Just back from Japan. iPhones everywhere. It's not just anecdotal; data shows $Apple(AAPL)$ consistently dominates their smartphone market (50-60%+ vs. ~45% in the US). In a country obsessed with quality and reliability, that speaks volumes. It means: Top-tier product quality: Winning over discerning Japanese consumers is a huge validation. Sticky ecosystem: High switching costs = predictable recurring revenue. Strong brand, premium pricing: Apple commands pricing power in a quality-focused market. As an investor, I look for solid fundamentals and long-term value. Apple's Japan success reinforces their global brand strength and long-term potential. That's why I'm long AAPL.
Maritime is going green, and $Seatrium Ltd(5E2.SI)$ is leading the charge. This isn't a trend; it's a transformation, creating a significant investment opportunity. - Decarbonizing the Seas: Seatrium is at the forefront of building next-generation, low-emission vessels (LNG, methanol, ammonia, hydrogen) and retrofitting existing fleets for compliance. This is a massive, growing market. - Engineering Powerhouse: The merger has created a stronger, more diversified entity with deep engineering expertise and proven project delivery capabilities. - Strategic Advantage: As a Singaporean state-owned company, Seatrium benefits from government support and a prime location in a global maritime hub. The shift to sustainable shipping is a structur