Lone wolf investor

  (Image credit: Bloomberg; Singapore Stock Exchange)  The Big (index) Bang   Theory   What I am saying is purely for discussion only. There is no basis to my theory. It is purely my conspiracy. The market indexes have been supported near their highs given the numerous problems in the economy. High oil prices, fast rising bond yields and inflation just some problems for the economy. What if there is a “higher power” controlling the market? I am not talking about the big hedge funds doing their “little fairy dusting”. The “last stage boss”, no one had ever seen before”, pulling the strings behind the scenes, the real Godfather that is powerful enough to honour the statement “I am the house, bet against me if you can.” I have been exploring what caused a market crash. The psychology of seeing the index drop substantially is an important fear factor. Hypothetically, if the US index crashed 20% overnight. The rest of the markets will be in full panic mode. The index is t...

  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 back Kimly after the correction in the company’s share price. The stock is trading at a similar level which I paid for last year. The stock is trading with a 5.5% or 2c dividend a year. This comes on the heels of my recent HRnetGroup purchase, another high-yield stock. The stock is in a net cash position of $68m excluding lease liability.  I am rebuilding my portfolio with some safer stocks that are AI proof, a strong balance sheet and a good dividend yield etc. The growth for Kimly will likely come from government policy. I am expecting more CDC vouchers to be given by the government to help mitigate cost of living pressure and the potential economic leakages to Malaysia when the RTS opens. Kimly is one of the beneficiaries of such a policy as most of their coffees shops accept CDC vouchers. They are...

  (Source: MAS) This month SSBs saw a rise in demand. Close to 3/4 of the issues found buyers. Next month SSBs will be slightly lower due to a general decline in long-term yields over the past week. The US Fed will be meeting today to set the interest rate direction. The 10 year UST will be keenly watched. 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 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...

  (Source: MAS) The recent rise in bond yields is pushing up yields on SSBs. The average yield for Nov SSBs comes in at 2.45%. The first year yield is an attractive 1.63%. With the higher yield, banks have to increase their fixed deposit rates to draw in the savers. Some banks are offering up to 2% on a 12-month fixed deposit. Ultimately, when there is competition, the savers benefit. The 10 SGS is trading close to 2.4%. I expect next month’s yield to be similar or even dip slightly. The closing date for this month’s application falls on 27th Oct@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.  Telegram Channel https://t.me/joinchat/oCgkD3sQFRMzMWM1 ( https://buymeacoffee.com/lonewolfinvestor ) Disclaimers   All investments is highly speculative in nature and involves substant...

  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 ...