$Meta Platforms, Inc.(META)$  Staying long for the long term!

A 11% price reduction is observed in $SINGTEL(Z74.SI)$ shares in the past month. So what exactly happened? Q1'24 results was not fantastic as the weakening of Aussie dollar (9% drop) and poorer Optus performance (1.8% drop in EBITDA margins) have contributed to a drag in SingTel earnings. On the flip side, good performance was observed in other parts of SingTel eg. Bharti. It has achieved a 33% increase in NPAT and this is largely contributed by increase in India's mobile ARPU - average revenue per user.  All in all, the outlook for SingTel group as a whole will be pretty flat in the coming months, unless a big transformation comes about from its $6billion dollars asset monetisation efforts or an effectiv

$Sea Ltd(SE)$ just announced its Q2 earnings and share price just crashed down on investors like the waves by the sea. *no pun intended*  Taking a close look at SEA earnings report shows that it's a mixture of good and bad news. -ve : Mobile gaming business further deteriorated for the 5th quarter as digital entertainment buzz during Covid peak are winding down. Consumers are spending more time outdoors now as Covid restrictions are lifted and hence the spending on games reduced. Neutral : Shopee revenue actually grew by 21% to 2.1bil. However, it has fallen short of analyst expectation of 2.25bil. Personally, I do think that the e-commerce business is still doing fairly well.  +ve : Financial services s

With rising revenue in spirits and poorer performance in beer volumes, $THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$ recent results was deemed as rather neutral.  But first, why did beer sales dipped? It's largely due to a drop in alcohol discretionary spending in Vietnam as macro economy weakens. This has adversely affected Sabeco performance. On the other hand, spirits business is gaining momentum as sales price was increased and there is a better product offering on brown spirits. Overall, I am still bullish on ThaiBev as I believe the continued improvements in tourism will boost overall alcohol consumption. However, I will deploy my funds abit more cautiously as the market seems to plateau. Invest safe!

$Amazon.com(AMZN)$ once again didn't disappoint investors. It has reported quarterly profit that is almost twice the amount that analysts have expected. As a result, share price have skyrocketed around 9% post market. Amazon has further improved its delivery efficiency that led to faster goods turnaround time and at a lower cost incurred. This is definitely a great news for customers.  Furthermore, it is forecasted that Prime day that just took place recently will provide a spike in revenue for Amazon in the current quarter. As investors, we can expect more good news to come in the coming months! With that, please do your own diligence before investing in any stocks. Invest safe!

On top of revenue and earnings beat, what is keeping investors excited about $Meta Platforms, Inc.(META)$ ?  Prior to 2023, Meta has been beaten down quite badly with its first reduction ever reported in the monthly active users base of FB. As the active user base starts to pick up in 2023, there has been a boost in the advertising revenue for the business as well. Furthermore, in my humble opinion, I really have to salute Zuckerberg's ability to make swift pivots in strategic direction to ensure the company stays relevant and competitive. Just awhile back, Facebook has been rebranded and renamed into Meta for the purpose of highlighting its intent to become a market leader in Metaverse. As profit

GXS is the digital bank baby of $Grab Holdings(GRAB)$  and $SINGTEL(Z74.SI)$ . Recently, it has increased it's deposit cap up to S$75,000 and what excites me the most is the attractive no-frills savings interest rate of 3.48%. Yes, no minimum balance requirements, no lock-in period for GXS savings account. Kudos to Grab and SingTel for launching such a user friendly banking app that allows sign ups to be completed in less than 3 minutes. Furthermore, basic functionalities such as top up and withdrawals are super easy to use. Truly a seamless digital banking experience. With this attractive savings interest rate along with the customer friendly UI, I believe customer acquisition

$Tesla Motors(TSLA)$ Stock price just went south by ~10%. It was a painful drop, but for seasoned Tesla shareholders, this is nothing new. Tesla stock price is relatively volatile and it's not for the faint hearted.  So what exactly happened during earnings call that resulted in the sharp dip in share price? Basically, musk announced the possible price reduction in its products. And that creates fear of thinning profit margins which then resulted in a sell off. However, price adjustment to products are part and parcel of how companies adapt to macro economic conditions. In the current market, affordability is key in gaining traction. I believe that's why Musk made that announcement. All in all, I hope we are all ready for another round o

$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ ,$MAPLETREE LOGISTICS TRUST(M44U.SI)$  and $Mapletree PanAsia Com Tr(N2IU.SI)$  are 3 mega REITS managed by well known sponsor - Mapletree Investments.  Mapletree Investments has always been in the forefront of trending acquisitions, from data centres to commercial properties and more recently making its first move into Japan logistics market by acquiring Chikushino Logistics Centre in Kyushu, Japan. With this latest acquisition, Mapletree Investments is looking to strengthen its footing 7 of the 8 regions in Japan, in hopes to improve the logistics value chain as well. Overall, I can trust

Always happy to celebrate investment milestones with Tiger's badges!

Yes, $Alphabet(GOOG)$ is up over 4% yesterday and is up over 3% for the week. So what exactly drove the price of the big tech up this week? 1) Inflation data released on Wednesday is showing signs of plateauing and this is a strong indicator of Fed next move on rate hikes. With lowering inflation pressures, rate hikes are likely to be slowed further and eventually reduced. This is a good news for tech stocks for sure and Alphabet is a beneficiary. 2) Alphabet's AI product - Bard is rolled out in international markets such as Brazil and Europe. Also, new features such as text to speech and new language capabilities are introduced. This is just the beginning in increasing user adoption of Bard. We can definit

After a multi-year crackdown by the the Chinese regulatory authorities, the verdict is out for $Alibaba(BABA)$ affliliate - Ant group. A fine of close to USD 1 billion is imposed on Ant group. Hopefully with the payment of this fine, the scrutiny on the Fintech will be lifted and it can get on track to be IPO-ed again in no time! Although the future is still uncertain, but investors are thrilled by the likely end to the regulatory crackdown, and a 8% rally just happened. On top of this good news, other notable structural changes in Alibaba business is none other than their division of the business into 6 distinct slices - China commerce, International commerce, Cloud AI, Digital Media & Entertainment, Logistics a

For those that have not heard, $Amazon.com(AMZN)$ has started their AI revolutionary plans some time back.  Amazon has a competitive advantage in artificial intelligence via the custom chips and services aimed at users of language models from Amazon. So far, Amazon has introduced generative AI serviced called bedrock, AI chips called Inferentia and Trainium. All in all, be rest assured that Amazon is on top of its game and all ready to take away the pie in the AI wave. Stay tuned for more developments in Amazon AI aspects. According to tip ranks, analysts 37 out of 38 analysts have rated Amazon as a buy, making it a strong candidate for purchase. Also, Amazon 12 month forecast is now projected at $141.08 wh

$Meta Platforms, Inc.(META)$ was under great scrutiny when user growth wasn't meeting expectations last year. But what has changed since then? Embracing AI is one big game changer for Meta: 1) AI can potentially create new types of advertisements which can bring about higher ROI for Meta's advertising partners. 2) Innovations to the existing products such as IG post modification through text prompts or even AI chatbots with unique personalities to be introduced into WhatsApp are just very few examples of how AI can create breakthroughs for Meta. 3) Introducing MusicGen, a new AI music software will allow any creators to produce music just by feeding text prompts into the AI. How easy is this? With all these new deve

2023 YTD has been a panicky ride up for me! Having invested quite heavily into the market during Q4 2022 when the US market is in a technical recession, the fear of losing it all is definitely there. But always remember this quote from Warren Buffet: Be fearful when others are greedy, and be greedy when others are fearful. I am glad that I have put this into practice in the 2022 technical recession and have now reaped a small unrealized profit from it!  2023 is going to be an interesting year with different predictions floating around. "The next recession is coming H2 2023!" Or "The bull market has just started. Pump in money now!". Personally, I invest regularly regardless of the market direction. That being said, I do invest bigger amounts on months when the market is crashing.

$CDL HOSPITALITY TRUSTS(J85.SI)$ is an Asian leading hospitality REIT with Singapore contributing around 60% of its net property income. Investment opportunities: 1) As majority of its NPI is contributed by SG, the return of Chinese tourists (currently at 30% of pre-Covid levels only) will help sustain hospitality demand in SG and this will in turn provide support to the NPI of CDLHT. 2) Attractive valuation of CDLHT standing at 0.65 P/B is at its lower end based on historical range. This is bound to draw interest of value investors. I am excited for the upcoming earnings. Hope to hear good news from $CDL HOSPITALITY TRUSTS(J85.SI)$ ! Invest safe:)

$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$  once again won orders from a Norway based customer - Klaveness Combination Carriers to build 3 more combination carriers due in 2026.  So what had YZJ been doing right to encourage repeat patronization from its customer? 1) Combination carriers are run more efficiently than single purpose vessels. Also, the new vessels to be delivered by YZJ offers better fuel-efficient solution propelled by wind assistance, hence driving cost down for customer. 2) The way the combination carrier is designed also helped to lower the carbon footprint as there is reduced idle sailing involved. With that, YZJ Shipbuilding might be well positioned to meet its win target of USD3Billion for

$PayPal(PYPL)$ is beaten badly in the past year due to high interest rates and reduced consumer spending. However, things might be taking a good turn for PayPal with the recent agreement that KKR (private equity firm) had with PayPal to purchase a huge chunk of buy now pay later loans from PayPal.  With the proceeds, PayPal intends to allocate close to $1 billion for shares buyback this year. With the disposal of the loans, it also effectively reduces PayPal's exposure to credit risk and increases the company's free cash flow. This is definitely a good piece of news for investors.  I'm excited for the future of PayPal in 2023. What about you? @TigerStars