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Wolf Money(portfolio update end June 2025)part 2 early released

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(Image credit: Mandai Rainforest Resort by Banyan Tree) Lone Wolf Fund(LWF) Portfolio as at end of June 2025 1.) Cash 2.) Banyan Group 3.)  ComfortDelGro Corporation   *Stocks are not rank in accordance to capital invested .  *Just for sharing. Not an inducement to buy or sell . Commentary The US strike on Iran’s nuclear facilities has pushed the war in the Middle East across the rubicon. Further involvement by the US is likely to meet with Russian and Chinese resistance. I suspect both countries will be providing undercover support for Iran, which is part of BRICS grouping. Oil prices rising above 100 bucks will push the fragile world economy into recession. If there is an expanded war in the Middle East. More wealthy Middle Eastern refugees will seek shelter in other parts of the world. The best solution for peace is for all the leaders who are in favour of wars to be gathered in a Vatican-style conclave under locks and keys until a solution is found. This is your silly...

Wolf Money(Singapore Savings Bonds July 2025 results)

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   (Source: MAS) The current issue, not surprisingly, undersubscribed by 20% due to the low yield and the school holiday. The yield for next month SSBs is unlikely to get better. I do expect the yield to be similar or lower than current level. 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 companies or submitted to governmental agencies on which we believe are ...

Wolf Money(portfolio update end June 2025)part 1

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  (Headline credit: Business Times) Real Tale(Retail) June was a good break for me. Our family has decided to stay put in Singapore. It is a rare occasion to be in Singapore during the school holiday. We have been traveling frequently for the last 2 years. We were contemplating of going to Osaka, but I was deterred by the huge crowd going to the World Expo exhibition held in the city. Osaka on any given day, is a very popular city, well liked by many. With the World Expo attracting another 28 million into the city over the next 6 months, the streets are going to be filled with tourists from all over the globe.  The break gave me the opportunity to touch base with old friends and some new ones too. I have many friends in different industries which give me a broad understanding of the challenges and opportunities operating in their trade. Many of them are in f&b and retail business. Friends in retail/f&b had one thing in common. Almost all lamented about the weak busines...

Wolf Money(Singapore Savings Bonds July 2025 review)

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  (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...

Wolf Money(world market review 9-15 Jun 2025)

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  (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%...

Wolf Money(Banyan Group)detail

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  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...

Wolf Money(Banyan Group)

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  (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...