$Keppel(BN4.SI)$ On My Watchlist at $10** Keppel has reached my watchlist price of $10, but I’m not rushing in just because it has hit my target. 🎯 My next level to watch is $9.50. If the price pulls back further, I may get a better entry point with a wider margin of safety. For now, I’ll continue monitoring the price action and wait for a potential **point of inflection**, where selling pressure eases and the trend starts showing signs of turning. A stock reaching my target price doesn’t automatically mean it’s time to buy. Price matters, but so does timing. **Patience is part of the investment strategy.** I’d rather miss the first part of a rally than rush into a falling stock without a clear signal. #Keppel #SGXStocks #SingaporeStocks #Value

$ST Engineering(S63.SI)$   is on my watchlist at $10.05. My target price has been reached, but I'm still holding back from entering. At $10.05, the price could find support and rebound. But if the selling pressure continues, we could see it dip further towards **$9.80**. For now, I'm watching patiently. I want to see the price stabilise, turn upwards, and show clear signs of rising momentum before making my move. No rush to buy just because it has reached my target price. A target price gets my attention, but the price action helps me decide when to enter. **Patience first. Confirmation next. Entry only when the momentum supports it.** 

🌟🌟🌟The Hang Seng Tech Index has broken below the critical 4,000 point psychological threshold, plunging to a multi year low.  This sudden breakdown has wiped off  millions in market value from Chinese Tech Titans like Alibaba, Tencent and NetEase. While the headline drop looks alarming, the underlying dynamics reveal a classic "valuation killing" driven by macroeconomic and liquidity pressures rather than a structural collapse in corporate fundamentals. 3 Pressures Driving the Selloff 1.  The Offshore Tax Drag  An unique internal liquidity crunch hit the market recently.  This period marked the final deadline of a 90 day window granted for offshore trusts to settle mainland back taxes.  As a result, the offshore trusts had to reduce their equity stakes, t

🌟🌟🌟The global technology landscape is undergoing a monumental, generational shift.  But let's address the elephant in the trading room first: the Chinese equity market has been a wild, nerve wrecking rollercoaster lately. The benchmark CSI 300 index has just slipped into bear market territory after a gruelling 10 week rout, wiping out billions in global market cap.  Fear and local economic fatigue are driving the selloff.  Trying to time the broader Chinese index right now feels a bit like catching a falling knife. But beneath this macro panic lies a profound, institutional secret:  this brutal selloff has pushed world class AI infrastructure companies into deeply undervalued territory. The timing couldn't be more perfect.  On 16 October 2026, the SGX has listed 3

🌟🌟🌟Uncle Sam meets Singapore's Merlion!  The unstoppable march of the SGX Singapore Depository Receipts (SDR) framework has just crossed its most exciting frontier yet.   In July 2026, SGX launched an initial batch of 3 US linked SDRs (Grab, Sea Ltd and SpaceX).  On 16 October, SGX recently added 5 new international/US listed ADR tracking counters.  These include TSMC and SK Hynix. Imagine tracking some of the most high growth companies in the world during your morning coffee at a local kopitiam, trading them entirely in Singapore Dollars with zero foreign exchange transaction worry.  Your Tiger Brokers Account has just gotten an elite American passport. But here is the real kicker: the barrier to entry has been absolutely obliterated.  While the standard

Your portfolio thinks it’s diversified. Your risk budget knows better.  Semiconductors are only ~13% of the global stock market by weight… …but they’re eating ~20% of the entire risk capital. Tech overall? 28% of the index, 40% of the risk. That’s not diversification. That’s a high-beta AI casino wearing a passive-index costume. Low vol made everyone lever up. VaR models said “more size, king.” Now any shock → first thing sold = the chips. Vol rises → more selling → more vol. Snowball goes brrr. Fundamentals can be fine. Positioning doesn’t care. When 1/5 of global risk lives in semis, every wiggle becomes a forced-liquidation party. Welcome to 2026: the market is a semiconductor ETF with extra steps. Manage the risk, or the risk manages you. Do not over leverage.

[你懂的]  Navigating the Volatility: Why 'Buying the Dip' Requires Regime Analysis, Not Blind Courage The market's recent pullback has re-ignited a familiar debate across trading desks and community forums: Is this a golden entry point for a generational bull run, or the opening chapter of a deeper repricing? While casual observers debate whether to "go all-in" or "stay 100% in cash," real edge is rarely found in extreme binary choices. Navigating market dips successfully isn't about guessing the exact bottom—it's about understanding regime shifts, risk asymmetry, and disciplined portfolio architecture. Here is my breakdown of how I am navigating the current volatility, the core frameworks guiding my decisions, and how I am allocating capital right now. 1. Macro Context: Understandi

【Money Market Fund】 US$ MMF Net 7-day Yield: +3.70%* Over the course of the last week, US Treasury yields retraced to new highs on Wednesday following a firm CPI report, but reversed lower as AI equity valuation concerns and Fed officials' commentary tempered rate-hike expectations. Warsh said on Friday that “the world has broadly conformed to our expectations” since the last FOMC meeting in September. Looking ahead, pre-October FOMC blackout period begins, limiting policymaker commentary, while data calendar is also relatively light. As of Friday, markets largely priced in a hold in October and a 25bp hike in December. * 7-day net yield is calculated based on calendar days and NAVs in 5-decimal. 【REITs】 S$ SRT YTD total return: -10.41% As of 16 Oct 2026,

🌟🌟🌟Welcome back to my SGX Singapore Depository Receipts (SDR) Series Part 3.  The ability to trade massive overseas powerhouses in bite sized SGD lots inside our Tiger Brokers App is an absolute game changer.  This is especially relevant during market turbulence.  In part 2, I covered the Top 5 undervalued Hong Kong SDRs.  In this article, I will cover another 5 deeply undervalued Hong Kong SDRs that are trading at a serious discount. 1.  $CATL HK SDR 30to1(HCCD.SI)$   - The Global Battery King  It is impossible to talk about the future of energy without Contemporary Amperex Technology Co. Ltd (CATL).  As the world's undisputed king of lithium ion battery manufacturing, CATL serves as the l

$Alphabet(GOOG)$   Simple, nobody knows. whoever tells you they know, are foolish. nonethless, if you run back to the scenario of msft back when it was dropping everyday, 14 consecutive red candles. Why? Capex worries. And when MSFT announce their ER on the 2nd time, what happened? it went from 320 levels to 450 level. Msft is at 500-ish now.  These are the companies that can scale in this AI narrative. MSFT, AMZN, GOOG, now meta and very likely, TSLA. Hence, it is a good opportunity to accumulate. Also, midterm elections will affect stock prices for sure. I mean it in a good way. Correction is needed in order to sustain this bull market. 

🌟🌟🌟 Let's be honest: looking at recent performance, the Hong Kong market requires a strong stomach and a large box of tissues.  The Hang Seng Index has felt less like a sophisticated financial hub and more like a malfunctioning elevator.  Between macroeconomic jitters and international investors sitting on their hands, Hong Kong equities have taken a huge structural beating. But as any veteran investor will tell you, a depressed market is exactly where generational wealth is built.  When everyone else is panicking, the bargain bins open up. Welcome to Investing 101: The SDR Series Part 2.  Today's spotlight is on the high octane, deeply discounted world of Hong Kong SDRs. Thanks to Singapore Depository Receipts (SDRs), you can load up on Hong Kong's most resilient mega

A stock falls 15%. Is it now a bargain, or is the market warning you about something? When markets turn volatile, investors often hear the same advice: buy the dip. The logic sounds simple. If you liked a company at a higher price, shouldn’t you like it even more after a decline? Not necessarily. A falling share price can create an opportunity, but it can also reflect weaker earnings expectations, expensive valuations or risks that investors previously underestimated. Rather than trying to guess the market bottom, I think it helps to separate a temporary price decline from a deterioration in the underlying business. 🔍 1. Has the Investment Case Changed? Before buying a stock after a sharp decline, I would revisit why the market valued it highly in the first place. Consider three examples.

The market has finally given investors something we have not had much of this year: Better prices. But a stock falling 10% does not automatically make it 10% more attractive. My rule for this dip is simple: Buy companies where the price has deteriorated faster than the business. Right now, my shopping list is MU, NVDA, META, CRCL and QQQ, but at very different levels. 🥇 MU: MY HIGHEST-CONVICTION DIP BUY Micron has been hit by the combination of memory-cycle fears, CXMT concerns and the broader technology selloff. But the question is whether HBM demand and earnings power have deteriorated as quickly as the share price. I do not think they have. 🚦 My levels 🟡 $860-$890: Starter position 🟢 $800-$840: Preferred Pick 🟢 $740-$790: Strong Pick 🔴 Below $740: Reassess the thesis If MU reaches $800-

My Take: Staying Calm and Finding Opportunities During the Latest Market Pullback. The latest market pullback reminds me of one important lesson in investing: the market does not always move in the direction we expect, and sometimes patience is more valuable than trying to predict every move. When I see stock prices falling, my first instinct is not to panic-sell everything. Instead, I take a step back and review my portfolio. Is the decline caused by short-term market sentiment, concerns about interest rates, or a genuine deterioration in the company's business fundamentals? Understanding the reason behind the drop helps me make more rational decisions rather than reacting emotionally to red numbers on my screen. One stock I would keep on my watchlist is NVIDIA (NVDA). I believe AI and s

When the market falls, I choose to be greedy in the sense of seeing opportunity rather than giving in to fear. A market drop often means quality stocks are available at discounted prices, and this is when long-term investors can accumulate good positions. While fear may push others to sell, maintaining a clear strategy and a calm mindset allows me to act with confidence and patience. In short, a falling market is a reminder to stay rational, stick to my investment plan, and take advantage of the opportunities that volatility creates.

im waiting for more information and fed move. volatility is still around the corner and too early to make any move right now. Best to take a look and readjust my portfolio and expectation ahead. year end is a good time to reflect aloud strategy and goal. stay focus and not following market flow all the way.

$XIAOMI-W(01810)$  and $TENCENT(00700)$  [Miser]  [Miser]  [Miser]  

But micron gng

🌟🌟🌟Watching your Singapore Real Estate Investment Trusts (SReits) drop can feel like watching someone putting condensed milk into your pristine Kopi-O. It is painful, slightly tragic and makes you want to question your investment thesis. But let's pause and look at the bigger picture.  When prices drop, dividend yields go up.  Think of it as a nationwide warehouse sale on Singapore's prime real estate.  You are not just buying random numbers on a screen.  You are essentially buying a brick on ION Orchard, a pane of glass in a high tech data centre, or a square metre of a bustling heartland mall.  The tenants are still paying rent, Singaporeans are still shopping in aircon malls, and by law, these SReits must pay out at least 90% of their taxable income to you. Inve