Board to enhance liquidity. SGX Group reported a strong H1 FY2026, with net profit rising 11.6% and dividends increasing 20.8%

#repost for Week 1 My Portfolio Health Check

#repost for Week 1 My Portfolio Health Check

DBS reported a record Q1 2026 net profit of SGD 2.93 billion (up 1%), driven by high interest rates and record wealth management income, boosting its share price to a two-month high. The bank announced a 54-cent dividend per share and committed SGD 10 million in community support.

As of May 2026, UOB news highlights a strong 2025 financial performance, including significant profit growth in its units, alongside strategic initiatives like the 45th Painting of the Year competition and a new innovation hub with NTU. Key updates include card benefit revisions, increased fraud awareness, and regional research on Fintech and economic sentiment