$Sheng Siong(OV8.SI)$ 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.