The headline sounds powerful, but the market impact depends less on the number itself and more on credibility, pacing, and macro liquidity. --- 1. Would sovereign accumulation tighten supply? Yes, structurally, but only if execution is real and gradual. Bitcoin’s effective float is already smaller than headline circulating supply because: long-term holders rarely sell, lost coins reduce liquidity, ETF custody locks supply off exchanges. If a sovereign entity accumulates steadily over years, it removes marginal supply from the tradable market, which can: compress available float, increase price sensitivity to demand shocks, reinforce the “reserve asset” narrative. However, markets price actual buying, not proposals. Until purchases begin, the effect is mostly psychological. --- 2. Marginal
SG earnings season: broadly resilient but lacking strong growth surprises. Results confirm stability rather than acceleration, with markets shifting from valuation rerating to earnings validation. Yield and cash flow remain the main drivers. Keppel: After a 12-year high, much of the transformation and leadership confidence appears priced in. The re-rating reflects its asset-light pivot and recurring income visibility. Upside now likely depends on execution and earnings delivery rather than further multiple expansion. Chasing momentum at current levels carries higher risk unless new catalysts emerge. SGX: Record revenue but share pullback looks macro-driven, mainly from falling rate expectations reducing interest income tailwinds. Core business remains strong with predictable cash flow and
Weekly: Major Indexes Falls, Fed's Minutes & US Q425 GDP in Focus
Last Week's Recap 1. The US Market - U.S. Stock Market Faces Downward trend Amid Mixed Economic Signals Downward trend:The major U.S. stock indexes fell around 1% to 2% as shifting narratives about AI prospects and technology stocks continued to drive the broader market. Jobs resilience:U.S. jobs growth in more than double exceeded expectations, helping to ease recent concerns about labor market weakness. Inflation moderation:CPI rose at an annual rate of 2.4% in January, down from 2.7% the previous month, and the lowest figure since May 2025. Earnings outperformance: Nearly three-quarters completed earnings release, overall earnings growth remained well above analysts’ expectations. Yields fall from about 4.20% to 4.05%: Prices of U.S. government bonds rose, sending yields lower, after so
😀Hi Tigers, We invite you to take a closer look at the possible winners by EPS in the Q4 earnings season. In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from February 16 to February 20. 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/shareholders in the open market. EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability. Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies. 2. Weekly List of
🎁Capturing Top 10 Ex_dividend: NLOP, ALX, KLAC, CVX, UPS...
1. Which High Ex-dividend Stock (on 16 February ~ 20 February) do You Like the Most? Be Sure To Check Out the Last Chance to Buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like $NLOP$ and $ALX$ showing below are about to give decent dividends into "your pocket". Editor's notes: A dividend-paying stock ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment. If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they will purchase stocks just prior to an ex-dividend date and sell shortly thereafter. 2. YTD26 of the Above 10 Stocks are as Bel
$DBS(D05.SI)$ This is the strongest bank in this part of the world. Though nim has fallen but its business are well diversified especially into wealth management Which is increasing profitable Replacing Nim. Buy the dip. Mid term to ard 68-70