Kum Weng

    • Kum WengKum Weng
      ·10-11 20:13
      $SOXL 20270115 80.0 PUT$   SOXL — Recent Bullish vs Bearish News Bottom line: Over the past ~2 weeks the news flow on Direxion Daily Semiconductors Bull 3x Shares (SOXL) watchlist has been a tug-of-war: fundamentally bullish AI/storage demand headlines (Micron, Lumentum, Samsung, UMC) versus sharply bearish price action — the ETF fell 6–7% on 2026-10-07/08, then dropped another ~10% on 2026-10-09 despite a strong premarket bounce. The bullish case is currently narrative-driven; the bearish case is being expressed in the tape.
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    • Kum WengKum Weng
      ·10-11 19:55
      $AEM SGD(AWX.SI)$   AEM SGD (AWX.SI) — Recent News Balance Conclusion: The news flow I can retrieve on AEM SGD (AWX.SI) watchlist is almost entirely price-action headlines rather than company-specific catalysts — no earnings, contract-win or guidance stories surfaced in the search window. On balance the retrievable items skew mildly bullish, with the stock showing strong momentum, but the absence of fundamental news means the move is not well explained by disclosed events.
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    • Kum WengKum Weng
      ·10-03
      $SOXL 20270115 80.0 PUT$   SOXL (Direxion Daily Semiconductors Bull 3x Shares) — Recent News Balance Conclusion: Over the past month, news flow on SOXL (Direxion Daily Semiconductors Bull 3x) watchlist has skewed clearly bullish, driven by a memory/AI-chip "super-cycle" narrative — but the same flow shows repeated sharp single-day reversals, which is exactly what a 3x daily-reset product amplifies. The bull case is fundamental (Micron's blowout quarter, AI storage demand); the bear case is structural (leverage decay, rate sensitivity, profit-taking).
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    • Kum WengKum Weng
      ·10-03
      $DBS(D05.SI)$   Conclusion Recent news flow on DBS is thin and skewed positive, but not decisively so . The one genuinely substantive item is the Q2 2026 earnings beat with raised full-year guidance — a clear bullish catalyst. Everything else the search surfaced is either a Hong Kong business-sentiment survey (mildly positive) or low-signal retail forum chatter. I could not retrieve any credible bearish article (downgrade, NIM compression, asset-quality concern) in the period searched, so the bearish side is largely inferred from valuation/positioning context rather than news.
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    • Kum WengKum Weng
      ·09-27
      $DBS(D05.SI)$   DBS Group (D05.SI) — Assessment Conclusion: The business quality and dividend profile remain solid, but the entry point is not attractive right now. At SGD 78.00, DBS trades within 1.3% of its 52-week high and in the 96.7th percentile of its 52-week range, on a P/E TTM of ~19.9x and P/B of 3.15x — rich multiples for a bank whose EPS growth has flattened. The stock is priced for continued strength, so the risk-reward skew looks neutral-to-unfavourable for a fresh entry at this level rather than clearly positive.
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    • Kum WengKum Weng
      ·09-19
      $AEM SGD(AWX.SI)$ Still can subtain?
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    • Kum WengKum Weng
      ·09-12
      $DBS(D05.SI)$ Local benefit more with interest rate hikes?
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    • Kum WengKum Weng
      ·09-03
      $DBS(D05.SI)$ Still rising?
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    • Kum WengKum Weng
      ·08-28
      $DBS(D05.SI)$ Time for more?
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    • Kum WengKum Weng
      ·08-23
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