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01-26
Although Geopolitics Drove Market Sentiment, Asian Equities Stayed Resilient 【CSOP SG Weekly】
【Money Market Fund】 US$ MMF Net 7-day Yield: +3.66%* This week saw renewed tariff concerns as Trump threatened to impose tariffs on European allies that opposed his plans to acquire Greenland, though Trump has since backed off from the threats. Looking to the coming week, FOMC meets for the first policy meeting of 2026. After cutting 75bps last year, policymakers have hinted at a possible pause. Markets are not pricing a full 25bp rate cut till July. With a light data calendar ahead, market focus will likely shift to geopolitical risks. Despite the geopolitical risks, we expect CSOPUMM to continue delivering stable yields in the near-term. * Data as of 2026/01/23. 7-day net yield is calculated based on calendar days and NAVs in 5-decimal. 【REITs】 S$
TOPwimpy: Geopolitics messy but Asia holding up well. Bullish vibes here.[看涨]
1.27K
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01-26
United Health, The Underdog Nobody Sees Coming
🌟🌟🌟Everyone is staring at 4 of the Magnificent 7 stocks this week Apple, Microsoft, Tesla and Meta. Add the FOMC meeting and December PCE on Friday and you have a market primed for knee jerk reactions and hot takes. But the real treasure that is hiding in plain sight is $UnitedHealth(UNH)$
2.00K
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01-26
🚨 THIS HASN’T HAPPENED IN 25 YEARS 🚨
🇺🇸 The Fed is quietly preparing to SELL U.S. dollars and BUY Japanese yen. Yes. Read that again. The New York Fed has already conducted rate checks — the exact move that always comes right before real currency intervention. This isn’t theory anymore. This is coordination prep. And historically? 👇👇👇 When this happens, markets don’t dip — they RIP. 🇯🇵 Why Japan is the trigger Yen crushed for years Japanese bond yields at multi-decade highs BOJ still hawkish This combo is breaking things — not just in Japan, but globally. Japan has already tried to save the yen alone: ❌ 2022 — failed ❌ 2024 — failed ❌ July 2024 — brief bounce, then collapse History is crystal clear: When Japan acts alone → it fails When the U.S. joins → it WORKS 📜 Proof from history 🔹 1998 Asian Financial Crisis Japan solo? F
TOPEnd of JPY carry-trade? That’s being the latest play… however if US FED is joining in to buy JPY would definitely accelerate the dedollarisation process. Unlike previously, US can print money all they like because of petrodollars, they might think twice if the depreciation resulted in foreign central banks selling US Treasuries… JP Central Bank is a major holder of US Treasuries, falling USD might become a problem for them too. I would stick to my increasingly crowded precious metals for now. Will meanwhile trim positions whenever possible too
1.14K
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01-26
How I Quietly Make Money Selling Call Options on TIGR Every Few Weeks
I used to think investing had to feel stressful. Watching charts nonstop, refreshing prices, getting emotional over every green or red candle. But over time, I realized something important: Money doesn’t need drama. It just needs consistency. That’s when I started selling covered call options, and one of my favorite stocks to do this with is TIGR (Tiger Brokers). It’s not flashy. It’s not hyped on social media every day. But it pays me — and that’s what matters. ⸻ The Trade That Made Me Smile Without Doing Much A simple example: • Stock: TIGR • My average cost: around $8 • Call sold: $9.50 • Premium received: $0.28 • Time held: about 3 weeks • Result: expired worthless That’s it. No panic. No rushing. No chasing. Just calm, quiet income. That single trade gave me almost 3% return in three
TOPSteady gains, mate Quiet wins rock.[开心]
1.67K
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01-26
My stock in focus today is $ST Engineering(S63.SI)$ after news that its Commercial Aerospace business secured a five-year nacelle MRO agreement with LOT Polish Airlines for 15 Boeing 787 Dreamliners. While not a headline-grabbing mega deal, the contract’s length and fleet coverage provide solid earnings visibility. What’s more interesting is the predictive maintenance and structured refurbishment programme. This shifts nacelle support from reactive fixes to data-driven lifecycle planning, which typically leads to higher switching costs, stickier customer relationships, and better margin stability over time. From an investment perspective, this reinforces S63’s strength in recurring aerospace services revenue, particularly on long-life wide-bo
TOPSolid contract win! Predictive maintenance lifts margins steadily.[开心]
971
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01-26
🇯🇵💱🔥 Yen Shock Risk, FX Regime Shift, and the Next Global Liquidity Rotation 🔥💱🇺🇸
$Invesco DB US Dollar Index Bearish Fund(UDN)$
TOPOkay but this post is actually fire, FX is lowkey becoming the main character, yen volatility, liquidity pockets, positioning risk, regime shifts, this is the kinda macro that sneaks up then explodes across crypto, equities, metals, cross asset flows, gamma vibes, Vanna pressure, momentum rotations, USD weakness narratives, honestly feels like a setup for a wild market mood swing, your framing made the whole thing click 🧃
3.42K
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01-26
Gold Shatters $5,000 Milestone – $6,000 Glory or Profit-Taking Panic? 🚀💥
$SPDR Gold ETF(GLD)$ Spot gold just rocketed beyond $5,000 per ounce, smashing records and leaving investors buzzing with excitement and nerves alike! 📈🔥 This epic rally, doubling the price over the past two years and spiking 16% year-to-date, screams safe-haven frenzy amid chaos everywhere. Geopolitical fireworks are exploding – from U.S. tensions over Greenland's resources to the dramatic capture of Venezuela's leader, plus escalating threats against Iran in the Middle East. 😱🌍 Add in a massive sell-off in sovereign bonds and currencies crumbling like sandcastles, and you've got the perfect storm boosting precious metals. The dollar's taking a nosedive too, with its spot index plunging 1.6% in a single week – the sharpest drop since spring! 💸📉 Th
3.81K
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01-26
Summary of Large Orders
Last Thursday saw several unusually large bearish orders opened, with the direction for most being somewhat ambiguous: $NVDA 20260130 165.0 PUT$ opened 126.6k contracts$AMD 20260130 220.0 PUT$ opened 59.5k contracts$SMH 20260130 370.0 PUT$ opened 57.9k contracts$AVGO 20260130 297.5 PUT$ opened 48k contracts$ORCL 20260130 152.5 PUT$ opened 44.4k contracts$TSM 20260130 295.0 PUT$ op
2.39K
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01-26
Can SAP Sustain Momentum Following +2% Rally?
$SAP SE(SAP)$ SAP SE(SAP) Rallies +2.09%: Software Giant Rebounds from Support, Eyes $235 Breakout 📈 Latest Close Data Closed at $231.07 on 2026-01-26, up +2.09% (+$4.72). The stock is ~26.2% below its 52-week high of $313.28. Core Market Drivers The rebound follows a sharp -3.65% drop earlier in the week, highlighting continued volatility. Positive sentiment is supported by the company's strategic moves, including its venture capital arm investing in AI voice leader Deepgram, reinforcing its focus on next-gen tech. Technical Analysis Volume was active at 4.05M shares (Volume Ratio: 1.54). The RSI(6) at 41.46 has bounced from oversold territory (<30), indicating recovering momentum. However, MACD remains negative (DIF: -4.28, DEA: -2.81), signal
2.46K
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01-26
IBM Consolidates Near $292 Ahead of Q4 Earnings
$IBM(IBM)$ IBM Consolidated Near $292: Technicals Await Q4 Earnings Catalyst 🧐 📊 Latest Close Data Closed at $292.44 (-0.76%) on Jan 26, 2026, about $32.46 (-9.1%) from its 52-week high of $324.90. 🚀 Core Market Drivers The market is in a holding pattern ahead of IBM's Q4 FY2025 earnings report scheduled for Jan 28. Recent analyst activity has been bullish, with RBC Capital raising its target to $350 and Evercore ISI adding IBM to its tactical overweight list, highlighting confidence in its high-margin software transition and AI initiatives like the Watsonx platform. 📈 Technical Analysis Volume was light at 3.3M shares (Volume Ratio 0.60), indicating consolidation. The MACD histogram is deeply negative at -2.11, signaling bearish momentum persists
1.69K
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01-26
Oversold Momentum Pushes MA Toward $524 Zone
$MasterCard(MA)$ Mastercard (MA) Retreated -1.52%: Testing Key Support Ahead of Q4 Earnings 📉 Latest Close Data: Closed at $524.74 (USD) on Jan 26, down -1.52% (-$8.12). The stock is now 12.8% below its 52-week high of $601.77. 🚀 Core Market Drivers: All eyes are on the upcoming Q4 2025 earnings report (Jan 29). Despite recent headwinds like potential credit card rate caps and regulatory challenges in the UK, J.P. Morgan reiterated an "Overweight" rating with a $685 target, citing resilient fundamentals. The stock is also a key beneficiary of the global shift to digital/contactless payments (e.g., NYC's OMNY system). 📊 Technical Analysis: The daily RSI(6) at 20.46 indicates the stock is in oversold territory, suggesting a potential short-term bounce
1.15K
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01-26
Danaher Tests Support Before Q4, $261 in Sight
$Danaher(DHR)$ Danaher Corp(DHR) Retreats -2.11%: Key Support Test Ahead of Earnings, Eyes $261 Target 📈 Latest Close Data Closed at $235.01 (Jan 26), down -2.11%. Currently ~9% below its 52-week high of $258.23. 🚀 Core Market Drivers Earnings Anticipation: The stock pulled back ahead of its Q4/FY25 earnings report scheduled for Jan 28. Management had previously guided for results at the high end of expectations. Sector M&A Buzz: News of potential sale talks at peer Qiagen (QGEN) stirred the life sciences sector, reminding investors of the ongoing industry consolidation where Danaher is a key player. 📊 Technical Analysis Volume: 3.07M shares traded, with a volume ratio of 0.80, indicating subdued activity. MACD: Latest reading is -0.36, with DI
972
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01-26
Visa Holds $326 Support Ahead of Earnings
$Visa(V)$ Visa (V) Tests Support at $326: Consolidation Before Earnings, Eyes on $345 Resistance 📊 Latest Close Data 🔵 Closed at $326.18 on 2026-01-26, down -0.06%. Trading near the lower end of its recent range, ~13.1% below its 52-week high of $375.51. Core Market Drivers 📰 Regulatory Headwinds: Lingering market concerns over former President Trump's proposal to cap credit card interest rates at 10%. Strategic Expansion: Positive catalysts include the integration of Visa cards into Apple Pay for mainland China users and ongoing initiatives to integrate stablecoins into its payment network. Earnings Anticipation: The company is set to report Q4 earnings after the close on Thursday, Jan 29, with JPMorgan reiterating an Overweight rating and a $430 ta
622
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01-26
HON Tests $223 Resistance as Investors Eye Q4 Report
$Honeywell(HON)$ Honeywell (HON) Tests $223 Resistance: Earnings Loom as Key Pivot 📊 Latest Close Data As of 01/26/2026 (ET), HON closed at $221.46, down -0.49% (-$1.08). The stock is trading -8.4% below its 52-week high of $241.72. 💡 Core Market Drivers Investor focus is intensely on the upcoming Q4 earnings report (scheduled for 01/29). Recent news includes the resolution of the $470M Flexjet legal dispute, removing a major overhang, and a bullish target price hike from JPMorgan to $255. The company's "physical AI" initiatives and continued investment in China signal long-term growth strategies. 📈 Technical Analysis Volume was light at 3.82M shares (Volume Ratio 0.59), indicating consolidation before earnings. The MACD remains bullish with DIF (6
705
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01-26
APH Consolidates Near All-Time Highs as Earnings Loom
$Amphenol(APH)$ Amphenol Corp. (APH) Tests $151 Resistance After 0.99% Dip, Consolidation Phase Intact 🔄 📈 Latest Close Data (2026-01-26) Close: $150.99 (USD) Change: -$1.51 (-0.99%) Distance to 52-Week High ($157.54): -4.2% ⚡ Core Market Drivers The stock is consolidating near its all-time highs after a massive run-up in 2025, partly driven by the AI/data center infrastructure boom where Amphenol is a key "picks and shovels" play 🏗️. Upcoming Q4 earnings are a key catalyst. Consensus estimates project robust YoY growth (Revenue +39.8%, EPS +59.0%), which could reignite momentum 📊. 📊 Technical Analysis Volume: 7.33M shares, with a Volume Ratio of 0.78, indicating below-average participation in today's pullback, suggesting a lack of aggressive selli
665
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01-26
Boeing Tests 52-Week High at $252 Amid Recovery Buzz
$Boeing(BA)$ Boeing (BA) Closes at $252.15: Testing 52-Week High as Recovery Narrative Gains Steam 🛫 📊 Latest Close Data: Boeing closed at $252.15 on Jan 26, 2026, up +0.29%. The stock is now trading just -$1.99 (-0.8%) below its 52-week high of $254.14. 💡 Core Market Drivers: Investor confidence is rebounding as BA has officially erased all losses since the 2024 door plug incident. Key catalysts include: 1) Strong 2025 orders, surpassing Airbus for the first time since 2018; 2) Growing confidence in delivery timelines (e.g., Ryanair's positive outlook); 3) Anticipation of the company's first annual profit in seven years by 2026. 🔍 Technical Analysis: The daily RSI(6) is at a very high 89.76, signaling overbought conditions and potential for a near-
681
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01-26
KLAC Eyes $1580-1600 as Tech Momentum Builds
$KLA-Tencor(KLAC)$ KLA Corp (KLAC) Edges Higher +0.85%: Tech Giant Holds Firm Above $1500 Ahead of Earnings 🚀 Latest Close Data 📊 Closed at $1512.78 on 2026-01-26, up +0.85% ($12.78). The stock is trading 4.34% below its 52-week high of $1581.34. Core Market Drivers 🗞️ Earnings Anticipation: The company is set to report quarterly earnings on Jan 29th, with market expectations for ~10.5% revenue growth. 📈 Sector Optimism: Major banks like J.P. Morgan and Bank of America remain bullish on semiconductors for 2026, citing strong AI infrastructure spending and cyclical recovery, with KLAC often listed as a top pick. 💪 Technical Rebound: The gain follows a recent -5.21% pullback, suggesting some consolidation and potential renewed buying interest. Techn
608
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01-26
Shell Rallies +1.84% Reclaims $73 Amid Restructuring
$SHELL PLC SPON ADS EACH REPR 2 ORD SHS(SHEL)$ Shell PLC (SHEL) Rallies +1.84%: Energy Giant Reclaims $73 Amid Restructuring & Oil Project Buzz 📈 Latest Close Data 📊 Closed at $73.75 on Jan 26, up +1.84% (+$1.33). Now trading just 4.8% below its 52-week high of $77.47. Core Market Drivers 🗞️ Strategic Restructuring: The company announced a major reorganization, dissolving its standalone Projects & Technology unit to integrate capabilities directly into core business lines, aiming to boost cost competitiveness and project delivery speed. Growth Project Potential: CEO Ben van Beurden confirmed feasibility studies for the massive $20B Bonga South West oil field project in Nigeria, signaling long-term upstream growth ambitions. Technical Analy
749
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01-26
Can Stryker Hold $355 After Minor Pullback?
$Stryker(SYK)$ Stryker Corporation (SYK) Dipped -1.01%: MedTech Giant Consolidates Near Support, $355 Pivot in Focus 📉 Latest Close Data Closed at $355.04 (USD) on Jan 26, down -1.01% (-$3.63). Trading ~12.6% below its 52-week high of $406.19. Core Market Drivers 1️⃣ Recent 4.8% dividend hike to $0.88/share signals strong financial confidence and shareholder return commitment. 2️⃣ Sector faces mixed sentiment amid broader market consolidation; stable institutional holdings (Vanguard, BlackRock) provide a floor. Technical Analysis 📊 Volume: 1.85M shares (Volume Ratio 0.96) indicates average participation. 📈 MACD: DIF (0.207) remains above DEA (0.341), but MACD histogram turned negative (-0.267), suggesting near-term momentum loss. 📉 RSI (6, 12, 24):