Dacai

$Suntec Reit(T82U.SG)I was expecting this to go down further today to $1.39-1.40 which has been quite a strong support level and would be a good price to add to my positions but it made a nice recovery to S$1.45. Looks like the market is reacting to the news of Trump calling off the strike on Iran.

I have a few Singapore semiconductor stocks but the price has also retreated quite a bit, following the US market. I hope I don’t regret not taking profits yesterday.

I have a few Singapore semiconductor stocks but the price has also retreated quite a bit, following the US market. I hope I don’t regret not taking profits yesterday.

$Suntec Reit(T82U.SG)Look like reits are once again impacted by the rising yield of US Treasuries and fears of inflation. Will nibble some if it goes down some more as I believe the convention bookings are still holding up.

$IFAST(AIY.SG)Another dividend of $0.025 is going ex-dividend on 26 May 2026. The first EQDP fund, Fullerton Singapore Value-Up, has this stock in its holdings. I hope more EQDP funds will take an interest in this counter and push up the price to a level that reflects its good financial results.

I am still riding the AI parabola but I will be wary of adding more at this point as the risk is higher of being trapped at or near the peak.

I am still riding the AI parabola but I will be wary of adding more at this point as the risk is higher of being trapped at or near the peak.

I am still bullish about banks. The 3 local banks have strong balance sheets and are reliable payers of dividends.

I am still bullish about banks. The 3 local banks have strong balance sheets and are reliable payers of dividends.

It will be interesting to see what happens as a result of Trump’s visit to Beijing. I’m not vested though.

It will be interesting to see what happens as a result of Trump’s visit to Beijing. I’m not vested though.

$Suntec Reit(T82U.SG)This is just a temporary dip in the wake of news from the Middle East. To be honest, I’m getting quite sick of monitoring the situation there. Things are constantly flipping back and forth. I just stick to fundamentals in my investing and wait for my dividends.

The US market is crazily bullish for tech stocks. The danger for those who have yet to enter is if they will be entering at a high point.

The US market is crazily bullish for tech stocks. The danger for those who have yet to enter is if they will be entering at a high point.

$IFAST(AIY.SG)This is still in the consolidation stage. Not sure when the breakout will happen. Previous two times it took about 2 months to recover from a decline. It is already 3 months this time. It will probably hit $8.50-8.60 tomorrow.

$Suntec Reit(T82U.SG)If the price drops more, I may add more. I have held this stock for more than a decade and collected a five-figure sum in dividends. Thinking back, I should have DCAed when it was at the lowest, a near 50% drop from the current price.

OCBC may rival DBS’s yoy performance. It is the majority shareholder of Great Eastern which can funnel high-networth clients to its private banking subsidiary Bank of Singapore. Last year, OCBC reported double-digit growth in wealth management fees and non-interest income. With the war, wealth is flowing out of the Middle East. Singapore is seen as a safer haven so strong banks like DBS and OCBC will attract net new money.

I think OCBC will continue its capital return program by doing share buyback.

OCBC may rival DBS’s yoy performance. It is the majority shareholder of Great Eastern which can funnel high-networth clients to its private banking subsidiary Bank of Singapore. Last year, OCBC reported double-digit growth in wealth management fees and non-interest income. With the war, wealth is flowing out of the Middle East. Singapore is seen as a safer haven so strong banks like DBS and OCBC will attract net new money.

I think OCBC will continue its capital return program by doing share buyback.

I am into local banks, SGX and mid cap stocks like Sheng Siong that can be potential beneficiaries of the EQDP.

I am into local banks, SGX and mid cap stocks like Sheng Siong that can be potential beneficiaries of the EQDP.

$Suntec Reit(T82U.SG)I’m happy to see that post ex-dividend date 30 April, it is going towards the recent high of $1.53. Hope it can make a new high. I am looking forward to getting my dividend on 29 May.

$IFAST(AIY.SG)It is approaching the previous support of $8.50. This may be a good opportunity to DCA. What’s holding me back is I have a fairly large position in this already and there are other stocks that I am interested in. 8 May is ex-dividend date so the price may fall further that day. Decisions, decisions.

$IFAST(AIY.SG)Many stocks in the Singapore market fell yesterday. Will iFast perform better today since the US market was green last night? iFast did another share buyback yesterday which seems like a promising signal.

I’m interested to see if Seagate and Sandisk will continue to make new highs. The demand for memory chips is growing.

I’m interested to see if Seagate and Sandisk will continue to make new highs. The demand for memory chips is growing.