[Weekly]The objective of the post is to observe market transactions of BBs, aka Institutional Investors, and RIs, i.e. Retail Investors.Inst Buy & SellWeek of Jan 3, 2022Data Source: SGX ResearchMy observations-a). Institutional Investors, aka BBs, were on shopping spree on the key components of STI, DBS, UOB, OCBC, SGX, CLI, Wilmar, HKL, CICT and so onb). On the other hand, Retail Investors, RIs, were the selling counterparties….Just wonder why? Maybe RIs had been working hard accumulating over the holiday weeks and were taking some profit off the table. Yes?c). For the local tech stocks, Nanofilm, AEM & iFast, BBs seemed to follow US tech market script and sold these counters, while RIs bought over the same on accumulation.d). For the big talk in town, the MCT merger with MNACT,
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$SINGAPORE EXCHANGE LIMITED(S68.SI)$ $SINGAPORE EXCHANGE LIMITED(S68.SI)$...looks like Big Boys behind
$Upstart Holdings, Inc.(UPST)$...wow, shot up 10% then got gain completely erased; kidding me! Added more.
$DBS GROUP HOLDINGS LTD(D05.SI)$ $O39.SI $U11.SI $Z94.SI $C52.SISGX Inst Buy & Sell, Week of Jan 10, 2022My observations-a). Institutional Investors, aka BBs, doubled their buying efforts this week, particularly on the leading STI components: OCBC, DBS, UOB, Singtel and so on.b). On the other hand, Retail Investors, RIs, were the selling counterparties…seemed to continue to sell and got more cash back.c). Still, RIs kept accumulating some of the recovery, value and REITS counters while BBs sold them: CDG, ThaiBev, Venture, STE, CICT, MLT, MINT and so on.d). Seems to me, BBs are sticking to the macro trends, while RIs are starting the year more cautiously and tactically.Previous weekRead on...https://myinvestingnote.wordpres
Inst Buy & Sell, Week of Jan 3
Inst Buy & Sell, Week of Jan 3
Portfolio Review: 2021
Portfolio Review: 2021 [PORTFOLIO] My investment, managed in various portfolio, had a mixed performance in 2021. Two income portfolios achieved the performance of +11.3% (cash) and +15.9% (SRS). One growth portfolio had the score of +6.4%. Two “actively managed” portfolios resulted in -0.4% and -27.5% returns. All in all, SRS achieved 15.9% return, while cash performance, when all add up, was merely 2.62% return. Learning and Reflection My investment took a bottom-up approach with each portfolio having its own objectives and strategies My SRS portfolio is a closed income-generation portfolio, with a spreadout of who-is-who SGX stocks. All returns reinvested. Minimum changes. My cash portfolio for retirement: similar to my SRS portfolio; here are top components of the portfolio. Retirement
Portfolio Review: 2021
SGX Inst Buy & Sell, Week of Dec 20, 2021
[Weekly]The objective of the post is to observe market transactions of BBs, aka Institutional Investors, and RIs, i.e. Retail Investors.Inst Buy & SellWeek of Dec 20, 2021Data Source: SGX ResearchMy observations-a). Well, it’s Christmas. So, there are reduced buy/sell activities and dollar values transacted, except selective counters.b). Nevertheless, BBs bought BIG on DBS, worth $78.7m, the highest dollar value in recent weeks. Other top buys include UOB, SPH.c). In the previous week, I pointed out that it had been 8 consecutive weeks where BBs sold more in their top-10 buy/sell. This week, it’s a reversal, BBs bought more than they had sold.Is this “net-buy” trend going to continue? We shall see.d). Besides selective counters, the rest transactions are of low volume/value, so do not
SGX Inst Buy & Sell, Week of Dec 20, 2021
SGX Inst Buy & Sell, Week of Dec 13, 2021
[WEEKLY]The objective of the post is to observe market transactions of BBs, aka Institutional Investors, and RIs, i.e. Retail Investors.Inst Buy & SellWeek of Dec 13, 2021Data Source: SGX ResearchMy observations-a). Well, holidays are around the corner. No winder SGX market has become very quiet, with reduced buy/sell in terms of top 10 counters.b). Nevertheless, BBs continued to buy DBS, UOB, KDC, SPH and so on, while sold STE, SGX, Singtel, CDG and many more. All in all, sold more than bought.c). RIs, i.e. Retail Investors, did more or less the opposite. RIs, very diligent and hardworking, whether holidays or not. LOLd). I have left the data tables for the past 2 weeks, for comparison. You can see market activities have been reduced significantly. In fact, it’s the 8th week that BBs
SGX Inst Buy & Sell, Week of Dec 13, 2021
Predict the Fed is much easier than predicting the market! Anyway, did youcheck under your Christmas tree? Santa J has dropped by last night!Merry Christmas! Happy holidays!
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What's your tech-stock plan for 2022?
Getting into 2022, what is your strategy for tech stocks?Looks like the indexes $SPX and $NASDAQ(^IXIC.IN) have kept pretty steady rise due to heavy weightage of the mega techs, which I call #MAMATAN (MSFT AAPL META(FB) Alphabet (GOOGL) TSLA AMZN NVDA).The mega stocks have been doing greatly in 2021. They are the “value stocks” of the tech stocks. They will likely continue to grow in 2022, as they are dominant players with their respective secular growth drivers.While the undercurrent is the crash and bear market situation of the once high-flying high-value high-growth (HVHG) stocks, e.g. ZM SQ COIN UPST DOCU CRWD etc etc…or the so called Cathie Wood stocks. Folks wish a crash. They’ve got it already for HVHG stocks!Conventional wisdom says that those high-value stock will suffer as intere
What do you think of 70% of your money investing in $Berkshire Hathaway(BRK.B)$and 30% investing in $ARK Innovation ETF(ARKK)$? You can try other ratios.You got both Warren and Cathie as your investment managers.
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SGX Institutional Buy & Sell, Week of Dec 6, 2021
Inst Buy & SellWeek of Dec 6, 2021SGX ResearchMy observations-a). Compare with the previous week, market had become much quieter, with reduced buy and sell dollar values from both BBs and RIs. Well, holidays are drawing close.b). BBs bought big on DBS, UOB, SGX and so on, while sold big on CICT, A-Reit, STE, SIA etc etc. More selling than buying.c). BBs continued to nibbled CLI and AEM away from RIs, while offloaded ThaiBev to RIs. Not sure why RIs let go their CLI and AEM.d). For newly listed Digital Core Reit (DCRU), RIs accumulated while BBs sold, maybe sold some of their IPO allotment after price run-up. DCRU has a yield of 4%, not that attractive? Need to watch the dynamics.You see anything interesting?$星展集团控股(D05.SI)$
SGX Institutional Buy & Sell, Week of Dec 6, 2021
$Nanofilm(MZH.SI)$...last week, the company has settled a dispute with acustomer and collected back close to$5m and stated it would positively impact the current year’s fianacial results. Excellent!Put it in perspective, this amount is about 10% of last year’s net profit. What is good about this piece of news is, the Compnay has also agreed with the other party to continue to worktogether. So sounds like double happiness.
@我i168:Nanofilm - a truly high-tech company with great potential
$KEPPEL CORPORATION LIMITED(BN4.SI)$...buy this company for its renaissance! So far the execution is forceful and persistent. Excellent! Going for long!
$RAFFLES MEDICAL GROUP LTD(BSL.SI)$...good to accumulate for the next leg?! Excellent Q/FY results are expected, catalysts: recovery, and secular growth ahead.
$CapitaLandInves(9CI.SI)$...ready forthe next rally, the higher step?!
$PAN-UNITED CORPORATION LTD(P52.SI)$...company share buyback and PVA of the last few days look veryinteresting?!
@我i168:$PAN-UNITED CORPORATION LTD(P52.SI)$...will this ready-mixed cement company be the ultimate comeback kid of the construction recovery?!I think, possible!Even during 2020, with CB during which projects were completed stopped, PU managed a small profit.Right now, with so many projects tryig to catch-up their completion schedules, RMC must be in high demand.As the #1 RMC supplier, surely the demand squeeze will be reflected in its coming earning results. The management has been confident and focusedon what they do best.Yes. Got hope! As a recovery play.
Company share buyback and price volume action of last few days look interesting!
@我i168:$PAN-UNITED CORPORATION LTD(P52.SI)$...will this ready-mixed cement company be the ultimate comeback kid of the construction recovery?!I think, possible!Even during 2020, with CB during which projects were completed stopped, PU managed a small profit.Right now, with so many projects tryig to catch-up their completion schedules, RMC must be in high demand.As the #1 RMC supplier, surely the demand squeeze will be reflected in its coming earning results. The management has been confident and focusedon what they do best.Yes. Got hope! As a recovery play.
Are short sellers considered as investors?
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[Smile] [Cool]
Microsoft stock jumped more than 2% in morning trading
Why share price drop while the company beat estimates?!
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