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MilkTeaBro

A retail investor with more than 20 years investment experience

    • MilkTeaBroMilkTeaBro
      ·05-01 22:22
      $Petroleo Brasileiro SA Petrobras(PBR.A)$ Closed position for profits 
      428Comment
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    • MilkTeaBroMilkTeaBro
      ·04-30 21:14

      April 2026 Portfolio Update

      The ceasefire in Iran provided the market with a welcome breath of fresh air this April. By staying invested, I saw the portfolio gain SGD 20,000, representing a 3.5% return for the month. Year-to-date dividends have now reached a total of SGD 12,000.
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      April 2026 Portfolio Update
    • MilkTeaBroMilkTeaBro
      ·04-30 11:26
      $PropNex(OYY.SI)$ Added position for long-term dividends 
      1.30KComment
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    • MilkTeaBroMilkTeaBro
      ·04-30 10:06
      $BOC HONG KONG(02388)$ Trimmed position for profits 
      5241
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    • MilkTeaBroMilkTeaBro
      ·04-30 09:36
      $BYD COMPANY(01211)$ Trimmed position at minor profits 
      329Comment
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    • MilkTeaBroMilkTeaBro
      ·04-29 10:24
      $HISENSE HA(00921)$ Trimmed position at breakeven price for position discipline.
      1.03K1
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    • MilkTeaBroMilkTeaBro
      ·04-28

      Q1-2026 profits dropped 95%

      $BYD ELECTRONIC(00285)$  Q1-2026 profits dropped 95%. I have to use Tiger Brokers App "close eyes" function. More paper loss tomorrow, speechless.
      2.81K1
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      Q1-2026 profits dropped 95%
    • MilkTeaBroMilkTeaBro
      ·04-28
      $SHANGHAI IND H(00363)$ Trimmed position for profits 
      4501
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    • MilkTeaBroMilkTeaBro
      ·04-28
      $WUXI APPTEC(02359)$ Trimmed position for profits 
      1.52KComment
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    • MilkTeaBroMilkTeaBro
      ·04-28
      In February 2025, I conducted a valuation analysis of Olam Group following the Olam Agri transaction. By calculating the implied value of Olam Agri based on its private sale price and comparing it to Olam Group’s total market capitalization, a clear discrepancy emerged. My conclusion was straightforward: when Olam’s share price dipped below 1 SGD, the market was valuing the entire Group at less than the stake in Olam Agri. This effectively meant that shareholders were acquiring Olam OFI for free. This thesis proved correct and resulted in a profitable trade, highlighting a significant market mispricing of the Group’s underlying assets. $Olam Group(VC2.SI)$  

      Olam's Financial Performance: Divestment of Olam Agri to Address Cost Challenges

      @MilkTeaBro：
      Olam Holdings Pte. Ltd. and Olam Agri Pte. Ltd. have entered into a definitive agreement for the sale of a 44.58% stake in Olam Agri to the Saudi Agricultural and Food Investment Company (SALIC). This transaction represents a strategic move for both companies, with SALIC seeking to expand its global footprint in the food and agriculture sector, while Olam aims to optimize its portfolio and unlock value for its shareholders. The transaction, valued at approximately US$1.78 billion (S$2.35 billion), is expected to be completed by Q4 2025. SALIC previously acquired a 35.43% stake in Olam Agri in 2022, demonstrating its commitment to the long-term growth of the company. Olam retains the option to sell the remaining 19.99% stake in Olam Agri to SALIC at closing value plus a 6% internal rate of
      Olam's Financial Performance: Divestment of Olam Agri to Address Cost Challenges
      6084
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