$SINGAPORE AIRLINES LTD(C6L.SI)$….Investing in SQ now is like a religion (or cryptocurrency), it necessitates huge commitment to hodl and unwavering faith.............BUT it is almost a miracle SQ managed to make a MTM gain on their fuel derivative contracts...almost like turning water into wine.

Touted as a win win for both Keppel and SCM shareholders, the proposed merger will create bigger and stronger O &M operation. But immediately after the announcement, Keppel gained 500m in market capitalisation and SCM lost 600m.....surely one can tell who won and who lost..........

All metrics considered, UOB must be the choice pick if you only want to buy one

$SEMBCORP MARINE LTD(S51.SI)$Touted as a win win for both Keppel and SCM shareholders, the proposed merger will create bigger and stronger O &M operation. But immediately after the announcement, Keppel gained 500m in market capitalisation and SCM lost 600m.....surely one can tell who won and who lost..........

Some years back, investors mocked at SPH when they bought a 15% stake in a internet platform selling funds to retail investors.  This company, called Fundsupermarket, has morphed into a 2.2 billion dollar company called iFast….. so who is laughing at SPH now?

SPH conducted a strategy review specially to unlock value for its stable of companies.......what they did to rid of the media assets was more like locking up value in a box, throwing away the key and then giving away the box.BUT buy SPH not becos of the “short term pain, long-term gain” advocated,  After the media company is removed from SPH, effectively the whole SPH is up for grabs!!! At present, there is no substantial shareholder. The management shares, held by the various institution, vote 200 to 1 ordinary share only when it comes to removal of members of the BOD. if you buy SPH, you need to pray there is a tussle for ownership and control to collect your bonus…..

$Q & M DENTAL GROUP (S) LIMITED(QC7.SI)$To retain 9 young Dentists for the next 10 years, the controlling shareholders sold shares at a discount of $3m to these dentists.........a resounding confidence shown on the explosive future earnings 

$SEMBCORP MARINE LTD(S51.SI)$Strange that Temasek and SCM are upset that there are suggestions to say the rights issue is to possibly finance the payment of 500m to Keppel either directly ir indirectly…. Is there any other way of looking at this?

$SEMBCORP MARINE LTD(S51.SI)$With Temasek's blessing, SCM's rights issue is a foregone conclusion. The renounceable rights, when traded, will face the following:1. tail swallowing investment strategy by existing shareholders2. death spiral arbitrage between the SCM rights and the SCM share3. knowing Keppel shareholders will get the same share for free4. knowing part of the proceeds will go indirectly to Keppel (despite SCM insisting not)SCM rights, when traded, is in a perfect storm to trade very close to zero.............

With Temasek's blessing, SCM's rights issue is a foregone conclusion. The renounceable rights, when traded, will face the following:1. tail swallowing investment strategy by existing shareholders2. death spiral arbitrage between the SCM rights and the SCM share3. knowing Keppel shareholders will get the same share for free4. knowing part of the proceeds will go indirectly to Keppel (despite SCM insisting not)SCM rights, when traded, is in a perfect storm to trade very close to zero.............