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Woohoo! Thank You LongBridge. Amazing win on guessing Xiaomi rise..So happy.

Link Reits HK0823 new management are selling non core assets to hold my cash, pay debts and looking for strategic opportunities to beef up their core. Sold The Swing @ Thomson Plaza, now in discussions to sell Australian office assets. Markets are reacting to this news positively. I believe their NAV should improve further over time once all or most of their non-core are sold. $LINK REIT(00823.HK)

Elok is the man! His vision & chasing such BIG dreams is amazing..for a human being, unless he’s an Alien.

I agree. Think Trump has more to lose if this war continues. Mid term election is already not looking good for him & The Republicans.

1) We are at stalemate. Global oil shock stays elevated. Higher oil prices, less driving for me. Got to strategize & plan trips to save on fuel, especially so in Singapore ridiculous pump prices.

2) John Ternus incoming Apple CEO has BIG shoes to fill. Untested, so investors and market will be cautious. Might be wise to take some chips off the table while we wait & see.

3) Singapore economy will be impacted at H2 onwards despite a strong Q1 finish. Dark clouds are on the horizon and is evident with more F&B closure and shops giving up the physical mall space as you walk around. High consumer prices are also driving consumers to budget their spending on necessities items, think travel & luxury will be hit bad first.

1) We are at stalemate. Global oil shock stays elevated. Higher oil prices, less driving for me. Got to strategize & plan trips to save on fuel, especially so in Singapore ridiculous pump prices.

2) John Ternus incoming Apple CEO has BIG shoes to fill. Untested, so investors and market will be cautious. Might be wise to take some chips off the table while we wait & see.

3) Singapore economy will be impacted at H2 onwards despite a strong Q1 finish. Dark clouds are on the horizon and is evident with more F&B closure and shops giving up the physical mall space as you walk around. High consumer prices are also driving consumers to budget their spending on necessities items, think travel & luxury will be hit bad first.

$TRIP.COM-S(09961.HK)

Given the wars ongoing with no end in sight, inflation has arrived at most shores. Higher oil prices and food prices are evident in many economies. I think many will be careful on their travel spending and this will affect OTA companies like TRIP.com, Bookings etc..Will be a buyer for TRIP.com at HK$300-$320 to give myself safety margin given the poor macroeconomic conditions. Also the China regulator crackdown is not yet over and will likely see a fine as penalty warning. Watching TRIP.com closely..

LInk Reits HK00823 sold Thomson Plaza for a good 23% profit (S$250mil). Likely to see the rest of their SG properties (Jurong Point & AMK Hub) put up for disposal as the new management sells off overseas properties to remain focus on core HK properties, new strategy. This is my opinion, as I see it unfolding..Not a buy or sell call.

Fed is in a dilemma. On one hand, he is cautious of rising inflation due to wars & tariff, on the other hand, he is watching unemployment rate in the labor market. Do nothing is the best current strategy for the Fed, till events becomes clearer. Singapore is pivoting to partner other trading blocks to increase trade export to like minded countries. And fast adoption of AI to enhance productivity to address rising cost of doing business here. Is all hands on deck. Singapore has to be ahead of the curve due to fast changing political and economical landscape changes to keep growth on track.

$BABA-W(09988.HK)

TRUMP TACO again..48hrs came & gone, now postponed his military strikes on IRAN civilian infrastructures & Power plant. Added more position to Alibaba HK today at 118 level. Strong support at 120. Will add more at 100 when opportunity surface. Continue to DCA slowly. Alibaba is a slow bull now as a growth stock.

Good Morning..Year of the Horse riding into 2026, watching Tencent HK0700 closely. Drop almost 4% yesterday, hoping to make an entry @ 500 or lower.

Incoming Hawkish Fed plus rising inflation (due to effect of US Tariff) , might have a change of course for SG REITS. Am not vested in US equities, hoarding Cash for re-entry when market corrects substantially..I think Fed rate will go down very gradually and not in any explosive manner. Might even see 1 or 2 hikes along the way.

With more FED rate cuts expected in 2026, SG Reits will benefit from lower borrowing cost, higher DPU. Fully vested into dividend income Reits sectors to ride the gradual waves. As more Investors looking for steady income in an ever risky environment, Reits should hold well on its own. Not financial advise, just sharing my Reits journey.

Recapping my 2025 investment, I bought into HK market as they seems undervalued, especially the Chinese Banks, Insurance, and Tech stocks. For 2026, my investment goals is to rebalance my SG equities to sell on strengthen and keep some dry powder on the side for periodic entry when I see value. Watching REITS, Infractions & Energy sectors.

Bought some at HK35 and HK44 few months back. Hope to see HK70 soon. Bullish trending still in play.

Merry Christmas. Santa Clause Rally.

Bought some at HK35 and HK44 few months back. Hope to see HK70 soon. Bullish trending still in play.

Merry Christmas. Santa Clause Rally.

PIng An HK$70 target on its way…now trading at 66.20

$PING AN(02318.HK)