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Wolf Money(HRnetGroup Ltd)

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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 bought an initial position in HRnetGroup on the assumption the good dividends will continue. I have no doubt given the huge cash pile in the company and good cashflow from the business, the generous dividend can continue. The group cash and liquid investments, which are mostly in t-bill, structured notes and gold, are highly fungible into cash. At $332m or 34c per share in cash and investments represent close to 50% of their share price. They are in net cash position with no debt. I am taking an initial interest to reconstruct my portfolio. At current price, the stock is trading at 6.5% yield. The company has paid out at least 4c over the last 4 years. They have decided to bump up the dividend by another 10% in 1H26 to 2.2c despite a 30% drop in net profit recently. If everything remains the same, the final year ...
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Wolf Money(World Market Review 12-18 Oct 2026)

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  (Image credit: Moneycontrol.com) Market Summary 12-18 Oct 2026 *USA*  -US CPI up from 3.4% to 3.7% YoY in Sept, Core CPI rose 2.6% vs Aug’s 2.4%, gasoline rose 9.1%, accounting for >50% of headline index’s increase  -US producer price index up 1.3% MoM in Sept, up 6.3% YoY, largest 12-mth increase since Dec 2022, 2nd highest on record ± US business inventories in manufacturing and trade sectors rose 0.4% MoM in Aug to US$2.82 trillion, up 4.6% on annual basis   + US retail sales up by 0.8% MoM in Sept on gasoline receipts, landing at US$745.0bn, vs forecasts 0.3% gain   -US major indexes closed the wk mostly lower, sharp sell-off in AI related stocks, Nasdaq declining 4.48% + US initial applications for jobless benefits at 199,000, 5th consecutive reading below 200,000 + US weekly employment added 24,750 jobs: ADP   -US budget deficit stood at US$1.99 trillion for 2026 fiscal year, largest in 5 years  + US industrial production up 0.7% MoM in Sept...
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Wolf Review(The Pocket Tiffany by Caroline Young)

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  (Contents) The Pocket Book on Tiffany & Co by Caroline Young gives a concise overview of the history of Tiffany. Tiffany is known for its fine jewellery and quality luxury products. From diamond to the little blue box, in the process bringing joy to millions of ladies.  The journey of Tiffany started in Killingly, Connecticut, US. At the age of 15, Charles Lewis Tiffany managed the family general store and the family cotton manufacturing business. He had great ambitions of setting up his own company, which he later founded together with John B. Young, his childhood schoolmate, with the help of a $1000 loan from his dad. Tiffany’s journey to becoming one of the world’s most admired brands began in New York in 1837. The former name of Tiffany & Young gave way to Tiffany & Co after co-founder, John Young decided to sell out. With sole ownership, Charles began experimenting with unique marketing strategies. Direct mailing catalogue was revolutionary at its time. The...
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Wolf Money(World market review 5-10 Oct 2026)

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  (Image credit: medium.com) Market Summary 5-10 Oct 2026 *USA*  -US median inflation expectations for year ahead rose 0.3% to 3.9% in Sept, highest level since May 2023  -Fed most officials see another rate hike by year end: Minutes  -US Oct Index of Consumer Sentiment reading dropped to 5-mth low of 46.3   + US ISM reported its services PMI at 54.9 in Sept vs 55.4 in Aug; Survey’s prices index up 1.4 pts to 74, highest since Jul 2022  + US initial jobless claims fell to 197,000 at over 2-mth low, below forecasted 200,000 claims  -US trade deficit soared 13.7% to US$105.6bn MoM in Aug   -US crude inventories fell by 3.186m barrels, biggest drop in 5 weeks  -US 30-year fixed mortgage rate up 19bps to 7.49%, highest since Nov 2023; mortgage applications fell 3.2% to 20-mth low  -US sells US$38.7bn in 10-year notes at 5.3% yield, sells US$21.9bn in 30-year bonds at 5.618 yield  -US Congressional Budget Office estimates US 2026 budget ...
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Wolf Money(Delfi Ltd)sold

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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 . Delfi had broken the first support at 70c and triggered my stop loss. I suspect the market are focusing on the Indo Rupiah hitting INR 18000 against the USD. The sentiment in the market towards small and mid cap is poor. I am taking a cautious approach to the market by having very tight cut loss margin. LWF suffer a 2.5% loss on the position. It will be accounted for the fund’s p/l towards the end of the month. LWF holds no share in Delfi. 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.  Telegram Channel https://t.me/joinchat/oCgkD3sQFRMzMWM1 ( https://buymeacoffee.com/lonewolfinvestor ) Disclaimers   All investments ...
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Wolf Money(World market review 28 Sept - 4 Oct 2026)

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  Market Summary 28 Sept – 4 Oct 2026 *USA*  ± US PCE rose 0.3% MoM or 3.4% YoY in Aug, Core PCE up 0.2% or 3% YoY, both unchanged from Jul’s revised readings   + US inflation data for Aug came in softer than expected, lowering market expectations for Oct Fed interest rate hike   + US Q2 GDP growth revised to 2.2% annualised rate from 1.5% on higher investment, consumer spending, govt spending   + US Manufacturing PMI reached 54.5% in Sept vs 54.6 in Aug, prices index jumped 6.8 pts to 77.9, highest reading since May  -US consumer confidence hits its lowest level since 2014  + US consumer spending up 0.9% or US$190.8bn in Aug, the most since Mar   + US inflation-adjusted personal spending up 0.6% MoM in Aug, the most in 17 mths  + US personal income rose 0.2% MoM to US$27,627bn in Aug ± US economy added just 29k jobs in Sept, vs expectation of 90k, with unemployment rising to 4.2% vs 4.1% in Aug  + US private businesses added 90k jobs in...
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Wolf Money(Portfolio update end Sept 2026)part 2 long post

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(Image credit: Wikipedia; Johnny Hates Jazz and Lone Wolf Hates Mess) Turn back the clock After the 2008 GFC Subprime debacle, the U.S. senate introduces the Dodd-Frank's retention rule. The rule states the originator of a deal, like a financial firm needs to keep 5% equity of the investment. The Security Exchange Commission has recently ruled that the originators of data centres securitisation are excluded from the Dodd- Frank’s ruling. Data centres are essential to the growth of AI. Many companies have poured money, trillions on it, to build the backbone of AI infrastructure. Data centres, especially those dealing with AI may get obsolete as fast as they are been build due to the gigantic amount of electricity required to power those data centres. As AI chips get more powerful, data centre’s power generation capacity will be underwhelmed very quickly. Many data centres built just 3 years ago can’t keep up with the higher power requirements. The stress on local grid also limits th...
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