To The Moon

📌 $Wee Hur(E3B.SI)$ : Strong Revenue Growth, Strategic Reinvestment and Dormitory Expansion📈 Revenue Up 43% YoYWee Hur Holdings reported a 43% increase in 1H2025 revenue to S$156.0 million, driven by a one-off performance and disposal fee from the partial sale of its PBSA Fund I to Greystar, alongside robust progress in its Singapore property development arm.Gross profit surged 89% to S$84.3 million, lifting margins to 54.1%, while adjusted net profit climbed 164% to S$61.7 million.🏗️ Construction Order Book at Record HighThe Group’s construction order book hit an all-time high of S$629 million, boosted by two new HDB projects worth S$439.4 million secured in May 2025. This positions Wee Hur to capture sustained demand amid Singapore’s public ho

1.How do you measure whether a company is generating its revenue efficiently?One metric stand out - Revenue per employee.What is it?To put it broadly, it is the total revenue of a company divided by how many employees it has.For example, if company A has 100 employees and generated SG$10 million, then the revenue per employee is SG$100,000.How is it useful?It enables investors to determine whether a company is being productive and efficient at using its labour force to generate revenue.A low revenue per employee shows that the company might be hiring too many.A high revenue per employee shows that it is being efficient at doing so.However, this is just one way of looking at this.There are companies which have low revenue per employee but actually generate high profits. They could be food &

GLP-1 medications is the next phase of growth for pharmaceutical companies.And it could be explosiveThe global overweight and obesity rate is expected to double by 2050.Global market for obesity-related drugs could reach US$150 billion by 2035.So, we are going to take a look at the 5 front-runners in this GLP-1 weight loss boom story. And who knows? Maybe all of us might need them in the future with the current trends of obesity.Before we continue, we would just like to explain some technical terms here.HbA1C is a test to measure the blood sugar levels for the past 90 days, and is most commonly used by the medical industry to look at Diabetes.Anything above 5.5% is considered pre-diabetic, and anything above 6.0% is diabetic.A reduction of 1.0% in HbA1c count means that it has reduced from

📌 OUE REIT: Resilience and Capital Discipline at the Core📈 DPU Growth Amid Soft HospitalityIn 1H 2025, OUE REIT’s distribution per unit rose 5.4% YoY to 0.98 cents, supported by strong commercial performance and effective capital management. Core DPU, excluding capital distribution in 1H 2024, grew an even stronger 11.4% YoY.🏢 Commercial Segment StrengthCommercial (office & retail) revenue increased 3.6% YoY to S$86.1 million, with NPI climbing 5.1% YoY to S$65.2 million on a like-for-like basis. The portfolio achieved committed occupancy of 95.5%, while average passing rent rose 0.8% QoQ to S$10.86 psf/month. Office lease renewals were healthy, posting rental reversion of +9.1% in 2Q 2025.🛍 Mandarin Gallery MomentumMandarin Gallery maintained occupancy at 99.0% and achieved stellar re

$UnitedHealth(UNH)$ I would never have expected this. Warren Buffett just added about 5 million shares to UnitedHealth Group to bring his stakes’ worth to US$1.6 billion.We all remember what happened to its ex-CEO, Brian Thompson, and the social media firestorm that came with it.But Warren Buffett might have seen something worth considering.Firstly, UnitedHealth’s valuation is very cheap now. It is trading at a price-to-earnings ratio of 12.9 times compared to its historical average of 26.2 times.Share price has also dropped to a low of US$234 in July 2025, before news of Buffett’s purchase of the company’s share sent the stock flying to US$304 recently.Secondly, despite the social media firestorm, UnitedHealth’s revenue did grow by 9.8% and 12.9%

Big news from the week! $S&P 500(.SPX)$ United States non-farm payroll employment for May and June 2025 has been revised down by 258,000 from 291,000 previously to 33,000 currently.If you are scratching your head now wondering what is this, you have come to the right place!Don’t let the fancy name distract you.Non-farm payroll employment just means how many Americans have a job in the U.S. excluding the agricultural sector.It covers about 80% of the American workforce, and is an important economic indicator for investors to follow asIt describes the state of the U.S. job marketRelates directly to whether Americans have a job and are they spendingThe statistics is provided by the Bureau of Labour Statistics (BLS), and is revised twice throughou

📌 $Dezign Format(UZF.SI)$ : Riding the Wave of Experiential Growth Ahead of SGX IPO📈 Strong Revenue and Profit TrajectoryRevenue surged from S$18.3 million in FY2022 to S$33.4 million in FY2024, reflecting a 35.3% CAGR, while net profit more than tripled to S$5.0 million over the same period.Gross profit margins stayed resilient at 36–39%, with net margins climbing to 15%, showcasing strong cost discipline and operational efficiency.🌍 Diversification Through Immersive Experiences (LBE)The Group has moved beyond conventional design-and-build services, stepping into Location-Based Entertainment (LBE) with proprietary IP projects like DinoQuest and The Beethoven Experience.It is also targeting new revenue streams through ticket sales, licensing, an

📌  $StarHub(CC3.SI)$ : Resilience Amid Transformation📊 Service revenue totalled S$464 million in Q1 2025, flat YoY, held back by timing issues in the cybersecurity arm, Ensign, while broadband revenue rose ~5% and regional enterprise grew ~10%.📉 EBITDA came in at S$100 million, constrained by mobile gross profit declines due to subdued roaming and mobile services, although cost savings initiatives and enterprise momentum partly offset headwinds.📦 Strengthened balance sheet with net debt/EBITDA at just 1.26x - well below the regional telecom average - continuing to provide optionality for organic investment or potential acquisitions.🚀 Ensign cybersecurity business generated nearly S$400 million in trailing revenues (~15% of group revenue) bu

📌 Centurion Corporation: Turning Dormitory Scale into REIT Growth $Centurion(OU8.SI)$ 📈 Revenue MomentumFY2024 revenue climbed 22% YoY to S$253.6 million, driven by stronger rents across dormitory and student assets and near-full 99% occupancy in core Singapore sites.Gross margin widened five points to 77.1% thanks to utilities contracts locked in at lower rates and tighter vendor management. Management guides for another high-teens top-line lift in FY2025 as new beds come on-stream.💰 Core Earnings SurgeExcluding revaluation gains, operating net profit jumped 45% to S$110.8 million, while headline NPAT more than doubled to S$344.8 million after a S$219.1 million fair-value uplift. Free cash flow improved to S$92 million, supporting both capex an

Well, $NVIDIA(NVDA)$ just got a BIG news this week.Donald ‘Tariff’ Trump has agreed to let Nvidia export its chips to China. And that could be huge for Nvidia, and other countries that are closely related.And by closely-related, I mean $Taiwan Semiconductor Manufacturing(TSM)$ , which supplies a lot of the chips to Nvidia.This week, we take a look at these developments and how Nvidia and TSMC could be on the cusp of a meteoric rise.Do you know what’s the surprising thing?About 18% of Nvidia’s revenue comes from Singapore, with 13% and 16% coming from China and Taiwan respectively.I am sure you all would have heard about the fact that the Trump has allowed Nvidia to sell its chips to China again.While we ha