$SIA(C6L.SI)$   Nov Passenger load factor  (PLF): 87.3 % +0.3% y-y SIA group carried 3.6 million passengers in November,+6 %. SIA PLF -0.4% Scoot’s PLF +3.3%  Cargo loads + 8.1%

$SATS(S58.SI)$   Sats and Vietnam Airlines have signed a landmark strategic partnership agreement in Hanoi on Dec 17 to boost aviation infrastructure and logistics capabilities. Under the new agreement, Sats and Vietnam Airlines will recognise each other as preferred partners for ground handling and cargo services across their networks. Sats will provide enhanced operational support while Vietnam Airlines will also extend partnership benefits in “suitable markets”. Both companies will also explore future collaborations, including developing a new cargo terminal in Vietnam.

$Keppel DC Reit(AJBU.SI)$   Keppel DC Reit bought two Singapore data centres for S$50.5 million from Keppel. The acquisitions will be funded by the Reit’s preferential offering and issuance of units.  Following the completion of the deal, the aggregate leverage of the Reit is expected to improve from 29.8 %to 29.5 %, with debt headroom of around S$944 million. The transactions are expected to occur by the first quarter of 2026. 

$Keppel Reit(K71U.SI)$   Keppel REIT is likely to increase its stake in the Singapore Marina Bay Financial Center Tower 3 in a near US$700 million deal. DBS Group and Hongkong Land currently own 33% stake each in MBFC Tower 3.

I predict 2 more cuts in 2026... Uncertainty and the economy will get worse in 2026 2H... If this really happened, expecting per cut will be 0.5% half yearly in 2026.

$Sembcorp Ind(U96.SI)$   Sembcorp Industries is reportedly near a deal to acquire Alinta Energy, the fourth-largest utility company in Australia. Alinta Energy has a combined maximum capacity of more than 2.8 GW with its four gas-fuelled power stations, a wind farm and also a coal-fired power plant in Australia, and another gas-fuelled plant in New Zealand. It provides gas and electricity to more than 1.1 million homes and businesses in Australia and New Zealand. Alinta Energy is now controlled by Hong Kong's Chow Tai Fook Enterprises

Expecting a rough month for Dec 2025.. We might see Santa Rally as a consolation for all traders.

I will prefer to top up my CPF SA account. Although the amount will be locked till my retirement but my money is 100% safe and guaranteed 4% interests. SRS might be good for tax rebate, but the interest is not enough for me to eat a good seafood meal... Although for SRS, the money can be used for investments, they are not 100% guaranteed with a " win -win situation.

All markets Wii dip 10+-20 % in 2026 with many people losing their jobs and companies earnings drop.

Will monitor for move signals and directions before buying

My best performing stocks: Singtel, Sembcrop and SIA All the 3  return was more than 100%++ except SIA 65%> Enough for me to bring my family to Japan and enjoy our holiday in Dec 2025

$ThaiBev(Y92.SI)$   ThaiBev posted a 6.8% drop in net profit to 25.4 billion baht (S$1.02 billion) for the full year ended Sep 30, 2025, from 27.2 billion y-y. Revenue -2.1% to 333.3 billion baht from 340.3 billion baht for FY2024. Net profit for spirits business :-7 % y-y. Net profit for Beer business: +24.6% y-y Net profit for non-alcoholic beverages :-13.5% y-y Food business net loss: 128m baht.💩 Publishing and printing business net loss: 243m baht 🫣 Final dividend : 0.47 baht  ( total dividends 0.62 Vs 0.6 y-y)💰💰

$Sembcorp Ind(U96.SI)$   Sembcorp ind has started talks over an initial public offering of its India unit in Mumbai and appointed three investment banks.🎉🎉 Talks are at an early stage and no decision has been made on the size of the offering. 🙏 Sembcorp's Indian arm, Sembcorp Green Infra, operates businesses in wind, solar and energy storage.  The IPO, targeted for launch within eight to nine months in Mumbai, will be advised by Citi (C.N), opens new tab, HSBC and India’s Axis Capital.🚀

After losing money, I learned how to treat myself better... better meals and enjoy life. Since I can afford to lose in the markets, why can't I treat myself better.😁

When the markets continue dipping for Phase 1 : -2% to -5% for minimum of 3 days and follow by a technical rebound... Phase 2: Dropping of another few days of -1% to -3%  after the 1 st technical rebound..

Cash with me is the best for current markets situation... Bottom -up? Who dare to say is bottom now? Which" expert?  .. For me, still the same saying: accumulate the cash, waiting for the the markets earthquakes before opening up the bank account and stay buying... Current trading strategy: Swing trade

I'm still waiting for another melt down... maybe another 2-3% melting of US markets.

buy Google... I don't need to follow Buffet... just ask ourselves... can you stop using Google? Basically most of the people use Google search engine and clouds... In the world, we cannot stop Google from getting bigger and bigger.

 OCBC ( before stock split) and Singtel is the stock that I have hold ... longest... accumulate since Singtel dipped to 243-266.. So happy to see Singtel at 4.85 and on the way to ST5.0 And OCBC on the way  to 20

fall after results