$Sheng Siong(OV8.SI)$ Exited a small position on Sheng Siong. Sheng Siong will continue to grow as Singapore's population and BTO estates grow. Looking to buy back if it falls below $3.
$Singtel(Z74.SI)$ Bullish longer term play. I entered a position on SingTel this week as the share price slides. 12-month price target is S$5.30, implying about 22% upside from the latest cited share price of S$4.34, before dividends. Including the FY26 dividend of 18.5 Singapore cents, the total return case is roughly 26%. This is broadly in line with market consensus of about S$5.18 and broker targets around the low-to-mid S$5 range. My bullish thesis is that the market is over-penalising Singtel for short-term concerns while underpricing three durable drivers: rising associate earnings, capital returns from asset recycling, and the repositioning of Singtel from a mature telco into a regional digital-infra
$DBS(D05.SI)$ I have owned DBS shares since 2015. Bought a small position on Tiger Brokers recently and already up more than SGD1,300, stable stock, great growth potential and innovative initiatives in AI. This is a long term staple in every Singaporean portfolio.
$Genting Sing(G13.SI)$ Genting Singapore (SGX:G13) — post earnings call analysis. Rating: HOLD / selective accumulate only below ~S$0.62 12–18 month target price: S$0.72 Longer-term bull-case target: S$0.85–0.90, but only if RWS 2.0 drives market-share recovery. Genting’s 1Q26 result was weak. Revenue fell only 3% y/y to S$607.6m, but net profit collapsed 55% y/y to S$65.2m. The key issue is not just top-line softness; it is operating leverage going the wrong way. Gaming revenue fell 8%, while non-gaming rose 8% from higher attraction visitation. Adjusted EBITDA dropped 24% to S$179.0m.  The market reaction is understandable. G13 fell as much as around 10.9% on 13 May after the result, and DBS downgraded it to Hold with a S$0.67 ta
$Walt Disney(DIS)$ Disney Earnings: The Mouse House Is Quietly Becoming a Global Experience Monopoly For years, the market treated The Walt Disney Company as a legacy media company trapped between declining cable TV economics and an unprofitable streaming war. That narrative is starting to break. Disney’s latest earnings showed something more important than just a beat on EPS and revenue — it showed the emergence of a more integrated, higher-margin ecosystem where streaming, parks, cruises, gaming, and IP reinforce each other in ways competitors cannot easily replicate.  Revenue rose 7% year-on-year to roughly US$25.2 billion while adjusted EPS came in at US$1.57, ahead of consensus expectations. More importan
Alibaba earnings play! If cloud growth disappoints or AI spending continues to outpace monetization, the stock could easily fall back toward the US$120 range as investors revert to viewing Alibaba as a slower-growth retail platform rather than an AI infrastructure leader. Currently, Alibaba feels like it is sitting directly between two identities: Old China e-commerce giant vs. emerging AI platform company. The next earnings report may determine which narrative wins. I hold a small position in BABA and will consider selling Put at $120 strike price to capture the high IV before earnings.