JPMorgan’s “Aggressive Buy” rating on Broadcom reflects the market’s confidence in the company’s strong position in AI infrastructure, networking chips, and software businesses. Broadcom has benefited from surging demand for AI-related hardware and its diversified revenue streams provide resilience compared to many pure-play semiconductor firms. However, investors should be cautious about valuation, as much of the AI optimism may already be reflected in the stock price. Would I buy? For long-term investors seeking exposure to AI and technology infrastructure, Broadcom remains attractive, but staggered purchases may be wiser than chasing short-term momentum.

Fed Chair Warsh’s debut could mark a significant shift in how markets interpret the Federal Reserve’s intentions. For years, investors have relied on the Fed’s well-rehearsed “script” of forward guidance and carefully calibrated messaging. If Warsh adopts a less predictable communication style or places greater emphasis on discretion, markets may face heightened volatility as participants reassess policy signals. While a departure from established norms could improve flexibility in responding to economic shocks, it also risks creating uncertainty and weakening the Fed’s credibility. Ultimately, the success of a new script will depend on whether it enhances clarity or simply leaves markets guessing.

$Trip.com Group Limited(TCOM)$  

Growth story disrupted by bottom line concerns. Yet, company is cash rich $5bn with guidance boasting EBITDA of 14% on base case scenario. I believe re-rating will come once capex slows down translating to more net income.  $Grab Holdings(GRAB)$  

$CapLand IntCom T(C38U.SI)$  massive sell on Fed decision to pause cut. Excitement for REIT lower debt cost should subside.  

‌$CapLand IntCom T(C38U)$  ‌Sold its share of Service residence at Capitalspring for $126mn. To receive est $37.8mn from the sale which will reduce it leverage by 0.3% to appx 38.4% if net proceeds were fully used to repay existing debt. The sale is not expected to have material impact to NAV and DPU for FY25. 

$CapLand IntCom T(C38U.SI)$   Is CICT Overpriced at This Stage? Let’s Break It Down! 1️⃣ 1Q Results – A Mixed Bag • Like-for-like NPI saw an uptick, which is good news! • However, overall NPI declined 0.8% YoY, signaling some underlying weakness. • The divestment of 21 Collyer Quay is expected to drag down DPU in the coming quarters. 2️⃣ NAV Snapshot • Last reported NAV: S$2.09 • Based on 1H25 projections, assuming DPU = 5.44 cents (50% of FY24) 3️⃣ Valuation Check • Calculated fair value = NAV + 1Q25 accumulated DPU (2.72 cents) • That gives us: S$2.1172/share • Note: This estimate does not factor in any market discount — something to keep in mind! 4️⃣ My Target Price • TP: S$2.03 • Target timeframe: B

$Grab Holdings(GRAB)$  waiting to break $5

$Li Auto(LI)$  Can the recovery sustain?  Li Auto is a key player in China’s rapidly growing electric vehicle (EV) market. With its focus on extended-range EVs (EREVs), the company offers a unique solution for consumers seeking longer driving range, positioning it well for market share growth. Business Model Li Auto designs, manufactures, and sells EREVs, generating revenue primarily through vehicle sales. The company has also developed an integrated ecosystem that includes software, autonomous driving, and after-sales services, driving recurring revenue streams. Growth Drivers 1. Expanding EV Market in China – China’s regulatory push for EV adoption offers a long runway for growth. 2. New Model Launches – Li Auto’s upcoming launches, i

$CapLand IntCom T(C38U.SI)$  

$CapLand IntCom T(C38U.SI)$  exciting at 2.06

$CapLand IntCom T(C38U.SI)$ positive earnings soon

$CapLand IntCom T(C38U.SI)$  Expecting PB to recover to 1.1 by end of this y year Supported by fed hike slow down