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Kum Weng

    • Kum WengKum Weng
      ·13:35
      No—GRAB’s implied volatility looks elevated in absolute terms, but not unusually elevated versus its own recent history after the Q3 earnings pop. Grab Holdings (GRAB) watchlist reported Q3 results before the US open on 2026-11-03 . The stock closed at US$2.86 immediately before the release, then US$3.12 on the earnings day and US$3.36 the following session—an approximately 17.48% two-session move, calculated from the reported closes. As of 2026-11-05 : 30-day IV: 63.26% — high in absolute terms for a stock option. IV percentile: 50.60% — essentially around the middle of its own trailing IV distribution, rather than near an extreme. IV/HV ratio: 1.25x — implied volatility is 25% above historical realized volatility, so options still embed a volatility premium. Call/put ratio: 2.71 — call

      The Great Grab Awakening: From Beatdown Stock to Cash Monster

      @koolgal：
      🌟🌟🌟The market finally woke up and stopped treating $Grab Holdings(GRAB)$ like a forgotten parking ticket. Let's be honest. Before this week, looking at Grab's stock chart felt like watching a slow motion car crash. Grab's stock was brutally battered, losing nearly 33% year todate. Wall Street critics aggressively dismissed it as a growth -at-all-costs cash burner. But while the Bears were busy writing obituaries, 57 million people across Southeast Asia were using the Grab App to move, eat and pay every single day. The fundamental truth did not just catch up with Grab's stock price, it absolutely steamrolled it. Grab's Amazing Turnaround Grab shattered expectations
      The Great Grab Awakening: From Beatdown Stock to Cash Monster
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    • Kum WengKum Weng
      ·13:33
      For NVIDIA (NVDA) watchlist , the latest analyst consensus target is $323.83 per share, based on 56 analysts. Compared with the $200 market price you specified, that is 61.91% above the current price. Analyst target range Versus $200 Low: $180 10% below Mean: $323.83 61.91% above High: $515 157.5% above The rating mix is strongly positive: among 64 analysts, 95.32% are rated Buy or Strong Buy, while 3.13% are Hold and 1.56% are Sell. This signals a bullish consensus, but the wide $180–$515 range also shows substantial disagreement over NVIDIA’s earnings trajectory and valuation. The core variables to monitor are AI-chip demand and margins; a material slowdown in data-center spending or more intense competition could reduce the upside implied by current targets. Information is for refer

      The AI Buildout Isn’t Over: Bullish Cases for Nebius and Ouster

      @MMMTWealth：
      Hello everyone! Today i want to share some trading ideas with you! 1 The more definite winners will be: 1. Those who have a diversified portfolio across US, EMEA & APAC 2. Those who have secured capacity capacity. 3. Those who have permits approved $NEBIUS(NBIS)$ answers all three. 2 Another extremely bullish $Ouster Inc.(OUST)$ call: I'm now forecasting ~$345M in revenue in FY27 and then 40% CAGR from there to 2030. That'll give us $950M in revenue in 2030. At 30% EBITDA margins we have $285M in EBITDA. At a 25x EBITDA multiple that'd give us a $7.2B EV. Equity value would be ~$7.6B. At ~5% dilution, we'll end up with a bull case target ~$85. "Everything that moves is
      The AI Buildout Isn’t Over: Bullish Cases for Nebius and Ouster
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    • Kum WengKum Weng
      ·13:30
      $DBS(D05.SI)$   [ symbol:D05.SI|DBS Group Holdings (D05.SI)] was scheduled to release its 2026Q3 results on 2026-11-05 , but I could not verify a reported EPS figure yet. Therefore, the comparison with the SGD 1.02 consensus cannot currently be confirmed. The available pre-results coverage indicated analysts expected Q3 net profit to decline slightly year on year, but it did not provide a verified actual EPS. Tiger News Information is for reference only and does not constitute investment advice.
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    • Kum WengKum Weng
      ·11-04 08:44
      $DBS(D05.SI)$   Mostly yes, but not entirely. From the 2026-10-06 peak through 2026-11-03, DBS (D05.SI) watchlist fell from SGD 78.56 to SGD 70.88, a 9.78% decline. Over the same dates, the Straits Times Index (STI) watchlist fell from 5,701.54 to 5,269.29, or 7.58% . That means DBS underperformed the broad market by 2.19 percentage points over the period (calculated relative return gap: −2.19468 pp ). So the STI slide appears to explain the majority of the move, particularly the sharp market-wide sell-off on 2026-10-08 and renewed weakness on 2026-11-02–03, but it does not fully explain DBS’s decline. The additional DBS-specific component likely reflects: Bank-sector profit-taking after recent highs: DBS, OCBC and UOB had all pulled back f
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    • Kum WengKum Weng
      ·11-04 08:40
      Conditional conclusion: weaker Greater China sales and slower Services growth would make Apple’s FY2027 outlook more dependent on iPhone demand elsewhere and cost control. The current consensus still assumes a solid revenue expansion, but a materially slower profit trajectory—consistent with margin pressure rather than a demand collapse. For Apple (AAPL) watchlist , FY2027 consensus calls for revenue of US$527.1 billion , up 10.1% from FY2026, while EBIT is projected to rise only 3.0% to US$162.8 billion and EPS 5.3% to US$9.46 . The implied EBIT margin falls from 33.01% in FY2026 to 30.89% in FY2027 , a 6.42% relative contraction . That is the central issue: revenue growth is expected to translate less efficiently into earnings.

      Apple’s Post-Earnings Low Slips Below Friday’s 334 “Ghost Print” as Greater China Revenue Slumps

      @MasterWU：
      Hello everyone! Today i want to share some trading ideas with you! 1 “Then, Monday would be REALLY INTERESTING"! $S&P 500(.SPX)$ Are you entertained? Those MPW Bamboo Scroll followers should reload their short positions near 7620 zone, as predicted in the roadmap. Now, let's see whether the mysterious pattern I found out would fulfill tmrw. 2 $Apple(AAPL)$'s low is 335, very close to the "ghost print" marked last Friday at 334. Also, the black DMA at 328 will be the next target. I believe my "friendly reminder" should have helped you, if you heeded my warning, very timely. $Apple(AAPL)$'s post-earning low is 332
      Apple’s Post-Earnings Low Slips Below Friday’s 334 “Ghost Print” as Greater China Revenue Slumps
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    • Kum WengKum Weng
      ·11-04 08:12
      Bottom line: today’s flow is constructive, but it is not yet strong enough to prove durable institutional accumulation. It looks more like a meaningful rebound bid in Coinbase (COIN) watchlist after a sharp selloff, while Morgan Stanley’s cautious revenue/crypto-volume thesis remains a material fundamental overhang. Today’s tape was clearly positive: COIN closed at US$145.45, up 5.53% , with US$1.55 billion in turnover and 10.62 million shares traded. Net inflow was US$41.27 million , equivalent to 2.66% of turnover . Large orders contributed a positive US$13.80 million , which supports the idea that the move was not purely retail-driven. But the flow mix is not decisively “real money” yet: small-order net inflow was larger at US$24.86 million , versus only US$2.61 million from medium

      $COIN Could Rally to $220 in 90 Days and $444 by 2028

      @PeterDiCarlo：
      $Coinbase Global, Inc.(COIN)$ long term buy zone is still in effect. $480 target by November 2028 🎯 The weekly bullish structure is still intact, and the upside is significant if support continues to hold. Price has not swept the key support level, and a potential inverse head and shoulders is forming with the right shoulder currently developing. My short-term target is $220 over the next 60 to 90 days, which would be approximately 41% upside from current levels. My longer-term target is $444, the prior swing high, over the next 18 to 24 months. That represents roughly 200% upside. Invalidation: A weekly close below $120, or approximately 20% downside. That gives roughly 2:1 risk-to-reward to the short-term target and 10:1 to the longer-term targe
      $COIN Could Rally to $220 in 90 Days and $444 by 2028
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    • Kum WengKum Weng
      ·11-03 07:50
      $DBS(D05.SI)$ Near-term, SGD 70.76 is the level currently being tested; SGD 61.63 is a deeper structural “chip” support, not the first support likely to matter. The initial test at SGD 70.76 has not yet been decisively invalidated, but it is fragile rather than confirmed to be holding. DBS (D05.SI) watchlist  closed at SGD 71.71 on 2026-11-02 , after touching SGD 70.76 intraday . That is only 1.32% below the close, whereas the chip support at SGD 61.63 is 14.06% lower. The 20-trading-day decline is 7.86% , from SGD 77.83 to SGD 71.71. The sell-off accelerated on 2026-11-02: 11.12 million shares , about 2.50× the 90-day average daily volume. A high-volume down day means the SGD 70.76 low should be treated as a test, not proof of a durable b
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    • Kum WengKum Weng
      ·11-03 07:45
      Conditionally, yes: an IV of 68.94% at the 76th percentile would make Snowflake (SNOW) watchlist options relatively expensive versus their own recent history. It means implied volatility has been lower about three-quarters of the lookback period, so option premiums are elevated on a historical-relative basis. Two important qualifications: “Expensive” is not synonymous with overpriced. Higher IV can be justified if a material catalyst or unusually large price swings are expected. SNOW declined 5.03% on 2026-11-03 and closed at US$290.68 , consistent with an environment where demand for volatility protection/speculation may be stronger. Check IV against realised volatility and the specific expiry/strike. The chain snapshot shows a chain IV around 69.67% , broadly consistent with your 68.
      @Kelvin 梁：
      $Snowflake(SNOW)$ For Snowflake (SNOW) watchlist , the near-term technical setup is constructive only if price can hold the low-$320s and reclaim the mid-$340s . At the 2026-10-27 close of $334.95 , it was 12.90% below its $384.56 52-week high; using your $333 reference, the gap is 13.41% . Level / zone Why it matters $326–$329 support Confluence around the 10-day average ($326.68), 20-day average / Bollinger midline ($335.01) just overhead, and the recent consolidation area. A pullback that stabilizes here would preserve the rebound from the October low. $315–$323 support Includes the 2026-10-27 intraday low of $322.74 and the recent closes around $315–$323 after the sharp 2026-10-16 selloff. This is the key short-term demand zone. $3
      $Snowflake(SNOW)$ For Snowflake (SNOW) watchlist , the near-term technical setup is constructive only if price can hold the low-$320s and reclaim the mid-$340s . At the 2026-10-27 close of $334.95 , it was 12.90% below its $384.56 52-week high; using your $333 reference, the gap is 13.41% . Level / zone Why it matters $326–$329 support Confluence around the 10-day average ($326.68), 20-day average / Bollinger midline ($335.01) just overhead, and the recent consolidation area. A pullback that stabilizes here would preserve the rebound from the October low. $315–$323 support Includes the 2026-10-27 intraday low of $322.74 and the recent closes around $315–$323 after the sharp 2026-10-16 selloff. This is the key short-term demand zone. $3
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    • Kum WengKum Weng
      ·11-03 07:42
      [Symbol:GAB.SI|Amova STI ETF S$A (GAB.SI)] is an SGX-listed STI ETF, not an operating company. Therefore, company earnings, P/E, balance-sheet analysis and analyst targets are not meaningful for this instrument; its key driver is the performance of its underlying Singapore equity exposure. View: Near-term price momentum is weak and oversold, while the longer 12-month return remains positive. This is more a broad Singapore-equity exposure assessment than a single-stock thesis. Latest available close: S$5.101 on 2026-11-02; SGX had not opened on 2026-11-03. The ETF fell 1.14% on the day. Trend: It is down 1.81% over 5 trading days, 6.49% over 20 days, 6.21% over 60 days and 6.88% over the quarter, but remains up 17.64% year-on-year. 52-week context: S$4.078–S$5.629. The latest price sits at

      $STI ETF (ES3.SI) Slips -1.36%: Singapore Benchmark Retreats from 52-Week High, 5.34-5.44 Range i...

      @SGX_TrendRadar：
      📊 Market Recap As of the latest Singapore session, 'ES3.SI' (STI ETF) closed at S$5.376, down -1.36% or -S$0.07 from the previous close of S$5.45. The ETF traded within a narrow range of S$5.34 to S$5.44, with amplitude of 1.98%. The current price remains approximately 9.2% below its 52-week high of S$5.92, while holding comfortably above the 52-week low of S$4.29. Volume ratio surged to 2.45, indicating significantly higher trading activity compared to recent sessions, with total trading value reaching approximately S$10.07 million. 🚀 Key Drivers Benchmark Correction: The Straits Times Index-linked ETF pulled back as broader Singapore equities faced profit-taking pressure after recent gains, with the fund retreating from elevated levels toward the S$5.34 short-term support. Capital Outflo
      $STI ETF (ES3.SI) Slips -1.36%: Singapore Benchmark Retreats from 52-Week High, 5.34-5.44 Range i...
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    • Kum WengKum Weng
      ·11-02
      Likely yes—on an earnings-run-rate basis, BAC’s 2027 8% net interest income (NII) growth guidance should more than offset the Q3 $1.2 billion settlement charge, provided the NII outlook is delivered and compliance costs do not remain elevated. [Bank of America (BAC)](symbol placeholder) reported 2026Q3 NII of $16.45 billion , up 7.98% year over year . Annualising that quarter produces an illustrative $65.80 billion NII base; an 8% increase implies about $5.26 billion of incremental annual NII. The calculation is $65.796 billion × 8% = $5.264 billion . Against that: The $1.2 billion charge equals roughly 22.8% of that illustrative annual incremental NII. Spread evenly through a year, the incremental NII would be about $1.32 billion per quarter , implying the charge could be economically re
      @Kelvin 梁：
      $Bank of America(BAC)$ The key near-term support is around $50.08 for Bank of America (BAC) watchlist . The broader support band is roughly $49.20–$50.10 , where daily support readings have repeatedly clustered since the 2026-10-14 earnings sell-off. At $50.56 (2026-10-26 pre-market indication), BAC is only 0.95% above the $50.08 technical level. A sustained close below that zone would weaken the current base-building attempt and shift attention toward the recent post-earnings low near $49.26 ; below that, the 52-week low is $46.12 . Why $50 matters: The Q3 release on 2026-10-14 produced a high-volume 4.76% decline, with 118.0M shares traded—the defining breakdown session for the current range. Q3 EPS was $1.08
      $Bank of America(BAC)$ The key near-term support is around $50.08 for Bank of America (BAC) watchlist . The broader support band is roughly $49.20–$50.10 , where daily support readings have repeatedly clustered since the 2026-10-14 earnings sell-off. At $50.56 (2026-10-26 pre-market indication), BAC is only 0.95% above the $50.08 technical level. A sustained close below that zone would weaken the current base-building attempt and shift attention toward the recent post-earnings low near $49.26 ; below that, the 52-week low is $46.12 . Why $50 matters: The Q3 release on 2026-10-14 produced a high-volume 4.76% decline, with 118.0M shares traded—the defining breakdown session for the current range. Q3 EPS was $1.08
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