Lone wolf investor

  (Source: MAS) July issued SSBs come with a 10-year average coupon of 2.49% with the yield for the first 3 years stuck at 2.06%. The lower yield was due to the confluence of factors like trade and hot wars in the Middle East. Singapore debt is seen as a safe haven as investors pile on Singapore government securities, in the process pushing down the yield on 10-year bonds. I am neutral on using SSBs as a long-term retirement tool as 2.49% barely covers inflation. Although SSBs continue to be my favourite tools for holding some short- term capital(less than 12 months) while waiting for opportunities in the market to present themselves. 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...

  (Image credit: goalcast.com) Market Summary 9-15 Jun 2025 *USA* + US inflation rose 0.1% MoM in May, putting annual inflation rate at 2.4%; core CPI at 0.1% and 2.8% respectively ± Fed is likely to maintain its ‘wait-and-see’ approach on interest rates next week as tariff risks outweigh inflation data  + Fed seen on track to start cutting rates by Sept due cooler-than-expected US inflation in May    ± US year-ahead inflation expectations fell sharply to 5.1% in Jun, lowest in 3 mths vs 6.6% in May + US Uni of Michigan’s Consumer Sentiment Index jumped 15.9% to 60.5 in Jun, improved for the first time in 6 mths  -US posted US$316bn budget deficit for May, down 9% or US$31bn YoY ± US Treasury sells US$39.7bn in 10-year notes at 4.431% + US producer price index for final demand rebounded 0.1% in May after a revised 0.2% decline in Apr  ± US jobless benefits held steady at seasonally adjusted 248,000 at higher level  + US mortgage application up by 12.5%...

  I bought an initial interest in the company. As promised, these are the pros and cons of the company. Pros 1.) The value of Banyan Group centred around the 4 square km of land in Phuket which they had acquired in the late 80s. The estimated value of that piece of land currently stands at $4b to $5b in the words of the management. The value of land has been kept at historical cost. 2.) The company has been slowly monetising the Phuket land through residential sales as a developer. This year they are going to book a revenue of $262m on the sale of their projects in Phuket, which is double of what they achieved last year. In total, $620m worth of residential projects were pre-sold. The sales will be booked progressively over the next three years. Their 86%-owned subsidiary, Laguna and Resort PCL reported a close to 250% jump in profit for Q1 25. Laguna and Resort PCL is the largest contributor of profit to Banyan Group. Laguna good result in the first quarter gives Banyan Group a go...

  (Image credit: Banyan Group) I have taken an initial interest in Banyan Group, a Singapore hospitality company which operates familiar hotels and resorts under the Banyan Tree and Angsana brand. I am still in process of writing my thesis. The value centre around the 4 square km of land in Phuket under the ownership of the company. The estimated value of the land is around $4b that could be developed over the next decade. Share is trading at 55% discount to nav. The current p/e is below 8x. I may do a more detail write up in the future. More detail at the 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, 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 en...

  I sold my small position in Keppel at the price I paid. After studying the company financial. I felt the current price is fair based on their earnings alone. There might be upside if they are quick to divest their non-core assets. They have to be fast though, the market might not always be readily available for divestments. I find the general market to be complacent amid the poor economic news, stock prices still trending higher. Btw, my feeling towards the market has nothing to do with how the market will performed. An expensive market can last longer than one can stay solvent.  Currently, LWF will be a lone stock punt on Comfortdelgro. More details at the end of month portfolio update. God Bless. I am current on a 2 weeks break. 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/join...