@MilkTeaBro:Q1 2023 review I was in full position in Q1 2023. I used graphics started from 01/01/2022. I called this investment cycle 'Fed interest hike campaign'. My previous investment cycle was called 'Covid-19 crisis', it started from March 2020, Covid-19 breakout, ended on Sep 2021, Covid-19 vaccine applied in major economic countries. My Investment object was two major oil company stocks in this campaign. The logic is that oil and gas were primary energy, it's demanded when world got out from Covid-19. My current ongoing campaign was 'Fed interest hike campaign'. The truth is that all assets were offered at a discounted price when Fed hikes interest. And the assets price will go back to the normal level when Feb places interest in the sustainable level. I added position in same frequency as F
@Furore:Rising on the recovery in international air traffic SIAE's ($SIA ENGINEERING CO LTD(S59.SI)$ ) share price is down by around 10% from its May 2022 highs, underperforming the broad STI Index by around 10%. Its core profitability is now more imminent, so this should provide a more attractive entry point for investors to play the earnings recovery story for SIAE, on the back of the recovery in international air traffic. As China opens up, the recovery trends could be faster. Despite Singapore reopening fully, flight traffic at Singapore Changi Airport (the main base for SIAE's line maintenance operations), is still at 65% of pre-pandemic levels. As this moves towards the 80% mark in 2HFY23, SIE should achieve a core earnings turnaround. With