Friday, 27 February 2026

Finally some pullbacks

Stoks

STI 4995.07

  • Other banks did not perform well as expected with both dropping in net income YoY.
  • OCBC decided to follow DBS with capital returns via special div and increase of 41c to 42c for next payment.
  • UOB had weak results due to Q3 provisions and ended up selling off again but still up >STI for the year.
  • DBS has been a sad performer after Q4 results, waiting for their AGM next month end.
  • Non-banks have been performing well this year as money continues to flow there.
  • Started new position into Propnex after they got sold down yesterday.
  • CDG and SS posted good results yesterday and should see some pump next week.
  • Traded LINK and it did taunt me by going up and over my cost basis, I deserve to sell low big high.
  • Sold other reits and went back into US market via GOOG and NVDA.
  • Started back selling back puts with remaining capital of 190K.
  • Trying to build some cashflow from CSPs now.
  • Just saw some updates that Israel together with US attacked Iran so should see some reds next week.
  • BTC has started the ball rolling by falling under 63k for now.
  • Sold 1 NVDA put at 160, still a decent entry if things turn sour.
  • DBS to fall most likely as well but not in a rush to buy, main thing is for cashflow.

US P/L 277424.83

SG P/L 665902.56

HK P/L 76978.65

Down-ed approx 22K as DBS LH again, should see more sai next week








1.2606 USD FX

















Life
  • Had some interaction at 416, ended up with some info that wasn't too nice to know.
  • MW won't be going there anytime soon since Sista has sent the official notice.
  • So it will be 123 for here and then 4567 at olive.
  • Went for sec school meetup at East coast, was surprised at there but all turned out fine.
  • Decided to go to Northshore and donated $61 to them.
  • Broke my no gambling rule but nah not gonna pour cold water.
  • Last day of the month, really fast game and 2 months have past.
  • Haven't booked my solo JP trip, jin sian no feels for now...pkl


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