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08-04
Keppel – 1H26 earnings review; dividends on track
🌪 $Keppel(BN4.SI)$ shares have had a turbulent week, with recent volatility first arising on 28 July when its shares rose 3.3% after the company announced plans to monetise its legacy oil rigs The next day, its share price climbed further to close at $12, after Keppel said it surpassed its year-end funds under management target of $100 billion ahead of schedule In the following three days after, the shares tumbled 6.6% to close at $11.21 after its 1H26 earnings release on 30 July which showed a 59% drop from the previous year, driven by losses in its legacy rigs and real estate The earnings disappointment was compounded by Dow Jones reports that Morningstar had flagged the stock as appearing overvalued and that Keppel’s transformation story may
29.65K
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08-04
New HSI warrants with October expiries available from today!
👀See how the warrants move alongside the $HSI(HSI)$ Aug futures index: ✳Call $HSI 29600MBeCW261029(PEKW.SI)$ : https://warrants.com.sg/tools/livematrix/PEKW ✴Put $HSI 22200MBePW261029(WHYW.SI)$ : https://warrants.com.sg/tools/livematrix/WHYW
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08-04
7M26 Buyback Consideration Reaches S$1.9 Billion
Over the first seven months of 2026 (7M26), more than 70 primary-listed companies in Singapore have collectively repurchased S$1.9 billion worth of shares on the open market, up from around S$1.3 billion during 7M25, and S$772 million in 7M24. Buyback activity remained concentrated among the largest issuers, with $Singtel(Z74.SI)$ accounting for almost half of the aggregate 7M26 buyback consideration. MU Pic 1 Companies repurchase shares to support employee compensation plans or to deploy surplus capital more effectively. ACRA maintains that buybacks can enhance key financial metrics such as Earnings per Share (EPS) and Return on Equity (ROE), take advantage of perceived undervaluation, and reduce the overall cost of capital. The table below det
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08-04
SGX Daily Top Movers (4-8-2026): D05, O39, U11, Z74, 5E2, C38U, BN4, BS6, A17U & S63 lead
1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $UOB(U11.SI)$ $Singtel(Z74.SI)$ $Seatrium Ltd(5E2.SI)$ $CapLand IntCom T(C38U.SI)$ $Keppel(BN4.SI)$ $YZJ Shipbldg SGD(BS6.SI)$ $CapLand Ascendas REIT(A17U.SI)$ $ST Engineering(S63.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $SATS(S58.SI)$
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08-04
Option Movers | Micron Options Show Bullish Bias as $17.2 Million Block Trade Turns Heads; Institutional Investors Bet on SpaceX
Market Overview On August 3, The U.S. major indexes closed as follows: Dow Jones up 1.32% at 53,178.41; S&P 500 up 1.48% at 7,600.50; NASDAQ up 2.13% at 25,913.90. A strong session for megacap technology and a rebound in chip names powered the broad advance. According to Marketchameleon, The total trading volume of U.S. stock options on that day was 67,959,208, Average daily option volume was 63,432,877. 41% puts, 59% calls. 1,180 stocks have option volume that is greater than their 30 day moving average volume. Top 10 Option Volumes Top 10: $NVIDIA(NVDA)$、$Tesla Motors(TSLA)$、$AAPL(AAPL)$、$Amazon.com(AMZN)$、
26.40K
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08-04
Fed Held Rates; LCU Rebounded【 CSOP SG Weekly】
【Money Market Fund】 US$ MMF Net 7-day Yield: +3.55%* During the July FOMC Meeting, the Fed held rates. While front-end Treasury yields eased as expectations for near-term tightening moderated, longer-dated yields rose sharply, steepening the curve. HSBC attributes the moves to greater uncertainty around the lack of forward guidance, renewed inflation concerns, and positioning adjustments following the FOMC meeting. Elevated geopolitical risks and energy market developments remain key drivers of rate expectations. Looking ahead, investors will focus on upcoming US employment data and comments from Fed officials for further signals on the interest rate trajectory. Nevertheless, it is worth noting that with a resilient labour market, the impact of the employment data is likely little, and the
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08-04
Capital Efficiency Continues to Drive SGX SMID Valuations
Higher ROE Continued to Attract Higher Valuations The positive relationship between profitability and valuation remained evident across the SGX small and mid-cap (SMID) universe. Across approximately 220 SGX SMIDs, including S-REITs, median price-to-book (P/B) multiples increased from 0.55x in the lowest return on equity (ROE) quartile to 2.25x in the highest ROE quartile. ROE and P/B recorded a Spearman rank correlation of 0.62. A Spearman rank correlation measures how closely two variables move together when ranked, with a reading of 1.0 indicating a perfect positive relationship. The 0.62 reading indicates a relatively strong positive association, with companies generating higher returns on shareholder capital generally also ranking among those trading at higher valuation multiple
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08-04
POLL >> 🪙 | AI Spending Finally Faces Its Hardest Test: Wall Street Wants Results, Not Promises
💬 Earnings season just handed out report cards. Vote in our poll below and tell us who you're grading on a curve — every sharp comment earns Tiger Coins! 🪙 Wall Street Just Changed the Rules for AI Investing. For nearly three years, the AI trade followed one simple formula: Spend more on AI. Build more infrastructure. Watch your stock go up. Last week's earnings season showed that the formula no longer works. Within just a few trading days: 📈 $Microsoft(MSFT)$ surged after earnings. 📉 $Meta Platforms, Inc.(META)$ sold off sharply. 📉 $Apple(AAPL)$ lost nearly 10% despite reporting record results. Nothing about AI sud
TOP北极篂: My biggest feeling from this round of earnings is that Wall Street is finally beginning to return to rationality. In the past few years, as long as the company shouts AI and desperately spends capital expenditure, the stock price will almost always be rewarded; But now the market no longer believes in the story, but begins to ask: Has the money been earned back?
883
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08-04
SpaceX Q2 Earnings Preview: Can AI Become the Next Growth Engine?
SpaceX is set to release its Q2 earnings report after the market closes today. According to analyst forecasts, SpaceX’s revenue for the second quarter of 2026 is expected to reach $6.81 billion, with adjusted earnings per share projected at $-0.236. $SpaceX(SPCX)$ In terms of valuation, SpaceX’s current Price-to-Sales Ratio ratio stands at 80.6. SpaceX’s revenue is primarily composed of three segments: Space, Connectivity, and AI. Among these, connectivity is expected to remain the largest revenue contributor in Q2, while AI is projected to overtake it in Q3. Analysts estimate that by 2030, SpaceX’s AI business could generate more than $20 billion in operating profit, while its Connectivity business could exceed $15 billion in oper
352
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08-04
$BX $250B Deal Sends Shares Toward $138
$Blackstone Group LP(BX)$ $Blackstone(BX) Soars +6.50%: $250B Mega-Deal Fuels Breakout, $138 Resistance in Sight Latest Close Data: BX closed at $134.68, surging +6.50% on Aug 4, 2026. The stock is now trading well above its recent support, but remains -29.1% below its 52-week high of $190.09. Core Market Drivers: The explosive rally was fueled by Blackstone’s landmark agreement to acquire a $250 billion Australian home loan portfolio from HSBC, marking the largest deal of its kind. This strategic expansion in Asia-Pacific credit, combined with Argus Research raising its price target to $150, reignited investor confidence in the firm's long-term growth trajectory. Technical Analysis: The breakout is confirmed by surging momentum. The MACD histogram
343
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08-04
$SNAP Sets the Stage for a Move Toward $5.44
$Snap Inc(SNAP)$ $SNAP Inc.(SNAP) Surges +7.46%: Volume Explosion Hints at Bottom Reversal, Bulls Target $5.44 Resistance 🚀 📊 Latest Close Data: SNAP closed at $5.04, up +7.46% on Aug 4. The stock bounced sharply from the $4.69 level, though it remains -47.1% below its 52-week high of $9.54. 📈 Core Market Drivers: While no specific SNAP news hit the wire today, the massive volume spike suggests a potential short-squeeze or strong institutional accumulation. Broad market resilience in tech and social media likely provided a backdrop, with traders hunting for value in deeply oversold names. ⚙️ Technical Analysis: The Volume Ratio exploded to 2.87, with total trading volume surging to 91.43M shares, dwarfing recent averages. The MACD histogram is acc
673
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08-04
$BA Climbs on FAA Approval, $254 Comes Into Focus
$Boeing(BA)$ $Boeing(BA) Soars +8.03%: FAA Catalyst Ignites Breakout, $254 High in Sight 🚀 Latest Close Data: Closed at $233.49, surging +8.03% with volume hitting 10.99M shares (Vol Ratio 1.40x). The price is now just -8.2% from its 52-Week High of $254.35. Core Market Drivers: 🛫 Regulatory Breakthrough: The FAA finally certified the 737 Max 7, clearing a major overhang and paving the way for the larger Max 10. Sector Momentum: The news triggered a massive rally, marking the stock's best intraday performance since early December 2025. Technical Analysis: 📊 Momentum Surge: Daily MACD histogram flipped firmly positive (+3.59), with the DIF line crossing above the DEA, signaling a fresh bullish phase. Strength Confirmed: The RSI(6) jumped to 72.08, en
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08-04
POLL>>🪙 | 💰 19 US Stocks Hit New Highs: AMZN, HSBC, ETN, BBVA, ROST,...
💬 Join the discussion: Vote in our poll below and share your take in the comments — every useful comment earns Tiger Coins! 🎁 Nineteen U.S. stocks with market caps above $10 billion are trading at fresh all-time highs as of July 31, 2026. The top 10 span mega-cap e-commerce and cloud infrastructure, global and regional banking, industrial power management, off-price retail, consumer wearables, video game publishing, luxury cruise travel, and diversified wealth management—a cross-section pointing to AI infrastructure spending, record bank profitability, and resilient high-end consumer demand as the market's current momentum drivers. The top 10 tickers leading this cohort - $Amazon.com(AMZN)$,
TOPI voted for A) Mega-cap tech & cloud because I believe the AI investment cycle is still in its early stages. AI spending is increasingly translating into real revenue, and I think the leading cloud platforms will continue to benefit as enterprise AI adoption grows. The demand for AI infrastructure also supports the broader semiconductor and networking ecosystem. If I could buy only one stock from this list, I'd choose $Amazon.com(AMZN)$ . AWS growth has reaccelerated, its advertising business is strong, and Amazon is well positioned to benefit from the long-term AI trend. I believe the company still has multiple growth drivers that can support earnings over the next few years. I expect some short-term pullbacks after the recent rally, but I see them as buying opportunities rather than a reason to turn bearish. As long as AI adoption continues to expand, I remain optimistic about the sector. @TigerPicks @TigerStars @Tiger_comments @TigerClub
582
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08-04
$ORCL Breakout Strength Opens Path to $171
$Oracle(ORCL)$ $Oracle (ORCL) Skyrockets +9.22%: AI Cloud Giant Breaks Out, $171 Target in Sight Latest Close Data: ORCL surged to $141.85, a massive +9.22% gain. The stock is rebounding powerfully from its recent 52-Week Low of $114.50, though still -59% below its 52-Week High of $345.72. Core Market Drivers: The breakout was fueled by Oracle’s expanded collaboration with Google Cloud to integrate Gemini models into Oracle’s enterprise applications and AI Agent Studio. This counters bearish narratives about AI CapEx returns, reviving confidence in OCI’s growth trajectory just days after the stock touched a 52-week low. Technical Analysis: Volume exploded to 49.7M, confirming massive institutional accumulation. The MACD shows a sharp bullish cross
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934
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08-03
$Microsoft(MSFT)$
TOPI bought more on the 468 push, so 492 looks breakable to me. My year end target is 515, you watching volume here?
600
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08-03
$Microsoft(MSFT)$ gogogo...........
762
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08-03
$Alphabet(GOOGL)$ returning to glory? 😅
523
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08-03
$Bank of America(BAC)$ one of my biggest profits