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Wolf Money(Singapore Savings Bonds Aug 2025 results)

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This month 80% of SSBs found buyers. A total of $400m is up on offer and $321.4m were allocated. SSBs continued to be a great place to park short term cash with only one month lead time for withdrawal. I suspect the next month SSBs’ yield is going to get worse given the general drop in yield for 10 year bonds. 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 s...

Wolf Money(ComfortDelgro sold)

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  I have sold all my holdings in Comfortdelgro after it hit my trail stop. LWF achieved a 11% gain on the position. LWF holds no shares in CDG. More detail at the end of the month. 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 companies or submitted to governmental agencies on which we believe are reliable but are without our independent verification....

Wolf Money(Kimly Ltd)

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  (Image credit: Kimly Ltd) 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 . One of the main beneficiaries of CDC and SG60 vouchers Long term support like CDC voucher scheme is the cornerstone of our government’s policy especially in area of tackling cost of living issue Predictable cash flow and stable dividend yield  Easily recognisable brands across Singapore with strong competitive moats This is an odd position on two points. I pre-wrote my detail thesis before I bought my shares today and I usually don’t buy Catalist listed companies. They are too small to be noticed and many are of poor quality. There are only a handful of Catalist-listed stocks which I will consider investible. Among the Catalist stocks, Kimly ranks highly in term of profitability. I am surprised they never applied for a main board listing which they are more than capable off. Maybe $50...

Wolf Money(Thai Beverage sold)

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  (Image credit: CNA) I have decided to sell off my position in Thai Beverage. The stock has massively underperformed the rally in STI. The heightening security situation near the Thai-Cambodia border is also a concern. I have decided to sell first and ask question later. I would reconsider my position after their result in mid-Aug. August, historically, has always been a weak month for equity markets. It is prudent to size down my portfolio after a strong July. Lone Wolf Fund walked away with some beer money. More details 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 encourage our reader to invest very...

Wolf Money(Portfolio update end July 2025) part 1

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  (Image credit: Wikipedia; Chicago Bulls) Bulls or fools? In 1998, the Chicago Bulls won their last NBA title. It was their sixth and final one. Michael Jordan had previously inspired a generation of mine to play basketball. Many people including myself still believe, Michael Jordan, is still the best player in NBA history. The free scoring shooting guard helped Chicago win their 6th NBA title. While fans were celebrating the victory, economic malaise was spreading like wildfire in South East Asia. The Asian Financial Crisis was triggered by the devaluation of the Thai Baht. Many stock markets in ASEAN were in free falling mode for the past year. Massive unemployment caused street protests in many ASEAN countries. Some companies in Singapore were hit by the massive devaluation of the Indonesian rupiah. By the time, index bottomed out at 939 points, two months after the Bulls’ win. Many investors have suffered huge losses. Properties were on fire sales with some units going at a 50...

Wolf Money(world market review 14-20 July 2025)

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  (Image credit: Azquotes.com) Market Summary 14-20 Jul 2025 *USA* + US annual inflation rate at 2.7% in Jun, highest since Feb, vs 2.4% in May, prices rose more for food, transportation services, used cars and trucks; CPI rose 0.3% on mthly basis, largest increase in 5 mths; core consumer prices rose by 0.2% MoM in Jun + US retail sales rose 0.6% MoM in Jun to reach US$720.1bn vs expectations of 0.1% gain  + US Consumer Sentiment Index up 1.8% in Jul MoM to reach 61.8, highest in 5 mths + US year-ahead inflations expectations complied by survey of Uni of Michigan inched lower to 4.4% in Jul from 5% in Jun  + Trump and Xi tipped to meet ahead of or during Apex summit in South Korea + US initial jobless claims fell 7000 from previous wk to 221,000 to 3-mth low  + US producer prices unchanged in Jun from May, following upwardly revised 0.3% rise  + US manufacturing output rose 0.1% in Jun, rises for 2nd mth; industrial production rose 0.3% vs expectations of 0.1% ...