$MAPLETREE NORTH ASIA COMM TR(RW0U.SI)$$MAPLETREE COMMERCIAL TRUST(N2IU.SI)$ Merger news are out.Each MACT unit can be converted to:0.5009 MCT units + $0.1912Or 0.5964 MCT unitsHowever with MCT, Dividends yield will drop to 4.7%, current MACT dividend uield is about 6%. So basically you are selling the golden egg at a premium.MCT also get to buy the assets at NAV, whichis a good deal given the avg valuation of reits is about 1.1-1.2x P/BSo MCT gets a very good deal. NAC can also shed its reputation of being a HK stock. But in terms of benefits, MCT benefit more. 

Based on seasonality, the nasdaq has increased in July for last 5 years. Hope that the trendcontinues For a mini reversal

Anyone has a R To give away?https://www.tigerbrokers.com.sg/activity/market/2022/8th-anniversary/?adcode=20220523112514&lang=en_US&skin=1&os=iOS&type=ask&letterKey=R&uuid=3574455472493609&invite=BEV0TQ&platform=iOS&shareID=714bf1d987359d7cc6b9bc2c6fed4805&utm_source=invite&utm_campaign=20220523112514&utm_medium=copy#

$TENCENT(00700)$the faster napier sells thebetter. The shareholder doesnt add value to tencent. Just look at their own company status And investments so far. i can say most are poor.Tencent remains their lifeline And instead of selling their other Non profitable assets, they went to sell theirgolden goose. Poor strategy. 

$MAPLETREE COMMERCIAL TRUST(N2IU.SI)$Investors should have received the letter of offer for the preferential Issue at $2.03My suggestion is DO NOT subscribe to it. Current price is $1.8. There is no reason to pay above current market price.As mapletree will fork out the money, it is a real good stock now at $1.8. Thinking of buying more. 

$Lendlease Global Commercial REIT(JYEU.SI)$The rights issue is 1.4x subscribed. Hence over next few days there will be some weakness and opportunists will sell out. Hence likelihood it will balance at about 0.74-0.77. Hold tight for long term

$Adobe(ADBE)$The earnings are good and beat estimates. Guidance was honest and take into account the reduced revenues from Russia and Ukraine due to the war. The analysts clearly did not cater for war effects And instead screamed the guidance is poor. A couple if weeks ago, JPM foolishly rated baba at $65 to short chinese stocks. That showed us analysts are foolish and doesnt know how to value a stock. Hence, ignore the lousy analysts estimates and do your own dilligence. Clearly syndicates wanted to short tech stocks and will find all sorts of lousy nitty gritty reasons to do so.

$Meta Platforms, Inc.(FB)$Many are asking whether can buy. For sure you can buy now and if u go forward 3 years, it should be profitable. Revenue and Cash flow increased. But diversification is now ongoing into metaverse and hence EPS dropped. Buy in tranches. Example: First buy 25%, 2nd buy another 25-50% and so on. Also We never know when is bottom, so spread the tranches into several days or weeks. FB will continue to be profitable. Instagram is hot and belongs to FB for those who dont know. Whatsapp is not monetised yet. Imagine they put non-invasive ads on it. There are manyopportunities for fb to increase their revenue. 

$Tesla Motors(TSLA)$Tesla show a bearish englufing candle last week. It means it is likely to go down further.Dont rush to buy. Good support is at 795 where the 200ema is. Next support is at $680 and $562.MM is likely to push down the price Next few months. Hope the support can hold. My view is i will only buy 10% allocation at 795, 30% at680 and full allocation at $562.

The chinese EVs annouced their deliveries. The high increase in deliveries will offset the ceassation ofsubsidies. Take profit first if u can, then observe the impact to Q1 Q2 financials, as it is likely to decreasesubstantially  $NIO Inc.(NIO)$$XPeng Inc.(XPEV)$

$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$Many asked Whether to take cash or reinvestReinvest is like compounding. The more you reinvest the more your dividends compounds.Let me show you a scenario. Assuming if you invest $1 in one share with 4% dividends. the share price remains unchanged overtime. Conversion rate for reinvestment is at $1 per share, meaning without discount. Without reinvest:Year 1: $1.0 + $0.04 = $1.04, shares left = 1Year 2: $1.04 + $0.04 =$1.08, shares left = 1Year 3: $1.08+ $0.04 =$1.12, shares left = 1At year 3 you will have $1.12 of capital, But your shares will still be 1 share.With reinvest:Year, capital + dividend Year 1: $1.0 + $0.0, shares left = 1.04Year 2: $1

$Coinbase Global, Inc.(COIN)$$Riot Blockchain, Inc.(RIOT)$Bitcoin seems to have rebounded from the bottom of cloud to tenkan (blue support line) And forms a hammer. This is a bullish sign. Tonight and next week, once a confirmation reversal is in, it is likely to go up to $50k. Cross fingers

$Pfizer(PFE)$Pfizer paxlovid cost $500 per course. US bought $15B worth. If china buy thesame it will bode well.Furthermore the vaccine for under 5 will be trleased this year. I suspect revenue will increase more than forecasted this year. Maybe 30-50% more. Get ready for upside. 

Should we invest in Baba or SEA in the long term. One way is to look at the earnings.Baba:P/E: 16.9Earnings: $7.23 Per shareSEA :P/E: lossEarnings: -$3.74 per shareA company burns cash when they keep making losses. The only way to get cash is to borrow or issue equity. A profitable company earns cash and gives out dividends or buy back shares. Which company will you own ?$Alibaba(BABA)$$Sea Ltd(SE)$

Fear is coming in. News kept blasting bad news and waging anxiety in the traders.It takes time for the interest rates effects to be felt In the market. U cant dampen demands in a month, it takes 3 months or more to see the effects. My view is wait for june or july data to see if inflation holdsteady. Recession or slower economy is certain but it is also the best time to buy cheap stocks. Covid market 2.0 is coming. For those who laments they missed the last run, u should be happy to scoop up at such good pricesAvoid speculative stocks and lets concentate on fundamentally good stocks when the time comes. Prepare your bullets. no need be like machine gun. Spray your bullets slowly over the year. 

$Riot Blockchain, Inc.(RIOT)$share price of bitcoin has hit the cloud resistance. Need to clear the cloud to further ramp up. I suspect it will have weakness in near term to hit 40k againbefore rising up. 

$Adobe(ADBE)$it hits a good support today. Likely to dip slightly below like 470-460 to flush out stop losses. After that is should rebound. If not, next stop is $420

NDX has reached bottom of cloud for support.it is crucial for this support to hold. Otherwisenext stop will be the March low

$MAPLETREE NORTH ASIA COMM TR(RW0U.SI)$Sold all. Thanks for the ride From $0.97

$Razer(01337)$It is a guaranteed $2.82 if u buy now. Which is 17.5%. Wonder why the selling