Saturday, 31 January 2026

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

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