Muppy

    • MuppyMuppy
      ·06-15 07:46
      $DBS(D05.SI)$ **DBS Group Holdings (SGX: D05) stands out as the premier stock on the Singapore Exchange (SGX) due to its market leadership, robust financials, shareholder returns, and strategic positioning in Asia's growth story.** As Singapore's largest bank and one of Asia's leading financial institutions, DBS boasts the highest market capitalization among SGX-listed companies, recently surpassing USD 100 billion (a first for any Singapore-listed firm). It operates across 18 markets with a strong presence in Southeast Asia, Greater China, and beyond. Its "AA-" and "Aa1" credit ratings rank among the world's highest, and it has earned accolades like "World's Best Bank" (Euromoney, Global Finance) and "Safest Bank in Asia" multiple times. Finan
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    • MuppyMuppy
      ·06-08
      $DBS(D05.SI)$ **DBS Group Holdings (SGX: D05) stands out as a top investment choice on the SGX due to its robust fundamentals, market leadership, and resilience in a challenging rate environment.** As Singapore’s largest bank and one of the world’s safest (with top-tier credit ratings), DBS delivered record performance in FY2025, with total income reaching S$22.9 billion and profit before tax at S$13.1 billion. Net profit was S$11.0 billion despite global minimum tax impacts. In 1Q2026, it posted record total income and maintained a strong ROE of ~17%, outperforming peers like OCBC and UOB. **Key strengths include its diversified growth, especially in wealth management**, which contributed significantly (fees up sharply, AUM at high levels) ami
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    • MuppyMuppy
      ·06-07
      $Broadcom(AVGO)$ **Broadcom (AVGO) stands out as a compelling investment in the AI-driven semiconductor and infrastructure space, offering strong growth, diversification, and shareholder returns compared to many peers.** **Explosive AI momentum** is the core driver. In fiscal 2026, AVGO reported record revenues (e.g., Q2 ~$22B, up 48% YoY) with AI semiconductor revenue surging over 100% in recent quarters (e.g., $10.8B in Q2, projected to hit $16B next). Management sees AI semis exceeding $100B in FY2027, fueled by custom ASICs for hyperscalers like Google, Meta, OpenAI, and Anthropic, plus Ethernet networking and switches. This positions AVGO in the AI infrastructure buildout alongside (but less GPU-concentrated than) NVDA. **Diversification and
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    • MuppyMuppy
      ·05-25
      $Broadcom(AVGO)$ **Broadcom (AVGO)** stands out as a compelling investment due to its dominant position in the AI infrastructure boom and diversified high-margin businesses. The company has delivered explosive growth, with Q1 FY2026 revenue reaching a record **$19.3 billion** (+29% YoY) and AI semiconductor revenue hitting **$8.4 billion** (+106% YoY), driven by custom AI accelerators and AI networking solutions. Management guided Q2 revenue to ~$22 billion (+47% YoY), with AI momentum accelerating. A substantial AI order backlog (reported around $70B+) and partnerships with hyperscalers like Google, Meta, Anthropic, and OpenAI provide multi-year visibility. The 2023 VMware acquisition adds stability through high-margin, recurring infrastructure
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    • MuppyMuppy
      ·05-18
      $BOOST RUN INC(BRUN)$ **Boost Run Inc. ($BRUN) presents a compelling high-growth opportunity in the AI infrastructure sector.** As a newly public company (via SPAC/business combination in May 2026), it specializes in providing scalable cloud infrastructure for AI and high-performance computing workloads, including GPU compute, CPU nodes, Kubernetes orchestration, storage, and hyperscaler interconnects. **Strong backlog and revenue visibility underscore its undervaluation.** The company reports ~$940 million in contracted revenue with ~3-year average terms and targets $375 million in annualized recurring revenue (ARR) by end of FY2026. Current TTM revenue stands at ~$27 million, but analysts forecast explosive growth—136%+ annually—driven by surgi
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    • MuppyMuppy
      ·05-11
      $AIMS APAC Reit(O5RU.SI)$ **AIMS APAC REIT (O5RU.SI) is an underrated Singapore-listed industrial and logistics REIT.** It owns 28 high-quality properties (25 in Singapore, 3 in Australia) with a portfolio value of ~S$2.13 billion, focused on warehouses, business parks, and light industrial assets. As of May 2026, the unit price sits at S$1.57, delivering a forward dividend yield of ~6.3% and trading at a P/B of ~0.9–1.1x. Analysts estimate it is ~20% undervalued, with consensus BUY ratings and average target prices around S$1.63. **Why it stands out:** 9MFY2026 showed resilient performance—DPU rose 2.5% YoY to 7.25 cents (full-year FY2026 DPU 9.85 cents, +2.6%), net property income grew 4.1%, occupancy reached 95.4% (96.6% committed), and ren
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    • MuppyMuppy
      ·05-04
      $DBS(D05.SI)$ **DBS stands out as Singapore’s leading bank** due to its superior performance across key metrics compared to OCBC and UOB. It consistently delivers the **highest Return on Equity (ROE)** — often 17%+ recently — reflecting strong profitability, efficient operations, and a diversified earnings base from wealth management and regional growth. DBS excels in **digital banking**, earning titles like World’s Best Digital Bank (Euromoney) and Most Innovative in Digital Banking. Its platforms (digibank, PayLah!, IDEAL) offer seamless experiences, driving customer satisfaction and efficiency. The bank leads in **wealth management** with record net new money, fee income growth, and Asia’s top private banking status. It boasts the largest de
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    • MuppyMuppy
      ·04-27
      $Broadcom(AVGO)$ **Broadcom (AVGO) stands out as one of the strongest investment opportunities in 2026**, driven by its explosive position in the AI infrastructure boom. In Q1 FY2026, the company reported record revenue with AI semiconductor sales hitting **$8.4 billion**, up **106% year-over-year**. It is guiding for continued acceleration, with Q2 revenue expected at ~$22 billion (47% YoY growth) and a clear line of sight to over **$100 billion in cumulative AI revenue by 2027**, backed by a massive ~$73 billion backlog. Major custom silicon deals with hyperscalers like Google, Anthropic, and others fuel this, alongside leadership in high-speed AI networking (e.g., Tomahawk switches). Beyond AI chips, Broadcom benefits from diversified revenue
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    • MuppyMuppy
      ·04-20
      $Broadcom(AVGO)$ Broadcom (AVGO) stands out as a compelling investment for the next five years due to its pivotal role in the AI infrastructure boom. The company has transformed into a leader in custom AI accelerators (ASICs) and high-speed networking chips, powering data centers for hyperscalers like Google (with its TPUs) and others building large language models. In fiscal 2025, AI semiconductor revenue surged to about $20 billion (up 65%), representing 31% of total sales, with strong growth in Ethernet switches and XPUs. Management projects $60-90 billion in annualized AI revenue by fiscal 2027, potentially exceeding $100 billion, backed by a massive $73 billion AI backlog and multi-year contracts. Analysts forecast revenue and EBITDA CAGRs o
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    • MuppyMuppy
      ·04-13
      $Broadcom(AVGO)$ Broadcom (AVGO) stands out as a compelling investment for the next five years due to its pivotal role in the AI infrastructure boom. The company has transformed into a leader in custom AI accelerators (ASICs) and high-speed networking chips, powering data centers for hyperscalers like Google (with its TPUs) and others building large language models. In fiscal 2025, AI semiconductor revenue surged to about $20 billion (up 65%), representing 31% of total sales, with strong growth in Ethernet switches and XPUs. Management projects $60-90 billion in annualized AI revenue by fiscal 2027, potentially exceeding $100 billion, backed by a massive $73 billion AI backlog and multi-year contracts. Analysts forecast revenue and EBITDA CAGRs o
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