Crazy rich

DBS Is Betting Big on Wealth Management. Here Is Why That Makes Sense for Singapore Investors

$ASML(ASML.US)  just announced 1,000 watt EUV light source, boosting wafer output 50% by 2030 . Stock hit new 52-week high $1,493 yesterday on 1.28M volume . Market finally waking up to the fact that Moore's Law isn't dead, it's just powered by Dutch wizardry

STI through 5,100 and printing record territory 🇸🇬 our boring index finally having its moment, led by the three banks and Singtel. boring is beautiful when it pays dividends and still goes up

A useful lesson from SIA today: GAAP net profit can be a misleading single-metric for valuation. Three rules for reading airline earnings: (1) always strip out one-off gains/losses to assess underlying operations; (2) operating cash flow is more reliable than net profit; (3) seasonality matters — H2 typically benefits from peak travel periods, so the comparison should be apples-to-apples. SIA's H2 print looks worse than the underlying business performance

Singtel -5.4% on outage is a buying opportunity if you believe network reliability is fixable. Core business unchanged

From a risk perspective, the core issue for $Circle(CRCL.US) remains the sustainability of its stablecoin business model. The market has recently begun discussing the impact of profit structure and the interest rate environment

OpenAI plants its first overseas AI lab here, SGX just became SEA's biggest market. Singapore is quietly becoming the AI and capital hub of the region. Bullish on SG-listed tech plays🇸🇬🔥

$Wilmar(F34.SG) just announced a 50:50 joint venture with TGI Group, combining their operations across Nigeria and Benin into a single Singapore-headquartered holding company. The combined platform targets an addressable market of more than S$15.26 billion across agriculture, food manufacturing, and distribution, with completion expected by end 2026. But what does this actually mean for you as a Singapore investor? Think of it like expanding from a mature heartland estate into a fast-growing new town. West Africa is one of the highest population-growth food markets in the world, and Wilmar is using a local partner for distribution and brands rather than building from scratch. That is a sensible, capital-light way in, and the long-term demand story is real. Here is the catch. F34 is running two narratives at once. The growth story is this JV. The overhang is the unresolved Indonesia legal and investigation issue, which the market has not forgotten. Good news on Africa does not erase the Indonesia question, and that is partly why the stock has not run on the announcement. What I would watch from here: execution and currency risk in West Africa where conditions are tougher than the headline market size suggests, the Indonesia front which is the bigger near-term swing factor for sentiment, and whether the JV actually closes on schedule by end 2026. For income-focused local investors, Wilmar stays a long-game agribusiness holding, not a quick trade. The Africa JV improves the long-term story. The Indonesia cloud is what keeps it cheap. 🇸🇬

Seatrium's Q1 2026 Update: Seven Years of Revenue Visibility, and Margins Finally MovingSeatrium's first quarter 2026 business update delivered exactly what long-term investors needed to see: steady execution, legacy project clearance, and an order book that keeps growing. The headline number is a net order book of SGD 15.5 billion across 24 projects, with revenue visibility stretching to 2033. For a company that spent the better part of three years absorbing painful legacy project losses, seven-plus years of forward visibility changes the risk profile in a meaningful way. Two legacy projects were delivered this quarter: TSHD1 Frederick Paup and WTIV1 Maersk Viridis. Each delivery removes a drag on margins and moves the earnings picture closer to a clean run rate. CEO Chris Ong's comment about being "well-positioned to deliver further gross margin improvements" is not management-speak here. It's backed by a shrinking legacy project count quarter after quarter. The pipeline picture adds another layer: >SGD 28 billion in opportunities over the next 24 months, diversified across Oil & Gas, Offshore Wind, and Conversions. That breadth matters. If oil stays elevated (Brent is above USD 93 right now), O&G capex remains supportive. If energy transition accelerates, Offshore Wind converts pipeline into backlog. Seatrium doesn't need to bet on one macro outcome. What retail investors should watch going forward: Gross margin trajectory each quarter as the remaining legacy project count shrinksOffshore Wind as a growing share of new order intake (this is the long-cycle growth driver)Divestment proceeds deployment — the leaner balance sheet is now focused on executionSeatrium is not a dividend yield play right now. It's a recovery and quality-of-earnings story. The order book tells you the revenue is coming. The margin trend over the next two full-year results will tell you whether the turnaround is real.

$Coinbase(COIN.US)  Is this stock the after-hours beast? Any long-term holders here willing to share their thoughts?