753
·
10-16
PPI Shock: The Real Risk Is Buying the Wrong Stocks
The market may be sending investors a warning: strong companies can still be vulnerable when inflation refuses to cool. September’s U.S. Producer Price Index surged 1.3% month over month, far exceeding expectations. Annual producer inflation reached 6.3%, while energy costs were a major driver. This raises concerns about business costs, profit margins and whether interest rates could stay higher for longer.  So, should investors switch from QQQ to SPY? 📉 QQQ: Growth still has a price Technology and AI-related companies may continue to deliver strong growth, but higher interest rates can put pressure on valuations. When expectations are already high, even good earnings may not be enough to push share prices higher. 📈 SPY: Broader exposure, not a guaranteed safe haven SPY offers exposure to
TOPSiongZ: C for me. In this tape both can get hit, so I care more about names with gross margin stability, low net debt and enough FCF yield to absorb estimate cuts
506
·
10-16
Iggy’s Journal: 7 SGX Companies Report Between 22 and 29 October. What Each Could Tell You About the Payout
Iggy’s Journal: 7 SGX Companies Report Between 22 and 29 October. What Each Could Tell You About the Payout Fri 16 Oct 2026 | Afternoon The Numbers Seven SGX names are scheduled to report between 22 and 29 October, five REITs and two companies. The dates come from notices filed on SGX, and companies can change them. Frasers Centrepoint Trust said its gearing was 40.0% before the White Sands sale and expected 36.5% after the sale and a debt repayment. The 36.5% is management’s estimate, not a reported figure. CapitaLand Ascendas REIT reported gearing of 39.7% after a S$900 million unit issue, down from 42.0% in March. New units share the same income among more owners, so the question is what each unit receives. My Personal Take Lower gearing is the line most of us read as good news. Frasers
TOPThat 40.0% to 36.5% drop is the key line, but I care more about what assumptions sit inside management's estimate
518
·
10-16
Stock Watch 2026-10-15: Pfizer (PFE)
Company Background in Brief $PFE 20261218 30.0 CALL$ is one of the world’s largest biopharmaceutical companies, selling medicines and vaccines in oncology, immunology, rare disease and infectious disease. As COVID-related sales fade, the company is rebuilding growth through acquisitions such as Metsera and a deeper oncology pipeline. Why It's on the Watchlist (Key Growth Catalysts) Pfizer’s newer medicines are growing fast. Its newer medicines grew 18% in the second quarter and brought in about $3.2 billion. Two cancer drugs, Padcev and Lorbrena, led the way with growth of 23% and 37%. The patent worry is getting smaller. A patent stops other companies from selling cheap copies of a drug. Pfizer made deals with three gene
TOPPadcev and Lorbrena are doing the heavy lifting, but access in newer markets is what sets the real ceiling here. If that rollout stays slow, the 18% newer-meds growth gets harder to sustain
6.01K
·
10-16
Tom Yuen: Exploring Opportunities with Derivatives, Including Futures
This is a practical futures trading training session covering basic concepts, trading rules, operational methods and industry trends, content is as follows: With over 30 years of professional futures trading experience, Tom Yuen (YCK) has dedicated his career to both trading the markets and developing successful traders. Beginning as an independent floor trader at the Singapore International Monetary Exchange (SIMEX)—now SGX-DT—YCK spent 14 years trading his own capital in one of the world's most demanding trading environments before markets became fully electronic. A Computer Science graduate from the National University of Singapore, he combines analytical thinking with practical market experience to teach a disciplined approach based on Technical Analysis, trading psychology, probabilit
TOPThe biggest takeaway from this training is that futures trading is not about who makes the fastest money, but about who can control risk in the long run. Leverage can amplify both profits and losses. The most common mistakes beginners make are excessive positions, trading against the trend, and continuously increasing positions after losses to break even. I agree with the principles of trend-following trading and strict stop-loss orders, but methods such as Fibonacci pullback/retracement and 80/20 batch profit taking do not guarantee profits every time and still need to be verified and risk controlled. As for futures and gambling, I think they have similarities, both involving probability and uncertainty; However, the difference between professional trading and pure gambling lies in whether there are proven trading advantages, strict money management, and consistent trading discipline. For beginners, my advice is to learn first, then simulate, and finally practice with small positions. Don't rush to increase leverage just because you see others making thousands or even millions of dollars. Only by learning to protect your principal can you have the opportunity to go further in the market!
1.17K
·
10-16
SGX Daily Top Movers (16-10-2026): D05, O39, U11, Z74, A17U, BS6, C38U, AWX, 5E2 & S68 lead
1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $UOB(U11.SI)$ $Singtel(Z74.SI)$ $CapLand Ascendas REIT(A17U.SI)$ $YZJ Shipbldg SGD(BS6.SI)$ $CapLand IntCom T(C38U.SI)$ $AEM SGD(AWX.SI)$ $Seatrium Ltd(5E2.SI)$ $SGX(S68.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $ParkwayLife Reit(C2PU.
971
·
10-16
CXMT Targets Server Memory: Is the Memory Repricing Done? Here's What the Numbers Say, and Why I'm Not Selling Puts Yet Written Friday 16 Oct, SGT, after Thursday's US session. Last weekend in Shanghai, CXMT president Cao Kanyu said China's largest DRAM maker plans to launch a DDR5 RDIMM server module built on its new 4F² cell design by the end of 2026. A 4F² cell takes up roughly a third less area than the 6F² design the industry still uses, so you get more memory per chip. CXMT says it holds more than 300 patent families on the architecture. That's the headline. Here's what wasn't said: no speed, no capacity, no yield and no volume. It's a product launch target, not a commitment to mass production or to qualification at the big server platforms. The market didn't wait for the details. Fr
TOPMicron for me. If CXMT gets 4F² yield right, the bigger shift is cost and power, not just density — that matters more after 2026 than the launch headline.
615
·
10-16
🚨 Apple’s $1,999 iPhone Duo: A New Growth Engine or an Expensive Experiment? $Apple(AAPL)$ is about to face an important test. Pre-orders for the new iPhone Duo open on 16 October, ahead of its 23 October release. Starting at US$1,999, Apple’s first foldable iPhone is making a bold bet: customers will pay a premium for a completely different smartphone experience. But the real question isn’t whether people think the device looks impressive. Can Apple turn a premium product into a meaningful new growth engine? 📱 1. The bull case: Apple could unlock a new upgrade cycle The iPhone Duo opens into a larger display designed for multitasking, gaming and viewing content, while retaining a compact outer screen. For existing iPhone users, this creates
TOPI care more about services than launch hype. At 1999, ecosystem alone may not justify the premium if foldable durability and battery still feel compromised.
1.08K
·
10-16
🚨 TSMC Just Posted Record Profits. So Why Are AI Stocks Still Falling?
$Taiwan Semiconductor Manufacturing(TSM)$ delivered another blockbuster quarter. Yet TSMC and $NVIDIA (NVDA)$ fell as investors continued selling semiconductor stocks. If AI demand is so strong, why isn’t the market celebrating? 📊 1. The numbers are impressive TSMC’s third-quarter 2026 results showed just how powerful the AI chip boom has become: 🔥 Revenue reached NT$1.494 trillion, up 50.9% year over year. 🔥 Net profit hit NT$763.1 billion, up 68.7%. 🔥 Operating margin reached 58.7%. 🔥 Fourth-quarter revenue guidance came in at US$52.3–54.3 billion, above the previous quarter’s level. These aren’t the numbers of a business experiencing an obvious demand collapse. TSMC continues to benefit from demand for advanced chips used in AI infras
TOPThat 58.7% operating margin is the hard part to ignore. A 1.9% premarket dip looks more like valuation nerves than any real crack in AI demand.
199
·
10-16
Apple’s Biggest Test Isn’t Selling a Foldable — It’s Changing User Habits Apple has launched a new form factor, but the real opportunity is bigger than a redesigned phone. The iPhone Duo opens into a larger display designed for multitasking, gaming and viewing content. Pre-orders begin October 16, with availability starting October 23 in the US.  The question for $AAPL investors is whether this changes customer behaviour — not just what their phones look like. 📱 1. Can a phone replace some tablet use? A foldable screen could make reading, video calls and working across apps more convenient. If customers regularly use these features, the Duo may offer a compelling reason to upgrade. If they mostly use it like a conventional phone, the premium design may be less transformative. 🔄 2. Will de
TOPThe make-or-break part is whether multitasking feels so natural people stop treating it like a novelty. If Apple nails the app flow, I lean D.
1.33K
·
10-16
TSMC Beat. The Dow Rallied. AI Hardware Still Fell.
The market: hotter producer prices moved money out of technology and into value sectors $SPDR S&P 500 ETF Trust(SPY)$ rose 0.28 per cent to US$771.79 on Thursday, while $Invesco QQQ(QQQ)$ fell 0.13 per cent to US$728.00. September PPI increased 1.3 per cent from the previous month, above the market's 0.6 per cent expectation and faster than August's 0.4 per cent rise. Wholesale inflation reached 6.3 per cent from a year earlier, with energy prices the main driver. Renewed upstream price pressure reduced expectations for rate cuts and highly valued technology shares. The broad market did not fall with technology because money moved towards financials, consumer companies an
TOPI believe the most crucial indicator is the continued growth of Free Cash Flow (FCF). Strong demand for AI and record-breaking revenue only prove that there is market demand; What really matters is whether companies can recoup their costs and generate more cash after investing huge sums in building data centers and purchasing GPUs. I will focus on three aspects: Free cash flow continues to improve: Despite increased capital expenditures, the company can still generate sufficient cash instead of relying on debt for a long time. Increased return on investment (ROIC): Whether the profits generated by new investments are sufficient to cover the cost of capital. Customers continue to pay: Can AI orders and long-term contracts translate into actual revenue and cash collection, rather than just book growth? Taking TSMC as an example, record profits and strong guidance are good news, but capital expenditures will increase significantly in the coming years, and the return on investment still needs to be observed. For CoreWeave, special attention should be paid to the cost of debt, cash flow, and solvency. My conclusion: The success of AI capital expenditures cannot be determined solely by the size of revenue and orders, but by how much sustainable cash return each dollar invested can ultimately generate.
378
·
10-16
$MESOBLAST LTD(MSB.AU)$ A ridiculous steep fall this morning triggered my punt. The CEO/ founder bought a whole lot above $2.00... not bad for a morning's work. All the best, everyone!
1.64K
·
10-16
How to Trade Oil Price Volatility: An Introduction to Spread Trading
Last night, I hosted a futures livestream on Tiger’s platform to discuss shifts in the U.S. dollar cycle. We explored whether it was time to buy the dip in gold, along with trading ideas for currencies, crude oil, and U.S. equities. If you missed the livestream, you can watch the replay here >> 點樣用一個策略交易油價波動？認識價差交易策略 Below, I have organized the key takeaways and trading views from the session by topic. For those who did not have time to attend, this should provide a quick overview of my current market outlook. First, a brief introduction to my background: Here are the key views I shared during the session: In this livestream,
TOPI’m still learning futures, but risk is capped only if that spread floor is really zero. If the front month spikes on a shock, can the spread flip negative and break that setup?
888
·
10-16
Stocks to Watch Today, 16 October: After the Panic, I Am Watching Who Gets Bought First
Yesterday was about fear. Today is about relative strength. The Dow is up about 1%, the S&P 500 is positive, while Nasdaq is barely green. That tells me money is returning, but investors are not rushing blindly back into high-beta tech. After hot CPI, hot PPI, the memory selloff and AI deleveraging, I think this is exactly the market where having a shopping list matters. My five watches today: MU, CRCL, SNDK, NVDA and RZLV. 🔵 MU: My Highest-Conviction Rebound Watch MU remains the stock I am watching most closely. The CXMT scare changed the conventional DRAM story, but it has not yet disproved Micron's HBM thesis. The rebound on 15 October was therefore important. Now I need follow-through. 🟢 $930-$950: Recovery strengthens 🟡 $850-$930: Bottom-building zone 🟢 $800-$840: Preferred Pick i
TOPMU gets my green light first. HBM margin uplift can justify that $850-$930 base, but next quarter capacity ramp is the real proof point 👀
887
·
10-16
Deluge Corporation, Singapore’s Largest “L6”-Graded FDPS Contractor, Debuts on SGX
$Deluge Corporation Limited(9DC.SI)$ is Singapore’s largest1 vertically integrated BCA “L6”-graded Fire Detection and Protection System (FDPS) contractor, providing an integrated, end-to-end suite of solutions spanning the full fire protection lifecycle with an extensive track record across diverse sectors in Singapore. The Group specialises in providing an integrated, one-stop suite of solutions across the fire safety value chain. It is organised into three business segments including: Integrated projects – provide comprehensive fire detection and protection engineering and M&E services for both land-based and offshore projects. Lifecycle services - provide ongoing maintenance and servicing solutions for installed fire detec
TOP44%-53% gross margin is unusually rich for this kind of contractor, and mandated maintenance makes the cash flow stickier than it looks 👀
1.14K
·
10-16
🌟With challenging energy markets in Australia, my top pick is $ORIGIN ENERGY LTD(ORG.AU)$ as it is one of Australia's dominant Tier 1 integrated energy companies. Origin controls about 26% of the domestic electricity and gas retail market. Analysts view Origin as a favoured defensive haven and income generator. This is driven by its unique multi pronged business structure. This hedges its exposure to volatile domestic power markets. Origin's operations are divided into 3 divisions: Energy Markets - domestic retail & generation. It serves over 1.8 million customers. It has a large generation portfolio too. Integrated Gas: Origin has partnered with Australia Pacific LNG exporting LNG globally.
TOPDefensive maybe, but APLNG is not a clean hedge here. The contract exposure to Asian spot still leaks more volatility than this post admits
8.19K
·
10-16
NFLX 6% layoff and Q3 Earnings spell BUY ?
Pre-Earnings Analysis. As $Netflix(NFLX)$ prepares to report its Q3 2026 earnings on Tue, 30 Oct 2026, after the market closes, investors face a critical turning point. Once a high-flying growth darling, NFLX has experienced a difficult 2026. Share prices are down roughly -25% YTD and -42% over the last 12 months, pulling the stock to around $69 - 70 per share (down from higher past levels, though still up +97.6% over a 3 year period). To decide whether NFLX remains a buy before its Q3 2026 earnings report, investors need to examine the (a) company's current business situation, (b) financial strength, and (c) stock valuation. They should also compare the short-term outlook with the long-term prospects using recent company updates and market commen
TOPAt 72.61 with profitability still screening strong, I’d still call it a selective long term buy. The cash generation matters more than the layoff headline here
6.28K
·
10-16
[Events] 8 Trading Moments — How Many Have You Been Through? 👀
Ever sold a stock right before it took off? Bought the dip, only to watch it keep falling? Or watched a great trade turn into a loss because you held on too long? [Cry] If you've been investing for a while, chances are you've experienced at least a few of these. We've put together 8 trading moments that might feel a little too familiar. Some are frustrating, some are just bad luck, and some are pretty funny when you look back on them.[Cry] Take a look at the comics and see how many you've been through! Disclaimer：Not financial advice. Investment involves risk. This advertisement has not been reviewed by the Monetary Authority of Singapore. All logos and trademarks in this advertisement are the property of their respective owners, and their use does not imply affiliation or endorsement by t
TOPHonestly, I feel like I've unlocked the ultimate achievement of experiencing all 8 of these painful trading moments firsthand. From watching a stock rocket right after I sold to holding a bag after buying the top, the market always finds a way to humble us. The one that definitely hurt the most is #5: Big gains on paper… but now it’s red. Watching a position sit comfortably at +50% and refusing to lock in profits, only to ride it all the way down into a 10% loss, is a unique kind of emotional damage. Another classic facepalm moment is #7: Picked the winner... but bought too little. I remember nailing the research and picking a massive winner, but only putting in a tiny allocation, watching it surge +100% while my heavy-conviction positions stayed completely flat! @Tiger_comments @TigerClub @TigerStars @TigerEvents
615
·
10-16
Ada Tan Jia Ying: Prime Margin, Prime Cash, and the Account Rules New Tiger Users Should Know
Speaker: Ada Tan Jia Ying Hey Tigers 🐯! For many new investors, the first instinct after opening a brokerage account is simple: “What should I buy?” But in the latest Tiger First Stripes: Getting Started with Tiger Trade App session, Ada Tan Jia Ying brought the focus back to something more fundamental: Before deciding what to trade, make sure you understand how you are trading. That means knowing which account you are using, whether leverage is involved, how much capital is actually available, and what fees may apply. These may sound like small operational details. But in practice, they can directly shape both risk and transaction cost. 🧾 Three Accounts, Three Different Trading Setups Tiger users may have access to three main account types: 1️⃣ Prime Margin Prime Margin supports leverage.
354
·
10-16
Ada Tan Jia Ying: Home, Quotes, and Portfolio — How to Navigate Tiger Trade
Speaker: Ada Tan Jia Ying Hey Tigers 🐯! A trading app can have dozens of features, but for a new user, the real question is much simpler: Where should I look first? During the latest Tiger First Stripes: Getting Started with Tiger Trade App session, Ada Tan Jia Ying walked users through the core navigation of Tiger Trade — from the customizable homepage to market quotes, portfolio tracking and profile settings. The key message was clear: A better trading experience starts with knowing where your information lives. For new users, learning the app structure first can make everything that comes after — research, monitoring and trading — much easier. 🏠 Home Page: Build the App Around How You Invest One of the first features Ada highlighted was the customizable homepage. Instead of forcing ever
551
·
10-16
Ada Tan Jia Ying: Tiger Points, Community, and What Users Can Do Beyond Trading
Speaker: Ada Tan Jia Ying Hey Tigers 🐯! When people first open a brokerage app, they usually think about one thing: Trading. But during the latest Tiger First Stripes: Getting Started with Tiger Trade App session, Ada Tan Jia Ying showed that Tiger Trade is designed to be more than just an execution tool. Beyond placing orders, users can also earn rewards, follow market discussions, learn from other investors, and access educational content inside the app. The bigger idea is simple: A brokerage platform can also become part of your investing routine — not just the place where you press Buy or Sell. 🎁 Tiger Points: Turning Activity Into Rewards One of the features Ada introduced was the Tiger Points system. Users can earn points through activities such as: • &nb