$FE HORIZON(03360)$ Buy the dip for market swing trading 

$HISENSE HA(00921)$ Opened position for dividend collection 

$CONCH CEMENT(00914)$ Closed position at minor profits 

$PAX GLOBAL(00327)$ I’ve been accumulating shares to lower my average cost basis. The company’s fundamentals remain solid.

Portfolio 2025 Performance - Total Profit: SGD 86,000 (an 18% gain)   - Dividends Received (YTD): SGD 26,000   Looking ahead, I anticipate a more moderate return in 2026—approximately 10% total, split evenly between 5% from dividends and 5% from capital appreciation. Strategy & Context: Riding the Fed Cycle   The attached performance chart begins in January 2022—the start of my deliberate, full-cycle investment campaign. The core idea was simple yet disciplined: capitalize on the U.S. Federal Reserve’s interest rate hike and subsequent cut cycle. When the Fed began aggressively raising rates, dividend-paying stocks—particularly in Singapore and Hong Kong—declined in price. At the time, I didn’t know the hikes would be "higher for longer," but that very unc

$CONCH CEMENT(00914)$ Buy the dip for market swing trading 

$BABA 20260109 165.0 CALL$ Qwen’s Quiet Rise: Investing in Alibaba Beyond the AI Hype I recently purchased 100 shares of Alibaba ADR amid the noise surrounding the AI bubble and just post the Bank of Japan’s policy meeting. Looking ahead, I believe this purchase sits within a long-term valuation trough. First, I see Alibaba as a genuine leader in the AI era. Unlike many that rushed to mimic ChatGPT, Qwen emerged organically—from real business needs and steady evolution. Alibaba began in e-commerce. As its operations scaled, it realized that relying on third-party software would mean ceding most of its gross profits to tech vendors. So, it built its own systems. When transaction volumes grew too large for local servers to

$BYD COMPANY(01211)$ Trimmed position at minor profits 

$GEELY AUTO(00175)$ Trimmed position at minor profits from market swing trading 

According to the China Securities Regulatory Commission (CSRC) website, China Everbright Environment Group Limited (hereinafter "Everbright Environment"), a company listed on the Hong Kong Stock Exchange, has filed for and completed tutoring registration with the Shenzhen CSRC bureau, officially commencing its IPO preparation process. The tutoring institutions are CITIC Securities and Everbright Securities. Everbright Environment is a subsidiary of China Everbright Group, a central state-owned enterprise. Everbright Group indirectly holds 43.08% of Everbright Environment's shares through its wholly owned subsidiaries, Guildford Limited and Everbright Investment Management Co., Ltd., making it the controlling shareholder. Everbright Environment is a well-known domestic waste-to-energy compa

$KINGBOARD HLDG(00148)$ Trimmed position for profits 

$MNSO(09896)$ Buy the dip for market swing trading 

$BABA 20251226 145.0 PUT$ Ready to open position at current price area 

$WUXI APPTEC(02359)$ Buy the dip for market swing trading 

$TRIP.COM-S(09961)$ Trimmed position at minor profits 

$BOC HONG KONG(02388)$ Trimmed position at minor profits 

$FE HORIZON(03360)$ Added position for market swing trading