Lone wolf investor

(Image credit: Freepik.com) Lone Wolf Fund(LWF) Portfolio as at end of Dec 2024 1.) Cash 2.) Genting Singapore 3.) Boustead Singapore 2.)  Wilmar International   *Stocks are not rank in accordance to capital invested .  *Just for sharing. Not an inducement to buy or sell . Commentary   My thoughts and prayers go to the victims’ families of the failed Jeju Air flight 7C2216. I wish all the affected passengers and their family members a speedy recovery.  I thought I had seen everything after living through life for close to half a century, but 2024 never fails to amuse me. Return of Trump, a $6.2m Banana, a 6 hours martial law in South Korea, bitcoin at $100k, Syrian dictator, Assad, as sad he can be is out of power and the shocking death of a friend. If 2024 was unpredictable, buckle up, here comes 2025.  2025 is the year of the snake in the Chinese Zodiac. Some major world events happened in the previous snake years, including The Pearl Harbour Attack, The ...

  (Source: MAS) Results for Jan 2025 SSBs are out. There were $326.3m applications and $309.7m of the amount had been issued to accounts within limits. Next month, Singapore Savings Bonds is like to come with higher yields due to renewed weakness in 10 years UST. Bond yields have surged to 4.6% for 10 years UST. 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 compani...

  (Image Credit: Singapore Post) First of all, I have no share in the company. I did owned the shares a couple months ago, but I have sold them. My commentary is for public interest only. I was asked about this saga happening to our beloved national postal service. I had a look at the board statement. There are many questions unanswered than having more clarity out of reading the statement. SingPost shareholders need to know what had happened. This is not witch hunting. I continue to have great respect for the b.o.d and the staffs for providing us an essential service. The board did the correct thing in my opinion. There are lingering questions which I will asked if I am a shareholder of the company. 1.) Why is the investigation and the subsequent actions took so long since it was discovered early part of this year?  2.) Will the revelations affect or delay the sale of the Australia business since the ex chief executives were actively involved in the deal? 3.) Since it involve...

  （Many congratulations to our Lions for reaching the semifinals of The ASEAN Cup) Market Summary 16-22 Dec 2024 *USA* + Fed cuts rates by another 25bps to 4.25%-4.5%, hints fewer cuts next year due to stubbornly high inflation    + US PCE price index showed an increase of 0.1% from Oct and a 2.4% annual rate, both below expectations  + US Core PCE increased 0.1% MoM, the least in 6 mths, up 2.8% YoY, both 0.1% pt below forecast   + US personal income rose by 0.3% MoM, smallest increase in 3 mths  + US personal spending rose by 0.4% MoM to annualized rate of US$20.2 trillion in Nov ± Fed not allowed to own Bitcoin, not seeking law change: Powell  + Biden signed a stopgap funding bill into law aimed at keeping US federal govt until Mar and preventing an impending shutdown  + Fed revised GDP growth upward for 2024 (2.5% vs to 2%) and 2025 (2.1% vs 2%) + US GDP growth revised up to 3.1% in Q3, higher than 2.8% in 2nd estimate and above 3% in Q2, bigg...

  (Courtesy of Luxury Mattress Collection ) As the shopping malls belt out the familiar them of Mariah Carey’s no.1 festive hit “ All I want for Christmas is you ”. I hereby wish everyone a Merry Christmas, may your dreams come true. I hope your Christmas is always better than the Last Christmas .  2024 was an eventful year for Lone Wolf. These were some of my most popular posts in 2024, by click!. Enjoy! Thank you and God Bless. 1.) Bye Singapore, Hi Malaysia 2026 will fundamentally change how you view our economy. 2.) Who can forget the low ball final offer for Great Eastern Holdings . 3.) SingPost situation is no longer situational.   4.) National agenda is on my mind too. Will there be a tribe called Singaporean in 100 years? Elon Musk has the same concern. 5.) And late Charlie Munger’s wisdom in a pocket read. 6.) My passion for our stock market which prompted me to write my 15 points suggestions. 7.) There was a reappearance of Lone Wolf Investor in a 195 years old ...

  (Image credit: Genting Singapore) 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 Genting Singapore after the share hits 52 weeks low today. There are a lot of negatives surrounding Genting Singapore.  1.) Casino license renewed for 2 years instead of usual 3 years due to unsatisfactory performance. 2.) Poor Q3 results because of falling tourists numbers into Singapore, primarily Chinese tourists, and the poor win rates. 3.) The huge capex needed for rejuvenation of the RWS Sentosa to a tune of $6.8b over the next 8 years. 4.) Competition from other casinos in the region.  I find the entry level attractive given the 5.3% dividend yield, valuations of Genting Singapore has fallen to its lowest level since listing with exception to sharp and short drop during covid to 50c. The stock is trading at less than 1.1x p/b which compar...

(Source: MAS)   This month’s Singapore Savings Bonds show an uptick in yield from last month’s issue. The yield starts at 2.73% on the 1st year and slowly rising to 2.86% on the 10th. Feb issued SSBs are likely to be similar in yield to January. Closing date for current SSBs falls on the 26th Dec 2025@9pm. Good luck to those applying. 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 ...

  (Christmas decorations@Central Phuket mall) Market Summary 9-15 Dec 2024 *USA* -US CPI up 0.3% MoM in Nov, the most in 7 mths, index for shelter account for nearly 40% of mthly all items increase   -US PPI prices rose 0.4% MoM in Nov, biggest monthly gain in 5 mths  + US core producer prices rose by 0.2% MoM in Nov, smallest increase in 4 mths, inflation at 3.4% in Nov on annual basis  -US reported US$367bn budget deficit for Nov, marking 17% increase YoY  -US initial jobless claims soared by 17,000 from precious wk to 242,000 to 2 mth high  + US equity funds gain 6th weekly inflow of net US$6.36bn on Fed rate cut expectations at coming meeting  + US average on 30-year fixed mortgage eased to 6.6% as of Dec at lowest level since mid-Oct  + US energy index fell by 3.2% over past 12 mths in Nov, following 4.9% decline in Oct, 4th consecutive mth of decreases  -US food price inflation rose to 2.4% in Nov to 10-mth high, rose by 0.4% on monthly...