Jason88888

Total Assets

Ranks in the top 1% of account holders by total assets Calculated based on your Longbridge (Singapore) A/C

Traded Value

Achieved a total trading volume of 100K USD

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3Followers
31Badges
58Likes & Favorites

Week 4 – My Portfolio Health Check

1. A sudden jump in $ThaiBev(Y92.SG) price helped my over portfolio. They have recently reported better than expected profit margin and potential speculations of listing their Beer and Spirit businesses. Watch out for the breakout.

2. My biggest portfolio $Olam(VC2.SG) has consolidated slightly over the past week. I still believe it's potential especially Temasek holds around 52%. I expect special dividends is coming.

3. Recently added $ComfortDelGro(C52.SG) as the price dropped to very attractive price. When oil price stabilised, it should move up.

4. The hiccup in M1 divestment caused $Keppel(BN4.SG) to drop quite a bit. Happy to continue my DCA.

Well done $ThaiBev(Y92.SG) for jumping 4.7% to 0.45 today. You have done me proud. I will see you at 0.47 or higher soon.

There are still opportunities in SG mid-caps, but don't forget SG blue chips who were beaten down recently due to lower profit in the latest results. Good luck, everyone!!!

$Genting Sing(G13.SG) reported results that missed expectations due to elevated expenses and weaker VIP volume. Their casinos win less, but their non-casino businesses are doing well. This pulled down the overall results. The stock dropped >10% due to panic selling.

I personally think that casinos sometimes win big and sometimes win small, but casinos will always win money.

As Warren Buffett says: Be fearful when others are greedy, and greedy when others are fearful.

Looks like people are fearful now. Is it time to get greedy? Prepare to hold for a while if you believe in this stock.

DYODD. Best luck will be with us, always!!!

$ThaiBev(Y92.SG) reported lower overall profit due to impairment loss from discounted operations, but core profit improved by 7.9% with higher margins. This is more important as we can expect profit growth moving forward. This stock looks attractive now.

DYODD, good luck!!!

Week 3 – My Portfolio Health Check

1. There is a slight consolidation past week, hopefully a healthy one.

2. $Keppel Reit(K71U.SG) saw a heavy sell down today, thanks to Keppel for distributing $Keppel Reit(K71U.SG). It created an opportunity for me to accumulate.

3. $SATS(S58.SG) looks attractive again. Time for some actions.

Happy trading !!!

Week 2 – My Portfolio Health Check

A big jump to my portfolio, thanks to $Olam(VC2.SG) darling.

1. Grateful to Olam's surge. I will start to take profit from $1.30 slowly, just like how I DCA this stock previously.

2. Sad that the rest of the stock have not really move much.

3. My next DCA target is $Genting Sing(G13.SG) and $Keppel(BN4.SG). Wish me luck.

$Olam(VC2.SG)Huat ah!!! You are my biggest gain this year, I'm proud of you. I believe you can deliver more. I will wait for you at $1.20 or higher. If you have this stock, do watch out and don't forget to take profit (celebrate small wins).

$CapLand IntCom T(C38U.SG) You are getting bigger and bigger. Still waiting for you to break your resistance level. The sponsor has a lot more good assets for you to acquire.

$Mapletree Log Tr(M44U.SG) I managed to accumulate this stock at around $1.16. Hope the upcoming quarter result is good (finger crossed), especially it's China portfolios.

Week 1 – My Portfolio Health Check

1. My biggest holding, Olam, is doing well this week. It pushes my entire portfolio up.

2. Though I am hoping REITs will do well this week, but some results announced this week are slightly disappointing. I still believe REITs will improve moving forward when the interest rate drops.

3. Seatrium continues to hold up there. I believe there are more upsides especially when oil prices are expected to remain high for a while due to the Iran War.

Looks like $Seatrium(5E2.SG)is going to move further. Higher for longer oil price and improved geopolitical environment make this stock look attractive. If it can win some deals soon, it will fly to the sky.

$Olam(VC2.SG)Bingo, lucky I managed to average down my cost over last few weeks. I believe there is still room to move up. My next target is 1.05, especially with more good news from management.

$Sembcorp Ind(U96.SG)Energy stocks like Sembcorp Ind will thrive during uncertain time like now. Keep an eye on it. I'm waiting for you above $7.20.

$CapLand IntCom T(C38U.SG)Looks like more upside in coming days and weeks. Let's enjoy the dividends while seeing the price move up. Happy trading everyone!!!

Happy trading with lots of luck!!!

More Fed cut in 2026?