Posts

Wolf Money(Hotel Grand Central)

Image
  (Image credit: Hotel Grand Central) 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 had the opportunity to buy back the share at a lower price over the past week. Previously, I sold the shares before going for my vacation. Due to liquidity constraints, I couldn’t communicate my position early. The upcoming 1H in Aug should show an improvement in earnings with the rise in AUD vs Singapore. Australian dollar is 9% stronger against the SGD since last year. The Auckland hotel occupancy rate has increased due to the opening of Auckland International Convention Centre. The stock is trading at a 56% discount to NAV. I hope the management will address the undervalued stock price by increasing the dividend payout to improve shareholders’ return in the upcoming 1H 26 results. Kindly note the stock is thinly traded. More details at the end of month update. God Bless. Ple...

Wolf Money(world market review 22-28 June 2026)

Image
  (Beautiful Japan: Senbon Torii Gates) Market Summary 22-28 Jun 2026 *USA* -US PCE inflation up 0.4% MoM or 4.1% YoY in May, highest since Apr 2023; Core PCE at 3.4%, highest since Oct 2023    + US personal income up 0.7% MoM in May at 10-mth high + S&P Global Flash Composite PMI index rose to 52.2 in Jun, highest in 5 mths, Services PMI at 51.3, up from 50.7, Manufacturing PMI rose 0.6 to 55.7, highest since May 2022  + S&P Global Manufacturing PMI rose to 55.7 in Jun, reaching highest level since May 2022  + US Q1 GDP revised upwards to 2.1% from revised 1.6% as imports growth revised lower from 11.8% vs 21.1%   + US Consumer Sentiment index revised higher to 49.5 in Jun, vs preliminary reading of 48.9  -US current ac deficit widened to US$226.8bn in Q1 from revised US$2221.1bn in Q4  -US goods trade deficit widened to US$105.8bn in May, vs US$83bn in Apr; imports rose 3.6% to US$313.4bn, highest in 14 mths, exports down 5.4% to US$207....

Wolf Money(Singapore Savings Bonds July 2026 results)

Image
  (Source: MAS) Out of the $300m SSBs on offer, $221m found buyers. All applications within individual limits got filled. The results weren’t too surprising. Next month’s yield will be similar to that of July 2026. Good luck. 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 companies or submitted to governmental agencies on which we believe are reliab...

Wolf Money(Olam Group)

Image
  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 re-entered Olam after the recent price weakness. I am buying with the view of their upcoming half yearly earnings showing a substantial improvement. There will likely be some sort of special dividend after completion of close to $3b in disposal in related companies. Of course, nothing is guaranteed until the company’s board decides on the matter. Recent corporate news includes redemption of preps by the company which will allow the company to save on substantial interest cost. More details at the end of the month 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 ...

Wolf Money(Jardine C&C)sold

Image
  Sold Jardine C&C test case after it triggered my stop loss. The weakness in price is puzzling. There is a decision by MSCI tomorrow on whether to downgrade Indonesia from emerging to frontier market. There was a 2.5% drawdown on the position which will be accounted at the end of the month. 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 compani...

Wolf Money(Singapore Savings Bonds July 2026 review)

Image
  (Source: MAS) The yield on July SSBs are similar to those of June. The short end of the curve is attractive as a cash instrument. The first and second year interest rates of 1.46% and 1.74% are higher than the current fixed deposit rates offered by the banks. The average 10 year yield of 2.11% is unlikely to cover higher than trend line inflation, but if one needs to keep their money safe, SSBs offer the safety of the Singapore AAA sovereign rating. The closing date falls on 25th June@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 you...

Wolf Money(Jardine C&C)correction

Image
  (Image credit: Jardine C&C) After my holiday, the first agenda is a test purchase on Jardine C&C. The stock is under a lot of pressure due to economic situation in Indonesia. The competition by Chinese EV in Indo market and the removal of the company from the STI index last year also adds pressure to the share. During the month, the stock was down 16%. The confluence of factors caused substantial weakness in the stock price.  The company is trading at less than 8x p/e with a dividend yield of 5.2%. I am taking a small interest to keep myself interested. No crazy money involved. More detail at the end of the month 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 ...