To The Moon

$ST Engineering(S63.SI)$   Oh no. ST Engineering plunged quite significantly. Didn't see any negative news on it. Don't know why sentiment down so much. Hope that it will recover as much as possible. Thought defend counter supposed to be hot now worldwide in view of increased defend spending in many countries. Sad indeed; come on ST Engineering.   

$SGX(S68.SI)$   Really lackluster SGX shares. STI is green now and this SGX down quite significantly. Is there any negative news on SGX, other than Trump's proposed further tariff ? Hope that it will U turn soon. Cheers and come on SGX. Please wake up from your dreams.   

$Taiwan Semiconductor Manufacturing(TSM)$   Wow this TSM really super poor sentiment. Fallen almost to 170. Thought TSM is investing 200bil in US as mentioned by Trump. Anyone knows what's going on with tech counter(s) ? Quite sad indeed.   

Pop mart recent revenue seems to be excellent in terms of signicifant high percentage growth, i.e >100%. Understand it produces popular toys like labubu which has attracted worldwide attention, especially children and teenagers. It is an unique retail industry indeed. Potential of expansion could be sustained if it continues to innovate new popular products for the industry. Might be a suitable counter to hold for the medium term. Cheers. 

$ST Engineering(S63.SI)$   ST Engineering seems to restart its soaring direction. Hope that it can sustain further with the upward trend. Recent considerable improved target prices by RHB, CGS and Maybank definitely helps to reverse the last dip. In the longer term, ST should move nearer to the target prices in view of its high book orders, etc.. Moreover, it aims for SGD17bil in revenue by 2029 as well, which is an excellent direction from the company moving forward. Also understand that company will maintaits R&D spending at 4-5% of revenue for the next 5 years (BT: 18Mar). This is crucial in terms of future expansion as enhance or improved technology is essential to keep up with the right market&nb

$ST Engineering(S63.SI)$   Seems very lackluster for ST Engineering. Hope that it will start to rally again in view of the upgraded target prices by Maybank, CGS and RHB. Moreover STI is green today. Strange sentiment indeed. Cheers.

$YZJ Shipbldg SGD(BS6.SI)$   What's going on with this YZJ ? Still dropping despite STI in green zone. Anyone knows the key reason(s) ? Thought there was good news recently on the Veteran Mr Ren's investment ? 

This is great news for ST Engineering indeed. The positive assessment by Nomura is in line with many other research institutions such as recent Maybank, RHB, CGS. Hope that ST Engineering will continue the upward march progressively in view of its steady long term growth in placed. This is crucial for any companies moving forward.

$YZJ Shipbldg SGD(BS6.SI)$   YZJ seems bullish after the considerable investment by shipping industry veteran. Sentiment should be increasingly positive now. Thank you Mr Ren. This shows the seriousness of maintaining the consistent outlook of YZJ despite challenging bmacro business environment, and proposed port fee by the US. Fee would affect US in terms of choking US exports such as agricultural and coals, etc. End consumers in US would also be affected when associated costs are passed on for essential products. Inflation would be increased in a way. Hope that Trump will review his policies indeed. Cheers   

$ST Engineering(S63.SI)$   Seems quite a bit of pullback for ST Engineering today despite many positive news of it. Is it due to profit taking? Moreover near end of the trading week. Hope that it can recover as much as possible by end of today. Cheers.