$Netflix(NFLX)$...coming Tuesday, earnings report. Analysts put it as a make or break moment for NFLX!Can NFLX paint a way forward?Also watch: $IBM(IBM)$$Tesla Motors(TSLA)$$Bank of America Corp(BOAPL)$$American Express(AXP)$A big weak ahead.

$RAFFLES MEDICAL GROUP LTD(BSL.SI)$...great 1H22 results!Stock rallied on low expectations andfantastic results.Overseas patients have started to come back which has mitigated the declining in services provided to fighting COVID. Losss in China hospitals are steady and within expectations.The new in-vitro fertilisation/assistedreproductive therapy centre in Hainanis a new growth area.So great job, RM!Also look forward to the results from $Q & M DENTAL GROUP (S) LIMITED(QC7.SI)$...revenue and profit should have declined significantly. But its dental services should still be in resilient growth.Market has priced in the decline and now has positioned for a recovery?!What do y

$DBS GROUP HOLDINGS LTD(D05.SI)$...DBS 's last minute buy-up at yesterday's closing is the main reason that $Straits Times Index(STI.SI)$ended positive/flat instead of negative.STI jumped c.10 points at the closing.

$SINGAPORE TECH ENGINEERING LTD(S63.SI)$...a defensive and recovery stick to invest and hold.STE has three 3 businesses;- defence, which is by nature defensive; let alone we're at a time when the world is having a on-going war- aerospace engineering, in recovery from from COVID slowdown. Besides,STE has invested into aerospace OEM business like nacelles.- smart city solutions. STE has a plethora of solutions in this space from road to rail to sky (satellite communications). Urbanisation is during the growth.Now you see, a very defensive blue-chip conglomerate with steady businesses even during economic slowdown while has good growth potential for industry or economic recovery.A buy to me.What do you think?

$TENCENT(00700)$...Tencent fell while $Lion-OCBC Sec HSTECH S$(HST.SI)$rallied? What's going on?!There were 2 pieces of news yesterday: - Naspers/Prosus plans to reduce Tencent stake by selling it 2-3% of market daily volume each time. This was not really news. Market reacted negatively but measured.- Tencent announced partnering c.40automotive companies to provide a custom-built cloud for EVs. I think thisis a big news, a great growth area. The market is yet to take in the potential fully.Net net I am still positive on Tencent for a recovery rally. I see its share price to break $400 any time!What do you think? 

$DBS GROUP HOLDINGS LTD(D05.SI)$...there is no better stock to watchfor the next move of Singapore market than DBS.Which factor is having the upper hand, rates hike to arrest high inflation, or economic slowdown which potentially results in a recession?The earnings report from DBS and itsoutlook for the rest of the year is therefore a very important indicator to watch.Nevertheless there are many defensive stocks that investors can take a look as, on top of their sound fundamentals, their technical indicators show signs of breakout. Examples include $SHENG SIONG GROUP LTD(OV8.SI)$,$SINGAPORE TECH ENGINEERING LTD(S63.SI)$, Singtel.Other interesting

$SHENG SIONG GROUP LTD(OV8.SI)$...is a stock that you can own and sleep sound through any recession!It's essential to people's basic life no matter what.Other essential services -$STARHUB LTD(CC3.SI)$...telecom$COMFORTDELGRO CORPORATION LTD(C52.SI)$...transportetc etcBesides these two are also COVID recovery plays.There are more. What would you recommend?

$Lion-OCBC Sec HSTECH S$(HST.SI)$...is HST on an up trend?It surely looks like that to me.It has higher lows since middle March's all time low at 0.584 and has crossed the 50-D MA line. Further crossing 100-D MA line is certainly a good indicator of a middle-term rise trend.Fundamentally, Chinese techs have experienced a broad and significant decline during the past 2+ years due to China's regulatory actions and geopolitical pressures.Since middle March, HST has recovered from its ATL for c.40%. China has reaffirmed policies to support the technical industries including the all powerful Internet platform companies.So it certainly looks like we're gettinga better time ahead of us, and HST could be a good co

$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$...dividend 5-6%, p/navaround 1-1.1, I think it's a good level to accumulate.The largest industrial REIT listed in SGX, with a portfolio of income generating of business parks, light industrialproperties, data centres...across a diverse geographical locations.Some may ask why the unit price hasbeen in decline? Worries!- interest rates hikes. Valid concern but majority is naturally hedged.- inflation. RE is a natural hedge against inflation. Most have rental reversion built it.- economic slowdown. Reasonable concern...right now growth is still expected globally even regions may go into slow growth or even short recession.- rising utility costs. Most of the REITs, particularly industrial, those costsa

$MAPLETREE COMMERCIAL TRUST(N2IU.SI)$...EGM is coming! Make sure you vote, directly or ask your proxy bank to vote accordingly.Vote "NO" to the merger with $MAPLETREE NORTH ASIA COMM TR(RW0U.SI)$...if you have been MCT's unitholder and your unit price has droppedfrom 2.2 level to the current due to the merger.If the merger deal is off, the unit price will rebound! 

$AEM HOLDINGS LTD(AWX.SI)$...AEM has delivered an astonishing 1H22 results with 180%+ yoy growth both in revenue and net profit!It has acquired 2 new customers and made one acquisition to continue its inorganic growth strategy.It has also raised its FY22 full year revenue target by $50m to $750m to $850m.Given $Intel(INTC)$'s earlier reports of slowdown in capex spending and recent negative sentiment in semi, what a relief to AEM's investors! Will the pass of CHIPS Act create a boom in the next few years for capex spending? Possible.Nevertheless one should observe thatAEM's quarterly revenue growth has peaked in 1Q22 and is slowing down now QoQ, the company has also&nb

$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$...inflation, interest rateshike, war, recession...all are very negative, markets are rightfully edgy.How do you play defensive?Here are my thoughts:- REITs like A17U is one of the assets categories that have the natural hedge built in against inflation. Also well managed REITs use fixed-rate financing to fund the majority of its debts.- companies that provide essential products and services, like supermarkets $SHENG SIONG GROUP LTD(OV8.SI)$, dental services $Q & M DENTAL GROUP (S) LIMITED(QC7.SI)$, public transport like $COMFORTDELGRO CORPORATION LTD(

$WILMAR INTERNATIONAL LIMITED(F34.SI)$...retreated from high quite abit, is this a good entry point for a good and value play?I think so.Wilmar has growth potential in world's two most populous countries with elevated commodity prices, cooking coils in this case.$JAPFA LTD.(UD2.SI)$is another good counter, Asia's leading proteins producer, chicks and feeds, pig farming and dairy farms, in Indonesia, Vietnam and China.The share price has retreated during COVID lockdown resulting in reduced demand.Japfa is also working on an IPO to list its dairy farm business in HK Exchange. It's an upside and catalyst to its share price.What do you think? 

$Straits Times Index(STI.SI)$...some say "Sell in May" has been done in April in US markets. Well...how about Singapore market? We tend to have a very long GSS from May to August? Will it happen this year, or it's different this time?How have you got prepared?

$UNITED OVERSEAS BANK LIMITED(U11.SI)$....good level to add UOB?I think so.UOB and the other two banks $DBS GROUP HOLDINGS LTD(D05.SI)$$OVERSEA-CHINESE BANKING CORP(O39.SI)$have corrected quite a bit. In UOB case, close to 20%.The rates hikes are considered positive to banks as their NII would rise with higher lending rates.However economic slowdown or recession on the other side would affect bank's loan growth and NPLs.Investors are worried. Rightfully.In my view, SG banks are well capitalised and strong. The worries are warranted in the context of a global economic slowdown.But I hold the view that the banks willbe doing just fine as they serve primarily

$DBS GROUP HOLDINGS LTD(D05.SI)$...ready to reload or increase banks, also $UNITED OVERSEAS BANK LIMITED(U11.SI)$$OVERSEA-CHINESE BANKING CORP(O39.SI)$?!Rising interest rates and economic recovery will see NII rise, leading to more profitable banks.Nevertheless volatile capital markets may dent wealth management and other fee businesses.

$SINGAPORE POST LIMITED(S08.SI)$...can SingPost be a meme stock ofSGX?Local 'celebrity', must say I did not know, Steven Lim Kor Kor sold his HDBapartment and sunk 300k into buyingSingPost shares. Like Diamond Hands! All in! Will it 🚀 TTM?SingPost share price has fallen quite a bit with increasing volumes in the past week or so, since the news came out.Will it shoot up (and down), like a real meme stock? Possible?During 2020, US meme stocks like $GameStop(GME)$$AMC Entertainment(AMC)$etc etc started by Reddit forumers to short-squeeze institutional shortsellers. Do justifications to unjustly market selling on those poorly performing stock

$JAPFA LTD.(UD2.SI)$...good level to accumulate for a recovery?I think so. Good agri and food company, staple consumer goods, defensive...and its China dairy farm business is in IPO process, to be listed in HKEX.Close to 52W low...supported both fundamentally and technically.Also $THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$...in the process of IPO-ing its BeerCo in SGX.Again close to 52W low. Why? I'm not sure. I see good room to rise.What do you see?

$APAC REALTY LIMITED(CLN.SI)$...coming back to the price level beforeMSPEA offer, around 78c in April 2022.As said, it should, as MSPEA is not less value-add than the previous local PE.At the same time, $PROPNEX LIMITED(OYY.SI)$has also recovered from its support level. All point to strong property market here.While I see further upside, be careful of pullbacks.What do you think?

$DBS GROUP HOLDINGS LTD(D05.SI)$...results are out, good as expected?!With $UNITED OVERSEAS BANK LIMITED(U11.SI)$$OVERSEA-CHINESE BANKING CORP(O39.SI)$results released beforehand, I suspect most have prices in.