Saturday, 26 July 2025

Very unusual rally

Stoks

STI  4261.06

HSI 25388.35

Nasdaq 21108.32

  • As per title, very unusual continuous rally for local markets, wondering which BB is the one behind this STI rally?
  • DBS continues to move upwards, more than 4% for the past 5 days while the other 2 lags behind.
  • STE and other blue chips are also feeling the gains from the fund inflow.
  • 1% for the US markets, some meme stocks are running up like no tomorrow.
  • 2% for the HK markets, waiting for some pullbacks from 2318 and 0883.
  • GOOG beat earnings with a greater than expected result while TSLA surprisingly missed and crashed more than 9% on Thurs.
  • But news of robotaxi made some recovery pumps for the stock on Fri, managed to earn some small cash on the 5 shares bought at 303.
  • Bought some IBIT and continued with the CSPs till assigned.
  • Removed ASML from position, will proceed with caution for any purchase now.
  • CFA dividend will be coming next week, hopefully on Fri.
  • Sidenote received TBL Aviva payout of 7874, next will be in Mar.

US P/L 277019.73

SG P/L 417555.36

HK P/L 180333.07

Up-ed approx 57K for the week due to DBS pump, likely to see this dump soon








1.2775 USD FX

















-ASML









Life
  • Last week of the month, time for the monthly PF update on Sheets.
  • Went to try ISTEAKS for the first time, have not spent so much on a meal before.
  • Ribeye was ok, may try grass fed next time and different cut of meat.
  • Grain fed gets cloying after a while, onion soup was salty af.
  • Officially, countdown for the inevitable.
  • Meanwhile, started to have some interest for the 16622 yachtmaster, damn
  • My birdday next week, one more lolex?...pkl


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