Lone wolf investor

  (Image credit: Unseen-Japan; The new Japanese currency)  Lone Wolf Fund(LWF) Portfolio as at end of Aug 2024 1.) Cash 2.)  Singapore Post Ltd 3.)  GRAB Holdings Limited 4.)  Wilmar International   *Stocks are not rank in accordance to capital invested .  *Just for sharing. Not an inducement to buy or sell . Commentary Apa Kabar? Greetings from Indonesia. I pre-wrote my portfolio review before my trip to Indonesia, the land of the thousand islands. Do watch out for my upcoming 5 things you need to know about Indonesia.  August month started with the Yen carry trade tantrums. It had an instant impact. Nikkei was down 12.5% in a single day. The biggest one day drop since 1987. The rest of the markets were running for cover. There seems to be some normality coming back to the market after the sell-off, but I can sense the underlying uneasiness in the market. I wouldn’t go into the fine art of predicting the market but I have taken some precautions o...

(Image credit: Depositphoto.com) It is time of the year for me to take a break. Lone Wolf will be offline for a week. I hope to recharge and come back with better content and investment idea. Take care and I will see you soon. 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 reliable but are...

  (Source: MAS)   The result for the Sept issued SSBs. All applications within limits got full allocation. I am pleasantly surprised everyone got full allocations as Sept issue might be the last issue to see a 3 handle. Next month SSBs is going to be near high 2% ish. Congratulations. 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 submit...

  (Image credit: BrainyQuote) Market Summary 19-25 Aug 2024 *USA*  + Powell: “the time has come” for US to cut interest rates; timing and pace will depend on incoming data, evolving outlook and the balance of risks  -US economy created 818,000 fewer jobs in the 12-mth period through Mar 2024, nearly 30% lesser than initially reported; biggest downward revision, professional n business services at 358,000 lesser  -US Manufacturing PMI fell to 48 in Aug vs 49.6 in Jul, mark 2nd consecutive contraction in factory activity at sharpest pace this yr -US PMI Composite Output Index fell to 54.1 to its lowest level in 4 mths: S&P Global -US initial jobless claims rose by 4000 to 232,000 vs expectations of 230,000 -Dollar hit 7-mth low on rate cut bets  -US Treasury yields fell toward 3.8%, approaching its lowest level in 14 mths after Powell gave clear signals of interest rates cut  -US building permits fell 3.3% to seasonally adjusted annual rate of 1.406m in J...

(Image credit: SingPost) I bought the share in the company many years ago and I have not looked at the stock for close to 10 years. Here I am, back again looking at this fallen angel. I bought a position in our national postal service. To my own surprise, I didn’t see this coming. The 166 years company used to be one of the favourite among dividend investors but falling prospects, some “not so smart” acquisitions and dividend cuts caused the company to fall out of investors’ radar. SingPost was trading above $2 in 2015. Given their dominance in the Singapore market, it is astonishing to find its share price languishing at such a sorry state.  I am taking a bet on their restructuring review. There are many scenarios on how the value unlocking can turn out. I went undercover at SingPost, so you don’t have to. (Personal photo: Undercover boss(investor) (Image credit: SingPost; the popular SingPost Centre) 1.) Selling SingPost Centre for more than a billion dollars. The current value o...

  Battle plan for tougher time(personal finance) With geopolitical tensions and social unrest going on around the world. Tougher time might be upon us soon. In Singapore, we generally don’t feel it as much because all those external wealth flowing into our country has kept recession and asset deflation at bay. I have an eye on the ground due to a few of my friends in business. Most of our chats centred around the poor business environment. Consumers are not spending. Even if they are spending, most opt for cheaper alternatives. Retail sales numbers were weaker, reflecting the current consumer sentiment. Tourism numbers were down too. The strength of the Singapore dollar likely having an impact on tourists choosing Singapore as a choice destination. Just like most Singaporeans prefer going to a country that has a weaker currency for holidays. Property sales and rental markets were down. My property friends were complaining about the low transactions. Even my blind contractor that us...

  (Image credit: BrainyQuote) Market Summary 12-18 Aug 2024 *USA*  -US industrial production down 0.6% in Jul, declined by most since Jan   + US business inventories in manufacturing and trade sector up by 0.3% in Jun MoM at US$2.56 trillion + US inflation probably picked up modestly in Jul, rising 0.2% MoM for both headline n core, within expectation  + US retail sales soared 1% MoM in Jul, biggest increase since Jan 2023 -US import prices rose 0.1% in Jul amid modest rebound in cost of energy products  + US equities posted best week since 2023; S&P 500, Nasdaq n Dow up 4%, 5.3% and 3% respectively    + Goldman Sachs lowered probability of a US recession in the next year to 20% from 25%, citing last week’s retail sales and jobless claims data + US University of Michigan consumer sentiment index rose 2.1% in Aug MoM at 67.8 vs forecast of 66.9, first increase in 5 mths + US initial jobless claims fell by 7000 to 227,000 to 1 mth low  -US home ...

  (Source: MAS) Welcome to another monthly review of the Singapore Savings Bonds. Sept issue might be the last SSBs issue with a 3% coupon as interest rates are falling like flies due to the imminent interest rate cut by the US Fed. The days of 3% SSBs are numbered. Our 10 years SGS had a big drop off from last month interest. The current month SSBs are mildly attractive given the context of falling interest rate environment. Close date of application for Sept issue falls on the 27th Aug@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 yo...