EML17
EML17
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13:45
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10:13
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10:12
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05-05
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05-05
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05-04
Sell for profit taking
avatarEML17
05-04
$Olam Group(VC2.SI)$ Sell for profit taking 
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02-26
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01-30
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01-30
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01-30
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2025-12-16
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2025-10-23
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2025-10-21
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2025-09-26
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2025-09-10
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2025-09-09
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2025-08-28
$Wilmar Intl(F34.SI)$ Profit taking. Will monitor when go back in again. Stock price is undervalue consider the asset value of subsidiary and main company combined 
avatarEML17
2025-08-02
Ttytxf$Sasseur Reit(CRPU.SI)$ @100m  $JD-SW(09618)$    hcuiubjijij jh[Cool]  [Miser]  [Miser]  [Sly]  [What]  [Happy]  b
Tesla Ordered by Florida Jury to Pay $243 Million in Fatal Autopilot Crash
avatarEML17
2025-04-24
$Sasseur Reit(CRPU)$  ‌ https://www.dbs.com/content/article/pdf/AIO/042025/250415_insights_singapore_reits_fortune_rewards_the_brave.pdf Out-of-favour S-REITs with mis-priced risk present an opportunity. A FY25F 6.7% yield (between -1 to -2SD) level implies that earnings risks are substantially priced in. Even at an assumed further 15% cut in distribution rates, we see opportunities to pick up names within overseas retail, industrial, and office that face near-term earnings risk that would be likely priced in. Longer term investors could see strong alphas in the likes of MPACT, Sasseur, FEHT, and FLCT.

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