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Wolf Money(Thai Beverage sold)

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  (Image credit: CNA) I have decided to sell off my position in Thai Beverage. The stock has massively underperformed the rally in STI. The heightening security situation near the Thai-Cambodia border is also a concern. I have decided to sell first and ask question later. I would reconsider my position after their result in mid-Aug. August, historically, has always been a weak month for equity markets. It is prudent to size down my portfolio after a strong July. Lone Wolf Fund walked away with some beer money. More details at the end of the 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...

Wolf Money(Portfolio update end July 2025) part 1

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  (Image credit: Wikipedia; Chicago Bulls) Bulls or fools? In 1998, the Chicago Bulls won their last NBA title. It was their sixth and final one. Michael Jordan had previously inspired a generation of mine to play basketball. Many people including myself still believe, Michael Jordan, is still the best player in NBA history. The free scoring shooting guard helped Chicago win their 6th NBA title. While fans were celebrating the victory, economic malaise was spreading like wildfire in South East Asia. The Asian Financial Crisis was triggered by the devaluation of the Thai Baht. Many stock markets in ASEAN were in free falling mode for the past year. Massive unemployment caused street protests in many ASEAN countries. Some companies in Singapore were hit by the massive devaluation of the Indonesian rupiah. By the time, index bottomed out at 939 points, two months after the Bulls’ win. Many investors have suffered huge losses. Properties were on fire sales with some units going at a 50...

Wolf Money(world market review 14-20 July 2025)

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  (Image credit: Azquotes.com) Market Summary 14-20 Jul 2025 *USA* + US annual inflation rate at 2.7% in Jun, highest since Feb, vs 2.4% in May, prices rose more for food, transportation services, used cars and trucks; CPI rose 0.3% on mthly basis, largest increase in 5 mths; core consumer prices rose by 0.2% MoM in Jun + US retail sales rose 0.6% MoM in Jun to reach US$720.1bn vs expectations of 0.1% gain  + US Consumer Sentiment Index up 1.8% in Jul MoM to reach 61.8, highest in 5 mths + US year-ahead inflations expectations complied by survey of Uni of Michigan inched lower to 4.4% in Jul from 5% in Jun  + Trump and Xi tipped to meet ahead of or during Apex summit in South Korea + US initial jobless claims fell 7000 from previous wk to 221,000 to 3-mth low  + US producer prices unchanged in Jun from May, following upwardly revised 0.3% rise  + US manufacturing output rose 0.1% in Jun, rises for 2nd mth; industrial production rose 0.3% vs expectations of 0.1% ...

Wolf Money(Singapore Savings Bonds Aug 2025 review)

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  The yield on our government securities is in a steep decline. 6 months T-Bill is giving 1.79% only, far cry from the days when it was above 3%. Investors who are doing the T-bill ladder will be getting much less returns, almost half compared to those issues one year ago. Given the context of the overall decline in interest rates. SSBs yield does look a hair more attractive than the T-Bill with first year yield at 3 base points higher and an average 10 year yield of 2.29% . The closing date is on the 28th July@9pm. God Bless. Please follow 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 f...

Banyan Group(Sold)fully

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  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 sold my holdings after it falls below my trail. The latest sale produced a return of more than 50%. LWF holds no share in Banyan Group.  More detail at the end of the month. Some profit will go to charity organisations I support. 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 o...

Wolf Money(Banyan Group)sold another 20%

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  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 . Good morning, I usually don’t comment on partial sales of my share, but due to substantial interest in the stock and for the benefit of transparency. I have decided to disclose my partial sale of another 20% of my holdings due to the share breaking my trail stop. The sale has allow me to lower my holding cost to below sub 20c. The goal is to fully recover my invest dollar back. With the sale, I am holding 50% of my original position. It also put the Lone Wolf Fund in a favourable position to make a profit in Banyan barring any catastrophic event. The latest sale provided a gain of more than 57%. I will continue to hold the share with strict trail stop strategy in place. Thank you. God Bless. Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form f...

Wolf Money(Banyan Group)partial sold 30%

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  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 usually don’t comment on partial sale of my shares, but due to substantial interest surrounding the stock and for the benefit of transparency. I have decided to disclose my partial sale. I have decided to let go 30% of my Banyan Group holdings to lock in some profit and to lower my average price. I continue to hold the rest with strict cut loss strategy in place. Return on investment in excess of 65% for holding period of a month. More detail at the end of month portfolio update. Thank you 🙏 .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...