kei3006 personal page - To The Moon

kei3006

kei3006

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05-04

$Boustead(F9D.SI)$

05-04

$Boustead(F9D.SI)$

04-27

$JMH USD(J36.SI)$

04-27

$JMH USD(J36.SI)$

04-27

$Boustead(F9D.SI)$

04-27

$Boustead(F9D.SI)$

04-20

$Boustead(F9D.SI)$

04-20

$Boustead(F9D.SI)$

04-13

$DFIRG USD(D01.SI)$

04-13

$DFIRG USD(D01.SI)$

04-06

$DFIRG USD(D01.SI)$

03-30

$Boustead(F9D.SI)$

03-24

$JMH USD(J36.SI)$ Jardine Matheson's 2025 update is a strategic reset: the Chairman and CEO have committed to transforming the group from an owner‑operator into a focused investment company, and they are backing that shift with aggressive capital reallocation, hiring top talent, and a clear promise to grow dividends. That combination is the core of a bullish case that supports a US$120 12‑month target. --- Leadership mandate and governance Ben Keswick, Executive Chairman has reframed Jardines’ identity — governance through stronger boards, TSR‑linked incentives and a relentless focus on shareholder value. Lincoln Pan, Chief Executive Officer has translated that into an operational playbook: make 5‑year TSR the principal KPI, require senior mana

03-23

$Boustead(F9D.SI)$

03-23

$Boustead(F9D.SI)$

03-16

$JMH USD(J36.SI)$

03-16

$Boustead(F9D.SI)$

03-15

I voted for the Tygo mini fan😄

03-13

At last

03-09

$Boustead(F9D.SI)$

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href=\"https://ttm.financial/S/F9D.SI\">$Boustead(F9D.SI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/F9D.SI\">$Boustead(F9D.SI)$ </a>&nbsp;","text":"$Boustead(F9D.SI)$","images":[{"img":"https://community-static.tradeup.com/news/253aee3c15b8203b949efbf04fe9012a","width":"894","height":"1520"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/548147945064000","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":546209199031664,"gmtCreate":1774362902054,"gmtModify":1774363160035,"author":{"id":"3577580310678561","authorId":"3577580310678561","name":"kei3006","avatar":"https://community-static.tradeup.com/news/53157c6df5fed450388ea825fc9bbfe0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577580310678561","idStr":"3577580310678561"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/J36.SI\">$JMH USD(J36.SI)$ </a> Jardine Matheson's 2025 update is a strategic reset: the Chairman and CEO have committed to transforming the group from an owner‑operator into a focused investment company, and they are backing that shift with aggressive capital reallocation, hiring top talent, and a clear promise to grow dividends. That combination is the core of a bullish case that supports a US$120 12‑month target. --- Leadership mandate and governance Ben Keswick, Executive Chairman has reframed Jardines’ identity — governance through stronger boards, TSR‑linked incentives and a relentless focus on shareholder value. Lincoln Pan, Chief Executive Officer has translated that into an operational playbook: make 5‑year TSR the principal KPI, require senior mana","listText":"<a href=\"https://ttm.financial/S/J36.SI\">$JMH USD(J36.SI)$ </a> Jardine Matheson's 2025 update is a strategic reset: the Chairman and CEO have committed to transforming the group from an owner‑operator into a focused investment company, and they are backing that shift with aggressive capital reallocation, hiring top talent, and a clear promise to grow dividends. That combination is the core of a bullish case that supports a US$120 12‑month target. --- Leadership mandate and governance Ben Keswick, Executive Chairman has reframed Jardines’ identity — governance through stronger boards, TSR‑linked incentives and a relentless focus on shareholder value. Lincoln Pan, Chief Executive Officer has translated that into an operational playbook: make 5‑year TSR the principal KPI, require senior mana","text":"$JMH USD(J36.SI)$ Jardine Matheson's 2025 update is a strategic reset: the Chairman and CEO have committed to transforming the group from an owner‑operator into a focused investment company, and they are backing that shift with aggressive capital reallocation, hiring top talent, and a clear promise to grow dividends. That combination is the core of a bullish case that supports a US$120 12‑month target. --- Leadership mandate and governance Ben Keswick, Executive Chairman has reframed Jardines’ identity — governance through stronger boards, TSR‑linked incentives and a relentless focus on shareholder value. Lincoln Pan, Chief Executive Officer has translated that into an operational playbook: make 5‑year TSR the principal KPI, require senior mana","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/546209199031664","isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":545527692625264,"gmtCreate":1774196518654,"gmtModify":1774196520619,"author":{"id":"3577580310678561","authorId":"3577580310678561","name":"kei3006","avatar":"https://community-static.tradeup.com/news/53157c6df5fed450388ea825fc9bbfe0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577580310678561","idStr":"3577580310678561"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/F9D.SI\">$Boustead(F9D.SI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/F9D.SI\">$Boustead(F9D.SI)$ </a>&nbsp;","text":"$Boustead(F9D.SI)$","images":[{"img":"https://community-static.tradeup.com/news/5c103991256d5b878c64a1a5d2112fa2","width":"894","height":"1520"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/545527692625264","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":545527211524592,"gmtCreate":1774196493114,"gmtModify":1774196496736,"author":{"id":"3577580310678561","authorId":"3577580310678561","name":"kei3006","avatar":"https://community-static.tradeup.com/news/53157c6df5fed450388ea825fc9bbfe0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577580310678561","idStr":"3577580310678561"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/F9D.SI\">$Boustead(F9D.SI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/F9D.SI\">$Boustead(F9D.SI)$ </a>&nbsp;","text":"$Boustead(F9D.SI)$","images":[{"img":"https://community-static.tradeup.com/news/b44da003cd81bb6ebfc4cbeff7594a1c","width":"894","height":"1520"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/545527211524592","isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":543094210315800,"gmtCreate":1773619205861,"gmtModify":1773619209224,"author":{"id":"3577580310678561","authorId":"3577580310678561","name":"kei3006","avatar":"https://community-static.tradeup.com/news/53157c6df5fed450388ea825fc9bbfe0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577580310678561","idStr":"3577580310678561"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/J36.SI\">$JMH USD(J36.SI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/J36.SI\">$JMH USD(J36.SI)$ </a>&nbsp;","text":"$JMH USD(J36.SI)$","images":[{"img":"https://community-static.tradeup.com/news/0b74d79151f3b25c3ed65237ae940263","width":"894","height":"1435"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543094210315800","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":543093734425136,"gmtCreate":1773619155456,"gmtModify":1773619159156,"author":{"id":"3577580310678561","authorId":"3577580310678561","name":"kei3006","avatar":"https://community-static.tradeup.com/news/53157c6df5fed450388ea825fc9bbfe0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577580310678561","idStr":"3577580310678561"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/F9D.SI\">$Boustead(F9D.SI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/F9D.SI\">$Boustead(F9D.SI)$ </a>&nbsp;","text":"$Boustead(F9D.SI)$","images":[{"img":"https://community-static.tradeup.com/news/90533f78f77e40f7178c21f603a3b589","width":"894","height":"1435"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543093734425136","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":542948885865424,"gmtCreate":1773583804247,"gmtModify":1773583808420,"author":{"id":"3577580310678561","authorId":"3577580310678561","name":"kei3006","avatar":"https://community-static.tradeup.com/news/53157c6df5fed450388ea825fc9bbfe0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577580310678561","idStr":"3577580310678561"},"themes":[],"title":"","htmlText":"I voted for the Tygo mini fan😄","listText":"I voted for the Tygo mini fan😄","text":"I voted for the Tygo mini fan😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/542948885865424","isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":541924101534744,"gmtCreate":1773333499950,"gmtModify":1773333503703,"author":{"id":"3577580310678561","authorId":"3577580310678561","name":"kei3006","avatar":"https://community-static.tradeup.com/news/53157c6df5fed450388ea825fc9bbfe0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577580310678561","idStr":"3577580310678561"},"themes":[],"title":"","htmlText":"At last","listText":"At last","text":"At last","images":[{"img":"https://community-static.tradeup.com/news/c351829b365660bafea89c9af73bfe1d","width":"1080","height":"1507"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/541924101534744","isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":540696995833176,"gmtCreate":1773027811858,"gmtModify":1773027813873,"author":{"id":"3577580310678561","authorId":"3577580310678561","name":"kei3006","avatar":"https://community-static.tradeup.com/news/53157c6df5fed450388ea825fc9bbfe0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577580310678561","idStr":"3577580310678561"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/F9D.SI\">$Boustead(F9D.SI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/F9D.SI\">$Boustead(F9D.SI)$ </a>&nbsp;","text":"$Boustead(F9D.SI)$","images":[{"img":"https://community-static.tradeup.com/news/df656930ee4efb57e47b739990a47fe7","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/540696995833176","isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":531845025833424,"gmtCreate":1770866535229,"gmtModify":1770866539184,"author":{"id":"3577580310678561","authorId":"3577580310678561","name":"kei3006","avatar":"https://community-static.tradeup.com/news/53157c6df5fed450388ea825fc9bbfe0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577580310678561","idStr":"3577580310678561"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> IPO debut on 1 Nov 1993, intra day high at $5. It took more than 32 years to break the historical record high!","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> IPO debut on 1 Nov 1993, intra day high at $5. It took more than 32 years to break the historical record high!","text":"$Singtel(Z74.SI)$ IPO debut on 1 Nov 1993, intra day high at $5. It took more than 32 years to break the historical record high!","images":[{"img":"https://community-static.tradeup.com/news/c35fa7cfc39bde7267b9e6a115a9ea8c","width":"857","height":"550"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":11,"link":"https://ttm.financial/post/531845025833424","isVote":1,"tweetType":1,"viewCount":2614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":498678033142496,"gmtCreate":1762772549230,"gmtModify":1762834529071,"author":{"id":"3577580310678561","authorId":"3577580310678561","name":"kei3006","avatar":"https://community-static.tradeup.com/news/53157c6df5fed450388ea825fc9bbfe0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577580310678561","idStr":"3577580310678561"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInvest(9CI.SI)$&nbsp;</a> There has been chatter around CLI’s potential merger with either Mapletree or Frasers Property. While the market speculates on consolidation, I believe strategic discipline must prevail. 🔍 Mapletree Merger – Misaligned Portfolios, Minimal Synergy I’m negative on any CLI-Mapletree merger. Their portfolios are structurally divergent—Mapletree leans heavily into logistics and industrial, while CLI’s strength lies in integrated developments and hospitality. The overlap is minimal, and any merger would likely dilute operational clarity rather than enhance it. Forced integration across such different asset classes risks inefficiency and muddled execution. ✅ Frasers Property – A More Tactical Fit A buyout or merger with","listText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInvest(9CI.SI)$&nbsp;</a> There has been chatter around CLI’s potential merger with either Mapletree or Frasers Property. While the market speculates on consolidation, I believe strategic discipline must prevail. 🔍 Mapletree Merger – Misaligned Portfolios, Minimal Synergy I’m negative on any CLI-Mapletree merger. Their portfolios are structurally divergent—Mapletree leans heavily into logistics and industrial, while CLI’s strength lies in integrated developments and hospitality. The overlap is minimal, and any merger would likely dilute operational clarity rather than enhance it. Forced integration across such different asset classes risks inefficiency and muddled execution. ✅ Frasers Property – A More Tactical Fit A buyout or merger with","text":"$CapitaLandInvest(9CI.SI)$ There has been chatter around CLI’s potential merger with either Mapletree or Frasers Property. While the market speculates on consolidation, I believe strategic discipline must prevail. 🔍 Mapletree Merger – Misaligned Portfolios, Minimal Synergy I’m negative on any CLI-Mapletree merger. Their portfolios are structurally divergent—Mapletree leans heavily into logistics and industrial, while CLI’s strength lies in integrated developments and hospitality. The overlap is minimal, and any merger would likely dilute operational clarity rather than enhance it. Forced integration across such different asset classes risks inefficiency and muddled execution. ✅ Frasers Property – A More Tactical Fit A buyout or merger with","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/498678033142496","isVote":1,"tweetType":1,"viewCount":2267,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000174","authorId":"9000000000000174","name":"KevinKelly","avatar":"https://static.tigerbbs.com/0965d3709fcccd732467fba87aa4ea6e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000174","idStr":"9000000000000174"},"content":"[强]Spot-on analysis! Frasers'retail synergies could be game-changing for CLI's hospitality vertical.","text":"[强]Spot-on analysis! Frasers'retail synergies could be game-changing for CLI's hospitality vertical.","html":"[强]Spot-on analysis! Frasers'retail synergies could be game-changing for CLI's hospitality vertical."},{"author":{"id":"10000000000011024","authorId":"10000000000011024","name":"Astrid Stephen","avatar":"https://static.tigerbbs.com/1647de40d206ee3288442d8c4170cfa0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011024","idStr":"10000000000011024"},"content":"Mapletree’s a dud, Frasers deal could spark massive rallies!","text":"Mapletree’s a dud, Frasers deal could spark massive rallies!","html":"Mapletree’s a dud, Frasers deal could spark massive rallies!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":499062179262936,"gmtCreate":1762866436807,"gmtModify":1762866442884,"author":{"id":"3577580310678561","authorId":"3577580310678561","name":"kei3006","avatar":"https://community-static.tradeup.com/news/53157c6df5fed450388ea825fc9bbfe0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577580310678561","idStr":"3577580310678561"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/S08.SI\">$SingPost(S08.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> At 42 cents, SingPost looks materially underpriced given the near term catalysts. This is why shareholders should be optimistic:- - Asset realisation: Sale of SingPost Centre is a clear NAV catalyst. - Core postal drag: Domestic postal operations are loss‑making and need a structural solution; management is engaging in active discussion with the government in view to find a sustainable solution. - Network advantage: Dense network of ~2,500 touchpoints (~80% of the population within 10 minutes) provides a low‑cost platform to roll out higher‑yield services at scale. Assuming completion of the SingPost Centre sale and government support for the local postage obligation, a 65 cents target price is","listText":"<a href=\"https://ttm.financial/S/S08.SI\">$SingPost(S08.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> At 42 cents, SingPost looks materially underpriced given the near term catalysts. This is why shareholders should be optimistic:- - Asset realisation: Sale of SingPost Centre is a clear NAV catalyst. - Core postal drag: Domestic postal operations are loss‑making and need a structural solution; management is engaging in active discussion with the government in view to find a sustainable solution. - Network advantage: Dense network of ~2,500 touchpoints (~80% of the population within 10 minutes) provides a low‑cost platform to roll out higher‑yield services at scale. Assuming completion of the SingPost Centre sale and government support for the local postage obligation, a 65 cents target price is","text":"$SingPost(S08.SI)$ At 42 cents, SingPost looks materially underpriced given the near term catalysts. This is why shareholders should be optimistic:- - Asset realisation: Sale of SingPost Centre is a clear NAV catalyst. - Core postal drag: Domestic postal operations are loss‑making and need a structural solution; management is engaging in active discussion with the government in view to find a sustainable solution. - Network advantage: Dense network of ~2,500 touchpoints (~80% of the population within 10 minutes) provides a low‑cost platform to roll out higher‑yield services at scale. Assuming completion of the SingPost Centre sale and government support for the local postage obligation, a 65 cents target price is","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/499062179262936","isVote":1,"tweetType":1,"viewCount":1223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":499027494609168,"gmtCreate":1762857952382,"gmtModify":1762858163980,"author":{"id":"3577580310678561","authorId":"3577580310678561","name":"kei3006","avatar":"https://community-static.tradeup.com/news/53157c6df5fed450388ea825fc9bbfe0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577580310678561","idStr":"3577580310678561"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/S08.SI\">$SingPost(S08.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Finally, Singpost issued option to purchase to Union Gas's boss for the 10 shophouses @$55.5m. Book value only $6.36m, expected to book a profit of $49.14m. Hosei liao, everything falling according to plan. Am I the only one excited about Singpost's prospect?&nbsp;","listText":"<a href=\"https://ttm.financial/S/S08.SI\">$SingPost(S08.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Finally, Singpost issued option to purchase to Union Gas's boss for the 10 shophouses @$55.5m. Book value only $6.36m, expected to book a profit of $49.14m. Hosei liao, everything falling according to plan. Am I the only one excited about Singpost's prospect?&nbsp;","text":"$SingPost(S08.SI)$ Finally, Singpost issued option to purchase to Union Gas's boss for the 10 shophouses @$55.5m. Book value only $6.36m, expected to book a profit of $49.14m. Hosei liao, everything falling according to plan. Am I the only one excited about Singpost's prospect?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/499027494609168","isVote":1,"tweetType":1,"viewCount":1038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":523510857237728,"gmtCreate":1768837110295,"gmtModify":1768837113615,"author":{"id":"3577580310678561","authorId":"3577580310678561","name":"kei3006","avatar":"https://community-static.tradeup.com/news/53157c6df5fed450388ea825fc9bbfe0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577580310678561","idStr":"3577580310678561"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/J36.SI\">$JMH USD(J36.SI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/J36.SI\">$JMH USD(J36.SI)$ </a>&nbsp;","text":"$JMH USD(J36.SI)$","images":[{"img":"https://community-static.tradeup.com/news/e1118c1154ebe3f3fad7a3ecd4557e5d","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/523510857237728","isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":522303570174136,"gmtCreate":1768550627272,"gmtModify":1768550630490,"author":{"id":"3577580310678561","authorId":"3577580310678561","name":"kei3006","avatar":"https://community-static.tradeup.com/news/53157c6df5fed450388ea825fc9bbfe0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577580310678561","idStr":"3577580310678561"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/J36.SI\">$JMH USD(J36.SI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/J36.SI\">$JMH USD(J36.SI)$ </a>&nbsp;","text":"$JMH USD(J36.SI)$","images":[{"img":"https://community-static.tradeup.com/news/4142153b3a4a8e077f48a8261a9e425c","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/522303570174136","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":525843087553632,"gmtCreate":1769405595307,"gmtModify":1769405596919,"author":{"id":"3577580310678561","authorId":"3577580310678561","name":"kei3006","avatar":"https://community-static.tradeup.com/news/53157c6df5fed450388ea825fc9bbfe0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577580310678561","idStr":"3577580310678561"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/J36.SI\">$JMH USD(J36.SI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/J36.SI\">$JMH USD(J36.SI)$ </a>&nbsp;","text":"$JMH USD(J36.SI)$","images":[{"img":"https://community-static.tradeup.com/news/1e3b316502670619ca1c4dd145044401","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525843087553632","isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":525842739069176,"gmtCreate":1769405493101,"gmtModify":1769405496214,"author":{"id":"3577580310678561","authorId":"3577580310678561","name":"kei3006","avatar":"https://community-static.tradeup.com/news/53157c6df5fed450388ea825fc9bbfe0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577580310678561","idStr":"3577580310678561"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/J36.SI\">$JMH USD(J36.SI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/J36.SI\">$JMH USD(J36.SI)$ </a>&nbsp;","text":"$JMH USD(J36.SI)$","images":[{"img":"https://community-static.tradeup.com/news/7e95adbb33fed15f6286c7e627646837","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525842739069176","isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":509475029377824,"gmtCreate":1765415067403,"gmtModify":1765417159816,"author":{"id":"3577580310678561","authorId":"3577580310678561","name":"kei3006","avatar":"https://community-static.tradeup.com/news/53157c6df5fed450388ea825fc9bbfe0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577580310678561","idStr":"3577580310678561"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/J36.SI\">$JMH USD(J36.SI)$ </a>&nbsp; - Mandarin Oriental delisting: Executed “on the cheap” and clean — textbook consolidation to tighten control and unlock optionality. - Subsidiary strength: Performance aligned across the group; no visible drag, giving JMH room to move decisively. - Leadership reset: New boss in, sharpening competencies and strategy with an operator’s mindset instead of caretaker mode. - Shake-up underway: Structure, incentives, and capital allocation getting rewired — signals of intent, not optics. - Big moves plotting: Positioning for monetisation pathways (asset optimisation, brand leverage, capital recycling) with execution discipline front and center. --- Why it matters for JMH holders - Control premium: Consolidation of MO reduces f","listText":"<a href=\"https://ttm.financial/S/J36.SI\">$JMH USD(J36.SI)$ </a>&nbsp; - Mandarin Oriental delisting: Executed “on the cheap” and clean — textbook consolidation to tighten control and unlock optionality. - Subsidiary strength: Performance aligned across the group; no visible drag, giving JMH room to move decisively. - Leadership reset: New boss in, sharpening competencies and strategy with an operator’s mindset instead of caretaker mode. - Shake-up underway: Structure, incentives, and capital allocation getting rewired — signals of intent, not optics. - Big moves plotting: Positioning for monetisation pathways (asset optimisation, brand leverage, capital recycling) with execution discipline front and center. --- Why it matters for JMH holders - Control premium: Consolidation of MO reduces f","text":"$JMH USD(J36.SI)$ - Mandarin Oriental delisting: Executed “on the cheap” and clean — textbook consolidation to tighten control and unlock optionality. - Subsidiary strength: Performance aligned across the group; no visible drag, giving JMH room to move decisively. - Leadership reset: New boss in, sharpening competencies and strategy with an operator’s mindset instead of caretaker mode. - Shake-up underway: Structure, incentives, and capital allocation getting rewired — signals of intent, not optics. - Big moves plotting: Positioning for monetisation pathways (asset optimisation, brand leverage, capital recycling) with execution discipline front and center. --- Why it matters for JMH holders - Control premium: Consolidation of MO reduces f","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/509475029377824","isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":540538319348768,"gmtCreate":1772988927312,"gmtModify":1773020185836,"author":{"id":"3577580310678561","authorId":"3577580310678561","name":"kei3006","avatar":"https://community-static.tradeup.com/news/53157c6df5fed450388ea825fc9bbfe0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577580310678561","idStr":"3577580310678561"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/H78.SI\">$HongkongLand USD(H78.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Market talk: “No $10, no sell.” I see that as short‑term myopia. My investment thesis is longer term and execution‑driven: TP US$18–25 over 2–5 years. HKL is a NAV‑anchored platform that can materially re‑rate if management executes on three levers at once: crystallise NAV through disciplined disposals, scale a fee‑earning fund business, and return capital to shareholders via buybacks/dividends — all while Hong Kong prime office fundamentals recover and supply tightens in Central. How the range maps to outcomes - US$18 (floor): steady disposals at or above book, continued buybacks, and an emerging recurring fee stream justify a modest premium to today’s NAV. - US$25 (upside): requi","listText":"<a href=\"https://ttm.financial/S/H78.SI\">$HongkongLand USD(H78.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Market talk: “No $10, no sell.” I see that as short‑term myopia. My investment thesis is longer term and execution‑driven: TP US$18–25 over 2–5 years. HKL is a NAV‑anchored platform that can materially re‑rate if management executes on three levers at once: crystallise NAV through disciplined disposals, scale a fee‑earning fund business, and return capital to shareholders via buybacks/dividends — all while Hong Kong prime office fundamentals recover and supply tightens in Central. How the range maps to outcomes - US$18 (floor): steady disposals at or above book, continued buybacks, and an emerging recurring fee stream justify a modest premium to today’s NAV. - US$25 (upside): requi","text":"$HongkongLand USD(H78.SI)$ Market talk: “No $10, no sell.” I see that as short‑term myopia. My investment thesis is longer term and execution‑driven: TP US$18–25 over 2–5 years. HKL is a NAV‑anchored platform that can materially re‑rate if management executes on three levers at once: crystallise NAV through disciplined disposals, scale a fee‑earning fund business, and return capital to shareholders via buybacks/dividends — all while Hong Kong prime office fundamentals recover and supply tightens in Central. How the range maps to outcomes - US$18 (floor): steady disposals at or above book, continued buybacks, and an emerging recurring fee stream justify a modest premium to today’s NAV. - US$25 (upside): requi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/540538319348768","isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}