Looks like big cap are enjoying upside while small & mid cap are suffering sell off.  Hope after reporting period small & mid cap could pick up

🌟🌟🌟NTT DC REIT $NTT DC REIT USD(NTDU.SI)$ is a pure play global data centre vehicle.  Despite beating its initial IPO metrics last week by delivering a maiden DPU of 5.56 cents, the share price continues to trade flatly near its launch price. Why?  As long as global central banks keep interest rates higher for longer, the entire REIT sector faces intense macro headwinds. However for dividend focused investor like me, its forward dividend yield of 10.8% is very attractive.  I have put this REIT on my watch list. @Tiger_SG @TigerStars @Tiger_comments

AEM is not on watchlist but someone told me his story of long waiting for AEM to turn around and to be so profitable now. Learn to have patience.

CSE Global: A Hidden Gem in SGX 🌟🌟🌟Move over hyped up Silicon Valley software companies.  $CSE Global(544.SI)$ , Singapore listed global systems integration powerhouse has just announced its Q1 2026 business update on 14 May 2026.  The verdict?  It was an absolute operational masterclass that forced analysts to take note and re-price this hidden gem in the SGX. The Q1 2026 Results:  An Electrification Tsunami  CSE Global's real-time financial ledger shows that its multi year pivot into hard physical infrastructure, utilities and green energy infrastructure is hitting its exponential stride: The Order Book Explosion:  CSE Global secured a staggering SGD 271.2 million in brand new order inflows for Q1 2026, marking a

My bet is on the 3 banks

Trust the process! Let's go! 

Have trust this Toku.

This earnings season feels quite sentiment-driven, especially around AI infra and tech-linked names. I’m still bullish on companies benefiting from structural demand growth in semicon and data centre expansion, but I think the market is starting to price in near-perfect execution for some counters. AWX and some of the AI infra-related names definitely caught my attention this season. Momentum is strong, but after such a sharp move I’d probably stay cautiously bullish instead of chasing blindly here. Going forward, I’ll probably focus more on order visibility, margins and management guidance rather than just revenue growth alone. Wouldn’t be surprised if we see stronger differentiation between fundamentally strong names and those simply riding sector momentum.

Not just $NTT DC REIT USD(NTDU.SI)$, $Keppel DC Reit(AJBU.SI)$ wasn’t moving much too. It seems like the the data center isn’t part of the ai infrastructure movement and did not gain from the forward movement. There are limited stocks in Singapore, so just have to wait for the right time and price to enter in for a position. Other them $AEM SGD(AWX.SI)$ are you considering?

fuel cost impact, likely result affected

reit

🌟🌟🌟 $SIA(C6L.SI)$ has just announced its highly anticipated full year results on 14 May 2026.  While the passenger volumes has hit a historic peak, SIA's net profit dropped by 57% to SGD 1.18 billion.  The market has instantly punished the stock, dragging it down its 52 week low to close at SGD 6.27. What happened?  SIA copped a massive SGD 945.2 milion share of losses from its 25.1% stake in Air India and the absence of last year's one off SGD 1.1 billion accounting gain. On top of that SIA suffered from the brutal impact of high jet fuel price hike due to the Iran War. On the bright side, SIA declared a total full year dividend of SGD 0.37 per share including a surprise special final dividend.  This represents a nice juicy

🌟🌟🌟What an amazing turnaround for $AEM SGD(AWX.SI)$ !    When I bought AEM at SGD 4.144, I saw it cratered into SGD 1.19 abyss but I held on.  That was when I was caught in the painful tail end of inventory correction that plagued AEM's key customer Intel. Fast forward to today and AEM has skyrocketed to SGD 9.91, a stunning 18.68% in just 1 day! This sudden vertical explosion in the chart was triggered by their recent Q1 26 update.  AEM's net profits quadrupled - up 329%, proving that it is now capturing massive wallet share from global fabless AI giants like NVIDIA and AMD. When I bought AEM, I believe in its sound business fundamentals and now it has proven that it can survive a brutal cyclical downturn and emerged

what happened to kepprl DC REIT??

I’m watching both $AEM SGD(AWX.SI)$ $NTT DC REIT USD(NTDU.SI)$ because they represent two very different AI infrastructure plays. Personally, I think AEM’s +18% surge shows the market is finally pricing in a real semiconductor equipment recovery after a difficult 2024. If AI accelerator & HBM demand keeps rising, AEM may still have more upside. For NTT DC REIT, the muted reaction also makes sense. REIT investors still focus heavily on DPU growth and interest rates, and elevated bond yields are limiting upside for the sector. The market likely wants clearer proof that AI demand can support stronger distributions before rewarding the stock with a higher valuation. Between them, I currently prefer