๐๐๐Can ServiceNow $ServiceNow(NOW)$ recover from its poor stock performance? Bull Case: Strong fundamentals with double digit revenue growth, expanding margins and recurring subscription revenue. Bear case: Sector wide derating may persist until investors regain confidence in software's long term moat. AI risks are real. If competitors leverage AI faster , ServiceNow's growth could slow down. My View: ServiceNow has the financial strength , customer base and product stickiness to recover over time. The current sell off looks more like a sector fear than company specific weakness. ServiceNow has announced a multi year partnership with Anthropic, making Claude the default AI powering ServiceNow's Build Agen
๐๐๐Spring Festival is the special time of the year where families celebrate the beginning of the Lunar New Year. It is in fact the most important holiday in China, Hong Kong , Singapore especially for Chinese families. The markets maybe closed for the Spring Festival but my investing journey does not stop with the holidays. I will continue to dollar cost average into $TRACKER FUND(02800)$ which is possibly the largest ETF by market cap in Hong Kong. The Tracker Fund is designed to replicate the performance of the Hang Seng Index or HSI. In just 1 trade, I gain access to the largest and most liquid companies listed in Hong Kong. The T
๐๐๐The Year of the Horse is said to symbolise strength , speed and endurance. Yet markets rarely move in straight lines. This season, volatility has been the drumbeat. Energy prices tugging one way, tech earnings pulling another. Central banks are whispering caution. The question is not just whether to sell or hold , but whether we can ride the horse with patience , letting the magic of compounding carry us further than any sprint. For me, the long holiday is a reminder that wealth is not built in trading days alone. The market pause is a gift. It is a time to reflect , to celebrate family and to remember that investing is not just about numbers but about meaning. @Tiger_comments
SGX Is Playing Catch Up. Why It Just Hit An All Time High at SGD 19.09
๐๐๐SGX $SGX(S68.SI)$ is the kind of stock the market loves to underestimate... right until it doesn't. When the latest results dropped, the share price pulled back. It is the classic "sell first, think later" behaviour. Nothing was wrong with the business. Nothing broke. But in a market obsessed with shiny narratives, SGX's steady cash flow model doesn't always get instant applause. And then something shifted. While the market was busy chasing momentum trades, investors suddenly remembered what SGX actually is: a monopoly like exchange, record revenues, disciplined cost control and a dividend stream that doesn't flinch even when global markets wobble.
๐๐๐Investing in $PropNex(OYY.SI)$ isn't just about buying a stock. It is about owning a piece of the engine that drives Singapore's most resilient asset class: REAL ESTATE. In a city where land is the ultimate scarcity, PropNex has positioned itself not just as participant, but as the dominant gatekeeper of the Singapore real estate market. The Power of Scarcity In Singapore, land is not just a resource. It is a finite precious commodity. This fundamental scarcity ensures that while the market may fluctuate, the long term trajectory of property remains a safe haven for wealth preservation. PropNex capitalises in this by being the proxy for the entire
The Digital Renaissance: Why IBLC ETF Is My Gateway to the Crypto Frontier
๐๐๐The financial world is no longer just shifting. It is being completely reborn. We are standing at the edge of a Digital Renaissance, where the old guards of centralised banking are meeting the unstoppable force of the Blockchain. For those who feel the adrenaline of the crypto market but seek a sophisticated, diversified way to capture its power, $iShares Blockchain and Tech ETF(IBLC)$ isn't just a fund. IBLC is a front row seat to the future of money. While some traders are chasing individual memecoins into the abyss, the visionary investor looks at the infrastructure. IBLC does not just buy the coins
๐๐๐Warren Buffett's 2019 bet on Japan's 5 major trading houses or sogo shosha has reached a historic milestone as the Japanese stock market rallied. It pushed the value of $Berkshire Hathaway(BRK.B)$ holdings to over USD 41 billion. It tripled Warren Buffett's initial capital outlay on these 5 Japanese stocks. This shows Warren Buffett's "Midas Touch " in Japan. @Tiger_comments @TigerStars @Tiger_SG @TigerClub @
๐๐๐Japan has just re elected Prime Minister Sanae Takachi who has put forward aggressive government spending programs that aim to spur growth but have also stoked jitters about Japan's staggering debt levels. Nonetheless the Japanese stock market jumped and surged to record highs after news of her historic election victory. The Nikkei 225 index rallied 5.7% to an unprecendented 557,337.07. US Treasury yields may face indirect pressure as Japanese government bond yields rise, recently hitting 2.38%, the highest since 1999. Japanese institutional investors may repatriate capital , reducing demand for US debt. @Tiger_comments @TigerStars
Gold Holds The Throne But Copper Starts The Engine With PICK ETF
๐๐๐Gold has reclaimed USD 5,000/oz after that sharp breath catching pullback. It feels like watching a king stride back onto the throne - steady, unshaken and reminding the market that dominance doesn't vanish in a week. JPMorgan's view reinforces the confidence that this volatility is a healthy consolidation within a long term uptrend, not a trend reversal. But while Gold is anchoring the fortress, something else is stirring in the industrial trenches. JPMorgan expects copper to rebound earlier than Gold in Q2, driven by stabilising demand and tightening inventories. Copper is always the early mover. It is the metal that wakes up before the rest of the economy does. So the real question becomes : Is this the moment to rotate from Gold into copper led cycl
The Silver Dragon Roars : Is SLVP Silver Miners ETF The Ticket To The USD 100 Moon?
๐๐๐Silver surged back to over USD 83/oz as of February 10, recovering from a brutal 35% flash crash in late January. This latest jump is primarily driven by a weaker US Dollar, which fell to 4 year lows, making silver cheaper for international buyers. Key Reasons for Silver Recent Rebound Dollar Weakness and Fed Uncertainty : Markets are pricing in potential interest rate cuts for later in 2026. Growing concerns of the Fed's independence and the recent nomination of Kevin Warsh as the next Fed Chair have created volatility, leading investors to seek hard assets like Gold and Silver. Central Banks' Gold Buying Spree: Central banks around the world especially China, have continued their gold buying spree. This has created a spillover effect that driv
DBS: Don't Let A Single Miss Mask A Great Business: Why Buffett's Wisdom Still Holds
๐๐๐DBS $DBS(D05.SI)$ has just reported a 4th quarter 2025 net profit of SGD 2.36 billion, a 10% year on year decline that missed analyst estimates of SGD 2.57 billion. While the headline miss on 9 February 2026 initially cooled market sentiment, sending shares down almost 2% in early trading to SGD 58.41, the result masked a record full year 2025 income of SGD 22.9 billion and a powerful 14% surge in wealth management fees. The Warren Buffett Lens: Value Over Volatility In the face of today's market jitters, it is vital to remember Warren Buffett's timeless wisdom : "Do not take yearly results too seriously, instead focus on 4 or 5 year averages." Warren Buffett has long argued that a single earnin
SGX & Keppel: 2 Different Worlds. Do They Still Have Room to Run?
๐๐๐SGX and Keppel don't operate in the same universe. $SGX(S68.SI)$ is the quiet heartbeat of our markets. $Keppel(BN4.SI)$ is reinventing itself for the AI infrastructure age. But this earnings season, both reminded me why they are pillars of Singapore Inc. As a Singaporean, I can't help feeling proud of how far our homegrown giants have come. SGX: Record Results, A Pullback and Quiet Potential SGX delivered record revenue, stronger derivatives volumes and steady profit growth. It is the kind of earnings that reflect resilience, discipline and a business model built on real recurring demand.
๐๐๐I invest in $Sheng Siong(OV8.SI)$ because it represents the kind of wealth I want to build - steady, grounded, resilient and rooted in real life. Not hype. Not noise. Just a business that is built in something far more powerful : daily necessity. Sheng Siong is a company that performs best when things get tough. In a world chasing the next big thing, Sheng Siong reminds me that sometimes the best investments are the ones right in front of us...aisle by aisle, basket by basket. Sheng Siong is the dependable kind of stock, the kind we can count on. Honestly in a market that is full of drama, that reliability feels like luxury. @Tiger_comment
Markets Roar Back - Relief Rally Or Real Reversal? My Secret Weapon: STI ETF
๐๐๐The market didn't just rebound on Friday, it snapped back like a rubber band that had been stretched too far. One minute we were watching fear ripple through every asset class, the next minute everything decided to rally together like they had rehearsed it. Stocks climbed, Big Tech charged ahead and risk appetite returned from its short vacation. Meanwhile Spot Gold jumped 3%, Silver surged 7% and Bitcoin snapped back above USD 70,000. It is the kind of synchronised rebound that makes everyone wonder : Is this a genuine risk reversal or just a violent relief bounce before the next plot twist? No one knows for sure - not the strategists, not the quants but the signals are interesting : Precious metals ripping suggests that liquidity is still flowing. Crypto's sharp reco
Big 5 of Mag 7: Which one offers best value? $Alphabet(GOOG)$ : The Under appreciated Workhorse: It is the best value now.While the market panic over their 2026 capex, it has just posted a record USD 400 billion revenue year. Trading at a lower PEG ratio than its peers, it is the AI power player hiding in plain sight. Apple : The Defensive King. It defied the trend by being the only giant whose capex actually declined. While others build data centers, Apple is counting record iPhone cash. It is a safe haven though you pay a premium P/E of 34 for peace of mind. Meta : The Efficiency Machine: Revenue is soaring 24% YoY but the market is getting nervous about the scale of its infrastruct
Mag 7 Capex Recap: Apple Defies Gravity But My Pick Is Google
๐๐๐The recent tech rout can be summed up in one word : Capex. Not AI, not earnings, not hype. The Star Wars of Compute is here - a USD 600 billion arms race where every cloud titan is building Death Stars of silicon, data centers and model training clusters. The market is suddenly asking the only question that matters : Who will actually monetise all this? The Dominoes Fell Fast $Alphabet(GOOG)$ and $Amazon.com(AMZN)$ both delivered monster growth. Both revealed monster capex. Both got punished. Google fell 7% but recovered to - 0.6% by sheer force of fundamentals. Amazon is down 10% as inve
DBS 2026 Earnings: Ceiling Smash Or Ultimate Launchpad?
๐๐๐The stage is set for a historic Monday on February 9 2026 for $DBS(D05.SI)$ As the undisputed Alpha of Singapore banking prepares to unveil its latest earnings report, the market is holding its breath. We are not just looking at a balance sheet, we are witnessing the evolution of a financial fortress that has redefined global excellence. Is SGD 60 the ceiling? Or are we standing on the edge of a new launchpad to SGD 70? Why JPMorgan Set A SGD 70 Target The smart money is aiming for the sky. JPMorgan analysts Harsh Wareham Modi and Daniel Tan maintained a conviction price target of SGD 70.00, an upside potential of 18% in their recent reports. Their bullish stance is buil
๐๐๐DBS $DBS(D05.SI)$ is heading into its February 9 results with the stock hovering around the SGD 60 psychological barrier like it is deciding whether to make history or tease the market for one more week. I am rooting for DBS winning big . So my vote is A: Breakout to SGD 60. Why? Because wealth management has been the quiet engine humming beneath the surface. If those numbers come in higher than expected, the market won't just nod. It will rerate DBS on the spot. Now add this: JPMorgan has a target price of SGD 70 for DBS. When a global institution plants a SGD 70 flag , it tells you that the rally isn't over. It is simply catching it
๐๐๐This is one moment in the market where everything feels like it is breaking at the same time. Stocks are falling , Gold & Silver are down and Bitcoin is also down. It is times like this that we need to stay calm, do not panic sell and go bargain hunting for great stocks selling at a discount. This is a buyer's market for long term investors. Gold and Silver dips are opportunities, not warning. Bitcoin pullbacks are part of the cycle. Defensive stocks like consumer staples + $Wal-Mart(WMT)$ $Pepsi(PEP)$ $Procter & Gamble(PG)$ are doing well. Walmart has in fact hit the USD 1 Trillion in market capitalisation. This isn
๐๐๐If I can only hold 1 stock during a government shutdown it would be $Alphabet(GOOG)$ and not $General Motors(GM)$ . This is because in a government shutdown I want a fortress , not a factory. General Motors is a solid proud American icon but it is also tied to consumer sentiment which tanks during political chaos, credit markets which get jittery fast and union negotiations which can flare up when the government is distracted. GM is like holding a car that might stall when the traffic lights stop working . Alphabet on the other hand is like the kid who brings snacks, cash and straight A grades to the apocalypse. Alphabet has USD 100 billion plus in cash, global revenue streams , AI dominan