Lone wolf investor

  (Opportunities await across the Causeway) Bye Singapore, Hi Malaysia 2026 part 2 The attractiveness of operating out of a cheaper country has drawn one of the mnc to relocate their operations from Singapore to Malaysia. One of the main reasons cited was the opening of their car parts centre in JB. In Malaysia, one can buy a piece of industrial land at a very low price. JB, with its lower fixed cost and proximity to Singapore, is an attractive location for companies to operate that don't require to provide time critical service to Singapore customers. Warehouses and factories are often built at a fraction of Singapore’s cost. One may view it as an isolated example, but I believe we are at the crossroads of a big shift in trend. More businesses will be relocating to JB. Singaporeans working in those affected industries might need to relocate to Malaysia or face the prospect of being made redundant. JTC should prepare for the era of subpar demand for industrial land. Repurposing ind...

  Result for Dec SSBs. There are applications for $164.8m and $153.4m are within limits. The weak demand might be due to surge in 10 years SGS yield. The school holiday also plays a part in a relatively quiet month of Nov. Jan issued SSBs is likely to come with a higher yield.  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 governmenta...

  (Victory Monument@Bangkok) Market Summary 18-24 Nov 2024 *USA* -US could impose nearly 40% tariffs on imports from China early 2025: Reuters poll of economists  + Fed to lower rates in Dec but slow pace in 2025 on inflation risks: Reuters poll + US consumer sentiment ticked up 4th straight mth in Nov at 71.8, highest since Apr, vs 70.5 in Oct  + US Composite PMI Output Index increased to 55.3 in Oct, highest level since Apr 2022 vs 54.1 in Oct  + US jobless claims fell by 6000 to 213,000 to 7-mth low  + US finalises US$1.5bn chips award for GlobalFoundries to expand production  -Fed survey finds financial professionals had moved on from rising prices n begun worrying about rising US debt, trade wars  + Trump picked hedge fund manager Scott Bassent as Treasury Secretary  -US Congressional committee advises revoking China’s Permanent Normal Trade Relations (PNTR) -Biden planning to write off billions in Ukrainian debt  -US probe JPMorgan’s li...

  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 the shares after it hit my trail stop. After an encouraging start on Monday due to good property sales over the weekend, reaching a high of 41c, ever since it is in slow decline with very little interest shown. PropNex’s shares has outperformed APAC Realty by a mile. Should have gotten PropNex instead. Sigh 😞. Wasted opportunity. LWF walked away with a small cup of coffee money instead of a bigger cup of coffee. I hope to do better next time. Lone Wolf will be traveling over the next couple of weeks. I will return for end of 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/oCg...

(Image credit: @CharlieMungerQuotes)   Market Summary 11-17 Nov 2024 *USA* + Powell says no need for Fed to rush rate cuts amid strong economy  + US inflation rose 2.6% YoY in Oct vs 2.4% in Sept  + US retail sales up 0.4% in Oct MoM, following an upwardly revised 0.8% gain in Sept  -US industrial production declined 0.3% in Oct after upwardly revised 0.5% drop in Sept  + US producer prices index for final demand rose 0.2% in Oct after upwardly revised 0.1% gain in Sept + US business inventories rose 0.1% MoM in Sept at US$2.58 trillion, 6th consecutive increase   + US export prices rose by 0.8% in Oct, largest increase since Aug 2023, import prices rose 0.3% vs 0.4% decline in Sept  -US tightened export controls on advanced chips to China, ordered TSMC to halt any such shipments  -US national debt surpasses US$36 trillion  -US 10-yield hover at 4.45% on Friday, remained near 5-year high  + Trump's return to White House could usher in a ...

(Image credit: APAC Realty) 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 have taken a small position in APAC Realty. I previously took a stand of not investing in small cap stock with capitalisation below $250m. This is more like a random buy sparked by the recent news of renewed interest in new property projects. APAC Realty runs ERA, the second-largest property agency after PropNex. The agency business is quite easy to understand as compared to a property developer. I like the agency business because it is purely a service business without the usual risk associated with a property company. Very little money is spent on buying fixed assets. It is largely a human business. I see the agency business as a number game. When the property transactions are up, the profit of agencies will go up. Below are the few points which I have observed. 1.) ERA has the bulk of the...

  (Source: MAS) This month yield on SSBs rebound after the surge in SGS 10 years bond yield. The yield on SGS 10 years mimics 10 years UST climb after Donald Trump victory. Given Trump’s inflationary economic policies, the market is expecting inflationary pressure to come back. I wouldn’t be surprised Jan issued SSBs come with a higher yield. Closing date is on the 26th of Nov@9pm. Good luck to those applying. 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 informatio...

  (Source: Business Times) As we head towards the end of the year. Everyone will have their own resolutions for 2025. If fairy godmother could grant me a wish list for our stock market, these will be my wish list. I hope some of the suggestions can be considered for the improvement of our exchange. MAS has nominated a group of stakeholders for a comprehensive review on how to revive the Singapore stock market. The background of the review was well reported, which I can summarise in one sentence. Capitalists and investors have a tough time finding any reason to raise money and invest in our market.  The poor performance over the last decade was well reported. Although the recent uptick in our market is an encouraging sign, but most small and mid-cap companies are struggling to gain attention for better valuations. Besides, the STI index is supported by the fabulous four, namely the three local banks and SingTel. If one is not invested in the banking stocks or SingTel, the portf...