Hi. I think that it might be a very good deal to purchase SG Reits such as Mapletree PanAsia Com Tr or Mapletree Logistics Tr in view of their recovering from all time low price (52wks). Moreover interest rate would be reducing progressively by FED. The main attraction point to consider is the high dividend as well. E.g. abt 7% for Mapletree PanAsia Com Tr. This is really much higher than other counters, less the local banks which give abt 5%. Cheers and hope that the Reits will continue their upwards march. [smile] [Happy]
$ST Engineering(S63.SI)$ Why ST Engineering keeps moving southwards? Anyone knows ? Can't seem to locate any negative news. Thought latest earnings was quite up to expectations. [Speechless] [Speechless] [Speechless]
$YZJ Shipbldg SGD(BS6.SI)$ Another lousy news again. Why the mkt is so reactive and panicky these days? Will lose once sell away the shares of a strong company which you owned. Thought the co mentioned no material impact on it in comparison to its revenue etc. ?
My best buy of the year is this Lego set. The key reason is the time that I could spend with my son to build the lego (6 packs) progressively. It is the precious moment that makes the difference. In addition, hope that the OCBC shares that I bought could also generate good dividend/growth for the next 15 to 20 yrs, I.e. could be savings for my son when he grows up. Cheers and enjoy the precious moment with your family, pls.
$Mapletree PanAsia Com Tr(N2IU.SI)$ Wow. MPACT dropped so much just because of minor lower dividend. The dividend is still much better than FD, Tbill, etc. Strange sentiment indeed. This Sg market really jiat lat. Sad.
OCBC and UOB should be bullish as well for consistency with DBS's performance. Associated investment sentiment is relatively positive for bank counters currently. OCBC will be releasing its 3Q results tomorrow and it should be better results than 2Q or year-on-year in consideration that its GE company has perform exceptionally well for 3Q, i.e. $273mil+ profit. Net interest income should be stable too. Let's hope OCBC will bull up significantly tomorrow. I guessed similarly as today most likely. Cheers, and all the way OCBC ! [Sly] [Grin]
$YZJ Shipbldg SGD(BS6.SI)$ Wow. What's wrong with this YZJ ? Still dropping like don't known what. China index is bulling up madly. China's stimulus measures should be boosting the performance of China companies moving forward. Yet this YZJ keeps dropping. Really strange sentiment. Oh no. Sad.
$ocbc bank(O39.SI)$ OCBC seems a far cry from DBS. Oh no. Hope its demand will be driven up soon and move upwards. Also hope that it's 3Q results will be good as well.
$Taiwan Semiconductor Manufacturing(TSM)$ Oh no. TSMC dropping like don't know what despite US indices green. Quite disappointed with this TSMC indeed. Not sure what's wrong with the associated sentiment. Seems no negative news seen. Sad 😥 😔 😟 Anyone knows ?
$Taiwan Semiconductor Manufacturing(TSM)$ Any negative news today ? Don't know what's wrong with TSMC ? Down quite considerable now. Strange sentiment indeed. Thought its target price was like $230+ by Bloomberg as well. Just saw it.
$ThaiBev(Y92.SI)$ 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.
$Tiger Brokers(TIGR)$ It dropped so significantly due to the proposed offering of new shares. Why offer such at this time ? Is there something really wrong with this Tiger Broker company ? Will it dilute the existing shares ? Sad case indeed.
$Taiwan Semiconductor Manufacturing(TSM)$ 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.
$Singtel(Z74.SI)$ 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]
$ST Engineering(S63.SI)$ Recent target price by DBS was $5.40 in view of its 3Q revenue met expectations. There was also strong performance in defence and public security segment. Understand that Temasek also raises stake in ST Engineering to 51%. Looks like quite a few good news all around, and hope that it will go Northwards in due time ! Come on, ST Engineering ! Cheers. [Grin] [Grin]
$Singtel(Z74.SI)$ What's going on with Singtel ? Super lousy performance since early am. Any sort of news these days could affect share price indeed. Change of leadership also affect. Thought it should be positive instead. New leadership means new ideas and directions etc. Hope it can turnaround soon. Oh no. Cheers.
$YZJ Shipbldg SGD(BS6.SI)$ Go Go Go YZJ. Seems bullish now. Hope it can sustain towards the ATH 52wks level in view of bagging more contracts to date. Understand it is reaching US 12bil. And hope Mr Trump will moderate himself in terms of tariff issues etc. Otherwise poor sentiment might kick in again. Cheers. [Happy] [Great]
$Mapletree PanAsia Com Tr(N2IU.SI)$ With the upcoming FED reduction of interest rates. This will benefit businesses vastly, especially the reits in the longer term. Hence, MPACT should be bullish and move up progressively. Hope that it can breach $1.5 level soon. Come on MPACT; in tandem with other mapletree reits !