This week, the two giants of China’s tech sector, $TENCENT(00700)$ and $BABA-W(09988)$ , both saw their shares tumble following their latest earnings releases. Prior to the reports, Tencent had surged 7% as a leading "OpenClaw" concept stock. However, just two days later, that momentum evaporated as market anxieties over heavy AI spending took hold. Is this post-earnings dip a "buying the valley" opportunity? Let’s dive into the latest analyst insights to find out. Institutional Views: AI Investment Accelerating, Near-Term Profits Under Pressure $Alibaba(BABA)$: Morgan Stanley Maintains Overweight, Price Target US$180 Morgan Stanley's report is a mix of highlig

Tonight, the market welcomes a heavyweight earnings report: Micron (MU). The memory sector has seen a phenomenal rally over the past two years. With recent NVIDIA GTC and CES failing to fully satisfy market appetite, the spotlight now shifts entirely to the memory giants! The current market logic centers on the "Physical Limit of AI," which is essentially Memory Bandwidth. No matter how powerful the computing performance is, if the storage (HBM) can't keep up, the processing power will simply "idle." For tonight’s Micron earnings, the market isn't just looking at Revenue and EPS. The real focus is on Gross Margins, HBM Demand, and Future Guidance. Driven by AI, the memory industry has entered a "High-Prosperity" cycle, where rising prices are rapidly translating into profit elasticity. How

As tensions in the Middle East escalate, the once-shining halo of Dubai as a “safe-haven tax paradise” seems to be fading. Wealthy investors who once rushed there for tax advantages are now reportedly calling Singapore lawyers overnight to move money back. A Singapore family-office lawyer revealed that about one-third of his 20 Dubai-based clients have already started procedures this week to shift assets out. The average net worth of these clients exceeds $50 million. If Capital Flows Back, Who Wins in Singapore? If this wave of risk-driven capital migration continues, several Singapore companies could be positioned to capture the inflow. 1️⃣ Banking Giants: AUM Boom As Southeast Asia’s largest bank, $DBS(D05.SI)$ is a top choice for family-offi

The year 2026 started off strong, but recent geopolitical tensions sent the three major banks sliding. Surprisingly, $DBS(D05.SI)$ , has become this year’s laggard—down 1.2% year-to-date, while $OCBC Bank(O39.SI)$ bucked the trend with a 5.9% gain. In the investment world, a price drop often signals opportunity, especially in dividend yield. Who Has the Stronger Fundamentals? Despite share price pressure, are Singapore banks’ fundamentals really shaken? Let’s review 4Q25 results: OCBC Shines: The only local bank with year-on-year net profit growth (+3.4%) in 4Q25. Non-interest income performed well, and net interest margin (NIM) also rebounded. DBS Under Pressure: Net profit fell 10.5% YoY, mainly due

Introducing the LionGlobal Singapore Physical Gold ETF* The LionGlobal Singapore Physical Gold ETF* is the first gold ETF backed by physical gold, insured and vaulted in Singapore. The Fund seeks to track as closely as possible, before fees and expenses (including, but not limited to, hedging costs where applicable), the performance of the LBMA Gold Price** AM. The Fund invests at least 90% of its assets in physical gold. Beyond the Sparkle: Gold as a Strategic Anchor Event! We are excited to invite you to the Beyond the Sparkle: Gold as a Strategic Anchor event hosted by SGX Group. Hear from Mr. Ong Xun Xiang, Head of ETFs at Lion Global Investors, and Mr. James Ooi, Chief Market Strategist of Tiger Brokers (Singapore), as they share perspectives on the current gold market outlook and dee

$WTI Crude Oil - main 2604(CLmain)$ surged 7% today, touching $76 in premarket trading. $Natural Gas - main 2604(NGmain)$ jumped nearly 5% in a single session, while precious metals lagged behind. The real eye of the storm lies in the Strait of Hormuz — the choke point of global energy supply is being squeezed.The core logic behind the oil and gas spike? Physical supply disruption.1. Big banks’ targets: Where is oil’s ceiling?1) Bank of America & JPMorgan see $100–$120Bank of America strategist Blanch stated bluntly that if Iran attacks nearby facilities, Brent could instantly break above $100, with European gas prices surpassing €60.JPMorgan’s Kaneva added a critical detail: if the conflict d

This Wednesday, $SIA(C6L.SI)$ surged to a seven-month intraday high of S$7.19. Despite intensifying industry competition and downward pressure on pricing, SIA's Passenger Yield unexpectedly staged a turnaround. Is this a short-term technical bounce, or the starting gun for a new bull cycle? 1. Record Revenue vs. "Halved" Profit? The Biggest Surprise is Yield Pivot According to the 3QFY2026 (third quarter) results, SIA delivered a set of paradoxical figures: Revenue: Reached S$5.51 billion, up 5.5% year-on-year, setting a new quarterly record. Net Profit: S$505 million, a year-on-year plunge of 68.9%. The profit crash was not due to poor operations, but rather a high base effect. Last year’s quarter included a S$1.1 billion one-off accounting gai

The latest earnings season has wrapped up, and from Singapore to Wall Street, bank stocks have seemingly failed to escape the "sell-on-news" correction. All three SG local banks slumped post-earnings, with UOB hit the hardest, diving 4% in a single day. Is this a necessary risk release, or a golden opportunity to lock in high dividend yields? 1. Interest Rate Anxiety: AI Transformation vs. Operating Costs US Giants ( $JPMorgan Chase(JPM)$ , $Wells Fargo(WFC)$ , $Bank of America(BAC)$ ): The market is being brutally unforgiving. Even Bank of America, which beat expectations, suffered its largest single-day drop since 2020 due to "accelerating costs." While CEOs are

Gallop into Spring with Tiger BOSS Debit Card [Wow]Hi Tigers! Lunar New Year is just around the corner - which means snacks on snacks, visits on visits and spending that somehow adds up. Since festive spending is already part of the plan, here's a little perk to go with it! Here's the deal: Spend S$88 with your Tiger BOSS Debit Card and receive a S$8 worth of US Stock Voucher* on us! Ready for the perk? Let your everyday (or festive) spending do the work! *While stocks lasts. T&Cs apply. Tiger Brokers (Singapore) Pte Ltd has partnered with Wise to provide card issuance and account issuing services. Wise is the trading name of Wise Asia-Pacific Pte Ltd, which is a company incorporated under the laws of Singapore with Unique Entity Number 201422384R. This advertisement has not been revie

This week, two earnings were out with mixed results. $Keppel(BN4.SI)$ surged 6%, reaching a 12-year high, while $SGX(S68.SI)$ despite posting its strongest half-year results ever — saw its share price dip 0.6%. Both delivered solid performance, so why did the market react so differently? Keppel: surprising numbers, dividends and super CEO announcement 1. Strong fundamentals Net profit in the second half rose 27.2%, bringing full-year earnings to S$1.1 billion. Its infrastructure and connectivity segments performed exceptionally well, aligning perfectly with the current AI data-center boom. 2. Attractive dividends Total dividend for the year reached S$0.47, including a special payout. In today’s enviro

The "Alpha" of Singapore banking, $DBS(D05.SI)$, is set to release its full-year 2025 and Q4 results on Monday, Feb 9. With the stock currently hovering near the $60 psychological barrier after a massive 2025 rally, all eyes are on whether this report will provide the momentum for a breakout. Market consensus: Annual Net Profit Projection: S$11.275 Billion (Expected slight dip of 1.2%). Q4 Net Profit Projection: S$2.52 Billion (Expected year-on-year decline of 3.8%). Total Annual Income: S$23.21 Billion (Expected 4.1% year-on-year growth). 🕒 2025 Performance Recap: The Banking Trio's Great Divide Before looking ahead, let’s review how the three local giants diverged in 2025—a key factor driving current market sentiment: DBS surged 28%. Fueled by

The 2026 US stock market is destined to be the year of the "Unicorn Terminators." With SpaceX completing its acquisition of xAI and OpenAI’s IPO rumors intensifying for year-end, we are likely witnessing the largest wealth creation event in history. These three giants are more than just companies; they are entities capable of shifting entire index weightings. Would you bet on Elon Musk’s "Multi-planetary" vision or the "New Microsoft" of the AI era? 1️⃣ SpaceX: The $1.5 Trillion Interstellar Hegemon SpaceX has recently integrated xAI (valued at $250B) into its ecosystem, a masterstroke that has paved the way for a staggering $1.5 trillion IPO valuation. The Edge: Dominating 50% of global rocket launches with monopoly-level reusable technology. The Bull Case: "Starlink" is no longer just a

As the Straits Times Index (STI) recently hit a new intraday high, market attention is now locked on two major Singapore blue chips reporting earnings on 5 Feb 2026: SGX Group and Keppel Ltd. 1) $SGX(S68.SI)$: High Valuation, Even Higher Expectations SGX is set to report earnings on 5 Feb. As of 3 Feb 2026 (intraday), the stock traded at S$18.13, up +2.84%, with volume surging to 3.37M shares — significantly above its usual average. The market is clearly positioning for a strong print. EPS (previous period): S$0.60 Strong profitability: Gross margin at 74.31%, net margin at 47.28% Solid cash flow: Operating cash flow per share at S$0.81, comfortably supporting its S$0.39 dividend per share Valuation & Risk SGX is currently trading at a meani

This week’s SGX earnings season is incredibly busy, featuring: $Mapletree Log Tr(M44U.SI)$ , $OUEREIT(TS0U.SI)$ , $Mapletree Ind Tr(ME8U.SI)$ , $CapLand Ascott T(HMN.SI)$ , $Micro-Mechanics(5DD.SI)$ , $NetLink NBN Tr(CJLU.SI)$ , $StarhillGbl Reit(P40U.SI)$ , $CDL HTrust(J85.SI)$ , $Keppel DC Reit(AJBU.SI)$ , and $Mapletree PanAsia Com T

A new congressional disclosure has once again reignited debate around tracking lawmakers’ trades. Nancy Pelosi reported roughly $69 million in recent transactions, highlighted by the sale of about $50 million worth of $Apple(AAPL)$, along with reductions in $NVIDIA(NVDA)$ and $Walt Disney(DIS)$ At the same time, Pelosi added new LEAP call options on $Alphabet(GOOGL)$ , $Amazon.com(AMZN)$, $Apple(AAPL)$, and $NVIDIA(NVDA)$ , using far less capital to retain upside exposure. The message is subtl

Right now, the hottest trades in the market are clearly gold and the storage sector. But the biggest problem is: we can’t catch up — prices have moved way too fast! Just five months ago, $SanDisk Corp.(SNDK)$ was widely seen as a legacy flash maker held back by aging products. Today, after a nearly 1,000% rally, it has become one of the best-performing S&P 500 stocks and a core AI trade. But it’s not just retail investors who missed it, even smart money got it wrong. The key behind-the-scenes force pushing SanDisk’s spin-off was the famous activist hedge fund Elliott Management — yet it missed most of the upside. SanDisk was spun off from Western Digital last February, largely due to Elliott’s long-term pressure. Elliott believed the combined

WallStreetBets (WSB)—famous for shaking Wall Street during the GameStop saga—has voted on its Top 10 stock picks for 2026. This list isn’t built on valuation models or discounted cash flows. It reflects one core idea: which narratives are most likely to attract attention, capital, and volatility in the next cycle. The top vote-getters are $AST SpaceMobile, Inc.(ASTS)$ , $Rocket Lab USA, Inc.(RKLB)$ , $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ , $NEBIUS(NBIS)$ , $Reddit(RDDT)$ , $Micron Technology(MU)$

In 2025, total new private home sales (excluding ECs) reached 10,821 units, up 67.3% year-on-year from 6,469 units in 2024 — the highest level since 2021.At the same time, residential prices continued to edge higher. For the full year, prices rose by approximately 3.4% — not an aggressive surge, but clearly maintaining an upward trend.New home transactions surged, but the more tradable opportunity could be in REITs.For investors: the opportunity is trading REITs?Strong home sales do not mean investors need to buy physical property.For stock market participants, S-REITs offer a more liquid and flexible way to express a view on property fundamentals while trading interest-rate expectations and cash-flow re-rating.The key takeaway from the housing rebound is not price momentum, but: demand re