Mkoh
Mkoh
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avatarMkoh
06-02
Rising competition, particularly from BYD, has significantly impacted Tesla's sales, with Tesla's global market share slipping as BYD outsold it in several regions, including Europe and China. In Q1 2025, Tesla’s sales dropped 13% to their weakest in nearly three years, while BYD’s affordable models, like the Seagull (priced under $10,000 in some markets), captured a 15.7% global EV market share compared to Tesla’s 15.3%. BYD’s pricing strategy, diverse model lineup, and in-house battery production give it a cost advantage, especially in emerging markets and Europe, where it registered 7,231 EVs in April 2025, outpacing Tesla’s 7,165. Tesla’s high prices and limited new models—relying heavily on the Model Y and Model 3—have led to declining demand, particularly in China and Europe, exacerb
avatarMkoh
02-01
$NVIDIA(NVDA)$ Picking up shares when it is down. My believe that nvdia is the front and center of AI 
avatarMkoh
03-30

Recap of the World Stock Market in Q1 2025

The first quarter of 2025 saw a volatile yet generally positive performance across global stock markets, with significant regional divergences. The U.S. markets, represented by the S&P 500, likely posted modest gains of around 3-5%, buoyed by a resilient economy and corporate earnings growth, though tempered by high valuations and policy uncertainty. European markets, tracked by indices like the MSCI Europe, possibly lagged with flat or slightly negative returns, reflecting slower economic growth and trade concerns. In Asia, Japan’s Nikkei 225 may have risen by 4-6%, driven by export strength and a weaker yen, while China’s CSI 300 could have declined by 2-4%, weighed down by structural challenges and U.S. tariff threats. Emerging markets as a whole likely saw mixed results, with an av
Recap of the World Stock Market in Q1 2025
avatarMkoh
2022-07-15
$Blackstone Group LP(BX)$ Diversified private equity giant. Definitely one to hold when public markets are going south
avatarMkoh
12-03 19:16
Yes, a strong case can be made that gold and silver have more room to grow despite reaching all-time highs. While the metals are experiencing a period of volatility following their record runs, many analysts and major financial institutions anticipate continued upside driven by structural economic and geopolitical factors. The Bullish Case for Precious Metals The recent surge in gold and silver prices has been fueled by a mix of traditional and modern market dynamics. The outlook remains positive due to persistent safe-haven demand, supportive monetary policy shifts, and silver's growing role in industrial technology. 1. The Power of Safe-Haven Demand The primary driver for gold's and, to an extent, silver's rally is their safe-haven status during periods of global uncertainty.  * Geo
avatarMkoh
2024-10-03
$Visa(V)$ picking up some shares when sentiments are bad. solid company with good future
avatarMkoh
12-03 21:00
The MicroStrategy Thesis: A Leveraged Bet on Bitcoin’s Future MicroStrategy (MSTR) has successfully recast its identity under Executive Chairman Michael Saylor, shifting its primary business from enterprise analytics software to becoming the world's largest publicly-traded corporate holder of Bitcoin. This strategic move, beginning in 2020, has fundamentally changed the company's risk profile and its potential for growth, tying its fate almost entirely to the volatile price of Bitcoin. 1. The Strategy: Bitcoin as the Treasury Reserve MSTR's investment thesis is straightforward but aggressive: to acquire and hold Bitcoin as its primary treasury reserve asset, believing its long-term appreciation will significantly outperform holding traditional fiat currency or other assets. Massive Holding
avatarMkoh
11-11

Achieving FIRE in Singapore: Tailored Investment Strategies by Age Bracket

The Financial Independence, Retire Early (FIRE) movement has gained significant traction in Singapore, a city-state known for its high cost of living, competitive job market, and robust financial systems. FIRE isn't about quitting your job tomorrow—it's a disciplined approach to saving aggressively (often 50-70% of income) and investing wisely to build a nest egg that generates passive income, allowing you to retire decades ahead of the traditional 65. In Singapore, tools like the Central Provident Fund (CPF), tax-advantaged schemes such as the Supplementary Retirement Scheme (SRS), and access to global markets via the Singapore Exchange (SGX) and low-cost brokers make this achievable.But success hinges on starting early and adapting to life stages. Your age determines your risk tolerance,
Achieving FIRE in Singapore: Tailored Investment Strategies by Age Bracket
avatarMkoh
03-28

Analysis of Frasers Centrepoint Trust (FCT) Rights Issue

Rationale for the Rights Issue The rights issue aligns with FCT’s growth-oriented strategy and financial prudence: Funding the Northpoint City South Wing Acquisition: The S$1.17 billion deal increases FCT’s ownership of Northpoint City to 100%, consolidating its control over one of Singapore’s largest suburban retail complexes (combined NLA of ~1.1 million sq ft). This acquisition taps into a stable, necessity-driven shopper base in Yishun, enhancing portfolio resilience. Portfolio Synergies: Owning both North Wing (already 100% owned) and South Wing allows FCT to optimize leasing, marketing, and asset enhancement strategies across the integrated complex, potentially boosting rental income and operational efficiency. Maintaining Financial Flexibility: With gearing at 36.1% post-divestments
Analysis of Frasers Centrepoint Trust (FCT) Rights Issue
avatarMkoh
12-05 12:03

💰 Earning Premium and Setting Your Price: The Power of Selling Put Options

Selling (or "writing") put options is a popular strategy used by investors who seek to earn premium income while simultaneously being willing to buy a stock at a lower, predetermined price. This approach can be a powerful tool for conservative, value-oriented investors. What is a Put Option? A put option contract gives the buyer the right, but not the obligation, to sell 100 shares of the underlying stock to the seller (writer) of the option at a specific price (strike price) on or before a specific date (expiration date). As the seller of the put option, you take on the obligation to buy those 100 shares if the buyer chooses to exercise their right.  The Mechanism of Earning Premium When you sell a put option, you immediately receive a payment from the buyer. This payment is called t
💰 Earning Premium and Setting Your Price: The Power of Selling Put Options
avatarMkoh
10-05

Gold and Bitcoin Smash All-Time Highs: Bubble Alert or the Dawn of a New Bull Market?

As of today, October 5, 2025, gold has surged to a record $3,919 per ounce, capping off a stellar September and marking its seventh straight weekly gain. Meanwhile, Bitcoin just blasted through its previous peak, hitting a jaw-dropping $125,700 earlier today—its first all-time high since August. That's right, both assets are dancing at levels that would have seemed like pie-in-the-sky dreams just a few years ago. But here's the million-dollar question (or should I say, the $125K Bitcoin question?): Is this a screaming sign of an overheated market ready to pop, or the kickoff to an epic new era of growth? Let's break it down. The Surge: What's Fueling the Fire?First off, let's get the facts straight. Gold didn't just creep up—it's up over 45% year-to-date, trading just shy of $3,900 amid a
Gold and Bitcoin Smash All-Time Highs: Bubble Alert or the Dawn of a New Bull Market?
avatarMkoh
04-03

Stocks to potentially benefit from tariff

Nucor Corporation (NUE - NYSE) Why Invest: A leading U.S. steel producer, Nucor thrives under tariffs that protect domestic steel from cheap imports (e.g., Section 232 tariffs). Rising infrastructure spending amplifies this. Upside: Strong pricing power and U.S. focus. Risk: Steel price corrections. Caterpillar Inc. (CAT - NYSE) Why Invest: Caterpillar’s heavy machinery benefits from reduced foreign competition and potential U.S. infrastructure boosts tied to tariff-driven domestic growth. Upside: Global reach with U.S.-centric gains. Risk: Trade war escalation hurting exports. ExxonMobil (XOM - NYSE) Why Invest: If tariffs disrupt Canadian or Mexican oil imports, ExxonMobil’s domestic production and refining capacity could see higher utilization and profits. Upside: Energy price stability
Stocks to potentially benefit from tariff
avatarMkoh
03-08
$NVIDIA(NVDA)$ Added more Nvdia. 
avatarMkoh
10-22
Apple (AAPL) hit $264 intraday Oct 21, closing at $263—nearing $4T market cap, topping Microsoft. iPhone 17 launch (Sep 19) drove 4% surge: A19 chip, 12GB RAM (Pro), 48MP cameras, AI Siri. Pre-orders smashed records; Q4 rev $95B, up 6%.Analysts: Loop Capital "Buy" at $315; avg target $252 (4% downside). Services up 12%; China risks loom.Verdict: iPhone 17 fuels gains to $4T by '26, but regs & rivals threaten.
avatarMkoh
09-29

The Hidden Costs of Fiat Currency: Navigating Devaluation and Protecting Your Portfolio

In an era where central banks wield unprecedented control over money supply, fiat currency—the government-issued legal tender not backed by a physical commodity like gold—dominates global economies. From the U.S. dollar to the euro, these currencies derive their value from trust in issuing authorities rather than intrinsic worth. While fiat systems enable flexible monetary policies to stimulate growth, they also sow seeds of instability through inflation and devaluation, eroding savers' purchasing power over time. As of September 2025, with U.S. inflation ticking up to 2.9% annually in August, investors are increasingly questioning how to safeguard their wealth against these forces. This article explores the ripple effects of fiat currency on economies and investments, then outlines practi
The Hidden Costs of Fiat Currency: Navigating Devaluation and Protecting Your Portfolio
avatarMkoh
07-02
$iShares Bitcoin Trust ETF(IBIT)$ Added IBIT for diversication 
avatarMkoh
03-12
Nvidia (NVDA) Why to Watch: Nvidia is hosting its GPU Technology Conference (GTC) from March 17-21, with CEO Jensen Huang delivering a keynote on March 18. Updates on its Blackwell Ultra chip and Vera Rubin architecture could impact its stock, especially after a big drop in 2025. The conference would give investors a glimpse of Blackwell capabilities and show Nvdia as the clear leader in AI space
avatarMkoh
11-24

🚀 The AI Pivot: Analyzing Alibaba's Bold Bet on Qwen and the Global AI Race

Alibaba Group Holding Ltd. (BABA) is navigating a critical strategic shift, moving beyond its e-commerce roots to become a technology-driven powerhouse anchored in Cloud and Artificial Intelligence. Facing headwinds from intense domestic competition and China's deflationary pressures, the company's aggressive, multi-billion-dollar commitment to AI—specifically through its Qwen Large Language Model (LLM)—is becoming the central pillar of its investment thesis. 💰 Investment Outlook: Pressures and Potential Alibaba's near-term financials reflect the cost of this transition. While the company's shares have shown impressive gains year-to-date (surging over 80% as of late November 2025), significant investments in AI infrastructure and e-commerce subsidies are compressing margins.  * Financ
🚀 The AI Pivot: Analyzing Alibaba's Bold Bet on Qwen and the Global AI Race
avatarMkoh
11-04

Temasek's Real Estate Shake-Up: CapitaLand and Mapletree Merger Talks Could Forge Asia's $150B Giant

In a move that could redefine Singapore's dominance in Asian real estate investment management, Temasek Holdings is reportedly orchestrating early-stage discussions for a blockbuster merger between two of its flagship property arms: CapitaLand Investment (CLI) and Mapletree Investments. The Wall Street Journal broke the story on November 3, revealing that the potential tie-up aims to consolidate over $150 billion in assets under management (AUM), spanning REITs, private funds, logistics, commercial offices, data centers, and student housing. With CLI's AUM at $90 billion as of August 2025 and Mapletree's at $61.7 billion through March, this union would catapult the combined entity into the ranks of global heavyweights like Blackstone or Brookfield in the real estate sector.While both compa
Temasek's Real Estate Shake-Up: CapitaLand and Mapletree Merger Talks Could Forge Asia's $150B Giant
avatarMkoh
2022-08-22
$SHENG SIONG GROUP LTD(OV8.SI)$SS has shown it's ability to growth profits in good times and bad. A stable cash cow

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