ICT over and DBS touched $60

Stoks

STI 4905.13

• Another green week for STI as funds continue to flow in due to the safe haven perception.
• D05 started the week with a small pullback and then started an out of nowhere pump for 3 days.
• Stock touched $60 for the first time but was immediately sold down from there.
• Based on lines, if pullbacks continue, 58 should be the support till earnings on next Mon which will make or break the stock.
• NIM will trend lower as expected unless somehow wealth management can offset and ROE can remain above 16%.
• Hope to see total net income increase else we may see another UOB drop from last Nov.
• Nonetheless, ammo is still present to buy dips assuming things look good.
• SORA is already low af, they would have done hedges against it.
• Ex-div for 3416, DRIP back into the fund and bought 2K more shares when it dropped together with HSCEI.
• Cash still more than enough to buy any dips else just earn from the peanut MMFs.
• Bought back IBIT at a loss before it went further down, would have been assigned if I held it to Fri.
• Ag and Au took a massive dump on Fri after a new Fed unrelated to Trump was selected, reason being independence from influence.

SG P/L 722094.63

HK P/L 93794.40

Up-ed approx 13K 

1.2658 USD FX, went to as low as 1.254 mid week.

+3K 3416

Life

• Officially done with 6th cycle of ICT, went back on Sun just for ETES prep but turns out was meh and over-hyped.
• Looks like they didn't get the A grade for results but highlight was going back to 35 for LIONSCOPE.
• Cohesion was at Safra CCK, hope to never go back there again.
• Got $100 LifeSg thanks to IC nomination but ya was expected since I didn't get it last year.
• PLB saga was the bomb but things will be forgotten sooner or later and they will be back.
• Sista still firm on decision and biggest takeaway was loyalty can be thrown out of the window vs a man who has nothing to his name. 
• End of day, still have to be realistic in SG. Her life, her choice.
• Back to normal lifestyle till 19th Aug for 7th ICT and gotta standby for IPPT this July and Aug.
• 2.5 more weeks to CNY ...pkl

Another green week but not for DBS

Stoks

STI 4891.45

• After last Fri closing, DBS was quite an underperformer this week. Down 0.8% this week.
• STI got pulled up from other components, mainly 2 other banks which had an extremely strong week. Either BBs are pumping or banks themselves are doing SBB
• Both UOB and OCBC went up 5% and 3%+ just on Fri alone, total 7.5% and 4.2% since last week.
• CDL, HKL, CLI, IFAST, KEP all touched all time highs as the bull continues locally.
• Main winner was still precious metals as Gold and Silver keeps breaking new highs.
• Gold will probably hit 5000 by Mon and Silver already hit 103.
• Used part of IBIT premiums to get 1oz of SLV, may switch to SLV options in the short term.
• No buying opportunities as of now so just earning some peanuts from MMFs.
• Feel like looking into FCT for new position.
• Ex-div for 3416 next week, will DRIP back on that day.

SG P/L 707591.13

HK P/L 100637.18

Down-ed approx 14K from DBS laohong

1.2686 USD FX, going to become toilet paper.

Added SLV from fomo

Life

• 1st week of unit ICT done, nothing special just that had to do mask training for dk wtf purpose.
• Did route march and somehow they allowed HQ to skip only to find out Fri's late bookout was expected.
• Down with flu from one of the juniors, hope to feel better on Mon.
• Booking back in on Sun for Mon's ETES, long day but should be generally safe, fingers crossed.
• After Mon will be a chill week till Wed, cohesion at Safra CCK and that's it.
• Picked MW from 416 to Olive, really feels like no hope for A anymore.
• CNY is less than 1 month but will be a different year this round...pkl

STI bobehzao

Stoks

STI 4849.10

• After a slight pullback from highs of 4744, STI started the week strong due to last Fri's US rally.
• The week continued higher and officially broke 4800 in just 5 days of trading.
• Can't understand why local markets are pumping so fiercely, first it was property stocks like CDL, UOL and HKL.
• Now STE and IFAST became the recently 2 pumpers.
• Banks were slower but generally still on a uptrend, this I can't complain but for DBS, 50 level seems further and further away.
• How to DCA like that? 5.9K per lot as of last closing.
• No much movement from 3416 so just waiting for payouts in month end.
• As usual, sold LINK at the bottom and now it has rallied almost 3% since then, sadded.
• Went back to selling IBIT options since BTC seems to have officially bottomed around 84K which is approx 48 for IBIT price.
• Just doing based on what I have in the USD MMF. Started new position in SGD MMF.
• Nothing much to buy so just holding till any pullbacks come.

SG P/L forgot to update

HK P/L forgot to update

Up-ed approx 40K from unusual STI pump

1.2845 USD FX

Life

• Started ICT on thurs, usual insomnia on Wed but still managed to pull through till end of refresher course.
• Going back to unit on Mon and then chilling all the way till then.
• Good to have cat for transport there, ngl. Had news that another ICT in Aug will be held so twice this year.
• Future cycles will be held in Aug instead of Jan.
• Sista coming back on Sun and then leaving on Tues again.
• CNY in 1 month's time, dk what's her plan during that period...pkl

First trading week, Trump kidnaps Venezuelan president but markets were unaffected

Stoks

STI 4744.66

• News of Trump doing stupid things over the last weekend wasn't as bad as expected.
• Market opened quite flattish on Mon for local markets but oil and defense companies in the US went up as it could mean big business for them if they can enter the markets over there.
• Semi-con and storage continued to pump higher, craze and fomo is real af but no exposure to them so yap.
• Land developers in SGX have been having a good time as well. CLI, CDL, UOL and HKL macham everyday up since the past few weeks.
• DBS did a 2 day pump for no reason on Tues, upping more than 2% and 0.7% the next day to reach aths of 58.8. Scary ngl.
• It then did a 1.8% sell off on Thurs as expected and OCBC followed on Fri as BBs finished PnD.
• Decided to sell all of LINK to rotate into 3416, abit hasty as HSCEI fell the next day.
• Took a 10K L for LINK. Bad choice to go into LINK tbh, a CC income fund would have be better assuming NAV doesn't decay too much.
• Current payout per month is at 0.14c but for better short term expectations, took a haircut to 0.12c.
• Estimated to receive approx 1.6K SGD but will DRIP back with some top up if necessary.
• May put some SGD to earn kacang puteh interest from MMF since I doubt will see any short term buying opps for DBS.

SG P/L 679902.63

HK P/L 92717.18

Up-ed approx 26K from random DBS pump

1.2829 USD FX

Yolo 2 holdings for now

Life

• Adhoc visit to GM house despite original meeting over at Olive, last minute meetup for recovery speech but didn't expect much to help.
• Sista is quite firm on her decision currently but honestly hoping time will heal some wounds.
• Good thing that she's currently overseas till 22nd so some alone time may help assuming no influence from 3rd parties.
• Will be able to use her car for that period before she comes back which happens that I may need to bring ILBV to camp.
• Another sian news that 1 more ICT will be conducted on Aug this year as well and future ICTs may be on Aug instead of Jan.
• Decided to cut hair instead of waiting till next week cause really tblth...pkl

First fri of the new year

Stoks

STI 4656.12

• First trading day of 2026, STI had a strong start but slowly dropped down towards end of day.
• Reits and banks also did a u-turn after morning session.
• DBS lost most of it's gains but still ended positive.
• HK side was a strong rally after XJP decided to pump the markets, esp for tech side.
• Strong green days are bad for 3416, LINK only got <1/2 of the HSI gains but still went back above 35.
• Still waiting for the divs since 31st Dec, looks like their processing time is slow af.
• Based on ex-div update, could see another 2 weeks before div gets credited in.
• Meanwhile will just cont to buy 3416 every month, thinking to add on some HK stocks but most seem to have run up.
• Brief look at US, semicons continue to get pumped while liquidity from Mag6 started to get drained away for now.
• If US continues the bull rull, local markets technically should follow.
• At this moment, can't seem to buy anything except for LINK so just gotta wait.
• Cash pile still the same at 5%.

SG P/L 648258.63

HK P/L 118868.12

Up-ed approx 5K from DBS and LINK.

1.2815 USD FX

Life

• Ended 2025 with sec school frens at Orchard followed by K at usual house.
• Next year will be a different location and just nice to be at 10KKJ.
• Knew of some big shit from sista regarding BIL, such wow to know that situation.
• Hoping to see all resolved over time since amount isn't that big but more of the emotion involved.
• Anyway it's not in my capacity to tell what to do so can just advise accordingly.
• Starting to train more for cardio since the ball has started rolling, 7 more mths to clear current cycle and then doing for 2027.
• ICT in less than 2weeks time, looking forward to resort feeling again...pkl