$SINGAPORE AIRLINES LTD(C6L.SI)$SIA is going to go up a couple more points. SIA up on profit with just easing of vtl. There are 2 key things that makes it in a very good position right now. Firstly, it's the coordinated lifting of quarantine requirements in ASEAN countries which with increase air travel significantly for regional business travel. Key personnels will be the first to book a flight to their regional branches and most flights profit are actually dependent on business travelers than on leisure travelers. Secondly, cargo flights will likely go up due to China ports again. Even though shipping will still be cheaper, the port jams will mean that there are risk that manufacturing components will be stuck. To ease the

$SATS LTD.(S58.SI)$Would this stock recover? The company has actually went through quite a couple of shocks over the years. In 2001, it survived through the 911 issue. In 2002-2003, it also survived sars. Actually, the 2009 recession caused the greatest dip. But all in all, the real number in departures have increased over the years and what we need to know that covid-19 is a shock. If you play the long game, you should be looking at survivability. SATS has always recovered relatively well after the shocks. Some people argued that it has been supported by grants but most countries also support their businesses with grants during covid-19, it's basically what a government is supposed to do. SATS is a monopoly and it's growth is dependent exactly

$Micron Technology(MU)$  I believe most investors have already heard not to fight against the government this year. Despite the external pressures facing all companies due to high inflation and lower demand, there are certain companies that hold strategic value to a country. While the semiconductors goes into a bust cycle, we can look at survivability to pick out discounts. Here are some of the reasons I don't mind holding: (1) Part of US defence strategy, both in providing products for military use and trade weaponisation (2) CHIPS and Science Act, which will put focus on the semi-conductor industry and provide some level of protectionism. (3) Alignment to AI as memory and storage are still required as infrastructure as AI technology

$OVERSEA-CHINESE BANKING CORP(O39.SI)$Low risk for any short term hold.  Ocbc maintained price in 2008 even as oil prices shot up high. It only fell drastically from late October that period. If brent oil remains high due to this temporary scarcity due to the war, based on sentiments people probably still want to hold on to this stock. Price should be able to hold or even increase slightly way to ex-dividend with slight increase. However, the only sign to look out for is a M shape oil price trend, which showed us that it later means crisis. For now, can happily trade around this price because there is really still excess cash from the covid period. 

$Riot Blockchain, Inc.(RIOT)$  Told myself not to play with meme stock but could not resist. [Facepalm] 

Hope to seek more value. 

$Unilever PLC(UL)$There is a type of management call doing too much. If they stop posting m&a and lots of random stuff and focus on getting stability. It'll go back to where it should be. Revenue is still good with lots of good brands. As long they stop with their questionable strategy, focus on milking cash cows. Best is squeeze out other competitors in the market. Should be still living the good life like Colgate and p&g. See a lot of chance to recover if the management just relax a bit.

$Boeing(BA)$Defense, Space & Security (BDS) creates up to 1/3 revenue. Whatever happens to commercial side will always look bad on the company. But you better believe with the current climate, it the end of the peace dividend. This means countries especially NATO countries will be increasing military budget. Unfortunately, Boeing still have loads of patents in areospace, no matter how bad their commercial side fail. :/ The barrier to entry in this industry is so high, that it's effectively a oligopolistic market. Take it or leave it. US will definitely milk whatever they can. Buy the dip and hold.

$FRASERS PROPERTY LIMITED(TQ5.SI)$This is the right time to enter. The biggest fall for Fraser's property was in 2020 from $1.53 to $1.05. Here, we're hitting bottom at $1.05 but the market is looking much better going forward. The biggest impact of covid 19 on this stock is due to the hospitality portfolio. Other residential properties are still stable. Recently, airline demands have be shooting up. This should follow with increased hotel occupancy rates. Albeit the backdrop of the Ukraine war, the recent talks seemed to be moving in the right direction and the world still continues in Asia. Frasers property have been struggling to climb back for some time but I believe it's definitely going up as both leisure and business travel resume.

$Coca-Cola(KO)$Closed my option position because of volume action. I believe this stock is on shorting target again after great earning results. If you see large intraday movements, it's time to wait for a better price to enter. 

$TIONG WOON CORP HOLDING LTD(BQM.SI)$Tiong woon is this quiet counter that will slowly rise together with oil price. It supports the oil & gas industry and have survived very difficult times to come back into profitability. I've held this stock for the longest time, waiting for the current situation. If oil price hold, most likely tiong woon will follow upward along with the entire industry. 

$Apple(AAPL)$Apple why did you betray me? Haha. But waiting for the earnings release.

$Campbell Soup(CPB)$Consumer prices are going up the roof with grocery budgets up by 15%. US inflations have hit 7.5%. Canned goods are probably the best options for those who have to cut spending due to the inflation. Furthermore, there are definitely people out there stocking up in the current unstable global political situation. This is not only because of the ongoing war but the rising oil prices. I believe there will be a real revenue increase for Campbell with this situation. During thethe lockdown period, Campbell was doing better than in 2018.