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


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