Lone wolf investor

(Image credit: APAC Realty) The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer . I have taken a small position in APAC Realty. I previously took a stand of not investing in small cap stock with capitalisation below $250m. This is more like a random buy sparked by the recent news of renewed interest in new property projects. APAC Realty runs ERA, the second-largest property agency after PropNex. The agency business is quite easy to understand as compared to a property developer. I like the agency business because it is purely a service business without the usual risk associated with a property company. Very little money is spent on buying fixed assets. It is largely a human business. I see the agency business as a number game. When the property transactions are up, the profit of agencies will go up. Below are the few points which I have observed. 1.) ERA has the bulk of the

  (Source: MAS) This month yield on SSBs rebound after the surge in SGS 10 years bond yield. The yield on SGS 10 years mimics 10 years UST climb after Donald Trump victory. Given Trump’s inflationary economic policies, the market is expecting inflationary pressure to come back. I wouldn’t be surprised Jan issued SSBs come with a higher yield. Closing date is on the 26th of Nov@9pm. Good luck to those applying. Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form filling, no payment required, no collection of data, no data mining, no hard selling, no obligation.  https://t.me/joinchat/oCgkD3sQFRMzMWM1 Disclaimers   All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We also encourage reader to get personal advice from your professional investment advisor and to make independent investigations before acting on information that we publ

  (Source: Business Times) As we head towards the end of the year. Everyone will have their own resolutions for 2025. If fairy godmother could grant me a wish list for our stock market, these will be my wish list. I hope some of the suggestions can be considered for the improvement of our exchange. MAS has nominated a group of stakeholders for a comprehensive review on how to revive the Singapore stock market. The background of the review was well reported, which I can summarise in one sentence. Capitalists and investors have a tough time finding any reason to raise money and invest in our market.  The poor performance over the last decade was well reported. Although the recent uptick in our market is an encouraging sign, but most small and mid-cap companies are struggling to gain attention for better valuations. Besides, the STI index is supported by the fabulous four, namely the three local banks and SingTel. If one is not invested in the banking stocks or SingTel, the portfolio woul

  (Image credit: AP) Surprisingly it was an easy win for Donald Trump. The White House, the House of Representatives and The Senate all have one colour on them. Red! I listed down my general observations and predictions from this election and what it holds for the next 4 years. *High interest may continue given Trump inflationary policies. Powell unlikely to cut rates much, he might get replaced by Trump. *Oil likely to do well in an inflationary environment. Given Texas is a Republican stronghold *Western allies likely to hedge their bets given their past grievances with the Trump administration. Western countries ties with China will improved. *Crypto and Elon trades likely to benefit *Chinese economy to be more subdue over the next 4 years *China’s stimulus is likely to be more measured going forward due wide interest rate differential between US and China. Too much stimulus might cause an unwanted currency crisis due to capital outflows. *Asian economies growth to slow due to tarif

(Contents) Living the Asian Century. AN UNDIPLOMATIC MEMOIR by Kishore Mahbubani is different from his earlier books which were largely geopolitics focused . This book is more personal. It was a beautifully written memoir on one of Singapore’s most established diplomats. It feels like a well aged vintage wine that drew you into his story. The professor, being a very good storyteller, brings you on a time travel machine with his memories of his childhood years. His story mimics those of Singapore’s success.  He attributed his personal success to two miracles. First coming to Singapore to join his father who was on odd jobs and the awarding of a life transformative President scholarship by the Singapore government for his university education. Through this gift of education, it created the opportunity for him to turn around his family’s fortune. The professor gave a glimpse of what it was like growing up. He mentioned his great fortune of been able to grow up in Singapore, something he

  I have decided to buy back half of my sold position in Wilmar Int’l after the recent bad 3q result. Three things might potentially shift the needle in 4Q for Wilmar are as follow. 1.) China undertaking another stimulus this week if any. 2.) The Adani Wilmar 13% stakes sales worth close to USD 700m(50% owned) by end of Feb 2025 to meet regulatory requirements of a minimum 25% float. A sale may induce the company to pay a special dividend. 3.) The surge in palm oil prices to year high of MYR 4894. The company in its recent Q3 update mentioned about a rise in palm oil production. Surging prices and increasing production likely to help their bottomline. The geopolitical situation in Middle East provides support for crude which palm oil prices follow closely. (Source: Wilmar; Management guided for higher palm oil production) (Source: Tradingeconomics.com; Palm oil prices at 1year high)  I am moderating my position due to ongoing uncertainty around the world. As usual, no point predicting