Lone wolf investor

  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. Today, I made a difficult decision to sell off Thai Bev at the same price I bought. I like Thai Bev’s business, but the geopolitical situation in the Middle East over the last few days is giving me shivers. It is my belief, the market is underpricing risks of the Trump administration being drawn into a forever war. Another war front at the Red Sea will create more supply shock. Oil prices are starting to look expensive again. This will cause a drag on the Asian economy. With the stockpile of oil in many countries depleted. $150 per barrel oil might become a reality. I did a calculation on the potential KFC sales by Thai Bev. Last year, Thai Bev’s KFC earned USD $13.1m net profit. If we assume a mid single digit growth in net profit this year. The unit’s potential earnings is around USD $14m. If we put in a high numb...

  (Extracts from OUE REIT presentation notes) OUE REIT reported a strong 1H26. Distribution went up 28.6% for the half year to 1.26c per unit. On an annualised basis, the reit is offering close to 7% yield. A combined of hotel recovery, declining borrowing cost and maiden contribution from Salesforce Tower gave the REIT a good performance. 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 professional investment advisor and to make independent investigations before acting on information that ...

  (Source: MAS) Another month, another SSBs review. The average 10-year yields are pretty similar to those of last month. The attractiveness is at the shorter end of the spectrum. The yield of 1.46% and 1.75% for the first and second year are good risk-free return to consider for safe harbouring of your capital. The closing date for application is on the 28th July@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 o...

  (Image credit tribuna.com: World Cup Winner 2026) Market Summary 13-19 Jul 2026 *USA* + US annual CPI fell to 3.5% YoY in Jun, vs 4.2% in May, driven by 5.7% drop in energy prices + US core CPI unchanged for the mth, on YoY basis eased to 2.6% from 2.9%  ± US consumer sentiment survey for Jul expectations for inflation in year ahead dropped to 4.2% from 4.6% in Jun  + US retail sales rose 0.2% MoM in Jun, following upwardly revised 1% rise in May + US PPI down 0.3% MoM in Jun, PPI excluding food and energy rose 0.2%  -US business inventories up by 0.3% MoM in May, reached US$2,736.2bn  + US initial jobless claims down 8000 to 208,000 to 2-mth low  + US pending home sales fell 5.4% MoM in Jun, biggest drop in 6 mths  -US single-family homebuilding fell for 3rd straight mth in Jun, while permits for future construction dropped to lowest in 10 mths  -US average rate for 30-year fixed rate mortgage climbed to 6.55%, highest since Aug 2025, mortgage ...

  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 . LWF bought a new position in Thai Beverage. There are news out of Bloomberg. Thai Bev is looking for a buyer for their KFC franchise in Thailand. They operate 500 QSR in Thailand. The technical looks strong, having broken the 45c resistance and the resistance trend line since 3 years ago. Please don’t take the news at face value. Strong support can be seen at 43c. The position is situational. (Image credit: The Edge) 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 in...

  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 my small position in Olam Group to raise cash. LWF came out even Steven on the position. First, I am raising cash for potential deployment. Secondly, historically Aug has always been a bad month for equities. 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 publ...

  (The prime shopping district of Kuala Lumpur) (LED advertisement board lighting up the street) (The older malls are getting a refresh) Bukit Bintang I am back in Kuala Lumpur after just 3 months from my last trip to the capital. This impromptu visit brings me nearer to the city centre around the Bukit Bintang area. During my last trip, I didn’t see enough of the shopping belt. These are my observations. During my trip to the capital of Malaysia. Many Middle Eastern tourists were in the shopping belt. I saw plenty of shopping for chocolates and luxury goods. The high number of Middle Eastern tourists were partly due to the war in Middle East. The yearly summer escapees doing a vacation in the city contributed to the surging popularity. Bukit Bintang seems to be doing the right thing to create the vibrancy of a shopping district. The huge LED screen lights up the street, giving it a festive atmosphere all year round. We could take notes of the activities they incorporated into thei...