Posts

Wolf Money(Tai Sin Electric)

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  Before I go for my CNY break. I took a small position in Tai Sin Electric. I find the business attractive due to its strong competitive advantages. It is a unique data centres, electrification and construction play combined. This old school company pulls the levers on the digital economy. Below are my thoughts. (Image credit: Tai Sin Electric) 1.) Tai Sin is the largest cable and wire company in Singapore.  2.) They supply cables to 70% of data centres in Singapore. 3.) Tai Sin Electric’s businesses are anchored on the construction boom in Singapore. Over the next few years with mega projects like T5, MRT, MBS, RWS 2.0 providing opportunities for Tai Sin Electric. Ten of thousands of kilometres in cables and wires will be needed. 4.) A play on Malaysia data centres with a strong presence in Malaysia and Vietnam.  5.) Capable and experience management in place. 6.) Stock is trading at 1.1x p/b with a 4.4% dividend yield at time of writing. 7.) There was a renewed push in...

Wolf Money(Happy Chinese New Year 2026)

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  (Free image credit: Freepik.com) I hereby wish all my readers a horse-picious Lunar New Year. May you have a blessed year of the horse. Lone Wolf Investor will be taking a 2 week break during CNY. I will be back for the month-end 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 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 ...

Wolf Money(Singapore Savings Bonds March 2026 review)

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  (Source: MAS) Welcome to another SSBs review. Nothing much really to talk about. There was a slight firming of the shorter term yield ( < 2 years) this month. It is a good yield for those funds that need to be kept liquid. The first year yield of 1.38% is higher than most fixed deposit rates of similar tenure offer by the banks.  The 2.16 % average yield for 10 years is a poor investment against inflation. At this current juncture, I will only use SSBs as a short-term instrument for emergency fund or for capital waiting for deployment pending any major market correction. Closing for the current SSBs falls on the 24th of Feb@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 a...

Wolf Money(GRAB Holdings FY 2025 results)

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  Full presentation link GRAB Holdings reported 4Q earnings with improvements across the board. The results were slightly below Wall Street estimates. GRAB made a net profit of USD $200m vs USD -$158m. It is the first time in the company’s history for achieving a full year profit. The company also announced a new share buyback scheme of USD $500m. More details at the end of 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 carefully. We also encourage reader to get personal advice from your professional investment advisor and to make independent investigations before acting on inform...

Wolf Money(world market review 2-8 Feb 2026)

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  (Image credit: graciousquotes.com) Market Summary 2-8 Feb 2026 *USA* + Trump: Kevin Warsh would not have been picked for Federal Reserve chair if he was not in agreement with lowering interest rates  -US technology stocks tumbled sharply after Amazon, Microsoft, Google, Meta announced plans to spend combined US$6000bn on AI in 2026 + Dow closed above 50,000 for the first time ever  + US ISM Manufacturing PMI rose to 52.6 in Jan from 47.9 in Dec, highest since 2022  + US Composite PMI Output landed at 53 in Jan, vs 52.7 in Dec  + US Consumer Sentiment Index up 1.6% to 57.3 in Feb; remained roughly 20% below its level in Jan 2025  + US Services PMI at 53.8% in Jan, marking 18th consecutive mth of expansion  + Current Economic Conditions Index up 5.2% MoM in Feb to 58.3, down 11.3 YoY -US Index of Consumer Expectations dipped 0.7% MoM, or down 11.6% YoY to land at 56.6  + US year-ahead inflation fell from 4% in Jan to 3.5% in Feb to 1-year low...

Wolf Money(Grab Holdings)

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  (Stocks had plummeted 35% since Sept 2025) 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 a small position in the company this morning. The price has dropped close to 35% since reaching the highs at the end of Sept of 2025. Fundamentally, not much has changed since last year. The only concern is the uncertainty of policy changes in Indonesia. The government might want to cap the platform fees Grab and GoTo can charge drivers and delivery partners. There is no clarity on that matter. The company will be reporting full year earnings at the middle of next week. I will be looking out for their earnings guidance. More details at 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, n...

Wolf Money(world market review 26-31 Jan 2026)

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  (Image credit: NDTV.com) Market Summary 26-31 Jan 2026 *USA* -US trade deficit in Nov at US$56.8bn, up 94.6% from Oct, 4% YoY higher, about 1/3 came with EU, deficit rose by US$8.2bn, with China down US$1bn to US$13.9bn  ± Trump nominated former Fed Governor Kevin Warsh to lead US central bank; many investors view as a hawkish pick -US govt enters partial shutdown after their funding ran out at midnight before House can vote on Monday  ± US producer prices rose 0.5% MoM in Dec, largest gain in 3-mth; Core produce prices up 0.7% MoM + US approved potential military sales to Israel worth US$6.7bn  -Trump warns Canada of consequences over China trade deal, threaten to impose 50% tariffs on Canadian aircraft n decertify Bombardier  -Trump and his sons filed US$10bn lawsuit against IRS, Treasury   + Amazon may invest up to US$50bn in OpenAI: WSJ -Nvidia’s executives calling into question company’s agreement with OpenAI worth US$100bn + Apple’s Q1 revenue at US...