Saturday, 6 December 2025

Nothing much to update

Stoks

STI 4531.36

  • Flattish week for local markets, OCBC managed to hit aths as BBs continue to buy them over DBS.
  • Added more CLR and CFA this week but in small amounts as cash portion is limited.
  • LINK continues to go down with no tailwinds, lowest was under 35 on fri this week after ex div.
  • Will likely see 34s if sell down continues next week.
  • Div amount still not reflected in PNL portion, CS said it was a choice dividend but def would pick cash over shares at this point.
  • Fed meeting next week, should see a cut as expected else markets would crash.
  • However, a cut would also mean their economy is rabz.

SG P/L 589678.20

HK P/L 93073.88

Down-ed approx 7K since LINK div not reflected









1.2914 USD FX


















Life
  • Went for first lesson of tarts, made cheese tarts and potato puffs.
  • Surprised to see previous chef in the bigger class of 21, became her partner since class was in odd numbers.
  • Last minute trip to Olive for meal with sista.
  • Such good timing with spare tarts, may go over next week again since direct bus is available.
  • Bad choice to open kitchen window, fking dogshit lvl 3 smoker...pkl











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