KienBoon
KienBoon
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avatarKienBoon
01-23 11:23
$ST Engineering(S63.SI)$   ST Engineering bull up to 4.8 when market opened. It was terrific, but was short-lived. Nevertheless it broke the previous All Time High 52wks record. Hope that it will continue its strong run progressively in view of the following report from RHB:  -Singapore Technologies Engineering's 2024-2026 profit growth is likely to be strong, RHB Research's Shekhar Jaiswal says in a research report. Come on ! Cheers ST Engineering. [Smile]  [Happy]  You can do it. Target price is about 5.2 as well by RHB research (21 Jan 2025). 
avatarKienBoon
01-22 15:06
Doesn't seem to push up the price. In the red today. Hope that the sentiment will turn positive soon and march towards all time high 52 wks. Cheers.
Singapore Technologies Engineering's 2024-2026 Profit Growth Likely Strong
avatarKienBoon
01-22 07:36
Really good news for tech counters. Hope that Trump will continue to check and moderate the AI orders etc. in order to strike a good balance between security concerns and business growths. Cheers President Trump. 
Nvidia Stock Rises After Trump Revokes AI Order. What It Means For Chip Makers
$ST Engineering(S63.SI)$   Oh no. ST Engineering is super lackluster today and in the red now. Poor and strange sentiment for STI as well. Most Asia indices are high green except STI. HK like bull up now.  Don't know what lousy news today. Is it SGD dollar weaking against USD in due time ?  Hope it will do better tomorrow. Cheers.
$Taiwan Semiconductor Manufacturing(TSM)$  wow. What negative news pull it down to 210 despite all tech shares up on Fri ? Strange sentiment indeed. I thought that it could reach 220+ with its excellent Q4 results. Anyone knows what's going on ? Sad indeed. Hope that it will do better on early next week. Cheers. [Speechless]  [Speechless]  
$Taiwan Semiconductor Manufacturing(TSM)$   Oh no. This TSMC in the red. All other tech counters are in the green. What's going on with this TSMC again ? Moreover US indices all green. 
$Taiwan Semiconductor Manufacturing(TSM)$   Quite disappointing in a way with the performance of TSMC shares price despite record breaking revenue for the 4Q. It ended at the lower end instead of nearing $220+. Sad indeed. However hope that it will continue its upward march subsequent and also more investors buying TSMC. Cheers.[Tongue]  
Go go go TSMC. All the way to another ATH 52wks. Cheers.
TSMC’s Outlook Beats Estimates In Sign Of Resilient AI Spending; Semiconductor Shares Gained
I guessed TSMC should bull up tonight by about 5 to 10%+ in view of its increasing revenue from the AI wave. Recent Dec revenue alone is already about SGD $11.5 bil, which is quite significant indeed in comparison to other conglomerate companies. The numbers speak for themselves. Cheers TSMC ! [Smile] [Smile] [Smile]
$ST Engineering(S63.SI)$   Go go go ST Engineering.  Maintain the momentum towards ATH 52wks. Cheers. [Grin]  [Grin]  
$ocbc bank(O39.SI)$   Seems quite bad market sentiment today despite share buyback, etc. from OCBC. Quite similar for the other two banks. Strange indeed. Thought FED potential reduction of interest rate cuts would be beneficial to banks in terms of interest income. Not sure any other geo political issues that are affecting market sentiment. Other than Trump coming on board soon. Maybe many are taking a more cautious approach or wait-and-see situation. Hope banks will continue its upwards march in due time. Cheers OCBC ! [Smile]  [Smile]  [Smile]  
This is really good news for shareholders. It would also raise the equity value if it is cancelled.  Hope this will attract more investment from the market for ST Engineering. Cheers. [Smile]  [Smile]  
Singapore Technologies Engineering Buys Back Shares Worth Over SG$2 Million
$Taiwan Semiconductor Manufacturing(TSM)$   What's going on with TSMC ? Thought 4Q results are good ? Seems to drop a lot now. Oh no.
$ocbc bank(O39.SI)$   Oh no. What's going on today ?  In deep red for most counters, including OCBC despite recent share buyback from OCBC. Hope that OCBC will also consider to cancel the shares like what DBS did for its share buyback. This will enhance the earnings per share. Hence market value will be elevated. Cheers. And also hope that OCBC upcoming results will meet the lofty market expectations. Come on OCBC ! [Happy]  [Happy]  
$ST Engineering(S63.SI)$   Oh my ! ST Engineering down so much just within 30mins from opening. What news again causing panicky situation ? Sad indeed. Is it FED interest rate issue again or Trump issue? Sentiment seems very bad this morning.  Hope it will U turn later. Maybe it is a good chance to buy in too if available. [What]  [What]  
Wow. What's wrong with STI ? Dropped quite a lot this morning. Thought HK and China are green. Oh no. Is it FED interest rate issue again ? Anyone knows what's going on ?
$ocbc bank(O39.SI)$   Seems super bullish for OCBC today. Understand target price from Phillips Securities is 18.80. Hope that OCBC will reach that target price progressively. Dividend is still very good at abt 5%. The dividend policy is to maintain a 50% payout ratio with respect to its net profit.  Go go go OCBC! [Smile]  [Smile]  
$TSM 20250117 240.0 CALL$   Sell above covered call at $2.40.  First time try. Hope that it goes well. Cheers. Premium received is abt US$240 for 1 lot. Pls let me know if any comments. [Smile]  
$Taiwan Semiconductor Manufacturing(TSM)$   Go go go TSMC. It should be setting a new record all time high 52wks for today. Hope that more and more investors will make TSMC their longer term investment in view of the increasing mkt demand for AI chips, etc. Cheers. [Smile]  [Smile]  [Smile]  
Good news indeed for TSMC. AI revenue will rise in tandem with increasing demand for many associated industries that need to enhance its products and tools with AI technology. Even Data Ctr is moving towards AI technology.  The share price reached $208+ this morning. However it closed at $207+ after post trading. Hope that it will continue its bullish run on next week, and attract more investors to invest in the longer term. Cheers. 
TSMC's 2025 AI Revenue Will Likely Rise Significantly

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