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08-31 18:44
🌟🌟🌟Rotating into $Apple(AAPL)$ during a semiconductor pricing hangover is a good strategy to preserve your capital. Apple sits on a huge pile of free cash flow that acts as a giant shock absorber. Even if global consumer demand slows down, Apple has one of the largest corporate share buyback programs. Chips might crash but millions of loyal Apple users will continue to pay a monthly subscription fee for iCloud storage, Apple Music and apps. That recurring revenue is an unshakeable source of revenue for Apple. However chip corrections offer the golden opportunity to buy the best chip stocks at a discount. When the chips rally restart, you are able to ride the upward momentum to the moon. As Warren Buffett likes to say, when ther
TOPriffy: The cash pile matters, but the shrinking net cash is doing shareholder returns a lot of work too. Buybacks plus services revenue make Apple feel way less fragile here
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08-31 18:45
$EBAY Jumps 3.6% as GameStop Pressure Fades and Bulls Target $110
$eBay(EBAY)$ $eBay (EBAY) +3.59% Momentum Builds: GameStop M&A Drama Fades, Bulls Eye $110.69 Resistance Breakout Latest Close: $105.62 (+3.59%) | Intraday Range $102.71–$106.02 | ~11.5% below 52W High ($119.31) | Pre-market already signaled strength at $105.62 Core Market Drivers: GameStop's reported reconsideration of its $56B takeover bid removed a major overhang, while prior Q2 beat sparked multiple analyst upgrades (Argus Buy/$133, Barclays $123). M&A optionality now pivots toward partnership/JV structure, keeping speculative interest alive. Volume ratio at 1.36 confirms active institutional accumulation. Technical Analysis: MACD (12,26,9): DIF -1.70 vs DEA -1.87, histogram +0.329 and expanding — bullish momentum accelerating from dee
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08-31 17:49
$CAPITALAND INVESTMENT (9CI.SI) Held Firm at $2.65
$CapitaLandInvest(9CI.SI)$ Held Firm at $2.65 with Capital Inflows Building, Defense Zone $2.62-$2.60 Under Watch Latest Close Data: Closed at S$2.65, down -0.38% from prior S$2.66, with intraday amplitude only 1.50% (high S$2.66 / low S$2.62). Price sits -12.8% below 52-week high of S$3.04 and +8.2% above 52-week low of S$2.45. Core Market Drivers: CapitaLand Investment traded defensively as Singapore REIT-heavy counters consolidated. Temasek Holdings maintained its dominant 53.93% stake, BlackRock added 1.42M shares, and State Street increased by 4.61M shares — suggesting institutional accumulation near the S$2.60 zone. Dividend yield of 4.53% continues to anchor income positioning. Technical Analysis: Volume ratio at 1.44 with
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08-31 17:50
$HONGKONG LAND (H78.SI) -0.49% at $8.15
$HongkongLand USD(H78.SI)$ -0.49% at $8.15: Real Estate Giant Consolidates Near 52-Week High, $8.83 Resistance Looms Latest Close Data: H78 closed at $8.15 on Aug 31, 2026, down 0.49% from prior close of $8.19. The stock sits just 7.7% below its 52-week high of $8.83 and 42.2% above its 52-week low of $5.73. Intraday range was tight at $7.97–$8.21. Core Market Drivers: Hongkong Land continues to benefit from recovering Hong Kong office and retail sentiment amid stabilizing interest rate expectations. Dividend yield of 3.31% supports defensive positioning, while Jardine Matheson's 55.00% controlling stake provides structural stability. Technical Analysis: Volume of 435.97万 shares with Volume Ratio at 2.56 confirms heightened parti
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08-31 17:51
$YANGZIJIANG SHIPBUILDING (BS6.SI) Slips -1.22% to S$4.84
$YZJ Shipbldg SGD(BS6.SI)$ Slips -1.22% to S$4.84: Orderbook Heavyweight Consolidates at 52-Week High, S$5.00 Breakout Still in Play Latest Close Data: Closed at S$4.84, down -1.22% on 13.17M shares. Print sits just -1.2% below the 52-week high of S$4.90 and +75.4% above the 52-week low of S$2.76. Intraday range was tight at S$4.82–4.90 (amplitude 1.63%). Core Market Drivers: Yangzijiang continues to ride robust newbuild demand and margin expansion, reflected in 32.1% ROE and 12.0% ROA. Capital flow flipped negative today with total outflow of S$48.19M vs inflow of S$15.64M, driven by large-order selling (S$24.60M out vs S$3.08M in). No major company-specific news hit the tape; the pullback reads as consolidation after a strong r
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08-31 17:53
$SINGAPORE AIRLINES (C6L.SI) -1.45%: Flag Carrier Tests Demand Zone
$SIA(C6L.SI)$ -1.45%: Flag Carrier Tests Demand Zone, 6.77-6.88 Range Holds Critical Pivot Latest Close Data: C6L.SI settled at 6.79 SGD, down 0.10 SGD (-1.45%) from prior close of 6.89 SGD. Price now sits 10.9% below the 52-week high of 7.62 SGD and 13.7% above the 52-week low of 5.97 SGD. Core Market Drivers: Singapore Airlines pulled back on elevated volume (Volume Ratio 2.20) amid profit-taking after recent carrier traffic data showed moderating passenger load factors. Temasek Holdings maintains its 50.41% anchor stake, while BlackRock incrementally added 1.65M shares during the session, signaling institutional accumulation despite near-term weakness. Technical Analysis: Trading volume surged to 11.12M shares with total turno
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08-31 17:54
$SEMBCORP INDUSTRIES (U96.SI) Pulls Back -1.50% to S$5.92
$Sembcorp Ind(U96.SI)$ Pulls Back -1.50% to S$5.92: Volume Spike Signals Accumulation Near S$5.83 Support Ahead of Pivot Test Latest Close Data: Sembcorp Industries closed at S$5.92 on 2026-08-31, down -1.50% from S$6.01. The stock is now -14.2% below its 52-week high of S$6.90 and +15.4% above its 52-week low of S$5.13. Intraday range was S$5.83–S$6.09 with amplitude of 4.33%. Core Market Drivers: Trading volume surged to 111 million shares with volume ratio of 16.15 and turnover rate of 6.22%, indicating institutional repositioning. However, capital flow data shows heavy distribution—total outflow of S$512 million versus inflow of only S$58.35 million, with large-order selling of S$467 million dwarfing large-order buying of S$2
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08-31 17:55
$WILMAR INTERNATIONAL (F34.SI) +0.79%: Agribusiness Giant Nears 52-Week High
$Wilmar Intl(F34.SI)$ +0.79%: Agribusiness Giant Nears 52-Week High, $3.95 Breakout Looms Latest Close Data: Closed at S$3.84 on Aug 31, up +0.79% from S$3.81 prior close. Intraday high S$3.92 sits just 0.76% below the 52-week high of S$3.95. Volume surged to 15.56M shares with a 2.98 volume ratio, signaling unusual accumulation. Core Market Drivers: Heavy institutional buying drove price action — large orders bought S$35.9M vs only S$2.5M large sells, producing S$36.1M net inflow. Five-day capital flow turned decisively positive (+S$6.5M on Aug 28 from -S$5.4M on Aug 24), confirming trend reversal. No major company-specific news, suggesting technical positioning ahead of a potential multi-month breakout. Technical Analysis: Volu
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08-31 17:56
$OVERSEA-CHINESE BANKING CORP (O39.SI) +1.45%: Approaching 52-Week High at S$31.52
$OCBC Bank(O39.SI)$ +1.45%: Approaching 52-Week High at S$31.52, Breakout Above S$31.73 Next Latest Close Data: OCBC closed at S$31.52 on 2026-08-31, up 1.45% (+S$0.45). The stock is now just 0.67% below its 52-week high of S$31.73, with intraday range S$30.99–S$31.55. Core Market Drivers: Strong institutional flows dominated—total inflow S$244M vs outflow S$68.8M, with large-order buying of S$161M. Volume ratio of 2.20 confirms above-average participation. Selat (Pte) Limited increased its stake to 15.32%, signaling major shareholder confidence. Technical Analysis: Volume surged to 10.10M shares (2.2x average), confirming accumulation. MACD remains constructive though not overextended; RSI-6 at ~68 shows bullish momentum without
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08-31 17:57
$DBS GROUP HOLDINGS (D05.SI) +1.64% to SGD 77.40
$DBS(D05.SI)$ +1.64% to SGD 77.40: Singapore Banking Giant Tags 52-Week High, $80 Breakout Looms Latest Close Data DBS closed at SGD 77.40 on 2026-08-31, up +1.64% (+SGD 1.25). The stock printed a fresh 52-week high intraday at SGD 77.40, closing exactly at the high. Amplitude was narrow at 1.65%, with open at 76.15 and low at 76.14. Core Market Drivers DBS continues to benefit from Singapore’s resilient net interest margin environment and strong wealth management inflows. Capital flow data shows dominant institutional accumulation—large-order net buying reached SGD 274M, overwhelming retail distribution. Temasek Holdings remains anchor shareholder at 28.06%; BlackRock and Vanguard both increased stakes in the latest filing perio
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08-31 17:59
$UOB (U11.SI) +1.91% Closes at 41.56 SGD
$UOB(U11.SI)$ +1.91% Closes at 41.56 SGD: Singapore Banking Giant Nears 52-Week High as Capital Inflows Surge Latest Close Data: UOB closed at 41.56 SGD (+1.91%) on 2026-08-31, just 2.64 SGD (-6.0%) below its 52-week high of 44.20 SGD. Intraday range was tight at 40.81–41.56 (1.84% amplitude). Volume hit 6.08M shares (Volume Ratio 2.79), indicating strong participation. Core Market Drivers: Net capital inflow reached 201M SGD with large-order buying dominating (139M SGD). BlackRock increased its stake by 326,600 shares to 3.15%. The five-day flow trend turned decisively positive after early-week outflow. Technical Analysis: Volume Ratio of 2.79 confirms accumulation. MACD and RSI values are unavailable in the current dataset, but
TOPNice Sharing 😁 @Aqa @DiAngel @Shyon @koolgal @JC888 @Barcode @Shernice軒嬣 2000
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08-31 18:00
$DAIRY FARM INTERNATIONAL (D01.SI) +5.10% Surge: Retail Giant Reclaims $3.71
$DFIRG USD(D01.SI)$ +5.10% Surge: Retail Giant Reclaims $3.71, Volume Ratio 3.95 Signals Breakout Watch Latest Close Data Closed at $3.71 (+5.10%) on Aug 31, 2026, with an intraday high of $3.71 and low of $3.52. The stock sits -19.9% below its 52-week high of $4.63 and +24.1% above its 52-week low of $2.99. Amplitude reached 5.38% with volume ratio at 3.95. Core Market Drivers Massive capital inflow dominated the session: total inflow of $5.99M vs outflow of just $0.99M, with large-order buying accounting for $4.38M. Jardine Matheson Holdings maintains a controlling 77.54% stake, providing strong shareholder stability. However, no major corporate news was released during this period; the move appears primarily liquidity and tech
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08-31 17:24
After the Strikes, Is September More Likely to Hike, or Less Able To?
Hello. After Warsh spoke on Friday, one estimate put the odds of a September rate rise at 60 per cent. Over the weekend US forces struck Iran and Brent crude went above US$90. Dearer oil makes inflation harder to hold down. But this particular fire is burning on the supply side, where a rate rise will not put it out and will press on demand as well. In three days, September became a harder question. This was Warsh's first appearance at Jackson Hole as chair. He restated the commitment to holding inflation down, and coverage rated the speech "moderately hawkish". He made clear he was not offering forward guidance; a former Fed vice chair said he had given it anyway. The market took him at his word: the two-year Treasury yield jumped, spot gold fell from US$4,649.60 last Thursday to US$4,478
TOPBrent snapping from down 5% to back above 90 that fast says the strait risk is getting priced quicker, but I still doubt the premium sticks if flows stay normal
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08-31 17:32
The Commodities / Durable Plays for the Next Decade
The commodities / durable plays for the next decade: Silver | $iShares Silver Trust(SLV)$, $Contango Ore, Inc.(CTGO)$, $Hecla Mining(HL)$ -> $DXY is down 2.4% this month. -> M2 money supply is up ~5% in the last 3 months. -> AI buildout relies on silver as it's got the highest electrical conductivity of any metal. -> ~80% of silver is mined as a by-product. Copper | $Global X Copper Miners ETF(COPX)$, $Trilogy Metals(TMQ)$ -> Already incredibly scarce and getting scarcer. -> Forecasted
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08-31 17:21
Trading Strategies: PANW, AVGO, DELL& SNOW
Hello everyone! Today i want to share some option strategies with you! 1 $Palo Alto Networks(PANW)$ announces earnings on Tuesday after market close. Expected move is ~9%. Am looking at writing cash-secured puts around the 200EMA area of 257 and put credit spreads at the 300 short strike, all trades Sep 18 expiration. 2 Was going to trade $Dell Technologies Inc.(DELL)$ for earnings this week thinking that it was still in the 100s. How TF did it get into the 400s !!! 3 $Broadcom(AVGO)$ announces earnings on Wednesday after market close. Expected move is ~7-8%. Gonna write the Sep 18 expiry $290 strike put. 4 Really w
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08-31 17:25
What are Your Thoughts on TT?
$Trane Technologies PLC(TT)$ Trane Technologies is a well-established, high quality company with strong competitive advantages and a proven ability to grow over time. It’s a leader in climate and energy efficient solutions that benefit long-term trends like data center growth. The company’s solid execution, recurring demand, and focus on innovation provide a sturdy foundation for reliable revenue and earnings growth. The valuation varies quite a bit right now based on Yieldr, what are your thoughts on $Trane Technologies PLC(TT)$?
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08-31 17:24
SIVE Valuation Review
Think about $Silver Verde May Mining Co., Inc.(SIVE)$'s valuation for a second: A reminder in Q1, $SIVE said "over the next several years, our CAGR's are expected in the 25-30% range." Now this could be on the conservative side as that only assumes ~8-10% conversion of pipeline to revenue. That's probably a base case but let's work slightly more aggressively. If we work more ~15-20% conversion range (bullish) then the numbers still don't work that nicely. 15% conversion of $1.2B pipeline -> $69M in 2029 (~40% CAGR). 20% conversion (unlikely) of $1.2B pipeline -> $84M in 2029 (~50% CAGR). That puts $Silver Verde May Mining Co., Inc.(SIVE)$ in the range of 9.8x FY29 rev
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08-31 17:12
Nonfarm Payrolls in Focus: Will Gold Hold as Equity Indices Reassess?
Following last weekend’s Jackson Hole symposium, Fed Chair Kevin Warsh delivered a relatively hawkish message, prompting the market to reassess and reprice the timing of U.S. interest-rate hikes. According to the current FedWatch data, the probability of a rate hike at the end of September is slightly above 50%. This implies that the next round of nonfarm payroll and inflation data to be released next month could play an important role. From a data perspective, the probability of a rate hike surged by nearly 20 percentage points within just one week, driven entirely by Warsh’s remarks rather than by any other major economic data releases. However, based on historical experience, only probabilities above 70% tend to produce near-certain outcomes. With the current probability still below 60%
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08-31 17:19
Gold’s Correction Arrived as Expected—Will 4,000 Hold as Support?
Late August is typically when the world’s central banks hold a major annual gathering. The Federal Reserve—the “central bank of the world,” as it is sometimes described—is the central figure at the event, and remarks from the Fed Chair are often viewed as a briefing to central banks around the world on the Fed’s policy path. At present, the financial market’s primary concern is whether the Federal Reserve will raise interest rates and, if so, when. That is why Fed Chair Kevin Warsh’s hawkish remarks last week had a significant impact on market expectations. The most direct result was that, following Warsh’s speech in Jackson Hole on August 28, 2026, the interest-rate futures-implied probability of a September rate hike rose from approximately 35% the previous day to nearly 60%. A rate hike
TOPFriday payrolls is the real trigger here. If jobs come in hot, 4000 probably cracks before it holds — are you watching real yields more than the level?
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08-31 17:15
Trading Strategies: MSTR
Hello everyone! Today i want to share some option strategies with you! $Strategy(MSTR)$ Trade Idea: Sept 11 135C Trigger: 127 ✅ Targets: 137, 151 🎯 Stop: 122 🛑 MSTR ran from 118 to 139 last week. MSTR closing at 127 on Friday as BTC rejected at the 80k resistance. If BTC can breakout above 80k in the next 2 weeks, MSTR can move back up to 151. Calls can work above 127 for this week.