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當前總資產規模位於 Top 50%
基於長橋（新加坡）綜合賬戶計算

資產規模

Ragul97

$Wilmar(F34.SG)- Signs of Stabilisation After Recent WeaknessWilmar edged up 0.54% to close at $3.72, after opening at $3.70 and trading within a narrow range of $3.67–$3.73. The tighter price action suggests selling pressure has eased with buyers gradually returning to support the stock after its recent pullback.While near term momentum remains neutral, Wilmar's fundamentals continue to provide support. The stock trades at an attractive P/B of 0.82 with a diversified agribusiness portfolio, resilient consumer food business, and stable cash generating operations. Improving palm oil prices, stronger refining margins, and a recovery in regional demand remain potential catalysts for the second half of the year

Singapore stocks remained resilient as the benchmark index traded near record highs supported by strong export demand and continued AI driven growth. Corporate asset recycling and healthy fundamentals continue to boost investor confidence despite higher utility costs weighing on consumers. While global volatility may keep markets cautious the overall outlook for Singapore equities remains constructive

$STI ETF(ES3.SG)SPDR STI ETF remains structurally bullish but is currently cooling after a strong run-up. As long as support around recent consolidation levels holds, this looks more like healthy consolidation than a trend reversalA clean break above resistance would likely signal a new phase of upside momentum in price action

Micron Technology remains well positioned for long-term growth as AI infrastructure spending, strong HBM demand, and favorable memory pricing continue to act as powerful tailwinds.With expectations running high ahead of earnings, the stock’s next move will likely depend on management’s guidance rather than the reported results alone

AI memory boom remains strong but with 80%+ margins and lofty expectations sustaining this pace of growth may become more challenging.If AI infrastructure spending keeps accelerating, Micron may still have upside

AI storage theme remains compelling as larger and more sophisticated AI models continue to drive demand for high-performance memory, storage and data management solutions. This provides a strong long term growth tailwind for companies exposed to AI infrastructure. However, after the sector’s significant rally, investors should expect periods of consolidation and heightened volatility, even as the underlying growth outlook remains intact.

$Seatrium(5E2.SG) Strong Momentum Rebound 🚀 Seatrium with strong volume and broad buying interest supporting the move, signaling improving short-term momentum after recent consolidation and increasing confidence in a potential recovery continuation.Now attempting to rebuild a stronger bullish structure with buyers defending intraday pullbacks aggressively while market sentiment improves ahead of upcoming earnings catalysts

Geopolitical risks from war, oil shocks, and inflation are easing, shifting attention back to AI as demand continues to surge.Market is now more selective AI winners will be those that combine growth with strong execution, profitability and clear earnings visibility.

$Amova STI ETF SA(GAB.SG)successfully holding above the key 5.00 level. Movement is stable but slightly slower compared to ES3, indicating it is following the trend

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

$Apple(AAPL.US)surged higher after earnings and maintaining strong bullish momentum near key resistance levelsStrong fundamentals, resilient earnings and continued AI optimism continue to support the broader uptrendBreakout above $288 could trigger the next leg of upside momentum 🚀 

$CapLand IntCom T(C38U.SG) trending gradually higher on solid distributions. Momentum is moderate price holding on support level. Looking for steady gains big moves

$SingTel(Z74.SG)- Optus Secures Long-Term Funding at Attractive RateSingtel’s Australian unit Optus Finance has priced S$200 million of 10-year notes due 2036 at a 2.84% coupon, securing long-term funding while strengthening its financial position. The deal reflects continued access to favourable capital markets, with proceeds swapped into Australian dollars to support operations, enhance liquidity and flexibility, reduce refinancing pressure over time, and signal confidence from debt investors in Optus’ credit quality. While not a near-term earnings catalyst, the issuance reinforces the stability of Singtel’s Australian business and supports long-term growth, with investor focus likely shifting to contributions from Optus, Airtel, AIS, and regional associates as future drivers, even as the move strengthens the group’s financial foundation without immediate share price impact