To The Moon

🌟🌟🌟Morgan Stanley's Vintage Value  List is built through a rigorous blend of fundamentals and quantitative analysis.  Now in its 16th year, its key markers include macro exposure, industry positioning, valuation metrics and a detailed risk reward profile. This list isn't just a screen.  It is a curated road map for investors, designed to spotlight mid to large cap stocks expected to deliver superior risk adjusted returns over a 12 month horizon. For me, this list offers a structured way to zero in on great value stocks to add to my watch list. Repeat appearances like Walmart and Boston Scientific signal durable and consistent performance across cycles. It is a good starting point as it points to potential stocks to invest but ultimately it is up me to do my own due diligenc

$Mapletree Ind Tr(ME8U.SI)$   Mapletree Industrial Trust DPU down 5.6% y-o-y to 3.18 cents for 2QFY2025/2026. Excluding divestment gains, the decline in DPU for 2QFY2025/2026 would be 2.2% y-o-y and 1.8% y-o-y for the first half of the year.Average overall portfolio occupancy was 91.3% in 2QFY2025/2026, marginally lower than the previous quarter of 91.4%.As at Sept 30, the weighted average lease to expiry stood at 4.6 years. As at Sept 30, total borrowings reduced to $3,134.3 million as divestment proceeds were used to pare down debt. 👍 Aggregate leverage ratio reduced to 37.3% as a result.👍

$Mapletree Ind Tr(ME8U.SI)$    Gross revenue and net property income for 2QFY25/26 decreased by 6.2% and 7.8% year-on-year to S$170.2 million and S$124.0 million respectively. This mainly reflected the reduced income from the portfolio divestment of three industrial properties in Singapore (the “Singapore Portfolio Divestment”) on 15 August 2025 as well as the lower contribution from the North American Portfolio from non-renewal of leases and the depreciation of USD against SGD. The decline was partially moderated by higher contributions from the freehold mixed- use facility in Tokyo acquired on 29 October 2024, and the completion of the final phase of fitting-out works of the Osaka Data Centre on 2 May 2025. Consequently, the Distrib

🦁 Lion-Phillip S-REIT ETF Roars Back: Hidden Alpha in Singapore’s Dividend Supercycle 👑 After two years in the shadows, S-REITs are quietly making a comeback — and Lion-Phillip S-REIT ETF ($LION-PHILLIP S-REIT(CLR.SI)$ ) is emerging as the most strategic way to ride it. As global central banks prepare for a pivot toward easing, yield assets are back in play. Yet while traders chase AI and tech hype, long-term capital is already repositioning into defensive yield with cyclical upside — and that’s exactly where Singapore’s REIT market sits. The question is: will the Lion-Phillip S-REIT ETF lead the next phase of Singapore’s dividend supercycle? --- 💰 1️⃣ A Quiet Giant in the Singapore Market The Lion-Phillip S-REIT ETF isn’t flashy — but it’s

Palantir Is +160% YTD. What Its Chart Says Ahead of Earnings $Palantir Technologies Inc.(PLTR)$   will report Q3 results next week as the security-software firm is enjoying roughly 160% year-to-date gains that have pushed its stock to all-time highs. Let's see what its chart and fundamentals say. Palantir's Fundamental Analysis PLTR plans to release earnings after the closing bell on Monday, with the Street currently looking for $0.17 in adjusted earnings per share on about $1.1 billion of revenue. This would represent a 70% year-over-year gain in adjusted EPS, as well as more than 50% in y/y sales growth. If those numbers prove true, then the sales growth would represent the steepest year-over-year revenue

Buckle up, investors – the Fed just unleashed a 25bps rate cut, slamming rates to 3.75%-4.00% and declaring quantitative tightening dead as of December 1. That's a massive liquidity injection straight into the veins of the economy, fueling risk assets like never before. Powell threw some cold water, insisting a December cut isn't locked in amid economic uncertainties, but the market shrugged it off with fresh records. The S&P 500 clawed to 6898, up 0.10% in a volatile session, while the Nasdaq surged 0.55% to 23,958, powered by tech giants digesting earnings beats. Dow dipped slightly to 47,632, down 0.16%, but overall breadth screams resilience despite mixed signals. Nvidia's the rocket fuel here – blasting past $5 trillion market cap on stellar data center revenue exploding to $115 b

The Super Earnings Week of the Big Five tech giants is here! $Apple(AAPL)$ and $Alphabet(GOOG)$ already hit their all time highs. These two stocks have strong confimed bullish sentiment from the market now. AAPL has continuously beaten expectations in all the trailing four quarters with the earnings surprise being 6.2%, on average. AAPL’s iPhone sales is likely to rise. AAPL’s Services business aka App Store also continues to be popular with an expanding installed base of devices. Apple presently has more than 1 billion paid subscribers, showing 12.3% growth on a year-over-year basis. Apple is gaining 30% in its market share in the PC market. Apple’s AI push has also aid AAPL’s prospects. However, AAPL st

$NVIDIA(NVDA)$ The surge past 200 was abrupt. Jensen Huang laid out concrete revenue plans, making it impossible for the market to dismiss it as mere speculation any longer.Unsurprisingly, this triggered a short squeeze. Institutions hastily rolled their bear call spreads from the 200-207.5 range yesterday. It doesn't appear they continued rolling today.Expect consolidation between 195 and 220 next. Consider selling puts on dips, like the $NVDA 20251031 195.0 PUT$ . $Advanced Micro Devices(AMD)$ AMD hitting 300 is now a plausible near-term topic.However, a covered call position emerged on Tuesday, selling the