Kum Weng

    • Kum WengKum Weng
      ·10-03 22:16
      $SOXL 20270115 80.0 PUT$   SOXL (Direxion Daily Semiconductors Bull 3x Shares) — Recent News Balance Conclusion: Over the past month, news flow on SOXL (Direxion Daily Semiconductors Bull 3x) watchlist has skewed clearly bullish, driven by a memory/AI-chip "super-cycle" narrative — but the same flow shows repeated sharp single-day reversals, which is exactly what a 3x daily-reset product amplifies. The bull case is fundamental (Micron's blowout quarter, AI storage demand); the bear case is structural (leverage decay, rate sensitivity, profit-taking).
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    • Kum WengKum Weng
      ·10-03 22:15
      $DBS(D05.SI)$   Conclusion Recent news flow on DBS is thin and skewed positive, but not decisively so . The one genuinely substantive item is the Q2 2026 earnings beat with raised full-year guidance — a clear bullish catalyst. Everything else the search surfaced is either a Hong Kong business-sentiment survey (mildly positive) or low-signal retail forum chatter. I could not retrieve any credible bearish article (downgrade, NIM compression, asset-quality concern) in the period searched, so the bearish side is largely inferred from valuation/positioning context rather than news.
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    • Kum WengKum Weng
      ·09-27
      $DBS(D05.SI)$   DBS Group (D05.SI) — Assessment Conclusion: The business quality and dividend profile remain solid, but the entry point is not attractive right now. At SGD 78.00, DBS trades within 1.3% of its 52-week high and in the 96.7th percentile of its 52-week range, on a P/E TTM of ~19.9x and P/B of 3.15x — rich multiples for a bank whose EPS growth has flattened. The stock is priced for continued strength, so the risk-reward skew looks neutral-to-unfavourable for a fresh entry at this level rather than clearly positive.
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    • Kum WengKum Weng
      ·09-19
      $AEM SGD(AWX.SI)$ Still can subtain?
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    • Kum WengKum Weng
      ·09-12
      $DBS(D05.SI)$ Local benefit more with interest rate hikes?
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    • Kum WengKum Weng
      ·09-03
      $DBS(D05.SI)$ Still rising?
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    • Kum WengKum Weng
      ·08-28
      $DBS(D05.SI)$ Time for more?
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    • Kum WengKum Weng
      ·08-23
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    • Kum WengKum Weng
      ·08-12
      $DBS(D05.SI)$ Bank of singapore. Safer?
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    • Kum WengKum Weng
      ·08-06
      $DBS(D05.SI)$ Still the best bank? Profit gain and dividends
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