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. I sold OUE REIT today as the stock has triggered my trail stop. The price was weaker than my expectations even after a superb 1H26 result. Lost 2/3 of my profit in process. I am unwilling to turn my profit into losses. LWF walk away with some Kopi money, adding half a percent to the fund. The sale also ends a string of unproductive trades. 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 advi...

  (Image credit: Business Insider) Market Summary 20-26 Jul 2026 *USA* + US S&P Global Flash Composite PMI rose to 8-mth high of 53.6 in Jul vs 51.9 in Jun; services index increased to 53.6, manufacturing down to 4-mth low of 53.8 + US Consumer Sentiment Index rose to 54.4 in Jul, 2nd straight mth increase after May’s record low  -US 1-year inflation outlook fell to 4.2% in Jul to 4-mth low  + US weekly jobless claims plunged to lowest since 1969, sank by 22,000 to 187,000, vs consensus estimates of 215,000  -US 10-year Treasury note rose to >4.7% for the first time since Jan 2025   -US 30-year mortgage rate rose to 6.69% hitting 11-mth high  + US sales of new single-family homes up 1.6% to annual rate of 628,000 units, median sales price dipped 3.3% MoM to US$398,300 -US imposed forced labour duties 10%-12.5% on 60 trading partners including EU, new tariffs cover 99.4% of US imports  -US plans to impose 50% tariff on Canadian imports starting i...

  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...