The major composite in SGX comes from the top 3 banks followed by Reits & other blue chips. Once these banks do well, SGX will likely to do well too. But to reach 6000 in 2026 means 1000 upside within a year, indeed a little too optimistic. I predict it will be around 5800 instead. Well, look at over the years, do we have many 500 jump? The money will go to more exciting & fast pace mkt. And we know local mkt still take time to revamp.
Brilliant move by NVDA CEO, investing into multiple & different "supply chain" from Intel to Nokia etc. The whole eco system intertwined and grow together, securing from fab to end user. Mitigating potential loss/risk in China market too. I will vote him CEO of the year of there's one. ๐
Hope this unpolished gem ๐ will grow soon. And with the latest acquisition on T cell technology, worth to take a look and put into my watch list. Support local biotech! Time to fly! GDTC
It is not easy to build a fab with advance technology. With a long history & established fab knowledge, and the support from US gov, Intel is poss to win more orders for it's foundry. They are one of the best foundry besides TSM. More orders will come as they are pushed by tariff to use these local facilities to escape taxes. And with the new CEO Lip-Bu Tan since March 2025, i am hopeful to see better execution from him.
The benefits of bottom-up ensures you that the company is strong and have good potential for "Investing". The big picture is not so controllable IMHO. Especially recent geo political environment changes fast. But it is best if we have the discipline to spread out the risk & be patient.
The benefits of bottom-up ensures you that the company is strong and have good potential for "Investing". The big picture is not so controllable IMHO. Especially recent geo political environment changes fast. But it is best if we have the discipline to spread out the risk & be patient.
Is like having a good dream but woke up middle of the night to reality of balance sheet - profits vs heavy investment outlay. With the uncertainty of bull or bear wins, I am looking at picking up #QQQ, VOO along the way. In worst case, just sit on it for bull to recover. At least this bull will not die (bankrupt). ๐