DBS now presents a massive buying opportunity - DBS’ capital position and earnings base remain healthy and management has committed to sustained high shareholder returns, including higher ordinary DPS and recurring capital‑return dividends for all of 2026 and 2027!
Singapore Shares Track Regional Gains to Start Week Higher on Chip Rally, US Fed Rate Cut Hopes
$Advanced Micro Devices(AMD)$ AMD’s latest sell-off looks like sentiment getting ahead of itself on expectations, then overcorrecting on disappointment, while the fundamentals still point to roughly 30% revenue growth, expanding margins and a growing AI/data center franchise that could materially lift earnings over the next few years. When a company with that profile is punished for not being “perfect” every quarter, I see such volatility as a chance to buy the dip, stay patient and let the mid-term and longer-term AI and data center thesis play out.
Gold has stabilized and rebounded towards the $4,750–$4,800 region. Time to buy the dip in GLDM and other gold ETFs before the trend becomes fully positive again.
$Spdr Gold Minishares Trust(GLDM)$ With the weakening US dollar, interest rates likely to be reduced at least twice more this year and increasing central bank purchases, have faith in gold!
$UOB(U11.SI)$ UOB provides the best value given that its P/B ratio is only 1.2 (lower than both DBS and OCBC) while still offering a generous 6.2% dividend yield. Of the 3 major Singapore banks, it is by far the most undervalued and the one with most potential for gains (both dividends and valuation)!
$NVIDIA(NVDA)$ BREAKING: Nvidia has made a $2.8 billion gain, or a 56% return, from its $5 billion Intel investment so far. The leading AI chip maker has purchased 214.7 million Intel shares (INTC) at $23.28 per share for $5 billion under the September agreement. Intel shares are currently trading at $36.20 per share; as a result, Nvidia’s $5 billion investment has grown to approximately $7.8 billion. Link at https://www.facebook.com/share/p/1CCvfUmywA/?mibextid=wwXIfr