Lone wolf investor

(Image credit: Wikipedia; The 47th President of the United States of America )  Lone Wolf Fund(LWF) Portfolio as at end of Feb 2025 1.) Cash 2.) Delfi Ltd 3.)  Genting Singapore 4.)  Wilmar International   *Stocks are not rank in accordance to capital invested .  *Just for sharing. Not an inducement to buy or sell . Commentary   The market can’t pass another month without Trump showing his trump card, playing his triumphant trumping tariff trumpet. Even his closest allies got an earful. All these trumpeting might turn out to be trumpery. The tariff is likely to slowdown the US economy. Companies affected by higher import prices will start sounding the profit warning alarm as soon as the April to June quarter. It depends on the magnitude of the profit warning storm. Market might have trouble reaching new highs if profit warnings and consumer sentiment failed to hold. The US has a trade surplus with Singapore. Should we impose a reciprocal tariff on the US to...

  This month SSBs were oversubscribed due to two factors. Firstly, the issue size is small with only $500m available. There are $638.7m in demand with $607.9m within limits. Secondly, the ending of CPF SA account prompting more retirees to move their cash into safe haven investments like SSBs. Applicants applying $58,500 will get full allocation with 10% of those applicants applying $59,000 and above getting an extra $500. 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 b...

  Delfi Ltd reported a 27% drop in net profit to USD $33m. The previously communicated challenges of high cocoa price and USD vs IDR having an ongoing impact on profitability. The company mentioned they are gaining market share in their home market and sales momentum in the first few months of the years looks strong, but it did sound a word of caution on the continued challenges facing the industry. The company has proposed a final dividend of USD 1.18c to be paid in May. At the current dividend rates, the stock is paying close to 6%. More detail at the end of month portfolio update. Thank you. 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 e...

  (Image credit: gracious quotes.com) Market Summary 17-23 Feb 2025 *USA* -US year-ahead inflation expectations reached over 1-year high of 4.3% in Feb, vs 3.3% in Jan -US consumer sentiment dropped more than expected in Feb to 64.7 from Jan’s revised 71.7, lowest since Nov 2023  -US Philadelphia Federal Reserve’s monthly manufacturing index tumbled by 26.2 pts, the most in nearly 5 yrs, to 18.1 in Feb  + US Manufacturing PMI rose to 51.6 in Feb from 52.1 in Jan, highest reading in 8 mths  -US Composite PMI dropped to 5.04 in Feb from 52.7 in Jan, marked the slowest pace of business expansion in 17 mths  -US services PMI fell to 49.7 in Feb from 52.9 in Jan, the first contraction in services sector in over 2 yrs  -US existing home sales sank by 4.9% to seasonally adjusted annualised rate of 4.08m in Jan, sharpest decline in 7 mths   -US housing starts plunged 9.8% in Jan MoM to 1,366,000  ± US Treasury sold US$9bn 30-year inflation-linked bonds at...

  (Image credit: Business Times) Licensing of finfluencers   In a recent parliament sitting, the topic of licensing finfluencers for their work was mentioned. There are downside risks to such regulations. These are my point of views. The increase regulation on anything will have an impact on the industry that is being regulated. I have no sympathy for those finfluencers playing the pump and dump game by trying to influence the outcome of the stock price. In my observation, most finfluencers are providing contents that are of a reasonable basis because if one is talking nonsense without due processes, the channel wouldn’t take off. Of course, I wouldn’t go into detail whether they are good or bad advice. At least in my observation, most followers of financial channels on social media are consuming those videos for entertainment and knowledge. There are also viewers who have already been sold on a certain financial products or stocks that are mainly seeking confirmation to their...

  (Source: The Straits Times) Great news for the stock market. I applaud MAS for leading the way to increase the vibrancy of the Singapore market. One of the major changes which I think will move the needle for our stock market is the changes to the composition of what a GIP can invests. It is about time the family offices do something for our market. Thank you 🙏  “Currently, the programme’s applicants investing under the Family Office option must establish a single family office with assets under management of at least $200 million. Of that, a minimum of $50 million must be deployed into qualifying investment categories consisting of listed equities, real estate investment trusts, and other non-listed Singapore-based operating companies, among others. Going forward, the qualifying investment categories will be narrowed to only equities listed on approved Singapore exchanges, MAS said.” I hope more measures can be fore-coming. I have listed down my 15 points wish list . We ho...

  (Source: ggrasia.com) Genting Singapore reported a 5% drop in profit for the year end Dec 2024. Q4 shows a good turn around with gaming revenue going up 26% due to better win rates. The company is purposing a final dividend of 2c, bring the total dividend to 4c for the year. Dividends will be paid towards the end of May. With the opening of Minion Land this month and the strong tourists numbers coming to Singapore in January 2025. Tourist numbers were up close to 15% year on year. I am hopeful of a good 1Q 25. More details will be shared during 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 read...

  Wilmar International’s net profit was down 23.3% to USD $1.17b in FY2024. The bigger percentage drop was due to USD $231m ex.gain from the sale of their Moroccan unit in last year result. The drop in full year net profit was around 10% if gains were excluded. The company is purposing a cash dividend of SGD 10c per share to be paid in the middle of May. Mr. Kuok remains optimistic and confident of producing a satisfactory results in 2025. 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 pro...

  (Source: MAS) March SSBs give an attractive 2.97% yield. With the drop in 6 months T bills to 2.9%, SSBs is a decent place to hold some retirement fund especially for those looking for a safe heaven for their money after the closure of CPF SA account. Closing date of this month SSBs falls on 25th 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 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 c...