Salesforce could be the next one up in the AI arms race.The latest 3Q 2025 (3Q 2026 according to Salesforce financial calendar) results showed one key development investors are excited about.Agentforce and Data 360 annual recurring revenue doubled.Source: $CrowdStrike Holdings, Inc.(CRWD)$ 3Q 2026 PresentationThis development is important as it underscores what are its customers’ demand for its AI services moving forward.Agentforce is an AI-powered platform that helps companies optimise their business processes.Meanwhile, Data360 is its cloud services for data gathering and analysis.If you think about the capabilities of AI technologies, Salesforce is best thought of as the commercialization of AI in business processes.It has huge business potenti

📌 $Wee Hur(E3B.SI)$ : Strong Revenue Growth, Strategic Reinvestment and Dormitory Expansion📈 Revenue Up 43% YoYWee Hur Holdings reported a 43% increase in 1H2025 revenue to S$156.0 million, driven by a one-off performance and disposal fee from the partial sale of its PBSA Fund I to Greystar, alongside robust progress in its Singapore property development arm.Gross profit surged 89% to S$84.3 million, lifting margins to 54.1%, while adjusted net profit climbed 164% to S$61.7 million.🏗️ Construction Order Book at Record HighThe Group’s construction order book hit an all-time high of S$629 million, boosted by two new HDB projects worth S$439.4 million secured in May 2025. This positions Wee Hur to capture sustained demand amid Singapore’s public ho

1.How do you measure whether a company is generating its revenue efficiently?One metric stand out - Revenue per employee.What is it?To put it broadly, it is the total revenue of a company divided by how many employees it has.For example, if company A has 100 employees and generated SG$10 million, then the revenue per employee is SG$100,000.How is it useful?It enables investors to determine whether a company is being productive and efficient at using its labour force to generate revenue.A low revenue per employee shows that the company might be hiring too many.A high revenue per employee shows that it is being efficient at doing so.However, this is just one way of looking at this.There are companies which have low revenue per employee but actually generate high profits. They could be food &

📌 OUE REIT: Resilience and Capital Discipline at the Core📈 DPU Growth Amid Soft HospitalityIn 1H 2025, OUE REIT’s distribution per unit rose 5.4% YoY to 0.98 cents, supported by strong commercial performance and effective capital management. Core DPU, excluding capital distribution in 1H 2024, grew an even stronger 11.4% YoY.🏢 Commercial Segment StrengthCommercial (office & retail) revenue increased 3.6% YoY to S$86.1 million, with NPI climbing 5.1% YoY to S$65.2 million on a like-for-like basis. The portfolio achieved committed occupancy of 95.5%, while average passing rent rose 0.8% QoQ to S$10.86 psf/month. Office lease renewals were healthy, posting rental reversion of +9.1% in 2Q 2025.🛍 Mandarin Gallery MomentumMandarin Gallery maintained occupancy at 99.0% and achieved stellar re

$UnitedHealth(UNH)$ I would never have expected this. Warren Buffett just added about 5 million shares to UnitedHealth Group to bring his stakes’ worth to US$1.6 billion.We all remember what happened to its ex-CEO, Brian Thompson, and the social media firestorm that came with it.But Warren Buffett might have seen something worth considering.Firstly, UnitedHealth’s valuation is very cheap now. It is trading at a price-to-earnings ratio of 12.9 times compared to its historical average of 26.2 times.Share price has also dropped to a low of US$234 in July 2025, before news of Buffett’s purchase of the company’s share sent the stock flying to US$304 recently.Secondly, despite the social media firestorm, UnitedHealth’s revenue did grow by 9.8% and 12.9%

Big news from the week! $S&P 500(.SPX)$ United States non-farm payroll employment for May and June 2025 has been revised down by 258,000 from 291,000 previously to 33,000 currently.If you are scratching your head now wondering what is this, you have come to the right place!Don’t let the fancy name distract you.Non-farm payroll employment just means how many Americans have a job in the U.S. excluding the agricultural sector.It covers about 80% of the American workforce, and is an important economic indicator for investors to follow asIt describes the state of the U.S. job marketRelates directly to whether Americans have a job and are they spendingThe statistics is provided by the Bureau of Labour Statistics (BLS), and is revised twice throughou

📌 $Dezign Format(UZF.SI)$ : Riding the Wave of Experiential Growth Ahead of SGX IPO📈 Strong Revenue and Profit TrajectoryRevenue surged from S$18.3 million in FY2022 to S$33.4 million in FY2024, reflecting a 35.3% CAGR, while net profit more than tripled to S$5.0 million over the same period.Gross profit margins stayed resilient at 36–39%, with net margins climbing to 15%, showcasing strong cost discipline and operational efficiency.🌍 Diversification Through Immersive Experiences (LBE)The Group has moved beyond conventional design-and-build services, stepping into Location-Based Entertainment (LBE) with proprietary IP projects like DinoQuest and The Beethoven Experience.It is also targeting new revenue streams through ticket sales, licensing, an

📌  $StarHub(CC3.SI)$ : Resilience Amid Transformation📊 Service revenue totalled S$464 million in Q1 2025, flat YoY, held back by timing issues in the cybersecurity arm, Ensign, while broadband revenue rose ~5% and regional enterprise grew ~10%.📉 EBITDA came in at S$100 million, constrained by mobile gross profit declines due to subdued roaming and mobile services, although cost savings initiatives and enterprise momentum partly offset headwinds.📦 Strengthened balance sheet with net debt/EBITDA at just 1.26x - well below the regional telecom average - continuing to provide optionality for organic investment or potential acquisitions.🚀 Ensign cybersecurity business generated nearly S$400 million in trailing revenues (~15% of group revenue) bu

📌 Centurion Corporation: Turning Dormitory Scale into REIT Growth $Centurion(OU8.SI)$ 📈 Revenue MomentumFY2024 revenue climbed 22% YoY to S$253.6 million, driven by stronger rents across dormitory and student assets and near-full 99% occupancy in core Singapore sites.Gross margin widened five points to 77.1% thanks to utilities contracts locked in at lower rates and tighter vendor management. Management guides for another high-teens top-line lift in FY2025 as new beds come on-stream.💰 Core Earnings SurgeExcluding revaluation gains, operating net profit jumped 45% to S$110.8 million, while headline NPAT more than doubled to S$344.8 million after a S$219.1 million fair-value uplift. Free cash flow improved to S$92 million, supporting both capex an

Well, $NVIDIA(NVDA)$ just got a BIG news this week.Donald ‘Tariff’ Trump has agreed to let Nvidia export its chips to China. And that could be huge for Nvidia, and other countries that are closely related.And by closely-related, I mean $Taiwan Semiconductor Manufacturing(TSM)$ , which supplies a lot of the chips to Nvidia.This week, we take a look at these developments and how Nvidia and TSMC could be on the cusp of a meteoric rise.Do you know what’s the surprising thing?About 18% of Nvidia’s revenue comes from Singapore, with 13% and 16% coming from China and Taiwan respectively.I am sure you all would have heard about the fact that the Trump has allowed Nvidia to sell its chips to China again.While we ha

$Lum Chang Creat(LCC.SI)$ has launched its IPO on Catalist and its public offer (1mil shares at S$0.25) is over 47.3 times oversubscribed!Its specialist focus and rapid growth have made the listing one to watch for small-cap investors.1. A niche leader in urban-revitalisation fit-outsLCC specialises in conservation, luxury retail and hospitality projects that demand heritage compliance and premium workmanship.This focus secures repeat work from government agencies, hotel chains and private developers, giving it meaningful scale without razor-thin margins.2. IPO structure and proceedsThe offer comprises 49 million shares at S$0.25, raising S$12.25 million.Only 1 million shares are for the public, while 48 million go to institutional and accredite

📌 𝐔𝐧𝐢𝐭𝐞𝐝 𝐇𝐚𝐦𝐩𝐬𝐡𝐢𝐫𝐞 𝐔𝐒 𝐑𝐄𝐈𝐓: 𝐑𝐞𝐦𝐚𝐢𝐧𝐢𝐧𝐠 𝐑𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐭 𝐢𝐧 𝐚 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐅𝐢𝐫𝐬𝐭 𝐖𝐨𝐫𝐥𝐝📦 1Q 2025 SnapshotGross revenue was US$18.1M, and distributable income came in at US$6.3M, down just 1.4% YoY. This decline was largely due to divestments. On a like-for-like basis (excluding divested assets), gross revenue actually rose 3.2% YoY - driven by new leases with Trader Joe’s and Dick’s Sporting Goods, plus rental escalations. $UtdHampshReitUSD(ODBU.SI)$ 🏬 Divesting Non-Core AssetsThe REIT sold off its Lowe’s, Sam’s Club, and Albany Supermarket properties over the past year. These were lower-yielding assets. The proceeds helped reduce gearing and created room for future acquisitions aligned with the REIT’s focus on grocery-anchored, necessity-based retail.🛒 Portf

📌 $Zixin(42W.SI)$ : Ramping Up Growth via Higher-Margin Processed Snacks🍠 Record FY2025 earnings beat expectationsZixin reported FY2025 PATMI of RMB42.7m, a 220% YoY surge beating analyst forecasts by 22%. Revenue grew 33% YoY to RMB278m, driven by stronger sales of fresh sweet potatoes (+72%) and improved margin contribution from processed food and seedlings.🏭 Major capacity ramp-up underwayThe group is spending ~RMB60m in CAPEX to more than double its annual production capacity of value-added sweet potato products from 13,700 to 35,000 tonnes. Cold storage expansion will increase shelf life, enabling price optimisation and access to e-commerce and supermarket channels beyond Liancheng.🥔 Processed snacks gain traction with higher marginsZixin r

I can’t describe that excited thrill of getting a Labubu doll from one of the blind boxes from Pop Mart.Do I have a problem? I don’t know.But I can’t get enough of it!This week, I am covering Pop Mart International and how it has defied the odds. Furthermore, I take a look also at U.S. banks making a big push up.I sent out thousands of emails to investors to keep my company afloat in 2012. Only one replied, and gave me 2 million yuan. It was Mai Gang.- Paraphrased from Wang Ning, the CEO of Pop Mart International.It’s crazy to think that Pop Mart is as big as it is now.What started off as a niche designer toy seller has exploded into the cultural scene across China and the world.On 12 June 2025, Pop Mart launched a new line of collectibles for its Labubu …And sold out within seconds online

$DFIRG USD(D01.SI)$ 📌 DFI Retail - Resilience & Strategic Repositioning📈 Revenue & Underlying ProfitRevenue declined 3% YoY to US$8.87 b in FY2024, impacted by higher tobacco taxes in Hong Kong and the exit from certain underperforming markets. However, underlying profit surged 30% YoY to US$201 m, with EPS rising from US¢11.49 to US¢14.91, reflecting effective cost management and margin recovery.📉 Non‑Trading Charges & Net LossThe group reported a net loss of US$245 m due to US$445 m in non-trading impairments, primarily from goodwill write-downs in Macau and Cambodia, and a fair value loss on its former Robinsons Retail stake. These charges, while non-cash, overshadow an otherwise strong operating performance.📦 Portfolio Simplifica

$Bumitama Agri(P8Z.SI)$ : Margin Momentum & Dividend Yield in Focus📊 Revenue Momentum1Q25 revenue climbed 19% YoY to IDR 4.59 trillion, driven by resilient benchmark CPO prices and a normalised production base after last year’s supply spike. Management notes the quarter represents the seasonal low-crop period, signalling room for stronger volumes into 2H25.💹 Profit & Margin LiftEBITDA surged 36% YoY to IDR 1.01 trillion with margin expanding to 22%, while net profit jumped 51% to IDR 495.9 billion. Improved cost discipline and higher extraction rates cushioned fertiliser-related cost pressures, placing the group ahead of street FY25 run-rate assumptions.💼 Balance-Sheet StrengthFull repayment of a term-loan facility in March 2024 slashed

$Starbucks(SBUX)$ “I will have a pumpkin spice latter, double pump of sugar, no foam please”“Sir, this is a Wendy’s. Starbucks is next door”Starbucks could be back. This week, I am looking at why the company had 5 consecutive quarters of declining profits, and how it’s trying to get back to the old Starbucks of before.It’s no secret that Starbucks has been struggling. I still remember I used to chill at a Starbucks to talk with friends and colleagues, sipping on hot latte.But that’s not the Starbucks that you know now.In recent years, Starbucks shifted to having less seats and made things minimalistic. They don’t want you to sit down and enjoy because space and rent are expensive.Instead, they want you to buy a coffee to go and leave.It doesn’t he

$SATS LTD.(S58.SI)$ : Synergy-Driven Earnings Rebound Sets Stage for Dividend Comeback📈 Revenue MomentumFull-year revenue climbed 13% YoY to S$5.82 billion. Gateway Services grew 10.6% while Food Solutions surged 22%, supported by higher travel volumes, healthy inflight catering demand and resilient e-commerce cargo. Group turnover is now above pre-pandemic peaks, underscoring management’s scale advantage.💰 Profit ReboundPATMI leapt to S$243.8 million from S$56.4 million, driving net margin up to 4.2%. The bottom-line swing reflects synergy capture, disciplined price resets and a waning drag from one-off integration costs. Management guides for continued earnings traction as legacy amortisation tapers in FY26.🏋️ EBITDA & MarginsEBITDA advanc