Saturday, 29 March 2025

Gupta retired, TSS officially took over.

 Stoks

  • Tough week for the US markets, dropped about 2.5% for the past week as the official tariffs take place next week.
  • PCE rose more than expected, together with long term inflation expectations from consumer sentiment. Higher for longer we come.
  • Bought more into SCHG but dip keeps dipping. Hope to see some rebound since first support at 25.22 has been broken.
  • Next price will most likely be the 24 level and then 21.75. USD bullets are getting lesser and fx is getting more expensive as well.
  • Different for the STI where it tried to break the 4000 resistance but ultimately failed to due to big selling presures.
  • DBS touched aths but only to close red, nevertheless still above the 20ma and 50ma. Just need prices to stay above 200ma. Doesn't matter if 20 goes below 50.
  • OCBC has a lousier chart for now but all is good given similar patterns to DBS.
  • China banks had some down days this time, planning to go in for next entry at 5.20 ICBC, 4.30 BOC and 6.27 CCB.
  • Leaving Link reit as it is until it falls below my basis of 32.8.

US P/L 270003.63

SG P/L 323403.46

HK P/L 177238.38

Up-ed approx 29K from banks




1.3367 USD FX 


40037.91 SGD MMF









+ SCHG





Life
  • Went for DBS AGM at MBS, first time there and will probably go there every year for the free $20 voucher. 
  • Would have registered TBL account to take another set of voucher.
  • Redeemed at 18 chefs, food was acceptable since free food best food.
  • Takeaways at the AGM was fingers crossed TSS will perform as expected, no need to be fantastic, just maintain status quo of dividends wo too much compromise.
  • Met some LKKs and saw alot of other shareholders.
  • Long weekend for this week, nothing much since it's always holidays for me...pkl

No comments:

Post a Comment

Israel attack Iran

 Biggest news of the week, Israel shot missiles to Iran and both starting fighting. Markets were affected only a little, it wasn't much ...