Lone wolf investor

(Living Pictures Exhibition@National Gallery Singapore till 20 Aug 2023) Market Summary 23-29 Jan 2023 🇺🇸 🇺🇸 🇺🇸 🇺🇸 🇺🇸  - US national debt edged closer to US$31.4 trillion statutory ceiling  + US GDP rose 2.9% annual rate in 4th qtr, higher than expected  - US leading indicators index falls for 10th straight mth, Conference Board Leading Economic Index slid 1% in Dec to 110.5 + US pending Dec home sales post first gain in 7 mths , Pending Home Sales Index rose 2.5% to 76.9  - US secured deal with Japan, Netherlands on China chip export limit: Bloomberg  + NASA to test nuclear fussion-powered spacecraft engine by 2027  + US House panel to vote next mth on possible TikTok ban  + Boeing to employ 10,000 new workers in 2023  + Yellen and Liu He met in Zurich + Goldman Sachs signals partial retreat from consumer banking by scrapping plans for checking account  + AMEX's revenue rose 17% YoY to record US$14.18bn in Q4 + Visa’s revenue in Q1 fiscal 2023 amounted US$7.9bn, up by 12

  Result for SSBs Feb 2023 issue. SSBs is massively under subscribe for Feb issue. Only 472.3m out of 700m found buyer. All applications get full allocation. Maybe monies are flowing into SGS 12 months T-Bills. Please follow us on telegram for the latest update on Lone Wolf investor by clicking on the link below  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. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way whatsoever warrant o

  I can’t help doing a quick post on Singapore Savings Bonds even though I am technically on “CNY Leave”. The yield and total issue size in term of dollar value is down from 900m to 700m. The yield on SSBs follow our SGS 10 years yield quite closely. Our 10 years bond yield had been trending down from a high of 3.6% just a few months ago to the current yield below 3% which ultimately affect the yield on current SSB. The average 10 years yield on SSBs is 2.97% with almost 7 years of flat yield characterising this month issue. Closing date for the current issue is on the 26th Jan 9pm.  Please follow us on telegram for the latest update on Lone Wolf investor by clicking on the link below  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 i

  Happy 2023. Lone Wolf is back again just barely 2 weeks from my last blog on Starhill Global Reit . I had just taken another small position in another commercial/shopping mall reit. Lendlease Global Commercial Trust had most of its assets tied to two major properties in 313 Somerset and JEM. They are owner of Sky Complex in Milan which they had a long term lease with Sky Italia,a subsidiary of Comcast. (313 Somerset) I have positive and negative views on the reit. I personally like the location of their malls. 313 Somerset, Jem and Parkway Parade and PLQ are good quality malls. I rate them as one of the best malls not under the control of Fraser Centrepoint Trust and CapitaLand Malls.  Below are some of the merits and negatives of Lendlease Global Commercial Trust 1.) I like the location of their malls with 313 Somerset positioning for upcoming revenge shopping by Chinese tourists and Jem with it steady tenants profile and huge catchment of population. There are close to 1.1m people

  (Ngee Ann City) As mention in my year end review ,I am looking for opportunities in the REIT sector in 2023 since they are one of worst performing sector in Singapore. Before the year is up I have already decided on my first purchase due to China changing their travel policy. Starhill Global Reit own iconic properties in Singapore, Malaysia and Australia. They are manager for Ngee Ann City and Wisma Atria. I bought a small position only just in case the sector goes through more correction. The few merits of the Starhill Global Reit are listed below. (Wisma Atria) 1.) 68 percent of the REIT properties portfolio are in Singapore with Ngee Ann City and Wisma Atria making up much of the value. Malaysia, Australia, China and Japan properties making up the rest. 2.) The Chinese government had decided to allow citizens to fly again without the need to quarantine. This is one the major incentive for people to travel outside of China. I am expecting revenge traveling and shopping to start ver

  Result for SSB Jan 2023 issue is out. Those who apply $173,000 and below will get full or $172,500 allocation. I am quite shock by the large allocation. If people wanted to lock in max sum of 200k, they would have gotten 85% in one allocation. 3.26% average 10 years is decent yield and it compare favourably against 3.025% 10 years Singapore Government Bond. I suspect many people are out traveling and missed the application date. Good luck 🤞. Please follow us on telegram for the latest update on Lone Wolf investor by clicking on the link below  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 companie

  (Merry X’mas and a Happy New Year) Lone Wolf Fund(LWF) Portfolio as at end of Dec 1.) Cash 2.) Bank of China(3988.HKG) 3.)  Boustead Projects(BP) 4.) Sarine Technology  *Stocks are not rank in accordance to capital invested .  *Just for sharing. Not an inducement to buy or sell . Commentary   My thoughts and prayers to those families affected by the Genting Highlands landslide in Malaysia and the sinking of a warship in Thailand. An unfortunate situation no one should ever go through. I wish the survivors a speedy recovery.  Merry X’mas and a Happy New Year. 2022 had been a challenging year for many investments, stock is down, bond is down, oil is down and Bitcoin is down, just about everything is down except for interest rate and USD, even USD is showing some sign of weakness recently. Lone Wolf Fund managed a 8 percent gain without leverage if yield on cash is included a return of 10% is achieved ( last year was slightly above 15% ) The gain fell within the mid to high single digit