Olam

Looks like even an MOU and peace deal amounts to nothing when there are just people who don’t care. Hope peace prevails.

This charade has been going on far too long. There is only so much that the AI trade can carry the market as we move along.

After climbing and pulling back last week, the Singapore stock market may see another adjustment this week.

The situation of the Israel-Palestine conflict has not improved yet. Will there still be opportunities for oil and gold prices? Let's continue to observe this week.

AI chip trade still has plenty of room to run as demand for AI infrastructure keeps growing around the world. Continued spending by hyperscalers and increasing enterprise AI adoption should provide strong support for leading semiconductor companies. Valuations already stretched, future gains will likely depend on companies delivering strong earnings and guidance rather than AI excitement alone

sti index hit all time high 5212 on 18 June 2026.

It achieved this ATH despite the summer world cup lull, that's really commendable. sg market must be looking attractive to the global investors, trend shows up once world cup round of 24 comes around. more good days to come.

And as expected, the US-Iran Peace agreement is once more at stake when the market is closed. I'm not surprised at this point, and with Warsh's hawkish stance on his first FED meeting, the macro concerns have been piling up and putting pressure on the equities. Tech names are selling off the most, while certain staple sectors are still doing decently.

Week 6 – My Portfolio Health Check

1. Added more $Singtel(Z74.SG)as a bottom fishing strategy. Hope it pays off.

2. Miss adding more $SATS(S58.SG), but happy with the gain even it's a small amount.

3. Waiting for $Olam(VC2.SG)to fly higher before taking profits.

Happy investing!!!

Week 4 – My Portfolio Health Check

1. A sudden jump in $ThaiBev(Y92.SG) price helped my over portfolio. They have recently reported better than expected profit margin and potential speculations of listing their Beer and Spirit businesses. Watch out for the breakout.

2. My biggest portfolio $Olam(VC2.SG) has consolidated slightly over the past week. I still believe it's potential especially Temasek holds around 52%. I expect special dividends is coming.

3. Recently added $ComfortDelGro(C52.SG) as the price dropped to very attractive price. When oil price stabilised, it should move up.

4. The hiccup in M1 divestment caused $Keppel(BN4.SG) to drop quite a bit. Happy to continue my DCA.

Week 2 – My Portfolio Health Check

A big jump to my portfolio, thanks to $Olam(VC2.SG) darling.

1. Grateful to Olam's surge. I will start to take profit from $1.30 slowly, just like how I DCA this stock previously.

2. Sad that the rest of the stock have not really move much.

3. My next DCA target is $Genting Sing(G13.SG) and $Keppel(BN4.SG). Wish me luck.

$Olam(VC2.SG)Huat ah!!! You are my biggest gain this year, I'm proud of you. I believe you can deliver more. I will wait for you at $1.20 or higher. If you have this stock, do watch out and don't forget to take profit (celebrate small wins).

Week 1 – My Portfolio Health Check

1. My biggest holding, Olam, is doing well this week. It pushes my entire portfolio up.

2. Though I am hoping REITs will do well this week, but some results announced this week are slightly disappointing. I still believe REITs will improve moving forward when the interest rate drops.

3. Seatrium continues to hold up there. I believe there are more upsides especially when oil prices are expected to remain high for a while due to the Iran War.

The Monetary Authority of Singapore tightened the slope of the Singapore dollar's nominal effective exchange rate policy band on April 14 (the first rate hike in four years) and raised its 2026 inflation forecast to 1.5–2.5%; the government launched a support plan worth nearly S$1 billion.

This is the first time the Singapore government has responded to the impact of the Middle East conflict on Singapore's economic system.

Well not surprising isn’t it that MAS did what it did. It was just the responsible thing to do with the impending uptick in inflation.

Berkshire just doesn't feel the same after the legendary Warren Buffet retired. Without the old captain at the helm, there is nothing noteworthy of this entity, except it's sitting on a humongous pile of cash waiting to be deployed. The magic of the annual letter and AGM with the guru is gone, would anyone still go attend?

This week marks a turning point as Jerome Powell will hold his final Fed press conference. I am waiting to listen to his speech and understand his view before taking my trading position . We may see new Fed Kevin Warsh appear at Wednesday's meeting. His appearance and his comment will add value to investors.

I hope Powell stays on the Fed board after his term ends on May 15. His experience would be a great asset to help the new Fed navigate today's tough economic environment.

Powell stepping down at May, the future remain fairly unpredictable yet the indexes are testing new high, stay alert and have some cash bullet ready.

The helium shortage is causing a rally in memory and semicon space. This is one of the winner if the straits or hormuz remains closed. Get ready for more rally coming right up. Tailwind 100%

Inflation is going to start creeping in and rate hike is back in the book. The market is clearly overconfident and things will break soon. How can oil and equities rally at the same time?