• Star in the SkyStar in the Sky
      ·07-15
      I'm so happy for Temasek. Well done.. I'm proud to hold that under the Temasek umbrella. Singtel, Sembcorp and SIA.
      11.19KComment
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    • MyrttleMyrttle
      ·07-15
      I would like to invest in some of the Singaporean banks like $DBS(D05.SI)$. I wonder if they make up any proportion of the global indexes like $BETASHARES GLOBAL SHARES ETF(BGBL.AU)$ and $VANGUARD MSCI IND INTL ETF(VGS.AU)$
      1.39KComment
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    • ZarknessZarkness
      ·07-14
      Replying to @koolgal:Good morning Shi fu ! I joined 😘//@koolgal: @rL @icycrystal @Zarkness @Shyon @KienBoon please join me in this exciting event to win more Tiger Coins 🥰🥰🥰//@koolgal:🌟🌟🌟As of March 2025, Temasek's top holding by market value is $DBS Group Holdings(D05.SI)$ with a 28% stake valued at approxim
      767Comment
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    • ZarknessZarkness
      ·07-14
      Replying to @Zarkness: @MojoStellar @icycrystal @SPACE ROCKET @melson @Barcode @Shernice軒嬣 2000 come join in to have ur views and win rewards !//@Zarkness:Congratulations 🍾 🎉 It’s very proud moment to see temasek to have such a good performance year to date results. Hopefully they can cash some profits out and put it to great use . I have some of the st
      689Comment
      Report
    • ZarknessZarkness
      ·07-14
      Congratulations 🍾 🎉 It’s very proud moment to see temasek to have such a good performance year to date results. Hopefully they can cash some profits out and put it to great use . I have some of the stocks which is overlapping with temasek . Like Singtel , Ocbc. Shengsiong . Been selling abit to cash out the profits . Will get in again when drop . 🌹🙏
      492Comment
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    • koolgalkoolgal
      ·07-14
      🌟🌟🌟As of March 2025, Temasek's top holding by market value is $DBS Group Holdings(D05.SI)$ with a 28% stake valued at approximately SGD 132.2 billion.  DBS continues to anchor Temasek's Singapore based portfolio, reflecting its strategic importance and consistent performance as Singapore's No. 1 bank and the largest in South East Asia. I am so fortunate to have DBS as my top holding stock too as I believe in its solid fundamentals, excellent management team and nice, juicy dividends that it pays every 3 months. As a Singaporean I am also very proud of how far DBS has progressed to have won so many accolades and awards over the years, the best being the Safest Bank in Asia for 16 consecutive years from 2009 to 2024 by Global Finance.
      1.67KComment
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    • KKLEEKKLEE
      ·07-13
      Temasek just released its annual portfolio review — and once again, investors around the region are eagerly diving in to see where Singapore’s state investment giant is placing its long-term bets. With a portfolio worth over S$400 billion and holdings that span across tech, finance, biotech, and green energy, Temasek’s strategy often signals deeper trends in the global investment landscape. But beyond the headlines and big numbers, here’s the real question: how much does your own portfolio overlap with Temasek’s? What’s Inside the Chest? Temasek’s latest breakdown shows a continued focus on three broad areas: Innovation & Technology Temasek has doubled down on semiconductors, AI infrastructure, and cloud services. Names like Nvidia, AMD, Applied Materials, and ASML feature prominently
      815Comment
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    • ECLCECLC
      ·07-13
      Noted the strong performance compared to previous fiscal year and can consider to monitor the stocks inside Temasek's "treasure chest". DBS has kept my portfolio very green.
      962Comment
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    • IsleighIsleigh
      ·07-13

      🪙 Temasek's Treasure Chest: What I Learned from Studying Their Portfolio

      Temasek just posted a record SGD 434B portfolio—up SGD 45B in 12 months. That's not luck. It's strategy. 📌 What stood out to me: Local anchors: 41% in Singapore giants like DBS, SIA, and Singtel. It's a strong home bias, but one rooted in stability and cash flow. Global ambition: 36% in direct global investments. These are forward-looking bets—AI, biotech, climate tech, fintech. 💡 What this means for retail investors like us: Don't blindly copy Temasek—but observe how they balance core vs growth. You don't need SGD billions. Just a smart allocation mindset: 40% in stable, dividend-rich plays 30% in long-term global megatrends 20% in swing trades and momentum 10% for conviction/lottos 🔥 My portfolio overlaps with Temasek in $DBS, $TSLA, and a few climate ETFs. But the real inspiration is ho
      1.04KComment
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      🪙 Temasek's Treasure Chest: What I Learned from Studying Their Portfolio
    • LanceljxLanceljx
      ·07-13
      Temasek Holdings’ latest report highlights several key developments and signals strategic priorities that are worth unpacking: --- 🔷 Key Highlights from Temasek’s 2025 Portfolio Update Net Portfolio Value: SGD 434 billion as of 31 March 2025 – a record high. This reflects a +SGD 45 billion increase year-on-year, suggesting strong portfolio performance across local and global holdings. Singapore Core Remains Strong: Approximately 41% of the portfolio remains in domestic champions like: DBS Bank – a consistent dividend payer and strong performer in the ASEAN region. Singapore Airlines (SIA) – rebounded strongly post-pandemic with robust air travel recovery. Singtel – undergoing digital transformation and regional expansion through digital banking and data infrastructure. Global Direct Invest
      792Comment
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    • AN88AN88
      ·07-13
      None. Temasek is good but not buying 
      737Comment
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    • Dragon ZzzzDragon Zzzz
      ·07-13
      Ace treasure Fuyooo .  Let hunt 
      867Comment
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    • 1PC1PC
      ·07-12
      I am lucky to catch DBS & UOB as part of my revamp SG portfolio..  I'm glad to make this choices after cutting and kicking out the non-performing stocks [Anger]  [Anger]  [Anger]  ... Deadwood. But most important is the Banks Must continue to perform & sustained the growth 📈. Let's go 📈🚀
      1.90K2
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    • Success88Success88
      ·07-12
      I can 80% of my portfolio follow Temasek. Temasek has been invest heavily in India and Europe. Bitcoin and gold too. Congratulations to Temasek having such a great achievement.
      1.66KComment
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    • highhandhighhand
      ·07-12
      Oh I got $DBS GROUP HOLDINGS LTD(D05.SI)$  and $SIA(C6L.SI)$   Dbs is the strongest bank, while SiA is our beloved first class airline paying 7% dividend. I don't have singtel though as growth is slow. Just not a believer.
      1.09KComment
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    • koolgalkoolgal
      ·07-12

      Investing Like A Sovereign Force - The Temasek Trinity Unlocked

      🌟🌟🌟Most portfolios whisper.  My portfolio has done well because tucked inside it lies DBS, SGX and ST Engineering, 3 Singapore Giants lifted straight from Temasek's treasure chest. A Glimpse into Temasek's Origins Temasek was established in 1974 as Singapore's sovereign wealth fund which emerged from a bold idea - To separate state from business and let a commercially minded entity steer the nation's corporate crown jewels.  Temasek took over 35 government linked companies, from airlines to shipyards and started building an empire of strategic conviction.   Temasek wasn't just a holding company.  It has become a generational investor, focusing on long term value creation, global expansion and strategic influence.  Today with a portfolio of SGD 434 billion
      2.16K6
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      Investing Like A Sovereign Force - The Temasek Trinity Unlocked
    • LiverpoolRedLiverpoolRed
      ·07-12
      I do not have DBS but I do have Singtel, SIA & SEA shares. I am hold ing on these shares for many years.
      1.28KComment
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    • TheStrategistTheStrategist
      ·07-11
      Wow
      888Comment
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    • DiAngelDiAngel
      ·07-11
      I only hold SIA (xxxxx units) & SingTel (xxxxx units). Didn’t keep track of profits gain this week as my mind was on my iphone14 and customer’s issue. But I was very happy with the $$$$$$. I couldn’t believe with my own eyes. Just check and I confirmed the $$$$$$. Of course, these are paper gain. Unfortunately, I won’t be cashing out as I just want dividends. The stocks will be transferred to my beneficiary when I RIP. 🙏🙏🙏 Even my UT is overall green - both cash n SRS. My China UT USD was at a huge loss of xxxxx. But I m glad other UT managed to pull overall green.🍀🍀🍀🍀🍀🍀 I have a terrible week due to my iphone14 screen issue but seeing 🍀🍀🍀🍀🍀🍀 and $$$$$$[USD][USD] makes my day. [LOL][Happy][Smile][Chuckle]
      1.49K2
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    • koolgalkoolgal
      ·07-12

      Investing Like A Sovereign Force - The Temasek Trinity Unlocked

      🌟🌟🌟Most portfolios whisper.  My portfolio has done well because tucked inside it lies DBS, SGX and ST Engineering, 3 Singapore Giants lifted straight from Temasek's treasure chest. A Glimpse into Temasek's Origins Temasek was established in 1974 as Singapore's sovereign wealth fund which emerged from a bold idea - To separate state from business and let a commercially minded entity steer the nation's corporate crown jewels.  Temasek took over 35 government linked companies, from airlines to shipyards and started building an empire of strategic conviction.   Temasek wasn't just a holding company.  It has become a generational investor, focusing on long term value creation, global expansion and strategic influence.  Today with a portfolio of SGD 434 billion
      2.16K6
      Report
      Investing Like A Sovereign Force - The Temasek Trinity Unlocked
    • KKLEEKKLEE
      ·07-13
      Temasek just released its annual portfolio review — and once again, investors around the region are eagerly diving in to see where Singapore’s state investment giant is placing its long-term bets. With a portfolio worth over S$400 billion and holdings that span across tech, finance, biotech, and green energy, Temasek’s strategy often signals deeper trends in the global investment landscape. But beyond the headlines and big numbers, here’s the real question: how much does your own portfolio overlap with Temasek’s? What’s Inside the Chest? Temasek’s latest breakdown shows a continued focus on three broad areas: Innovation & Technology Temasek has doubled down on semiconductors, AI infrastructure, and cloud services. Names like Nvidia, AMD, Applied Materials, and ASML feature prominently
      815Comment
      Report
    • Tiger_SGTiger_SG
      ·07-11

      Inside Temasek’s Treasure Chest: How Much Does Your Portfolio Overlap?

      Temasek Holdings has released its latest data, showing a record net portfolio value of SGD 434 billion as of March 31, with a staggering SGD 45 billion increase in just the past year!Temasek attributes this surge to two main factors:Strong performance from its listed investments in Singapore; andRobust returns from its direct investments in China, the U.S., and India.From a short-term perspective, its 1-year total shareholder return reached 11.8%, a sharp rise compared to 1.6% in the previous fiscal year.What’s inside Temasek’s “treasure chest”? Does your portfolio overlap with Temasek’s?Local Singaporean giants like $DBS(D05.SI)$ , $SIA(C6L.SI)$ , and $Singtel
      5.21K33
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      Inside Temasek’s Treasure Chest: How Much Does Your Portfolio Overlap?
    • LanceljxLanceljx
      ·07-13
      Temasek Holdings’ latest report highlights several key developments and signals strategic priorities that are worth unpacking: --- 🔷 Key Highlights from Temasek’s 2025 Portfolio Update Net Portfolio Value: SGD 434 billion as of 31 March 2025 – a record high. This reflects a +SGD 45 billion increase year-on-year, suggesting strong portfolio performance across local and global holdings. Singapore Core Remains Strong: Approximately 41% of the portfolio remains in domestic champions like: DBS Bank – a consistent dividend payer and strong performer in the ASEAN region. Singapore Airlines (SIA) – rebounded strongly post-pandemic with robust air travel recovery. Singtel – undergoing digital transformation and regional expansion through digital banking and data infrastructure. Global Direct Invest
      792Comment
      Report
    • ZarknessZarkness
      ·07-14
      Replying to @koolgal:Good morning Shi fu ! I joined 😘//@koolgal: @rL @icycrystal @Zarkness @Shyon @KienBoon please join me in this exciting event to win more Tiger Coins 🥰🥰🥰//@koolgal:🌟🌟🌟As of March 2025, Temasek's top holding by market value is $DBS Group Holdings(D05.SI)$ with a 28% stake valued at approxim
      767Comment
      Report
    • IsleighIsleigh
      ·07-13

      🪙 Temasek's Treasure Chest: What I Learned from Studying Their Portfolio

      Temasek just posted a record SGD 434B portfolio—up SGD 45B in 12 months. That's not luck. It's strategy. 📌 What stood out to me: Local anchors: 41% in Singapore giants like DBS, SIA, and Singtel. It's a strong home bias, but one rooted in stability and cash flow. Global ambition: 36% in direct global investments. These are forward-looking bets—AI, biotech, climate tech, fintech. 💡 What this means for retail investors like us: Don't blindly copy Temasek—but observe how they balance core vs growth. You don't need SGD billions. Just a smart allocation mindset: 40% in stable, dividend-rich plays 30% in long-term global megatrends 20% in swing trades and momentum 10% for conviction/lottos 🔥 My portfolio overlaps with Temasek in $DBS, $TSLA, and a few climate ETFs. But the real inspiration is ho
      1.04KComment
      Report
      🪙 Temasek's Treasure Chest: What I Learned from Studying Their Portfolio
    • ShyonShyon
      ·07-11
      Temasek’s record SGD 434 billion portfolio, with a sharp SGD 45 billion jump in just one year, really caught my attention. Their 11.8% 1-year return shows they’ve been making the right calls, especially with their focus on Singapore-listed giants and global growth trends like digitalization and sustainability. My portfolio overlaps with Temasek’s in a few areas — I hold $DBS(D05.SI)$ and $Singtel(Z74.SI)$, which have been steady performers for me. While I haven’t added names like $Sea Ltd(SE)$ or $BlackRock(BLK)$ yet, Temasek’s strong exposure there makes me want to take a closer look. Overall, my local stocks have been reliable, giving me decent returns and stability. Temasek’s conviction in these companies strengthens my confidence in sticking with quality Singapore investments while ke
      1.88K2
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    • MHhMHh
      ·07-11
      My portfolio does not seem to match Temasek’s at all. I hold none of the stocks listed here. So, I guess that is why my returns are so different for this year and also last year’s. Besides OCBC and frenken, my other Singapore shares are SREITS. As we all know, SREITs have not been performing well since the rate hikes a few years back. However, I did have some returns from dividends. I am now waiting for further rate cuts and for SREITs to rebound. I also hope that frenken can ride the AI momentum and give me handsome returns. I think in 2 years, my SREITs will give me great returns. Otherwise, for last year and this year, my main returns have come from HK stocks and I expect for the rest of this year will also be HK stocks. It remains to be seen whether the returns from SREITs will catch
      1.10KComment
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    • koolgalkoolgal
      ·07-14
      🌟🌟🌟As of March 2025, Temasek's top holding by market value is $DBS Group Holdings(D05.SI)$ with a 28% stake valued at approximately SGD 132.2 billion.  DBS continues to anchor Temasek's Singapore based portfolio, reflecting its strategic importance and consistent performance as Singapore's No. 1 bank and the largest in South East Asia. I am so fortunate to have DBS as my top holding stock too as I believe in its solid fundamentals, excellent management team and nice, juicy dividends that it pays every 3 months. As a Singaporean I am also very proud of how far DBS has progressed to have won so many accolades and awards over the years, the best being the Safest Bank in Asia for 16 consecutive years from 2009 to 2024 by Global Finance.
      1.67KComment
      Report
    • DiAngelDiAngel
      ·07-11
      I only hold SIA (xxxxx units) & SingTel (xxxxx units). Didn’t keep track of profits gain this week as my mind was on my iphone14 and customer’s issue. But I was very happy with the $$$$$$. I couldn’t believe with my own eyes. Just check and I confirmed the $$$$$$. Of course, these are paper gain. Unfortunately, I won’t be cashing out as I just want dividends. The stocks will be transferred to my beneficiary when I RIP. 🙏🙏🙏 Even my UT is overall green - both cash n SRS. My China UT USD was at a huge loss of xxxxx. But I m glad other UT managed to pull overall green.🍀🍀🍀🍀🍀🍀 I have a terrible week due to my iphone14 screen issue but seeing 🍀🍀🍀🍀🍀🍀 and $$$$$$[USD][USD] makes my day. [LOL][Happy][Smile][Chuckle]
      1.49K2
      Report
    • ZarknessZarkness
      ·07-14
      Replying to @Zarkness: @MojoStellar @icycrystal @SPACE ROCKET @melson @Barcode @Shernice軒嬣 2000 come join in to have ur views and win rewards !//@Zarkness:Congratulations 🍾 🎉 It’s very proud moment to see temasek to have such a good performance year to date results. Hopefully they can cash some profits out and put it to great use . I have some of the st
      689Comment
      Report
    • ZarknessZarkness
      ·07-14
      Congratulations 🍾 🎉 It’s very proud moment to see temasek to have such a good performance year to date results. Hopefully they can cash some profits out and put it to great use . I have some of the stocks which is overlapping with temasek . Like Singtel , Ocbc. Shengsiong . Been selling abit to cash out the profits . Will get in again when drop . 🌹🙏
      492Comment
      Report
    • 1PC1PC
      ·07-12
      I am lucky to catch DBS & UOB as part of my revamp SG portfolio..  I'm glad to make this choices after cutting and kicking out the non-performing stocks [Anger]  [Anger]  [Anger]  ... Deadwood. But most important is the Banks Must continue to perform & sustained the growth 📈. Let's go 📈🚀
      1.90K2
      Report
    • VostaVosta
      ·07-11
      I am holding DBS, SIA, Singtel, Keppel, SembCorp, ST Engineering, OCBC etc. Currently profits are between 40 to 130%!
      11.74K1
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    • Star in the SkyStar in the Sky
      ·07-15
      I'm so happy for Temasek. Well done.. I'm proud to hold that under the Temasek umbrella. Singtel, Sembcorp and SIA.
      11.19KComment
      Report
    • MyrttleMyrttle
      ·07-15
      I would like to invest in some of the Singaporean banks like $DBS(D05.SI)$. I wonder if they make up any proportion of the global indexes like $BETASHARES GLOBAL SHARES ETF(BGBL.AU)$ and $VANGUARD MSCI IND INTL ETF(VGS.AU)$
      1.39KComment
      Report
    • highhandhighhand
      ·07-12
      Oh I got $DBS GROUP HOLDINGS LTD(D05.SI)$  and $SIA(C6L.SI)$   Dbs is the strongest bank, while SiA is our beloved first class airline paying 7% dividend. I don't have singtel though as growth is slow. Just not a believer.
      1.09KComment
      Report
    • Success88Success88
      ·07-12
      I can 80% of my portfolio follow Temasek. Temasek has been invest heavily in India and Europe. Bitcoin and gold too. Congratulations to Temasek having such a great achievement.
      1.66KComment
      Report
    • ECLCECLC
      ·07-13
      Noted the strong performance compared to previous fiscal year and can consider to monitor the stocks inside Temasek's "treasure chest". DBS has kept my portfolio very green.
      962Comment
      Report