$Singtel(Z74.SI)$  IPO debut on 1 Nov 1993, intra day high at $5. It took more than 32 years to break the historical record high!

$CapitaLandInvest(9CI.SI)$  There has been chatter around CLI’s potential merger with either Mapletree or Frasers Property. While the market speculates on consolidation, I believe strategic discipline must prevail. 🔍 Mapletree Merger – Misaligned Portfolios, Minimal Synergy I’m negative on any CLI-Mapletree merger. Their portfolios are structurally divergent—Mapletree leans heavily into logistics and industrial, while CLI’s strength lies in integrated developments and hospitality. The overlap is minimal, and any merger would likely dilute operational clarity rather than enhance it. Forced integration across such different asset classes risks inefficiency and muddled execution. ✅ Frasers Property – A More Tactical Fit A buyout or merger with

No, the peak of this cynical cycle is already over. Expect DBS to drift gradually downward.

$SingPost(S08.SI)$  At 42 cents, SingPost looks materially underpriced given the near term catalysts. This is why shareholders should be optimistic:- - Asset realisation: Sale of SingPost Centre is a clear NAV catalyst. - Core postal drag: Domestic postal operations are loss‑making and need a structural solution; management is engaging in active discussion with the government in view to find a sustainable solution. - Network advantage: Dense network of ~2,500 touchpoints (~80% of the population within 10 minutes) provides a low‑cost platform to roll out higher‑yield services at scale. Assuming completion of the SingPost Centre sale and government support for the local postage obligation, a 65 cents target price is

$SingPost(S08.SI)$  Finally, Singpost issued option to purchase to Union Gas's boss for the 10 shophouses @$55.5m. Book value only $6.36m, expected to book a profit of $49.14m. Hosei liao, everything falling according to plan. Am I the only one excited about Singpost's prospect? 

$JMH USD(J36.SI)$  

$JMH USD(J36.SI)$  

$JMH USD(J36.SI)$  

$JMH USD(J36.SI)$  

$JMH USD(J36.SI)$   - Mandarin Oriental delisting: Executed “on the cheap” and clean — textbook consolidation to tighten control and unlock optionality. - Subsidiary strength: Performance aligned across the group; no visible drag, giving JMH room to move decisively. - Leadership reset: New boss in, sharpening competencies and strategy with an operator’s mindset instead of caretaker mode. - Shake-up underway: Structure, incentives, and capital allocation getting rewired — signals of intent, not optics. - Big moves plotting: Positioning for monetisation pathways (asset optimisation, brand leverage, capital recycling) with execution discipline front and center. --- Why it matters for JMH holders - Control premium: Consolidation of MO reduces f