To The Moon

📉 ST Engineering & iFast: Hot Rally, Cold Reality — Buy the Dip or Bail? Singapore’s stock market stars just hit turbulence — and investors are divided. Is this week’s sharp sell-off in ST Engineering ($ST Engineering(S63.SI)$  I) and iFast ($IFAST(AIY.SI)$  I) simply a healthy breather after parabolic rallies, or are cracks starting to appear beneath the surface? With both names among Singapore’s most-watched growth plays in 2025, the answer could tell us a lot about investor psychology in today’s market. --- 📊 ST Engineering: A Giant Stumbles Shares of ST Engineering fell 6.3% this week, despite the company reporting higher first-half profits. For most companies, higher profi

$ST Engineering(S63.SI)$  Definitely is buy the dip. Why is said so.  Recent Earnings (1H 2025) Summary ST Engineering reported a strong performance for the first half of 2025, with significant growth across key financial metrics. Revenue: The company's revenue increased by 7.2% year-on-year to S$5.9 billion. This was driven by healthy growth in its main business segments. Net Profit: Net profit rose by nearly 20% year-on-year to S$402.8 million. Segment Performance: Defence & Public Security (DPS): This segment was a significant contributor, with revenue growing 12% year-on-year to S$2.65 billion. Growth was seen across all its sub-segments. Commercial Aerospace (CA): This segment's revenue grew 5% to S$

🌟🌟🌟As Singapore celebrates SG60, marking 6 decades of independence, ingenuity and identity, I am launching a personal tribute to this milestone with a series of articles spotlighting the most compelling companies listed on the SGX. If you are inspired to take part in this journey, there is no better time.  Tiger Brokers $Tiger Brokers(TIGR)$ is celebrating SG60 with a special promotion - from now until October 17, enjoy zero commission, zero custodian fees and stand a chance to win attractive prizes as you invest in Singapore's future.  It is a timely opportunity to align your portfolio with the spirit of SG60. Please follow me to learn more about the companies that define Singapore's past, shape its present and inspire its future.

Is it a good price to buy or still too high?

$ST Engineering(S63.SI)$  good time to buy? what will be the support price range? [Thinking]  

ST Engineering slid 6.3% despite reporting a +19.7% rise in 1H25 net profit (S$402.8m vs S$336.5m YoY). The pullback comes after an 80% YTD rally, leaving investors asking: is this just profit-taking, or is valuation stretched? 🔎 Macro Factors 1. US Tariffs & FX Headwinds — Dragging on margins despite strong topline growth. 2. Global Aerospace Cycle — Strong demand recovery in commercial aerospace supports order book. 3. Defence Spending — Rising geopolitical tensions continue to anchor long-term revenue stability. 📊 Micro Factors & Levels Cureent Price: just above S$8.00 Support Zones: S$7.80 (short-term floor), S$7.50 (major support). Resistance Zones: S$8.40 (near-term cap), S$8.80 (breakout point). Valuation: P/E remains elevated vs historical average, but earnings momentum jus

$ST Engineering(S63.SI)$  7

Long term play. Stable amd fundamentally strong company, will wait for the price to stabilise before entering.

$SEMBCORP INDUSTRIES LTD(U96.SI)$  profit taking + sell on news today. Bear in mind Sembcorp EPS is 30cents in H1 which is decent although it certainly missed some analysts forecasts. Also, 25% of today's volume are short position. Might need to cover back if share price rebound.

$SEMBCORP INDUSTRIES LTD(U96.SI)$  ouch 

$SEMBCORP INDUSTRIES LTD(U96.SI)$  Technically once it broke the support level at $7.50 it is very bearish. They don't provide quarterly results for Q3 and full year results will only be provided in February 2026 and therefore stock price may stuck in the $5 to $7 range for remaining of 2025.

🟩 📈 Ready to uncover today's SGX market winners and losers? Join Iggy, your trusted guide, as he sheds light on the Straits Times Index movements, company earnings, and the trends shaping the Singaporean market. From UOB’s profit dip to Genting Singapore’s revenue challenges and SGX’s dividend boost, this video is packed with insights to help you fine-tune your investment decisions. 💡 Whether you're tracking financial analysis, staying ahead of economic strategies, or seeking actionable investment advice, Iggy’s got your back. Learn how policy shifts and market dynamics are impacting portfolios, and discover where cash return visibility and risk management can give you an edge. 📊 With clear, jargon-free analysis, this is your daily dose of market foresight. Remember, investing is a long-te

$SEMBCORP INDUSTRIES LTD(U96.SI)$  unwarranted drop. Look at the long term it is still a buy. Just my own opinion.

Market SnapshotSingapore stocks opened lower on Friday. STI down 0.4%; DBS up 2%; Sembcorp down 14%; SIA down 4%; Genting Sing down 3%; OCBC and SingaporeLand down 2%.Stocks in FocusUOB : Trade loans are expected to contribute more visibly to the bank’s balance sheet over time although they take up a relatively small portion of its total portfolio, said UOB top executives at its Q2 earnings call on Thursday. This comes as UOB’s trade loan portfolio rose 12 per cent year on year in the first half of FY2025. UOB executives also said that the bank will remain looking out for mergers and acquisitions opportunities. Shares of the bank finished on Thursday 1.8 per cent or S$0.64 lower at S$35.81.Singapore Exchange (SGX) : The Singapore bourse announced on Friday that its net profit for the secon

Go go go Sembcorp ! Rocket to the moon with the good dividend. Cheers...[Smile]  

Good interim dividend from Sembcorp indeed. Increase of about 50% indeed. Hope that Sembcorp will continue to do well in its generation and renewal businesses. Cheers. [Smile]  [Smile]  

$SEMBCORP INDUSTRIES LTD(U96.SI)$  

$SEMBCORP INDUSTRIES LTD(U96.SI)$   Waiting for the halfyear result. 

🌟🌟🌟As Singapore celebrates SG60, marking 6 decades of independence, ingenuity and identity, I am launching a personal tribute to this milestone with a series of articles spotlighting the most compelling companies listed on the SGX. If you are inspired to take part in this journey, there is no better time.  Tiger Brokers $Tiger Brokers(TIGR)$ is celebrating SG60 with a special promotion - from now until October 17, enjoy zero commission, zero custodian fees and stand a chance to win attractive prizes as you invest in Singapore's future.  It is a timely opportunity to align your portfolio with the spirit of SG60. Please follow me to learn more about the companies that define Singapore's past, shape its present and inspire its future.

📉 ST Engineering & iFast: Hot Rally, Cold Reality — Buy the Dip or Bail? Singapore’s stock market stars just hit turbulence — and investors are divided. Is this week’s sharp sell-off in ST Engineering ($ST Engineering(S63.SI)$  I) and iFast ($IFAST(AIY.SI)$  I) simply a healthy breather after parabolic rallies, or are cracks starting to appear beneath the surface? With both names among Singapore’s most-watched growth plays in 2025, the answer could tell us a lot about investor psychology in today’s market. --- 📊 ST Engineering: A Giant Stumbles Shares of ST Engineering fell 6.3% this week, despite the company reporting higher first-half profits. For most companies, higher profi

$ST Engineering(S63.SI)$  Definitely is buy the dip. Why is said so.  Recent Earnings (1H 2025) Summary ST Engineering reported a strong performance for the first half of 2025, with significant growth across key financial metrics. Revenue: The company's revenue increased by 7.2% year-on-year to S$5.9 billion. This was driven by healthy growth in its main business segments. Net Profit: Net profit rose by nearly 20% year-on-year to S$402.8 million. Segment Performance: Defence & Public Security (DPS): This segment was a significant contributor, with revenue growing 12% year-on-year to S$2.65 billion. Growth was seen across all its sub-segments. Commercial Aerospace (CA): This segment's revenue grew 5% to S$

Market SnapshotSingapore stocks opened lower on Friday. STI down 0.4%; DBS up 2%; Sembcorp down 14%; SIA down 4%; Genting Sing down 3%; OCBC and SingaporeLand down 2%.Stocks in FocusUOB : Trade loans are expected to contribute more visibly to the bank’s balance sheet over time although they take up a relatively small portion of its total portfolio, said UOB top executives at its Q2 earnings call on Thursday. This comes as UOB’s trade loan portfolio rose 12 per cent year on year in the first half of FY2025. UOB executives also said that the bank will remain looking out for mergers and acquisitions opportunities. Shares of the bank finished on Thursday 1.8 per cent or S$0.64 lower at S$35.81.Singapore Exchange (SGX) : The Singapore bourse announced on Friday that its net profit for the secon

ST Engineering slid 6.3% despite reporting a +19.7% rise in 1H25 net profit (S$402.8m vs S$336.5m YoY). The pullback comes after an 80% YTD rally, leaving investors asking: is this just profit-taking, or is valuation stretched? 🔎 Macro Factors 1. US Tariffs & FX Headwinds — Dragging on margins despite strong topline growth. 2. Global Aerospace Cycle — Strong demand recovery in commercial aerospace supports order book. 3. Defence Spending — Rising geopolitical tensions continue to anchor long-term revenue stability. 📊 Micro Factors & Levels Cureent Price: just above S$8.00 Support Zones: S$7.80 (short-term floor), S$7.50 (major support). Resistance Zones: S$8.40 (near-term cap), S$8.80 (breakout point). Valuation: P/E remains elevated vs historical average, but earnings momentum jus

🟩 📈 Ready to uncover today's SGX market winners and losers? Join Iggy, your trusted guide, as he sheds light on the Straits Times Index movements, company earnings, and the trends shaping the Singaporean market. From UOB’s profit dip to Genting Singapore’s revenue challenges and SGX’s dividend boost, this video is packed with insights to help you fine-tune your investment decisions. 💡 Whether you're tracking financial analysis, staying ahead of economic strategies, or seeking actionable investment advice, Iggy’s got your back. Learn how policy shifts and market dynamics are impacting portfolios, and discover where cash return visibility and risk management can give you an edge. 📊 With clear, jargon-free analysis, this is your daily dose of market foresight. Remember, investing is a long-te

$ST Engineering(S63.SI)$  good time to buy? what will be the support price range? [Thinking]  

Is it a good price to buy or still too high?

$ST Engineering(S63.SI)$  7

$SEMBCORP INDUSTRIES LTD(U96.SI)$  unwarranted drop. Look at the long term it is still a buy. Just my own opinion.

$SEMBCORP INDUSTRIES LTD(U96.SI)$  profit taking + sell on news today. Bear in mind Sembcorp EPS is 30cents in H1 which is decent although it certainly missed some analysts forecasts. Also, 25% of today's volume are short position. Might need to cover back if share price rebound.

$SEMBCORP INDUSTRIES LTD(U96.SI)$  Technically once it broke the support level at $7.50 it is very bearish. They don't provide quarterly results for Q3 and full year results will only be provided in February 2026 and therefore stock price may stuck in the $5 to $7 range for remaining of 2025.

Long term play. Stable amd fundamentally strong company, will wait for the price to stabilise before entering.

Good interim dividend from Sembcorp indeed. Increase of about 50% indeed. Hope that Sembcorp will continue to do well in its generation and renewal businesses. Cheers. [Smile]  [Smile]  

$SEMBCORP INDUSTRIES LTD(U96.SI)$  

Go go go Sembcorp ! Rocket to the moon with the good dividend. Cheers...[Smile]  

$SEMBCORP INDUSTRIES LTD(U96.SI)$   Waiting for the halfyear result. 

$SEMBCORP INDUSTRIES LTD(U96.SI)$  ouch