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SGX Weekly Gainers & Losers: DFI (+19%) vs Keppel (14 Dec 2025) | 🦖EP1315
🟩 The Singapore market is flashing green, with the Straits Times Index rallying and many portfolios up significantly year-to-date, but don't let the victory lap fool you—we are walking into a "Hawkish Cut" trap. While the Fed has cut rates, the US 10-Year Treasury Yield has surprisingly ticked up, creating a dangerous "spread" problem for Singapore REITs. As we saw this week with blue-chip names like Keppel REIT suddenly asking investors for more cash through preferential offerings, the "easy money" era is over, and the rising tide is no longer lifting all boats. In this video, I cut through the noise to reveal why the market has split into two dangerous extremes: "dead money" giants like DFI Retail Group suddenly soaring 19% versus stable REITs facing dilution risks. We’ll dive deep into
TOPjinxie: SGX REITs facing dilution feels like musical chairs. When's the music stopping? 🎵
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I have participated only selectively in the space-stock rally. Most listed space names are still driven more by narrative than cash-flow certainty, so risk control matters more than conviction. Calling space the “Tesla of 2019” is partly accurate, but incomplete. Like EVs back then, space has a strong story and long runway. Unlike Tesla, however, commercial monetisation is slower, more capital-intensive, and heavily reliant on government contracts. Outcomes are therefore more binary and timelines longer. If SpaceX were to IPO, I would be interested, but disciplined. SpaceX has clear technological leadership and execution credibility, which sets it apart from most peers. That said, valuation would likely be aggressive, with early price action driven by scarcity and sentiment rather than fu
TOPSpot on about sizing discipline. SpaceX IPO would tempt many to YOLO [666]
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(Full Article) Preview of the week (15Dec25) - What will FedEx say about the market?
Economic Calendar: Key Market Movers (week of 15Dec25) Labour Market and Federal Reserve Indicators These reports are critical inputs for the Federal Reserve’s interest rate decisions. The highly anticipated Non-Farm Payroll figures for November will be released. The previous reading was 119,000 jobs added. The Unemployment Rate for November is also due, with the previous forecast standing at 4.4%. Average Hourly Earnings for November will be published, which serves as a key indicator of wage inflation. The previous month-over-month increase was 0.2%. The latest Initial Jobless Claims data will be reported; the previous level was 236,000. Inflation Measures Inflation data is the most closely watched category, as unexpected increases can cause significant market volatility and disrupt the F
TOPAppreciate you taking the time to share this information with us. Your efforts are much appreciated !
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(Part 2 of 5) Earnings Calendar (15Dec25) - What does FedEx say about the outlook?
Earnings Calendar (15Dec25) I’m interested in the coming earnings of Jabil, Micron, Accenture, FactSet, Nike, FedEx, Blackberry and Carnival. Let us look into FedEx. FedEx Overview Stock Performance and Analyst Ratings The stock price for FedEx has experienced a modest increase of 2.2% compared to the same period last year. Technical analysis currently indicates a “Strong Buy” recommendation, reflecting positive momentum in the stock’s performance. Furthermore, analyst sentiment supports a “Buy” rating, suggesting continued confidence in the company’s outlook. Despite this optimism, the consensus target price is set at $282.54, which implies a potential downside of approximately 0.63% from the current trading level. Revenue Growth FedEx has demonstrated significant revenue growth over
TOPFedEx's outlook crucial for global economic pulse. Valuation premium but strategic hold. Carnival's performance equally telling. 🧐
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(Part 5 of 5) My investing muse (15Dec25) - layoffs, debts & deficits
My Investing Muse (15Dec25) Layoffs, Bankruptcy & Closure news The number of company insolvencies in Germany are set to reach 23,900 in 2025, the most in 11 YEARS, according to credit agency Creditreform. This would mark the 5th consecutive annual increase. German economy is struggling. - X user Global Markets Investor Wells Fargo LAYOFFS! They finally said AI isn’t ‘efficiency’... it’s headcount reduction. A pattern is forming you guys!!!! “We’re going to have lower headcount in the future.” CEO, Charlie Scharf. This is after shrinking from 275,000 down to 210,000 employees since 2019… and now they’re warning the next round is coming this quarter. - X user Amanda Goodall We’ve now knocked 9,500 truck drivers out of service for failing to speak our national language — ENGLISH! - Secret
TOPRecession signals everywhere mate, better trim those portfolio hedges[看跌]
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Jiangxi Copper’s pursuit of SolGold
I support Jiangxi Copper’s pursuit of SolGold—even at a higher acquisition price. Copper faces a profound structural imbalance between supply and demand over the next decade. We are entering an era defined by AI, electrification, and the green energy transition—all of which are incredibly copper-intensive. Think data centers, power grids, electric vehicles, and renewable energy infrastructure. According to open-source projections, global copper demand over the next 10 years could surpass the total amount of copper humanity has ever mined in history. On the supply side, however, investment in new copper mining capacity has significantly lagged over the past decade, largely due to prolonged bearish market conditions. Developing a new mine is a capital-intensive, time-consuming process—often
TOPStrategic move! Copper's demand surge makes this acquisition a long-term win. 🚀
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12-15 11:53
$Micron Technology(MU)$ Micron’s earnings may indeed beat consensus, but whether the stock makes new highs is a separate question. Post-earnings reaction With the stock up more than 190% year to date, expectations are already elevated. A beat on revenue and EPS alone may not be sufficient. The market will focus on forward guidance, particularly HBM pricing, customer concentration, and capacity discipline. Any hint of margin peaking or aggressive capex could trigger a “sell-the-news” response, even on strong results. Near-term setup To push decisively higher, Micron likely needs upside guidance for FY2026 or clear evidence that HBM demand from AI accelerators remains structurally undersupplied. Without that, upside may be more gradual rather th
TOPWith the delay in AI, I wouldn't be surprised this dropped significantly tomorrow.
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12-15 13:37
So, I have plenty of "tricks" some orthodox, some that seriously go against conventional wisdom. Today I'll go thru a very unorthodox one. So two years ago, I was 53 with retirement savings of only $30k. Conventional wisdom was very clear for me. I'm told to play it safe, bank deposits, some bonds, a conservative retirement fund. Best case scenario, if I kept putting money into conservative retirement funds, well at best at retirement age I mite have $100k. But I'd need at least $1 million. So I needed to be unconventional. I'm now 55, and unconventional is paying off significantly. So let me share my journey so far. So my grown up children love to tell me I'm hopeless with technology, because I'm not on twitter or X or whatever. And I go out without taking my cell phone with me, to be fai
TOPImpression growth trajectory! When compounding kicks in, £ 500k target gets closer daily[强]
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12-15 13:54
Why I Avoid ESR (Despite Cash): SGX Daily Stock Update 15 Dec 🦖 EP1317
🟩 You wake up, check your phone, and the screen is red. The STI cools off after Friday’s big rally, and suddenly the questions hit: is this just profit-taking, or the start of something uglier for dividend investors who rely on CPF, SRS, and SGX income stocks? In this episode, Iggy breaks down what really matters behind the headlines: ESR-REIT’s asset sales (and what “capital recycling” signals for future DPU), ST Engineering’s US lawsuit risk (and why legal headlines can trigger overreactions), and OUE REIT’s new unsecured loan (and what higher funding costs can do to distributions). The goal is simple: separate fear from fundamentals, and spot where risk is rising before it shows up in the dividend. Watch the full analysis to get the exact Buy/Sell verdict for each name, plus what to wat
TOPCapital recycling strategies need deeper due diligence[吃瓜]
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12-15 15:50
🚨🚨🚨📝 Market Analysis Summary (Rephrased) Here is a concise overview of the current financial markets, focusing on key drivers and the cryptocurrency sector: Global Markets: * Risk Aversion: Equity markets closed out last week on a cautious note, notably in the US, where major indices like the S&P 500 and Nasdaq experienced selling pressure, largely driven by investors rotating out of major tech stocks following underwhelming earnings results. * Focus on Data and Central Banks: This week is critical, as markets are eagerly awaiting key delayed US economic reports (including the November jobs report and CPI). Simultaneously, central bank decisions are paramount, with the Bank of Japan (BoJ) expected to hike rates and the European Central Bank (ECB) set to issue updated policy
TOPBitcoin's moves still tied to big tech swings, but ETF inflows holding strong[吃瓜]
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🚀 Is SpaceX the Next Tesla? Space Stocks, Speculation, and What the Rally Is Really Pricing In 🧠📈 Reports that SpaceX is accelerating plans for a 2026 IPO, potentially targeting a valuation north of $1.5 trillion, reignited one of the most powerful narratives of 2025: space as the next frontier trade. The market reaction was immediate: • DXYZ +10% • EchoStar +6% • Listed space names up 100%+ YTD But before calling SpaceX the “next Tesla of 2019,” it’s worth separating technological dominance, capital intensity, and public-market reality. ⸻ 🔍 Why SpaceX Is Fundamentally Different SpaceX isn’t just another aerospace company — it’s a vertical monopoly in the making. What makes SpaceX unique • 🚀 Launch dominance: Reusable rockets with unmatched cadence • 🛰️ Starlink: Recurring revenue + global
TOPStarlink's cashflow could be the real game-changer[看涨]🚀
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$POP MART(09992)$ For: Pop Mart Flash Crash: Shorts Go Crazy! See HK$180? Title: Pop Mart: When the "Collectible" Narrative Loses Its Magic Pop Mart's ~40% crash from August highs is more than a Morgan Stanley downgrade—it's a fundamental challenge to its growth story. The core issue is whether IP-driven collectibles have a durable, expanding addressable market, or if it's a saturated fashion trend. Morgan Stanley's Downgrade (30% → 18% growth) is significant because it questions: · Repeat Purchase Rate: Can adult collectors maintain spending through economic cycles? · IP Longevity: Are characters like Molly having lasting power, or are they fading? · International Expansion: Can it truly replicate its China success abroad against dif
TOPAgreed. Charts look bearish, no bottom signals yet[看跌]
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12-15 15:40
Airport Services Star | With Shares Up 14.5%, Is $PAC Still a Buy?
In the past five days, $Grupo Aeroportuario del Pacifico SAB de CV(PAC)$ 's share price has risen by 14.53%.US stocks turned sharply lower on Friday, with the Nasdaq leading the way lower amid a broader rotation from tech to value names.The $NASDAQ(.IXIC)$ fell 1.6%, continuing a tech slump. The $S&P 500(.SPX)$ dropped roughly 1%, one day after surging above the 6,900 level for the first time. The $Dow Jones(.DJI)$ , which includes fewer tech stocks, slipped 0.5%.The best-performing concepts is Airport Services Concept. Considering the different perceptions of the stock, this time TigerPicks chose
TOPAirport stocks flying high[看涨]but watch resistance at $270 levels
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12-15 15:43
Silver Star | Is $NEWP being re rated after a 22% surge?
In the past five days, $New Pacific Metals Corp.(NEWP)$ 's share price has risen by 22.18%.US stocks turned sharply lower on Friday, with the Nasdaq leading the way lower amid a broader rotation from tech to value names.The $NASDAQ(.IXIC)$ fell 1.6%, continuing a tech slump. The $S&P 500(.SPX)$ dropped roughly 1%, one day after surging above the 6,900 level for the first time. The $Dow Jones(.DJI)$ , which includes fewer tech stocks, slipped 0.5%.The best-performing concepts is Silver Concept. Considering the different perceptions of the stock, this time TigerPicks chose $New P
TOPSolid run! Silver play looks promising. Might add on dips[看涨]
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$ASML 20260320 1020.0 CALL$ ASML seems to have hit a temporary plateau, settling back slightly after briefly touching a new all-time high of $1411 just days ago. The stock now appears to be drifting somewhat with the general market momentum, suggesting that a new, distinct catalyst will be needed to push it to the next major move higher. I hold a call option that extends until March next year before expiration, giving me ample time to ride out this current consolidation phase. I am banking on the potential Santa Rally to provide the necessary boost, and I'll be looking to actively close the position sometime in January, or potentially hold it until we get closer to the next earnings reports for a larger movement.
TOPGreat option choice! Just wait for the next surge.
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$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Tesla Motors(TSLA)$ Tesla Friday Volality!!! I was facing a losing week, luckily Tesla opened Strongly and +5% TSLL is enough for me for the day, I have decided to cash out a decent W.
TOPNice exit timing! TSLA volatility paid off big time today[得意]
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$Alphabet(GOOG)$ CEO Sundar Pichai’s comments on the “optionality around personal ownership,” a sign that Alphabet understands that the power of distribution combined with leading technology can lock in “business moats”.
TOP[666] Pichai's strategy nails the moat game - distribution + tech supremacy = unstoppable combo