koolgal
04-02
🌟🌟🌟March was supposed to be the month of dour faces and checking our portfolios with one eye closed.  But then there are $AEM SGD(AWX.SI)$ $ST Engineering(S63.SI)$ and $Keppel(BN4.SI)$ , acting like they did not know that the market was having a meltdown.

AEM is having a party, surging over 90% because it finally realised that AI is the magic word that makes investors excited and throw money at it.

ST Engineering is sitting on a SGD 32 billion order book, which is more security than my front door lock.

Keppel is a sleek new infrastructure machine that forgot it used to be an oil rig company.

I am lucky to be invested in ST Engineering and AEM.    It is a great feeling to know that they are doing well and has helped me to balance out the other non performing stocks in my portfolio.

May April be the month where the Peace Rally becomes a permanent residency & a market that shines brightly.

@Tiger_SG @Tiger_comments @TigerStars @TigerClub @CaptainTiger

DBS Flat: Will Defensive Rotate Out of SGX?
DBS Group closed nearly unchanged at SGD 57.26 as the U.S.-Iran ceasefire materially lifted global risk appetite, temporarily reducing the relative appeal of defensive assets β€” though DBS's robust dividend profile and growing regional wealth management franchise continue to underpin valuation support. The stock's defensive characteristics on SGX during periods of extreme geopolitical risk were once again validated. With the ceasefire rally in full swing, will capital accelerate its rotation away from SGX defensive names and back into U.S. growth equities?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • stomachooo
    04-02
    stomachooo
    Solid picks! AEM and ST Engineering riding the wave. Keep it going! [εΌ€εΏƒ]
    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
    • koolgal:Β 
      May you have a winning week ahead πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      Happy Easter 🐰🐰🐰🐣🐣🐣
    • koolgal:Β 
      Appreciate your positive feedback πŸ₯°πŸ₯°πŸ₯°
    • koolgal:Β 
      Thanks 😊😊😊
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