KienBoon
KienBoon
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avatarKienBoon
12-20 15:05
Good news indeed in terms of considerable contract price and the potential intangible benefits such as increased of company experience/exposure and reputation. Hope it will help to boost its share price further. Cheers. [Great]  [Great]  
ST Engineering to Provide Metro Technologies to Bangkok's New Orange Line
$Taiwan Semiconductor Manufacturing(TSM)$   US counters plunged suddenly. Even TSMC also can't hold it. It was progressing well towards $205 level. Oh no. What's going on with this US Fed ? Thought it was good news with the 25 basic pts cut. Though might be fewer cuts in 2025 subject to inflation data. Really strong and unrealistic expectations these days causing the markets to be quite volatile indeed. However, might be good opportunities arising for certain strong and good counters. Hope markets and sentiment will recover progressively. Cheers. 
Doesn't seem to minimise the share price falling today.  Sad. Didn't see any negative news. Strange mkt sentiment indeed despite China/HK mkt in green. 
DBS Group Buys Back Shares Worth SG$13.3 Million
$Futu Holdings Limited(FUTU)$   Wow. What's wrong with this Futu ?  Keep dropping like no one businesses despite index green. Even Tiger is up. Can't believe it indeed. Sad. Anyone knows ? [Sad]  [Sad]  [Sad]  
$TSM 20241213 195.0 CALL$   My first Option Call (TSMC) sold at last date of expiry. Made a minor profit. It is quite volatile indeed that referenced closely to TSMC share price. It is more for short term investment. Cheers. Let me know if any feedbacks. Have a good weekend.
Good news indeed. Hope AMD, TSMC, etc move up strongly when mkt opens. Cheers.
24H | Semiconductor Shares Rise. Broadcom Soars 13%; Marvell Jumps over 5%; SOXL Rises 4%; Nvidia Gains 1%
I recalled my Mapletree PanAsia Com Tr; N2IU was trading at up to $1.53 in late Sep 2024. I tried to sell it but didn't manage to get it done at $1.53. After that the price kept moving southwards. Until today it is abt $1.21 which is abt 21% discount from that peak. Fortunately the dividend is still considered reasonable as compared to other counters, i.e. abt 7% at $1.22. Hence, it could be retained as longer term investment. In fact most investors would keep it for long term dividend distribution. But 1 lesson could be learnt from this scenario. If we want to sell off certain counter due to target achieved for example, just get it done even with 1c queue lower or last done selling price if possible. Otherwise profit could be eroded badly from a hindsight perspective. Nevertheless buy goo
Hope more investors will pump in more liquidity into TSMC in view of the great potential growth and earnings of TSMC moving forward. The AI demand should be ongoing for the longer term as it is currently in early stage. Understand that growth would continue towards 2030 and associated mkt demand would surge towards USD 800bil (ref: statista.com). Cheers.
Taiwan Semiconductor’s (TSM) Growth Continues as AI Demand Surges
It is a great expansion into new market indeed.  Defend armour vehicle of such is crucial to nation level in view of other advance developments. Hope that ST Engineering will continue to improve and innovate its  defend design and products. Hence, further expand its defend businesses. 
ST Engineering partners Kazakhstan Paramount Engineering to produce armoured vehicles
$ST Engineering(S63.SI)$   Seems lacklustre for ST Engineering. Dropped up to 5cthis morning. Didn't see any negative news related. Anyone knows ? Hope it will get better soon. Cheers. 
$Taiwan Semiconductor Manufacturing(TSM)$   Seems quite bad sentiment for TSMC currently. Any negative news today ? Thought China is making the steepest interest cut since 2015 ? Isn't it good news  ? Strange.  Moreover, China is going towards "moderately loose” monetary policy.  Sad 😥 😔 
Hi. My goal by end of 2024 is to explore more into Options investment such as the IV, HV parameters. Started to buy 1 call option (TSMC) and its volatility is quite drastic. Moreover there is expiring date based on the strike price. Understand that it can be sold off anytime before expiring. If it expires above the strike price, how does the profit return to us ? Merry Christmas and Happy New Year in advance. Cheers.
$Singtel(Z74.SI)$  Oh no. What's happening to Singtel ? Didn't see any negative news about it. Anyone knows ? Hope that it can U Turn soon.[Speechless]  [Speechless]  [Speechless]  
Good news indeed for TSMC. Hope that it will continue to expand its businesses and secure more big consumers as well. Cheers. 
TSMC in Talks with Nvidia for AI Chip Production in Arizona, Sources Say​
$ThaiBev(Y92.SI)$  $ThaiBev(Y92.SI)$   Open a minor position for ThaiBev in view of its dip today. Think it should move up subsequently. Hope i am correct. Cheers. 
$ThaiBev(Y92.SI)$ Thai Bev seems to pull back today. Could be due to profit taking after quite many days of green movement. Hope it will continue to move upwards. Target price ny ocbc and dbs is abt 69c and 77c respectively. Quite a big difference. Hope the higher one stands. Cheers.
$Yoma Strategic(Z59.SI)$   Go go go Yoma. Hope it can continue the recovery towards ATH 52 wks. 
$Singtel(Z74.SI)$   Wow. From high green to neutral today. Oh no Singtel. Thought it was bullish this am. Moreover STI is green today. Strange and lacklustre sentiment indeed. Hope can U turn soon. Come On Singtel. [Surprised]  [Smug]  
$YZJ Shipbldg SGD(BS6.SI)$  Great news for YZJ once again regarding its increase of contracts by another US$2.6bil. It seems that its main business is getting increasingly bullish.  Demand for associated ship construction projects seems increasing as well. Hope YZJ continues to bag in more contracts progressively. With that, more and more investors will take it to ATH 52wks soon. In the longer term, YZJ will grow positively as well into the next few Q. Cheers. 
Apple is huge company and the order should be significant for TSMC indeed. Cheers.
TSMC Rises on Reports of Apple M5 Chip Order

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