To The Moon

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Li Ka-shing’s recent sale of international port assets (excluding China) represents a calculated move that appears favorable for investors. Financial disclosures indicate the assets were sold at approximately 70% of book value, a discount that underscores the challenges of monetizing capital-intensive infrastructure. Since the announcement, shares of $CKH HOLDINGS(00001)$  CKH Holdings—Li’s flagship investment vehicle—have surged ~30%, yet the stock still trades at a steep discount to book value (0.35x). This paradox highlights market skepticism toward legacy port operations, even as the divestment unlocks immediate value. The Economics of Port Assets: A High-Cost, Low-Margin Game Ports are inherently capital-intensive ventures. Heavy debt b

Friday’s February jobs report delivered a mixed-but-reassuring signal for investors: Hiring slowed but remained stable, wages grew at a sustainable pace, and unemployment ticked up slightly—but not alarmingly. That was enough for markets to recover from an early selloff, as Federal Reserve Chair Jerome Powell reassured investors that the economy remains in a ‘good place’ despite uncertainty. 1️⃣ Jobs Report: Slow, But Steady Jobs 151,000 jobs added in February, slightly below expectations (160,000) Unemployment rate rose to 4.1% (from 4.0%) Wages grew 4% year-over-year, 0.3% month-over-month—healthy, but not inflationary Key sector trends: Healthcare, finance, and transportation hiring accelerated Federal jobs declined, as the Department of Government Efficiency cut staff Leisure & hos

Escalating Trade War Turns Global Markets Red 🇺🇸 S&P 500: -1.22% 📉 🇺🇸 Nasdaq: -0.35% 📉 🇪🇺 Stoxx 600: -2.14% 📉 🇯🇵 Nikkei 225: -1.20% 📉 🇭🇰 Hang Seng: -0.26% 📉 🇨🇳 CSI 300: -0.08% 📉 🇸🇬 Straits Times: -0.46% 📉 The US stock market continued its decline, with the S&P 500 $S&P 500(.SPX)$  and Nasdaq Composite $NASDAQ(.IXIC)$  falling 1.2% and 0.4%, respectively, erasing post-election gains. Market sentiment was shaken by escalating trade tensions between the US and its major trading partners. Asian markets also fell, with the Hang Seng Index and China's CSI 300 down 0.3% and 0.1%, respectively. Investors reacted negatively t

The five trading sessions saw more than 80 director interests and substantial shareholdings filed for close to 60 primary-listed stocks. Directors or CEOs filed 24 acquisitions, and two disposals, while substantial shareholders filed six acquisitions and three disposals. 1. $Hong Leong Asia(H22.SI)$ Between Mar 4 and 5, Hong Leong Asia Executive Chairman Kwek Leng Peck acquired 767,000 shares at an average price of S$0.989 per share. This increased his total interest from 1.19% to 1.29%. 2. $Centurion(OU8.SI)$ On Feb 27, Centurion Corporation Non-Executive Director and Joint Chairman Han Seng Juan increased his total interest in Centurion Corporation from 55.61% to 55.68%. The acquisiti

$Realty Income(O)$ Realty Income has been on the rise lately, but its recent earnings were underwhelming, missing both FFO and revenue expectations. On top of that, investors were disappointed with the 2025 guidance. Let's take a look at how the stock reacted and break down the latest earnings results right after the revenue report. Earning Overview Realty Income reported revenue of $1.3 billion, marking a strong 30% year-over-year increase. However, net income—both in total and on a per-share basis—declined significantly, which raises some concerns. Looking at the key figures, FFO and AFFO saw steady growth of approximately 4%. One of the standout aspects of this company is its strong credit rating, coupled with over 50 years of operating history, m