Why I Avoid ESR (Despite Cash): SGX Daily Stock Update 15 Dec 🦖 EP1317
🟩 You wake up, check your phone, and the screen is red. The STI cools off after Friday’s big rally, and suddenly the questions hit: is this just profit-taking, or the start of something uglier for dividend investors who rely on CPF, SRS, and SGX income stocks? In this episode, Iggy breaks down what really matters behind the headlines: ESR-REIT’s asset sales (and what “capital recycling” signals for future DPU), ST Engineering’s US lawsuit risk (and why legal headlines can trigger overreactions), and OUE REIT’s new unsecured loan (and what higher funding costs can do to distributions). The goal is simple: separate fear from fundamentals, and spot where risk is rising before it shows up in the dividend. Watch the full analysis to get the exact Buy/Sell verdict for each name, plus what to wat
🚨🚨🚨📝 Market Analysis Summary (Rephrased) Here is a concise overview of the current financial markets, focusing on key drivers and the cryptocurrency sector: Global Markets: * Risk Aversion: Equity markets closed out last week on a cautious note, notably in the US, where major indices like the S&P 500 and Nasdaq experienced selling pressure, largely driven by investors rotating out of major tech stocks following underwhelming earnings results. * Focus on Data and Central Banks: This week is critical, as markets are eagerly awaiting key delayed US economic reports (including the November jobs report and CPI). Simultaneously, central bank decisions are paramount, with the Bank of Japan (BoJ) expected to hike rates and the European Central Bank (ECB) set to issue updated policy
🚀 Is SpaceX the Next Tesla? Space Stocks, Speculation, and What the Rally Is Really Pricing In 🧠📈 Reports that SpaceX is accelerating plans for a 2026 IPO, potentially targeting a valuation north of $1.5 trillion, reignited one of the most powerful narratives of 2025: space as the next frontier trade. The market reaction was immediate: • DXYZ +10% • EchoStar +6% • Listed space names up 100%+ YTD But before calling SpaceX the “next Tesla of 2019,” it’s worth separating technological dominance, capital intensity, and public-market reality. ⸻ 🔍 Why SpaceX Is Fundamentally Different SpaceX isn’t just another aerospace company — it’s a vertical monopoly in the making. What makes SpaceX unique • 🚀 Launch dominance: Reusable rockets with unmatched cadence • 🛰️ Starlink: Recurring revenue + global
$POP MART(09992)$ For: Pop Mart Flash Crash: Shorts Go Crazy! See HK$180? Title: Pop Mart: When the "Collectible" Narrative Loses Its Magic Pop Mart's ~40% crash from August highs is more than a Morgan Stanley downgrade—it's a fundamental challenge to its growth story. The core issue is whether IP-driven collectibles have a durable, expanding addressable market, or if it's a saturated fashion trend. Morgan Stanley's Downgrade (30% → 18% growth) is significant because it questions: · Repeat Purchase Rate: Can adult collectors maintain spending through economic cycles? · IP Longevity: Are characters like Molly having lasting power, or are they fading? · International Expansion: Can it truly replicate its China success abroad against dif
Airport Services Star | With Shares Up 14.5%, Is $PAC Still a Buy?
In the past five days, $Grupo Aeroportuario del Pacifico SAB de CV(PAC)$ 's share price has risen by 14.53%.US stocks turned sharply lower on Friday, with the Nasdaq leading the way lower amid a broader rotation from tech to value names.The $NASDAQ(.IXIC)$ fell 1.6%, continuing a tech slump. The $S&P 500(.SPX)$ dropped roughly 1%, one day after surging above the 6,900 level for the first time. The $Dow Jones(.DJI)$ , which includes fewer tech stocks, slipped 0.5%.The best-performing concepts is Airport Services Concept. Considering the different perceptions of the stock, this time TigerPicks chose
Silver Star | Is $NEWP being re rated after a 22% surge?
In the past five days, $New Pacific Metals Corp.(NEWP)$ 's share price has risen by 22.18%.US stocks turned sharply lower on Friday, with the Nasdaq leading the way lower amid a broader rotation from tech to value names.The $NASDAQ(.IXIC)$ fell 1.6%, continuing a tech slump. The $S&P 500(.SPX)$ dropped roughly 1%, one day after surging above the 6,900 level for the first time. The $Dow Jones(.DJI)$ , which includes fewer tech stocks, slipped 0.5%.The best-performing concepts is Silver Concept. Considering the different perceptions of the stock, this time TigerPicks chose $New P
$ASML 20260320 1020.0 CALL$ ASML seems to have hit a temporary plateau, settling back slightly after briefly touching a new all-time high of $1411 just days ago. The stock now appears to be drifting somewhat with the general market momentum, suggesting that a new, distinct catalyst will be needed to push it to the next major move higher. I hold a call option that extends until March next year before expiration, giving me ample time to ride out this current consolidation phase. I am banking on the potential Santa Rally to provide the necessary boost, and I'll be looking to actively close the position sometime in January, or potentially hold it until we get closer to the next earnings reports for a larger movement.
$Alphabet(GOOG)$ CEO Sundar Pichai’s comments on the “optionality around personal ownership,” a sign that Alphabet understands that the power of distribution combined with leading technology can lock in “business moats”.
$Unity Software Inc.(U)$ Sharing to earn coins. How far would Unity go with its advertising segment's robust performance of 17% growth in Q3 2025 and the collaboration with Epic Games, integrating Unity games into the Fortnite ecosystem. Not to mention recent analyst upgrades of Unity.
$UNH 20260220 300.0 CALL$ sharing for coins. Picked up this long call at the money when UNH was trading lower. Expiration in Feb so at some point in the coming week will be closing this off before faster theta decays sets in.