KienBoon
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01-31 11:54
$Mapletree Log Tr(M44U.SI)$   Anyone knows why this Mapletree log down so badly today in comparison to other REITs.  Strange indeed. Oh no. [Speechless]  
Happy Lunar New Year 2025 ! Have good health is most importance. May all continue to do well in their equities investments in the longer term including having regular good dividend from blue chips counters such as Banks and REITs. Cheers and enjoy the CNY celebrations. [Smile]  [Smile]  [Smile]  
$ocbc bank(O39.SI)$   Quite disappointing performance of OCBC share today. From high green to nothing. Really strange mkt sentiment indeed. Hope it will do better on this Friday.  Sad. [Speechless]  [Speechless]  
$Taiwan Semiconductor Manufacturing(TSM)$  r Really alarming indeed. First time see TSMC down so much in 1 day. It is really unnecessary market knee jerk reaction. Can't believe this China deepseek can cause such an adverse reaction without considering the consistent good performance of company. Sad indeed. Nevertheless it might be good opportunity to buy in with this ridiculous dip if you believe in the long term business of TSMC. Cheers. [Shy]  [Shy]  
$Taiwan Semiconductor Manufacturing(TSM)$   Wow what's going on ? Dropped so much.  Oh no indeed. Hope can u turn tonight. 
$SGX(S68.SI)$   Bought some SGX shares on Friday. Hope that it will move towards 13.0+ subsequently in view of the improving mkt sentiment. Nevertheless, SGX has quarterly dividend of about 9c. It can be for the longer term investment as well. Come on SGX ! Cheers. [Smile]  [Smile]  
Nice works by President Trump again. It is really practical and rational to highlight on his views with regards to the interest rate of central bank. Gernally, inflation could be largely due to certain staple products such as oil, housing, vehicle, etc. speculated or increased by certain taxes, reduced supplies for example. Those are the real concerns of most people. It is really great that he spoke out on this with regards to the FED rates. Hope that it will go well. Cheers Trump.
Trump Says He'll Demand Lower Rates, Claims He Knows Rates Better Than Fed
$ST Engineering(S63.SI)$   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). 
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
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.

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