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Wolf Money(portfolio update end Feb 2025)part 1

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  (Image credit: Business Times) Licensing of finfluencers   In a recent parliament sitting, the topic of licensing finfluencers for their work was mentioned. There are downside risks to such regulations. These are my point of views. The increase regulation on anything will have an impact on the industry that is being regulated. I have no sympathy for those finfluencers playing the pump and dump game by trying to influence the outcome of the stock price. In my observation, most finfluencers are providing contents that are of a reasonable basis because if one is talking nonsense without due processes, the channel wouldn’t take off. Of course, I wouldn’t go into detail whether they are good or bad advices. At least in my observation, most followers of financial channels on social media are consuming those videos for entertainment and knowledge. There are also viewers who have already been sold on a certain financial products or stocks that are mainly seeking confirmation to thei...
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Wolf Money(New $5 billion scheme by MAS to boost S’pore stocks as part of measures to revive SGX)

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  (Source: The Straits Times) Great news for the stock market. I applaud MAS for leading the way to increase the vibrancy of the Singapore market. One of the major changes which I think will move the needle for our stock market is the changes to the composition of what a GIP can invests. It is about time the family offices do something for our market. Thank you 🙏  “Currently, the programme’s applicants investing under the Family Office option must establish a single family office with assets under management of at least $200 million. Of that, a minimum of $50 million must be deployed into qualifying investment categories consisting of listed equities, real estate investment trusts, and other non-listed Singapore-based operating companies, among others. Going forward, the qualifying investment categories will be narrowed to only equities listed on approved Singapore exchanges, MAS said.” I hope more measures can be fore-coming. I have listed down my 15 points wish list . We ho...
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Wolf Money(Genting Singapore FY 2024 results)

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  (Source: ggrasia.com) Genting Singapore reported a 5% drop in profit for the year end Dec 2024. Q4 shows a good turn around with gaming revenue going up 26% due to better win rates. The company is purposing a final dividend of 2c, bring the total dividend to 4c for the year. Dividends will be paid towards the end of May. With the opening of Minion Land this month and the strong tourists numbers coming to Singapore in January 2025. Tourist numbers were up close to 15% year on year. I am hopeful of a good 1Q 25. More details will be shared during the end of month portfolio update. God Bless. 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 read...
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Wolf Money(Wilmar International FY 2024 results)

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  Wilmar International’s net profit was down 23.3% to USD $1.17b in FY2024. The bigger percentage drop was due to USD $231m ex.gain from the sale of their Moroccan unit in last year result. The drop in full year net profit was around 10% if gains were excluded. The company is purposing a cash dividend of SGD 10c per share to be paid in the middle of May. Mr. Kuok remains optimistic and confident of producing a satisfactory results in 2025. More details at the end of month portfolio update. God Bless. 🙏 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 pro...
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Wolf Money(Singapore Saving Bonds March 2025 review)

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  (Source: MAS) March SSBs give an attractive 2.97% yield. With the drop in 6 months T bills to 2.9%, SSBs is a decent place to hold some retirement fund especially for those looking for a safe heaven for their money after the closure of CPF SA account. Closing date of this month SSBs falls on 25th Feb@9pm. God bless. 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 publish. Much of our information is derived directly from information published by c...
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Wolf Money(world market review 10-16 Feb 2025)

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(Image credit: Marketmegood.com)   Market Summary 10-16 Feb 2025 *USA* -US Jan CPI rose by 0.5%, core CPI rose by 0.4% MoM, bringing headline CPI to 3% n core CPI to 3.3% YoY  -Powell indicated there’s no imminent end to balance sheet wind down process, no signs yet that market liquidity has shrunk enough to affect the Fed’s reduction in holdings of Treasury n mortgage bonds -US retail sales posted largest drop in nearly 2 years in Jan, contracted 0.9% MoM vs forecasts of 0.1% drop + US producer prices up 0.4% MoM in Jan, above forecasts of 0.3% led by food and energy prices, core producer prices up by 0.3%  + US industrial production increased by 0.5% in Jan vs market expectations of 0.3%  -US manufacturing production fell 0.1% in Jan weighed down by sharp decline in motor vehicle output -US business inventories fell by 0.2% MoM in Dec vs 0.1% increase in Nov, first drop in 9 mths  -US is looking beyond tariffs and non-tariff barriers to examine currency manipu...
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Wolf Money(Delfi Ltd)

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  I bought myself a Valentine gift today. A chocolate company to be precise. Delfi is the maker of Van Houten Chocolate, my favourite chocolate since childhood.  Van Houten is the favourite chocolate of many households in the bygone years of CNY. The company is facing cost pressures with the sharp rise in cocoa price and the weakening Indonesia Rupiah against the USD. I am taking a small position to keep myself interested in the company. Share is trading close to 52 weeks low and it comes with a 6.5% dividend yield. First support can be seen at 72c and 62c level. I have no idea how the position will turn out. The company is in a net cash position. Very conservative balance sheet. More details at the end of month portfolio update. God Bless. 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...
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