To The Moon

The four trading sessions saw more than 100 changes to director interests and substantial shareholdings filed for more than 50 primary-listed stocks. Directors or CEOs filed 19 acquisitions, and one disposal, while substantial shareholders filed three acquisitions and two disposals.Seatrium initiates buyback programme1.Seatrium $Seatrium(S51.SI)$ ’s reverse stock split of one share for every 20 shares is scheduled to go ex-entitlement on May 7, with the record date on May 8. This share consolidation was proposed back in February. On Apr 29, Seatrium also announced it would initiate a S$100 million share buyback programme to repurchase its shares from the open market, using existing cash reserves. The repurchased shares will serve various purpose

$Sea Ltd(SE)$ Weekly chartReaching the top of the broadening formation will see if it goes thru the yellow line to continue or gets rejected to fill gap around $56.It’s the right time to buy in and wait to be rewarded!

$Sea Ltd(SE)$ If you didn't see it yet- now you can.BIG breakout happening in this under the radar name.  MASSIVE UPSIDE POTENTIAL.(Do not sleep on this- Add to your WL)Bull flagging in process, clear the room or get ya neck broke. LONGGGG

Investing in exchange-traded funds (ETF) has become increasingly popular as it provides instant diversification into a basket of securities, transparency and tradability, as well as lower fees and transaction costs. This is probably why the ETF industry exceeded US$11 trillion in global assets under management (AUM) in 2023, after growing 24% year on year since the end of 2022, according to data from ETFGI.In Asia-Pacific ex-Japan, the ETF industry saw a larger increase, with AUM growing 35% to over US$780 trillion at the end of 2023. In Singapore, retail and institutional clients have also seen ETF adoption grow with AUM almost doubling in the past four years.Much of this increase was driven by the growth in the usage of ETFs as an SRS (Supplementary Retirement Scheme) portfolio construct

DBS - Daily - 5 May 2024 @melson  @TigerStars  @macroB  @CaptainTiger  @Deposit   $DBS GROUP HOLDINGS LTD(D05.SI)$  

The five trading sessions saw close to 60 changes to director interests and substantial shareholdings filed for 30 primary-listed stocks. Directors or CEOs filed 11 acquisitions, and one disposal, while substantial shareholders filed six acquisitions and no disposals.LHT, Bumitama and JB Foods directors add to stakes1.LHT HoldingsBetween Apr 19 and 23,  $LHT(BEI.SI)$ managing director Yap Mui Kee acquired 138,000 shares at an average price of S$1.186 per share. With a consideration of S$163,630, this took her direct interest in the homegrown pallet manufacturer from 16.92% to 17.18%. Yap has gradually increased her direct interest in LHT from 14.12% in August 2021.2.Bumitama AgriBetween Apr 22 and 23, 

$CapLand Ascott T(HMN.SI)$    1st quarter gross profit for the first quarter ended March rose 15 per cent year on year, due to contributions from new properties and a stronger operating performance. Gearing stood at 37.7 per cent, which its managers estimated to translate to about S$2 billion in debt headroom. Its average interest rate stood at 3 per cent per year with an interest cover of 3.7 times and a weighted average debt to maturity of 3.9 years. Occupancy rate is about 95%. Estimating yearly dpu of 5.5 cents. At 90 cents, yield is about 6%. I think is quite a good yield level! Pls dyodd. https://sporeshare.blogspot.com/2024/04/capland-ascott-quarter-gross-profit-for.html

As of the close on Friday, $Straits Times Index(STI.SI)$ closed at 3,280.10 points, up 3.26% points last week.During the last 5 trading days, $Seatrium(S51.SI)$, $NIO Inc.(NIO.SI)$, $SingPost(S08.SI)$, $HongkongLand USD(H78.SI)$ and $DFIRG USD(D01.SI)$ are the top 5 weekly gainers, up 15.58%, 13.85%, 11.25%, 10.95% and 9.04% respectively.$t PTTEP TH SDR(TPED.SI)$ , $Keppel Infrastructure Trust(A7RU.SI)$ ,

$Sea Ltd(SE)$ Global e-commerce sales are expected to have a 9% CAGR & surpass $8 trillion by 2027.During the rank, I think the Sea will have a promising future and can enlarge the market share surely!I will add it to my positions![Sly][Sly][Sly][Tongue]

$Sea Ltd(SE)$ You can lengthen your timeframe to see the bigger picture.Sea has potential market in Northeast area and tends to explode its market share in the future! Hope it can be booming and be driven to higher market price![Miser][Miser][Miser]

$Sea Ltd(SE)$ Loop Capital upgrades SEA to Buy From Hold, raises price target to $92 from $59.It seems the promising sign for SE.[Sly][Sly][Sly]Garena Free Fire MENA (subsidiary of $SE) trending up 15% on content signal.It is also a bullish sign for SE.[Cool][Cool][Cool]

$Sea Ltd(SE)$ This is v excitingSE Garena does about $750M in fcf[Sly][Sly][Sly]Market currently thinks it’s a zeroIf we bring tens of millions of Free Fire players back online, that fcf starts growing in the double digit %[Smart][Smart][Smart]Market won’t be able to price it at zero (or negative) equity should growth resume in earnest, which it already has, but could be even more aggressive w/ India biz back online.

$Sea Ltd(SE)$ I see the TikTok ban as a double edged sword for Shopee. I'm not sure what to make of it. On one hand, it hurts TikTok's bottom line, which might force them to increase margins in Southeast Asia. But on the other hand, TikTok might decide to invest more aggressively in Southeast Asia as they just lost their most important market.I'm especially concerned they will use the money from selling TikTok US to invest in Southeast Asia as one of their most promising markets. It depends completely on TikTok's strategy, so at this point I can't say if it's a good or bad thing for Shopee.

There are concerns that Singapore's Good Class Bungalow (GCB) market could be increasingly dominated by foreigners. This could exacerbate the dominance of the wealthy in the niche housing market and contribute to rising housing prices. Given Singapore's limited land area, this trend could make it difficult for future generations of Singaporeans to afford homes. 😔

As of the close on Friday, $Straits Times Index(STI.SI)$ closed at 3,176.51 points, down 1.26% points last week.During the last 5 trading days, $Riverstone(AP4.SI)$, $Emperador Inc.(EMI.SI)$, $First Sponsor(ADN.SI)$ $First Sponsor(ADN.SI)$, $t PTTEP TH SDR(TPED.SI)$ and $UOB(U11.SI)$ are the top 5 weekly gainers, up 3.95%, 3.49%, 2.68%, 2.04% and 1.22% respectively. $Mapletree Log Tr(M44U.SI)$,

The five trading sessions had close to 100 changes to director interests and substantial shareholdings filed for 40 primary-listed stocks. Directors or CEOs filed 20 acquisitions and five disposals, while substantial shareholders filed 14 acquisitions and four disposals.Plato Capital chairman Lim Kian Onn boosts his stake1.JEP HoldingsUMS Holdings acquired 7.3 million shares in $JEP(1J4.SI)$ representing 1.77% of the company from Andy Luong, who serves as chairman and CEO of both companies. This means Luong no longer maintains a direct interest in JEP Holdings. His deemed interest is 78.84%, given that he holds 14.9% of the issued share capital of UMS Holdings, which in turn maintains the 78.84% direct interest in JEP Holdings.2.Plato CapitalOn

27 out of 41 Singapore real estate investment trusts and property trusts (S-REITs) have confirmed the release of their financial results or business updates for the respective periods ended Mar 31, 2024. Of those, 19 will report business updates and eight will report financial results.NameRelease DateRelease TimeFor PeriodTypeSabana REIT15-AprAfter MktQ1Business UpdateKeppel Pacific Oak US REIT17-AprBefore MktQ1Business UpdateCapitaLand Integrated Commercial Trust19-AprBefore MktQ1Business UpdateKeppel DC REIT19-AprBefore MktQ1Business UpdateCapitaLand Ascendas REIT22-AprAfter MktQ1Business UpdateKeppel REIT23-AprBefore MktQ1Business UpdateCapitaLand Ascott Trust24-AprBefore MktQ1Business UpdateCapitaLand China Trust24-AprBefore MktQ1Business UpdateCapitaLand India Trust*24-AprAfter MktQ1B

The four trading days saw close to 70 changes to director interests and substantial shareholdings filed for more than 30 primary-listed stocks.Directors or CEOs filed 17 acquisitions, and five disposals, while substantial shareholders filed 13 acquisitions and seven disposals.Sam Goi continues to boost his stakes in PSC and GSH1.PSC and GSH$PSC Corporation(DM0.SI)$ executive chairman Sam Goi also continued to build his interest in the consumer product manufacturer and distributor.He acquired 144,700 shares of the company at S$0.352 per share, taking his total interest from 30.74% to 30.77%. Goi also bought more shares of  $GSH(BDX.SI)$ , where he also serves as executive chairman.He acquired the

As of the close on Friday, $Straits Times Index(STI.SI)$ closed at 3,216.91 points, down 0.04% points last week.During the last 5 trading days, $Jardine C&C(C07.SI)$, $Bumitama Agri(P8Z.SI)$, $Shangri-La HKD(S07.SI)$, $t PTTEP TH SDR(TPED.SI)$ and $GLD SG$(GSD.SI)$ are the top 5 weekly gainers, up 10.43%, 8.22%, 6.98%, 6.30% and 5.37% respectively. $YZJ Shipbldg SGD(BS6.SI)$, $Riverstone(AP4.SI)$

$Olam Group(VC2.SI)$   https://www.spore-share.com/2024/04/olam-group-wow-today-seem-some-buying.html   Olam Group - Wow! Today seem some buying activities spotted, she is up 3 cents to 1.23. High probability she will rise up to cover the Gapped at 1.26 and continue to rise up further toward 1.34. Pls dyodd. Olam Group - She is rising up to test 1.20 soon! A nice breakout smoothly would likely see her rising up towards 1.30 and above! Pls dyodd. Olam Group - Awesome! A nice breakout smoothly accompanied with high volume this is rather bullish and we may see her rising up to test 1.20 than 1.34 and above! Clearing 1.34 with ease we may see her testing 1.47 than 1.58. Pls dyodd. Olam Group - Nice Breakout at 1.08! She is looking gr

Investing in exchange-traded funds (ETF) has become increasingly popular as it provides instant diversification into a basket of securities, transparency and tradability, as well as lower fees and transaction costs. This is probably why the ETF industry exceeded US$11 trillion in global assets under management (AUM) in 2023, after growing 24% year on year since the end of 2022, according to data from ETFGI.In Asia-Pacific ex-Japan, the ETF industry saw a larger increase, with AUM growing 35% to over US$780 trillion at the end of 2023. In Singapore, retail and institutional clients have also seen ETF adoption grow with AUM almost doubling in the past four years.Much of this increase was driven by the growth in the usage of ETFs as an SRS (Supplementary Retirement Scheme) portfolio construct

The four trading sessions saw more than 100 changes to director interests and substantial shareholdings filed for more than 50 primary-listed stocks. Directors or CEOs filed 19 acquisitions, and one disposal, while substantial shareholders filed three acquisitions and two disposals.Seatrium initiates buyback programme1.Seatrium $Seatrium(S51.SI)$ ’s reverse stock split of one share for every 20 shares is scheduled to go ex-entitlement on May 7, with the record date on May 8. This share consolidation was proposed back in February. On Apr 29, Seatrium also announced it would initiate a S$100 million share buyback programme to repurchase its shares from the open market, using existing cash reserves. The repurchased shares will serve various purpose

$Sea Ltd(SE)$ If you didn't see it yet- now you can.BIG breakout happening in this under the radar name.  MASSIVE UPSIDE POTENTIAL.(Do not sleep on this- Add to your WL)Bull flagging in process, clear the room or get ya neck broke. LONGGGG

$Sea Ltd(SE)$ Weekly chartReaching the top of the broadening formation will see if it goes thru the yellow line to continue or gets rejected to fill gap around $56.It’s the right time to buy in and wait to be rewarded!

DBS - Daily - 5 May 2024 @melson  @TigerStars  @macroB  @CaptainTiger  @Deposit   $DBS GROUP HOLDINGS LTD(D05.SI)$  

As of the close on Friday, $Straits Times Index(STI.SI)$ closed at 3,280.10 points, up 3.26% points last week.During the last 5 trading days, $Seatrium(S51.SI)$, $NIO Inc.(NIO.SI)$, $SingPost(S08.SI)$, $HongkongLand USD(H78.SI)$ and $DFIRG USD(D01.SI)$ are the top 5 weekly gainers, up 15.58%, 13.85%, 11.25%, 10.95% and 9.04% respectively.$t PTTEP TH SDR(TPED.SI)$ , $Keppel Infrastructure Trust(A7RU.SI)$ ,

As of the close on Friday, $Straits Times Index(STI.SI)$ closed at 3,176.51 points, down 1.26% points last week.During the last 5 trading days, $Riverstone(AP4.SI)$, $Emperador Inc.(EMI.SI)$, $First Sponsor(ADN.SI)$ $First Sponsor(ADN.SI)$, $t PTTEP TH SDR(TPED.SI)$ and $UOB(U11.SI)$ are the top 5 weekly gainers, up 3.95%, 3.49%, 2.68%, 2.04% and 1.22% respectively. $Mapletree Log Tr(M44U.SI)$,

The five trading sessions had close to 100 changes to director interests and substantial shareholdings filed for 40 primary-listed stocks. Directors or CEOs filed 20 acquisitions and five disposals, while substantial shareholders filed 14 acquisitions and four disposals.Plato Capital chairman Lim Kian Onn boosts his stake1.JEP HoldingsUMS Holdings acquired 7.3 million shares in $JEP(1J4.SI)$ representing 1.77% of the company from Andy Luong, who serves as chairman and CEO of both companies. This means Luong no longer maintains a direct interest in JEP Holdings. His deemed interest is 78.84%, given that he holds 14.9% of the issued share capital of UMS Holdings, which in turn maintains the 78.84% direct interest in JEP Holdings.2.Plato CapitalOn

27 out of 41 Singapore real estate investment trusts and property trusts (S-REITs) have confirmed the release of their financial results or business updates for the respective periods ended Mar 31, 2024. Of those, 19 will report business updates and eight will report financial results.NameRelease DateRelease TimeFor PeriodTypeSabana REIT15-AprAfter MktQ1Business UpdateKeppel Pacific Oak US REIT17-AprBefore MktQ1Business UpdateCapitaLand Integrated Commercial Trust19-AprBefore MktQ1Business UpdateKeppel DC REIT19-AprBefore MktQ1Business UpdateCapitaLand Ascendas REIT22-AprAfter MktQ1Business UpdateKeppel REIT23-AprBefore MktQ1Business UpdateCapitaLand Ascott Trust24-AprBefore MktQ1Business UpdateCapitaLand China Trust24-AprBefore MktQ1Business UpdateCapitaLand India Trust*24-AprAfter MktQ1B

The five trading sessions saw close to 60 changes to director interests and substantial shareholdings filed for 30 primary-listed stocks. Directors or CEOs filed 11 acquisitions, and one disposal, while substantial shareholders filed six acquisitions and no disposals.LHT, Bumitama and JB Foods directors add to stakes1.LHT HoldingsBetween Apr 19 and 23,  $LHT(BEI.SI)$ managing director Yap Mui Kee acquired 138,000 shares at an average price of S$1.186 per share. With a consideration of S$163,630, this took her direct interest in the homegrown pallet manufacturer from 16.92% to 17.18%. Yap has gradually increased her direct interest in LHT from 14.12% in August 2021.2.Bumitama AgriBetween Apr 22 and 23, 

As of the close on Friday, $Straits Times Index(STI.SI)$ closed at 3,216.91 points, down 0.04% points last week.During the last 5 trading days, $Jardine C&C(C07.SI)$, $Bumitama Agri(P8Z.SI)$, $Shangri-La HKD(S07.SI)$, $t PTTEP TH SDR(TPED.SI)$ and $GLD SG$(GSD.SI)$ are the top 5 weekly gainers, up 10.43%, 8.22%, 6.98%, 6.30% and 5.37% respectively. $YZJ Shipbldg SGD(BS6.SI)$, $Riverstone(AP4.SI)$

$CapLand Ascott T(HMN.SI)$    1st quarter gross profit for the first quarter ended March rose 15 per cent year on year, due to contributions from new properties and a stronger operating performance. Gearing stood at 37.7 per cent, which its managers estimated to translate to about S$2 billion in debt headroom. Its average interest rate stood at 3 per cent per year with an interest cover of 3.7 times and a weighted average debt to maturity of 3.9 years. Occupancy rate is about 95%. Estimating yearly dpu of 5.5 cents. At 90 cents, yield is about 6%. I think is quite a good yield level! Pls dyodd. https://sporeshare.blogspot.com/2024/04/capland-ascott-quarter-gross-profit-for.html

As of the close on Thursday, $Straits Times Index(STI.SI)$ closed at 3,224.01 points, down 0.50% points in Q1 2024.During Q12024, $YZJ Shipbldg SGD(BS6.SI)$, $Riverstone(AP4.SI)$, $Sri Trang Agro(NC2.SI)$, $Bumitama Agri(P8Z.SI)$ and $Wing Tai(W05.SI)$ are the top 5 weekly gainers, up 28.19%, 23.12%, 19.67%, 13.22% and 9.30% respectively.Below are key analyses of the TOP 5 gainers:1. $YZJ Shipbldg SGD(BS6.SI)$ E

The five trading sessions saw more than 80 changes to director interests, and substantial shareholdings filed for more than 40 primary-listed stocks. Directors or chief executive officers filed 25 acquisitions and four disposals, while substantial shareholders filed 10 purchases and four disposals.Share buybacks by primary-listed companies1.Raffles Medical GroupBetween Mar 14 and 20,  $Raffles Medical(BSL.SI)$ executive chairman Loo Choon Yong bought 700,000 shares at an average price of S$1.035 per share, which increased his total interest from 53.76% to 53.79%. This followed his acquisition of 13.6 million shares between Feb 27 and Mar 13.Prior to the recent spate of acquisitions, Dr Loo’s total stake in Raffles Medical was 53.02%. Back o

The first quarter of 2024 (till Mar 27) saw the FTSE EPRA Nareit Global REITs Index decline 0.6% in total return. The iEdge S-REIT Index recorded greater total return declines of 7.3% across the same period.January and February 2024 saw the 41 S-REITs and property trusts average 4.8% and 6.3% total return declines, respectively, as expectations for easing interest rates were pushed later in the year than previously expected. In March, the sector rebounded 2.5% (till Mar 27) as investor confidence in the sector returned, with the Federal Reserve foreseeing three rate cuts by the end of 2024.In terms of fund flows, institutional investors net sold over S$560 million worth of S-REITs in Q1 2024.On the other hand, retail investors continued to net buy the sector at over S$480 million, after ac

$Sea Ltd(SE)$ I see the TikTok ban as a double edged sword for Shopee. I'm not sure what to make of it. On one hand, it hurts TikTok's bottom line, which might force them to increase margins in Southeast Asia. But on the other hand, TikTok might decide to invest more aggressively in Southeast Asia as they just lost their most important market.I'm especially concerned they will use the money from selling TikTok US to invest in Southeast Asia as one of their most promising markets. It depends completely on TikTok's strategy, so at this point I can't say if it's a good or bad thing for Shopee.

The four trading days saw close to 70 changes to director interests and substantial shareholdings filed for more than 30 primary-listed stocks.Directors or CEOs filed 17 acquisitions, and five disposals, while substantial shareholders filed 13 acquisitions and seven disposals.Sam Goi continues to boost his stakes in PSC and GSH1.PSC and GSH$PSC Corporation(DM0.SI)$ executive chairman Sam Goi also continued to build his interest in the consumer product manufacturer and distributor.He acquired 144,700 shares of the company at S$0.352 per share, taking his total interest from 30.74% to 30.77%. Goi also bought more shares of  $GSH(BDX.SI)$ , where he also serves as executive chairman.He acquired the

MOST Singapore-listed real estate investment trusts (S-REITs) and property trusts posted gains after the Federal Reserve held its interest rates steady and reaffirmed its projection of three rate cuts this year at the latest Federal Open Market Committee (FOMC) meeting.The $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ closed its Mar 20 session at a record high and the Straits Times Index also gained, rising 1.35% on Thursday (Mar 21) and marking its highest level in nearly a month – led by real estate, financial and consumer cyclicals names.The REIT sector has historically enjoyed strong absolute and relative total returns after the end of a monetary policy tightening cycle, said Edward Pierzak, se

REIT Watch - Current PB ratios vs 5-year averages of the 10 largest weights of the iEdge S-Reit IndexIt has not been smooth sailing for REITs over the recent months with higher interest rates adding pressure to share prices and valuations.Despite this, the S-REIT sector is now trading at a discount of close to 20% compared to its longer-term average in terms of price-to-book ratio.This is indicated by the iEdge S-REIT Index currently trading at a price-to-book (PB) ratio of 0.87 times, against the index’s five-year average PB ratio of 1.04 times – which showed a discount of 16%. REIT Watch - iEdge SREIT Index's PB ratio trades below -1 SD of the longer-term averageThe iEdge S-REIT Index and associated variant indices provide benchmarks for a number of portfolio products such as ETFs,

As of the close on Friday, $Straits Times Index(STI.SI)$ closed at 3,219.43 points, up 1.46% points last week.During the last 5 trading days, $Riverstone(AP4.SI)$, $Emperador Inc.(EMI.SI)$, $YZJ Shipbldg SGD(BS6.SI)$, $Shangri-La HKD(S07.SI)$ and $Man Oriental USD(M04.SI)$ are the top 5 weekly gainers, up 21.48%, 11.25%, 9.41%, 7.14% and 6.97% respectively. $Seatrium(S51.SI)$, $NIO Inc.(NIO.SI)$,