American Express

$American Express(AXP.US)

American Express stands out in the financial sector with its premium closed-loop network and high-spending cardholder base. Its strong focus on Millennial and Gen-Z acquisition, combined with steady revenue from net card fees, provides robust long-term growth and high economic resilience.

I entered this position to capture steady value compounding from a high-quality financial leader.

Given macro interest rate shifts and consumer spending trends, I will maintain active risk control. My plan is to hold this core financial asset for long-term compounding while setting clear profit-taking thresholds to protect capital.

Stay tuned 😎🥂

@Longbridge Singapore

@Captain Leo

Visa ( $Visa(V.US)) dipped -1% AH after Visa reported 3Q earnings, revs, and payments that beat expectations, but guided to lower than expected 4Q earnings due to higher than expected expense growth.

Oil prices are rising, it's like buying options or shorting stocks. If you guess right, you take profits. But as time passes, it will cause a rapid discount. Be careful, the volatility is huge.

MAS policy tightening strengthens the SGD and keeps interest rates elevated—benefiting Singapore banks via resilient interest margins and wealth inflows, while headwinding S-REITs through higher refinancing costs.

This week's Fed meeting, would he increase the rate this time ? or do you think the interest rate will remain or down ? Let's wait and see later

Iran announced that they are not "at a full scale war with US". Markets recovered slightly following the news as oil tumbles back between $90 and $100. I wouldn't take anything for granted, especially when we are in the midst of earnings season, where volatility is completely expected and normal. With more big cap companies reporting this week and the past trend of Capex dragging down share prices, I won't be surprised to see more dips coming.

The outcome of the peace negotiations is still up in the air, when Trump is one of the parties involved. I expect local banks to hit new high as the next earnings are expected to be good.

Brent crude oil is falling significantly back to around $90, following a pause in strikes by the US and Iran over the weekend, although negotiations are ongoing rather than an official ceasefire; it closed at $96.28 on Friday after trading above $100 for several weeks.

The 顺势 (following the trend) decline in oil prices is a positive development for energy-importing Singapore.

Global energy costs in June impacted consumer prices, leading to high core inflation in Singapore. Consequently, the Monetary Authority of Singapore has tightened monetary policy, creating a chain reaction.

$American Express(AXP.US) American Express shares dropped 5% despite beating second-quarter profit expectations and raising its 2026 revenue growth forecast. Analysts noted disappointment due to the absence of acceleration in billed business and revenue growth, with some investors expecting a higher revenue forecast. Despite the decline, analysts like Cristopher Kennedy encourage buying AXP shares on weakness, citing the highest spend growth in three years and strong business performance. Besides, American Express raised its full year 2026 revenue growth guidance to 10%. I think the dip is a buying opportunity, with AXP still confident in its growth and raising guidance. Solid fundamentals still intact. @Captain's Treasure