wywy
wywyCertificated Individuals
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avatarwywy
2022-02-12
$Sea Ltd(SE)$Long way from recovery
avatarwywy
2022-04-07
$STI ETF(ES3.SI)$For those who are like me, lazy to stock pick, or don't know what to pick, can just invest and put your money in a benchmark country index ETF.Comparing stock pick, ETF is boring. But for me, I don't need the thrill and excitement. I can get those through a EPL game. For investment I want it to be up and steady, pun pee pee. No sleepless night. Just close my eye, setup a DCA, every month just pump in regardless of market trending.At most i just need to chose between the market segment.The STI ETF is like an old man ETF, slow but steady. Good time bad time also around 3% dividend. Which is what I need to build to have consistent base income for retirement. My aim is to live through wit
avatarwywy
2022-01-16

ASML upcoming Earning Report on 19th Jan

$ASML Holding NV(ASML)$ASML, the leading semiconductor equipment provider for Photolithography machines is one of favourite company. With the recent development of Fire event in the Germany plant, China's announcement of their EUV breakthrough, and also there were split thought of semiconductor outlook, the upcoming Earnings Report on 19th Jan will be interesting.Go through the pass 4-5 years figure trending, Revenue has been increasing steadily.Market analyst expect upcoming EPS to be around $4.30Personally I think this ASML will beat this EPS number again. Key will be their outlook beyond 2022. Looking back at some of the past figures and trend.ASML's net sales were 5.2 billion euros in Oct 2021, which was on the lower end of its expectations gi
ASML upcoming Earning Report on 19th Jan
avatarwywy
2022-02-19
$Sea Ltd(SE)$this is really a Shopee Sale. 
avatarwywy
2021-09-03
$ASML Holding NV(ASML)$this is a must buy stock. without asml, there will not be euv. and there will be advance node technology. their leading edge technology allow them monopolized. extremely good stock to buy for long term. though price is all time high, my strategy is to DCA all the way. can see this going beyond $1000 by this year. $2000 within next 5 years. Good and steady dutch company. 
avatarwywy
2022-01-03

Will 2022 be the year of Reits?

$FRASERS CENTREPOINT TRUST(J69U.SI)$Frasers Centrepoint Trust invests mainly in Retail malls in Singapore and currently owns 10 properties in Singapore.This is one of my favourite reits listed here in Singapore. With a dividend yield of close to 5%, this is attractive enough for me to include this in my retirement portfolio. Lately price is moving up gradually. I believe its not difficult to notice the shopping mall traffic is almost back to normal. In fact the heartland mall were packed during the December month. Finally, we are very close to living with Covid. Personally I continue to stay positive on this heartland mall Reit, which did not suffer as much compared to Capitamall as many of Capitamall some level of tourist. Whereas Fraser
Will 2022 be the year of Reits?
avatarwywy
2022-02-15
$NVIDIA Corp(NVDA)$any thoughts on Nvidia? wait for panic and buy? what is a good entry point?
avatarwywy
2022-08-22
$STI ETF(ES3.SI)$For those who are like me, lazy to stock pick, or don't know what to pick, can just invest and put your money in a benchmark country index ETF.Comparing stock pick, ETF is boring. But for me, I don't need the thrill and excitement. I can get those through a EPL game. For investment I want it to be up and steady, pun pee pee. No sleepless night. Just close my eye, setup a DCA, every month just pump in regardless of market trending.At most i just need to chose between the market segment.The STI ETF is like an old man ETF, slow but steady. Good time bad time also around 3% dividend. Which is what I need to build to have consistent base income for retirement. My aim is to live through with dividend + cpf life payout during my retire
avatarwywy
2022-01-01

Will Boeing finally take off in 2022? I believe I can fly.

$Boeing(BA)$2022, Happy New Year to Fellow Tiger investors As countries opening borders, air travel gradually returning, wanted to relook at some of my position.Finally can smell my holiday. Missed travelling to neighbouring countries.I own a small position of Boeing shares averaging about $220. But not intending to add more. Here is the reason.Shares of Boeing gave up 5.95% in 2021, making it the third worst Dow stock. In Q4 21 Boeing stock sank 8.5%.Recap, Boeing is a leader in aviation, aerospace and defense technology supporting airlines and U.S. and allied government customers in more than 150 countries. Boeing technology, products and tailored services include commercial and military aircraft, satellites, defense systems, launch systems, advan
Will Boeing finally take off in 2022? I believe I can fly.
avatarwywy
2021-12-30

Go Go Go Micron. Leave us alone Omicron

$Micron Technology(MU)$Nice trending to close the year. Closing above $95. Promising outlook in 2022.Recently Micron Technology report Q1 22 results and well on track for record revenue and solid profitability in fiscal 2022Micron Technology is a world leader in innovative memory and storage solutions that accelerate the transformation of information into intelligence, inspiring the world to learn, communicate, and advance faster than ever.It produces computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho.Fiscal Q1 2022 highlightsRevenue of $7.69 billion versus $8.27 billion for the prior quarter and $5.77 billio
Go Go Go Micron. Leave us alone Omicron
avatarwywy
2022-03-18
$COMFORTDELGRO CORPORATION LTD(C52.SI)$Any thoughts on this. Should be bottom liao
avatarwywy
2022-04-11

Frasers Logistic - opportunity for long term vesting?

$FRASERS LOGISTICS & IND TRUST(BUOU.SI)$I like Reit investment. Today would like to share another of my favourite Reit, Fraser Logistic and Commercial Trust. Short form FLCT.In today's price at $1.46, this reit pay out a decent 5% dividend.Price of the Trust was not affected by the pandemic. In fact it outperform other reit. But having said that, we are recovering from pandemic, yet price continue to hold. Here I provide some background and their Q1FY22 news.FLCT currently manages more than 100 properties across Australia, Singapore, Germany, the UK, and the Netherlands. The appraised value of FLCT’s portfolio about $7b.In the recent FY2022 Q1 report, FLCT reported the following;The Clcommenceme
Frasers Logistic - opportunity for long term vesting?
avatarwywy
2022-04-01

Ascendas Reits an opportunity during this volatile period?

$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ A-REIT is Singapore’s first and largest listed business space and industrial real estate investment trust. It has a diversified portfolio comprising assets in Singapore, the UK, Europe, Australia, and the US. A-REIT is managed by Ascendas Funds Management Limited. It is attractively valued relative to other large-cap peers. A-REIT currently offers around 5.5% yield, which is among the highest compared to its other larger cap industrial S-REIT peers. Having acquired more than S$2.1bn in FY21, A-REIT is on track to deliver DPU growth of 4.5% in FY22. The reits also proactive rejuvenation of its portfolio to add value to older properties and tap on unutilised plot ratioss will create a furt
Ascendas Reits an opportunity during this volatile period?
avatarwywy
2022-01-04

Buying Opportunity in ASML?

$ASML Holding NV(ASML)$As mention in many of my articles, I am a fan of semiconductor stocks. Year 2022 started really well for this sector. TSMC rose more than 6% on the first trading day. Various other company like$KLA-Tencor(KLAC)$$Micron Technology(MU)$. all trended up. So are there still buying opportunity to jump on this semiconductor wagon. I looked around and spotted ASML. A company that i liked a lot, also a company which i shared numerous time.This share price trend is not matching up to peers ever since China announced breakthrough in EUV. And now, just yesterday, their factory in Germany was on fire which impact will take another few days
Buying Opportunity in ASML?
avatarwywy
2022-08-08
$Apple(AAPL)$Lets see if the upward trend continue this week after last weeks job market report. Any thoughts? Do share your view
avatarwywy
2022-01-06

SGX is this a buy in 2022?

$SINGAPORE EXCHANGE LIMITED(S68.SI)$SGX was one of my favourite stock which I track and own. Good dividend yield and good capital gain. But of late, its fall from its high of >$11 to now $9+.So is it time to add more to my portfolio?Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.The group operates a platform for the buying and selling of securities such as shares, bonds and derivatives.The bourse operator possesses a natural monopoly and is a steady stock to own through good times and bad. This is very key.The bourse operator has announced promising initiatives to grow its business over time.Some of these include the launch of the world’s first ESG REIT derivatives last month to meet rising demand from investo
SGX is this a buy in 2022?
avatarwywy
2022-04-18
$SINGAPORE EXCHANGE LIMITED(S68.SI)$SGX was one of my favourite stock which I track and own. Good dividend yield and good capital gain. Was high of >$11 last year, and falls to $9. Slight uptrend now about $10.So is it time to add more to my portfolio?Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.The group operates a platform for the buying and selling of securities such as shares, bonds and derivatives.The bourse operator has announced promising initiatives to grow its business over time.Some of these include the launch of the world’s first ESG REIT derivatives last year to meet rising demand from investors for the inclusion of ESG considerations into their portfolios.SGX is also allowing bond issu
avatarwywy
2022-04-05
$PROPNEX LIMITED(OYY.SI)$A long term buy?Late last year there was a knee jerk reaction on Propnex share price due tothe Government announced a package of measures to cool the private residential and HDB resale markets.The measures include raising Additional Buyer’s Stamp Duty (ABSD) rates, tightening the Total Debt Servicing Ratio (TDSR) threshold and lowering the Loan-to-Value (LTV) limit for loans from the Housing and Development Board (HDB). All aiming to reduce the rate of increasing housing price.But prices continue to go high. More and more Public Housing are crossing the $1 million mark. With prime area HDB flat going as high as $1.3M. Private housing prices have also risen by more than 9 per cent since the first quart
avatarwywy
2022-03-06
$Sea Ltd(SE)$Oh man, where is this heading
avatarwywy
2022-07-18
$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$A-REIT is Singapore’s first and largest listed business space and industrial real estate investment trust. It has a diversified portfolio comprising assets in Singapore, the UK, Europe, Australia, and the US. A-REIT is managed by Ascendas Funds Management Limited.It is attractively valued relative to other large-cap peers. A-REIT currently offers around 5.5% yield, which is among the highest compared to its other larger cap industrial S-REIT peers. Having acquired more than S$2.1bn in FY21The reits recently reported positive rental reversion of 4.6 per cent for lease renewals in its first quarter ended Mar 31, with its portfolio occupancy standing at 92.6 per cent, down from 93.2 per cent in the last qua

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