Fistein

    • FisteinFistein
      ·10-08 22:41
      $DHT Holdings Inc(DHT)$ 30 Target Price. --DHT Holdings Inc. Overview-- DHT is the world's largest independent VLCC owner — 3 vessels delivered in Q1-2026, 1 more coming in Q4-2026 with total market cap of $3B. --Growth Catalysts for DHT Holdings (NYSE: DHT)-- 1). Fleet Renewal + Tighter Supply - *4 newbuild VLCCs scheduled for 2026* — first 3 (DHT Gazelle, Addax, etc.) already contributing. Q1-2026 revenue is $157.4M beats EBITDA $133.3M, with profit margin 84.7% (i.e.+97% YoY ). - Total payments for VLCC new-built program is $444.2M by March 31, remaining ∼$77.5M balance deficit only. - Strategy: Sold older tonnage at huge gains — DHT Europe + China sold for $95M cash, $60M gain in Q1-2026. DHT Bauhinia agreed $51.5M sale, $34.2M gain attained at
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    • FisteinFistein
      ·10-08 18:10
      $DHT Holdings Inc(DHT)$ 30 Target Price. --DHT Holdings Inc. Overview-- DHT is the world's largest independent VLCC owner — 3 vessels delivered in Q1-2026, 1 more coming in Q4-2026 with total market cap of $3B. --Growth Catalysts for DHT Holdings (NYSE: DHT)-- 1). Fleet Renewal + Tighter Supply - *4 newbuild VLCCs scheduled for 2026* — first 3 (DHT Gazelle, Addax, etc.) already contributing. Q1-2026 revenue is $157.4M beats EBITDA $133.3M, with profit margin 84.7% (i.e.+97% YoY ). - Total payments for VLCC new-built program is $444.2M by March 31, remaining ∼$77.5M balance deficit only. - Strategy: Sold older tonnage at huge gains — DHT Europe + China sold for $95M cash, $60M gain in Q1-2026. DHT Bauhinia agreed $51.5M sale, $34.2M gain attained at
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    • FisteinFistein
      ·10-07 12:46
      $SS SPDR STI ETF(ES3.SI)$  $6.5 Target Price.  --ES3 Overview-- STI ETF acts as the grand archway to Singapore's economy. It does not chase speculative tech hype. It anchors your wealth into the physical infrastructure of South East Asia's best companies. STI ETF packs the 30 largest and most liquid Singapore blue chips into a single transaction. It is a matured cash flowing machine tailored for local investors who value ironclad stability and a steady stream of domestic income. Expense ratio is 0.30% --Growth Catalysts for ES3---  The Golden Harvest: For income focused investors, STI ETF pays a dividend yield of 3.07% every 6 months. Top Holdings: The STI ETF is heavily weighted toward the 3 big Sin
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    • FisteinFistein
      ·10-07 10:20
      $AEM SGD(AWX.SI)$  $14 Target Price. --Overview of AEM Holdings (AWX.SI)-- AEM is described as Singapore's largest independent semiconductor test-equipment player, supplying burn-in, wafer test and system-level test (SLT) equipment aimed at AI high-performance chips, and one of the few local firms with in-house equipment R&D capability . The industry logic behind this: as AI chips get larger, pin counts surge and HBM stacking layers increase, single-chip test time lengthens sharply, and high-end test interfaces shift from a "durable device" to a high-frequency consumable. When leading vendors start locking up probe card and test socket capacity at premium prices, it signals the AI hardware bottleneck has migrat
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    • FisteinFistein
      ·10-05
      @TigerStars Thanks for your recognition.
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    • FisteinFistein
      ·09-30
      $AEM SGD(AWX.SI)$  $14 Target Price. --Overview of AEM Holdings (AWX.SI)-- AEM is described as Singapore's largest independent semiconductor test-equipment player, supplying burn-in, wafer test and system-level test (SLT) equipment aimed at AI high-performance chips, and one of the few local firms with in-house equipment R&D capability . The industry logic behind this: as AI chips get larger, pin counts surge and HBM stacking layers increase, single-chip test time lengthens sharply, and high-end test interfaces shift from a "durable device" to a high-frequency consumable. When leading vendors start locking up probe card and test socket capacity at premium prices, it signals the AI hardware bottleneck has m
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    • FisteinFistein
      ·09-29
      $NetLink NBN Tr(CJLU.SI)$  $1.5 Target Price *NetLink NBN Trust (SGX: CJLU)* — Singapore's fiber monopoly — is a defensive yield play, ideal as a income generating stock from it's 5% dividend yield. Growth Catalyst for NetLink (CJLU) *1. National 10Gbps Upgrade Cycle* The biggest near-term catalyst. - IMDA is investing up to *S$100M* to upgrade the NBN to *10Gbps* (10x current speeds). NetLink is working with telcos to roll this out from *now to 2026*. - Target: *>500k households* on 10Gbps by 2028. Means more fiber deployment work, higher connection fees, and future cyber-security proofing. ### *2. Non-RAB (Non-Regulated) Revenue — The Actual Growth Engine* Regulated residential fiber revenue was consistent in
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    • FisteinFistein
      ·09-28
      $First Resources(EB5.SI)$ $12 Target Price. First Resources (EB5.SI) is experiencing a powerful upswing driven by a 53.1% YoY surge in Q1-2026 net profit, fueled by record-high sales volumes and a favorable palm oil pricing environment. While the stock has rallied sharply, leading to what some analysts see as fair valuation. The biofuels underlying business momentum remains robust, with supportive macroeconomic from fluctuating oil prices, caused by Hormuz-Strait blockage. Growth Catalysts 1. Exceptional Q1 2026 Financial Performance The company's recent quarterly report shows a dramatic acceleration in growth. Revenue: Sales surged 70.4% year-on-year (YoY) to US$477.2 million in Q1-2026. Net Profit: Net profit attributable to biofuels demands
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    • FisteinFistein
      ·09-28
      $Addvalue Tech(A31.SI)$ 0.34 Target Price Simply Wall St Value Rating: ★★★★★★ Overview: Addvalue Technologies Ltd is an investment holding company that offers satellite-based communication and digital broadband products and solutions across Europe, the Middle East, Africa, North America, and the Asia Pacific with a market cap of SGD593.02 million. Operations: Revenue for Addvalue Technologies primarily comes from its Communications Equipment segment, totaling $18.58 million. Addvalue Technologies, a compact player in the space communication sector, has shown impressive growth with earnings surging 300.6% over the past year, outpacing the communications industry average of 7.4%. The company's strategic focus on its Space Connectivity (SPC) busine
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    • FisteinFistein
      ·09-25
      $First Resources(EB5.SI)$ 5.8 Target Price. First Resources (EB5.SI) is experiencing a powerful upswing driven by a 53.1% YoY surge in Q1-2026 net profit, fueled by record-high sales volumes and a favorable palm oil pricing environment. While the stock has rallied sharply, leading to what some analysts see as fair valuation. The biofuels underlying business momentum remains robust, with supportive macroeconomic from fluctuating oil prices, caused by Hormuz-Strait blockage. Growth Catalysts 1. Exceptional Q1 2026 Financial Performance The company's recent quarterly report shows a dramatic acceleration in growth. Revenue: Sales surged 70.4% year-on-year (YoY) to US$477.2 million in Q1-2026. Net Profit: Net profit attributable to biofuels demands jumped 53.1% YoY to US$96.6 million. Operation
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