Lone wolf investor

  (Source: MAS) Singapore Savings Bonds is one of the last few places to hide for a decent risk-free return. June SSBs come with an average 10 year yield of 2.56% with an initial yield of 2.2% in the first year. SSBs yield has stabilise in recent months following the drop in the SGS 10-year bond yield. July SSBs are likely to have yields similar to those of June. The starting yield for this month’s issue is close to the fixed deposit rate given by the banks. The main advantage of SSBs is that investors can withdraw their SSBs without penalty within 1 month. Good luck to those applying. The closing date is on the 27th of May 2025@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 in...

(Image Credit: Marketmegood.com) Market Summary 12-18 May 2025 *USA* -Moody’s deliverers first US credit ratings downgrades since 1917 from Aa1 from Aaa, citing “persistent, large fiscal deficits” show no signs of slowing -Powell warned about higher long-term rates as supply shocks challenge economic policy  + US annual inflation at 2.3% in Apr, down from 2.4% in Mar -US year-ahead inflation expectations accelerated 6th straight mth to 7.3% in May, highest inflation expectation since 1981  + US Apr consumer spending up 0.1%, after pre-tariff buying spree in Mar, when spending surged 1.7%  -US Michigan Consumer Sentiment Survey declined again in May to 50.8, 2nd lowest reading in survey’s history -House Republicans unveiled a tax proposal that would raise US debt ceiling by US$4 trillion, while delivering over US$4 trillion in tax cuts, largely favouring high earners  -House Republicans failed to push their package of tax breaks and spending cuts through the Budget Co...

  (Image credit: Alibaba.com) I bought a small test case for Alibaba today after they reported earnings that did not meet market expectations. I want to know the company better before I put in more capital. One catalyst is for them to list Ant Group on the HKSE which will massively boost the enterprise value of the group. The pipeline of IPO is hotting up in HK which will make companies more attractive to seek a listing.  Initial impressions I like the cloud, AI business and Ant Group. The growth in e-commerce is likely to slowdown due to trade wars and competition. I have no in-depth knowledge of the company. I am also wary about a hot stock followed by million of stock punters which had largely lost money over the last 5 years.  I bought the Singapore-listed SDR traded in SGD to avoid currency fluctuations. I believe HKD will weaken against SGD due to the Trump administration wanting a lower dollar to improve their export of goods and services to the rest of the world. ...

  ComfortDelGro had just announced a 19% increased in net profit. Net profit came in at $48.3m vs $40.6m last year. If one excluded the one off $6.1m special dividend from A2B last year. Profit would have increased 40%. One new information from Q1 update. The goodwill from last year acquisitions of CMAC, Addison Lee and A2B will be amortised over their useful life. They did a $3.9m charged off to the p/l during this quarter. Operating cashflow was up but net cashflow was down due to capex need for buying new buses in Manchester and London. Gearing stands at 11.2%. More detail at the end of month portfolio update. God bless.  Link to SGX announcement   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...

  (Image credit: Graciousquotes.com) Market Summary 5-11 May 2025 *USA* ± Fed leaves key interest tare unchanged at 4.25%-4.5%  ± Fed can’t act pre-emptively amid tariff uncertainty, acknowledged concerns about labour market: Powell + US-China met in Switzerland this weekend to discuss the trade spat between the 2 countries  ± US considering slashing its 145% on Chinese imports to between 50%-54% as soon as next wk: NY Post   -US goods and services trade deficit rose by 14% MoM at US$140.5bn in Mar   + US wholesale inventories up 0.4% in Mar  + US initial jobless claims for wk ending May 3 down by 13,000 to 228,000  -US consumer Technology Association warned tariffs could reduce purchasing power by up to US$123bn annually  -Trump calls for 100% tariff on foreign-made movies to save ‘dying’ Hollywood   ± US plans to rescind and modify Biden-era rule that curbed the export of sophisticated AI chips  -US rejected Japan’s exemption from reci...

  (Contents) I am back with another book by Malcom Gladwell. Who doesn’t like supporting the underdogs? Naturally, supporting the underdogs gives one a sense of pride and happiness if the Davids of the world come out tops.  It reminds me of what I do by supporting the underdog companies in the Singapore market, those out of favor and the unassuming. I had great joy when I got it right. The David and Goliath story, which the book took reference from, on the surface, told a story of mismatch. How could a shepherd beat a 7-foot giant in combat? In reality, the greatest strength of a giant warrior could be his biggest weakness. A large body frame made the giant warrior very formidable in close to close combat, but less agile in movement. David, with his sling and accuracy, was able to take down Goliath with ease. It is similar of one side fighting with a sword and the other with a 0.45mm pistol in modern times.  There are plenty of David vs Goliath match-ups in history. The R...

  (Image credit: makeheadway.com) Market Summary 28 Apr – 4 May 2025 *USA* -US GPD contracted by an annualised 0.3% in Q1 as import surged; businesses rushed to buy imported goods ahead of tariffs   + Fed seen cutting policy rate by a full percentage pt this year  + US consumer spending increased solidly in Mar as households boosted purchases of motor vehicles to avoid higher prices and shortages due to tariffs declined in Apr -US manufacturing activity declined in Apr, with PMI landed at 48.7, down further from 49 in Mar, New Orders Index at 47.2, Production Index at 44, Employment at 46.5 -US consumer confidence index dropped 7.9 pts to 86 this mth, lowest reading since May 2020  + US new orders for manufacturing goods rose 4.3% to US$618.8bn in Mar  -US 2 Republican lawmakers urged the SEC to delist Chinese companies, citing military links: FT -US US$132bn of securities held by funds will mature on Jun 30, additional US$15bn in interest are scheduled to be pa...