MHh
MHh
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avatarMHh
09:16
I like both as both recently reported earnings that beat expectations. Of course, popmart exceeded more. In the short term over less than 1 year, I would favour popmart as the craze over the dolls like labubu continues. However, there is no telling when this craze would die down and they cannot expand as fast as expected. On the other hand, mixue’s price point reaches out to the masses and now has even more outlets than Starbucks. There is still capacity for it to even have more outlets that would contribute to its revenue. The main issue would be the rise of competitors in the future. If I were to choose one that I would hold for more than a year, I feel that mixue would be less risky as indulging in tea and sweet treats is more likely to happen than the masses getting the dolls and blind
avatarMHh
04-02 10:45
I think the ‘April effect’ will be eroded by trump’s tarring pressures. Afterall, the world hates trade wars and investors hate uncertainty. Trump threatens tariffs again and again as his negotiation wild card but does not commit to them or may u-turn once the country relents on their own tariffs for American goods. The fear will go on as long as uncertainty exists and the wars don’t end as trump promised. I wouldn’t consider antifragile trades as they may also reverse unexpectedly as long as the trump news subsides or both countries can real a new deal or lowered tariffs for both sides. I would prefer to watch and buy good stocks at a discount. @SPOT_ON @rL
avatarMHh
04-01 10:25
A nervous investor calls his broker. "My portfolio is doing terribly! Everything is down!" The broker says, "Relax, sir. Think of it like a rollercoaster. You have to go down before you can..." The investor interrupts, "Yeah, but this rollercoaster seems to be missing the 'going back up' part and just keeps digging a hole down!" @Success88 @Fenger1188 @HelenJanet @Wayneqq @Kaixiang @DiAngel @SPOT_ON
avatarMHh
03-31
$CapLand IntCom T(C38U.SI)$   Singaporeans' favourite pastime is to shop!
avatarMHh
03-31
I love beef rendang, the aroma of the spices and the well cooked beef that comes apart easily in my mouth and releasing the fragrance of the spices. Unfortunately, my family does not have the recipe for it. I have to go the Malay stalls to get good ones. I would love for anyone here to share with me a good recipe for beef rendang! I love kueh salat with the Pandan fragrance and ondeh-ondeh, especially those with the liquid core that spills out with a bite and with a sweet coconut core or sweet. @Universe宇宙 @rL @Kaixiang @Success88
avatarMHh
03-31
$Keppel DC Reit(AJBU.SI)$   For the longer term with the limited data centres in Singapore 
avatarMHh
03-30
I think both trump and high valuations drag down the market. Valuations have been high and trump’s tariffs put fears of trade wars and created uncertainty for investors. I am still in the green for my US stocks and would prefer to hold them. In the longer term, I still believe that the stocks will go higher and generate more returns for me. For now, I would not add positions yet as I think there is still further downside with the heightened fears for trade wars and uncertainty. I will definitely add to my positions at my target price. For now, it will be kee calm and just watch the bloodshed, no need to rush into trades. If volatility is high, I might consider swing trading good stocks with good long term prospects so that even if I’m ‘stuck’ with it, I would not be worried.
avatarMHh
03-30
No I won’t participate in Chagee’s IPO. The decline in same store sales is concerning. I’m not sure if there is sufficient demand and sale volume to continue to drive profits. The fact that it is reaching out the middle income means that its outreach to the masses will be limited. I do like its drink and admit that I prefer it over the other tea brands as it is definitely more fragrant than its competitors and the transparency on its calories does apppeal to my health needs. However, I am not confident that it would remain profitable and have offer me great returns in my investment in it. I would prefer to watch further to determine its profitability and ability for the business to flourish. @Kaixiang
avatarMHh
03-29
I bought mainly HK stocks so I’m happy! I bought mixue and mao Geping. As with the usual HK stocks, it is volatile. So, I have been mainly trading them to get profits. I think it is my experience from the past that it is better to have smaller profits than to be stuck with it. I will only buy stocks that I believe will do well in the longer term and seek to buy them at the appropriate price before selling them off to take profit. This will be my strategy in Q2 as well. The more volatile it is, the better it is to swing trade. The underlying important thing is still to only buy good companies that I do not mind holding. @SPOT_ON @Fenger1188
avatarMHh
03-29
Feels like a hurricane these few days. Whether it is the US or the China/HK market, it is volatile and unpredictable. Inflation, world news, potential trade wars, natural disasters are shaking investors’ confidence. @DiAngel @Success88 @HelenJanet @Universe宇宙 @rL @Wayneqq @SPOT_ON @Fenger1188 @Kaixi
avatarMHh
03-27
I am a right-side trader. For example, the HK market has been dropping in the last 4 years. In this market, I won’t be a left side trader as the lows can get even lower and I don’t want to be catching a falling knife. So, I prefer to be wait for the trend to reverse before entering or to enter when there is some sign of a rally. For US stocks and SREITS, I prefer to enter when my target price is reached as I tend to invest in these for the longer term. However, I may swing to become a left-side trader during earnings season. I might try to get ahead of a rally if I expect the company to be able to meet or exceed expectations. This is risky, so it has to be stock that I believe in the longer term prospects and the entering price has to be reasonable.
avatarMHh
03-27
My US portfolio is definitely down but my HK portfolio and SREITs have generally gone up. I would say I’ve lost money because I’ve not bought much US stocks compared to my HK stocks and I do have time to wait out for the next rally. Moving forward, I won’t buy heavily into US stocks. I will be waiting for a good opportunity to take profit. I think the current US stocks is only safe for swing trading and to trade on news. I will also adopt the same strategy for my HK stocks given the rally so far even though valuation is still cheap. This is because stock can always drop especially with fears of trade wars, HK stocks have shown to be volatile and quick for a sharp drop with news that investors don’t like, and many might be taking profit already. Although I count myself as an investor, the v
avatarMHh
03-26
$Keppel DC Reit(AJBU.SI)$  For the longer term due to the limited number of data centres in Singapore 
avatarMHh
03-24
$TENCENT(00700)$  market should be happy now that trump signals reduced tariffs and the risk of trade war is reduced.
avatarMHh
03-23
This is my plush tiger, very nicely protected in the cover still. I treat it like a precious toy for keepsake and would prefer to keep it clean. I do not create any DIY outfits as I like my toys in their original state. I guess I’m just nostalgic…and it reminds me of my journey with $Tiger Brokers(TIGR)$. @Universe宇宙 @Wayneqq @rL @DiAngel @HelenJanet @Success88 @SPOT
avatarMHh
03-22
If the stock market were a person, I’d say he is an irrational person with mood swings and occasionally disregards fundamentals. @Fenger1188 @Kaixiang @SPOT_ON @HelenJanet @rL @Universe宇宙 @Wayneqq @DiAngel @Success88 come join
avatarMHh
03-21
These protests and political halo have escalated beyond my expectation and are uncalled for. Their efforts will be futile. There are still many Tesla fans and both musk and trump are not going to stop what they intend to do. Undoubtedly, other competitors will try to seize Tesla’s market share but it is still a household name for people looking to own EV. So, I don’t think Tesla will dip lower than $200 unless there are other news such as sales not meeting expectations, further vehicle recalls due to faulty parts or problems in its production line. I will never buy Tesla share as I believe there are better competitors especially the Chinese EV companies that are rising up and I like BYD. Nonetheless, I think it might drop to $210-220. @rL
avatarMHh
03-20
Li's qualities as a leader—strategic thinking, resilience, and a focus on long-term growth—are evident in his corporate success. For instance, during challenging times for Sea, he prioritized employee morale and long-term potential over immediate profitability. These traits could translate well into revitalizing Singapore football, especially in areas like infrastructure, talent development, and international competitiveness. However, a deeper understanding of football's inner workings is crucial for this role. Others in the football community may bring more extensive on-the-ground experience. Ultimately, the decision may hinge on whether the football community values visionary leadership and business acumen over traditional football expertise.
avatarMHh
03-20
Pop Mart has indeed been making waves, with its collectibles like Labubu and Molly becoming cultural icons, especially among Gen Z. These characters, with their unique designs and the thrill of blind box unboxing, have captured the hearts of young collectors worldwide. Labubu, for instance, has gained popularity partly due to endorsements by celebrities like BLACKPINK's Lisa. Pop Mart's strategy of creating trademarkable characters like Molly and Labubu has been a cornerstone of its success. The company has leveraged its proprietary designs to foster consumer loyalty and elevate its brand identity. I will not jump on this as I am not a fan of collectibles. I prefer buying the stock of pop mart and Moutai than to buy the products as there is no storage concerns for me and I feel that ther
avatarMHh
03-19
They are still too expensive and I won’t enter now. Will not buy the dip for MAGS and do not favour any of the MAG 7 stock given the current valuation. Fully agree with the analysts’ view on US stock valuation. I might swing trade during periods of volatility such as inflation reports, economy data but will prefer to wait and watch for longer term investment. @DiAngel @Wayneqq @SPOT_ON @Success88 @Universe宇宙 @rL

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