Old Bull Run 跑吧 老牛
Old Bull Run 跑吧 老牛
keep Calm & Buy The Dip
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$Singtel(Z74.SI)$   I last talk about this counter was back in 2023, it’s been months and market conditions + SingTel prices have changed however my position remains the same. Last closing price on 12 July was $2.95. The last time we saw this price was in 2020 March pandemic. SingTel prices was on the downtrend. $2.95 wasn’t even support price because $2.95 was not only broken easily but price dive further down the months. Right now, $2.95 became the resistance price instead, having tested on 11 & 12 July. Since Jun 2024 with SingTel joint venture into developing next gen data centre in Msia, the upward trend got steeper. With the sell down of Airtel , capital recycling to unlock value from its assets and partnering with lend
$Precigen(PGEN)$ Finally some good news for this stock. Precigen, Inc. (PGEN) said on Friday that the US Food and Drug Administration (FDA) has approved its immunotherapy Papzimeos for the treatment of adults with recurrent respiratory papillomatosis (RRP). Recurrent respiratory papillomatosis (RRP) is a rare condition where benign, wart-like tumors, called papillomas, grow in the respiratory tract, most commonly the larynx or the voice box. The disease can lead to severe voice disturbance, a compromised airway, and recurrent post-obstructive pneumonias. According to Precigen, there are about 27,000 adult RRP patients in the U.S and Papzimeos is now the first and only FDA-approved therapy for the treatment of adults with RRP.
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$Intel(INTC)$  Institutional investors and hedge funds have recently made changes to their positions in the company. As of May 2025 while some institutions have reduced their holdings, others have increased theirs, reflecting a more optimistic approach amid Intel’s ongoing strategic shifts and market performance. Norges Bank increased in shares of Intel in the fourth quarter worth about $1,246,569,000. Two Sigma Advisers increased their shares of Intel during the 4th quarter worth approximately $289,752,000. Two Sigma Investments LP bought a new position in Intel in the fourth quarter valued at approximately $237,457,000. Assenagon Asset Management S.A. raised its holdings in Intel by 264.0% during the 4th quarter.
$NIO Inc.(NIO)$   NIO’s outlook for 2025 is marked by ambitious growth targets and global expansion plans. While the company faces challenges such as international tariffs and financial volatility, its strategic initiatives in product diversification, technological innovation, and market expansion position it as a resilient player in the evolving EV landscape. In April 2025, NIO achieved a notable milestone by delivering 23,900 vehicles, marking a 53% year-over-year increase. This includes 19,269 units from its premium NIO brand, 4,400 from the family-oriented ONVO brand, and initial deliveries from the new Firefly subcompact line. Year-to-date, NIO has delivered 65,994 vehicles, up 44.5% compared to the same per
$Lucid Group Inc(LCID)$ Lucid Motors faces a challenging year in 2025 as it scales production expand vehicle lineup, and navigate financial challenges. While Lucid's long term goal has always been to challenge Tesla's dominance in the electric market, the company has to overcome short and mid term challenges first. One big reason for optimism is that deliveries shot up 71% in 2024 compared to the year before, hitting 10,241 cars delivered. This year, Lucid is also expanding its offerings with the introduction of the Gravity SUV, its first electric SUV model. Financially, Lucid continues to face challenges. The company reported a net loss of $3.06 billion for 2024, despite a 50% increase in revenue to $234.5 million
$Intel(INTC)$   Intel is attempting a turnaround in 2025. While the company faces challenges, including a struggling stock price which we have seen it dropping 40% in a year and intense competition from other chip manufacturers. Intel is focusing on its foundry business, particularly its 18A process, to regain market share and boost profitability. Analysts predict a significant improvement in Intel's earnings in 2025, with a projected EPS of $0.98 by December 2025. This represents a substantial recovery from the projected loss of $0.15 per share in 2024. Last but not least , new CEO & management is expected to implement a more focused and aggressive strategy to address the company's challenges.
$Lucid Group Inc(LCID)$  Good to see LCID rising amid these market turmoil 
$NASDAQ(.IXIC)$  How much does Nasdaq need to decline further to enter bear market? A bear market is typically defined as a decline of 20% or more from a recent high. The Nasdaq Composite Index reached an all-time closing high of 20,173.89 on December 16, 2024.  As of 3 Mar 202, the index closed at 18,622.93, reflecting a decrease of approximately 7.7% from its peak. To enter bear market territory, the Nasdaq would need to decline by 20% from its all-time high, which equates to a level of 16,139.11. From its current level, this would require an additional drop of about 13.3%, or 2,483.82 points.  So I can say the bear is not far away.  But what if the Nasdaq enters a bear market while the S&P 500 and Dow Jones do not? This ma
$Dow Jones(.DJI)$  When they say Sell In May & Go Away, they did not mention when we should make a come back. I would think not likely anytime before September, remember the September Effect, where the market tend to be weaken in the month of September. Right now we are the first Monday of August, In the past 36 years, August has actually been the worst month for the Dow Jones and the second-worst month for the S&P 500 and the Nasdaq. Today bloodshed earlier , with the Nikkei 225 plunging 12% and biggest single day decline since 1987 crash. News feeds about the massive sell-off before the US market opening soon should flood your mobile’s notification right now and perhaps adding to your anxiety.  But it's important that we shoul
Just HODL for a better tomorrow 
$ComfortDelGro(C52.SI)$  This is the only transportation stock I am holding now. After reaching $1.50 and a one year high in May, this stock went on a downtrend after ex-date in early May. Right now, July it’s finally showing some signs of positivity and of coz reliefs for bag holders like me, having witness its downward spiral during the pandemic, getting replaced in the STI main index after that. I am glad I did not sell in May and go away.  One good thing about C52 is that it has been very consistent in paying out dividends every year, which is at least 50% of its profits. The group has a very healthy cash flow, coming from their diverse range of services; Enginerring , EV charging, leasing, rail &
$Seatrium Ltd(5E2.SI)$ From the discussions here and online, i see a lot of negativity about this stock. However, we come here with a common purpose and that is to make money and perhaps get some excitement as we ride with the stock’s roller coaster pricing. Talking about roller coaster price, this stock fits the description well. Since 2020 and previously known as SembCrop Marine SGX: S51, this stock has went down and down, went thru a series of share offerings in 2021-22, combination with Keppel’s offshore and marine, transition into clean energy, Brazil probe, removal from MSCI and finally 20:1 share consolidation this year. Yesterday’s price at S$1.48 and if you divide this by 20, ( share consolidation 20:1 ) it’s S$0.074 which is way below
$SINGTEL(Z74.SI)$ For this year, I am quite bullish for this stock. I think most of you already know about digital banking & GXS and so I will not go into details.  Unfortunately Last week, price went on a 2 month low because of a Citi report over Telkomsel's profitability. While SingTel is quick to address this concern by issuing a statement, price already took a dive and damage already done.  Because of the Ex-Date, price dive even lower such that a gap is formed. See chart below.  Gaps are usually triggered by good or bad news, in this case for SingTel, it's not so good news. However, gaps can also be a good trading opportunity to buy the dip. Because fundamentals haven really change much + SingTel's qu
$Missfresh Limited(MF)$ Missfresh Announces Entry of Share Purchase Agreements for Financing and Business Acquisition Aug. 03, 2023 4:05 PM ETMissfresh Limited (MF) BEIJING, Aug. 03, 2023 (GLOBE NEWSWIRE) -- Missfresh Limited (MF), today announced that it entered into two share purchase agreements with two investors, respectively (the “Share Purchase Agreements for Financing”), and another share purchase agreement with Mejoy Infinite Limited and its shareholder (the “Share Purchase Agreement for Business Acquisition”). The entry of the Share Purchase Agreements for Financing and the Share Purchase Agreement for Business Acquisition and the transactions contemplated thereunder have been approved by the board of directors of the Company (the “Boa
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