My view of $SK hynix(SKHY)$ is that deleveraging is nearly over and we should watch the rebound! (Option A) it was expected to happen at some point but now that it has largely unfolded in the first couple of days, it looks primed for a rebound. PE is also ridiculously low - this is a generational buying opportunity!
$DBS(D05.SI)$ I agree with several contributors that this is merely short-term consolidation. 19% increase in wealth management assets, double digit increase in non-interest income, substantially increased dividends for 2026 and 2027, $16b increase in deposits in Q4 etc. Buy the dip and be rewarded!
$SK hynix(SKHY)$ $Roundhill Memory ETF(DRAM)$ Ahead of SK Hynix results in a few hours' time, my take would be that it will smash expectations and show that memory stocks still have plenty of room to run!
$Singtel(Z74.SI)$ one of the best buys around delivering 4.2% dividends and cheap valuation for a diversified digital infrastructure and regional telecom holding company
$DBS(D05.SI)$ Now is the time to buy into a consistent and safe asset at a heavily discounted value that returns you at least 5.5% dividends for the next 2 years (!) and with the prospect of substantial valuation upside!
$NVIDIA(NVDA)$ Nvidia can defend its dominant position in AI accelerators through its hardware–software ecosystem, and its current premium valuation remains supported by very strong earnings growth and ongoing hyperscaler AI capex