苏36
11-11
The interesting signal here is the contrast between insider confidence and institutional caution.

Across five sessions, directors and CEOs reported 21 acquisitions against five disposals, while substantial shareholders recorded seven acquisitions and zero disposals. Meanwhile, institutions withdrew S$140.9 million.

Three names stand out. Aspial Lifestyle shows continued chairman accumulation. Frencken offers an interesting signal from its chairman amid potential industrial recovery. Mi Material is particularly compelling: nine-month revenue already exceeded FY2025 revenue, with significantly improved profit margins.

However, insider buying is a confidence indicator, not a guaranteed return signal. Some purchases remain relatively small compared with existing holdings.

My takeaway: follow insider activity, but let earnings growth, cash flow and valuation determine whether a stock deserves your money.

@SGX_Stars [龇牙]

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

We need your insight to fill this gap
Leave a comment