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The Perfect Storm of the Stock Market III


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Supersonic
(edited)

unstoppable!

2025-06-03_185857.jpg

Edited by Wt_know
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Hypersonic

Another day, another ATH for the bank share that I have the most in my basket....

Only if it could reach same PE as ST engineering..... 😆

 

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6th Gear
On 6/5/2025 at 11:15 AM, Throttle2 said:

CityDev sell one building, stock price boomz already

 

underwater for a long time... holding until the time comes 😁

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Supersonic
On 6/5/2025 at 11:15 AM, Throttle2 said:

CityDev sell one building, stock price boomz already

just like Sicktel ... sick for too long ...

divest all the useless investments ... skyrocket from $2 to $4 

:grin:

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Supersonic
On 6/5/2025 at 11:15 AM, Throttle2 said:

CityDev sell one building, stock price boomz already

 

It is pretty undervalued.  CDL’s net asset value (RNAV) was S$20 per share before the disposal, which netted gains of $400m? Most of their properties are not marked to market. 

They should sell more properties and return money to shareholders. 😂

 

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Supersonic
On 6/5/2025 at 1:09 PM, Voodooman said:

It is pretty undervalued.  CDL’s net asset value (RNAV) was S$20 per share before the disposal, which netted gains of $400m? Most of their properties are not marked to market. 

They should sell more properties and return money to shareholders. 😂

 

Base on asset values, yes definitely.  they should sell a few more and pay off more debts.  

My target has been $8 for this.    Long term hold liao

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Supersonic
On 6/5/2025 at 12:49 PM, Wt_know said:

just like Sicktel ... sick for too long ...

divest all the useless investments ... skyrocket from $2 to $4 

:grin:

all these old timers keep holding on to assets like machiam for sentimental reasons.

Not like me, even a few of my most prized vintage Rolexes, I sold during market peak.

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Supersonic

fk trump fk section 899 ... 

section 899 is to "rotan" trump .... [mad]

seriously thinking to cut US holdings by 30% now ... [sweatdrop] 

 

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Hypersonic
On 6/9/2025 at 12:36 PM, Throttle2 said:

SGX huat

Another ATH today (not refering to SGC).... When to let go?

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Supersonic
On 6/9/2025 at 12:46 PM, Volvobrick said:

Another ATH today (not refering to SGC).... When to let go?

No need to let go lah😁.  Just take dividend song liao. 
 

 

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Supersonic
(edited)

gains in S&P wiped out and some more has to pay withholding taxes ... [mad]

2025-06-14_120633.jpg

Edited by Wt_know
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Supersonic
(edited)
On 6/14/2025 at 12:09 PM, Wt_know said:

gains in S&P wiped out and some more has to pay withholding taxes ... [mad]

2025-06-14_120633.jpg

Not too bad lah but therein lies the risk of fx.

last high of USGsgd in last 25 yrs was Jan 2002 at 1.84.  Would have lost 30% in value on FX if invested since then

thats also why i make it a point to convert my USD dividends to SGD every month whenever they get credited.  
and mostly choose the SGD hedged tranche if available 

Edited by Throttle2
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Supersonic
(edited)

the 2 singapore brands that benefited whenever there are conflicts ... [sly] 

2025-06-16_094523.jpg

Edited by Wt_know
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Supersonic

can buy for dividends? [sly]

the BeerCo IPO still on or not huh? .... 

 

2025-06-19_133140.jpg

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Hypersonic
(edited)
On 6/19/2025 at 1:32 PM, Wt_know said:

can buy for dividends? [sly]

the BeerCo IPO still on or not huh? .... 

 

2025-06-19_133140.jpg

thai economy is not good.

no tourists coming in also cos of the earthquake + scam news.

I dunno. Maybe cant get worse?

After all thailand is always an attractive destination in SEA for tourists from CN or western

 

Oh read about this. Not good news for thai bev.

https://sginvestors.io/analysts/research/2025/06/thai-beverage-uob-kay-hian-research-2025-06-16

 

Edited by Lala81
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