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avatarSGX_Stars
03-29 18:00

Q1 2024 | Why Yangzijiang Shipbuilding Lead the Market this Week?

As of the close on Thursday, $Straits Times Index(STI.SI)$ closed at 3,224.01 points, down 0.50% points in Q1 2024.During Q12024, $YZJ Shipbldg SGD(BS6.SI)$, $Riverstone(AP4.SI)$, $Sri Trang Agro(NC2.SI)$, $Bumitama Agri(P8Z.SI)$ and $Wing Tai(W05.SI)$ are the top 5 weekly gainers, up 28.19%, 23.12%, 19.67%, 13.22% and 9.30% respectively.Below are key analyses of the TOP 5 gainers:1. $YZJ Shipbldg SGD(BS6.SI)$ E
Q1 2024 | Why Yangzijiang Shipbuilding Lead the Market this Week?
$Goldman Sachs(GS)$ is out with a pretty negative sounding note on $Sea Ltd(SE)$ . Note that the stock has been weak post EPS and saying that both Tiktok and Shopee increased promotions. However - Shopee is the most aggressive with promotions[Smart][Smart][Smart], doing 3x of what Tokopedia does in an homogeneous market.
avatarXianLi
03-26
$Sea Ltd(SE)$ It would be a great time for an announcement about Free Fire being available once again in India. That would light a fire here...not a free fire, a lucrative fire.[Smart][Smart][Smart]60 by end of week Garena stabilizing, Shoppee a beast, Sea Money profitable. This is significantly undervalued[Miser][Miser]Long for $Sea Ltd(SE)$ !!!Why Is Sea Limited (SE) Stock Rallying 40% Today ...
$Sea Ltd(SE)$ It looks hot for a reversal.Not sure about 60 this week. Would take some significant market cooperation. But doable for next week. Do I know that? Of course not. Don't let anyone tell you otherwise. But this is undervalued for all the reasons bulls understand all too well. GLTA bulls.[Miser][Miser][Miser]
$Sea Ltd(SE)$ Exponential growth ahead be patience as stock turns over…remember we were in the 370’s per share with no growth…Everything they have done in the past HAS set them up for the complete reversal HAPPENING today and future years!! STRONG MONEY-FLOW INTO THE STOCK IS HAPPENING GLTAL[Smart][Smart][Smart]
avatarsadsam
03-25
$Sea Ltd(SE)$ Similarly, $PDD Holdings Inc(PDD)$ up 16% good for EM e-commerce sentiment last week. Stock about 10% off in 3 days for no reason despite multiple upgrades in that time, including from very well respected shop Bernstein with a $70 PT. Se also has potential advance in the market. Good to buy![Smart][Smart][Smart]
avatarYNWIM
03-25
$Sea Ltd(SE)$ Feedback I have seen that there was some rotation from china into US post the positive fed, but that really makes no sense for SE given this cleaned up beautifully. And this is just dirt cheap here and was literally just at $53 with buyers... again doesnt make sense. am adding a solid amount more here to this and think we get a solid rally back here into this afternoon. Company is on the road with investors and messaging strong as evidenced by all of the broker notes that have come out on it over the past week. this at this level to me is a complete no brainer like i have been saying, i see no reason why we would not be back in the mid 60's by this time next week. an absolute BUY here[Miser][Miser][Miser][Smar
avatarwindy00
03-25
$Sea Ltd(SE)$ Shopee's three consecutive quarters of positive EBITDA prove two things. One, the management team can execute quickly on new priorities and initiatives. [Smart]Two, Shopee's e-commerce marketplace business is viable.[Smart]Therefore, buy it in the dip!
$Sea Ltd(SE)$ I think $55 support will hold. If not it might go back to $45. See it as a buying opportunity. Long term this will go higher, much higher[Lovely][Lovely][Lovely]The recovery of economy will boost the consumption and enhance the sales! Long for it!
$Sea Ltd(SE)$ No Worries….Strong Buy as rapid exponential earnings are just in the beginning stages and will continue for years!! [Miser][Miser][Miser]In a short matter of time this will deserve to be back and exceed the all time highs!!! Be a visionary and throw in a little patience and you can be in for a life changing gain!! I am just saying….everything they have done in the past has set them up for the future WHICH STARTED TO REVERSE IN JANUARY as all their business models by next earnings will show incredible change in direction heading Up.. The money flow in to the stock in one of many tailwinds!! Good Luck to all longs!! Patience wins as everyone wants things to happen tomorrow!!![Cool][Cool][Cool]
YZJ Latest Won Orders as at 25/3 New Jiangzhou(Subsidiary) won 4 orders. YZJ won 2 new orders of LR1 from Cape. YTD won orders are 14.

Weekly Inflows: Raffles Medical, PSC, Jardine C&C, APTT, JB Foods & TCA See Huge Acquisitions

The five trading sessions saw more than 80 changes to director interests, and substantial shareholdings filed for more than 40 primary-listed stocks. Directors or chief executive officers filed 25 acquisitions and four disposals, while substantial shareholders filed 10 purchases and four disposals.Share buybacks by primary-listed companies1.Raffles Medical GroupBetween Mar 14 and 20,  $Raffles Medical(BSL.SI)$ executive chairman Loo Choon Yong bought 700,000 shares at an average price of S$1.035 per share, which increased his total interest from 53.76% to 53.79%. This followed his acquisition of 13.6 million shares between Feb 27 and Mar 13.Prior to the recent spate of acquisitions, Dr Loo’s total stake in Raffles Medical was 53.02%. Back o
Weekly Inflows: Raffles Medical, PSC, Jardine C&C, APTT, JB Foods & TCA See Huge Acquisitions

S-REITs gain on Fed chair Powell reaffirming three rate cuts to come this year

MOST Singapore-listed real estate investment trusts (S-REITs) and property trusts posted gains after the Federal Reserve held its interest rates steady and reaffirmed its projection of three rate cuts this year at the latest Federal Open Market Committee (FOMC) meeting.The $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ closed its Mar 20 session at a record high and the Straits Times Index also gained, rising 1.35% on Thursday (Mar 21) and marking its highest level in nearly a month – led by real estate, financial and consumer cyclicals names.The REIT sector has historically enjoyed strong absolute and relative total returns after the end of a monetary policy tightening cycle, said Edward Pierzak, se
S-REITs gain on Fed chair Powell reaffirming three rate cuts to come this year

Weekly | Why Riverstone Lead the Market this Week?

As of the close on Friday, $Straits Times Index(STI.SI)$ closed at 3,219.43 points, up 1.46% points last week.During the last 5 trading days, $Riverstone(AP4.SI)$, $Emperador Inc.(EMI.SI)$, $YZJ Shipbldg SGD(BS6.SI)$, $Shangri-La HKD(S07.SI)$ and $Man Oriental USD(M04.SI)$ are the top 5 weekly gainers, up 21.48%, 11.25%, 9.41%, 7.14% and 6.97% respectively. $Seatrium(S51.SI)$, $NIO Inc.(NIO.SI)$,
Weekly | Why Riverstone Lead the Market this Week?

Weekly Inflows: Raffles Medical, iFast, Boustead, LHT, JB Foods & Intraco See Huge Acquisitions

The five trading sessions saw close to 80 changes to director interests and substantial shareholdings filed for close to 40 primary-listed stocks. Directors or CEOs again filed 35 acquisitions, while no disposals were filed, and substantial shareholders filed nine acquisitions and five disposals.Share buybacks by primary-listed companies Mar 8 - 141.Raffles Medical GroupBetween Mar 7 and 13,  $Raffles Medical(BSL.SI)$ executive chairman Loo Choon Yong acquired 2.7 million shares at an average price of S$1.02 per share. This increased his total interest from 53.61 to 53.76%. This followed his acquisition of 10.9 million shares between Feb 27 and Mar 6. Prior to the recent spate of acquisitions Dr Loo’s total stake in Raffles Medical Group wa
Weekly Inflows: Raffles Medical, iFast, Boustead, LHT, JB Foods & Intraco See Huge Acquisitions

S-Reits continue to expand through DPU-accretive acquisitions

The combined market value of the Singapore Reits and property trusts (S-Reits) sector has grown at a compound annual rate of 6% over the 10 years to end-2023. As expected, and given the challenging macroeconomic environment since the pandemic, not every year saw growth.Nevertheless, S-Reits are still expanding their portfolios as we see Reit managers announce proposed acquisitions and developments in the year thus far.REIT Watch - FLCT’s portfolio breakdown pre and post acquisition1.Frasers Logistics & Commercial TrustThe latest was announced by  $Frasers L&C Tr(BUOU.SI)$ (FLCT) with the proposed acquisition of 89.9% interest in a logistics and industrial (L&I) portfolio of four properties in Germany. The stake will be purchase
S-Reits continue to expand through DPU-accretive acquisitions

Weekly | Why Sri Trang-Agro Lead the Market this Week?

As of the close on Friday, $Straits Times Index(STI.SI)$ closed at 3,172.96 points, up 0.82% points last week.During the last 5 trading days, $Sri Trang Agro(NC2.SI)$, $SINGTEL 10(Z77.SI)$, $Singtel(Z74.SI)$, $Raffles Medical(BSL.SI)$ and $ComfortDelGro(C52.SI)$ are the top 5 weekly gainers, up 4.70%, 4.64%, 4.20%, 2.97% and 2.96% respectively.$Emperador Inc.(EMI.SI)$, $YZJ Shipbldg SGD(BS6.SI)$,
Weekly | Why Sri Trang-Agro Lead the Market this Week?

Weekly Inflows: Wilmar, Raffles Medical, JB Foods, Centurion & PropNex See Huge Acquisitions

The five trading sessions saw over 100 changes to director interests and substantial shareholdings filed for 50 primary-listed stocks. Directors or CEOs filed 35 acquisitions and one disposal while substantial shareholders filed 10 acquisitions and two disposals.Director filings and buybacks continue at stronger pace1.Wilmar InternationalBetween Mar 1 and 5, $Wilmar Intl(F34.SI)$ chairman and CEO Kuok Khoon Hong increased his deemed interest in the global agri-business by 2,172,600 shares. This increased his total interest from 13.66% to 13.70%. HPRY Holdings, Longhlin Asia, Hong Lee Holdings and Jaygar Holdings each acquired 543,150 shares at an average price of S$3.33 per share. Kuok has been gradually increasing his total interest in Wilmar I
Weekly Inflows: Wilmar, Raffles Medical, JB Foods, Centurion & PropNex See Huge Acquisitions

Frasers Centrepoint Trust to join STI from Mar 18

Following $Straits Times Index(STI.SI)$’s March quarterly review, it was announced that $Frasers Cpt Tr(J69U.SI)$ (FCT) will be added to the STI and Emperador to be removed from it, effective at the start of business next Monday (Mar 18). This brings the total number of Singapore real estate investment trusts (S-Reits) in the STI to seven.At a market capitalisation of S$3.9 billion, FCT will join the STI with an approximate weight of 0.8%. FCT is also the second Frasers Property-sponsored Reit to join the benchmark after $Frasers L&C Tr(BUOU.SI)$. The combined indicative weightage of the seven S-Reits in the STI will be around 12.5.REIT Watch - S-Reit
Frasers Centrepoint Trust to join STI from Mar 18
avatarSPOT_ON
03-11

CITY DEVELOPMENT LIMITED MASSIVE SHARES BUY BACK ! RNAV : $19.46

$CityDev(C09.SI)$   CITY : C09 0% Developments Ltd (CDL) : C09 0% initiated share buybacks for its ordinary shares on the open market on Friday (Mar 8), citing its discounted share value as a reason. The property developer picked up 954,000 ordinary shares, or 0.11 per cent of its issued share capital, at an average price of S$5.75 a share for a total consideration of S$5.5 million. The lowest price that CDL paid on the market was S$5.69, while the most that it forked out was S$5.78. The average share price marked a discount of 43 per cent to the net asset value (NAV) of S$10.12 a share, and a discount of 70 per cent to revalued NAV per share of S$19.461 as at Dec 31, 2023, CDL noted in an after-market announcement on SGX
CITY DEVELOPMENT LIMITED MASSIVE SHARES BUY BACK ! RNAV : $19.46