Key updates on $NVIDIA Corp(NVDA)$ from the past two weeks: Q3 Earnings (Nov. 20): Revenue surged 82% YoY to $33.07 billion, driven by strong demand for AI chips​ markets Dow Jones Addition: NVIDIA joined the Dow Jones Industrial Average, cementing its blue-chip status​ Investopedia Product Update: Minor issues reported with next-gen Blackwell GPUs, but market impact is expected to be minimal​ NVIDIA experienced mixed developments recently. Initially, the stock reacted positively, trading above $140 (a new all-time high) after Q3 earnings. However, last night’s close fell below the low of the doji mentioned earlier, indicating weakening momentum at this point. As highlighted in the

Overview: Global Markets Steady Amid Keppel’s Strategic Shift Global markets showed mixed signals on Monday, as investors navigated corporate updates and macroeconomic concerns. In Singapore, Keppel Corporation’s $Keppel(BN4.SI)$  announcement to acquire 13 legacy rigs and set up a private fund for rig management garnered attention. Keppel's stock rose modestly by 0.3%, reflecting cautious optimism from the market. Elsewhere, U.S. markets remained subdued ahead of economic data releases, while Asian markets showed resilience amidst geopolitical uncertainties. Keppel’s Strategic Move: Strengthening Rig Management Keppel Corporation’s acquisition of 13 legacy rigs via a capital reduction exercise and plans for a

Market Overview With Disney $Walt Disney(DIS)$  set to report its fiscal Q4 earnings, the entertainment giant’s performance is anticipated to be a key indicator for the media and streaming sectors. Investors are looking for signs of sustained profitability in Disney's streaming division and potential growth in its theme parks business. The results could impact both Disney’s stock trajectory and investor sentiment across the entertainment and media industries, especially given the fierce competition in streaming and the rising economic pressures on consumer spending. Segment Highlights 1. Streaming Battle Intensifies  Disney's direct-to-consumer streaming division has shown profitability for the first time in

Market Overview: Broad Sentiment Stays Cautiously Optimistic Global equity markets are currently balancing a mix of positive corporate earnings and macroeconomic uncertainties. Tech and semiconductor-related sectors are experiencing renewed investor interest, driven by strong earnings reports. Meanwhile, bond markets remain steady as inflation concerns ease, while the U.S. dollar shows signs of softening amidst expectations of a more dovish Federal Reserve. In this environment, selective opportunities in key industries like semiconductors are capturing market attention. Semiconductor Industry: A Growth Engine Frencken Group’s $Frencken(E28.SI)$  Q3 results underscore the resilience of the semiconductor sector.

Overview: Markets React to Mixed News and Dividend Announcements The market has shown mixed signals this week, with investors balancing optimistic corporate earnings against broader economic concerns. In Singapore, Riverstone Holdings $Riverstone(AP4.SI)$  , a prominent glovemaker, reported a substantial 21.8% increase in third-quarter net profit, rising to RM72.2 million (S$21.8 million) from RM59.3 million a year prior. This positive financial performance was accompanied by a proposed interim dividend of RM0.04 per share, signaling solid fundamentals despite recent pressures on its stock price, which dipped 2.2% prior to the announcement. This news invites both institutional and retail investors to consider

Market Overview Seatrium’s $Seatrium Ltd(5E2.SI)$   recent financial and operational developments indicate robust growth potential in the offshore and marine sector. With a significant increase in its net order book to S$24.4 billion, reflecting new projects scheduled for delivery through 2031, Seatrium has reinforced its status as a key player. The company’s ongoing efforts to secure additional high-value contracts, such as the letter of intent signed with a Japanese construction company for a heavy lift vessel, highlight promising future revenue streams. This optimistic news led to a 2% uptick in Seatrium’s share price, closing at S$2 on Friday. Segment 1: Offshore and Marine Sector - Seatrium's Market

Overview: Broad Market Stability with Opportunities in Consumer Goods The global markets are showing mixed signals, balancing steady growth with cautious outlooks in various sectors. Key consumer goods companies, particularly those in the food and beverage industry, continue to exhibit resilience. Food Empire $Food Empire(F03.SI)$  , a notable player in the market, has reported positive revenue growth, reinforcing potential investment opportunities in consumer staples amid economic uncertainties. Investors are exploring ways to leverage this growth, particularly in emerging Asian markets, where demand continues to rise. Market Segment 1: Food Empire’s Revenue Growth Story "Revenue Surge Reflects Strong Asian Market Demand" Food Empire's rec

Market Overview Venture Corporation’s $Venture(V03.SI)$  recent third-quarter results reveal a challenging period, with net profit falling by 4.7% to S$60.6 million and revenue declining by 3.9% to S$689.7 million. This dip, attributed to weaker demand in sectors like life sciences, consumer lifestyle, and test and measurement instrumentation technology, signals a shift that investors should consider. Notably, Venture Corp’s stock closed at S$13.65, a slight uptick of 0.2% (S$0.02) just before the announcement. While this performance may initially appear unfavorable, it presents potential entry points and strategic opportunities for long-term investors looking to benefit from future growth. Segment Insights 1.

Overview: Markets Steady but Cautious as Real Estate Investment Expands Global markets are showing mixed sentiment, with a balance of cautious optimism and concerns over potential interest rate adjustments by central banks. Investors are closely watching moves in various sectors, with real estate investment trusts (REITs), logistics, and infrastructure emerging as focal points due to the growing demand for industrial spaces in the U.S. economy. The latest announcement by CapLand Ascendas REIT (CLAR) $CapLand Ascendas REIT(A17U.SI)$  signals potential for stable returns, as the REIT expands its portfolio into U.S. logistics assets. The broader market remains responsive to such real estate developments, as REIT

Market Overview Global markets have been navigating a period of uncertainty, marked by fluctuating economic data and mixed investor sentiment. In the backdrop of rising inflationary pressures, investors are increasingly seeking stocks that show resilience and growth potential. One such example is First Resources $First Resources(EB5.SI)$  , a key player in the palm oil sector, which recently posted impressive earnings despite broader market headwinds. First Resources Earnings Boost First Resources reported a solid 19.3% increase in net profit for Q3 2024, climbing to US$61 million from US$51.1 million in the same period last year. The company's performance was driven by stronger average selling prices and improved processing margins. This m

Market Overview Global markets have been experiencing mixed performances lately, reflecting ongoing macroeconomic uncertainties and cautious consumer spending. However, the tech and e-commerce sectors have shown resilience, with Shopify’s $Shopify(SHOP)$  recent earnings announcement highlighting the potential for growth even amid these headwinds. Shopify's impressive forecast and market reaction underscore the investment opportunities available for those attuned to sector trends, particularly in AI-enhanced e-commerce solutions. Segment 1: Shopify’s Staggering Outperformance Shopify’s stock surged by 25% on Tuesday following an upbeat fourth-quarter sales forecast that exceeded market expectations. The Canadian

Overview: Rubber Market Rebound Drives Investor Optimism The latest earnings report from Sri Trang Agro-Industry (STA) $Sri Trang Agro(NC2.SI)$  has sparked renewed interest in the rubber sector. This turnaround, with STA posting a net profit of 517.3 million baht (S$20 million) for Q3, marks a sharp recovery from a net loss of 410.2 million baht during the same period last year. The shift was mainly driven by increased demand and higher average selling prices for natural rubber, which have been influenced by a mix of global economic factors, including the recovery of industries reliant on rubber and a surge in demand from the automotive sector. Natural Rubber Market: Demand and Price Surge The natural rubber market has been buoyed by an up

Market Overview: Resilience Amidst Global Volatility The global markets have been navigating through a mixed bag of economic indicators, with steady recovery in some regions and pressures from inflation and interest rate adjustments elsewhere. While tech and consumer sectors are experiencing fluctuations, transportation and logistics companies are seeing renewed investor interest, driven by growing demand and improved financial performance. Amid this backdrop, Singapore Shipping Corporation Limited’s (SSC) $SingShipping(S19.SI)$   impressive 71.9% increase in net income is a standout in the logistics and shipping industry, making it an interesting opportunity for investors. Segment Analysis 1. Shipping & Logistics Growth Potential