Longbridge HK, US stocks community

U.S. stocks were set to rebound as Brent crude fell 1.5% to $103 after Trump said the U.S. would not attack Iran before the midterms amid productive talks, easing oil worries. The 10-year yield rose to 5.24%; chip stocks gained. OpenAI’s expected $70 billion-plus year-end revenue target boosted AI investment sentiment. S&P 2026 EPS estimates of $367 imply a 21.2x P/E and 4.7% earnings yield, inverted versus Treasuries as in the late-1990s peak. Yields likely to fall by year-end as the Iran conflict ends, resolving the equities vs bonds valuation disconnect. Tesla remains rich at a 230x 2026 P/E multiple vs +45% long-term earnings growth amid declining earnings estimates and the continued commoditization of autonomy.

$Marvell Tech(MRVL.US)

POST for 9/10/26

1️⃣ Since my past purchases from early June pricing ranging from USD247, the stock has been volatile but has generally been supported by strong AI related demand, customer silicon programs and data Center networking growth. Marvell continues to benefit from hyperscaler AI spending and has raised its longer term growth outlook.

2️⃣ Just last few days, added another position USD289.The company has since spread its custom chip business across multiple hyperscalers, the giant cloud operators buying AI hardware by the data Center full. that includes Google with which Marvell disclosed an Aug agreement that could generate up to USD120 bun in sales through FY2033 if performance milestones are met.

3️⃣ Over the next few quarters, the key drivers remain AI data Centers,custom ASIC ramps, optical networking and cloud demand. While valuation and execution risks remain, revenue growth and bookings trends continue to point toward a constructive medium term outlook.

$GLD SG(GSD.SG)

Post 4 Ep. 24

Context: What interests me about gold today is the changing relationship between government bonds and safe-haven demand. Traditionally, rising bond yields have been negative for gold. But when those yields rise because investors are increasingly concerned about government debt, fiscal sustainability and monetary credibility, the picture becomes much more complicated.

My trade: I continue to view my GLD SG position as exposure to that broader monetary uncertainty. The recent pullback despite strong global gold ETF inflows reminds me that short-term price action and longer-term investment demand don’t always move together. Rather than chasing every rally or reacting to every correction, I prefer maintaining a measured allocation while watching how these macro forces develop.

Takeaway: Gold’s appeal may increasingly extend beyond inflation protection or falling interest rates. When confidence in traditional safe-haven assets begins to weaken, an asset with no issuer and no sovereign credit risk becomes particularly interesting. Sometimes what gold doesn’t depend on is precisely what makes it valuable.

@Captain's Treasure

Iggy's Journal: Crystal Jade's Holding Companies Are in Receivership, but the Restaurants Are Open. What That Means

Thu 08 Oct 2026 | Midday

The Numbers

On 30 Sep, receivers from Kroll were reported over two Crystal Jade holding companies, one in Singapore and one in Hong Kong. Little Big Red Dot reports that the restaurants remain open and that key members of management continue to oversee operations. Mothership counted 13 Singapore outlets remaining after five closures in 2026, with the company calling those closures part of an ongoing review of its outlet network.

The reports I read do not state the debts, the lenders, or why receivership was the route chosen. Crystal Jade has no listed shares, so there is no share price to watch. The new episode is about reading any announcement like this one.

My Personal Take

I put my own three questions to the reports first. On what happened and to which entity, the reports give a clear answer: receivers over two holding companies. On reasons, the receivership has none stated, and the closures have one stated by the company. On where anyone stands in the creditor line, I cannot place anyone, because no figures are reported. Two of three answered, and the third is the one that decides who is affected.

📺 YouTube https://youtu.be/Oo0LHAFHV2Q

📩 Substack https://investingiguana.com/p/crystal-jades-holding-companies-are

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

$SpaceX(SPCX.US)Context: SpaceX has shown a nice recovery recently, with the price moving higher after spending some time trading sideways. It’s encouraging to see the momentum picking up again.

My trade: I’m still holding my SpaceX position, with the market price now at 166.115 compared to 148.640 in my previous update. I haven’t made any changes to my holdings and prefer to stay invested while watching how the price develops.

Takeaway: Patience seems to be paying off so far. I’ll continue monitoring the momentum and avoid making unnecessary decisions based on short-term fluctuations. @Captain's Treasure

$2 million sounds like “I’m set for life.”

I bought $CapitaLandInvest(9CI.SG) at S$3.09 on 14 February 2026. At the time, I was interested in the company's exposure to real estate investment management and its potential for recurring fee income and long-term growth.

I decided to continue holding the stock despite the share price falling from my entry price of S$3.09 to around S$2.48 today

The share price decline has been uncomfortable, but I do not want to make an emotional decision simply because the stock has fallen below my purchase price. At the same time, I should not hold a stock indefinitely just because I want to recover my original entry.

My biggest lesson from this investment is to separate the stock's purchase price from its future potential. Going forward, I want to focus more on the company's fundamentals, earnings, dividend sustainability and growth prospects, rather than letting my entry price determine my decision.

$Lion-phillip S-Reit(CLR.SG)

Context:

I noticed that S-REIT prices had declined compared with my previous entry, and I saw the lower prices as an opportunity to gradually build up my position through dollar-cost averaging (DCA). Rather than trying to predict whether the market had already reached the bottom, I wanted to take advantage of the price weakness and continue investing based on my longer-term view of the sector.

My thinking was that the decline in price could provide a more attractive entry point, especially if the underlying properties and distributions remained relatively stable. Although I was aware that S-REITs could continue to face pressure from interest rates, financing costs and market sentiment, I preferred to add gradually instead of committing a large amount of capital at once.

My trade:

I added to my S-REIT position because the price had dropped and I wanted to DCA at a lower price. My main reason for adding was to reduce my average cost while increasing my exposure to the potential distribution income and longer-term recovery of the sector.

I did not want to invest too much capital in a single purchase, as the price could continue falling in the short term. By adding a smaller amount, I could maintain flexibility to make further purchases if the market declined further. This allowed me to follow my longer-term investment thesis without relying too heavily on trying to time the market.

Takeaway:

Next time, I would set clearer DCA levels and position limits beforehand so that I can add systematically based on my investment plan rather than simply buying because the price has fallen.

$Sembcorp Ind(U96.SG)

Background: Asian equities are generally softer amid higher yields and concerns over rising corporate debt. That's why all dropping today.

My trade: Bought at an average cost of $5.752.

Takeaway: Can hold lah. The entry is quite reasonable, and I wouldn’t rush to sell just because earnings dipped. Alinta + Singapore power demand + new capacity should support the longer-term story.

Won't chase aggressively at much higher prices. Will wait for $6.50–7.00 range before considering taking profit.

Wife, wealth, sons, prosperity, and longevity — the five blessings of the secular world

Makes sense🤔

$PropNex(OYY.SG)

Context:

PropNex is one stock I’m quite comfortable holding. Singapore property market still got activity, and I like that this is a business I can understand without needing to overcomplicate things.

My trade:

I’m still holding my PropNex shares. Even if the price moves up and down, I’m not too bothered. As long as the business continues performing and the dividend is there, I’m okay to hold.

Takeaway:

For me, this one no need to keep touching lah 😂. Buy, hold and collect the dividend while waiting for the business to grow. If the price gives a good opportunity to add more, then maybe I’ll consider.

OCBC down 10% in two days after Citi sell call with DBS and UOB sliding is classic capitulation, not fundamentals. US 10Y touching 5.35% is peak yields, banks actually earn more NIM here. This washout on 10-share lot launch week is a gift entry for 6% yield.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $NVIDIA(NVDA.US) NVIDIA-backed FirmusGrid IPO stalls; $5.5bn deal faces price-cut or cancellation risk

Micron US Stock rises despite its fell compared to other US Stocks.

Local Straits Times and banks’ stocks decrease.

Hong Kong stocks - Hang Seng Tech, Alibaba and Tencent stocks lower.

Hope the companies can improve again.

$ThaiBev(Y92.SG)$BetaShares Holdings Pty Ltd.(YANK.AU)$BetaShares Holdings Pty Ltd.(YANK.AU)$BetaShares Holdings Pty Ltd.(YANK.AU)