$SpaceX(SPCX.US)
Context: SpaceX stands out to me because it is pushing the boundaries of space exploration while making satellite internet more accessible through Starlink.
My trade: I’m interested in how its reusable rockets could reduce launch costs and create more opportunities in the commercial space industry.
Takeaway: I’ll keep an eye on Starlink’s growth, launch developments and future business opportunities when assessing SpaceX’s long-term potential.
$ST Engineering(S63.SG)
Context: ST Engineering interests me because of its role in supporting critical infrastructure and providing engineering solutions across different industries.
My trade: I’m keeping a close eye on the company’s ability to secure new contracts and turn its strong business presence into sustainable revenue growth.
Takeaway: I’ll pay more attention to its order book, profit margins and earnings performance when evaluating its future potential.
[Orders / Holdings card]
$SATS(S58.SG)
Context: SATS interests me as international travel and air connectivity continue to strengthen, supporting demand for airport services and food solutions.
My trade: I’m taking a longer-term view on SATS and its ability to benefit from recovering passenger traffic and expanding operations across key markets.
Takeaway: I’ll watch passenger volumes, margins and earnings growth to see whether the recovery is translating into sustainable results.
[Orders / Holdings card]
$ST Engineering(S63.SG)
Context: ST Engineering stands out to me because it operates across aerospace, defence and smart technology, giving it exposure to several areas of the economy.
My trade: I’m taking a longer-term view on the company and its ability to grow across these businesses while maintaining steady demand.
Takeaway: I’ll pay closer attention to earnings growth and business performance rather than reacting to short-term market movements.
$NVIDIA(NVDA.US)
Context: I’m interested in NVIDIA because its technology is becoming increasingly important as companies invest more heavily in AI infrastructure.
My trade: Added to my position to gain exposure to the growing demand for GPUs and data-centre computing. I’m looking at the company from a longer-term perspective rather than focusing on short-term price movements.
Takeaway: I’ll keep watching AI spending and NVIDIA’s ability to maintain its competitive position.
[Orders / Holdings card]
$Singtel(Z74.SG)
Context: Singtel caught my attention because of its established presence in Singapore and growing focus on digital infrastructure.
My trade: Opened a position as I’m interested in its long-term transformation and potential income from its established operations.
Takeaway: I’ll pay closer attention to its earnings and progress in growing its digital businesses.
[Orders / Holdings card]
$NVIDIA(NVDA.US)
Context: NVIDIA caught my attention as AI adoption continues to drive demand for advanced computing and data-centre infrastructure.
My trade: Opened a position to gain exposure to the longer-term AI trend and NVIDIA’s role in providing the chips and technology behind it.
Takeaway: I’ll pay more attention to valuation and expectations around future growth before adding to the position.
[Orders / Holdings card]
$ST Engineering(S63.SG)
Context: I was looking to add a more defensive counter to my portfolio, and ST Engineering stood out because of its track record of returning value to shareholders.
My trade: Bought 100 shares at $10.22, mainly for the potential dividend income and steady business profile.
Takeaway: I’ll keep an eye on dividend sustainability and cash flow before deciding whether to increase my position.
[Orders / Holdings card: 100 shares @ $10.22] for tomorrow is this good
$SATS(S58.SG)
Context: I’ve been watching SATS as the aviation and food-services sector continues to recover.
My trade: Added 100 shares at $3.90, looking to gain exposure to the company’s longer-term growth as travel demand and aviation activity remain strong.
Takeaway: I’ll monitor earnings and passenger volumes closely before deciding whether to add more.
[Orders / Holdings card]
$ST Engineering(S63.SG)
Context: I’ve been watching ST Engineering due to its strong aerospace and defence exposure.
My trade: Added 100 shares at $10.22 as I believe the company has solid long-term growth potential and a diversified business. I’ll continue monitoring its earnings and performance.
Takeaway: I’ll focus more on fundamentals and valuation before adding to my position again.
[Orders / Holdings Card]
$ST Engineering(S63.SG)
Context: I’ve been holding ST Engineering and continue to like the company’s steady mix of aerospace, defence and commercial businesses.
My trade: Held my position and took the opportunity to review it rather than chase the price. For me, the thesis remains intact, especially with its recurring revenue and diversified operations.
Takeaway: I’d rather stay patient with a quality holding than trade in and out unnecessarily.
