Lone wolf investor

  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 sold my holdings in Tai Sin Electric today. LWF made a profit of more than 10%, including dividends, for a holding period of 2.5 months. Although I like the business, the rising copper price especially over the last one month, might cause margin pressure, which I have no way of finding out.  (Copper surged more than 12% over the past month) The second reason being, I hope not to get carried away by the bull market. I always remember this phrase: “There is a hiding bear among the bulls. I am reducing my exposure to the market. I will also like to take this opportunity to lock in my first profit for the year, for some good luck after the less than stellar performance in 1Q 26. I continue to like the business and their management. I am raising capital for potential redeployment.  LWF holds no share in the ...

  I sat through the half hour earnings call. Here are the summaries.  The two main questions regarding Indonesia imposing an 8% maximum cap on riders’ fees and high fuel prices affecting their business. The new fees cap are only specific targeting those 2 wheelers. It only affect 6% of their total mobility GMV. So far the 4 wheelers are unaffected by the rule change. Questions on rising fuel were frequently discussed. The management is helping partners to convert into EVs, especially those markets without fuel subsidies, like Thailand and the Philippines. If those fuel prices continue to be high, the cost will be passed on to users. They will be most willing to help their drivers directly first. Passing on cost to users will be last resort. Through AI implementation across their businesses, it helps drivers and company managed costs through increase productivity. The management guides for costs to stay flat throughout the year.  Grab Financial is gaining operating leverag...

  Grab 1st Q results came in better than consensus. The company also maintains its outlook for adjusted ebitda to be between USD 700m to USD 720. I will be sitting through their earnings call to find out how the recent development in Indonesia and higher oil prices may affect their business going forward. God Bless 🙏. Link to press release  https://www.grab.com/sg/press/others/grab-reports-first-quarter-2026-results/ 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 ...

  (Image credit: juwai.asia) A friend in need is a friend indeed Australia and Singapore recently signed a bilateral agreement to strengthen energy security. Both countries need each other due to disruption in LNG supply to Singapore and fuel disruption to Australia from Qatar. We now import about 1/3 of our LNG needs from Down under. Our value to Australia will be in the area of priority access to refined petroleum products like diesel and jet fuel, where close to 50% of Australia’s imports come from Singapore. Singapore relies heavily on imported LNG for power generation. Australia as the world leading exporter of LNG can provide the extra LNG we need. Singapore is one of the major refineries in the world. We have many oil tankers coming from all over the world that help to supply our refineries with crude feed stock. From what I have gathered, Singapore refineries take in mostly mid to heavy crude from Middle East. We produce roughly 1.5m barrels per day in refined petroleum pro...

  (Source: MAS) The results for Singapore Savings Bonds May 2026 are out. $215m of the $300m on offer were taken up. That is more than 2/3 of the amount issued. The upcoming June SSBs are likely to come with a similar yield. The yield on the 10-years SGS is on an upward trend. Given the environment of raising yield, Singapore still has the lowest borrowing rates for government and corporations among developed economies. Foreign companies issuing SGD denominated bonds are gaining popularity. 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 pr...

  (Image credit: Olam) 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 took a small position in Olam. The financial situation had eased up after the sale of Olam Agri to SALIC. The company completed the sale of an additional 44.58% to the Saudi buyer, in process taking in USD $1.88b. A put and call option would also allow Olam Group to sell and SALIC to buy an additional 19.9% for USD $799.6m, three years after the closing of the latest sales. A few weeks ago, on a separate announcement, Olam sold Mindspint for USD $375m. Both deals will bring more than USD $2b for the company. The proceeds will go towards debt reductions and dividend payments . The received amount reduces interest cost by more than USD $200m annually. The stock is trading at a 40% discount to nav. I am going small on my purchase due to their history of underperformance. God bless. 🙏 Please con...