$Micron Technology(MU)$Micron Technology share is up about 8% on the last trading day for this week. It was announced that MediaTek Inc. has validated Micron’s low-power double data rate 5X (LPDDR5X) DRAM for MediaTek’s new Dimensity 9000 5G flagship chipset for smartphones. Micron is the first semiconductor company to be sample and validate this fastest, most advanced mobile memory in the industry and has shipped the first batch of samples of LPDDR5X built on its first-to-market 1α (1-alpha) node. Designed for high-end and flagship smartphones, Micron’s LPDDR5X allows the smartphone ecosystem to unlock the next wave of data-intensive applications powered by artificial intelligence (AI) and 5G innovation.This really positive news. More application need
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Micron on the way up. Go Go Micron
Micron on the way up. Go Go Micron
Is it time to consider Singtel?
$SINGTEL(Z74.SI)$Singapore Telecommunications (Singtel) shares are on the uptrend in the last one month, and about 8.2% on a year-to-date basis. Not bad for a stock that is labelled as boring.Taking references from analysysts, out of 19 of them, 17 recently recommended ‘buy’ on Singtel shares, two suggested ‘hold’, and none gave ‘sell’ calls, Bloomberg data showed.Their average target price was S$2.97,meaning there is a potential upside of 18.8% based on the stock’s latest price of around S$2.55.It was also highlighted that digital banking may be a value creator for Singtel in the long run, even though it may not be highly profitable in the first five years. But its not something that we will
Is it time to consider Singtel?
PLTR is there still steam in it? Value trap or opportunity?
$Palantir Technologies Inc.(PLTR)$ Of late, PLTR has been under heavy selling pressure. Not too long ago, it was a hype stock. Today its trading below $20. Are there still steam in it or its a pure value trap from now on.To me, PLTR has a very unique business model. It has its competitive edge especially on areas which is under the government contracts. But expanding this to commercial is where the challenge is. And are they able to scale to the level which investors is looking for. Of late, certainly market analyst don't think so.Some background and also relook at their Q3 resultPalantir Technologies is a public American software company that specializes in big data analytics. Headquartered in Denver, Colorado, it was founded by Pete
PLTR is there still steam in it? Value trap or opportunity?
SG stock - OCBC bank good for dividend?
$OVERSEA-CHINESE BANKING CORP(O39.SI)$Singapore market is stable and to many investors, its boring. There is lack of growth and lack of exciting startup and technology firm listing here. That why new SPAC listing rule was define to encourage new listing in Singapore.To me, I agree that the Singapore market is lacking growth and not exciting. But it provide stable and good dividend if you pick the right choice. As I start to prepare to build a stable income stream through dividend for my retirement, my obvious choice are Singapore market, Reits and Bank stock. I know I will not get the kind of growth like US tech stock. But I can sleep peacefully at night without having to worry about big volatility of the market. It really depend on your investment
SG stock - OCBC bank good for dividend?
Mapletree Industrial Trust closing in to 5% yield, good buy?
$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$Another Reit sharing, this time, Mapletree Industrial Trust. This is an SGX-listed REIT that owns a portfolio of 141 industrial and data centre properties located in Singapore and North America. Its main investment strategy is to create a diversified portfolio of income producing real estate used primarily for industrial purposes in Singapore and income producing real estate used primarily as data centres worldwide beyond Singapore, as well as real estate-related assets. Asof 30 September 2021, the total assets under management was S$8.5 billion, which comprised 86 properties in Singapore and 57 properties in North America. The portfolio includes Data Centres, Hi-Tech Buildings, Business Park Building
Mapletree Industrial Trust closing in to 5% yield, good buy?
SGX a buy now at $9+?
$SINGAPORE EXCHANGE LIMITED(S68.SI)$ SGX was one of my favourite stock which I track and own. Good dividend yield and good capital gain. But of late, its fall from its high of >$11 to now $9+. So is it time to add more to my portfolio? Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator. The group operates a platform for the buying and selling of securities such as shares, bonds and derivatives. The bourse operator has announced promising initiatives to grow its business over time. Some of these include the launch of the world’s first ESG REIT derivatives last month to meet rising demand from investors for the inclusion of ESG considerations into their portfolios. SGX is also allowing bond is
SGX a buy now at $9+?
OCBC Bank good value?
$OVERSEA-CHINESE BANKING CORP(O39.SI)$As all of you know the entire STI index is almost bank and reits centric. Reits are generally more stable. So that left us with the 3 major banks to move the needle of the STI index. The Banks weightage on STI is about 40%. Thats why you can see a clear trending between the Bank stock vs STI index. And of the 3 banks, they too trend the similar. We know DBS being the biggest of all, lead the way. Price to Book value also on the higher side compare to the other 2 banks. I have previously shared on DBS, today, wanted to share to smallest of the 3, OCBC. Is there more opportunity in investing in the little brother instead of the biggest?OCBC reported that group net profit for the third quarter of 2021 rose 19
OCBC Bank good value?
Is ComfortDelgro good value investment?
$COMFORTDELGRO CORPORATION LTD(C52.SI)$ComfortDelGro use to be darling of Singapore stock investor. But of recent years, share price has been on a downward trend. First was the distruption from Grab. Then come the Pandemic.Share price is now close to 15 years low. I am thinking of buying in using CPF, since the dividend historically beat the 2.5%. Share a bit more on the recent news and development.ComfortDelGro is a land transport service company. Its business includes bus, taxi, rail, car rental and leasing, automotive engineering services, testing services, etc. Besides being a market leader for buses and taxis in Singapore, its business spans other geographies such as the UK, Australia, China, Vietnam, and Malaysia.Recent drop suspect due
Is ComfortDelgro good value investment?
Keppel Data Centre REITs - Good dividend choice?
$KEPPEL DC REIT(AJBU.SI)$Another REITs to share. This time round, its Data Centre REITs. In fact this is he first and only Data Centre REITs listed on SGX. But more are coming. Keppel DC REIT is a Singapore-based real estate investment trust (REIT). It was established with the principal investment strategy of investing, directly or indirectly, in a portfolio of income producing real estate assets which are used primarily for data centre purposes, with an initial focus on Asia Pacific and Europe.Its worst taking a second look at it now, as the price has come down to $2.35 from the peak of around $3. How time has changed. At the peak of the pandemic, investor were jumping into this reit and back then yield was like 2+%. Now at $2.35, there is no cle
Keppel Data Centre REITs - Good dividend choice?
Frasers Centrepoint Trust - A buy for retirement portfolio?
$Frasers Centrepoint Trust(FRZCF)$ Frasers Centrepoint Trust is a leading developer-sponsored retail real estate investment trust and one of the largest suburban retail mall owners in Singapore. Property portfolio comprises 9 retail malls and an office building located in the suburban regions of Singapore, near homes and within minutes to transportation amenities. The retail portfolio has approximately 2.2 million square feet of net lettable area with over 1,400 leases with a strong focus on providing necessity spending, food & beverage and essential services.During the pandemic, suburban malls are less affected as compared to mals in the shopping belt where it typically rely on tourist. For that reason, I have accumulated more u
Frasers Centrepoint Trust - A buy for retirement portfolio?
Ascendas Reit a buy at below $2.95?
$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$Ascendas Reit price continue to be beaten down, trading at $2.94. The price pressure is mainly from Fed interest rate and maybe Omicron. Personally, i have read about or come across any news on serious impact of Omicron. As to Singapore, we are on track to live and co exist with Covid. Offices will be slowly filled up and plan is in place for more office staff to return. Like it or not, your boss wants you back in office[Grin] [Grin] So i see that we are on the verge of recovery. Some may argue that Working from home is a new norm, new trend. And we can be as productive and Company get to save on Rental. But think again, is it really no efficiency loss? Is it really as effective? I feel
Ascendas Reit a buy at below $2.95?
Propnex a good buy at 5% dividend?
$PROPNEX LIMITED(OYY.SI)$Was never really a fan of this stock since ipo. But the performance and dividend yield has far exceed my expectation. I have to say, i missed the boat. Just that I am not sure if its still good to go in now. And if yes, with the Omicron fear, now could be a good time. As property prices continue to climb, and transaction also on the raise, Propnex seem to have good outlook for next year. And dividend yield is at about 5%. Some introduction of the company. Propnex Realty Pte. Ltd. operates as a real estate agency. The Company offers business strategies, consultation, training, marketing support, and technological innovations for real estate sector, as well as provides buying, selling, and renting of propertie
Propnex a good buy at 5% dividend?
Fraser Logistic & Ind Trust good return?
$FRASERS LOGISTICS & IND TRUST(BUOU.SI)$I like Reit investment. Today would like to share another of my favourite Reit, Fraser Logistic and Commercial Trust. Short form FLCT. In today's price at $1.48, this reit pay out a decent 5% dividend.Price of the Trust was not affected by the pandemic. In fact it outperform other reit. But having said that, will the price drop when pandemic recover fully? Yet to be seen.Here I provide some background and their FY2021 result.FLCT currently manages more than 100 properties across Australia, Singapore, Germany, the UK, and the Netherlands. The appraised value of FLCT’s portfolio about $7b.In the recent FY2021 report, FLCT reported a 41.4% and 37.5% increase in revenue and NPI, mainly due to the full-year c
Fraser Logistic & Ind Trust good return?
Micron a buy before Q1'22 result report?
$Micron Technology(MU)$Micron share price took a hit yesterday, trading below $85. Overall market is worried about Fed rate movement. I felt the market did not really react to Omicron. Knowing that chip shortage continue to be the case in 2022, spot price of Nand and Dram both look stablizing, is this an opportunity to hop it the wagon?Some background and also include Micron guidance of Q1'22 back in September. Also some recap of the Sept report.Micron Technology is a world leader in innovative memory and storage solutions that accelerate the transformation of information into intelligence, inspiring the world to learn, communicate, and advance faster than ever.It produces computer memory and computer data storage including dynamic
Micron a buy before Q1'22 result report?
SG Stock - Ascott Trust - Hospitality recovering? Buy now?
$Ascott Trust(HMN.SI)$Sharing another Reit in listed in Singapore. Previous sharing are all about Industrial, Commerical, Logistic and DataCentre Reits. First time I am touching on Hospitality Reit which is one of the most badly hit sector during the pandemic. In fact, we have not recover. But with many countries opening border, is this the right time to take position and hold for recovery.Ascott Residence Trust is the largest hospitality trust in Asia Pacific with an asset value of close to S$7.3 billion. Having listed on the Singapore Exchange Securities Trading Limited since March 2006, its mai objective is to invest primarily in income-producing real estate and real estate-related assets which are used
SG Stock - Ascott Trust - Hospitality recovering? Buy now?
SG Stocks CapLand IntCom Trust a buy?
$CapLand IntCom T(C38U.SI)$As a Reits investor, I am also vested in CapitaLand Integrated Commercial Trust. Looking at the portfolio, personally I prefer Fraser as the mall are in the heartland servicing the community. Whereas CICT is less pandemic resilience as it rely on visitors as well as non essential businesses. But having said that, we are turing around the corner. It may still take a while to recover fully. So should we invest now with better price?Some background on this Reit.CapitaLand Integrated Commercial Trust is one of the biggest real estate investment trusts in the Asia Pacific region and the largest REIT in Singapore by market capitalisation and total portfolio property value.It was formed after the successful merger&nbs
SG Stocks CapLand IntCom Trust a buy?
$Opendoor Technologies Inc(OPEN)$Huge potential, but also high risk. Keep a small portion of my portfolio with such stock. The company is only tapping on 1% market share for now. That why i think the upside is high. But I am not certain if this business has a low entry cost, where others can just join the race and share the pie. But for sure, they are the pioneer. Happy investing to all.
KLA - semiconductor equipment and solution provider
$KLA-Tencor(KLAC)$- Market leader in Inspection tool. Their leading edge technology in DUV Brightfield inspector is without any competitor. With the shrinking design rule, and Fab capacity expansion, demand for such tool continue to be very strong. KLA also provide after sale service contract which are also lubricative. About 20% of revenue are from recurring service contracts. Gross profit margin is the highest among the OEM suppliers at about 50%. They are like the ASML in the inspection market. In the near future, don't see how AMAT can catchup in this segment. On the Ebeam market, KLA is begining to gain some ground with their new system. Can see them taking a small pie out of the ASML ebeam segment. Bare wafer inspection is another area whi
KLA - semiconductor equipment and solution provider
Manulife US reit good dividend?
$MANULIFE US REIT(BTOU.SI)$I thought there is a chance for bargain hunting to buy into Manulife, with global market meltdown due to Fed interest as well as Omicron factor.But somehow today, Singapore market started well. In fact Manulife reit is up slightly. I was hoping for a drop closer and maybe below the placement price. Really suprising.Share again on some performance number for this Reits and its portfolio.On the yield front, historical dividend is at around 7% which is attractive.Share more background on this reit, Manulife US REIT is a Singapore listed REIT established with the investment strategy principally to invest, directly or indirectly, in a portfolio of income-producing office real estate
Manulife US reit good dividend?
Go Go Go Micron. Go Away Omicron[Happy]
Wall Street closes up strongly with boost from Nike, Micron, following Omicron slide
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