🔥 Volatility Ahead: How Are You Hedging Your Bets?

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01-27
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Weekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, Earnings

Covering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!

✨Tuesday — Singapore Stocks

Singapore stocks opened higher on Tuesday, with the Straits Times Index (STI) gaining 0.7%. Key gainers included YZJ Shipbuilding and Singtel, both up 2%, while DBS, SingPost, Wilmar, and OUE Reit rose 1%.

ST Engineering secured a contract from the Ministry of Defence for next-generation Infantry Fighting Vehicles, with deliveries starting in 2028. Mapletree Logistics Trust reported a 9.3% year-on-year decline in Q3 DPU to S$0.01816. Keppel Infrastructure Trust obtained a S$100 million loan facility. OUE Reit announced a 10.6% increase in H2 DPU to S$0.0125. Low Keng Huat is set to be privatized after the offeror secured 93.84% of its shares.

Steel tycoon You Zhenhua's New Vision and The Ascott commenced construction on Ascott Shenton Way Singapore, a mixed-use development featuring hotel rooms and serviced apartments. Additionally, the Ministry of Health stated that around 750,000 Singaporeans will qualify for the expanded Matched Retirement Savings Scheme (MRSS) in 2026, with about 185,000 eligible for the new Matched MediSave Scheme (MMSS).

📌【Today’s Question】

With UnitedHealth's financial report coming out, what do you think of $UnitedHealth(UNH)$ performance today?

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Comments

  • highhand
    01-27
    highhand
    Win 5 Tiger-coins
    healthcare insurers down tonight...it's just news. time to buy or sell puts...
  • Alubin
    01-27
    Alubin
    Win 5 Tiger-coins
    Despite today's decline, UnitedHealth has gained 6.5% year-to-date, outperforming both healthcare peers and the broader market. I think it is fine to remain optimistic for some upside potential from current levels.
  • Shyon
    01-27
    Shyon
    Win 5 Tiger-coins
    $Apple(AAPL)$ Apple is my stock in focus today 🍎. On the technical side, AAPL just touched and rebounded strongly from its EMA200, a key long-term trend support, which usually signals buyers are still in control and the broader structure remains intact.

    Fundamentally, the news flow supports this move. Mark Gurman highlighted that 2026 could be Apple’s most exciting year in years, with major upgrades across Mac, iPhone, iPad, wearables, and smart home. Highlights include OLED touch MacBooks, a new low-cost MacBook, earlier-than-expected M6 chips, a foldable iPhone, and Apple’s in-house C1 modem.

    When a solid EMA200 bounce lines up with a renewed innovation narrative, it improves the risk-reward profile. Volatility may persist, but structurally, Apple looks more like it’s stabilising and rebuilding momentum than breaking down 📈

    @Daily_Discussion @TigerStars @Tiger_comments @TigerClub

  • WanEH
    01-27
    WanEH
    Win 5 Tiger-coins
    今天 UNH 股价呈现 震荡回调,短线受财报预期和成本压力消息影响。虽然分析师普遍对长期持有给出偏好评级(均目标价普遍高于当前价格)。但是医疗成本上涨、利润率压力仍是行业和 UNH 的主要挑战。
  • 北极篂
    01-27
    北极篂
    Win 5 Tiger-coins
    新加坡市场相对稳健,国防、通信和银行股受益于政策与现金流确定性。整体来看,现在不是盲目追指数的时点,而是选对赛道、读懂政策边界,比单纯看财报更重要。
  • 北极篂
    01-27
    北极篂
    Win 5 Tiger-coins
    医疗板块的集体下挫尤其值得警惕。Humana、CVS、UNH 同步大跌,本质不是基本面突然恶化,而是“政策天花板”被明牌化——Medicare Advantage 费率持平,意味着增长逻辑被强行压缩。对联合健康来说,财报数字本身也许不差,但只要政策不松,估值就很难再给溢价,我更倾向把今天的下跌视为长期预期的重定价,而非情绪性错杀。
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