Saturday, 22 November 2025

Chance of dec cut increased, LINK jbb

Stoks

STI 4469.14

Nasdaq 22273 

  • STI broke below the 4500 mark mainly from reits which were sold down due to increased chances of no cut in dec.
  • Initially fell but rose after some Fed guy said dec cut could happen despite some voting against the last cut of the year.
  • Should see some rebound in reit on Mon.
  • LINK missed earnings, lowered dpu and overall had bad results. Said to last till 2027 before bottoming out.
  • CN did not recover as per what many thought it would have. Stock was doing well before lunch and rose more than 2% on news that it would acquire more properties in Aus.
  • Results came during lunch time and sold down to 38.8.
  • JPM just had to downgrade it the following day and the stock dumped another 7%.
  • Total of more than 15% in the last 2 days, officially down more than 10% in my position.
  • Est to be around 10K SGD. Div to be paid on dec month end.
  • Need to control rate of DCA into this stock in case things take a longer time.
  • Current CFA yield is around 5.4% based on 0.0446
  • Redeemed entire stash of USD MMF, should not have done it lol.
  • Wasting time by subscribing next week again.
  • DBS div will come on Mon, will probably allocate it to CFA to reduce exposure.

SG P/L 576900.51

HK P/L 107335.06

Down-ed approx 22K 

Mainly due to LINK







1.2994 USD FX















Life
  • Watch still no updates, email them asking for an early refund if possible.
  • Almost 40 days of waiting and that fking package just mia without any reason.
  • One of the most dulan experience.
  • Thinking to get a new honor 400 lite if refund can be processed before 12/12.
  • Will pass phone to TBL...pkl

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