investingguru

$Seatrium(5E2.SG)

Context:

I’ve been watching Seatrium because the offshore & marine sector looks like it’s entering a more interesting cycle. With energy demand and offshore projects picking up, I think there’s potential for the industry to recover further.

My trade:

I decided to buy Seatrium as a turnaround play. The company has gone through a major restructuring, and I’m betting that better execution, stronger orders and improving margins can translate into better results over time.

Takeaway:

Definitely not a low-risk stock, but that’s also why I’m interested. I’m taking a position for the potential upside if the turnaround continues to gain momentum.

$Seatrium(5E2.SG)

Context:

Seatrium is definitely one of the more interesting names in my portfolio. The offshore and marine sector has been through a pretty rough cycle, but I think the recovery story is getting more interesting.

My trade:

I’m holding Seatrium and giving the turnaround some time to play out. This isn’t a stock I’m expecting to move perfectly every day — I’m more interested in whether the company can improve its execution and convert its order book into better earnings.

Takeaway:

Higher risk, but potentially higher reward. I’m willing to be patient with this one and see if the turnaround story actually delivers.

$Seatrium(5E2.SG)

Context:

PropNex is one of those stocks I don’t mind holding through the ups and downs. Singapore property is always something I keep an eye on, and I like having exposure to the sector.

My trade:

I’m still holding my PropNex shares. I’m not rushing to sell just because there’s some short-term movement. The dividend also gives me another reason to stay invested.

Takeaway:

Sometimes the best move is simply to hold and let the business do its thing. 😆 I’ll continue monitoring it and see where the property market takes this one. 📈

$PropNex(OYY.SG)

Context:

I’ve been holding PropNex because I like its exposure to Singapore’s property market. Property transactions can be cyclical, but PropNex has a strong position locally and I think the business can continue benefiting when the market stays active.

My trade:

I’m continuing to hold my PropNex shares rather than taking profit for now. The dividend is another reason I’m comfortable keeping the position while waiting for the business to grow.

Takeaway:

Not looking to trade this one every few weeks. I’m happy to hold and collect the dividends while keeping an eye on property transaction volumes and the overall market. 📈

$Seatrium(5E2.SG)

Context:

I’ve been looking at Seatrium because the offshore & marine sector seems to be recovering, with demand for energy infrastructure and offshore projects picking up. After years of restructuring, I think the company has a more interesting setup now.

My trade:

I decided to buy Seatrium because I’m betting on the recovery story and potential improvement in its order book and profitability. It’s definitely a higher-risk position, so I’m treating it more as a growth/recovery play rather than a defensive stock.

Takeaway:

This one is more speculative compared with some of my other holdings. The turnaround still needs to play out, but if Seatrium executes well and the offshore cycle stays strong, I think there could be decent upside from here. 📈

$Seatrium(5E2.SG)

Context:

Seatrium has been showing a pretty clear turnaround story, with 1H26 net profit jumping 158% YoY and margins continuing to improve. The company also has a S$13.3b order book, so there is still decent visibility on future revenue.

My trade:

I’m trading Seatrium mainly for the momentum and turnaround story. The earnings improvement gives me a fundamental reason to stay interested, while the strong order book and improving margins give the stock room to rerate if execution continues. I’m not treating it like a buy-and-hold dividend stock, more of a swing trade where I’m looking to ride the recovery and take profit when the momentum starts to weaken.

Takeaway:

Seatrium is no longer just a recovery story the numbers are starting to show the improvement. But at the same time, expectations are higher now, so I’d rather trade the momentum and manage my entry/exit than chase the stock after a big run. The next catalysts I’m watching are new order wins, margin expansion and further share buybacks. Analysts have also highlighted sizeable order wins and stronger margins as potential re-rating catalysts

$PropNex(OYY.SG)

Context:

I’ve been watching PropNex for a while, and I like the exposure it gives me to Singapore’s property market. Property transactions remain an important driver, and PropNex has built a strong position among local property agencies.

My trade:

I decided to buy PropNex because I think the current opportunity is attractive for a longer-term hold. The dividend is also a nice bonus while I wait for the business to continue growing.

Takeaway:

For me, this is more than just a short-term trade. I’m buying based on the overall property market outlook, PropNex’s business position and the potential income from dividends. 📈

$Sheng Siong(OV8.SG)

Context:

I’ve always liked Sheng Siong for its defensive business and steady demand. But after holding it for a while, I felt the stock had reached a level where the upside wasn’t as attractive to me anymore.

My trade:

I decided to sell my position and take the profit off the table. Nothing against the company — I just wanted to free up some capital for other opportunities that I think have better potential from here.

Takeaway:

Sheng Siong is still a solid business in my view, but a good company doesn’t always mean it’s a good buy at every price. Sometimes taking profit and waiting for a better entry makes more sense. 🛒💰

$Keppel DC Reit(AJBU.SG)

Context:

I bought Keppel DC REIT mainly for the data centre growth story and the potential for stable recurring income. But after the recent move up, I felt it was a good time to reassess my position.

My trade:

I decided to sell and lock in my gains. I still like the long-term data centre theme, but at the current price, I felt the upside was less attractive compared with the risk. I’d rather take some profit now and look for another entry if the price comes back down.

Takeaway:

Selling doesn’t mean I’ve changed my view on data centres. Sometimes it’s just about taking profit when the risk-reward no longer looks as attractive. I’ll definitely keep Keppel DC REIT on my watchlist. 📈

$Keppel DC Reit(AJBU.SG)

Context:

I’ve been looking at the data centre sector and I like the long-term demand for digital infrastructure. With AI, cloud computing and data usage continuing to grow, I think data centres should remain an important part of the digital economy.

My trade:

I decided to buy Keppel DC REIT because I wanted exposure to the data centre space while also getting the potential income from a REIT. I’m taking a longer-term view rather than looking for a quick gain.

Takeaway:

For me, it’s a combination of the data centre growth story and recurring rental income. There may be short-term volatility, but I’m comfortable holding and seeing how the sector develops.

$Sheng Siong(OV8.SG)

Context:

I’ve been holding Sheng Siong for its defensive business and steady dividend. It’s a stock I’m comfortable with, but I felt the recent price movement gave me a good opportunity to lock in my gains.

My trade:

I decided to sell my Sheng Siong position and take some profit. Nothing fundamentally changed overnight — I just felt the risk/reward wasn’t as attractive to me at the current price.

Takeaway:

Sometimes it’s better to take the win and move on. I’ll keep Sheng Siong on my watchlist though, and if the price becomes attractive again, I wouldn’t mind getting back in.

$PropNex(OYY.SG)

Context:

I’ve been watching PropNex closely and I still like the longer-term outlook for Singapore’s property market. Transaction activity has been pretty healthy, and PropNex continues to be one of the bigger players in the market.

My trade:

I decided to buy more PropNex and increase my position. I’m comfortable adding at the current levels because I still see value in the business, especially with its dividend payout.

Takeaway:

For me, this isn’t a quick trade. I’m adding because I’m still bullish on the company’s fundamentals and willing to hold through the ups and downs. 📈

$PropNex(OYY.SG)

Context:

PropNex caught my attention because Singapore’s property market has remained pretty active. With property transactions and new launches still keeping agents busy, I think there’s still a decent growth story here.

My trade:

I’m holding PropNex and taking a longer-term view. I like that it’s not just about share price appreciation — the dividend also makes holding it more attractive to me.

Takeaway:

Property stocks can be cyclical, so I’m not expecting everything to go up in a straight line. For now, I’m comfortable holding PropNex and letting the business and dividends do the work. 📈

$Sheng Siong(OV8.SG)

Context:

Sheng Siong is one of those stocks I like because the business is pretty straightforward. People still need to buy groceries regardless of how the market is doing, so I see it as a more defensive name in my portfolio.

My trade:

I’m holding Sheng Siong and looking at it more from a steady, long-term perspective. The dividend is also a nice bonus while waiting for the business to continue growing.

Takeaway:

Not every stock in my portfolio needs to be an exciting one. 😆 Sheng Siong gives me some stability, and I’m happy to keep holding as long as the fundamentals remain solid. 🛒📈

$PropNex(OYY.SG)

Context:

Been keeping an eye on PropNex as Singapore’s property market remains fairly resilient. With property transactions still active and PropNex having a strong presence among agents, I think there’s still room for the business to perform well.

My trade:

I’m holding PropNex and taking a longer-term view on this one. I’m not expecting the stock to move up every day, but I’m comfortable holding while the earnings and dividend story remains healthy.

Takeaway:

For me, PropNex is more of a steady play on Singapore’s property market rather than a quick trade. As long as transaction volumes and the overall property market stay supportive, I’m happy to hold and see how it plays out. 📈

$NVIDIA(NVDA.US)

Holding NVIDIA 🚀

For me, it’s still one of the strongest ways to play the long-term AI trend. The valuation isn’t cheap, but the growth, demand for GPUs and NVIDIA’s position in the AI ecosystem are hard to ignore.

There will definitely be pullbacks along the way, so I’m not expecting a straight line up. I’m holding for the bigger AI story rather than trying to time every move. 📈

$Sheng Siong(OV8.SG)

Been holding Sheng Siong for a while now. 🛒

I like it mainly for the defensive side of the business — supermarkets are something people will keep spending on regardless of how the economy is doing. The steady revenue, dividends and relatively resilient business model make it a nice stock to have in the portfolio.

Not expecting it to suddenly fly 50%, but I’m happy to hold and let the business compound over time. 📈

$NVIDIA(NVDA.US)

Still holding NVIDIA and letting the investment play out. AI is still in the early stages, and I believe the demand for computing power will remain strong for years. There will definitely be volatility along the way, but I’m comfortable holding through the ups and downs for the bigger picture.

$Sheng Siong(OV8.SG)

Sheng Siong is the kind of stock I don’t need to overthink. People still need to eat, shop for groceries and stock up at home regardless of how the economy is doing. For me, that gives the business a solid base to grow from, and I’m happy to keep holding.

$Sheng Siong(OV8.SG)

Still see some room for Sheng Siong to grow. With its strong presence in the local grocery market and everyday demand staying relatively stable, I think it has a good foundation going forward. For me, it’s more of a steady compounder than a quick win, which suits my portfolio.

$Sheng Siong(OV8.SG)

I’m still positive on Sheng Siong’s prospects. The business has a steady customer base and operates in a sector with consistent demand. I don’t expect explosive growth, but I see it as a reliable company with room to grow steadily. That makes me comfortable holding it for the long term.

$Keppel DC Reit(AJBU.SG)

Took profit on my Keppel DC REIT position today. I still like the long-term data centre story, but the price has moved enough for me to lock in some gains. I’d rather take profit according to my plan and wait for another attractive entry than chase the price higher.

$Keppel DC Reit(AJBU.SG)

Started a new position in Keppel DC REIT. I see the recent price levels as a decent entry point, especially with data centre demand continuing to grow. I’m not expecting instant returns, but I think the long-term story is still interesting. Now it’s about holding patiently and seeing how it plays out.

$Sheng Siong(OV8.SG)

Still holding my Sheng Siong shares and quite comfortable with it. It’s a simple business, but that’s part of the appeal. People need groceries whether the market is doing well or not. I’ll continue holding and adding when the price looks attractive.

$Valuetronics(BN2.SG)

Valuetronics has moved up nicely from the price I bought in at. Happy to see the position in the green, but I’m not rushing to sell. I still like the company and will continue to watch how the business develops. For now, just enjoying the progress and staying patient.