Singapore’s COE hitting S$125k again tells you something important: demand for private mobility in Singapore remains structurally strong despite extreme pricing. But it also highlights why automakers like BYD are entering a much tougher phase — growth is no longer just about selling EVs; it is now about defending margins, brand positioning, and long-term market share. Singapore is actually a good microcosm of the global EV industry right now. BYD has executed exceptionally well in Singapore. It captured roughly 24% market share in Q1 2026 and became the dominant EV player locally, benefiting from EV incentives, aggressive pricing, and strong dealer execution. EVs now account for more than half of new car registrations in Singapore.  But the stock market is starting to look past pure deli

$Genting Sing(G13.SI)$   Genting Singapore (SGX:G13) — post earnings call analysis. Rating: HOLD / selective accumulate only below ~S$0.62 12–18 month target price: S$0.72 Longer-term bull-case target: S$0.85–0.90, but only if RWS 2.0 drives market-share recovery. Genting’s 1Q26 result was weak. Revenue fell only 3% y/y to S$607.6m, but net profit collapsed 55% y/y to S$65.2m. The key issue is not just top-line softness; it is operating leverage going the wrong way. Gaming revenue fell 8%, while non-gaming rose 8% from higher attraction visitation. Adjusted EBITDA dropped 24% to S$179.0m.  The market reaction is understandable. G13 fell as much as around 10.9% on 13 May after the result, and DBS downgraded it to Hold with a S$0.67 ta

Hong Kong Tech Watchlist for Monday, 11 May 2026 With U.S. tech and AI semiconductor stocks having already moved higher, the next question is whether capital rotates into the laggards. If market conditions remain supportive, China tech could be next in line. Historically, Hong Kong-listed China tech often lags global AI and U.S. tech rallies before catching up when earnings, policy tone and liquidity align. This makes next week important. The opportunity is not just “cheap China tech,” but selective exposure to companies where AI, margins, product cycles and shareholder returns can drive a re-rating. 1. Tencent — 0700.HK The highest-quality core holding in China internet. With earnings due 13 May, investors will watch whether AI can keep improving advertising, games and cloud margins. If g

Happy Friday! As we move into Mother's Day Weekend, here's the market setup for today - 8th May 2026: U.S. equities are trying to stabilize after yesterday’s fade. On Thursday, the S&P 500 and Nasdaq touched fresh intraday highs but closed lower as oil rebounded and rates stayed firm. The key macro backdrop today is still earnings, oil, geopolitical risk, and Treasury yields. Premarket tone looks modestly risk-on, especially in software, cloud, and AI-infrastructure names. The market is rewarding companies that can show real AI-driven revenue or infrastructure demand, while punishing software names where AI may pressure growth, pricing, or headcount assumptions. Akamai — AKAM Akamai is one of the cleaner upside earnings stories today. The company reported a decent Q1, but the bigger ca

$Walt Disney(DIS)$   Disney Earnings: The Mouse House Is Quietly Becoming a Global Experience Monopoly For years, the market treated The Walt Disney Company as a legacy media company trapped between declining cable TV economics and an unprofitable streaming war. That narrative is starting to break. Disney’s latest earnings showed something more important than just a beat on EPS and revenue — it showed the emergence of a more integrated, higher-margin ecosystem where streaming, parks, cruises, gaming, and IP reinforce each other in ways competitors cannot easily replicate.  Revenue rose 7% year-on-year to roughly US$25.2 billion while adjusted EPS came in at US$1.57, ahead of consensus expectations. More importan

Alibaba earnings play! If cloud growth disappoints or AI spending continues to outpace monetization, the stock could easily fall back toward the US$120 range as investors revert to viewing Alibaba as a slower-growth retail platform rather than an AI infrastructure leader.  Currently, Alibaba feels like it is sitting directly between two identities: Old China e-commerce giant vs. emerging AI platform company. The next earnings report may determine which narrative wins. I hold a small position in BABA and will consider selling Put at $120 strike price to capture the high IV before earnings.

$CRWV 20251114 114.0 CALL$ Sold the Call Option near to current price back then for max premium. Works on downward trend but bullish for mid to long term.

Is the Crypto Bull Market Back? Not Yet — But the Setup Has Improved Circle’s near-20% rally and Bitcoin’s reclaim of the $80,000 level are not random moves. They reflect a market beginning to reprice regulatory clarity, institutional ETF demand, and election-cycle optionality back into crypto assets. On May 4, Circle surged nearly 20% as crypto equities rallied following progress on the U.S. CLARITY Act compromise, while Bitcoin briefly moved back above $80,000 for the first time since late January 2026.  As of the latest market data, Bitcoin is trading around $81,000, while Circle is near $122, still showing strong follow-through after the initial policy-driven move. The Technical Picture: constructive, but not confirmed Bitcoin reclaiming $80,000 is important because it turns a prior p

Meta’s latest earnings: the quarter was strong — but the capex number is the real story Meta just reported a very unusual quarter. On the surface, the numbers were excellent: Q1 2026 revenue reached $56.3 billion, up 33% year over year. Operating income rose 30% to $22.9 billion, while operating margin stayed at 41%. Family daily active people reached 3.56 billion, up 4% year over year. Ad impressions grew 19%, and average price per ad increased 12%. In other words, the core advertising machine is not broken. It is accelerating.  But the market did not focus only on the beat. It focused on one line in the outlook: Meta now expects 2026 capital expenditures of $125 billion to $145 billion, up from the previous range of $115 billion to $135 billion. Management said the increase reflects hig