OKP

The market keeps going up with minimal pullbacks. That is a market that will run out of air at the top! Be careful everyone. I am staying defensive!

I read somewhere that for AI, one cannot just look at whether the valuation of the company is at a historic high but whether it is justified by a growing demand and at this juncture, the answer seems yes. Whether this demand can bring in profits that will be over and above the amount of capex being poured in is the crucial thing we have to keep an eye on.

Three things worth tracking in today's SG announcements: Keppel's Cogen Plant is contracted revenue, not speculative — that 45% capacity boost flows directly to the bottom line. CLAS's Robertson House exit at above book value shows Singapore hospitality assets still command premium pricing. And OKP's LTA contract extends order book visibility to 2031, reducing earnings uncertainty. All three are quiet compounders doing what SG blue chips do best — deliver predictable cash flows.

OKP just won a S$165M LTA contract for overhead bridge elevators. Their order book is now S$760M through 2031. Isn't this basically a guaranteed revenue stream for the next 5 years?? Why isn't this stock getting more attention?

The market keeps climbing and the optimism feels excessive. But is that really the reality on the ground? Ask yourself and your friends around you .

Chipmakers and storage companies are reaching trillion-dollar valuations while layoffs continue across many industries. Does it genuinely make sense for the economy to keep moving in this direction when everyday conditions seem so disconnected from the market’s enthusiasm?

Something not right. Stop chasing the high. Trade prudently and keep more money in your bank account.

The market is still going up with narrow leadership and tepid volume. Unless breadth expands and volume picks up along with it, I am staying safe.

US and Iran extended another sixty days of ceasefire, before the extension of ceasefire, both shots each other. don't what will be the agenda.

the boom market is not over yet. just keep on buying low and selling high. the US interest won't increase. just any time we may expect a short term drop.

USD 965 billion and still private. If Anthropic IPOs at a trillion-dollar valuation, it will be the largest tech listing since... ever? I need exposure to this and I have zero right now 😤