$Sheng Siong(OV8.SI)$ Exited a small position on Sheng Siong. Sheng Siong will continue to grow as Singapore's population and BTO estates grow. Looking to buy back if it falls below $3.
$Singtel(Z74.SI)$ Bullish longer term play. I entered a position on SingTel this week as the share price slides. 12-month price target is S$5.30, implying about 22% upside from the latest cited share price of S$4.34, before dividends. Including the FY26 dividend of 18.5 Singapore cents, the total return case is roughly 26%. This is broadly in line with market consensus of about S$5.18 and broker targets around the low-to-mid S$5 range. My bullish thesis is that the market is over-penalising Singtel for short-term concerns while underpricing three durable drivers: rising associate earnings, capital returns from asset recycling, and the repositioning of Singtel from a mature telco into a regional digital-infra
$DBS(D05.SI)$ I have owned DBS shares since 2015. Bought a small position on Tiger Brokers recently and already up more than SGD1,300, stable stock, great growth potential and innovative initiatives in AI. This is a long term staple in every Singaporean portfolio.
$Genting Sing(G13.SI)$ Genting Singapore (SGX:G13) — post earnings call analysis. Rating: HOLD / selective accumulate only below ~S$0.62 12–18 month target price: S$0.72 Longer-term bull-case target: S$0.85–0.90, but only if RWS 2.0 drives market-share recovery. Genting’s 1Q26 result was weak. Revenue fell only 3% y/y to S$607.6m, but net profit collapsed 55% y/y to S$65.2m. The key issue is not just top-line softness; it is operating leverage going the wrong way. Gaming revenue fell 8%, while non-gaming rose 8% from higher attraction visitation. Adjusted EBITDA dropped 24% to S$179.0m.  The market reaction is understandable. G13 fell as much as around 10.9% on 13 May after the result, and DBS downgraded it to Hold with a S$0.67 ta
$Walt Disney(DIS)$ Disney Earnings: The Mouse House Is Quietly Becoming a Global Experience Monopoly For years, the market treated The Walt Disney Company as a legacy media company trapped between declining cable TV economics and an unprofitable streaming war. That narrative is starting to break. Disney’s latest earnings showed something more important than just a beat on EPS and revenue — it showed the emergence of a more integrated, higher-margin ecosystem where streaming, parks, cruises, gaming, and IP reinforce each other in ways competitors cannot easily replicate.  Revenue rose 7% year-on-year to roughly US$25.2 billion while adjusted EPS came in at US$1.57, ahead of consensus expectations. More importan
Alibaba earnings play! If cloud growth disappoints or AI spending continues to outpace monetization, the stock could easily fall back toward the US$120 range as investors revert to viewing Alibaba as a slower-growth retail platform rather than an AI infrastructure leader. Currently, Alibaba feels like it is sitting directly between two identities: Old China e-commerce giant vs. emerging AI platform company. The next earnings report may determine which narrative wins. I hold a small position in BABA and will consider selling Put at $120 strike price to capture the high IV before earnings.
Hong Kong Tech Watchlist for Monday, 11 May 2026 With U.S. tech and AI semiconductor stocks having already moved higher, the next question is whether capital rotates into the laggards. If market conditions remain supportive, China tech could be next in line. Historically, Hong Kong-listed China tech often lags global AI and U.S. tech rallies before catching up when earnings, policy tone and liquidity align. This makes next week important. The opportunity is not just “cheap China tech,” but selective exposure to companies where AI, margins, product cycles and shareholder returns can drive a re-rating. 1. Tencent — 0700.HK The highest-quality core holding in China internet. With earnings due 13 May, investors will watch whether AI can keep improving advertising, games and cloud margins. If g