$YZJ Shipbldg SGD(BS6.SI)$ is a great example of this earnings-driven rally, with record H1 results and a strong order book. Going forward, I think investors will become more selective and focus on companies that can genuinely convert structural tailwinds into earnings growth.
A short-term pullback would not change my bullish view. In fact, I would see any meaningful correction as an opportunity to accumulate quality names rather than a reason to turn bearish. For me, the key is to stay invested but avoid chasing stocks after sharp rallies.
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- MortimerDodd·08-13 19:12TOPI cleared my local bank names already, 24% YTD is nice but can STI really hold up if NIM starts rolling over?2Report
- 1PC·08-13 22:17TOPNice Sharing 😁 🚀😁 @Barcode @JC888 @koolgal @Aqa @DiAngel @Shernice軒嬣 20002Report
- icycrystal·08-14 02:54TOPthanks for sharing3Report