Longbridge HK, US stocks community

Board lot cut to 10 shares minimum is good. But the current prices of Dbs, OCBC, UOB not that good as these are above their average PB ratio with DBS at highest 3. Even if you get a 4+% annual interest, once the share prices drop back by 30%, your dividend yield also dropped. Buy when there is discount, or at fair value, never buy at premium.

Looking at Team human at this level ,i think is highly undervalued .

Source: phil

$Keppel DC Reit(AJBU.SG)

Context:

Keppel DC REIT was an interesting one for me because of the data centre growth story. With AI and cloud computing getting more attention, the sector still has potential, but the share price also matters lah.

My trade:

I decided to sell my Keppel DC REIT shares and take profit. Nothing wrong with the data centre theme, just feel that it’s a good time to lock in my gains and keep some cash ready for other opportunities.

Takeaway:

Sometimes got profit, just take first 😂. Doesn’t mean the company is no good, but I rather wait for a better entry than chase the price. If it comes back to a level I’m comfortable with, can always consider buying again. 📈

Fun little touch for the iPhone Duo launch: Apple retail stores will have a system to customize the boot of the device with the buyer's name so it says "Hello, Mark" (for example) when it turns on for the first time. (US only, Duo only, English and Spanish).

Source: Mark Gurman

🚨 Meituan Down 31%: A Bargain in the Making or a Profit Trap?

Meituan has had a difficult year, with its share price falling 30.8% year to date to HK$71.50 as of 9 October 2026. But does the sell-off present an opportunity or is the market pricing in deeper problems?

📉 Valuation: Looks cheap but with a catch

Meituan’s price to book ratio (P/B) has fallen to 2.20x, near a five-year low. Its price-to-sales ratio is also around 0.97x.

The current trailing P/E is negative because the company reported losses. A low valuation does not automatically mean the stock is undervalued.

💰 Profit recovery is the key

Revenue continued growing, reaching HK$398.77 billion in FY2025. However, the company swung to a net loss of HK$25.53 billion. This is mainly due to Intense competition and subsidies in food delivery and instant retail remain major challenges.

Currently, Investors need evidence that profitability can recover sustainably.

⚖️ Regulatory risks add uncertainty

Beijing has opened an investigation into Meituan and three other travel platforms over suspected unfair competition and booking practices.

Currently, no news on the findings or penalties had been announced. Possible outcomes range from conduct changes to financial penalties or a more serious escalation.

🔍 What should investors watch?

The crucial questions are whether competitive spending eases, profits recover and the investigation remains limited in scope.

Meituan looks historically inexpensive on certain valuation measures but its future depends on earnings recovery.☺️ ( Looking at the weekly chart, Higher timeframe, it appears Meituan may have reached its bottom.)

Please refer to the infographic for the valuation figures, peer comparisons and three regulatory scenarios.

What do you think? Is this a potential turnaround story or a value trap?🤔

Not financially investment advice. Please do your own due diligence.

$MEITUAN(03690.HK)

yes all good for momentum with the board lot cut, more participation of varied market players is anticipated

It's the year 2026 and this is how we get into space. $SpaceX(SPCX.US)

Source: James Ellis

Taiwan AI power supply giant Lite-On Technology has inked a US$350 million (NT$11.06B) contract for construction of its plant in McKinney, Texas, aimed at high-voltage DC power racks and AI infrastructure production, media report, adding the contract is part of a US$919 million plan approved by Lite-On’s board in April. Lite-On’s 2026 capex plan is now NT$18 billion, versus NT$7 billion last year. #Texas #AI #liteon

Source: Dan Nystedt

$VanEck Gold Miners ETF(GDX.US)

Gold dipped at the start of the week amid a US Treasury bond panic before stabilizing.

I decisively bought into GDX, treating it as a gold futures proxy with 1.5-2x leverage. Not that it actually has leverage, but its volatility is 1.5-2x higher in performance.

I tend to favor it over pure commodities when trends are clear.

Of course, I also buy it in combination with others, using them as detectors for market sentiment.

Iggy’s Journal: The Dow and S&P 500 Are Back Near Tuesday’s Levels. The STI Closed Thursday 5.06% Below Tuesday’s.

Sat 10 Oct 2026 | Morning

The Numbers

Overnight, the Dow closed Friday at 51,654.95, up 0.83 percent, its largest one-day gain since 25 Sep per Dow Jones Market Data, and up 0.93 percent on the week. The S&P 500 closed at 7,811.54, up 0.59 percent, and the Nasdaq at 27,366.17, up 0.64 percent. The Associated Press attributes the advance to a rebound in technology shares and European equity gains, despite swings in the 10-year Treasury yield, which it puts at 5.24 percent. Brent settled at US$104.72, up 2.42 percent on the week per Dow Jones Market Data. USD/SGD is 1.2811 per Trading Economics.

In Singapore, the STI closed Thursday at 5,412.96, which is 5.06 percent below its 6 Oct close of 5,701.54. I do not have Friday’s SGX close at the time of writing. The S&P 500’s Friday close is 0.09 percent below its 6 Oct close and the Dow’s is 0.26 percent above it. SGX closes before the US session opens, so Friday’s rebound has not yet met a Singapore trading day.

DBS Group Research expects MAS to slightly raise the slope of the S$NEER band at its October policy statement, with the width and mid-point unchanged, according to a note reported by VibeTrader.

My Personal Take

A weekly wrap I read gave 5.9 percent for OCBC and 4.7 to 5.2 percent for DBS and UOB. Against the daily closes, the 5.9 percent is OCBC’s fall on Wednesday, and the 4.7 and 5.2 percent are DBS’s and UOB’s falls on Thursday. Numbers from two different days sat under one weekly label. From the 2 Oct close to Thursday’s close, I get OCBC down 8.4 percent, UOB down 6.6 percent and DBS down 4.4 percent. I now check which period a number covers before I check the number.

Not financial advice. Iggy’s Forensic Compliance Standards apply.

$DBS(D05.SG)DBS shares have experienced quite a huge drop recently, and honestly it makes me feel a little nervous seeing my investment drop quite a fair bit.

I believe in DBS’s strong fundamentals and consistent performance. Short-term market volatility is part of investing journey.

My take is I will stay calm, hold through the volatility and remain focused on the long term. I believe patience and conviction will help me come back stronger and I’ll continue investing steadily when opportunities arise for sure.

Create an 8-second realistic cinematic video of a young Somali man and a beautiful young Somali woman sitting together in a peaceful romantic setting. They are having a sweet conversation about their love and relationship. The couple should look natural, happy, and deeply in love.

Dialogue in Somali:

Boy: "Macaaney, jacaylka aan kuu qabo ma dhammaanayo waligiis."

Girl: "Anigana qalbi, adiga ayaa ah farxadda iyo mustaqbalkayga."

Important instructions:

- Both characters must speak fluent Somali language.

- Use accurate Somali lip-sync.

- The boy speaks first, followed by the girl.

- Natural facial expressions and romantic eye contact.

- Soft romantic background music.

- Realistic lighting and cinematic camera movement.

- Duration: exactly 8 seconds.

- No English dialogue, no subtitles, and no extra characters.

$Okta(OKTA.US) buyers spotted stepping into the $250C for 02/19, aggressively loading up with over $1M in premium.

Contrary to what many on X believe, I am not a $Tesla(TSLA.US) hater. From 2019-2023, $Tesla(TSLA.US) was my largest position. In investing, valuation vs price has to matter and if you’re not regularly calculating the difference, you’re not a serious investor. My issue with $Tesla(TSLA.US) now is that price seems high relative to my estimate of value, so I either wait for future earnings and cash flows to move higher (they are declining right now - see below), or for the stock price to move lower to become attractive again.