I hold $JARDINE CYCLE & CARRIAGE LTD(C07.SI)$ around 10% of my total holdings since its low point below $20 in the beginning of pandemic - betting in the long term growth of the sleeping giant neighbour. I didn't expect it would fluctuate in a big margin (SG stocks are usually a quiet type), jumped to over $35 then went down again below $30 and now jump again. Interestingly satisfying to see the 'market dynamics'
$Deutsche Bank AG(DB)$ ... To buy or not to buy ... The increased CDS doesn't make sense ... I don't understand the panic either ... Servicing some oligarch doesn't deserve such punishment, I believe all big banks have some ways of doing thia kind of business ... By the way, it is a German's bank - under Basel's framework, not like the America's mid size wild west law. I will buy when the market open - as long as below $10...
$Sea Ltd(SE)$... I don't have any position now. Cut loss a bit when it was still around 130. I'll start to buy if it drop below $70 again. The reason is simple, though it is still loosing money, their market is growing up. Personally I buy more stuffs in Shopee better than Lazada.Games will come and go, but I believe Garena will still be able to grow.
$Tesla Motors(TSLA)$ for the end of the year because of end of the year rally especially the Santa Claus Rally. Hopefully China will be stabilize and can grow their production. Hopefully Elon will be tired with his new toy ($Twitter(TWTR)$ and put his focus to $Tesla Motors(TSLA)$ . Hopefully the increase of the electricity cost will still be lower than the increase the gas.
$Airbnb, Inc.(ABNB)$I will add more when reaching USD95, it is already profitable with more countries opening their borders, will have a bright future!
$DBS GROUP HOLDINGS LTD(D05.SI)$ the digital banking down, looks like become an annual habit. https://www.channelnewsasia.com/singapore/dbs-customers-unable-use-bank-digital-services-paylah-digibank-online-3381206
$Airbnb, Inc.(ABNB)$the result is good but the price is dropped because the so-called 'analyst' predict a lower booking due to the situation. I'm a traveler by myself. After the pandemic, I still want to travel though in tighter budget. I will prefer the AirBNB compare to hotel because it usually more giving value for the same price.