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MGOH
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2025-10-22
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3.64K
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LohYK
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2025-10-22
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Joseph80
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2025-10-22
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531
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T0000024425
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2025-10-22
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3.50K
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Tiger_SG
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2025-10-23

FCT, Suntec & OUE Earnings: Steady DPU! Do You Prefer “Stable Yield” or “Explosive Growth”?

Following yesterday’s good vibe, we have another 3 stellar S-REITs announcing their results!1. $Frasers Cpt Tr(J69U.SI)$ YTD +19.86%FCT delivered another steady set of results for H2 FY2025, with revenue and NPI up double digits on the back of new acquisitions and strong suburban retail performance, though DPU growth (+0.6%) trails peers due to acquisition costs.Revenue: S$205.2M (+14.3% y-o-y)NPI: S$144.3M (+12% y-o-y)DPU (H2): S$0.06059 (+0.6% y-o-y)Occupancy: 98.1% | Rental reversion: +7.8% | Leverage: 39.6%Growth was driven by the acquisition of Northpoint City South Wing (May 2025) and contributions from Tampines 1, which completed its AEI in August 2024.Broad-based rental growth and higher shopper traffic (+1.6%) lifted overall portfolio
FCT, Suntec & OUE Earnings: Steady DPU! Do You Prefer “Stable Yield” or “Explosive Growth”?
TOPShyon: I’ve been following the S-REIT earnings closely, and today’s results look solid. $Frasers Centrepoint Trust(FRZCF)$ continues to shine in suburban retail, with strong revenue and NPI growth driven by new acquisitions and AEI upgrades. Though DPU growth was modest, occupancy remains healthy and shopper traffic is trending up — a good sign for long-term stability. $Suntec Reit(T82U.SI)$ delivered one of its best quarters in a while, with DPU up 12.5% thanks to stronger Singapore performance and lower financing costs. The rebound in MICE events and festive season boost at Suntec City Mall should support momentum, even as overseas assets face some pressure. $OUEREIT(TS0U.SI)$ headline dip was mainly due to its earlier divestment, but underlying numbers show resilience, with positive rental reversions and lower borrowing costs. Personally, I prefer the “stable yield” route — focusing on well-managed REITs with predictable income. @Tiger_SG @TigerStars @Tiger_comments
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eddie321
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2025-10-23
$POET 20280121 10.0 CALL$ Continue to add positions to my ten dollars leap call .. From my previous post , you guys will notice that my average price keeps climbing up 😁.. This shows strong conviction even yesterday 5 million deal was even finalized!.
$POET 20280121 10.0 CALL$ Continue to add positions to my ten dollars leap call .. From my previous post , you guys will notice that my average pri...
TOPVenus Reade: Doesn’t matter how high it goes next week. No reason to sell gold for $500 a ounce. Hold what you got let runners run.
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Tiger V
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2025-10-23
$MSTX 20251031 37.0 PUT$ MSTR continues to redefine corporate finance through its unprecedented Bitcoin strategy. According to its latest Q3 filing, MicroStrategy now holds more Bitcoin than the combined reserves of many sovereign treasuries—positioning it as Wall Street’s largest Bitcoin balance sheet experiment. Unlike miners, it has scaled exposure through equity and debt, transforming itself into a hybrid of a tech firm and a quasi-Bitcoin sovereign fund. With Bitcoin ETFs driving institutional inflows, MSTR could emerge as both a strong proxy and a competitive alternative
$MSTX 20251031 37.0 PUT$ MSTR continues to redefine corporate finance through its unprecedented Bitcoin strategy. According to its latest Q3 filing...
TOPVenus Reade: This junk was almost $300 when BTC first went beyond $100k. Now at same or better btc price, it lost 95%. Good thing is, it can only lose rest 5%.
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Aaronykc
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2025-10-23
$TSLA 20251031 385.0 CALL$ big drop in tsla post earnings cause my covered call to gain big. Despite The revenue beat margins have dropped and net income came in light. Tesla's forward PE is at very high levels. I believe tsla is forming a topping pattern and a break below $410 will send the stock to $360. The good news is that long term investors will be able to buy the stock at a much better price. [Cool]  
$TSLA 20251031 385.0 CALL$ big drop in tsla post earnings cause my covered call to gain big. Despite The revenue beat margins have dropped and net ...
TOPVenus Reade: Buying Tesla for $450 is like buying a day old donut for 10 bucks because you think you can sell it to the kid with diabetes for 20 bucks.
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Trend_Radar
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2025-10-23

AMD Pullback Tests $226–$238 Support Zone

$Advanced Micro Devices(AMD)$ “$230.23 pullback: AMD drops 3.28% — critical zone at $226–$238 decides next leg” $Advanced Micro Devices(AMD)$ Close $230.23 (-3.28%), intraday $224.9–$240.1, volume 57.0M, slightly below its 63M average. Stock sits about -5% from its recent high near $242.9, showing digestion after a strong AI-driven rally.Tech & week-ahead: Volume+MACD+RSI → momentum easing; MACD histogram slipping, RSI ~47, neutral to weak. Volume+SAR+EMA → SAR flipped bearish, EMA20/50 narrowing — short-term range-bound setup. Hold $226 to prevent further pullback toward $222–$216; upside requires a decisive close above $235–$238 to re-test $242–$248. Valuation: P/E ~137x, far above both S&P 500 (≈
AMD Pullback Tests $226–$238 Support Zone
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1.20K
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Trend_Radar
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2025-10-23

NVDA Holds Support, Eyes $183.5 Breakout

$NVIDIA(NVDA)$ “$180.28 dip holds: NVDA down 0.49% — bulls eye $183.5 breakout; lose $176 risks $172” $NVIDIA(NVDA)$ Close $180.28 (-0.49%), range $176.8–$183.4; roughly -7% off 52-week high $195.6. Market digestion after strong AI run; traders cautious ahead of macro prints and data-center order updates.Tech & week-ahead: Momentum cooling — MACD slightly above zero but fading, RSI ~51 = neutral zone. Trend mix — EMA20 flat, EMA50 rising, structure still constructive. Setup: above $183.5 unlocks $188–$192; below $176 opens $172–$170.Valuation: P/E ~51x, rich versus market but reasonable within AI peers.Short-term range: $176–$188; bias mildly bullish if $181 reclaimed early-week.Sources: Yahoo Finance
NVDA Holds Support, Eyes $183.5 Breakout
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938
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Trend_Radar
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2025-10-23

TSLA: Watch $445 Break or $429 Loss

$Tesla Motors(TSLA)$“$438.97 post-earnings fade: TSLA slips 0.82% — reclaim $445 to target $458; lose $429 risks $418”$Tesla Motors(TSLA)$ Close $438.97 (-0.82%) on 10/22; day range $429.0–$445.5. About -9–10% below the 52-week high (~$484).Drivers: mixed margin/volume read-throughs from the call, positioning de-risking into mega-cap earnings, rate jitters weighing on high-beta growth.Tech & week-ahead:Volume+MACD+RSI → momentum cooling (MACD flattening, RSI mid-zone);Volume+SAR+EMA → 20/50-EMA converging, SAR just above price = supply on bounces.Key levels: support $429 / $418 / $410; resistance $445 / $458 / $470.Valuation: TTM P/E ≈ 263x, far above S&P 500 ~28–31x and its own mid-cycle band—exe
TSLA: Watch $445 Break or $429 Loss
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