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Investordude1301

Investordude1301

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Investordude1301

03-30 17:21

Best time to buy into VOO at a steep discount!

Why Vanguard S&P 500 ETF (VOO) Is Slipping Today and Why Citi Says the Bull Market Isn’t Over

Investordude1301

03-29 12:22

Notably all views show that UOB is undervalued so buy it before people realise what a good deal they're missing out on!

Is United Overseas Bank (SGX:U11) Offering Value After Recent Share Price Weakness

Investordude1301

03-28 20:07

Investordude1301

03-28 15:14

My top picks are DBS and UOB for passive income!

Investordude1301

03-24

$UOB(U11.SI)$ high dividends and valuation upside. Enough said

Investordude1301

03-21

TLDR: Historically triple digit gains after bearish signal!

Sorry, the original content has been removed

Investordude1301

03-18

Those are very healthy numbers for UOB!

UOB Publishes Investor Roadshow Presentation on ASEAN Franchise Growth and FY25 Loans of SGD352 Billion

Investordude1301

03-18

SG Banks over REITs anytime

REITs Versus Bank Stocks: Where to Invest Your Next Dollar

Investordude1301

03-18

UBS is right on Gold's immense potential to appreciate further this year!

UBS Bullish on Gold: Dollar Pressure Temporary, Remains "Safe Haven King," New Highs Expected This Year

Investordude1301

03-18

$DBS(D05.SI)$ Quoting from a smart investor article: Blue chips are often viewed as safer bets during market turbulence. These companies typically possess stronger balance sheets, allowing them to maintain earnings and healthy cash flow even during downturns. In addition, blue-chip stocks often provide regular dividends. This offers investors a consistent income stream, providing a cushion even when stock prices fluctuate sharply.

Investordude1301

03-18

This is wonderful news for Nvidia!

CORRECTED-EXCLUSIVE-Nvidia preparing Groq chips that can be sold in Chinese market, sources say

Investordude1301

03-17

This is huge news for Amazon!

OpenAI to Sell AI to US Agencies Through Amazon Cloud Unit, the Information Reports

Investordude1301

03-17

$NVIDIA(NVDA)$ The GTC 2026 keynote framed Nvidia as the operating system of the AI economy, unveiling the Vera Rubin platform with massive gains in inference performance and token cost. Combined with a clearly mapped multi‑generation GPU roadmap and deep hyperscaler commitments, the message was durable and sustainable growth over the next several years!

Investordude1301

03-17

$UOB(U11.SI)$ Still an undervalued gem and serves as an effective risk‑off anchor during periods of market stress

Investordude1301

03-13

All SG banks will benefit! Effectively risk off assets

Investordude1301

03-13

Good time to invest in sg blue chips like DBS, UOB and Singtel

Navigating Market Turbulence: Are Singapore Blue-Chips a Timely Investment?

Investordude1301

03-08

DBS and UOB will be huge gainers from the Middle East conflict since a substantial amount of wealth will be diverted to Singapore banks!

Singapore Banks' Wealth Fees Could Get Boost From Middle East Conflict -- Market Talk

Investordude1301

03-05

I think these are all excellent reasons why stocks will remain resilient and continue to grow!

Here Are 6 Reasons Why Stocks May Shake off Iran Fears and Move Higher in March

Investordude1301

03-05

UOB and Singtel are well positioned for a price rally!

4 Stocks That Might Be Winners in the Next Market Rally

Investordude1301

03-04

Have faith and buy Nvidia while you can!

Billionaire Tesla Whale Says He Bought 1 Million Nvidia Shares

Go to Tiger App to see more news

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trading lower today as geopolitical tensions tied to the Iran conflict continue to build....</p>\n\n<a href=\"https://www.tipranks.com/news/why-vanguard-sp-500-etf-voo-is-slipping-today-and-why-citi-says-the-bull-market-isnt-over?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n","source":"tipranks_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Vanguard S&P 500 ETF (VOO) Is Slipping Today and Why Citi Says the Bull Market Isn’t Over</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Vanguard S&P 500 ETF (VOO) Is Slipping Today and Why Citi Says the Bull Market Isn’t Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-28 02:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/why-vanguard-sp-500-etf-voo-is-slipping-today-and-why-citi-says-the-bull-market-isnt-over?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Vanguard S&P 500 ETF ($VOO), which tracks the S&P 500, is trading lower today as geopolitical tensions tied to the Iran conflict continue to build....</p>\n\n<a href=\"https://www.tipranks.com/news/why-vanguard-sp-500-etf-voo-is-slipping-today-and-why-citi-says-the-bull-market-isnt-over?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPMO":"Invesco S&P 500 Momentum ETF","BK4588":"碎股","DBSC":"Deepwater Beachfront Small Cap ETF","JEPI":"JPMorgan Equity Premium Income ETF","VTV":"Vanguard Value ETF","BK4504":"桥水持仓","SSO":"2倍做多标普500ETF-ProShares","IVW":"标普500成长股指数ETF-iShares","BK4559":"巴菲特持仓","ALLW":"SPDR BRIDGEWATER ALL WEATHER ETF","XDTE":"Roundhill S&P 500 0DTE Covered Call Strategy ETF",".SPX":"S&P 500 Index","BK4550":"红杉资本持仓","SH":"做空标普500-Proshares","RSP":"平均加权指数ETF-Rydex S&P","SPYV":"SPDR Portfolio S&P 500 Value ETF","IVE":"标普500价值指数ETF-iShares","XYLD":"Global X S&P 500 Covered Call ETF","ACWI":"MSCI全球ETF-iShares","ETFT":"Fundsmith Equity 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all views show that UOB is undervalued so buy it before people realise what a good deal they're missing out on!","listText":"Notably all views show that UOB is undervalued so buy it before people realise what a good deal they're missing out on!","text":"Notably all views show that UOB is undervalued so buy it before people realise what a good deal they're missing out on!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/547773764929024","repostId":"2622492860","repostType":2,"repost":{"id":"2622492860","kind":"highlight","pubTimestamp":1774404617,"share":"https://ttm.financial/m/news/2622492860?lang=en_US&edition=fundamental","pubTime":"2026-03-25 10:10","market":"us","language":"en","title":"Is United Overseas Bank (SGX:U11) Offering Value After Recent Share Price Weakness","url":"https://stock-news.laohu8.com/highlight/detail?id=2622492860","media":"Simply Wall St.","summary":"If you are wondering whether United Overseas Bank at S$36.36 is offering fair value or a potential opportunity, this section helps you cut through the noise and focus on what the price really reflects.\nThe share price has seen a 1.4% decline over the last 7 days and a 5.8% decline over the last 30 days, while still sitting on returns of 3.1% year to date and 2.3% over the last year, with longer term 3 year and 5 year returns of 45.8% and 81.1% respectively.\nThat mix of short term weakness...","content":"<div>\n<p>If you are wondering whether United Overseas Bank at S$36.36 is offering fair value or a potential opportunity, this section helps you cut through the noise and focus on what the price really reflects...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/banks/sgx-u11/united-overseas-bank-shares/news/is-united-overseas-bank-sgxu11-offering-value-after-recent-s\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is United Overseas Bank (SGX:U11) Offering Value After Recent Share Price Weakness</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs United Overseas Bank (SGX:U11) Offering Value After Recent Share Price Weakness\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-25 10:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/sg/banks/sgx-u11/united-overseas-bank-shares/news/is-united-overseas-bank-sgxu11-offering-value-after-recent-s><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you are wondering whether United Overseas Bank at S$36.36 is offering fair value or a potential opportunity, this section helps you cut through the noise and focus on what the price really reflects...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/banks/sgx-u11/united-overseas-bank-shares/news/is-united-overseas-bank-sgxu11-offering-value-after-recent-s\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/7012000-choice1-main-header/1585186660482","relate_stocks":{"LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU0048597586.USD":"富达亚洲焦点A","LU2506952170.USD":"BNP 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SGD","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","SG9999002620.SGD":"LionGlobal South East Asia SGD","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","BK6523":"ESG概念"},"source_url":"https://simplywall.st/stocks/sg/banks/sgx-u11/united-overseas-bank-shares/news/is-united-overseas-bank-sgxu11-offering-value-after-recent-s","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2622492860","content_text":"If you are wondering whether United Overseas Bank at S$36.36 is offering fair value or a potential opportunity, this section helps you cut through the noise and focus on what the price really reflects. The share price has seen a 1.4% decline over the last 7 days and a 5.8% decline over the last 30 days, while still sitting on returns of 3.1% year to date and 2.3% over the last year, with longer term 3 year and 5 year returns of 45.8% and 81.1% respectively. That mix of short term weakness and longer term gains suggests that recent moves may be more about shifting expectations than a simple one way story. To make sense of this, you may want to look past the latest price swings and focus on what the current valuation implies for the bank's fundamentals. On Simply Wall St's 6 point valuation checklist, United Overseas Bank scores 3 out of 6. This means half of the checks point to the stock trading below their estimate of fair value. The next step is to look at the usual valuation methods investors rely on and, later in the article, a more structured way to put all those signals in context.  Find out why United Overseas Bank's 2.3% return over the last year is lagging behind its peers. AdvertisementApproach 1: United Overseas Bank Excess Returns Analysis The Excess Returns model looks at how much value United Overseas Bank creates over and above the return that shareholders require, based on the bank's equity and profitability outlook. For United Overseas Bank, the key inputs are:  Book Value: SGD29.36 per share Stable EPS: SGD3.76 per share (source: weighted future Return on Equity estimates from 14 analysts) Cost of Equity: SGD2.34 per share Excess Return: SGD1.41 per share Average Return on Equity: 11.07% Stable Book Value: SGD33.96 per share (source: weighted future Book Value estimates from 11 analysts)  The model compares the return implied by stable EPS with the cost of equity, then capitalises those excess returns on the stable book value. On this basis, Simply Wall St arrives at an intrinsic value of about SGD66.29 per share. Against the current share price of SGD36.36, that intrinsic value implies the stock is 45.2% undervalued according to this Excess Returns approach. Result: UNDERVALUED Our Excess Returns analysis suggests United Overseas Bank is undervalued by 45.2%. Track this in your watchlist or portfolio, or discover 246 more high quality undervalued stocks. U11 Discounted Cash Flow as at Mar 2026 Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for United Overseas Bank. Approach 2: United Overseas Bank Price vs Earnings For a profitable bank like United Overseas Bank, the P/E ratio is a useful way to relate what you are paying per share to the earnings the bank is generating today. It helps you see how many years of current earnings the market is effectively pricing in. What counts as a “normal” P/E depends on what investors expect for future growth and how much risk they see in the business. Higher expected growth or lower perceived risk can justify a higher P/E, while slower growth or higher risk usually calls for a lower one. United Overseas Bank currently trades on a P/E of 13.11x. That sits above the Banks industry average of about 10.75x and above the peer group average of 12.09x. Simply Wall St’s Fair Ratio for United Overseas Bank is 13.96x, which is its proprietary view of what the P/E “should” be after considering factors like earnings growth, profit margins, risks, industry and market cap. This Fair Ratio can be more tailored than a simple comparison to peers or the broad industry because it adjusts for those company specific features. Since the Fair Ratio of 13.96x is higher than the current P/E of 13.11x, the P/E based view suggests the shares are trading below that fair value reference. Result: UNDERVALUED SGX:U11 P/E Ratio as at Mar 2026 P/E ratios tell one story, but what if the real opportunity lies elsewhere? Start investing in legacies, not executives. Discover our 95 top founder-led companies. Upgrade Your Decision Making: Choose your United Overseas Bank Narrative Earlier it was mentioned that there is an even better way to understand valuation. On Simply Wall St's Community page you can use Narratives, where you set out your story for United Overseas Bank, link that story to your own revenue, earnings and margin forecasts, see the fair value that falls out of those assumptions, compare it to the current price to guide your buy or sell timing, and watch that fair value update automatically as new news or earnings arrive. One investor might build a more optimistic United Overseas Bank Narrative closer to the highest analyst price target of S$42.70, while another might anchor on the more cautious S$30.17 view, each with a clear, quantified path from story to numbers to fair value. Do you think there's more to the story for United Overseas Bank? Head over to our Community to see what others are saying! SGX:U11 1-Year Stock Price Chart  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","news_type":1,"symbols_score_info":{"U11.SI":1.98}},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":547534281020248,"gmtCreate":1774699655152,"gmtModify":1774699658735,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Apple(AAPL)$","images":[{"img":"https://community-static.tradeup.com/news/94f34661ed1451fcf9a2ecd74aac23f1","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/547534281020248","isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":547461666369720,"gmtCreate":1774682042144,"gmtModify":1774682047792,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"htmlText":"My top picks are DBS and UOB for passive income!","listText":"My top picks are DBS and UOB for passive income!","text":"My top picks are DBS and UOB for passive income!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/547461666369720","isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":545880954164232,"gmtCreate":1774282888705,"gmtModify":1774282892231,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/U11.SI\">$UOB(U11.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> high dividends and valuation upside. Enough said&nbsp;","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$UOB(U11.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> high dividends and valuation upside. Enough said&nbsp;","text":"$UOB(U11.SI)$ high dividends and valuation upside. Enough said","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/545880954164232","isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":545068198503968,"gmtCreate":1774084344303,"gmtModify":1774084348628,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"TLDR: Historically triple digit gains after bearish signal!","listText":"TLDR: Historically triple digit gains after bearish signal!","text":"TLDR: Historically triple digit gains after bearish signal!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/545068198503968","repostId":"2621888756","repostType":2,"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543870726104360,"gmtCreate":1773808878421,"gmtModify":1773808882341,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Those are very healthy numbers for UOB!","listText":"Those are very healthy numbers for UOB!","text":"Those are very healthy numbers for UOB!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543870726104360","repostId":"2620140466","repostType":2,"repost":{"id":"2620140466","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1773792615,"share":"https://ttm.financial/m/news/2620140466?lang=en_US&edition=fundamental","pubTime":"2026-03-18 08:10","market":"nz","language":"en","title":"UOB Publishes Investor Roadshow Presentation on ASEAN Franchise Growth and FY25 Loans of SGD352 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=2620140466","media":"Reuters","summary":"UOB reported FY25 gross loans of SGD352 billion and customer deposits of SGD426 billion. The bank reported a loan-to-deposit ratio of 81.7% and a Common Equity Tier 1 ratio of 15.1% as of 31 December 2025. UOB said it has a global network of around 470 branches and offices across 19 countries and territories. For FY25, UOB reported Group Retail income of SGD5.1 billion and assets under management of SGD201 billion. UOB reported a non-performing loan ratio of 1.5% and a cost-to-income ratio of 44.6%.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. UOB - United Overseas Bank Ltd. published the original content used to generate this news brief on March 19, 2026, and is solely responsible for the information contained therein.","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      UOB publishes investor roadshow presentation on ASEAN franchise growth and FY25 loans of SGD352 billion\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        UOB reported FY25 gross loans of SGD352 billion and customer deposits of SGD426 billion. The bank reported a loan-to-deposit ratio of 81.7% and a Common Equity Tier 1 ratio of 15.1% as of 31 December 2025. UOB said it has a global network of around 470 branches and offices across 19 countries and territories. For FY25, UOB reported Group Retail income of SGD5.1 billion and assets under management of SGD201 billion. UOB reported a non-performing loan ratio of 1.5% and a cost-to-income ratio of 44.6%.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n<i>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. UOB - <a href=\"https://laohu8.com/S/UOVEF\">United Overseas Bank Ltd.</a> published the original content used to generate this news brief on March 19, 2026, and is solely responsible for the information contained therein.</span></i>\n</p>\n</div></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UOB Publishes Investor Roadshow Presentation on ASEAN Franchise Growth and FY25 Loans of SGD352 Billion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUOB Publishes Investor Roadshow Presentation on ASEAN Franchise Growth and FY25 Loans of SGD352 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-03-18 08:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      UOB publishes investor roadshow presentation on ASEAN franchise growth and FY25 loans of SGD352 billion\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        UOB reported FY25 gross loans of SGD352 billion and customer deposits of SGD426 billion. The bank reported a loan-to-deposit ratio of 81.7% and a Common Equity Tier 1 ratio of 15.1% as of 31 December 2025. UOB said it has a global network of around 470 branches and offices across 19 countries and territories. For FY25, UOB reported Group Retail income of SGD5.1 billion and assets under management of SGD201 billion. UOB reported a non-performing loan ratio of 1.5% and a cost-to-income ratio of 44.6%.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n<i>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. UOB - <a href=\"https://laohu8.com/S/UOVEF\">United Overseas Bank Ltd.</a> published the original content used to generate this news brief on March 19, 2026, and is solely responsible for the information contained therein.</span></i>\n</p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SG9999001127.SGD":"United Singapore Growth Fund SGD","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","SG9999002406.SGD":"利安新加坡信托基金","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0737861269.HKD":"FIDELITY ASEAN \"A \" (HKD) ACC","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","SG9999001135.SGD":"United ASEAN Fund SGD","LU0048573645.USD":"富达东盟基金","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","SG9999014302.SGD":"RHB Singapore Income Fund SGD","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","BK6516":"银行与投资服务概念","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU1130305938.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD-H","LU1839390173.USD":"JPM ASEAN EQUITY \"A\" (USD) INC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0251143029.SGD":"Fidelity ASEAN A-SGD","LU0865486749.SGD":"Eastspring Investments - 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Asia Focus Equities A Acc SGD","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","BK6112":"综合性银行","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU2238330802.EUR":"AZ EQUITY - ASEAN COUNTRIES \"AAZ\" (EUR) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","SG9999002620.SGD":"LionGlobal South East Asia SGD","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK6523":"ESG概念","LU0048597586.USD":"富达亚洲焦点A"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260318:nNDL1PSSQs:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620140466","content_text":"UOB publishes investor roadshow presentation on ASEAN franchise growth and FY25 loans of SGD352 billion\n    \n\n        UOB reported FY25 gross loans of SGD352 billion and customer deposits of SGD426 billion. The bank reported a loan-to-deposit ratio of 81.7% and a Common Equity Tier 1 ratio of 15.1% as of 31 December 2025. UOB said it has a global network of around 470 branches and offices across 19 countries and territories. For FY25, UOB reported Group Retail income of SGD5.1 billion and assets under management of SGD201 billion. UOB reported a non-performing loan ratio of 1.5% and a cost-to-income ratio of 44.6%.\n      \n\n\nDisclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. UOB - United Overseas Bank Ltd. published the original content used to generate this news brief on March 19, 2026, and is solely responsible for the information contained therein.","news_type":1,"symbols_score_info":{"U11.SI":1.96}},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543869898204576,"gmtCreate":1773808448668,"gmtModify":1773808452612,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"SG Banks over REITs anytime","listText":"SG Banks over REITs anytime","text":"SG Banks over REITs anytime","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543869898204576","repostId":"1110179643","repostType":2,"repost":{"id":"1110179643","kind":"news","weMediaInfo":{"introduction":"Go Trading Go","home_visible":1,"media_name":"Trading Random","id":"1081967000","head_image":"https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544"},"pubTimestamp":1773799900,"share":"https://ttm.financial/m/news/1110179643?lang=en_US&edition=fundamental","pubTime":"2026-03-18 10:11","market":"sg","language":"en","title":"REITs Versus Bank Stocks: Where to Invest Your Next Dollar","url":"https://stock-news.laohu8.com/highlight/detail?id=1110179643","media":"Trading Random","summary":"Planning to invest new capital effectively in 2026?Two prominent choices on the Singapore Exchange (SGX: S68) are banks and real estate investment trusts (REITs).The rationale is evident: both...","content":"<html><head></head><body><p>Planning to invest new capital effectively in 2026?</p><p>Two prominent choices on the Singapore Exchange (SGX: S68) are banks and real estate investment trusts (REITs).</p><p>The rationale is evident: both provide reliable dividends and hold significant positions in local investment portfolios.</p><p>However, a key distinction lies in their contrasting reactions to the fluctuations of interest rates.</p><p>With interest rates stabilizing and stock markets trading near record highs, which sector offers a better opportunity for your next investment?</p><p>We compare the income potential, growth prospects, and associated risks of REITs and bank stocks side-by-side.</p><h2 id=\"id_2512698806\">Revenue Generation: REITs and Banks</h2><h3 id=\"id_1625240484\">REITs</h3><p>REITs earn rental income from a diversified portfolio of properties.</p><p>For example, <a href=\"https://laohu8.com/S/J69U.SI\">Frasers Centrepoint Trust</a> generates income from suburban retail malls that cater to shoppers across Singapore.</p><p>In contrast, <a href=\"https://laohu8.com/S/AJBU.SI\">Keppel DC REIT</a> focuses its investments on data centre assets that underpin digital infrastructure.</p><p>Regulations require these REITs to distribute at least 90% of their taxable income to maintain tax transparency, which is paid to investors as distribution per unit (DPU).</p><p>Nonetheless, REIT earnings are vulnerable to financing costs and property market cycles.</p><p>Since REITs utilize leverage for growth, investors closely monitor their gearing levels.</p><p>Rising interest rates increase the cost of refinancing debt, which can reduce the amount of income available for shareholders.</p><p>This characteristic often positions REITs as defensive, income-oriented investments.</p><h3 id=\"id_588982699\">Banks</h3><p>Banks operate on a fundamentally different model.</p><p>Unlike REITs, their primary revenue sources are net interest income and fee-based services such as wealth management and card fees.</p><p>Leading local institutions like <strong><a href=\"https://laohu8.com/S/O39.SI\">Oversea-Chinese Banking Corporation Limited</a></strong> and <strong><a href=\"https://laohu8.com/S/U11.SI\">United Overseas Bank Limited</a></strong> perform well during robust economic conditions, as increased transaction volumes and credit demand enhance their profitability.</p><p>This strengthened profitability bolsters their capital reserves, enabling them to sustain or even increase dividend distributions.</p><p>A critical metric for investors is the net interest margin (NIM), which measures the difference between the interest income from loans and the interest paid to depositors.</p><p>Higher interest rates can lead to wider NIMs, though this benefit may be offset by the risk of increased credit provisions if borrowers face financial difficulties.</p><h2 id=\"id_3031786478\">Income Comparison: Yield Versus Sustainability</h2><p>REITs generally provide higher yields supported by rental income, while banks offer more moderate yields backed by broader earnings growth.</p><p>REIT distributions are primarily driven by lease agreements, whereas bank dividends can fluctuate with profitability, though banks may supplement returns with special dividends or capital return programs during prosperous cycles.</p><p>Frasers Centrepoint Trust currently offers a distribution yield of 5.4%, based on its latest unit price and a FY2025 DPU of S$0.1211.</p><p>Keppel DC REIT provides a yield of 4.6%, supported by a record FY2025 DPU of S$0.1038.</p><p>Among the banks, United Overseas Bank Limited offers a dividend yield of 4.2% for FY2025, based on a total payout of S$1.56 per share and a current share price of S$36.72, reflecting a prudent payout ratio of approximately 50%.</p><p>Oversea-Chinese Banking Corporation Limited currently yields 4.7%, based on its FY2025 total dividend of S$0.99 per share, which includes a special dividend and represents a sustainable payout ratio of 60%.</p><p>While yields in both sectors are competitive, their underlying drivers differ significantly.</p><p>High yields offer immediate cash flow, but their sustainability hinges on whether the income is secured by long-term leases or driven by broader economic momentum.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>REITs Versus Bank Stocks: Where to Invest Your Next Dollar</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nREITs Versus Bank Stocks: Where to Invest Your Next Dollar\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1081967000\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Trading Random </p>\n<p class=\"h-time\">2026-03-18 10:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Planning to invest new capital effectively in 2026?</p><p>Two prominent choices on the Singapore Exchange (SGX: S68) are banks and real estate investment trusts (REITs).</p><p>The rationale is evident: both provide reliable dividends and hold significant positions in local investment portfolios.</p><p>However, a key distinction lies in their contrasting reactions to the fluctuations of interest rates.</p><p>With interest rates stabilizing and stock markets trading near record highs, which sector offers a better opportunity for your next investment?</p><p>We compare the income potential, growth prospects, and associated risks of REITs and bank stocks side-by-side.</p><h2 id=\"id_2512698806\">Revenue Generation: REITs and Banks</h2><h3 id=\"id_1625240484\">REITs</h3><p>REITs earn rental income from a diversified portfolio of properties.</p><p>For example, <a href=\"https://laohu8.com/S/J69U.SI\">Frasers Centrepoint Trust</a> generates income from suburban retail malls that cater to shoppers across Singapore.</p><p>In contrast, <a href=\"https://laohu8.com/S/AJBU.SI\">Keppel DC REIT</a> focuses its investments on data centre assets that underpin digital infrastructure.</p><p>Regulations require these REITs to distribute at least 90% of their taxable income to maintain tax transparency, which is paid to investors as distribution per unit (DPU).</p><p>Nonetheless, REIT earnings are vulnerable to financing costs and property market cycles.</p><p>Since REITs utilize leverage for growth, investors closely monitor their gearing levels.</p><p>Rising interest rates increase the cost of refinancing debt, which can reduce the amount of income available for shareholders.</p><p>This characteristic often positions REITs as defensive, income-oriented investments.</p><h3 id=\"id_588982699\">Banks</h3><p>Banks operate on a fundamentally different model.</p><p>Unlike REITs, their primary revenue sources are net interest income and fee-based services such as wealth management and card fees.</p><p>Leading local institutions like <strong><a href=\"https://laohu8.com/S/O39.SI\">Oversea-Chinese Banking Corporation Limited</a></strong> and <strong><a href=\"https://laohu8.com/S/U11.SI\">United Overseas Bank Limited</a></strong> perform well during robust economic conditions, as increased transaction volumes and credit demand enhance their profitability.</p><p>This strengthened profitability bolsters their capital reserves, enabling them to sustain or even increase dividend distributions.</p><p>A critical metric for investors is the net interest margin (NIM), which measures the difference between the interest income from loans and the interest paid to depositors.</p><p>Higher interest rates can lead to wider NIMs, though this benefit may be offset by the risk of increased credit provisions if borrowers face financial difficulties.</p><h2 id=\"id_3031786478\">Income Comparison: Yield Versus Sustainability</h2><p>REITs generally provide higher yields supported by rental income, while banks offer more moderate yields backed by broader earnings growth.</p><p>REIT distributions are primarily driven by lease agreements, whereas bank dividends can fluctuate with profitability, though banks may supplement returns with special dividends or capital return programs during prosperous cycles.</p><p>Frasers Centrepoint Trust currently offers a distribution yield of 5.4%, based on its latest unit price and a FY2025 DPU of S$0.1211.</p><p>Keppel DC REIT provides a yield of 4.6%, supported by a record FY2025 DPU of S$0.1038.</p><p>Among the banks, United Overseas Bank Limited offers a dividend yield of 4.2% for FY2025, based on a total payout of S$1.56 per share and a current share price of S$36.72, reflecting a prudent payout ratio of approximately 50%.</p><p>Oversea-Chinese Banking Corporation Limited currently yields 4.7%, based on its FY2025 total dividend of S$0.99 per share, which includes a special dividend and represents a sustainable payout ratio of 60%.</p><p>While yields in both sectors are competitive, their underlying drivers differ significantly.</p><p>High yields offer immediate cash flow, but their sustainability hinges on whether the income is secured by long-term leases or driven by broader economic momentum.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"O39.SI":"华侨银行","M1GU.SI":"胜宝工业信托","D05.SI":"星展集团控股","DCRU.SI":"DigiCore Reit USD","U11.SI":"大华银行","ME8U.SI":"丰树工业信托","AJBU.SI":"吉宝数据中心房地产信托","M44U.SI":"丰树物流信托","A17U.SI":"凯德腾飞房产信托"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110179643","content_text":"Planning to invest new capital effectively in 2026?Two prominent choices on the Singapore Exchange (SGX: S68) are banks and real estate investment trusts (REITs).The rationale is evident: both provide reliable dividends and hold significant positions in local investment portfolios.However, a key distinction lies in their contrasting reactions to the fluctuations of interest rates.With interest rates stabilizing and stock markets trading near record highs, which sector offers a better opportunity for your next investment?We compare the income potential, growth prospects, and associated risks of REITs and bank stocks side-by-side.Revenue Generation: REITs and BanksREITsREITs earn rental income from a diversified portfolio of properties.For example, Frasers Centrepoint Trust generates income from suburban retail malls that cater to shoppers across Singapore.In contrast, Keppel DC REIT focuses its investments on data centre assets that underpin digital infrastructure.Regulations require these REITs to distribute at least 90% of their taxable income to maintain tax transparency, which is paid to investors as distribution per unit (DPU).Nonetheless, REIT earnings are vulnerable to financing costs and property market cycles.Since REITs utilize leverage for growth, investors closely monitor their gearing levels.Rising interest rates increase the cost of refinancing debt, which can reduce the amount of income available for shareholders.This characteristic often positions REITs as defensive, income-oriented investments.BanksBanks operate on a fundamentally different model.Unlike REITs, their primary revenue sources are net interest income and fee-based services such as wealth management and card fees.Leading local institutions like Oversea-Chinese Banking Corporation Limited and United Overseas Bank Limited perform well during robust economic conditions, as increased transaction volumes and credit demand enhance their profitability.This strengthened profitability bolsters their capital reserves, enabling them to sustain or even increase dividend distributions.A critical metric for investors is the net interest margin (NIM), which measures the difference between the interest income from loans and the interest paid to depositors.Higher interest rates can lead to wider NIMs, though this benefit may be offset by the risk of increased credit provisions if borrowers face financial difficulties.Income Comparison: Yield Versus SustainabilityREITs generally provide higher yields supported by rental income, while banks offer more moderate yields backed by broader earnings growth.REIT distributions are primarily driven by lease agreements, whereas bank dividends can fluctuate with profitability, though banks may supplement returns with special dividends or capital return programs during prosperous cycles.Frasers Centrepoint Trust currently offers a distribution yield of 5.4%, based on its latest unit price and a FY2025 DPU of S$0.1211.Keppel DC REIT provides a yield of 4.6%, supported by a record FY2025 DPU of S$0.1038.Among the banks, United Overseas Bank Limited offers a dividend yield of 4.2% for FY2025, based on a total payout of S$1.56 per share and a current share price of S$36.72, reflecting a prudent payout ratio of approximately 50%.Oversea-Chinese Banking Corporation Limited currently yields 4.7%, based on its FY2025 total dividend of S$0.99 per share, which includes a special dividend and represents a sustainable payout ratio of 60%.While yields in both sectors are competitive, their underlying drivers differ significantly.High yields offer immediate cash flow, but their sustainability hinges on whether the income is secured by long-term leases or driven by broader economic momentum.","news_type":1,"symbols_score_info":{"ME8U.SI":2,"O39.SI":2,"M44U.SI":2,"D05.SI":2,"M1GU.SI":2,"AJBU.SI":2,"DCRU.SI":2,"A17U.SI":2,"U11.SI":2}},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543864642360040,"gmtCreate":1773807392996,"gmtModify":1773807400836,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"UBS is right on Gold's immense potential to appreciate further this year!","listText":"UBS is right on Gold's immense potential to appreciate further this year!","text":"UBS is right on Gold's immense potential to appreciate further this year!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543864642360040","repostId":"1180305399","repostType":2,"repost":{"id":"1180305399","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1773804656,"share":"https://ttm.financial/m/news/1180305399?lang=en_US&edition=fundamental","pubTime":"2026-03-18 11:30","market":"hk","language":"en","title":"UBS Bullish on Gold: Dollar Pressure Temporary, Remains \"Safe Haven King,\" New Highs Expected This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1180305399","media":"Deep News","summary":"Despite growing skepticism about gold's safe-haven status, UBS believes that its current period of underperformance could mark the starting point for the next rally to new highs. According to the...","content":"<p>Despite growing skepticism about gold's safe-haven status, UBS believes that its current period of underperformance could mark the starting point for the next rally to new highs.\nAccording to the bank's global precious metals review report released on March 17 by strategist Joni Teves, the core factors supporting the gold bull market remain intact. The trend of investors continuously increasing their allocations has not reversed, and gold is expected to set new record highs this year.\nThe report suggests that the current pressure on gold prices from high real interest rates and a strong US dollar represents short-term noise. Any price pullbacks should be viewed as opportunities for investors to build positions.\nThis stance comes amid market doubts about gold's safe-haven qualities. Since the start of the year, gold price volatility has surged sharply, yet its performance during periods of heightened geopolitical risk has been lackluster. This counter-intuitive price action has led some market participants to worry about gold's long-term trend. UBS argues these concerns are overblown and that gold's function as a portfolio diversification tool remains undamaged.</p>\n<p>**Gold's \"Failure\"? A Case of Short-Term Macro Variables Dominating**\nA major recent market puzzle has been why rising geopolitical risks have not led to sustained gains in gold prices.\nUBS points out that this \"failure\" is more a result of a short-term shift in pricing logic.\nOn one hand, rising real rates and a strengthening US dollar create a dual headwind. Higher real rates increase the opportunity cost of holding gold, while dollar appreciation directly weighs on the dollar-denominated gold price.\nOn the other hand, the market is currently focused more on the narrative chain of \"rising oil prices → elevated inflation → Fed maintaining tight policy,\" rather than the path of \"oil price shock → economic slowdown → policy pivot.\" This singular narrative has temporarily weakened gold's macro hedging properties.\nIn other words, gold has not become ineffective; it is merely being temporarily suppressed by stronger macro variables.</p>\n<p>**Safe-Haven Logic Intact, But Its Mode of Action Has Changed**\nThe report emphasizes a common market misconception about gold: viewing it as an \"immediate reaction asset\" to geopolitical conflicts.\nHistorical experience shows that gold's reaction to geopolitics is often non-linear:\n- Short-term conflict escalation can indeed trigger rapid price increases.\n- However, such rallies are typically difficult to sustain and often see prices retrace gains.\n- The real impact lies in conflicts reinforcing investors' long-term willingness to allocate to gold.\nTherefore, the significance of geopolitical risk for gold lies not in triggering a tactical trading rally, but in boosting its strategic weight within global asset allocations.</p>\n<p>**Impact of Oil Price Paths Under Three Scenarios on Gold**\nBased on different assumptions about the situation in the Strait of Hormuz, analysts constructed three scenario frameworks.\nIn the most optimistic scenario, where tensions de-escalate quickly, the impact on oil prices would be relatively limited. A medium supply disruption of around 1 million barrels per day would exert more substantial upward pressure on the market. In the most pessimistic scenario—where supply disruptions persist for an extended period—Brent crude could rise to around $120 per barrel within the month and potentially break above $150 in the second quarter.\nThe normalization of oil flows through the Strait of Hormuz will be the core variable determining price trends and is the most closely watched risk node for the market currently.\nFor gold, UBS believes the near-term reaction could be complex—if real rates and the dollar continue to strengthen, gold prices could fall further.\nHowever, UBS views any pullback as an opportunity for investors to build long-term gold allocations. The persistence of geopolitical tensions will ultimately support strategic demand for gold as a portfolio diversifier. Furthermore, if an economic growth slowdown prompts fiscal and/or monetary stimulus measures, it would create upside risks for gold.</p>\n<p>**Core Driver of This Gold Bull Market: Portfolio Re-allocation**\nUBS argues that unlike previous gold cycles driven by inflation or dollar cycles, the core driver of the current rally is the ongoing increase in gold's allocation weight within global investment portfolios.\nThis trend is underpinned by deeper macro changes:\n- The long-term persistence of global uncertainties (geopolitical, policy, growth).\n- Declining hedging efficiency of traditional stock-bond portfolios.\n- Rising investor demand for \"real assets.\"\nWithin this framework, gold is no longer just a hedging tool but is gradually becoming part of strategic asset allocation.\nUBS also notes that persistently high price volatility could challenge diversification inflows if maintained long-term. However, gold volatility has already retreated from its highs and is normalizing relative to the VIX index. The report suggests the current consolidation phase helps build solid support at higher price levels, creating a favorable starting point for market participants to re-enter and accumulate positions ahead of the next leg higher.</p>\n<p>**Key Inflection Point: Growth Pressures and Policy Response**\nDespite short-term pressure, UBS believes the medium to long-term case for higher gold prices remains clear, hinging on two core variables:\n1. Potential weakening on the growth front: High oil prices and tight monetary conditions may gradually erode global economic growth momentum.\n2. A被动 policy pivot: Should growth slow noticeably, fiscal and monetary policies could shift towards easing.\nThis combination—falling real rates + improving liquidity—would reopen the path for gold's ascent.\nIt is precisely based on this logic that UBS maintains its judgment: gold prices are still likely to reach new highs within the year.</p>\n<p>**Silver Follows Gold; Platinum Group Metals Supported by Tight Supply**\nRegarding other precious metals, UBS's overall assessment remains unchanged. Silver, platinum, and palladium are all in a consolidation phase with price pressure. However, considering the potential drag on industrial demand from a global growth slowdown, the performance of these more industrially-oriented white metals has been relatively resilient.\nFor silver, UBS expects its positive correlation with gold to persist, and it too could set new record highs this year. The report cautions, however, that if rising oil prices hamper global growth, pressured industrial demand would constrain silver's potential for outperformance relative to gold.\nFor platinum and palladium, UBS believes prices will find support as long as signals of tight market supply persist. Bloomberg data shows both metals are in a state of backwardation across their forward curves, particularly pronounced at the long end, indicating ongoing market concerns about near-term supply availability.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS Bullish on Gold: Dollar Pressure Temporary, Remains \"Safe Haven King,\" New Highs Expected This Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS Bullish on Gold: Dollar Pressure Temporary, Remains \"Safe Haven King,\" New Highs Expected This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-03-18 11:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Despite growing skepticism about gold's safe-haven status, UBS believes that its current period of underperformance could mark the starting point for the next rally to new highs.\nAccording to the bank's global precious metals review report released on March 17 by strategist Joni Teves, the core factors supporting the gold bull market remain intact. The trend of investors continuously increasing their allocations has not reversed, and gold is expected to set new record highs this year.\nThe report suggests that the current pressure on gold prices from high real interest rates and a strong US dollar represents short-term noise. Any price pullbacks should be viewed as opportunities for investors to build positions.\nThis stance comes amid market doubts about gold's safe-haven qualities. Since the start of the year, gold price volatility has surged sharply, yet its performance during periods of heightened geopolitical risk has been lackluster. This counter-intuitive price action has led some market participants to worry about gold's long-term trend. UBS argues these concerns are overblown and that gold's function as a portfolio diversification tool remains undamaged.</p>\n<p>**Gold's \"Failure\"? A Case of Short-Term Macro Variables Dominating**\nA major recent market puzzle has been why rising geopolitical risks have not led to sustained gains in gold prices.\nUBS points out that this \"failure\" is more a result of a short-term shift in pricing logic.\nOn one hand, rising real rates and a strengthening US dollar create a dual headwind. Higher real rates increase the opportunity cost of holding gold, while dollar appreciation directly weighs on the dollar-denominated gold price.\nOn the other hand, the market is currently focused more on the narrative chain of \"rising oil prices → elevated inflation → Fed maintaining tight policy,\" rather than the path of \"oil price shock → economic slowdown → policy pivot.\" This singular narrative has temporarily weakened gold's macro hedging properties.\nIn other words, gold has not become ineffective; it is merely being temporarily suppressed by stronger macro variables.</p>\n<p>**Safe-Haven Logic Intact, But Its Mode of Action Has Changed**\nThe report emphasizes a common market misconception about gold: viewing it as an \"immediate reaction asset\" to geopolitical conflicts.\nHistorical experience shows that gold's reaction to geopolitics is often non-linear:\n- Short-term conflict escalation can indeed trigger rapid price increases.\n- However, such rallies are typically difficult to sustain and often see prices retrace gains.\n- The real impact lies in conflicts reinforcing investors' long-term willingness to allocate to gold.\nTherefore, the significance of geopolitical risk for gold lies not in triggering a tactical trading rally, but in boosting its strategic weight within global asset allocations.</p>\n<p>**Impact of Oil Price Paths Under Three Scenarios on Gold**\nBased on different assumptions about the situation in the Strait of Hormuz, analysts constructed three scenario frameworks.\nIn the most optimistic scenario, where tensions de-escalate quickly, the impact on oil prices would be relatively limited. A medium supply disruption of around 1 million barrels per day would exert more substantial upward pressure on the market. In the most pessimistic scenario—where supply disruptions persist for an extended period—Brent crude could rise to around $120 per barrel within the month and potentially break above $150 in the second quarter.\nThe normalization of oil flows through the Strait of Hormuz will be the core variable determining price trends and is the most closely watched risk node for the market currently.\nFor gold, UBS believes the near-term reaction could be complex—if real rates and the dollar continue to strengthen, gold prices could fall further.\nHowever, UBS views any pullback as an opportunity for investors to build long-term gold allocations. The persistence of geopolitical tensions will ultimately support strategic demand for gold as a portfolio diversifier. Furthermore, if an economic growth slowdown prompts fiscal and/or monetary stimulus measures, it would create upside risks for gold.</p>\n<p>**Core Driver of This Gold Bull Market: Portfolio Re-allocation**\nUBS argues that unlike previous gold cycles driven by inflation or dollar cycles, the core driver of the current rally is the ongoing increase in gold's allocation weight within global investment portfolios.\nThis trend is underpinned by deeper macro changes:\n- The long-term persistence of global uncertainties (geopolitical, policy, growth).\n- Declining hedging efficiency of traditional stock-bond portfolios.\n- Rising investor demand for \"real assets.\"\nWithin this framework, gold is no longer just a hedging tool but is gradually becoming part of strategic asset allocation.\nUBS also notes that persistently high price volatility could challenge diversification inflows if maintained long-term. However, gold volatility has already retreated from its highs and is normalizing relative to the VIX index. The report suggests the current consolidation phase helps build solid support at higher price levels, creating a favorable starting point for market participants to re-enter and accumulate positions ahead of the next leg higher.</p>\n<p>**Key Inflection Point: Growth Pressures and Policy Response**\nDespite short-term pressure, UBS believes the medium to long-term case for higher gold prices remains clear, hinging on two core variables:\n1. Potential weakening on the growth front: High oil prices and tight monetary conditions may gradually erode global economic growth momentum.\n2. A被动 policy pivot: Should growth slow noticeably, fiscal and monetary policies could shift towards easing.\nThis combination—falling real rates + improving liquidity—would reopen the path for gold's ascent.\nIt is precisely based on this logic that UBS maintains its judgment: gold prices are still likely to reach new highs within the year.</p>\n<p>**Silver Follows Gold; Platinum Group Metals Supported by Tight Supply**\nRegarding other precious metals, UBS's overall assessment remains unchanged. Silver, platinum, and palladium are all in a consolidation phase with price pressure. However, considering the potential drag on industrial demand from a global growth slowdown, the performance of these more industrially-oriented white metals has been relatively resilient.\nFor silver, UBS expects its positive correlation with gold to persist, and it too could set new record highs this year. The report cautions, however, that if rising oil prices hamper global growth, pressured industrial demand would constrain silver's potential for outperformance relative to gold.\nFor platinum and palladium, UBS believes prices will find support as long as signals of tight market supply persist. Bloomberg data shows both metals are in a state of backwardation across their forward curves, particularly pronounced at the long end, indicating ongoing market concerns about near-term supply availability.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159831":"黄金","159934":"黄金ETF","518880":"黄金ETF华安","IAU":"黄金信托ETF-iShares","GDX":"黄金矿业ETF-VanEck","GLDM":"SPDR Gold MiniShares Trust","GDXD":"MicroSectors Gold Miners -3x Inverse Leveraged ETN","BK4535":"淡马锡持仓","XME":"金属与采矿指数ETF-SPDR","DGP":"二倍做多黄金ETN(PowerShares)","BK4504":"桥水持仓","GDXJ":"小型黄金矿业ETF(Market Vectors)","IAUM":"ISHARES GOLD TRUST MICRO","BK4588":"碎股","GDXU":"MicroSectors Gold Miners 3x Leveraged ETN","UGL":"2倍做多黄金ETF-ProShares","BK4207":"综合性银行","DZZ":"德银黄金两倍做空ETN","NUGT":"二倍做多黄金矿业指数ETF-Direxion","PALL":"abrdn Physical Palladium Shares ETF","SGOL":"Abrdn Gold ETF Trust","DUST":"二倍做空黄金矿业指数ETF-Direxion","AAAU":"Goldman Sachs Physical Gold ETF","GLD":"黄金ETF-SPDR","JNUG":"金矿指数二倍做多ETF","GLL":"2倍做空黄金ETF-ProShares","BK4585":"ETF&股票定投概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180305399","content_text":"Despite growing skepticism about gold's safe-haven status, UBS believes that its current period of underperformance could mark the starting point for the next rally to new highs.\nAccording to the bank's global precious metals review report released on March 17 by strategist Joni Teves, the core factors supporting the gold bull market remain intact. The trend of investors continuously increasing their allocations has not reversed, and gold is expected to set new record highs this year.\nThe report suggests that the current pressure on gold prices from high real interest rates and a strong US dollar represents short-term noise. Any price pullbacks should be viewed as opportunities for investors to build positions.\nThis stance comes amid market doubts about gold's safe-haven qualities. Since the start of the year, gold price volatility has surged sharply, yet its performance during periods of heightened geopolitical risk has been lackluster. This counter-intuitive price action has led some market participants to worry about gold's long-term trend. UBS argues these concerns are overblown and that gold's function as a portfolio diversification tool remains undamaged.\n**Gold's \"Failure\"? A Case of Short-Term Macro Variables Dominating**\nA major recent market puzzle has been why rising geopolitical risks have not led to sustained gains in gold prices.\nUBS points out that this \"failure\" is more a result of a short-term shift in pricing logic.\nOn one hand, rising real rates and a strengthening US dollar create a dual headwind. Higher real rates increase the opportunity cost of holding gold, while dollar appreciation directly weighs on the dollar-denominated gold price.\nOn the other hand, the market is currently focused more on the narrative chain of \"rising oil prices → elevated inflation → Fed maintaining tight policy,\" rather than the path of \"oil price shock → economic slowdown → policy pivot.\" This singular narrative has temporarily weakened gold's macro hedging properties.\nIn other words, gold has not become ineffective; it is merely being temporarily suppressed by stronger macro variables.\n**Safe-Haven Logic Intact, But Its Mode of Action Has Changed**\nThe report emphasizes a common market misconception about gold: viewing it as an \"immediate reaction asset\" to geopolitical conflicts.\nHistorical experience shows that gold's reaction to geopolitics is often non-linear:\n- Short-term conflict escalation can indeed trigger rapid price increases.\n- However, such rallies are typically difficult to sustain and often see prices retrace gains.\n- The real impact lies in conflicts reinforcing investors' long-term willingness to allocate to gold.\nTherefore, the significance of geopolitical risk for gold lies not in triggering a tactical trading rally, but in boosting its strategic weight within global asset allocations.\n**Impact of Oil Price Paths Under Three Scenarios on Gold**\nBased on different assumptions about the situation in the Strait of Hormuz, analysts constructed three scenario frameworks.\nIn the most optimistic scenario, where tensions de-escalate quickly, the impact on oil prices would be relatively limited. A medium supply disruption of around 1 million barrels per day would exert more substantial upward pressure on the market. In the most pessimistic scenario—where supply disruptions persist for an extended period—Brent crude could rise to around $120 per barrel within the month and potentially break above $150 in the second quarter.\nThe normalization of oil flows through the Strait of Hormuz will be the core variable determining price trends and is the most closely watched risk node for the market currently.\nFor gold, UBS believes the near-term reaction could be complex—if real rates and the dollar continue to strengthen, gold prices could fall further.\nHowever, UBS views any pullback as an opportunity for investors to build long-term gold allocations. The persistence of geopolitical tensions will ultimately support strategic demand for gold as a portfolio diversifier. Furthermore, if an economic growth slowdown prompts fiscal and/or monetary stimulus measures, it would create upside risks for gold.\n**Core Driver of This Gold Bull Market: Portfolio Re-allocation**\nUBS argues that unlike previous gold cycles driven by inflation or dollar cycles, the core driver of the current rally is the ongoing increase in gold's allocation weight within global investment portfolios.\nThis trend is underpinned by deeper macro changes:\n- The long-term persistence of global uncertainties (geopolitical, policy, growth).\n- Declining hedging efficiency of traditional stock-bond portfolios.\n- Rising investor demand for \"real assets.\"\nWithin this framework, gold is no longer just a hedging tool but is gradually becoming part of strategic asset allocation.\nUBS also notes that persistently high price volatility could challenge diversification inflows if maintained long-term. However, gold volatility has already retreated from its highs and is normalizing relative to the VIX index. The report suggests the current consolidation phase helps build solid support at higher price levels, creating a favorable starting point for market participants to re-enter and accumulate positions ahead of the next leg higher.\n**Key Inflection Point: Growth Pressures and Policy Response**\nDespite short-term pressure, UBS believes the medium to long-term case for higher gold prices remains clear, hinging on two core variables:\n1. Potential weakening on the growth front: High oil prices and tight monetary conditions may gradually erode global economic growth momentum.\n2. A被动 policy pivot: Should growth slow noticeably, fiscal and monetary policies could shift towards easing.\nThis combination—falling real rates + improving liquidity—would reopen the path for gold's ascent.\nIt is precisely based on this logic that UBS maintains its judgment: gold prices are still likely to reach new highs within the year.\n**Silver Follows Gold; Platinum Group Metals Supported by Tight Supply**\nRegarding other precious metals, UBS's overall assessment remains unchanged. Silver, platinum, and palladium are all in a consolidation phase with price pressure. However, considering the potential drag on industrial demand from a global growth slowdown, the performance of these more industrially-oriented white metals has been relatively resilient.\nFor silver, UBS expects its positive correlation with gold to persist, and it too could set new record highs this year. The report cautions, however, that if rising oil prices hamper global growth, pressured industrial demand would constrain silver's potential for outperformance relative to gold.\nFor platinum and palladium, UBS believes prices will find support as long as signals of tight market supply persist. Bloomberg data shows both metals are in a state of backwardation across their forward curves, particularly pronounced at the long end, indicating ongoing market concerns about near-term supply availability.","news_type":1,"symbols_score_info":{"159831":1,"159934":1,"518880":1,"GLD":1,"NUGT":1,"IAUM":1,"DUST":1,"GDXD":1,"SGOL":1,"GDXJ":1,"PALL":1,"GCmain":1,"1OZmain":1,"QOmain":1,"IAU":1,"SGCmain":1,"UGL":1,"GDXU":1,"JNUG":1,"GDX":1,"XME":1,"MGCmain":1,"GLDM":1,"AAAU":1,"DGP":1,"DZZ":1,"SGUmain":1,"GLL":1}},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543797719917992,"gmtCreate":1773790956862,"gmtModify":1773790960819,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Quoting&nbsp;from a smart investor article: Blue chips are often viewed as safer bets during market turbulence. These companies typically possess stronger balance sheets, allowing them to maintain earnings and healthy cash flow even during downturns. In addition, blue-chip stocks often provide regular dividends. This offers investors a consistent income stream, providing a cushion even when stock prices fluctuate sharply.","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Quoting&nbsp;from a smart investor article: Blue chips are often viewed as safer bets during market turbulence. These companies typically possess stronger balance sheets, allowing them to maintain earnings and healthy cash flow even during downturns. In addition, blue-chip stocks often provide regular dividends. This offers investors a consistent income stream, providing a cushion even when stock prices fluctuate sharply.","text":"$DBS(D05.SI)$ Quoting from a smart investor article: Blue chips are often viewed as safer bets during market turbulence. These companies typically possess stronger balance sheets, allowing them to maintain earnings and healthy cash flow even during downturns. In addition, blue-chip stocks often provide regular dividends. This offers investors a consistent income stream, providing a cushion even when stock prices fluctuate sharply.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543797719917992","isVote":1,"tweetType":1,"viewCount":1549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543790184833784,"gmtCreate":1773789080293,"gmtModify":1773789084536,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"This is wonderful news for Nvidia!","listText":"This is wonderful news for Nvidia!","text":"This is wonderful news for Nvidia!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543790184833784","repostId":"2620340997","repostType":2,"repost":{"id":"2620340997","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1773787573,"share":"https://ttm.financial/m/news/2620340997?lang=en_US&edition=fundamental","pubTime":"2026-03-18 06:46","market":"nz","language":"en","title":"CORRECTED-EXCLUSIVE-Nvidia preparing Groq chips that can be sold in Chinese market, sources say","url":"https://stock-news.laohu8.com/highlight/detail?id=2620340997","media":"Reuters","summary":"EXCLUSIVE-Nvidia preparing Groq chips that can be sold in Chinese market, sources sayBy Max A. Cherney and Stephen NellisSAN JOSE, California, March 17 (Reuters) - Nvidia is preparing a version of...","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>CORRECTED-EXCLUSIVE-<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> preparing Groq chips that can be sold in Chinese market, sources say</title></head><body><p>Corrects to show Nvidia licensed Groq technology rather than buying company in paragraph 2</p><p>By Max A. Cherney and Stephen Nellis</p><p><span>SAN JOSE, California, March 17 (Reuters)</span><span> - </span>Nvidia is preparing a version of its Groq artificial-intelligence chips that can be sold to the Chinese market, two sources familiar with the matter told Reuters on Tuesday.</p><p>Nvidia<span> licensed technology from </span>Groq, an AI chip startup, late last year in a $17 billion deal and showed a new lineup of products based around its chips at its annual developer conference in San Jose, California, this week.</p><p>The move to develop a version of the chips for the Chinese market comes as Nvidia CEO Jensen Huang said that the company has restarted production of its H200 chips, the predecessor to its current flagship chip, after obtaining export licenses from U.S. President Donald Trump's administration and purchase orders from Chinese customers.</p><p> (Reporting by Stephen Nellis and Max A. Cherney in San Jose, California; Additional reporting by Yelin Mo in Beijing; Editing by Peter Henderson and Matthew Lewis)</p><p> ((stephen.nellis@thomsonreuters.com))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CORRECTED-EXCLUSIVE-Nvidia preparing Groq chips that can be sold in Chinese market, sources say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCORRECTED-EXCLUSIVE-Nvidia preparing Groq chips that can be sold in Chinese market, sources say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-03-18 06:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>CORRECTED-EXCLUSIVE-<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> preparing Groq chips that can be sold in Chinese market, sources say</title></head><body><p>Corrects to show Nvidia licensed Groq technology rather than buying company in paragraph 2</p><p>By Max A. Cherney and Stephen Nellis</p><p><span>SAN JOSE, California, March 17 (Reuters)</span><span> - </span>Nvidia is preparing a version of its Groq artificial-intelligence chips that can be sold to the Chinese market, two sources familiar with the matter told Reuters on Tuesday.</p><p>Nvidia<span> licensed technology from </span>Groq, an AI chip startup, late last year in a $17 billion deal and showed a new lineup of products based around its chips at its annual developer conference in San Jose, California, this week.</p><p>The move to develop a version of the chips for the Chinese market comes as Nvidia CEO Jensen Huang said that the company has restarted production of its H200 chips, the predecessor to its current flagship chip, after obtaining export licenses from U.S. President Donald Trump's administration and purchase orders from Chinese customers.</p><p> (Reporting by Stephen Nellis and Max A. Cherney in San Jose, California; Additional reporting by Yelin Mo in Beijing; Editing by Peter Henderson and Matthew Lewis)</p><p> ((stephen.nellis@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ANV":"GraniteShares Autocallable NVDA ETF","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","2NVD.UK":"2X NVIDIA ETP","NVIW.SI":"NVDA 3xLongSG261006","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","NVD3.UK":"LS 3X NVIDIA","NVDS":"1.5倍做空NVDA ETF-Tradr","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","NVDS.UK":"LS -1X NVIDIA","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","NVDW":"NVDA周配息ETF-Roundhill","NVDQ":"2倍做空NVDA ETF-T-Rex","BK4581":"高盛持仓","3NVD.UK":"LS 3X NVIDIA","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","NVDX":"2倍做多NVDA ETF-T-Rex","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","NVDA":"英伟达","NVDB":"ProShares Ultra NVDA ETF","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","NVII":"Rex NVDA Growth & Income ETF","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","DIPS":"做空NVDA期权收益策略ETF-YieldMax","SNVD.UK":"LS -1X NVIDIA","NVDD":"1倍做空NVDA ETF-Direxion","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","NVDG":"2倍做多NVDA ETF- Leverage Shares","LU1923622291.USD":"Natixis Thematics Safety R/A USD","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","NVDL":"2倍做多NVDA ETF-GraniteShares","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","BK4550":"红杉资本持仓","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","NVD2.UK":"2X NVIDIA ETP"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260317:nL6N4051ED:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620340997","content_text":"CORRECTED-EXCLUSIVE-Nvidia preparing Groq chips that can be sold in Chinese market, sources sayCorrects to show Nvidia licensed Groq technology rather than buying company in paragraph 2By Max A. Cherney and Stephen NellisSAN JOSE, California, March 17 (Reuters) - Nvidia is preparing a version of its Groq artificial-intelligence chips that can be sold to the Chinese market, two sources familiar with the matter told Reuters on Tuesday.Nvidia licensed technology from Groq, an AI chip startup, late last year in a $17 billion deal and showed a new lineup of products based around its chips at its annual developer conference in San Jose, California, this week.The move to develop a version of the chips for the Chinese market comes as Nvidia CEO Jensen Huang said that the company has restarted production of its H200 chips, the predecessor to its current flagship chip, after obtaining export licenses from U.S. President Donald Trump's administration and purchase orders from Chinese customers. (Reporting by Stephen Nellis and Max A. Cherney in San Jose, California; Additional reporting by Yelin Mo in Beijing; Editing by Peter Henderson and Matthew Lewis) ((stephen.nellis@thomsonreuters.com))","news_type":1,"symbols_score_info":{"3NVD.UK":0.6,"ANV":0.6,"NVD2.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDG":0.6,"NVDY":0.6,"NVDS.UK":0.6,"SNVD.UK":0.6,"NVDA":0.9,"NVDD":0.6,"NVDL":0.6,"2NVD.UK":0.6,"DIPS":0.6,"NVD3.UK":0.6,"NVDQ":0.6,"NVIW.SI":0.6,"NVDS":0.6,"NVII":0.6,"NVDB":0.6,"NVDW":0.6,"NVD":0.6}},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543656226517344,"gmtCreate":1773756240947,"gmtModify":1773756245022,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"This is huge news for Amazon!","listText":"This is huge news for Amazon!","text":"This is huge news for Amazon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543656226517344","repostId":"2620427717","repostType":4,"repost":{"id":"2620427717","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1773754660,"share":"https://ttm.financial/m/news/2620427717?lang=en_US&edition=fundamental","pubTime":"2026-03-17 21:37","market":"us","language":"en","title":"OpenAI to Sell AI to US Agencies Through Amazon Cloud Unit, the Information Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=2620427717","media":"Reuters","summary":"OpenAI has signed a new deal to sell ‌access to its AI model to U.S. defense and government agencies through Amazon's cloud unit for classified and unclassified work.","content":"<html><head></head><body><p>March 17 (Reuters) - OpenAI has signed a new deal to sell ‌access to its AI model to U.S. defense and government agencies through <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s cloud unit for classified and unclassified work, the ⁠Information reported on Tuesday.</p><p>Amazon shares rose 1.3% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c9988b12426f70d93867f815757b97c5\" tg-width=\"537\" tg-height=\"135\"/></p><p>The contract enables OpenAI to support the Pentagon under a deal it secured late last month, after the agency dropped its previous AI provider, Anthropic, the report said.</p><p>OpenAI and Amazon ‌did ⁠not immediately respond to Reuters&#39; requests for comment.</p><p>Claude maker Anthropic&#39;s relationship with the U.S. government collapsed in February ⁠after the firm refused to allow unrestricted military use of its AI, particularly ⁠for domestic surveillance and autonomous weapons, following which the Pentagon ⁠labelled it a &#34;supply chain risk&#34;.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>OpenAI to Sell AI to US Agencies Through Amazon Cloud Unit, the Information Reports</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpenAI to Sell AI to US Agencies Through Amazon Cloud Unit, the Information Reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-03-17 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>March 17 (Reuters) - OpenAI has signed a new deal to sell ‌access to its AI model to U.S. defense and government agencies through <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s cloud unit for classified and unclassified work, the ⁠Information reported on Tuesday.</p><p>Amazon shares rose 1.3% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c9988b12426f70d93867f815757b97c5\" tg-width=\"537\" tg-height=\"135\"/></p><p>The contract enables OpenAI to support the Pentagon under a deal it secured late last month, after the agency dropped its previous AI provider, Anthropic, the report said.</p><p>OpenAI and Amazon ‌did ⁠not immediately respond to Reuters&#39; requests for comment.</p><p>Claude maker Anthropic&#39;s relationship with the U.S. government collapsed in February ⁠after the firm refused to allow unrestricted military use of its AI, particularly ⁠for domestic surveillance and autonomous weapons, following which the Pentagon ⁠labelled it a &#34;supply chain risk&#34;.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1074936037.SGD":"JPMorgan Funds - 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OpenAI has signed a new deal to sell ‌access to its AI model to U.S. defense and government agencies through Amazon's cloud unit for classified and unclassified work, the ⁠Information reported on Tuesday.Amazon shares rose 1.3% in morning trading.The contract enables OpenAI to support the Pentagon under a deal it secured late last month, after the agency dropped its previous AI provider, Anthropic, the report said.OpenAI and Amazon ‌did ⁠not immediately respond to Reuters' requests for comment.Claude maker Anthropic's relationship with the U.S. government collapsed in February ⁠after the firm refused to allow unrestricted military use of its AI, particularly ⁠for domestic surveillance and autonomous weapons, following which the Pentagon ⁠labelled it a \"supply chain risk\".","news_type":1,"symbols_score_info":{"AMZU":0.6,"USAW.SI":0.6,"AMZN":1.88,"AMZY":0.6,"AMZW":0.6,"AZYY":0.6,"AMZZ":0.6,"AMZP":0.6,"AMZD":0.6}},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543655037347288,"gmtCreate":1773756123614,"gmtModify":1773756128870,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> The GTC 2026 keynote framed Nvidia as the operating system of the AI economy, unveiling the Vera Rubin platform with massive&nbsp;gains in inference performance and token cost. Combined with a clearly mapped multi‑generation GPU roadmap and deep hyperscaler commitments, the message was durable and sustainable growth over the next several years!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> The GTC 2026 keynote framed Nvidia as the operating system of the AI economy, unveiling the Vera Rubin platform with massive&nbsp;gains in inference performance and token cost. Combined with a clearly mapped multi‑generation GPU roadmap and deep hyperscaler commitments, the message was durable and sustainable growth over the next several years!","text":"$NVIDIA(NVDA)$ The GTC 2026 keynote framed Nvidia as the operating system of the AI economy, unveiling the Vera Rubin platform with massive gains in inference performance and token cost. Combined with a clearly mapped multi‑generation GPU roadmap and deep hyperscaler commitments, the message was durable and sustainable growth over the next several years!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543655037347288","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543640003626008,"gmtCreate":1773752421359,"gmtModify":1773752424820,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/U11.SI\">$UOB(U11.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Still an undervalued gem and serves as an effective risk‑off anchor during periods of market stress","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$UOB(U11.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Still an undervalued gem and serves as an effective risk‑off anchor during periods of market stress","text":"$UOB(U11.SI)$ Still an undervalued gem and serves as an effective risk‑off anchor during periods of market stress","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543640003626008","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":542098898597176,"gmtCreate":1773376198667,"gmtModify":1773376202824,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"All SG banks will benefit! Effectively risk off assets","listText":"All SG banks will benefit! Effectively risk off assets","text":"All SG banks will benefit! Effectively risk off assets","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/542098898597176","isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":542084894962824,"gmtCreate":1773372767127,"gmtModify":1773372772176,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Good time to invest in sg blue chips like DBS, UOB and Singtel","listText":"Good time to invest in sg blue chips like DBS, UOB and Singtel","text":"Good time to invest in sg blue chips like DBS, UOB and Singtel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/542084894962824","repostId":"1136691811","repostType":4,"repost":{"id":"1136691811","kind":"news","weMediaInfo":{"introduction":"Go Trading Go","home_visible":1,"media_name":"Trading Random","id":"1081967000","head_image":"https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544"},"pubTimestamp":1773364458,"share":"https://ttm.financial/m/news/1136691811?lang=en_US&edition=fundamental","pubTime":"2026-03-13 09:14","market":"sg","language":"en","title":"Navigating Market Turbulence: Are Singapore Blue-Chips a Timely Investment?","url":"https://stock-news.laohu8.com/highlight/detail?id=1136691811","media":"Trading Random","summary":"Global markets have endured significant volatility within the first quarter of 2026, with recent weeks presenting particular challenges for investors.While monitoring escalating US tariffs, investors...","content":"<html><head></head><body><p>Global markets have endured significant volatility within the first quarter of 2026, with recent weeks presenting particular challenges for investors.</p><p>While monitoring escalating US tariffs, investors now face additional uncertainty stemming from evolving geopolitical tensions in the Middle East.</p><p>Rising crude oil prices and disruptions to key shipping lanes in the Gulf region are contributing to instability across international financial markets.</p><p>This environment of market turbulence undoubtedly tests investor resolve.</p><p>However, such price movements can create opportunities to acquire shares in fundamentally sound companies at more attractive valuations, particularly established blue-chip stocks known for stable earnings and dependable dividend distributions.</p><h2 id=\"id_702721086\">Understanding Market Volatility: Causes and Characteristics</h2><p>Market volatility refers to the degree of fluctuation in stock prices.</p><p>High volatility indicates larger and less predictable price swings.</p><p>Generally, strong market confidence results in smoother, more orderly price adjustments.</p><p>Conversely, uncertainty driven by factors like geopolitical events or policy shifts tends to trigger more dramatic price movements.</p><p>Despite these erratic swings, volatility remains an inherent feature of financial markets and serves as a measure of investor confidence.</p><h2 id=\"id_1946580543\">The Appeal of Blue-Chip Stocks During Market Uncertainty</h2><p>Blue-chip stocks are frequently considered safer investments during periods of market instability.</p><p>These companies typically maintain robust balance sheets, enabling them to sustain earnings and healthy cash flows even during economic downturns.</p><p>Furthermore, blue-chip stocks often provide regular dividend payments.</p><p>This offers investors a steady income stream, providing a buffer against sharp fluctuations in share prices.</p><h2 id=\"id_2814033220\">Essential Metrics for Investment Evaluation</h2><p>When assessing Singapore blue-chip stocks, investors should examine specific metrics that reflect the strength of a company&#39;s business model.</p><p>These indicators vary considerably across different industries.</p><p>For bank stocks, which constitute a significant portion of the Straits Times Index, profitability measures like return on equity (ROE) are crucial.</p><p>ROE indicates how effectively a bank generates returns for its shareholders.</p><p><a href=\"https://laohu8.com/S/D05.SI\">DBS Group</a> serves as a prime example, having achieved an ROE of 16.2% in FY2025, demonstrating strong profitability and efficient capital management.</p><p>In capital-intensive or service-oriented sectors, free cash flow represents a vital indicator of financial health and dividend sustainability.</p><p>This metric reflects the cash remaining after covering operating expenses and capital expenditure necessary for maintaining or expanding business infrastructure.</p><p>Companies that consistently generate substantial free cash flow possess the financial flexibility to fund growth initiatives, reduce debt, and increase shareholder dividends without excessive reliance on external financing.</p><p>During volatile markets, businesses with strong cash generation capabilities are typically better equipped to withstand economic challenges.</p><p>For real estate investment trusts (REITs), investors should prioritize distribution yields and portfolio stability.</p><p>Large-scale retail REITs like <a href=\"https://laohu8.com/S/C38U.SI\">CapitaLand Integrated Commercial Trust</a>, or CICT, are commonly evaluated based on rental income and asset diversification.</p><p>Based on its FY2025 distributions per unit (DPU) of S$0.1158 and a unit price of S$2.33, CICT delivered a distribution yield of approximately 5%.</p><p>By applying these industry-specific indicators, investors can better assess whether a blue-chip company possesses the financial resilience to navigate market volatility.</p><h2 id=\"id_2942496006\">Potential Benefits of Investing During Volatile Periods</h2><p>Market uncertainty can sometimes benefit investors.</p><p>When stock prices decline due to broad market sentiment rather than company-specific issues, it creates opportunities to acquire shares below their intrinsic value.</p><p>The early phase of the 2020 pandemic illustrates this phenomenon, when DBS&#39;s share price declined significantly amid global market reactions to lockdowns and economic disruption.</p><p>As economies recovered and interest rates adjusted, the stock rebounded and eventually reached new peaks.</p><p>The bank hit a record S$60 on January 29, 2026, driven by robust wealth management performance, record fee income, and a positive dividend outlook.</p><p>During such market sell-offs, investors can also secure more attractive dividend yields.</p><p>By purchasing fundamentally strong companies when prices are depressed, investors effectively lock in higher yields while awaiting market recognition of the company&#39;s long-term value.</p><h2 id=\"id_2710407371\">Important Risk Considerations for Investors</h2><p>Investors should recognize that blue-chip stocks remain susceptible to market risks and can experience substantial price fluctuations during high-volatility periods.</p><p>Economic slowdowns may pressure earnings, particularly for cyclical industries or companies sensitive to global demand trends.</p><p>Not every stock decline represents a buying opportunity.</p><p>Even well-established companies can see their share prices remain subdued for extended periods.</p><p>Therefore, investors should look beyond temporary price movements and focus on fundamental business health and broader market conditions before making investment decisions.</p><h2 id=\"id_4273690984\">Transforming Volatility into Strategic Advantage</h2><p>While market volatility can generate anxiety, it often presents opportunities for long-term investors.</p><p>Maintaining a disciplined approach enables investors to convert short-term turbulence into long-term gains.</p><p>Effective strategies include dollar-cost averaging, regular portfolio rebalancing, and emphasis on dividends and sector diversification.</p><p>A structured investment plan helps mitigate emotional decision-making.</p><p>By focusing on companies with strong balance sheets, consistent dividend policies, and proven earnings track records, investors can build resilient portfolios capable of weathering multiple market cycles.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Navigating Market Turbulence: Are Singapore Blue-Chips a Timely Investment?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNavigating Market Turbulence: Are Singapore Blue-Chips a Timely Investment?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1081967000\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Trading Random </p>\n<p class=\"h-time\">2026-03-13 09:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Global markets have endured significant volatility within the first quarter of 2026, with recent weeks presenting particular challenges for investors.</p><p>While monitoring escalating US tariffs, investors now face additional uncertainty stemming from evolving geopolitical tensions in the Middle East.</p><p>Rising crude oil prices and disruptions to key shipping lanes in the Gulf region are contributing to instability across international financial markets.</p><p>This environment of market turbulence undoubtedly tests investor resolve.</p><p>However, such price movements can create opportunities to acquire shares in fundamentally sound companies at more attractive valuations, particularly established blue-chip stocks known for stable earnings and dependable dividend distributions.</p><h2 id=\"id_702721086\">Understanding Market Volatility: Causes and Characteristics</h2><p>Market volatility refers to the degree of fluctuation in stock prices.</p><p>High volatility indicates larger and less predictable price swings.</p><p>Generally, strong market confidence results in smoother, more orderly price adjustments.</p><p>Conversely, uncertainty driven by factors like geopolitical events or policy shifts tends to trigger more dramatic price movements.</p><p>Despite these erratic swings, volatility remains an inherent feature of financial markets and serves as a measure of investor confidence.</p><h2 id=\"id_1946580543\">The Appeal of Blue-Chip Stocks During Market Uncertainty</h2><p>Blue-chip stocks are frequently considered safer investments during periods of market instability.</p><p>These companies typically maintain robust balance sheets, enabling them to sustain earnings and healthy cash flows even during economic downturns.</p><p>Furthermore, blue-chip stocks often provide regular dividend payments.</p><p>This offers investors a steady income stream, providing a buffer against sharp fluctuations in share prices.</p><h2 id=\"id_2814033220\">Essential Metrics for Investment Evaluation</h2><p>When assessing Singapore blue-chip stocks, investors should examine specific metrics that reflect the strength of a company&#39;s business model.</p><p>These indicators vary considerably across different industries.</p><p>For bank stocks, which constitute a significant portion of the Straits Times Index, profitability measures like return on equity (ROE) are crucial.</p><p>ROE indicates how effectively a bank generates returns for its shareholders.</p><p><a href=\"https://laohu8.com/S/D05.SI\">DBS Group</a> serves as a prime example, having achieved an ROE of 16.2% in FY2025, demonstrating strong profitability and efficient capital management.</p><p>In capital-intensive or service-oriented sectors, free cash flow represents a vital indicator of financial health and dividend sustainability.</p><p>This metric reflects the cash remaining after covering operating expenses and capital expenditure necessary for maintaining or expanding business infrastructure.</p><p>Companies that consistently generate substantial free cash flow possess the financial flexibility to fund growth initiatives, reduce debt, and increase shareholder dividends without excessive reliance on external financing.</p><p>During volatile markets, businesses with strong cash generation capabilities are typically better equipped to withstand economic challenges.</p><p>For real estate investment trusts (REITs), investors should prioritize distribution yields and portfolio stability.</p><p>Large-scale retail REITs like <a href=\"https://laohu8.com/S/C38U.SI\">CapitaLand Integrated Commercial Trust</a>, or CICT, are commonly evaluated based on rental income and asset diversification.</p><p>Based on its FY2025 distributions per unit (DPU) of S$0.1158 and a unit price of S$2.33, CICT delivered a distribution yield of approximately 5%.</p><p>By applying these industry-specific indicators, investors can better assess whether a blue-chip company possesses the financial resilience to navigate market volatility.</p><h2 id=\"id_2942496006\">Potential Benefits of Investing During Volatile Periods</h2><p>Market uncertainty can sometimes benefit investors.</p><p>When stock prices decline due to broad market sentiment rather than company-specific issues, it creates opportunities to acquire shares below their intrinsic value.</p><p>The early phase of the 2020 pandemic illustrates this phenomenon, when DBS&#39;s share price declined significantly amid global market reactions to lockdowns and economic disruption.</p><p>As economies recovered and interest rates adjusted, the stock rebounded and eventually reached new peaks.</p><p>The bank hit a record S$60 on January 29, 2026, driven by robust wealth management performance, record fee income, and a positive dividend outlook.</p><p>During such market sell-offs, investors can also secure more attractive dividend yields.</p><p>By purchasing fundamentally strong companies when prices are depressed, investors effectively lock in higher yields while awaiting market recognition of the company&#39;s long-term value.</p><h2 id=\"id_2710407371\">Important Risk Considerations for Investors</h2><p>Investors should recognize that blue-chip stocks remain susceptible to market risks and can experience substantial price fluctuations during high-volatility periods.</p><p>Economic slowdowns may pressure earnings, particularly for cyclical industries or companies sensitive to global demand trends.</p><p>Not every stock decline represents a buying opportunity.</p><p>Even well-established companies can see their share prices remain subdued for extended periods.</p><p>Therefore, investors should look beyond temporary price movements and focus on fundamental business health and broader market conditions before making investment decisions.</p><h2 id=\"id_4273690984\">Transforming Volatility into Strategic Advantage</h2><p>While market volatility can generate anxiety, it often presents opportunities for long-term investors.</p><p>Maintaining a disciplined approach enables investors to convert short-term turbulence into long-term gains.</p><p>Effective strategies include dollar-cost averaging, regular portfolio rebalancing, and emphasis on dividends and sector diversification.</p><p>A structured investment plan helps mitigate emotional decision-making.</p><p>By focusing on companies with strong balance sheets, consistent dividend policies, and proven earnings track records, investors can build resilient portfolios capable of weathering multiple market cycles.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C38U.SI":"凯德商用新加坡信托","D05.SI":"星展集团控股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136691811","content_text":"Global markets have endured significant volatility within the first quarter of 2026, with recent weeks presenting particular challenges for investors.While monitoring escalating US tariffs, investors now face additional uncertainty stemming from evolving geopolitical tensions in the Middle East.Rising crude oil prices and disruptions to key shipping lanes in the Gulf region are contributing to instability across international financial markets.This environment of market turbulence undoubtedly tests investor resolve.However, such price movements can create opportunities to acquire shares in fundamentally sound companies at more attractive valuations, particularly established blue-chip stocks known for stable earnings and dependable dividend distributions.Understanding Market Volatility: Causes and CharacteristicsMarket volatility refers to the degree of fluctuation in stock prices.High volatility indicates larger and less predictable price swings.Generally, strong market confidence results in smoother, more orderly price adjustments.Conversely, uncertainty driven by factors like geopolitical events or policy shifts tends to trigger more dramatic price movements.Despite these erratic swings, volatility remains an inherent feature of financial markets and serves as a measure of investor confidence.The Appeal of Blue-Chip Stocks During Market UncertaintyBlue-chip stocks are frequently considered safer investments during periods of market instability.These companies typically maintain robust balance sheets, enabling them to sustain earnings and healthy cash flows even during economic downturns.Furthermore, blue-chip stocks often provide regular dividend payments.This offers investors a steady income stream, providing a buffer against sharp fluctuations in share prices.Essential Metrics for Investment EvaluationWhen assessing Singapore blue-chip stocks, investors should examine specific metrics that reflect the strength of a company's business model.These indicators vary considerably across different industries.For bank stocks, which constitute a significant portion of the Straits Times Index, profitability measures like return on equity (ROE) are crucial.ROE indicates how effectively a bank generates returns for its shareholders.DBS Group serves as a prime example, having achieved an ROE of 16.2% in FY2025, demonstrating strong profitability and efficient capital management.In capital-intensive or service-oriented sectors, free cash flow represents a vital indicator of financial health and dividend sustainability.This metric reflects the cash remaining after covering operating expenses and capital expenditure necessary for maintaining or expanding business infrastructure.Companies that consistently generate substantial free cash flow possess the financial flexibility to fund growth initiatives, reduce debt, and increase shareholder dividends without excessive reliance on external financing.During volatile markets, businesses with strong cash generation capabilities are typically better equipped to withstand economic challenges.For real estate investment trusts (REITs), investors should prioritize distribution yields and portfolio stability.Large-scale retail REITs like CapitaLand Integrated Commercial Trust, or CICT, are commonly evaluated based on rental income and asset diversification.Based on its FY2025 distributions per unit (DPU) of S$0.1158 and a unit price of S$2.33, CICT delivered a distribution yield of approximately 5%.By applying these industry-specific indicators, investors can better assess whether a blue-chip company possesses the financial resilience to navigate market volatility.Potential Benefits of Investing During Volatile PeriodsMarket uncertainty can sometimes benefit investors.When stock prices decline due to broad market sentiment rather than company-specific issues, it creates opportunities to acquire shares below their intrinsic value.The early phase of the 2020 pandemic illustrates this phenomenon, when DBS's share price declined significantly amid global market reactions to lockdowns and economic disruption.As economies recovered and interest rates adjusted, the stock rebounded and eventually reached new peaks.The bank hit a record S$60 on January 29, 2026, driven by robust wealth management performance, record fee income, and a positive dividend outlook.During such market sell-offs, investors can also secure more attractive dividend yields.By purchasing fundamentally strong companies when prices are depressed, investors effectively lock in higher yields while awaiting market recognition of the company's long-term value.Important Risk Considerations for InvestorsInvestors should recognize that blue-chip stocks remain susceptible to market risks and can experience substantial price fluctuations during high-volatility periods.Economic slowdowns may pressure earnings, particularly for cyclical industries or companies sensitive to global demand trends.Not every stock decline represents a buying opportunity.Even well-established companies can see their share prices remain subdued for extended periods.Therefore, investors should look beyond temporary price movements and focus on fundamental business health and broader market conditions before making investment decisions.Transforming Volatility into Strategic AdvantageWhile market volatility can generate anxiety, it often presents opportunities for long-term investors.Maintaining a disciplined approach enables investors to convert short-term turbulence into long-term gains.Effective strategies include dollar-cost averaging, regular portfolio rebalancing, and emphasis on dividends and sector diversification.A structured investment plan helps mitigate emotional decision-making.By focusing on companies with strong balance sheets, consistent dividend policies, and proven earnings track records, investors can build resilient portfolios capable of weathering multiple market cycles.","news_type":1,"symbols_score_info":{"C38U.SI":2,"D05.SI":2}},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":540419119800912,"gmtCreate":1772959822410,"gmtModify":1772959827297,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"DBS and UOB will be huge gainers from the Middle East conflict since a substantial amount of wealth will be diverted to Singapore banks!","listText":"DBS and UOB will be huge gainers from the Middle East conflict since a substantial amount of wealth will be diverted to Singapore banks!","text":"DBS and UOB will be huge gainers from the Middle East conflict since a substantial amount of wealth will be diverted to Singapore banks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/540419119800912","repostId":"2617503945","repostType":2,"repost":{"id":"2617503945","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1772759760,"share":"https://ttm.financial/m/news/2617503945?lang=en_US&edition=fundamental","pubTime":"2026-03-06 09:16","market":"other","language":"en","title":"Singapore Banks' Wealth Fees Could Get Boost From Middle East Conflict -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2617503945","media":"Dow Jones","summary":"0116 GMT - Singapore lenders could gain from risk-off sentiment in the Middle East thanks to the region's ongoing conflict, says CGS International's Tay Wee Kuang. Capital could exit the Middle East and enter Singapore or Hong Kong in a flight-to-safety move, he says in an email. All three Singapore banks have exposure in both cities and could see a boost in wealth-management fee income, the analyst adds. Wealth-management fee income has become a key source of earnings for DBS Group, Oversea-Chinese Banking Corp. and United Overseas Bank as declining interest rates weigh on interest income. ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0116 GMT - Singapore lenders could gain from risk-off sentiment in the Middle East thanks to the region's ongoing conflict, says CGS International's Tay Wee Kuang. Capital could exit the Middle East and enter Singapore or Hong Kong in a flight-to-safety move, he says in an email. All three Singapore banks have exposure in both cities and could see a boost in wealth-management fee income, the analyst adds. Wealth-management fee income has become a key source of earnings for DBS Group, Oversea-Chinese Banking Corp. and <a href=\"https://laohu8.com/S/UOVEF\">United Overseas</a> Bank as declining interest rates weigh on interest income. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 05, 2026 20:16 ET (01:16 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Banks' Wealth Fees Could Get Boost From Middle East Conflict -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Banks' Wealth Fees Could Get Boost From Middle East Conflict -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-06 09:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0116 GMT - Singapore lenders could gain from risk-off sentiment in the Middle East thanks to the region's ongoing conflict, says CGS International's Tay Wee Kuang. Capital could exit the Middle East and enter Singapore or Hong Kong in a flight-to-safety move, he says in an email. All three Singapore banks have exposure in both cities and could see a boost in wealth-management fee income, the analyst adds. Wealth-management fee income has become a key source of earnings for DBS Group, Oversea-Chinese Banking Corp. and <a href=\"https://laohu8.com/S/UOVEF\">United Overseas</a> Bank as declining interest rates weigh on interest income. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 05, 2026 20:16 ET (01:16 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0048573645.USD":"富达东盟基金","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","SG9999014302.SGD":"RHB Singapore Income Fund SGD","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","BK6516":"银行与投资服务概念","LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","LU0577902454.USD":"FULLERTON LUX FUNDS - 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ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","U11.SI":"大华银行","SG9999002406.SGD":"利安新加坡信托基金","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0737861269.HKD":"FIDELITY ASEAN \"A \" (HKD) ACC","SG9999001135.SGD":"United ASEAN Fund SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2617503945","content_text":"0116 GMT - Singapore lenders could gain from risk-off sentiment in the Middle East thanks to the region's ongoing conflict, says CGS International's Tay Wee Kuang. Capital could exit the Middle East and enter Singapore or Hong Kong in a flight-to-safety move, he says in an email. All three Singapore banks have exposure in both cities and could see a boost in wealth-management fee income, the analyst adds. Wealth-management fee income has become a key source of earnings for DBS Group, Oversea-Chinese Banking Corp. and United Overseas Bank as declining interest rates weigh on interest income. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 05, 2026 20:16 ET (01:16 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"U11.SI":1.86,"O39.SI":1.86,"D05.SI":1.86}},"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":539352281071800,"gmtCreate":1772699349601,"gmtModify":1772699353911,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"I think these are all excellent reasons why stocks will remain resilient and continue to grow!","listText":"I think these are all excellent reasons why stocks will remain resilient and continue to grow!","text":"I think these are all excellent reasons why stocks will remain resilient and continue to grow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/539352281071800","repostId":"2617647625","repostType":4,"repost":{"id":"2617647625","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1772694000,"share":"https://ttm.financial/m/news/2617647625?lang=en_US&edition=fundamental","pubTime":"2026-03-05 15:00","market":"us","language":"en","title":"Here Are 6 Reasons Why Stocks May Shake off Iran Fears and Move Higher in March","url":"https://stock-news.laohu8.com/highlight/detail?id=2617647625","media":"Dow Jones","summary":"Seasonality, options-market positioning and a handful of other factors bode well for stocks, according to Citadel strategist.","content":"<html><head></head><body><p style=\"text-align: start;\">U.S. stocks are already shaking off their losses from earlier this week.</p><p style=\"text-align: start;\">Many investors are worried that the ongoing conflict with Iran might provoke more volatility in financial markets. Data shows that demand for bearish put options, which protect equity portfolios from short-term pain, has increased.</p><p>But one prominent Wall Street strategist said he believes that the worst of the fallout from the fighting is probably over for now, at least in U.S. equities.</p><p>In commentary posted online, Citadel’s Scott Rubner — who made his name as a tactical strategist at Goldman Sachs — laid out his argument using a number of charts, a few of which we have shared here.</p><p style=\"text-align: start;\">“We take off our tactical bearish call and see scope for a bounce into mid-month, with volatility normalization acting as a catalyst. Expect chop into OpEx and greater flexibility thereafter, with April offering a more durable re-risking window,” Rubner said in commentary shared online.</p><p style=\"text-align: start;\">That’s a fancy way of saying Rubner expects stocks to eventually move higher. However, his bullish thesis hinges on the March options expiration, set for March 20. The latest quarterly “Triple Witching” event could be one of the biggest on record, according to Citadel data.</p><h3 id=\"id_143065623\" style=\"text-align: start;\">OpEx and the ‘Triple Witching’</h3><p style=\"text-align: start;\">Roughly 35% of outstanding U.S. options exposure is set to roll off by March 20, when contracts tied to indexes, individual stocks and ETFs and index futures are due to expire on the same day. This happens once a quarter, and markets professionals call it “Triple Witching.”</p><p style=\"text-align: start;\">According to Rubner, contracts tied to $5 trillion in underlying value will go up in smoke that day, although that figure could fluctuate between now and then. Typically, those who buy options contracts pay just a fraction of the value of shares that the contract controls.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f060551f5e9ad9ae86dc4b86cded299\" alt=\"Citadel\" title=\"Citadel\" tg-width=\"700\" tg-height=\"464\"/><span>Citadel</span></p><p style=\"text-align: start;\">As contracts expire, market makers who have sold the contracts can adjust their hedges in a way that could enable the S&amp;P 500 to finally move higher, Rubner said.</p><p style=\"text-align: start;\">Lately, the index has been choppy, while making little to no forward progress. Rubner illustrated this in a chart showing the total magnitude of fluctuations in the index compared with its year-to-date return. After these options expire, Rubner believes the S&amp;P 500 will have more flexibility to move higher.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b04298e5dadc3abc349c5b18e3822d6\" alt=\"Citadel\" title=\"Citadel\" tg-width=\"700\" tg-height=\"417\"/><span>Citadel</span></p><h3 id=\"id_3817644024\" style=\"text-align: start;\">Retail investors continue buying the dip</h3><p style=\"text-align: start;\">Individual investors have remained a dominant force in the U.S. equity market, helping to put a floor under stocks. Even when software names were getting clobbered, retail traders stepped up and bought the dip, according to Vanda Research.</p><p style=\"text-align: start;\">Citadel showed that retail participation has remained just as critical to the market’s overall health this year as it was in 2025.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/774c20be042ed1f346af9b7367be32f8\" alt=\"Citadel\" title=\"Citadel\" tg-width=\"700\" tg-height=\"332\"/><span>Citadel</span></p><p style=\"text-align: start;\">“Retail’s appetite to buy the dip has remained a dominant force in early 2026 flows. Year to date, average net notional traded on our platform has been 2.5x larger on S&amp;P down days than on up days,” Rubner said.</p><p style=\"text-align: start;\">“While overall average daily net notional moderated in February, the intensity of dip-buying actually increased.”</p><p style=\"text-align: start;\">Retail inflows hit a monthly record in January, and remained strong in February relative to history.</p><h3 id=\"id_1408895407\" style=\"text-align: start;\">Tax refunds</h3><p style=\"text-align: start;\">Tax refunds have a strong track record of filtering into risky assets like stocks, Rubner said. Refund issuance usually begins to accelerate in late February, and the total sum doled out to consumers is expected to be unusually large this year, due to President Donald Trump’s tax breaks.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/14c29963acc644d86c60480b3e75b897\" alt=\"Citadel\" title=\"Citadel\" tg-width=\"700\" tg-height=\"336\"/><span>Citadel</span></p><h3 id=\"id_1501428025\" style=\"text-align: start;\">Too much skew</h3><p style=\"text-align: start;\">Looking at the options market, there are signs that demand for downside protection has been extremely robust.</p><p style=\"text-align: start;\">That shouldn’t be much of a surprise. But investors might not be aware of the fact that extreme positioning in the options market can sometimes portend a reversal of fortune ahead.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3206102cce158d983fae469df28adab8\" alt=\"Citadel\" title=\"Citadel\" tg-width=\"700\" tg-height=\"340\"/><span>Citadel</span></p><p style=\"text-align: start;\">Any positive news could inspire options traders to start monetizing their hedges, which would create even more upward pressure on stocks.</p><h3 id=\"id_750462380\" style=\"text-align: start;\">Cross-asset volatility is picking up</h3><p style=\"text-align: start;\">U.S. stocks aren’t the only asset class seeing big swings lately. From bonds to oil, gauges of cross-asset volatility have been picking up.</p><p style=\"text-align: start;\">One gauge, known as the ICE BofAML MOVE Index, touched its highest level since late last year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/446df3581bffa9e19b43e7176edca0a9\" alt=\"Citadel\" title=\"Citadel\" tg-width=\"700\" tg-height=\"397\"/><span>Citadel</span></p><p style=\"text-align: start;\">That should create more opportunities for algorithmic funds, which use implied volatility gauges as key inputs in their models. Often, funds will de-lever as volatility rises, and start re-levering, or shorting volatility, once it appears to have peaked.</p><h3 id=\"id_377732593\" style=\"text-align: start;\">Seasonals are looking more favorable</h3><p style=\"text-align: start;\">March and April have a much stronger track record for stocks than February.</p><p style=\"text-align: start;\">S&amp;P 500 seasonals going back to 1928 show the index tends to see strong performance in March and April, coupled with positive-return rates north of 60%. February has a much lower positive-return rate, and a negative average return.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/20ec897b061ed934e4e9ced1a707162b\" alt=\"Citadel\" title=\"Citadel\" tg-width=\"700\" tg-height=\"347\"/><span>Citadel</span></p><p>The S&amp;P 500 gained 0.8% to end at 6,869.50 on Wednesday, while the Nasdaq Composite jumped 1.3% to finish at 22,807.48. The Dow Jones Industrial Average added 238.14 points, or 0.5%, closing at 48,739.41.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Are 6 Reasons Why Stocks May Shake off Iran Fears and Move Higher in March</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Are 6 Reasons Why Stocks May Shake off Iran Fears and Move Higher in March\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-05 15:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">U.S. stocks are already shaking off their losses from earlier this week.</p><p style=\"text-align: start;\">Many investors are worried that the ongoing conflict with Iran might provoke more volatility in financial markets. Data shows that demand for bearish put options, which protect equity portfolios from short-term pain, has increased.</p><p>But one prominent Wall Street strategist said he believes that the worst of the fallout from the fighting is probably over for now, at least in U.S. equities.</p><p>In commentary posted online, Citadel’s Scott Rubner — who made his name as a tactical strategist at Goldman Sachs — laid out his argument using a number of charts, a few of which we have shared here.</p><p style=\"text-align: start;\">“We take off our tactical bearish call and see scope for a bounce into mid-month, with volatility normalization acting as a catalyst. Expect chop into OpEx and greater flexibility thereafter, with April offering a more durable re-risking window,” Rubner said in commentary shared online.</p><p style=\"text-align: start;\">That’s a fancy way of saying Rubner expects stocks to eventually move higher. However, his bullish thesis hinges on the March options expiration, set for March 20. The latest quarterly “Triple Witching” event could be one of the biggest on record, according to Citadel data.</p><h3 id=\"id_143065623\" style=\"text-align: start;\">OpEx and the ‘Triple Witching’</h3><p style=\"text-align: start;\">Roughly 35% of outstanding U.S. options exposure is set to roll off by March 20, when contracts tied to indexes, individual stocks and ETFs and index futures are due to expire on the same day. This happens once a quarter, and markets professionals call it “Triple Witching.”</p><p style=\"text-align: start;\">According to Rubner, contracts tied to $5 trillion in underlying value will go up in smoke that day, although that figure could fluctuate between now and then. Typically, those who buy options contracts pay just a fraction of the value of shares that the contract controls.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f060551f5e9ad9ae86dc4b86cded299\" alt=\"Citadel\" title=\"Citadel\" tg-width=\"700\" tg-height=\"464\"/><span>Citadel</span></p><p style=\"text-align: start;\">As contracts expire, market makers who have sold the contracts can adjust their hedges in a way that could enable the S&amp;P 500 to finally move higher, Rubner said.</p><p style=\"text-align: start;\">Lately, the index has been choppy, while making little to no forward progress. Rubner illustrated this in a chart showing the total magnitude of fluctuations in the index compared with its year-to-date return. After these options expire, Rubner believes the S&amp;P 500 will have more flexibility to move higher.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b04298e5dadc3abc349c5b18e3822d6\" alt=\"Citadel\" title=\"Citadel\" tg-width=\"700\" tg-height=\"417\"/><span>Citadel</span></p><h3 id=\"id_3817644024\" style=\"text-align: start;\">Retail investors continue buying the dip</h3><p style=\"text-align: start;\">Individual investors have remained a dominant force in the U.S. equity market, helping to put a floor under stocks. Even when software names were getting clobbered, retail traders stepped up and bought the dip, according to Vanda Research.</p><p style=\"text-align: start;\">Citadel showed that retail participation has remained just as critical to the market’s overall health this year as it was in 2025.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/774c20be042ed1f346af9b7367be32f8\" alt=\"Citadel\" title=\"Citadel\" tg-width=\"700\" tg-height=\"332\"/><span>Citadel</span></p><p style=\"text-align: start;\">“Retail’s appetite to buy the dip has remained a dominant force in early 2026 flows. Year to date, average net notional traded on our platform has been 2.5x larger on S&amp;P down days than on up days,” Rubner said.</p><p style=\"text-align: start;\">“While overall average daily net notional moderated in February, the intensity of dip-buying actually increased.”</p><p style=\"text-align: start;\">Retail inflows hit a monthly record in January, and remained strong in February relative to history.</p><h3 id=\"id_1408895407\" style=\"text-align: start;\">Tax refunds</h3><p style=\"text-align: start;\">Tax refunds have a strong track record of filtering into risky assets like stocks, Rubner said. Refund issuance usually begins to accelerate in late February, and the total sum doled out to consumers is expected to be unusually large this year, due to President Donald Trump’s tax breaks.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/14c29963acc644d86c60480b3e75b897\" alt=\"Citadel\" title=\"Citadel\" tg-width=\"700\" tg-height=\"336\"/><span>Citadel</span></p><h3 id=\"id_1501428025\" style=\"text-align: start;\">Too much skew</h3><p style=\"text-align: start;\">Looking at the options market, there are signs that demand for downside protection has been extremely robust.</p><p style=\"text-align: start;\">That shouldn’t be much of a surprise. But investors might not be aware of the fact that extreme positioning in the options market can sometimes portend a reversal of fortune ahead.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3206102cce158d983fae469df28adab8\" alt=\"Citadel\" title=\"Citadel\" tg-width=\"700\" tg-height=\"340\"/><span>Citadel</span></p><p style=\"text-align: start;\">Any positive news could inspire options traders to start monetizing their hedges, which would create even more upward pressure on stocks.</p><h3 id=\"id_750462380\" style=\"text-align: start;\">Cross-asset volatility is picking up</h3><p style=\"text-align: start;\">U.S. stocks aren’t the only asset class seeing big swings lately. From bonds to oil, gauges of cross-asset volatility have been picking up.</p><p style=\"text-align: start;\">One gauge, known as the ICE BofAML MOVE Index, touched its highest level since late last year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/446df3581bffa9e19b43e7176edca0a9\" alt=\"Citadel\" title=\"Citadel\" tg-width=\"700\" tg-height=\"397\"/><span>Citadel</span></p><p style=\"text-align: start;\">That should create more opportunities for algorithmic funds, which use implied volatility gauges as key inputs in their models. Often, funds will de-lever as volatility rises, and start re-levering, or shorting volatility, once it appears to have peaked.</p><h3 id=\"id_377732593\" style=\"text-align: start;\">Seasonals are looking more favorable</h3><p style=\"text-align: start;\">March and April have a much stronger track record for stocks than February.</p><p style=\"text-align: start;\">S&amp;P 500 seasonals going back to 1928 show the index tends to see strong performance in March and April, coupled with positive-return rates north of 60%. February has a much lower positive-return rate, and a negative average return.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/20ec897b061ed934e4e9ced1a707162b\" alt=\"Citadel\" title=\"Citadel\" tg-width=\"700\" tg-height=\"347\"/><span>Citadel</span></p><p>The S&amp;P 500 gained 0.8% to end at 6,869.50 on Wednesday, while the Nasdaq Composite jumped 1.3% to finish at 22,807.48. The Dow Jones Industrial Average added 238.14 points, or 0.5%, closing at 48,739.41.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","IVV":"标普500ETF-iShares",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF","IWM":"罗素2000指数ETF","VOO":"Vanguard标普500ETF",".DJI":"道琼斯","QQQ":"纳指100ETF","QQQM":"NASDAQ100指数ETF-Invesco"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2617647625","content_text":"U.S. stocks are already shaking off their losses from earlier this week.Many investors are worried that the ongoing conflict with Iran might provoke more volatility in financial markets. Data shows that demand for bearish put options, which protect equity portfolios from short-term pain, has increased.But one prominent Wall Street strategist said he believes that the worst of the fallout from the fighting is probably over for now, at least in U.S. equities.In commentary posted online, Citadel’s Scott Rubner — who made his name as a tactical strategist at Goldman Sachs — laid out his argument using a number of charts, a few of which we have shared here.“We take off our tactical bearish call and see scope for a bounce into mid-month, with volatility normalization acting as a catalyst. Expect chop into OpEx and greater flexibility thereafter, with April offering a more durable re-risking window,” Rubner said in commentary shared online.That’s a fancy way of saying Rubner expects stocks to eventually move higher. However, his bullish thesis hinges on the March options expiration, set for March 20. The latest quarterly “Triple Witching” event could be one of the biggest on record, according to Citadel data.OpEx and the ‘Triple Witching’Roughly 35% of outstanding U.S. options exposure is set to roll off by March 20, when contracts tied to indexes, individual stocks and ETFs and index futures are due to expire on the same day. This happens once a quarter, and markets professionals call it “Triple Witching.”According to Rubner, contracts tied to $5 trillion in underlying value will go up in smoke that day, although that figure could fluctuate between now and then. Typically, those who buy options contracts pay just a fraction of the value of shares that the contract controls.CitadelAs contracts expire, market makers who have sold the contracts can adjust their hedges in a way that could enable the S&P 500 to finally move higher, Rubner said.Lately, the index has been choppy, while making little to no forward progress. Rubner illustrated this in a chart showing the total magnitude of fluctuations in the index compared with its year-to-date return. After these options expire, Rubner believes the S&P 500 will have more flexibility to move higher.CitadelRetail investors continue buying the dipIndividual investors have remained a dominant force in the U.S. equity market, helping to put a floor under stocks. Even when software names were getting clobbered, retail traders stepped up and bought the dip, according to Vanda Research.Citadel showed that retail participation has remained just as critical to the market’s overall health this year as it was in 2025.Citadel“Retail’s appetite to buy the dip has remained a dominant force in early 2026 flows. Year to date, average net notional traded on our platform has been 2.5x larger on S&P down days than on up days,” Rubner said.“While overall average daily net notional moderated in February, the intensity of dip-buying actually increased.”Retail inflows hit a monthly record in January, and remained strong in February relative to history.Tax refundsTax refunds have a strong track record of filtering into risky assets like stocks, Rubner said. Refund issuance usually begins to accelerate in late February, and the total sum doled out to consumers is expected to be unusually large this year, due to President Donald Trump’s tax breaks.CitadelToo much skewLooking at the options market, there are signs that demand for downside protection has been extremely robust.That shouldn’t be much of a surprise. But investors might not be aware of the fact that extreme positioning in the options market can sometimes portend a reversal of fortune ahead.CitadelAny positive news could inspire options traders to start monetizing their hedges, which would create even more upward pressure on stocks.Cross-asset volatility is picking upU.S. stocks aren’t the only asset class seeing big swings lately. From bonds to oil, gauges of cross-asset volatility have been picking up.One gauge, known as the ICE BofAML MOVE Index, touched its highest level since late last year.CitadelThat should create more opportunities for algorithmic funds, which use implied volatility gauges as key inputs in their models. Often, funds will de-lever as volatility rises, and start re-levering, or shorting volatility, once it appears to have peaked.Seasonals are looking more favorableMarch and April have a much stronger track record for stocks than February.S&P 500 seasonals going back to 1928 show the index tends to see strong performance in March and April, coupled with positive-return rates north of 60%. February has a much lower positive-return rate, and a negative average return.CitadelThe S&P 500 gained 0.8% to end at 6,869.50 on Wednesday, while the Nasdaq Composite jumped 1.3% to finish at 22,807.48. The Dow Jones Industrial Average added 238.14 points, or 0.5%, closing at 48,739.41.","news_type":1,"symbols_score_info":{".SPX":2,"QQQ":2,"IWM":2,"SQQQ":2,".IXIC":2,"IVV":2,".DJI":2,"QQQM":2,"TQQQ":2,"SPY":2,"VOO":2}},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":539229150913128,"gmtCreate":1772669349732,"gmtModify":1772669353837,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"UOB and Singtel are well positioned for a price rally!","listText":"UOB and Singtel are well positioned for a price rally!","text":"UOB and Singtel are well positioned for a price rally!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/539229150913128","repostId":"2617560518","repostType":2,"repost":{"id":"2617560518","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1772679665,"share":"https://ttm.financial/m/news/2617560518?lang=en_US&edition=fundamental","pubTime":"2026-03-05 11:01","market":"us","language":"en","title":"4 Stocks That Might Be Winners in the Next Market Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2617560518","media":"Tiger Newspress","summary":"Market rallies often lift the obvious winners first. But the biggest surprises sometimes come from stocks that were quietly improving before sentiment turned.","content":"<html><head></head><body><p>During the period of market growth, those highly-regarded and widely-known companies tend to take the lead.</p><p>However, at the same time, there are also some more low-key competitors quietly rising. They gradually grow stronger without attracting much attention from the outside world.</p><p>Their reputations may still be shrouded in doubt, filled with a low-key atmosphere, or carry the lingering fear of a slow recovery.</p><p>Let&#39;s take a look at four types of &#34;dark horse&#34; stocks that might stand out in the next market rebound.</p><h2 id=\"id_2245150829\">Why Surprises Happen in Market Rallies</h2><p>These surprises emerge when we least expect them.</p><p>They can take place when large groups of investors pivot into overlooked sectors</p><p>Or when keen-eyed investors note that a company’s earnings are recovering quicker than expected after a slump.<br/><br/>At the same time, sentiment shifts can drive re-ratings.<br/><br/>Ultimately, surprises usually arise when improving fundamentals coincide with strengthening sentiment.</p><h2 id=\"id_3650624700\">SATS Ltd (SGX: S58) — The Turnaround in Progress</h2><p>SATS has been on the radar of many investors since global air travel rebounded following the pandemic.</p><p>Its third quarter of FY2026 (3QFY2026) earnings suggest its recovery is gaining traction.</p><p>Revenue rose 8.0% year on year (YoY) to S$1.65 billion, while operating profit climbed 18.8% to S$151.3 million.</p><p>Its rising income also led to continued improvement in profitability, with EBITDA increasing 12.8% to S$297.7 million.</p><p>Another key signal that SATS is a turnaround in progress is the balance sheet repair that is underway. </p><p>Its total debt fell to S$4.20 billion as at 31 December 2025, from S$4.24 billion as at 31 March 2025, lowering its gross debt to equity ratio to 1.43 times.</p><p>Recoveries often gain momentum quickly once confidence returns — and stocks such as SATS may be one to watch.</p><h2 id=\"id_813942348\">CapitaLand Integrated Commercial Trust (SGX: C38U) — The Undervalued Cash Generator</h2><p>CICT is Singapore’s largest listed commercial REIT, with a portfolio spanning retail malls, office towers and integrated developments.</p><p>Its latest full-year earnings (FY2025) show a steady income engine at work.</p><p>CICT’s gross revenue ticked up 2.1% YoY to S$1.6 billion, while its net property income (NPI) climbed 3.1% YoY to S$1.2 billion, showing stronger cash flow from the assets.</p><p>Distribution per unit (DPU) came in at S$0.1158, up 6.4% YoY, marking the fifth consecutive year of DPU growth for the REIT.</p><p>With a trailing yield of 4.8%, CICT’s valuation remains grounded, especially given its proactive asset management. </p><p>The trust continues to sharpen its edge by recycling capital into high-potential projects, including three big upgrades in the third quarter of 2026 (3Q2026) at Lot One Shoppers’ Mall, Tampines Mall, and Capital Tower.</p><p>When cash flow stays resilient and valuations remain reasonable, steady income plays like CICT can quietly outperform.</p><h2 id=\"id_2158723634\">United Overseas Bank Ltd (SGX: U11) — Cyclical Beneficiary</h2><p>UOB’s latest full-year earnings (FY2025) reflect a strategic pivot toward balance sheet resilience.</p><p>While net profit slid 23% to S$4.7 billion, this was largely driven by S$2.0 billion in pre-emptive allowances set aside to cushion against macroeconomic uncertainty.</p><p>Operationally, the engine remains productive: gross loans climbed 4%, and net fee income reached a record S$2.6 billion, led by strong wealth management performance. </p><p>Although net interest margin narrowed 14 basis points to 1.89%, UOB’s asset quality remains solid with an NPL ratio of 1.5% and its CET1 ratio standing at a healthy 15.1%. </p><p>As a cyclical play, UOB is well-positioned to rebound as rate pressures stabilize and its conservative provisioning pays off.</p><h2 id=\"id_3255764770\">Singapore Telecommunications Limited (SGX: Z74), or Singtel — The Dividend Re-Rating Story</h2><p>For years, investors saw Singtel, Singapore’s biggest telecommunications group, as a solid but dull blue chip.<br/><br/>However, that’s starting to change, as its Singtel28 strategic reset begins to bear fruit, and the dividend outlook is getting brighter.</p><p>Singtel’s FY2026 interim dividend jumped 17% YoY to S$0.082 per share, following a total FY2025 payout of S$0.17.</p><p>This steady recovery from the pandemic-era lows marks a significant re-rating of its income potential.</p><p>Financial momentum is building, with its latest third quarter (3QFY2026) results showing underlying net profit rising 9.5% YoY to S$744 million, fueled by strong performance from regional associates like Airtel and AIS.</p><p>At S$4.92 as of 4 March 2026, Singtel shares are up about 7.42% year to date and 45.56% over the past year.</p><p>This translates to a trailing yield of 3.46% for Singtel, which is lower than its peers StarHub at 6.08%, and NetLink NBN Trust at 5.50%.</p><p>However, with its dividends on the rebound and payout visibility improving, Singtel’s shares look set for a re-rating as more investors regain confidence.</p><h2 id=\"id_1521176276\">What Investors Should Watch and Avoid</h2><p>The real edge comes from looking where others aren’t, as not every stock will shine in the next rally. </p><p>Look at where earnings are going, as when profits rise before the share price catches up, that gap tends to close. </p><p>Dig into the balance sheet to ensure strong liquidity and smart debt management, which help a company stay steady when things get rough. </p><p>Most importantly, watch if management walks the talk, as consistency is the only way to build genuine trust.</p><p>Strengthening fundamentals drive genuine surprises, not speculation.</p><p>Conversely, avoid the common mistake of chasing a stock after it has already shot up – you’re just buying into yesterday’s story. </p><p>It’s easy to lose sight of valuation, but even the best company can end up being a lousy investment if the entry price is too high. </p><p>Markets move in cycles and stories come and go, but fundamentals don’t just disappear. </p><p>In the long run, quality beats perfect timing every time.</p><h2 id=\"id_1232451747\"></h2></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Stocks That Might Be Winners in the Next Market Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Stocks That Might Be Winners in the Next Market Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-03-05 11:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>During the period of market growth, those highly-regarded and widely-known companies tend to take the lead.</p><p>However, at the same time, there are also some more low-key competitors quietly rising. They gradually grow stronger without attracting much attention from the outside world.</p><p>Their reputations may still be shrouded in doubt, filled with a low-key atmosphere, or carry the lingering fear of a slow recovery.</p><p>Let&#39;s take a look at four types of &#34;dark horse&#34; stocks that might stand out in the next market rebound.</p><h2 id=\"id_2245150829\">Why Surprises Happen in Market Rallies</h2><p>These surprises emerge when we least expect them.</p><p>They can take place when large groups of investors pivot into overlooked sectors</p><p>Or when keen-eyed investors note that a company’s earnings are recovering quicker than expected after a slump.<br/><br/>At the same time, sentiment shifts can drive re-ratings.<br/><br/>Ultimately, surprises usually arise when improving fundamentals coincide with strengthening sentiment.</p><h2 id=\"id_3650624700\">SATS Ltd (SGX: S58) — The Turnaround in Progress</h2><p>SATS has been on the radar of many investors since global air travel rebounded following the pandemic.</p><p>Its third quarter of FY2026 (3QFY2026) earnings suggest its recovery is gaining traction.</p><p>Revenue rose 8.0% year on year (YoY) to S$1.65 billion, while operating profit climbed 18.8% to S$151.3 million.</p><p>Its rising income also led to continued improvement in profitability, with EBITDA increasing 12.8% to S$297.7 million.</p><p>Another key signal that SATS is a turnaround in progress is the balance sheet repair that is underway. </p><p>Its total debt fell to S$4.20 billion as at 31 December 2025, from S$4.24 billion as at 31 March 2025, lowering its gross debt to equity ratio to 1.43 times.</p><p>Recoveries often gain momentum quickly once confidence returns — and stocks such as SATS may be one to watch.</p><h2 id=\"id_813942348\">CapitaLand Integrated Commercial Trust (SGX: C38U) — The Undervalued Cash Generator</h2><p>CICT is Singapore’s largest listed commercial REIT, with a portfolio spanning retail malls, office towers and integrated developments.</p><p>Its latest full-year earnings (FY2025) show a steady income engine at work.</p><p>CICT’s gross revenue ticked up 2.1% YoY to S$1.6 billion, while its net property income (NPI) climbed 3.1% YoY to S$1.2 billion, showing stronger cash flow from the assets.</p><p>Distribution per unit (DPU) came in at S$0.1158, up 6.4% YoY, marking the fifth consecutive year of DPU growth for the REIT.</p><p>With a trailing yield of 4.8%, CICT’s valuation remains grounded, especially given its proactive asset management. </p><p>The trust continues to sharpen its edge by recycling capital into high-potential projects, including three big upgrades in the third quarter of 2026 (3Q2026) at Lot One Shoppers’ Mall, Tampines Mall, and Capital Tower.</p><p>When cash flow stays resilient and valuations remain reasonable, steady income plays like CICT can quietly outperform.</p><h2 id=\"id_2158723634\">United Overseas Bank Ltd (SGX: U11) — Cyclical Beneficiary</h2><p>UOB’s latest full-year earnings (FY2025) reflect a strategic pivot toward balance sheet resilience.</p><p>While net profit slid 23% to S$4.7 billion, this was largely driven by S$2.0 billion in pre-emptive allowances set aside to cushion against macroeconomic uncertainty.</p><p>Operationally, the engine remains productive: gross loans climbed 4%, and net fee income reached a record S$2.6 billion, led by strong wealth management performance. </p><p>Although net interest margin narrowed 14 basis points to 1.89%, UOB’s asset quality remains solid with an NPL ratio of 1.5% and its CET1 ratio standing at a healthy 15.1%. </p><p>As a cyclical play, UOB is well-positioned to rebound as rate pressures stabilize and its conservative provisioning pays off.</p><h2 id=\"id_3255764770\">Singapore Telecommunications Limited (SGX: Z74), or Singtel — The Dividend Re-Rating Story</h2><p>For years, investors saw Singtel, Singapore’s biggest telecommunications group, as a solid but dull blue chip.<br/><br/>However, that’s starting to change, as its Singtel28 strategic reset begins to bear fruit, and the dividend outlook is getting brighter.</p><p>Singtel’s FY2026 interim dividend jumped 17% YoY to S$0.082 per share, following a total FY2025 payout of S$0.17.</p><p>This steady recovery from the pandemic-era lows marks a significant re-rating of its income potential.</p><p>Financial momentum is building, with its latest third quarter (3QFY2026) results showing underlying net profit rising 9.5% YoY to S$744 million, fueled by strong performance from regional associates like Airtel and AIS.</p><p>At S$4.92 as of 4 March 2026, Singtel shares are up about 7.42% year to date and 45.56% over the past year.</p><p>This translates to a trailing yield of 3.46% for Singtel, which is lower than its peers StarHub at 6.08%, and NetLink NBN Trust at 5.50%.</p><p>However, with its dividends on the rebound and payout visibility improving, Singtel’s shares look set for a re-rating as more investors regain confidence.</p><h2 id=\"id_1521176276\">What Investors Should Watch and Avoid</h2><p>The real edge comes from looking where others aren’t, as not every stock will shine in the next rally. </p><p>Look at where earnings are going, as when profits rise before the share price catches up, that gap tends to close. </p><p>Dig into the balance sheet to ensure strong liquidity and smart debt management, which help a company stay steady when things get rough. </p><p>Most importantly, watch if management walks the talk, as consistency is the only way to build genuine trust.</p><p>Strengthening fundamentals drive genuine surprises, not speculation.</p><p>Conversely, avoid the common mistake of chasing a stock after it has already shot up – you’re just buying into yesterday’s story. </p><p>It’s easy to lose sight of valuation, but even the best company can end up being a lousy investment if the entry price is too high. </p><p>Markets move in cycles and stories come and go, but fundamentals don’t just disappear. </p><p>In the long run, quality beats perfect timing every time.</p><h2 id=\"id_1232451747\"></h2></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","SGXZ27511609.SGD":"NIKKO AM SINGAPORE DIVIDEND EQUITY \"SGD\" (SGD) ACC","LU2663582299.SGD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOL \"A2\" (SGDHDG) ACC","LU0082770016.USD":"HSBC GIF ASIA EX JAPAN SMALLER CO. \"AD\" INC","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","LU0414403682.SGD":"Blackrock Asia Pacific Equity Income A5 SGD-H","LU1508157978.USD":"BSF 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\"AMG\" (USD) INC","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","SG9999001846.SGD":"Schroder Asian Equity Yield A Dis SGD","SG9999014302.SGD":"RHB Singapore Income Fund SGD","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0082770016.SGD":"HSBC GIF ASIA EX JAPAN EQUITY SMALLER COMPANIES \"AD\" (SGD) INC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","SGXZ43160589.SGD":"UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) ACC","BK6516":"银行与投资服务概念","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) 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INC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU0648948544.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AM\" (HKD) INC","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD"},"source_url":"https://thesmartinvestor.com.sg/4-stocks-that-might-surprise-you-in-the-next-market-rally/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2617560518","content_text":"During the period of market growth, those highly-regarded and widely-known companies tend to take the lead.However, at the same time, there are also some more low-key competitors quietly rising. They gradually grow stronger without attracting much attention from the outside world.Their reputations may still be shrouded in doubt, filled with a low-key atmosphere, or carry the lingering fear of a slow recovery.Let's take a look at four types of \"dark horse\" stocks that might stand out in the next market rebound.Why Surprises Happen in Market RalliesThese surprises emerge when we least expect them.They can take place when large groups of investors pivot into overlooked sectorsOr when keen-eyed investors note that a company’s earnings are recovering quicker than expected after a slump.At the same time, sentiment shifts can drive re-ratings.Ultimately, surprises usually arise when improving fundamentals coincide with strengthening sentiment.SATS Ltd (SGX: S58) — The Turnaround in ProgressSATS has been on the radar of many investors since global air travel rebounded following the pandemic.Its third quarter of FY2026 (3QFY2026) earnings suggest its recovery is gaining traction.Revenue rose 8.0% year on year (YoY) to S$1.65 billion, while operating profit climbed 18.8% to S$151.3 million.Its rising income also led to continued improvement in profitability, with EBITDA increasing 12.8% to S$297.7 million.Another key signal that SATS is a turnaround in progress is the balance sheet repair that is underway. Its total debt fell to S$4.20 billion as at 31 December 2025, from S$4.24 billion as at 31 March 2025, lowering its gross debt to equity ratio to 1.43 times.Recoveries often gain momentum quickly once confidence returns — and stocks such as SATS may be one to watch.CapitaLand Integrated Commercial Trust (SGX: C38U) — The Undervalued Cash GeneratorCICT is Singapore’s largest listed commercial REIT, with a portfolio spanning retail malls, office towers and integrated developments.Its latest full-year earnings (FY2025) show a steady income engine at work.CICT’s gross revenue ticked up 2.1% YoY to S$1.6 billion, while its net property income (NPI) climbed 3.1% YoY to S$1.2 billion, showing stronger cash flow from the assets.Distribution per unit (DPU) came in at S$0.1158, up 6.4% YoY, marking the fifth consecutive year of DPU growth for the REIT.With a trailing yield of 4.8%, CICT’s valuation remains grounded, especially given its proactive asset management. The trust continues to sharpen its edge by recycling capital into high-potential projects, including three big upgrades in the third quarter of 2026 (3Q2026) at Lot One Shoppers’ Mall, Tampines Mall, and Capital Tower.When cash flow stays resilient and valuations remain reasonable, steady income plays like CICT can quietly outperform.United Overseas Bank Ltd (SGX: U11) — Cyclical BeneficiaryUOB’s latest full-year earnings (FY2025) reflect a strategic pivot toward balance sheet resilience.While net profit slid 23% to S$4.7 billion, this was largely driven by S$2.0 billion in pre-emptive allowances set aside to cushion against macroeconomic uncertainty.Operationally, the engine remains productive: gross loans climbed 4%, and net fee income reached a record S$2.6 billion, led by strong wealth management performance. Although net interest margin narrowed 14 basis points to 1.89%, UOB’s asset quality remains solid with an NPL ratio of 1.5% and its CET1 ratio standing at a healthy 15.1%. As a cyclical play, UOB is well-positioned to rebound as rate pressures stabilize and its conservative provisioning pays off.Singapore Telecommunications Limited (SGX: Z74), or Singtel — The Dividend Re-Rating StoryFor years, investors saw Singtel, Singapore’s biggest telecommunications group, as a solid but dull blue chip.However, that’s starting to change, as its Singtel28 strategic reset begins to bear fruit, and the dividend outlook is getting brighter.Singtel’s FY2026 interim dividend jumped 17% YoY to S$0.082 per share, following a total FY2025 payout of S$0.17.This steady recovery from the pandemic-era lows marks a significant re-rating of its income potential.Financial momentum is building, with its latest third quarter (3QFY2026) results showing underlying net profit rising 9.5% YoY to S$744 million, fueled by strong performance from regional associates like Airtel and AIS.At S$4.92 as of 4 March 2026, Singtel shares are up about 7.42% year to date and 45.56% over the past year.This translates to a trailing yield of 3.46% for Singtel, which is lower than its peers StarHub at 6.08%, and NetLink NBN Trust at 5.50%.However, with its dividends on the rebound and payout visibility improving, Singtel’s shares look set for a re-rating as more investors regain confidence.What Investors Should Watch and AvoidThe real edge comes from looking where others aren’t, as not every stock will shine in the next rally. Look at where earnings are going, as when profits rise before the share price catches up, that gap tends to close. Dig into the balance sheet to ensure strong liquidity and smart debt management, which help a company stay steady when things get rough. Most importantly, watch if management walks the talk, as consistency is the only way to build genuine trust.Strengthening fundamentals drive genuine surprises, not speculation.Conversely, avoid the common mistake of chasing a stock after it has already shot up – you’re just buying into yesterday’s story. It’s easy to lose sight of valuation, but even the best company can end up being a lousy investment if the entry price is too high. Markets move in cycles and stories come and go, but fundamentals don’t just disappear. In the long run, quality beats perfect timing every time.","news_type":1,"symbols_score_info":{"U11.SI":1.93,"C38U.SI":1.94,"S58.SI":1.95,"Z74.SI":1.96}},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":539048590836688,"gmtCreate":1772625338662,"gmtModify":1772625343058,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Have faith and buy Nvidia while you can!","listText":"Have faith and buy Nvidia while you can!","text":"Have faith and buy Nvidia while you can!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/539048590836688","repostId":"1179857374","repostType":2,"repost":{"id":"1179857374","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1772622130,"share":"https://ttm.financial/m/news/1179857374?lang=en_US&edition=fundamental","pubTime":"2026-03-04 19:02","market":"us","language":"en","title":"Billionaire Tesla Whale Says He Bought 1 Million Nvidia Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=1179857374","media":"Tiger Newspress","summary":"Billionaire Leo KoGuan, a major individual shareholder of Tesla Inc., bought 1 million shares of Nvidia Corp. on Tuesday, spending roughly $180 million at Tuesday’s close of $180.05. He said that AI...","content":"<html><head></head><body><p>Billionaire Leo KoGuan, a major individual shareholder of Tesla Inc., bought 1 million shares of Nvidia Corp. on Tuesday, spending roughly $180 million at Tuesday’s close of $180.05. </p><p><img src=\"https://static.tigerbbs.com/25a4d916167e429e0f0ae1377e2c7b3b\" alt=\"\"/>He said that AI is “not a bubble” and plans to buy another million shares to support the market. </p><p>Despite growing skepticism of Elon Musk and Tesla, KoGuan said he remains mostly invested in Tesla and treasury bills, noting Tesla’s energy, Cybercap, and Teslabot are undervalued. He made his fortune with SHI International Corp. and has been buying Tesla since 2019.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Billionaire Tesla Whale Says He Bought 1 Million Nvidia Shares</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBillionaire Tesla Whale Says He Bought 1 Million Nvidia Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-03-04 19:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Billionaire Leo KoGuan, a major individual shareholder of Tesla Inc., bought 1 million shares of Nvidia Corp. on Tuesday, spending roughly $180 million at Tuesday’s close of $180.05. </p><p><img src=\"https://static.tigerbbs.com/25a4d916167e429e0f0ae1377e2c7b3b\" alt=\"\"/>He said that AI is “not a bubble” and plans to buy another million shares to support the market. </p><p>Despite growing skepticism of Elon Musk and Tesla, KoGuan said he remains mostly invested in Tesla and treasury bills, noting Tesla’s energy, Cybercap, and Teslabot are undervalued. He made his fortune with SHI International Corp. and has been buying Tesla since 2019.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179857374","content_text":"Billionaire Leo KoGuan, a major individual shareholder of Tesla Inc., bought 1 million shares of Nvidia Corp. on Tuesday, spending roughly $180 million at Tuesday’s close of $180.05. He said that AI is “not a bubble” and plans to buy another million shares to support the market. Despite growing skepticism of Elon Musk and Tesla, KoGuan said he remains mostly invested in Tesla and treasury bills, noting Tesla’s energy, Cybercap, and Teslabot are undervalued. He made his fortune with SHI International Corp. and has been buying Tesla since 2019.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":531292069955080,"gmtCreate":1770731696492,"gmtModify":1770731700192,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> I agree with several contributors that&nbsp;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, $16b increase in deposits in Q4 etc. Buy the dip and be rewarded!","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> I agree with several contributors that&nbsp;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, $16b increase in deposits in Q4 etc. Buy the dip and be rewarded!","text":"$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, $16b increase in deposits in Q4 etc. Buy the dip and be rewarded!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":51,"commentSize":5,"repostSize":350,"link":"https://ttm.financial/post/531292069955080","isVote":1,"tweetType":1,"viewCount":10165,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"content":"https://www.businesstimes.com.sg/opinion-features/pricey-dbs-can-still-be-worth-buying","text":"https://www.businesstimes.com.sg/opinion-features/pricey-dbs-can-still-be-worth-buying","html":"https://www.businesstimes.com.sg/opinion-features/pricey-dbs-can-still-be-worth-buying"},{"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"content":"My post still remains valid a month later!","text":"My post still remains valid a month later!","html":"My post still remains valid a month later!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":531164424606712,"gmtCreate":1770700378218,"gmtModify":1770700382140,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Now&nbsp;is the time to buy into a consistent and safe asset at a heavily discounted value that returns you at least 5.5% dividends for the next 2 years (!) and with the prospect of substantial valuation upside!","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Now&nbsp;is the time to buy into a consistent and safe asset at a heavily discounted value that returns you at least 5.5% dividends for the next 2 years (!) and with the prospect of substantial valuation upside!","text":"$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!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":2,"repostSize":39,"link":"https://ttm.financial/post/531164424606712","isVote":1,"tweetType":1,"viewCount":3483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511798423867704,"gmtCreate":1765978340041,"gmtModify":1765980573726,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M","text":"$NVIDIA(NVDA)$ Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":1,"repostSize":34,"link":"https://ttm.financial/post/511798423867704","isVote":1,"tweetType":1,"viewCount":1831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":519318211846160,"gmtCreate":1767809581878,"gmtModify":1768396162916,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/U11.SI\">$UOB(U11.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>UOB provides the best value given that its P/B ratio is only 1.2 (lower than both DBS and OCBC) while still offering a generous 6.2%&nbsp;<a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993236686964580352&amp;word=dividend yield\">dividend yield</a>. Of the 3 major Singapore banks, it is by far the most undervalued and the one with most potential for gains (both dividends and <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1991474564718632960&amp;word=valuation\">valuation</a>)!","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$UOB(U11.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>UOB provides the best value given that its P/B ratio is only 1.2 (lower than both DBS and OCBC) while still offering a generous 6.2%&nbsp;<a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993236686964580352&amp;word=dividend yield\">dividend yield</a>. Of the 3 major Singapore banks, it is by far the most undervalued and the one with most potential for gains (both dividends and <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1991474564718632960&amp;word=valuation\">valuation</a>)!","text":"$UOB(U11.SI)$ UOB provides the best value given that its P/B ratio is only 1.2 (lower than both DBS and OCBC) while still offering a generous 6.2% dividend yield. Of the 3 major Singapore banks, it is by far the most undervalued and the one with most potential for gains (both dividends and valuation)!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":1,"repostSize":10,"link":"https://ttm.financial/post/519318211846160","isVote":1,"tweetType":1,"viewCount":1440,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"content":"If there ever was a time to reflect on old posts, it is now. Buy the dip and hold on tight! You will be richly rewarded","text":"If there ever was a time to reflect on old posts, it is now. Buy the dip and hold on tight! You will be richly rewarded","html":"If there ever was a time to reflect on old posts, it is now. Buy the dip and hold on tight! You will be richly rewarded"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":547773764929024,"gmtCreate":1774758136731,"gmtModify":1774758141125,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"Notably all views show that UOB is undervalued so buy it before people realise what a good deal they're missing out on!","listText":"Notably all views show that UOB is undervalued so buy it before people realise what a good deal they're missing out on!","text":"Notably all views show that UOB is undervalued so buy it before people realise what a good deal they're missing out on!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/547773764929024","repostId":"2622492860","repostType":2,"repost":{"id":"2622492860","kind":"highlight","pubTimestamp":1774404617,"share":"https://ttm.financial/m/news/2622492860?lang=en_US&edition=fundamental","pubTime":"2026-03-25 10:10","market":"us","language":"en","title":"Is United Overseas Bank (SGX:U11) Offering Value After Recent Share Price Weakness","url":"https://stock-news.laohu8.com/highlight/detail?id=2622492860","media":"Simply Wall St.","summary":"If you are wondering whether United Overseas Bank at S$36.36 is offering fair value or a potential opportunity, this section helps you cut through the noise and focus on what the price really reflects.\nThe share price has seen a 1.4% decline over the last 7 days and a 5.8% decline over the last 30 days, while still sitting on returns of 3.1% year to date and 2.3% over the last year, with longer term 3 year and 5 year returns of 45.8% and 81.1% respectively.\nThat mix of short term weakness...","content":"<div>\n<p>If you are wondering whether United Overseas Bank at S$36.36 is offering fair value or a potential opportunity, this section helps you cut through the noise and focus on what the price really reflects...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/banks/sgx-u11/united-overseas-bank-shares/news/is-united-overseas-bank-sgxu11-offering-value-after-recent-s\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is United Overseas Bank (SGX:U11) Offering Value After Recent Share Price Weakness</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs United Overseas Bank (SGX:U11) Offering Value After Recent Share Price Weakness\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-25 10:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/sg/banks/sgx-u11/united-overseas-bank-shares/news/is-united-overseas-bank-sgxu11-offering-value-after-recent-s><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you are wondering whether United Overseas Bank at S$36.36 is offering fair value or a potential opportunity, this section helps you cut through the noise and focus on what the price really reflects...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/banks/sgx-u11/united-overseas-bank-shares/news/is-united-overseas-bank-sgxu11-offering-value-after-recent-s\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/7012000-choice1-main-header/1585186660482","relate_stocks":{"LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU0048597586.USD":"富达亚洲焦点A","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SG9999001127.SGD":"United Singapore Growth Fund SGD","SG9999002414.USD":"LIONGLOBAL SINGAPORE 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SGD","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU2238330802.EUR":"AZ EQUITY - ASEAN COUNTRIES \"AAZ\" (EUR) ACC","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","SG9999002620.SGD":"LionGlobal South East Asia SGD","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","BK6523":"ESG概念"},"source_url":"https://simplywall.st/stocks/sg/banks/sgx-u11/united-overseas-bank-shares/news/is-united-overseas-bank-sgxu11-offering-value-after-recent-s","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2622492860","content_text":"If you are wondering whether United Overseas Bank at S$36.36 is offering fair value or a potential opportunity, this section helps you cut through the noise and focus on what the price really reflects. The share price has seen a 1.4% decline over the last 7 days and a 5.8% decline over the last 30 days, while still sitting on returns of 3.1% year to date and 2.3% over the last year, with longer term 3 year and 5 year returns of 45.8% and 81.1% respectively. That mix of short term weakness and longer term gains suggests that recent moves may be more about shifting expectations than a simple one way story. To make sense of this, you may want to look past the latest price swings and focus on what the current valuation implies for the bank's fundamentals. On Simply Wall St's 6 point valuation checklist, United Overseas Bank scores 3 out of 6. This means half of the checks point to the stock trading below their estimate of fair value. The next step is to look at the usual valuation methods investors rely on and, later in the article, a more structured way to put all those signals in context.  Find out why United Overseas Bank's 2.3% return over the last year is lagging behind its peers. AdvertisementApproach 1: United Overseas Bank Excess Returns Analysis The Excess Returns model looks at how much value United Overseas Bank creates over and above the return that shareholders require, based on the bank's equity and profitability outlook. For United Overseas Bank, the key inputs are:  Book Value: SGD29.36 per share Stable EPS: SGD3.76 per share (source: weighted future Return on Equity estimates from 14 analysts) Cost of Equity: SGD2.34 per share Excess Return: SGD1.41 per share Average Return on Equity: 11.07% Stable Book Value: SGD33.96 per share (source: weighted future Book Value estimates from 11 analysts)  The model compares the return implied by stable EPS with the cost of equity, then capitalises those excess returns on the stable book value. On this basis, Simply Wall St arrives at an intrinsic value of about SGD66.29 per share. Against the current share price of SGD36.36, that intrinsic value implies the stock is 45.2% undervalued according to this Excess Returns approach. Result: UNDERVALUED Our Excess Returns analysis suggests United Overseas Bank is undervalued by 45.2%. Track this in your watchlist or portfolio, or discover 246 more high quality undervalued stocks. U11 Discounted Cash Flow as at Mar 2026 Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for United Overseas Bank. Approach 2: United Overseas Bank Price vs Earnings For a profitable bank like United Overseas Bank, the P/E ratio is a useful way to relate what you are paying per share to the earnings the bank is generating today. It helps you see how many years of current earnings the market is effectively pricing in. What counts as a “normal” P/E depends on what investors expect for future growth and how much risk they see in the business. Higher expected growth or lower perceived risk can justify a higher P/E, while slower growth or higher risk usually calls for a lower one. United Overseas Bank currently trades on a P/E of 13.11x. That sits above the Banks industry average of about 10.75x and above the peer group average of 12.09x. Simply Wall St’s Fair Ratio for United Overseas Bank is 13.96x, which is its proprietary view of what the P/E “should” be after considering factors like earnings growth, profit margins, risks, industry and market cap. This Fair Ratio can be more tailored than a simple comparison to peers or the broad industry because it adjusts for those company specific features. Since the Fair Ratio of 13.96x is higher than the current P/E of 13.11x, the P/E based view suggests the shares are trading below that fair value reference. Result: UNDERVALUED SGX:U11 P/E Ratio as at Mar 2026 P/E ratios tell one story, but what if the real opportunity lies elsewhere? Start investing in legacies, not executives. Discover our 95 top founder-led companies. Upgrade Your Decision Making: Choose your United Overseas Bank Narrative Earlier it was mentioned that there is an even better way to understand valuation. On Simply Wall St's Community page you can use Narratives, where you set out your story for United Overseas Bank, link that story to your own revenue, earnings and margin forecasts, see the fair value that falls out of those assumptions, compare it to the current price to guide your buy or sell timing, and watch that fair value update automatically as new news or earnings arrive. One investor might build a more optimistic United Overseas Bank Narrative closer to the highest analyst price target of S$42.70, while another might anchor on the more cautious S$30.17 view, each with a clear, quantified path from story to numbers to fair value. Do you think there's more to the story for United Overseas Bank? Head over to our Community to see what others are saying! SGX:U11 1-Year Stock Price Chart  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","news_type":1,"symbols_score_info":{"U11.SI":1.98}},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":513853258490072,"gmtCreate":1766482750392,"gmtModify":1767615257567,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Looks like <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1992840656921714688&amp;word=Nvidia\">Nvidia</a> is finally joining the Santa rally! With so much positive news (Nvidia starting H200 shipments to China from mid-Feb 2026, Nvidia's <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993181342661500928&amp;word=Intel\">Intel</a> investment obtaining approval, Nvidia's collaboration with Synopsys, Nvidia's licensing agreement with Groq which will boost product performance, the next-generation <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993339324921700352&amp;word=Rubin chips\">Rubin chips</a> slated for release in about 6 months etc.), Nvidia is definitely an u","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Looks like <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1992840656921714688&amp;word=Nvidia\">Nvidia</a> is finally joining the Santa rally! With so much positive news (Nvidia starting H200 shipments to China from mid-Feb 2026, Nvidia's <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993181342661500928&amp;word=Intel\">Intel</a> investment obtaining approval, Nvidia's collaboration with Synopsys, Nvidia's licensing agreement with Groq which will boost product performance, the next-generation <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993339324921700352&amp;word=Rubin chips\">Rubin chips</a> slated for release in about 6 months etc.), Nvidia is definitely an u","text":"$NVIDIA(NVDA)$ Looks like Nvidia is finally joining the Santa rally! With so much positive news (Nvidia starting H200 shipments to China from mid-Feb 2026, Nvidia's Intel investment obtaining approval, Nvidia's collaboration with Synopsys, Nvidia's licensing agreement with Groq which will boost product performance, the next-generation Rubin chips slated for release in about 6 months etc.), Nvidia is definitely an u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/513853258490072","isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":509309644886536,"gmtCreate":1765374694065,"gmtModify":1765375984179,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"As I've reasoned in an earlier comment, there is substantial demand from Chinese companies for a chip that is considerably more advanced than anything available in the domestic market and this deal was worked out at the highest level of both countries! All I can see is upside for Nvidia.","listText":"As I've reasoned in an earlier comment, there is substantial demand from Chinese companies for a chip that is considerably more advanced than anything available in the domestic market and this deal was worked out at the highest level of both countries! All I can see is upside for Nvidia.","text":"As I've reasoned in an earlier comment, there is substantial demand from Chinese companies for a chip that is considerably more advanced than anything available in the domestic market and this deal was worked out at the highest level of both countries! All I can see is upside for Nvidia.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/509309644886536","repostId":"1157089461","repostType":2,"repost":{"id":"1157089461","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1765365828,"share":"https://ttm.financial/m/news/1157089461?lang=en_US&edition=fundamental","pubTime":"2025-12-10 19:23","market":"us","language":"en","title":"ByteDance, Alibaba Keen to Order Nvidia H200 Chips After Trump Green Light, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=1157089461","media":"Reuters","summary":"(Reuters) - ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China, four people briefed on the...","content":"<html><head></head><body><p>(Reuters) - ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China, four people briefed on the matter told Reuters.</p><p>The Chinese companies are keen to place large orders for Nvidia&#39;s second most powerful artificial intelligence chip, should Beijing give them the green light, two of the people said. However, they remain concerned about supply and are seeking clarity from Nvidia, one added.</p><p>Before Trump&#39;s decision to allow Nvidia&#39;s Taiwan-manufactured H200 to be exported to China, the most advanced AI semiconductor that could legally be exported to China was the H20. The H200 is almost six times as powerful as the H20.</p><p>The Chinese government has yet to give a clear answer to Trump&#39;s announcement on H200. In recent months, it has barred government-funded data centres and Chinese tech companies from buying Nvidia&#39;s AI chips, Reuters has reported, pummelling Nvidia&#39;s market share in China.</p><p>The Information reported on Wednesday that Chinese regulators gathered representatives from companies including Alibaba, ByteDance and Tencent Holdings (0700.HK), opens new tab and asked them to assess their demand for the H200.</p><p>The officials told the companies they would be informed of Beijing&#39;s decision soon, The Information said, citing sources.</p><p>Very limited quantities of H200 are currently in production, two other people familiar with Nvidia&#39;s supply chain said, as the U.S. chip giant has been focused instead on its most advanced Blackwell and upcoming Rubin lines.</p><h2 id=\"id_2752506630\" style=\"text-align: start;\">CHINESE PURCHASES EXPECTED TO BE LOW-KEY</h2><p>Chinese companies are keen on the H200 as its ability to train AI models is currently unmatched by domestic equivalents which are more suitable for inference, said the sources.</p><p>Elite Chinese universities, data center firms, and entities affiliated to China&#39;s military have also sought to procure H200 chips through grey-market channels, according to a Reuters review of more than 100 tenders and academic papers.</p><p>Chinese companies anticipate authorities may need to review purchase requests and require them to provide use cases, the people said, as they mull the costs and benefits of allowing H200 imports at a time they want to encourage sales of AI chips manufactured in China by the likes of Huawei and Cambricon.</p><p>&#34;The training of leading Chinese AI models still relies on Nvidia cards,&#34; said Zhang Yuchun, a general manager at Chinese cloud service provider SuperCloud&#39;s solution and ecology units.</p><p>&#34;I expect the leading Chinese tech companies to buy a lot although in a low key manner,&#34; he added.</p><p>Asked about the H200, China&#39;s foreign ministry has only said that the country values cooperation with the United States.</p><p>The ministry declined to comment further on Wednesday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ByteDance, Alibaba Keen to Order Nvidia H200 Chips After Trump Green Light, Sources Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nByteDance, Alibaba Keen to Order Nvidia H200 Chips After Trump Green Light, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-12-10 19:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China, four people briefed on the matter told Reuters.</p><p>The Chinese companies are keen to place large orders for Nvidia&#39;s second most powerful artificial intelligence chip, should Beijing give them the green light, two of the people said. However, they remain concerned about supply and are seeking clarity from Nvidia, one added.</p><p>Before Trump&#39;s decision to allow Nvidia&#39;s Taiwan-manufactured H200 to be exported to China, the most advanced AI semiconductor that could legally be exported to China was the H20. The H200 is almost six times as powerful as the H20.</p><p>The Chinese government has yet to give a clear answer to Trump&#39;s announcement on H200. In recent months, it has barred government-funded data centres and Chinese tech companies from buying Nvidia&#39;s AI chips, Reuters has reported, pummelling Nvidia&#39;s market share in China.</p><p>The Information reported on Wednesday that Chinese regulators gathered representatives from companies including Alibaba, ByteDance and Tencent Holdings (0700.HK), opens new tab and asked them to assess their demand for the H200.</p><p>The officials told the companies they would be informed of Beijing&#39;s decision soon, The Information said, citing sources.</p><p>Very limited quantities of H200 are currently in production, two other people familiar with Nvidia&#39;s supply chain said, as the U.S. chip giant has been focused instead on its most advanced Blackwell and upcoming Rubin lines.</p><h2 id=\"id_2752506630\" style=\"text-align: start;\">CHINESE PURCHASES EXPECTED TO BE LOW-KEY</h2><p>Chinese companies are keen on the H200 as its ability to train AI models is currently unmatched by domestic equivalents which are more suitable for inference, said the sources.</p><p>Elite Chinese universities, data center firms, and entities affiliated to China&#39;s military have also sought to procure H200 chips through grey-market channels, according to a Reuters review of more than 100 tenders and academic papers.</p><p>Chinese companies anticipate authorities may need to review purchase requests and require them to provide use cases, the people said, as they mull the costs and benefits of allowing H200 imports at a time they want to encourage sales of AI chips manufactured in China by the likes of Huawei and Cambricon.</p><p>&#34;The training of leading Chinese AI models still relies on Nvidia cards,&#34; said Zhang Yuchun, a general manager at Chinese cloud service provider SuperCloud&#39;s solution and ecology units.</p><p>&#34;I expect the leading Chinese tech companies to buy a lot although in a low key manner,&#34; he added.</p><p>Asked about the H200, China&#39;s foreign ministry has only said that the country values cooperation with the United States.</p><p>The ministry declined to comment further on Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157089461","content_text":"(Reuters) - ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China, four people briefed on the matter told Reuters.The Chinese companies are keen to place large orders for Nvidia's second most powerful artificial intelligence chip, should Beijing give them the green light, two of the people said. However, they remain concerned about supply and are seeking clarity from Nvidia, one added.Before Trump's decision to allow Nvidia's Taiwan-manufactured H200 to be exported to China, the most advanced AI semiconductor that could legally be exported to China was the H20. The H200 is almost six times as powerful as the H20.The Chinese government has yet to give a clear answer to Trump's announcement on H200. In recent months, it has barred government-funded data centres and Chinese tech companies from buying Nvidia's AI chips, Reuters has reported, pummelling Nvidia's market share in China.The Information reported on Wednesday that Chinese regulators gathered representatives from companies including Alibaba, ByteDance and Tencent Holdings (0700.HK), opens new tab and asked them to assess their demand for the H200.The officials told the companies they would be informed of Beijing's decision soon, The Information said, citing sources.Very limited quantities of H200 are currently in production, two other people familiar with Nvidia's supply chain said, as the U.S. chip giant has been focused instead on its most advanced Blackwell and upcoming Rubin lines.CHINESE PURCHASES EXPECTED TO BE LOW-KEYChinese companies are keen on the H200 as its ability to train AI models is currently unmatched by domestic equivalents which are more suitable for inference, said the sources.Elite Chinese universities, data center firms, and entities affiliated to China's military have also sought to procure H200 chips through grey-market channels, according to a Reuters review of more than 100 tenders and academic papers.Chinese companies anticipate authorities may need to review purchase requests and require them to provide use cases, the people said, as they mull the costs and benefits of allowing H200 imports at a time they want to encourage sales of AI chips manufactured in China by the likes of Huawei and Cambricon.\"The training of leading Chinese AI models still relies on Nvidia cards,\" said Zhang Yuchun, a general manager at Chinese cloud service provider SuperCloud's solution and ecology units.\"I expect the leading Chinese tech companies to buy a lot although in a low key manner,\" he added.Asked about the H200, China's foreign ministry has only said that the country values cooperation with the United States.The ministry declined to comment further on Wednesday.","news_type":1,"symbols_score_info":{"NVDA":2,"BABA":2}},"isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":516366365389168,"gmtCreate":1767088922692,"gmtModify":1767094571004,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> BREAKING: Nvidia has made a $2.8 billion gain, or a 56% return, from its $5 billion Intel investment so far. The leading AI chip maker has purchased 214.7 million Intel shares (INTC) at $23.28 per share for $5 billion under the September agreement. Intel shares are currently trading at $36.20 per share; as a result, Nvidia’s $5 billion investment has grown to approximately $7.8 billion. Link at https://www.facebook.com/share/p/1CCvfUmywA/?mibextid=wwXIfr","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> BREAKING: Nvidia has made a $2.8 billion gain, or a 56% return, from its $5 billion Intel investment so far. The leading AI chip maker has purchased 214.7 million Intel shares (INTC) at $23.28 per share for $5 billion under the September agreement. Intel shares are currently trading at $36.20 per share; as a result, Nvidia’s $5 billion investment has grown to approximately $7.8 billion. Link at https://www.facebook.com/share/p/1CCvfUmywA/?mibextid=wwXIfr","text":"$NVIDIA(NVDA)$ BREAKING: Nvidia has made a $2.8 billion gain, or a 56% return, from its $5 billion Intel investment so far. The leading AI chip maker has purchased 214.7 million Intel shares (INTC) at $23.28 per share for $5 billion under the September agreement. Intel shares are currently trading at $36.20 per share; as a result, Nvidia’s $5 billion investment has grown to approximately $7.8 billion. Link at https://www.facebook.com/share/p/1CCvfUmywA/?mibextid=wwXIfr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/516366365389168","isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":514568211886104,"gmtCreate":1766654657322,"gmtModify":1766654661636,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"I think the surge is just beginning for semis like Nvidia! It's been volatile for the past month but it will not stop the inevitable surge.","listText":"I think the surge is just beginning for semis like Nvidia! It's been volatile for the past month but it will not stop the inevitable surge.","text":"I think the surge is just beginning for semis like Nvidia! It's been volatile for the past month but it will not stop the inevitable surge.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/514568211886104","repostId":"1181437195","repostType":4,"repost":{"id":"1181437195","kind":"news","weMediaInfo":{"introduction":"Go Trading Go","home_visible":1,"media_name":"Trading Random","id":"1081967000","head_image":"https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544"},"pubTimestamp":1766640983,"share":"https://ttm.financial/m/news/1181437195?lang=en_US&edition=fundamental","pubTime":"2025-12-25 13:36","market":"us","language":"en","title":"The New Year Could Bring Massive Upside for These Semiconductor Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1181437195","media":"Trading Random","summary":"The semiconductor industry reported stellar growth in 2025. Data compiled by the World Semiconductor Trade Statistics (WSTS) organization suggests that semiconductor sales are on track to increase by...","content":"<html><head></head><body><p>The semiconductor industry reported stellar growth in 2025. Data compiled by the World Semiconductor Trade Statistics (WSTS) organization suggests that semiconductor sales are on track to increase by 22.5% this year to just over $772 billion.</p><p>Not surprisingly, semiconductor stocks have registered solid gains this year, as evident from the 42% jump in the PHLX Semiconductor Sector index. The good news is that the industry&#39;s growth could accelerate further in 2026, with revenue forecasted to jump 26.3% to $975.4 billion.</p><p style=\"text-align: start;\">That&#39;s why now would be a good time to take a look at some of the top names in this industry that could deliver terrific gains to investors in the new year.</p><h4 id=\"id_916547875\">The semiconductor industry&#39;s secular growth should supercharge these stocks</h4><p style=\"text-align: start;\">The semiconductor industry is approaching the $1 trillion revenue milestone much earlier than the prior timeline of 2030. This isn&#39;t surprising, as semiconductors play a critical role in the proliferation of artificial intelligence (AI) across various verticals, including data centers, smartphones, computers, and factories.</p><p><strong><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a></strong>, popularly known as TSMC, is one of the best ways to capitalize on the secular growth of the semiconductor market in 2026. After all, it is the world&#39;s largest chip foundry, with a market share of 72% at the end of the previous quarter, according to Counterpoint Research. What&#39;s worth noting is that TSMC&#39;s share of the foundry market improved by six percentage points year over year last quarter, as all the top chip designers have been rushing to manufacture chips on its advanced nodes.</p><p style=\"text-align: start;\">The chips fabricated by TSMC for customers such as <strong>Nvidia</strong>, <strong>AMD</strong>, <strong>Apple</strong>, <strong>Broadcom</strong>, <strong>Qualcomm</strong>, and others, go into all the verticals of the semiconductor industry. This is why the company&#39;s growth has been outstanding this year. Analysts expect TSMC to end 2025 with a 30% jump in revenue, while the bottom line is anticipated to increase by almost 48% to $10.41 per share.</p><p>There is ample evidence suggesting that TSMC&#39;s growth could accelerate next year. For instance, TSMC&#39;s production capacity of the advanced 2-nanometer (nm) node that will go into production in 2026 is anticipated to double. What&#39;s more, TSMC has reportedly sold out its entire 2nm production capacity for 2026.</p><p>Additionally, TSMC&#39;s 2nm node will reportedly be priced at a premium of 10% to 20% over its current flagship -- the 3nm node. As a result, don&#39;t be surprised to see TSMC easily exceeding the 20% earnings growth analysts forecast for 2026, putting the stock on track to clock even bigger gains following its 48% jump in 2025.</p><p>The fact that TSMC trades at 30 times earnings also helps, as it represents a discount to the tech-laden <strong>Nasdaq-100</strong> index&#39;s earnings multiple of 32 (using the index as a proxy for tech stocks). The faster-than-anticipated earnings growth that it may deliver in 2026 could be rewarded with a higher earnings multiple, setting the stock up for massive gains.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/ASML\">ASML</a></strong> is another company likely to step on the gas in 2026. Shares of the Dutch semiconductor equipment manufacturer are up nearly 50% in 2025. The larger increase in semiconductor sales next year should be a tailwind for ASML, as it designs and makes the equipment that enables companies like TSMC to produce advanced chips.</p><p style=\"text-align: start;\">The fact that TSMC has already sold out its 2nm capacity is good news for ASML. TSMC utilizes ASML&#39;s advanced equipment to manufacture 2nm chips for customers, so it is likely to place more orders for the latter&#39;s equipment. Not surprisingly, ASML&#39;s outlook for 2026 has improved. Investors should also note that the demand for semiconductor equipment is set to increase over the next couple of years, driven by AI investments.</p><p>As a result, ASML&#39;s earnings growth in 2026 could be much higher than the 5% jump analysts are currently forecasting. For comparison, its earnings are set to jump by 28% in 2025. So, the faster growth in semiconductor sales in 2026 and the favorable outlook of the semiconductor equipment market should ideally help ASML do better next year than its 2025 performance, putting the stock on track to make investors richer in the new year.</p><h4 id=\"id_582691895\">AI spending is going to be a boon for these names</h4><p style=\"text-align: start;\">AI will play a central role in boosting the semiconductor market next year. Bloomberg Intelligence estimates that spending on AI servers could jump by 45% in 2026 to $312 billion. As these servers are equipped with AI chips from companies such as Nvidia (the leader in AI chips), there is a good chance this AI stock will deliver a solid performance in the new year.</p><p>Nvidia already has a solid backlog of $275 billion in the data center business for next year. Even better, the company&#39;s growth potential for 2026 has received a major shot in the arm following the Trump administration&#39;s announcement that it will be able to sell its advanced chips into the Chinese market. This move could significantly boost Nvidia&#39;s growth next year.</p><p style=\"text-align: start;\">This indicates why analysts have increased their earnings growth expectations for Nvidia in 2026.</p><p>Assuming Nvidia indeed achieves $7.49 per share in earnings next year, as seen in the chart, and trades at 32 times earnings at that time (in line with the Nasdaq-100 index), its stock price could jump to $240. That suggests a potential jump of 33% from current levels, though don&#39;t be surprised to see this chip giant do better than that as it has the potential to clock a bigger jump in earnings in 2026, thanks to recent developments.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The New Year Could Bring Massive Upside for These Semiconductor Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe New Year Could Bring Massive Upside for These Semiconductor Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1081967000\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Trading Random </p>\n<p class=\"h-time\">2025-12-25 13:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The semiconductor industry reported stellar growth in 2025. Data compiled by the World Semiconductor Trade Statistics (WSTS) organization suggests that semiconductor sales are on track to increase by 22.5% this year to just over $772 billion.</p><p>Not surprisingly, semiconductor stocks have registered solid gains this year, as evident from the 42% jump in the PHLX Semiconductor Sector index. The good news is that the industry&#39;s growth could accelerate further in 2026, with revenue forecasted to jump 26.3% to $975.4 billion.</p><p style=\"text-align: start;\">That&#39;s why now would be a good time to take a look at some of the top names in this industry that could deliver terrific gains to investors in the new year.</p><h4 id=\"id_916547875\">The semiconductor industry&#39;s secular growth should supercharge these stocks</h4><p style=\"text-align: start;\">The semiconductor industry is approaching the $1 trillion revenue milestone much earlier than the prior timeline of 2030. This isn&#39;t surprising, as semiconductors play a critical role in the proliferation of artificial intelligence (AI) across various verticals, including data centers, smartphones, computers, and factories.</p><p><strong><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a></strong>, popularly known as TSMC, is one of the best ways to capitalize on the secular growth of the semiconductor market in 2026. After all, it is the world&#39;s largest chip foundry, with a market share of 72% at the end of the previous quarter, according to Counterpoint Research. What&#39;s worth noting is that TSMC&#39;s share of the foundry market improved by six percentage points year over year last quarter, as all the top chip designers have been rushing to manufacture chips on its advanced nodes.</p><p style=\"text-align: start;\">The chips fabricated by TSMC for customers such as <strong>Nvidia</strong>, <strong>AMD</strong>, <strong>Apple</strong>, <strong>Broadcom</strong>, <strong>Qualcomm</strong>, and others, go into all the verticals of the semiconductor industry. This is why the company&#39;s growth has been outstanding this year. Analysts expect TSMC to end 2025 with a 30% jump in revenue, while the bottom line is anticipated to increase by almost 48% to $10.41 per share.</p><p>There is ample evidence suggesting that TSMC&#39;s growth could accelerate next year. For instance, TSMC&#39;s production capacity of the advanced 2-nanometer (nm) node that will go into production in 2026 is anticipated to double. What&#39;s more, TSMC has reportedly sold out its entire 2nm production capacity for 2026.</p><p>Additionally, TSMC&#39;s 2nm node will reportedly be priced at a premium of 10% to 20% over its current flagship -- the 3nm node. As a result, don&#39;t be surprised to see TSMC easily exceeding the 20% earnings growth analysts forecast for 2026, putting the stock on track to clock even bigger gains following its 48% jump in 2025.</p><p>The fact that TSMC trades at 30 times earnings also helps, as it represents a discount to the tech-laden <strong>Nasdaq-100</strong> index&#39;s earnings multiple of 32 (using the index as a proxy for tech stocks). The faster-than-anticipated earnings growth that it may deliver in 2026 could be rewarded with a higher earnings multiple, setting the stock up for massive gains.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/ASML\">ASML</a></strong> is another company likely to step on the gas in 2026. Shares of the Dutch semiconductor equipment manufacturer are up nearly 50% in 2025. The larger increase in semiconductor sales next year should be a tailwind for ASML, as it designs and makes the equipment that enables companies like TSMC to produce advanced chips.</p><p style=\"text-align: start;\">The fact that TSMC has already sold out its 2nm capacity is good news for ASML. TSMC utilizes ASML&#39;s advanced equipment to manufacture 2nm chips for customers, so it is likely to place more orders for the latter&#39;s equipment. Not surprisingly, ASML&#39;s outlook for 2026 has improved. Investors should also note that the demand for semiconductor equipment is set to increase over the next couple of years, driven by AI investments.</p><p>As a result, ASML&#39;s earnings growth in 2026 could be much higher than the 5% jump analysts are currently forecasting. For comparison, its earnings are set to jump by 28% in 2025. So, the faster growth in semiconductor sales in 2026 and the favorable outlook of the semiconductor equipment market should ideally help ASML do better next year than its 2025 performance, putting the stock on track to make investors richer in the new year.</p><h4 id=\"id_582691895\">AI spending is going to be a boon for these names</h4><p style=\"text-align: start;\">AI will play a central role in boosting the semiconductor market next year. Bloomberg Intelligence estimates that spending on AI servers could jump by 45% in 2026 to $312 billion. As these servers are equipped with AI chips from companies such as Nvidia (the leader in AI chips), there is a good chance this AI stock will deliver a solid performance in the new year.</p><p>Nvidia already has a solid backlog of $275 billion in the data center business for next year. Even better, the company&#39;s growth potential for 2026 has received a major shot in the arm following the Trump administration&#39;s announcement that it will be able to sell its advanced chips into the Chinese market. This move could significantly boost Nvidia&#39;s growth next year.</p><p style=\"text-align: start;\">This indicates why analysts have increased their earnings growth expectations for Nvidia in 2026.</p><p>Assuming Nvidia indeed achieves $7.49 per share in earnings next year, as seen in the chart, and trades at 32 times earnings at that time (in line with the Nasdaq-100 index), its stock price could jump to $240. That suggests a potential jump of 33% from current levels, though don&#39;t be surprised to see this chip giant do better than that as it has the potential to clock a bigger jump in earnings in 2026, thanks to recent developments.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","NVDA":"英伟达","ASML":"阿斯麦"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181437195","content_text":"The semiconductor industry reported stellar growth in 2025. Data compiled by the World Semiconductor Trade Statistics (WSTS) organization suggests that semiconductor sales are on track to increase by 22.5% this year to just over $772 billion.Not surprisingly, semiconductor stocks have registered solid gains this year, as evident from the 42% jump in the PHLX Semiconductor Sector index. The good news is that the industry's growth could accelerate further in 2026, with revenue forecasted to jump 26.3% to $975.4 billion.That's why now would be a good time to take a look at some of the top names in this industry that could deliver terrific gains to investors in the new year.The semiconductor industry's secular growth should supercharge these stocksThe semiconductor industry is approaching the $1 trillion revenue milestone much earlier than the prior timeline of 2030. This isn't surprising, as semiconductors play a critical role in the proliferation of artificial intelligence (AI) across various verticals, including data centers, smartphones, computers, and factories.Taiwan Semiconductor Manufacturing, popularly known as TSMC, is one of the best ways to capitalize on the secular growth of the semiconductor market in 2026. After all, it is the world's largest chip foundry, with a market share of 72% at the end of the previous quarter, according to Counterpoint Research. What's worth noting is that TSMC's share of the foundry market improved by six percentage points year over year last quarter, as all the top chip designers have been rushing to manufacture chips on its advanced nodes.The chips fabricated by TSMC for customers such as Nvidia, AMD, Apple, Broadcom, Qualcomm, and others, go into all the verticals of the semiconductor industry. This is why the company's growth has been outstanding this year. Analysts expect TSMC to end 2025 with a 30% jump in revenue, while the bottom line is anticipated to increase by almost 48% to $10.41 per share.There is ample evidence suggesting that TSMC's growth could accelerate next year. For instance, TSMC's production capacity of the advanced 2-nanometer (nm) node that will go into production in 2026 is anticipated to double. What's more, TSMC has reportedly sold out its entire 2nm production capacity for 2026.Additionally, TSMC's 2nm node will reportedly be priced at a premium of 10% to 20% over its current flagship -- the 3nm node. As a result, don't be surprised to see TSMC easily exceeding the 20% earnings growth analysts forecast for 2026, putting the stock on track to clock even bigger gains following its 48% jump in 2025.The fact that TSMC trades at 30 times earnings also helps, as it represents a discount to the tech-laden Nasdaq-100 index's earnings multiple of 32 (using the index as a proxy for tech stocks). The faster-than-anticipated earnings growth that it may deliver in 2026 could be rewarded with a higher earnings multiple, setting the stock up for massive gains.ASML is another company likely to step on the gas in 2026. Shares of the Dutch semiconductor equipment manufacturer are up nearly 50% in 2025. The larger increase in semiconductor sales next year should be a tailwind for ASML, as it designs and makes the equipment that enables companies like TSMC to produce advanced chips.The fact that TSMC has already sold out its 2nm capacity is good news for ASML. TSMC utilizes ASML's advanced equipment to manufacture 2nm chips for customers, so it is likely to place more orders for the latter's equipment. Not surprisingly, ASML's outlook for 2026 has improved. Investors should also note that the demand for semiconductor equipment is set to increase over the next couple of years, driven by AI investments.As a result, ASML's earnings growth in 2026 could be much higher than the 5% jump analysts are currently forecasting. For comparison, its earnings are set to jump by 28% in 2025. So, the faster growth in semiconductor sales in 2026 and the favorable outlook of the semiconductor equipment market should ideally help ASML do better next year than its 2025 performance, putting the stock on track to make investors richer in the new year.AI spending is going to be a boon for these namesAI will play a central role in boosting the semiconductor market next year. Bloomberg Intelligence estimates that spending on AI servers could jump by 45% in 2026 to $312 billion. As these servers are equipped with AI chips from companies such as Nvidia (the leader in AI chips), there is a good chance this AI stock will deliver a solid performance in the new year.Nvidia already has a solid backlog of $275 billion in the data center business for next year. Even better, the company's growth potential for 2026 has received a major shot in the arm following the Trump administration's announcement that it will be able to sell its advanced chips into the Chinese market. This move could significantly boost Nvidia's growth next year.This indicates why analysts have increased their earnings growth expectations for Nvidia in 2026.Assuming Nvidia indeed achieves $7.49 per share in earnings next year, as seen in the chart, and trades at 32 times earnings at that time (in line with the Nasdaq-100 index), its stock price could jump to $240. That suggests a potential jump of 33% from current levels, though don't be surprised to see this chip giant do better than that as it has the potential to clock a bigger jump in earnings in 2026, thanks to recent developments.","news_type":1,"symbols_score_info":{"ASML":2,"NVDA":2,"TSM":2}},"isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":547534281020248,"gmtCreate":1774699655152,"gmtModify":1774699658735,"author":{"id":"4092737024653350","authorId":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092737024653350","idStr":"4092737024653350"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Apple(AAPL)$","images":[{"img":"https://community-static.tradeup.com/news/94f34661ed1451fcf9a2ecd74aac23f1","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/547534281020248","isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}