To The Moon

Banking giants are not boring and recently attracting support with good dividends. Traders are excited to capitalise on price fluctuations.

I’m holding both sides of this barbell — I own $DBS(D05.SI)$ $ocbc bank(O39.SI)$ $Sembcorp Ind(U96.SI)$ because they play different roles in my portfolio. The banks give me stability & steady dividend income, especially when NIM remains strong. DBS and OCBC are core long-term compounders rather than trading positions. Sembcorp, on the other hand, is my growth engine. The renewable energy transition in Asia is a multi-year structural trend. I like that Sembcorp is already executing & hitting targets ahead of schedule, which lowers execution risk. So while ba

Hi Tigers, 🔥 SG Market Spotlight is shining bright as local blue chips continue to anchor investor portfolios! While the US tech sector experiences wild volatility, the Singapore market remains a steady haven. From the banking trio’s resilient margins to the strategic recovery in aviation and dividends, the SGX top 10 is showing strong institutional conviction. 🇸🇬 📈 This Week's Top 10 SG Picks from @Tiger_Contra's column 👇 🏦 $DBS(D05.SI)$ | The Dividend Fortress 🧩 Fundamental: High interest rates continue to bolster Net Interest Margins (NIM), making DBS the go-to defensive play for income seekers. 💰 Financial: Last Price: SGD57.70. Consensus price targets remain bullish at SGD 61.33 as div

📌 $Wee Hur(E3B.SI)$ : Strong Revenue Growth, Strategic Reinvestment and Dormitory Expansion📈 Revenue Up 43% YoYWee Hur Holdings reported a 43% increase in 1H2025 revenue to S$156.0 million, driven by a one-off performance and disposal fee from the partial sale of its PBSA Fund I to Greystar, alongside robust progress in its Singapore property development arm.Gross profit surged 89% to S$84.3 million, lifting margins to 54.1%, while adjusted net profit climbed 164% to S$61.7 million.🏗️ Construction Order Book at Record HighThe Group’s construction order book hit an all-time high of S$629 million, boosted by two new HDB projects worth S$439.4 million secured in May 2025. This positions Wee Hur to capture sustained demand amid Singapore’s public ho

Yes, Singapore stock is moving and more active. But, to be honest, I gained more in trading US stock.

Bought REITs earlier this year, added some position last week. Holding onto blue chip winners like banks, ST, Sembcorp Not sure whether to cut loss on Comfort bought > 10 years ago. 40% down.

I have Singtel since government gave us the share in CPF. been getting dividend with it.

Delighted as long as overall is green; not really bothered by how much made. Enjoy trading to keep green; dread sudden return to red.

This year I’ve been trading Singapore bank stocks, mainly $DBS Group Holdings(D05.SI)$ $ocbc bank(O39.SI)$ . The Straits Times Index rally is impressive, and I wanted to ride the momentum with defensive, dividend-paying financials. So far, returns haven’t matched those of U.S. bank stocks or other U.S. equities. I still value the stability and dividends from DBS and OCBC. While Singapore banks may not offer the same short-term upside as U.S. counterparts, their fundamentals and steady income make them attractive for a balanced portfolio. Watching them alongside the broader market rally has been encouraging. Overall, it’s a learning experience and a way to diversify. My returns aren’t the highest, b

[Happy]$AEM SGD(AWX.SI)$ turns in some profits, riding the good time with $Intel(INTC)$[Happy][Happy][Happy][Happy][Happy]

Got la..make some...shy to show la

already bought REITs when they were depressed ... recently bought parkway health REIT. good diversification. waiting for banks to fall and buy too.

Singapore’s stock market is on fire. The Straits Times Index has surged nearly 13% in 2025, matching the S&P 500 and outpacing many regional peers. With strong dividends, foreign inflows, and the Singapore dollar gaining strength, experts say this bull run is still in its early stages.In 2025, several Singapore stocks have been standout performers. $Singtel(Z74.SI)$ has surged close to 40% year-to-date, powered by stronger telecom operations and dividend growth. $SGX(S68.SI)$ also advanced nearly 33%, benefiting from rising trading volumes and derivatives growth. Even industrial heavyweight $ST Engineering(S63.SI)$ joined the rally, with gains exceeding

📌 OUE REIT: Resilience and Capital Discipline at the Core📈 DPU Growth Amid Soft HospitalityIn 1H 2025, OUE REIT’s distribution per unit rose 5.4% YoY to 0.98 cents, supported by strong commercial performance and effective capital management. Core DPU, excluding capital distribution in 1H 2024, grew an even stronger 11.4% YoY.🏢 Commercial Segment StrengthCommercial (office & retail) revenue increased 3.6% YoY to S$86.1 million, with NPI climbing 5.1% YoY to S$65.2 million on a like-for-like basis. The portfolio achieved committed occupancy of 95.5%, while average passing rent rose 0.8% QoQ to S$10.86 psf/month. Office lease renewals were healthy, posting rental reversion of +9.1% in 2Q 2025.🛍 Mandarin Gallery MomentumMandarin Gallery maintained occupancy at 99.0% and achieved stellar re

📌 $Dezign Format(UZF.SI)$ : Riding the Wave of Experiential Growth Ahead of SGX IPO📈 Strong Revenue and Profit TrajectoryRevenue surged from S$18.3 million in FY2022 to S$33.4 million in FY2024, reflecting a 35.3% CAGR, while net profit more than tripled to S$5.0 million over the same period.Gross profit margins stayed resilient at 36–39%, with net margins climbing to 15%, showcasing strong cost discipline and operational efficiency.🌍 Diversification Through Immersive Experiences (LBE)The Group has moved beyond conventional design-and-build services, stepping into Location-Based Entertainment (LBE) with proprietary IP projects like DinoQuest and The Beethoven Experience.It is also targeting new revenue streams through ticket sales, licensing, an

📌  $StarHub(CC3.SI)$ : Resilience Amid Transformation📊 Service revenue totalled S$464 million in Q1 2025, flat YoY, held back by timing issues in the cybersecurity arm, Ensign, while broadband revenue rose ~5% and regional enterprise grew ~10%.📉 EBITDA came in at S$100 million, constrained by mobile gross profit declines due to subdued roaming and mobile services, although cost savings initiatives and enterprise momentum partly offset headwinds.📦 Strengthened balance sheet with net debt/EBITDA at just 1.26x - well below the regional telecom average - continuing to provide optionality for organic investment or potential acquisitions.🚀 Ensign cybersecurity business generated nearly S$400 million in trailing revenues (~15% of group revenue) bu

📌 Centurion Corporation: Turning Dormitory Scale into REIT Growth $Centurion(OU8.SI)$ 📈 Revenue MomentumFY2024 revenue climbed 22% YoY to S$253.6 million, driven by stronger rents across dormitory and student assets and near-full 99% occupancy in core Singapore sites.Gross margin widened five points to 77.1% thanks to utilities contracts locked in at lower rates and tighter vendor management. Management guides for another high-teens top-line lift in FY2025 as new beds come on-stream.💰 Core Earnings SurgeExcluding revaluation gains, operating net profit jumped 45% to S$110.8 million, while headline NPAT more than doubled to S$344.8 million after a S$219.1 million fair-value uplift. Free cash flow improved to S$92 million, supporting both capex an

📌 𝐔𝐧𝐢𝐭𝐞𝐝 𝐇𝐚𝐦𝐩𝐬𝐡𝐢𝐫𝐞 𝐔𝐒 𝐑𝐄𝐈𝐓: 𝐑𝐞𝐦𝐚𝐢𝐧𝐢𝐧𝐠 𝐑𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐭 𝐢𝐧 𝐚 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐅𝐢𝐫𝐬𝐭 𝐖𝐨𝐫𝐥𝐝📦 1Q 2025 SnapshotGross revenue was US$18.1M, and distributable income came in at US$6.3M, down just 1.4% YoY. This decline was largely due to divestments. On a like-for-like basis (excluding divested assets), gross revenue actually rose 3.2% YoY - driven by new leases with Trader Joe’s and Dick’s Sporting Goods, plus rental escalations. $UtdHampshReitUSD(ODBU.SI)$ 🏬 Divesting Non-Core AssetsThe REIT sold off its Lowe’s, Sam’s Club, and Albany Supermarket properties over the past year. These were lower-yielding assets. The proceeds helped reduce gearing and created room for future acquisitions aligned with the REIT’s focus on grocery-anchored, necessity-based retail.🛒 Portf

📌 $Zixin(42W.SI)$ : Ramping Up Growth via Higher-Margin Processed Snacks🍠 Record FY2025 earnings beat expectationsZixin reported FY2025 PATMI of RMB42.7m, a 220% YoY surge beating analyst forecasts by 22%. Revenue grew 33% YoY to RMB278m, driven by stronger sales of fresh sweet potatoes (+72%) and improved margin contribution from processed food and seedlings.🏭 Major capacity ramp-up underwayThe group is spending ~RMB60m in CAPEX to more than double its annual production capacity of value-added sweet potato products from 13,700 to 35,000 tonnes. Cold storage expansion will increase shelf life, enabling price optimisation and access to e-commerce and supermarket channels beyond Liancheng.🥔 Processed snacks gain traction with higher marginsZixin r

$DFIRG USD(D01.SI)$ 📌 DFI Retail - Resilience & Strategic Repositioning📈 Revenue & Underlying ProfitRevenue declined 3% YoY to US$8.87 b in FY2024, impacted by higher tobacco taxes in Hong Kong and the exit from certain underperforming markets. However, underlying profit surged 30% YoY to US$201 m, with EPS rising from US¢11.49 to US¢14.91, reflecting effective cost management and margin recovery.📉 Non‑Trading Charges & Net LossThe group reported a net loss of US$245 m due to US$445 m in non-trading impairments, primarily from goodwill write-downs in Macau and Cambodia, and a fair value loss on its former Robinsons Retail stake. These charges, while non-cash, overshadow an otherwise strong operating performance.📦 Portfolio Simplifica

Hi Tigers, 🔥 SG Market Spotlight is shining bright as local blue chips continue to anchor investor portfolios! While the US tech sector experiences wild volatility, the Singapore market remains a steady haven. From the banking trio’s resilient margins to the strategic recovery in aviation and dividends, the SGX top 10 is showing strong institutional conviction. 🇸🇬 📈 This Week's Top 10 SG Picks from @Tiger_Contra's column 👇 🏦 $DBS(D05.SI)$ | The Dividend Fortress 🧩 Fundamental: High interest rates continue to bolster Net Interest Margins (NIM), making DBS the go-to defensive play for income seekers. 💰 Financial: Last Price: SGD57.70. Consensus price targets remain bullish at SGD 61.33 as div

Banking giants are not boring and recently attracting support with good dividends. Traders are excited to capitalise on price fluctuations.

I’m holding both sides of this barbell — I own $DBS(D05.SI)$ $ocbc bank(O39.SI)$ $Sembcorp Ind(U96.SI)$ because they play different roles in my portfolio. The banks give me stability & steady dividend income, especially when NIM remains strong. DBS and OCBC are core long-term compounders rather than trading positions. Sembcorp, on the other hand, is my growth engine. The renewable energy transition in Asia is a multi-year structural trend. I like that Sembcorp is already executing & hitting targets ahead of schedule, which lowers execution risk. So while ba

📌 $Wee Hur(E3B.SI)$ : Strong Revenue Growth, Strategic Reinvestment and Dormitory Expansion📈 Revenue Up 43% YoYWee Hur Holdings reported a 43% increase in 1H2025 revenue to S$156.0 million, driven by a one-off performance and disposal fee from the partial sale of its PBSA Fund I to Greystar, alongside robust progress in its Singapore property development arm.Gross profit surged 89% to S$84.3 million, lifting margins to 54.1%, while adjusted net profit climbed 164% to S$61.7 million.🏗️ Construction Order Book at Record HighThe Group’s construction order book hit an all-time high of S$629 million, boosted by two new HDB projects worth S$439.4 million secured in May 2025. This positions Wee Hur to capture sustained demand amid Singapore’s public ho

📌 OUE REIT: Resilience and Capital Discipline at the Core📈 DPU Growth Amid Soft HospitalityIn 1H 2025, OUE REIT’s distribution per unit rose 5.4% YoY to 0.98 cents, supported by strong commercial performance and effective capital management. Core DPU, excluding capital distribution in 1H 2024, grew an even stronger 11.4% YoY.🏢 Commercial Segment StrengthCommercial (office & retail) revenue increased 3.6% YoY to S$86.1 million, with NPI climbing 5.1% YoY to S$65.2 million on a like-for-like basis. The portfolio achieved committed occupancy of 95.5%, while average passing rent rose 0.8% QoQ to S$10.86 psf/month. Office lease renewals were healthy, posting rental reversion of +9.1% in 2Q 2025.🛍 Mandarin Gallery MomentumMandarin Gallery maintained occupancy at 99.0% and achieved stellar re

Singapore’s stock market is on fire. The Straits Times Index has surged nearly 13% in 2025, matching the S&P 500 and outpacing many regional peers. With strong dividends, foreign inflows, and the Singapore dollar gaining strength, experts say this bull run is still in its early stages.In 2025, several Singapore stocks have been standout performers. $Singtel(Z74.SI)$ has surged close to 40% year-to-date, powered by stronger telecom operations and dividend growth. $SGX(S68.SI)$ also advanced nearly 33%, benefiting from rising trading volumes and derivatives growth. Even industrial heavyweight $ST Engineering(S63.SI)$ joined the rally, with gains exceeding

This year I’ve been trading Singapore bank stocks, mainly $DBS Group Holdings(D05.SI)$ $ocbc bank(O39.SI)$ . The Straits Times Index rally is impressive, and I wanted to ride the momentum with defensive, dividend-paying financials. So far, returns haven’t matched those of U.S. bank stocks or other U.S. equities. I still value the stability and dividends from DBS and OCBC. While Singapore banks may not offer the same short-term upside as U.S. counterparts, their fundamentals and steady income make them attractive for a balanced portfolio. Watching them alongside the broader market rally has been encouraging. Overall, it’s a learning experience and a way to diversify. My returns aren’t the highest, b

📌 $Dezign Format(UZF.SI)$ : Riding the Wave of Experiential Growth Ahead of SGX IPO📈 Strong Revenue and Profit TrajectoryRevenue surged from S$18.3 million in FY2022 to S$33.4 million in FY2024, reflecting a 35.3% CAGR, while net profit more than tripled to S$5.0 million over the same period.Gross profit margins stayed resilient at 36–39%, with net margins climbing to 15%, showcasing strong cost discipline and operational efficiency.🌍 Diversification Through Immersive Experiences (LBE)The Group has moved beyond conventional design-and-build services, stepping into Location-Based Entertainment (LBE) with proprietary IP projects like DinoQuest and The Beethoven Experience.It is also targeting new revenue streams through ticket sales, licensing, an

[Happy]$AEM SGD(AWX.SI)$ turns in some profits, riding the good time with $Intel(INTC)$[Happy][Happy][Happy][Happy][Happy]

Bought REITs earlier this year, added some position last week. Holding onto blue chip winners like banks, ST, Sembcorp Not sure whether to cut loss on Comfort bought > 10 years ago. 40% down.

already bought REITs when they were depressed ... recently bought parkway health REIT. good diversification. waiting for banks to fall and buy too.

Delighted as long as overall is green; not really bothered by how much made. Enjoy trading to keep green; dread sudden return to red.

Yes, Singapore stock is moving and more active. But, to be honest, I gained more in trading US stock.

I have Singtel since government gave us the share in CPF. been getting dividend with it.

Got la..make some...shy to show la

📌  $StarHub(CC3.SI)$ : Resilience Amid Transformation📊 Service revenue totalled S$464 million in Q1 2025, flat YoY, held back by timing issues in the cybersecurity arm, Ensign, while broadband revenue rose ~5% and regional enterprise grew ~10%.📉 EBITDA came in at S$100 million, constrained by mobile gross profit declines due to subdued roaming and mobile services, although cost savings initiatives and enterprise momentum partly offset headwinds.📦 Strengthened balance sheet with net debt/EBITDA at just 1.26x - well below the regional telecom average - continuing to provide optionality for organic investment or potential acquisitions.🚀 Ensign cybersecurity business generated nearly S$400 million in trailing revenues (~15% of group revenue) bu

📌 $Zixin(42W.SI)$ : Ramping Up Growth via Higher-Margin Processed Snacks🍠 Record FY2025 earnings beat expectationsZixin reported FY2025 PATMI of RMB42.7m, a 220% YoY surge beating analyst forecasts by 22%. Revenue grew 33% YoY to RMB278m, driven by stronger sales of fresh sweet potatoes (+72%) and improved margin contribution from processed food and seedlings.🏭 Major capacity ramp-up underwayThe group is spending ~RMB60m in CAPEX to more than double its annual production capacity of value-added sweet potato products from 13,700 to 35,000 tonnes. Cold storage expansion will increase shelf life, enabling price optimisation and access to e-commerce and supermarket channels beyond Liancheng.🥔 Processed snacks gain traction with higher marginsZixin r

📌 𝐔𝐧𝐢𝐭𝐞𝐝 𝐇𝐚𝐦𝐩𝐬𝐡𝐢𝐫𝐞 𝐔𝐒 𝐑𝐄𝐈𝐓: 𝐑𝐞𝐦𝐚𝐢𝐧𝐢𝐧𝐠 𝐑𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐭 𝐢𝐧 𝐚 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐅𝐢𝐫𝐬𝐭 𝐖𝐨𝐫𝐥𝐝📦 1Q 2025 SnapshotGross revenue was US$18.1M, and distributable income came in at US$6.3M, down just 1.4% YoY. This decline was largely due to divestments. On a like-for-like basis (excluding divested assets), gross revenue actually rose 3.2% YoY - driven by new leases with Trader Joe’s and Dick’s Sporting Goods, plus rental escalations. $UtdHampshReitUSD(ODBU.SI)$ 🏬 Divesting Non-Core AssetsThe REIT sold off its Lowe’s, Sam’s Club, and Albany Supermarket properties over the past year. These were lower-yielding assets. The proceeds helped reduce gearing and created room for future acquisitions aligned with the REIT’s focus on grocery-anchored, necessity-based retail.🛒 Portf

$SATS LTD.(S58.SI)$ : Synergy-Driven Earnings Rebound Sets Stage for Dividend Comeback📈 Revenue MomentumFull-year revenue climbed 13% YoY to S$5.82 billion. Gateway Services grew 10.6% while Food Solutions surged 22%, supported by higher travel volumes, healthy inflight catering demand and resilient e-commerce cargo. Group turnover is now above pre-pandemic peaks, underscoring management’s scale advantage.💰 Profit ReboundPATMI leapt to S$243.8 million from S$56.4 million, driving net margin up to 4.2%. The bottom-line swing reflects synergy capture, disciplined price resets and a waning drag from one-off integration costs. Management guides for continued earnings traction as legacy amortisation tapers in FY26.🏋️ EBITDA & MarginsEBITDA advanc

$DFIRG USD(D01.SI)$ 📌 DFI Retail - Resilience & Strategic Repositioning📈 Revenue & Underlying ProfitRevenue declined 3% YoY to US$8.87 b in FY2024, impacted by higher tobacco taxes in Hong Kong and the exit from certain underperforming markets. However, underlying profit surged 30% YoY to US$201 m, with EPS rising from US¢11.49 to US¢14.91, reflecting effective cost management and margin recovery.📉 Non‑Trading Charges & Net LossThe group reported a net loss of US$245 m due to US$445 m in non-trading impairments, primarily from goodwill write-downs in Macau and Cambodia, and a fair value loss on its former Robinsons Retail stake. These charges, while non-cash, overshadow an otherwise strong operating performance.📦 Portfolio Simplifica