To The Moon

🟩 Friday's market session delivered a harsh wake-up call for Singapore investors: the Singapore Paincare privatisation deal just collapsed, leaving shareholders staring at potential losses when trading resumes Monday. Meanwhile, the STI slipped 0.4% as investors brace for this week's Fed decision. But here's what the headlines won't tell you—while small-cap deals are falling apart due to tight financing, institutional giants like GIC and Brookfield just dropped $4 billion on Australian real assets. The market isn't crashing; it's differentiating between quality and speculation.In today's Daily SGX Stock Market Digest, I break down exactly what went wrong with the Singapore Paincare deal, why Rex International's 14% bond coupon is a red flag, and what Sembcorp's bold coal acquisition really

🟩 If you own DFI Retail Group or watch the Singapore market, recent headlines probably worried you. The company sold its famous Cold Storage and Giant businesses for what seems like a low price. Even worse, the dividend payout ratio currently looks negative on many brokerage apps. To most retail investors, this looks like a company in serious trouble. It feels like a flashing red warning to sell immediately.But if you look closer, the story changes completely. This might not be a failure at all. It looks like a smart financial move to cut losses and boost profits. In this video, we strip away the accounting noise to show you the truth. By selling the low-margin food business, DFI might actually be setting the stage for massive future dividends. This could be the most misunderstood opportun

When I first saw the headline that Netflix $Netflix(NFLX)$   would acquire Warner Bros. Discovery at $27.75 per share, my immediate reaction was that this is one of the boldest bets Netflix has ever made. Strategically, it makes sense—WBD brings HBO, DC, CNN, and a massive content library that Netflix has always lacked. But integrations of this size are never smooth, and the market's knee-jerk reaction—a drop below $100 pre-market—shows investors are worried about execution risk, financing pressure, and short-term dilution. From my point of view, Netflix's correction is mostly about fear rather than fundamentals. Yes, the company will likely "bleed" in the short term: higher debt load, restructuring costs, and the challenge of

Market Outlook After the December Cut A 25bp reduction is already fully discounted, so the immediate reaction hinges on two elements: Powell’s tone and the updated policy path in the Summary of Economic Projections. 1. Relief from the uncertainty premium The past 1 to 2 months have seen wide swings because traders were constantly adjusting the timing and scale of easing. Once the decision is delivered, the uncertainty premium usually narrows. If Powell signals confidence that inflation is on a sustainable path to target, equities typically find support. The first cut in a cycle often lifts valuations because discount rate assumptions stabilise. 2. Risk of a “sell the news” episode Since the cut is expected, markets may briefly fade if Powell emphasises data dependency or warns against assu

$Oracle(ORCL)$   Oracle’s Earnings: Potential Stabilisation or Further Decline? Oracle enters this earnings release in a fragile position. After setting a bold target of six hundred billion dollars in revenue by 2030, the share price surged, only to give back almost all gains as investors questioned the feasibility of that guidance. The recent jump in five-year CDS spreads has added to market anxiety because it signals rising perceived credit risk. Although the comparisons to 2008 are exaggerated, a forty percent drawdown in one quarter shows confidence has weakened sharply. What Could Support a Recovery 1. Cloud momentum. If Oracle demonstrates accelerating adoption of its cloud infrastructure and meaningful backlog growth, it may rebui

$Broadcom(AVGO)$ Broadcom's gearing up for a Q4 2025 earnings blockbuster on December 11, with Wall Street buzzing over triple-digit AI growth projections and hyperscaler spending waves that could catapult the chip king to new heights. As of December 8, 2025, AVGO shares hover at $175.50 after a 2% pop from Congress rejecting export curbs, but the real fireworks hit Thursday after close – analysts like Citi and Goldman Sachs are pounding the table for beats, citing Google's TPU ecosystem opening and accelerating AI infra capex across the board. With Q3's $13B revenue (up 47% YoY) setting the stage and FY2026 AI forecasts screaming 100%+ jumps, this report could crush consensus or expose cracks if utilization lags. But in a market where QT's liquid

Wall Street's pulse is pounding as a labor data deluge and FOMC decision collide this week, potentially unleashing volatility vortexes or rally rockets amid QT's liquidity lava and 87% cut odds. Tuesday's ADP shock (-32K jobs vs +5K est) and JOLTS openings (est 7.2M) could confirm cooling trends, while Wednesday's ECI (Q3 unchanged at 0.9%) and Fed's 25bps trim with dot plot revisions set the tone – dovish signals could catapult S&P to 6,900 highs. Oracle's Q2 (rev $16.15B est) tests cloud AI bookings amid CDS panic at 128bps, and Broadcom's Q4 ($17.5B rev est) eyes triple-digit AI growth on hyperscaler spends. This gauntlet could crush consensus or expose cracks, with PCE whispers fueling inflation fears. Let's shred the setup, bull/bear brawls, and trade tactics to conquer the chaos

🌟🌟🌟Paramount Skydance $Paramount Skydance Corp(PSKY)$ has launched a hostile bid to buy $Warner Bros. Discovery(WBD)$  with an all cash USD 30 per share offer.    This is even better than Netflix's offer of USD 27.75 which includes USD 23.25 in cash and USD 4.50 in Netflix stock. Why Paramount's Offer Is Better? 1.  Higher price and Certainty:  Paramount's all cash bid of USD 30 per share is a clear , higher valuation than Netflix's cash and stock offer of USD 27.75.  The all cash nature removes the risk associated with potential fluctuations in Netflix's share price before the deal closes . 2.  Lower Regulatory Hurdles: The Netfl

From my perspective, the $Netflix(NFLX)$   Netflix–Warner Bros. Discovery $Warner Bros. Discovery(WBD)$  deal is becoming less of a straightforward acquisition story and more of a political and regulatory battleground. Trump openly signaling antitrust concerns—and even hinting at personal involvement—immediately raises the probability of delays, concessions, or an outright block. When a transaction this large enters the political arena, uncertainty skyrockets, and markets tend to price that in quickly. At the same time, Paramount $Paramount(PGRE)$  stepping in with a $30-per-share cash offer for WBD adds anot

$TSLA sold off -3.39% today on below average volume. Not surprised given the TD Sequential flashed 9 last week with a doji candle printing, signaling a quick pause. The trend is still bullish, the year end chase is in progress, the Fed is cutting rates this week, and everyone is bearish. Just keeping in mind of the incoming narrative risk on slow growth and EPS declining from ZEV credits expiring. This could be setting up for distribution of shares and lead to the re-accumulation phase as it’s hard to see a sustained rally above $500 without earnings growth. We continue to trim calls to reduce risk while holding all shares.