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