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08-28
Iggy's Journal: Frencken Falls 8% After a S$100 Million Placement 28 August 2026, PM News: Frencken (E28) fell as much as 8.3% on Friday after proposing a S$100 million share placement, Business Times reported (Shikhar Gupta, 28 August 2026). It opened as low as S$2.33, down S$0.21 from Tuesday's close of S$2.54. Trading was halted on Wednesday and Thursday. The placement is 44.1 million new shares at S$2.2687, a 10% discount to the 25 August volume-weighted average price of S$2.5207, placed privately with institutional and accredited investors. That is about 10.3% of existing issued shares, and 9.3% of the enlarged base after completion. BT (Young Zhan Heng, 27 August 2026) said completion is expected on 3 September. The company said the raise is to fund expansion in manufacturing, m
TOPDreamBig572: 123m cash against 53.2m debt and they still do a discounted placement lol. Smells more like taking advantage of AI heat than urgent capacity funding
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08-28
What stands out to me is that NVIDIA and Marvell both delivered strong results, but the market was trading expectations, not just earnings. NVIDIA initially dipped because huge beats had become the norm, but Jensen Huang's comments on accelerating AI demand, Rubin production and long-term growth gave investors a reason to reprice the stock higher. For Marvell, expectations had already become extremely high after the Google custom-silicon deal and its huge YTD rally. The fundamentals remain strong, but investors learned that the bigger Google revenue contribution may take longer to materialize, so the market reset its timeline and valuation. My takeaway is simple: earnings are about the gap between reality and expectations. NVIDIA raised expectations for the future, while Marvell pushed so
TOPMRVL probably got hit more on the multiple than the numbers. If Google ramps later, the market is likely trimming near term growth and pushing out the DCF upside a few quarters
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08-28
🌟🌟🌟 $Marvell Technology(MRVL)$ vs $Affirm Holdings, Inc.(AFRM)$ which is a better stock to invest? While Affirm has just posted its most profitable quarter in corporate history, sending its stock soaring, my capital is firmly staying with Marvell. Backing Affirm means you are making a bet on the resilience of modern consumer's shopping habits. You believe that everyday shoppers will continue to use Buy Now Pay Later to finance their lifestyle habits. But backing Marvell? You are betting on the fundamental physics of global computing. Marvell design the ultra complex electro optics & custom ASICs required to link thousands of GPUs together into a single cohesive supercomputer. While consu
TOPMarvell for me. The sticky data center customers and pricing power feel more durable than BNPL hype, and this pullback looks more like a gift than a warning
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I really like Jeremy’s “Old Testament vs. New Testament” analogy. Graham gives us the foundation—valuation and margin of safety—while Buffett shows why owning great businesses with strong moats can be even more powerful. The $BYD COMPANY(01211)$ example stood out to me. Long-term investing requires patience and conviction, especially when the market hasn’t fully recognised a company’s potential. Position sizing also matters because even a great thesis can hurt if the position is too large. My biggest takeaway is to treat every stock as owning part of a real business. If I couldn’t sell a stock for three years, I’d want to be confident in its moat, management
TOPMoat-wise I care more about cost control and vertical integration at BYD than the analogy itself. Brand helps too, but that part still needs time to prove out
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08-28
I really like Jeremy’s point that retail investors have an “invisible superpower” — our industry knowledge and everyday observations. We may not have the resources of fund managers, but we can spot changes in consumer behaviour, products and businesses before they show up in the numbers. The Pop Mart, Haidilao and PDD examples stood out to me. I also like using stage analysis as a co-pilot rather than relying on charts alone. For me, the sweet spot is when strong fundamentals, improving business momentum and technical strength all start pointing in the same direction. My biggest takeaway is to pay more attention to what I see around me. A longer queue, a new product trend or a company suddenly expanding into a new market could be an early signal. The challenge is turning those observation
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08-28
Survive First, Profit Later: Building a "No-Crash" Investment Discipline and Portfolio System
Speaker: Jeremy Tan, Investment Representative at Tiger Brokers (Singapore) $Tiger Brokers(TIGR)$ , as he shares how these concepts relate to modern market mechanics, including position sizing, catalysts and options. He will also bring you through the Barbell portfolio approach in global and Singaporean markets, alongside analytical frameworks used to assess global equities and the broader SEA small-cap market. [About the Speaker] Jeremy Tan is a CFA charterholder with over 25 years of hands-on experience in equities, futures trading, property development, and business growth. Having managed portfolios through multiple market cycles — from the Asian Financial Crisis to today's AI boom — he has a proven track record in both rising and declining mar
TOP[Call to Action 🎯] Spend 10 minutes tonight on an "Investment Health Check": Check your stop-losses: What's your worst performer? How far down is it? If you haven't set a stop, set one now. Check your "sleep-at-night" ratio: Do your income-generating core holdings make up at least 20–30% of your portfolio? Check your circle of competence: How many of your holdings can you explain in one sentence — what they do and how they make money? For any you can't, consider trimming. Drop a comment: What's the "anchor" in your portfolio that lets you sleep soundly?
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08-28
Investor's “Invisible Superpower“: Use Your Industry Nose + Stage Analysis to Catch a Next Pop Mart
The Retail Investor's "Invisible Superpower": Use Your Industry Nose + Stage Analysis to Catch the Next Pop Mart Speaker: Jeremy Tan, Investment Representative at Tiger Brokers (Singapore) $Tiger Brokers(TIGR)$ , as he shares how these concepts relate to modern market mechanics, including position sizing, catalysts and options. He will also bring you through the Barbell portfolio approach in global and Singaporean markets, alongside analytical frameworks used to assess global equities and the broader SEA small-cap market. [About the Speaker] Jeremy Tan is a CFA charterholder and seasoned investor with 25+ years of experience across equities, futures, property development, and business scaling. Having managed portfolios through rising and declining
TOPI really like Jeremy’s point that retail investors have an “invisible superpower” — our industry knowledge and everyday observations. We may not have the resources of fund managers, but we can spot changes in consumer behaviour, products and businesses before they show up in the numbers. The Pop Mart, Haidilao and PDD examples stood out to me. I also like using stage analysis as a co-pilot rather than relying on charts alone. For me, the sweet spot is when strong fundamentals, improving business momentum and technical strength all start pointing in the same direction. My biggest takeaway is to pay more attention to what I see around me. A longer queue, a new product trend or a company suddenly expanding into a new market could be an early signal. The challenge is turning those observations into a proper investment thesis before the broader market catches on. @TigerClub @Tiger_comments @TigerStars
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08-28
Jeremy Tan: From "Old Testament" to "New Testament": The Evolution of Value Investing
Speaker: Jeremy Tan, Investment Representative at Tiger Brokers (Singapore) $Tiger Brokers(TIGR)$ , as he shares how these concepts relate to modern market mechanics, including position sizing, catalysts and options. He will also bring you through the Barbell portfolio approach in global and Singaporean markets, alongside analytical frameworks used to assess global equities and the broader SEA small-cap market. [About the Speaker] Jeremy Tan is a seasoned investor with over 25 years of experience spanning equities, futures trading, property development, and business growth. A CFA charterholder who has managed money through both bull and bear markets, Jeremy has helped scale businesses to S$10 million in revenue and is a regular speaker at SGX deri
TOPI would choose Visa as the representative of "the widest moat". Its strongest point is not a single product, but the bilateral network effect formed by the global payment network: the more consumers there are, the more willing merchants are to connect. The more merchants there are, the more willing consumers are to use it. Once this cycle is formed, it will be difficult for latecomers to replace it simply by lowering prices. Moreover, Visa does not bear most of the credit risk; in essence, it is more like "collecting tolls" for every payment. As digital payments, cross-border consumption, and online transactions continue to grow, it can expand revenue and cash flow without significantly increasing capital investment. This is what I understand as the high ROE + asset-light + strong network effect. If we were to test it according to Jeremy's question of "can you still sleep after being suspended from trading for three years?", I would rather hold a company with a simple business model, stable cash flow, and long-term competitive advantage than buy a cheap stock just because the P/E is low. In short: Graham taught me not to buy high prices, and Buffett taught me what makes high prices worthwhile; The truly ideal investment is when a good company meets a good price.
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08-28
🌟🌟🌟3 months ago, analysts were writing obituaries for $Salesforce.com(CRM)$ . Today the same analysts realise something fundamental about AI: that its models are just expensive brains but Salesforce owns the literal nervous system of global business. Instead of destroying Salesforce, AI has become its ultimate growth catalyst. Agentforce is a platform where companies deploy autonomous AI agents to handle real world customer service, sales operations & logistics. Salesforce has turned AI into a high margin, predictable cash printing machine. To add an extra spice to the balance sheet, Salesforce has recorded a huge USD 2.6 billion investment gain thanks to its early stake in AI pioneer Anthropic. My capital is firmly in the camp of joini
TOPHigh margin cash machine is a stretch when operating margin barely improved year over year. Agentforce story is exciting, but the growth durability still looks unproven
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08-28
Zhipu's stock tanked this afternoon — is this a classic 'buy the rumor, sell the news' bloodbath?
Today, Zhipu (02513) saw its share price fall more than 7.5% in the afternoon session, hitting an intraday low of HK$1,066. Dragged down by the sector, MiniMax also dropped over 4%. On the news front, Zhipu today launched the GLM-5.3-Flash model, officially claiming the recently hyped "Niulai" model, confirming earlier market speculation. The model currently ranks 10th on the AAII leaderboard, surpassing DeepSeek V4 ProMax, and topped OpenRouter's usage charts last week. Zhipu claims the model was trained on 100,000 domestic chips, with the market speculating that Huawei's Ascend chips were used. The sell-off may be attributed to a "buy the rumor, sell the fact" dynamic. Right after the midday break, between 13:04 and 13:05, three large sell orders (10,600 shares, 4,700 shares, and 4,800 s
TOP380% YoY revenue growth matters more than the raw 599x PS here. Tiny base, sure, but on a PEG lens this is less insane than people make it sound.
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Live Recap 4: Gold's Crowded Bull Case, Portfolio Construction, and Q&A Highlights
1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founder of Gongxing Academy and Partner at Morning Cloud Asset Management. Closing out the session, Ross turned to gold's positioning-driven rally and took audience questions on portfolio construction, institutional data, and where markets go from here. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Catch up on the full recap ser
TOPNVDA's multiple has eased, but data center visibility still keeps the bar high. Feels like most of the easy optimism is already priced in
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Live Recap 3: Inside the Situational Awareness Unwind — And Why Nvidia's Multiple Just Got Cheaper
1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founder of Gongxing Academy and Partner at Morning Cloud Asset Management. Ross unpacked one of the most talked-about episodes of the summer — a forced hedge-fund liquidation that shook AI-adjacent stocks — and what it means for how AI semiconductor valuations look today. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Catch up on
TOPForced selling usually cleans up the tape first, then the long-only money gets a cleaner shot. AVGO probably benefits too if AI infra gets repriced on earnings instead of panic
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08-28
Live Recap 2: US Equities Are Expensive — But Are They Priced for Perfection?
1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founder of Gongxing Academy and Partner at Morning Cloud Asset Management. With US markets at the highest forward valuations of any major region, Ross walked through whether that premium is justified by fundamentals — or getting ahead of itself. Disclaimer: The views expressed are those of the guest speaker and do not represent the official views of Tiger Brokers or its affiliates. This content is strictly for education and discussion purposes and does not constitute financial advice. Catch up on the full recap series
TOPPriced for perfection feels too strong. Positioning in KLAC, SNDK and STX is still overweight versus the index, so big money clearly is not treating every expensive name the same
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08-28
Live Recap 1: A Less Transparent Fed, a Treasury "Twist," and a 30-Year Yield Last Seen in 2007
1.Live Review Introduction Review Live >> Tiger Brokers livestream hosted by Vyann, featuring Ross Dong, Founder of Gongxing Academy and Partner at Morning Cloud Asset Management. Ross holds a B.S. in Applied Mathematics from Columbia University and spent his formative trading years at JP Morgan and KCG before moving to the buy side. His work spans US equities, Treasuries, macro policy and gold. This session opened Ross's six-part outlook on US stocks, semis, Treasuries and gold heading into late 2026, starting with the macro backdrop: a Fed entering a less transparent era under new leadership, and a Treasury Department that'
TOPTwist variant is probably the missing piece here. Selling short and leaning on the long end worked in 2009 only with real policy backup; without that, 30Y easing sounds early
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$CITY DEVELOPMENTS (C09.SI) -0.71%: Singapore Property Giant Consolidates Near Support, Range-Bound
$CityDev(C09.SI)$ -0.71%: Singapore Property Giant Consolidates Near Support, Range-Bound Setup Holds Latest Close: S$8.35 (-0.71%), just 14.2% below its 52-week high of S$9.72. Intraday range was tight at S$8.31–S$8.45. Core Market Drivers: City Developments Limited traded quietly amid a muted Singapore property sector session. No major company-specific catalysts emerged today; price action reflects ongoing consolidation near the lower bound of its recent range as investors weigh elevated interest rates against CDL's diversified development pipeline. Technical Analysis: Volume ratio came in at 0.91, indicating slightly below-average participation. MACD and RSI data were unavailable for this session, limiting momentum confirmatio
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$GENTING SINGAPORE (G13.SI) Flat at S$0.63: High Dividend Yield 6.35% Meets 24x P/E, Consolidation N
$Genting Sing(G13.SI)$ Flat at S$0.63: High Dividend Yield 6.35% Meets 24x P/E, Consolidation Narrows Toward S$0.62–0.64 Band Latest Close Data: Closed at S$0.63 (0.00%) on Aug 28, 2026, near session low S$0.62 and high S$0.63. Price sits 17.1% below 52-week high of S$0.76 and 12.5% above 52-week low of S$0.56. Core Market Drivers: Casino-resort operator faces muted catalysts amid weak capital flows—5-day net outflow of -1,396.54万 SGD. Volume ratio at 0.30 signals sharply below-average participation. No fresh company-specific news was available. Technical Analysis: MACD and RSI data are unavailable for the period, limiting momentum confirmation. Volume of 758.92万 shares with amplitude of only 1.59% suggests consolidation. Price-t
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08-28
$HORACE MANN EDUCATORS CO. (HMN) -0.53%: Insurance Value Play Holds $51 Pivot, $52.27 Resistance Cap
$Horace Mann Educators(HMN)$ -0.53%: Insurance Value Play Holds $51 Pivot, $52.27 Resistance Caps Upside Latest Close: $51.15 (-0.53%), intraday range $50.30–$51.17. Trading just 7.9% below 52-week high of $55.56, with near-term support at $45.45. Core Drivers: HMN remains a defensive, dividend-yielding educator insurance franchise (2.78% yield). BlackRock, Vanguard, and T. Rowe Price hold top institutional positions; low turnover (0.35%) signals long-term accumulation. No major news catalyst; price consolidates under technical resistance. Technical Analysis: Volume at 14.26万 with ratio 0.78 reflects declining participation. MACD (12,26,9): DIF -0.179, DEA -0.066, histogram still negative but narrowing—early momentum repair. RSI(6)
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$SEMBCORP INDUSTRIES (U96.SI) Retreats -1.31% to S$6.01: Key S$6.00 Support Holds, Consolidation Nea
$Sembcorp Ind(U96.SI)$ Retreats -1.31% to S$6.01: Key S$6.00 Support Holds, Consolidation Near S$6.90 High Latest Close Data: Sembcorp Industries closed at S$6.01 on 2026-08-28, down -1.31% (-S$0.08). Price sits 12.9% below its 52-week high of S$6.90 and 17.2% above its 52-week low of S$5.13. Intraday range: S$6.00–S$6.11, amplitude 1.81%. Core Market Drivers: Temasek remains anchor shareholder with 50.04% stake (no change). BlackRock increased holdings by 961,368 shares (+2.34% stake), while Vanguard added 47,100 shares — institutional accumulation continues despite the pullback. Capital flow data shows net outflows on 08-27 (-517.99万) and today's large-order selling (大单卖出 220.28万 vs 大单买入 29.16万), suggesting short-term profit-ta
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$CAPITALAND INVESTMENT (9CI.SI) -1.12% at S$2.65: Support Test at S$2.63
$CapitaLandInvest(9CI.SI)$-1.12%: Support Test at S$2.63, Dividend Yield 4.53% Anchors Defensive Base Latest Close Data: Closed at S$2.65, down 1.12% on 3.57M shares traded. Price sits 12.8% below 52-week high of S$3.04, but 8.2% above 52-week low of S$2.45. Intraday range: S$2.63–S$2.69. Core Market Drivers: Singapore property heavyweight remains in consolidation as Temasek holds 53.93% controlling stake. Net capital outflow of S$275K over past 5 sessions signals mild institutional distribution. Volume ratio at 0.56 confirms subdued participation. Technical Analysis: RSI and MACD indicator data unavailable for this Singapore-listed entity. However, volume-based signals show declining momentum with turnover rate of just 0.07%. Pr
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08-28
$UNITED OVERSEAS BANK (U11.SI) +0.30%: Sideways Consolidation Near 52-Week High
$UOB(U11.SI)$ +0.30%: Sideways Consolidation Near 52-Week High, Dividend Yield 3.90% Anchors Support Latest Close Data: UOB closed at S$40.76, up +0.12 (+0.30%) on August 28, 2026. Price sits just 7.8% below its 52-week high of S$44.20 and 27.7% above its 52-week low of S$31.92. Intraday range was exceptionally tight: S$40.55–S$40.89 (amplitude 0.84%). Core Market Drivers: Singapore banking heavyweight UOB traded in a narrow band amid quiet market conditions. Volume ratio of 0.31 signals significantly below-average participation. 5-day capital flow turned positive for three consecutive sessions (Aug 25–27), suggesting mild institutional accumulation after earlier outflows. Technical Analysis: Trading volume of 537.2K shares was s