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The Trading Floor
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pasttime
Elite |
13-Jan-2025 12:48
Yells: "peace, love, joy be upon you" |
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x 0
x 0 Alert Admin |
Trump pro business. Wants to fix USA budget problem. Increased import tax. Believe he also wants zero interest rate. All the recent good non farm payroll etc may be seasonal. Also interest rate is a blunt tool to fix inflation. Believe thf current fed eagle stand is preparing for trump. 2 cuts eventually will relax to more to give way to trump. Only time can tell if my guess is correct. | ||||
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wavehunter
Supreme |
13-Jan-2025 12:03
Yells: "Trade what you see, not what you hope to see." |
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x 0
x 0 Alert Admin |
Vasu Menon, a fund manager and investment strategist with OCBC Bank and a regular contributor at Channel NewsAsia said this morning that he thinks the US 10-Yr Treasury is on its way towards 5% in the next 12 months. He added that 5% is an important milestone. He said the market can take it if it is below 5%. But at 5% or higher, it will result in more volatility in the stock market. We have seen in the last 12 months how REITs have an inverse co-relation with the US 10-Yr Treasury yield. When the 10-Yr Treasury yield goes up, REITs come under selling pressure. So those of us who are pinned down in our foxholes by relentless enemy machine gun fire, brace for more impact. 
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wavehunter
Supreme |
10-Jan-2025 11:33
Yells: "Trade what you see, not what you hope to see." |
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x 0
x 0 Alert Admin |
I just heard on CNA that people are selling stocks becoz the US 10-Yr Treasury Bond is at 4.685% yield. There is a direct and immediate inverse co-relation between REITs and US 10-Yr Treasury Bond. When we see the yield of this Bond reversing and falling steadily in one consistent direction, that is your signal to move your excess capital into REITs and let the market do the rest. Until then, its LOON mode for me. |
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ssw518
Elite |
08-Jan-2025 08:05
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x 0
x 0 Alert Admin |
Basically fund moving out of Asia to US and short retailer took the battle strongly. A lot of functimental and div stock took a big hit, where some non paying div stock are in play, with news and analysis upgrade, such market got to be careful especially when BB start to do rotating to profit / bleed retail traders, for the time be very careful and factor in T+3 to T+5. For next 2 days, pls don' t chase Axx, due to analyst target very near, T+3, with 3 days high volume, if reverse, might be very sharp as 2 other analyast target negative zone from the time it starts to move up. Lastly, 6% drop yesterday for the top leader in that industry yesterday. Just my view. |
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wavehunter
Supreme |
07-Jan-2025 10:13
Yells: "Trade what you see, not what you hope to see." |
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x 0
x 0 Alert Admin |
Nin Now Hia REITs all gostan and lau hong. SIAN. Back to LOON mode. Bun Bun Tan and Tan Ku Ku meantime. " Tan Ku the wu" quote unquote Low Thia Khiang when he said that in Parliament with regard to upgrading works in the constituency of Hougang. But the voters there are resilient and defiant. The more the government withhold upgrading works in Hougang, the more they will vote for the WP. Same same for Potong Pasir when Chiam See Tong was the MP. The voters in these two constituencies die die supported the Opposition in spite of carrots dangled in front of them if they switch sides. Mr Seetoh, the current MP for Potong Pasir from the ruling party faced defeat after defeat at the polls against Chiam See Tong. Mr Seetoh had promised a swimming pool and other amenities to the people of Potong Pasir but they threw cold water at him. Threats didnt work. Carrots also didnt work. The ruling party also boh yee eh pian. Only when Chiam See Tong stepped down and his wife stood in his place that Mr Seetoh tasted electoral victory for the very first time. I remember there was one time when he was interviewed by the press on what he thinks the election outcome will be in his ward (he was contesting against Chiam See Tong back then), he said to the reporter - " I dare not think" . To him, just do his best to serve the people and whatever will be will be. I believe he said he dared not think because he was merely being pragmatic to manage his expectations so as not to be disappointed. And so from now till dunno when, in every GE, the ruling party has to form two " suicide squads" to contest in Aljunied GRC and Sengkang GRC. Every new candidate who joins the ruling party will not be at ease until the official announcement is made that they will be standing for elections in a non-Opposition constituency. |
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ssw518
Elite |
04-Jan-2025 06:54
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x 0
x 0 Alert Admin |
Looks like 1Q2025 will still be good for shipping. Container freight rates on the increase as year starts
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ssw518
Elite |
04-Jan-2025 06:50
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x 0
x 0 Alert Admin |
Like I said, shipping is doing good for 2024. 20 month bonus for Evergreen employee again Hope my Samudera can perform well and give decent div for coming FY2024 result. Already kept 4 sgd cents eps during 1H24, not sure how much div it will provide, but i am looking at 3-5 cents since 3Q business updates looks promising. Yesterday volume surge to 2kk plus from usual 300-600k shares, closing at 0.840. 2 news ahead, CNY lift of frieght and potential US port strike on 15 Jan. Another news covers fleet capacity for container by market watchers. Not asking to buy but can put it in your watchlist for FIFO when BB start to play shipping counter. Cosco / Singapore Shipping / Semudera No short-term overcapacity for container lines Taiwan shipping company Evergreen Marine hands out 20 months' year-end bonus to staff - Mothership.SG - News from Singapore, Asia and around the world
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Sg_KoalaDreaming
Master |
03-Jan-2025 22:16
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x 0
x 0 Alert Admin |
welcome home Bro Plutus
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wavehunter
Supreme |
03-Jan-2025 11:14
Yells: "Trade what you see, not what you hope to see." |
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x 0
x 0 Alert Admin |
Same same to you bro and thank you for remembering your old friends here. May 2025 be a better HUAT year for all of us yes. . 
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plutus
Member |
03-Jan-2025 11:10
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x 0
x 0 Alert Admin |
Here is Wishing everyone here a very Happy and prosperous New Year, a bit late but better than never. REITS can see some green shoots liao. Hope everyone continues to Huat Huat |
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halleluyah
Supreme |
03-Jan-2025 09:53
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x 0
x 0 Alert Admin |
yeah cannot luan luan chase...hope yr lovely one gt hoot some ard 2.5x....i top up my medisave last mth n ah lau entitiled fr tax relief as im nt working...
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wavehunter
Supreme |
03-Jan-2025 09:46
Yells: "Trade what you see, not what you hope to see." |
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x 0
x 0 Alert Admin |
Ofcoz got risk lah. But also got rewards which FD can never give. FD offers guaranteed capital preservation but zero chance of capital gain. REITs cannot offer capital preservation but if you get in at a good price and have holding power, chances of capital appreciation are very good. Like now for Ascendas and the better REITs. Plus this month is likely to see REITs trading higher in the run-up towards reporting season where 7 cts dividend is expected. In fact, if you get in at the right price, dont have to hold till XD to earn the 7 cts dividend. The price appreciation alone will give you more than 7 cts. Those who bought at the recent low at 2.51 are today up by 12 cts already. Even those who bought at 2.56 are up 7 cts today ler. That' s the advantage REITs can offer which FDs cannot. Got risk then got reward, FD no risk and no reward just the FD interest only. If not risk averse can go for REITs when the price is right. If scared and no tolerance for risk then just stick to FD and sleep soundly every night. 
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wavehunter
Supreme |
03-Jan-2025 09:23
Yells: "Trade what you see, not what you hope to see." |
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x 0
x 0 Alert Admin |
 2nd day of trading to a good start for REITs. Good job. Keep going. Mai Ka Limpei lau hong har. 
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halleluyah
Supreme |
03-Jan-2025 09:13
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x 0
x 0 Alert Admin |
putting $$ in fd n reits r 2 different risk....fd is guaranteed n reits dpu might get slaughter wth principal loss...invest within yr needs...
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ssw518
Elite |
03-Jan-2025 08:11
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x 0
x 0 Alert Admin |
Nice to see SG port activities continue to grow. In fact, shipping industry did quite well for 2024 Singapore port breaks 40 million teu barrier in 2024 |
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ssw518
Elite |
03-Jan-2025 08:01
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x 0
x 0 Alert Admin |
Also note that Fixed D for Jan drop quite a lot, remember last month Bro Wave shows DBS FD 1 year at 3.15%, now it dip to 2.45% for sgd19,999. Time to the switch to reit for higher return? likely, 7 cents div for 2.60 Ascendars in Feb, with potential capital gain down the road of 2 more cut in 2025 (market prediction)? Of coz, flip side, Trump policy is a risk to take but i think both Fed and market already factor in by now. Yesterday job data comes in better as well for US. Just my view, for Ascendars, anything below 2.70 is given assuming 7 cents for coming div, a return of 2.6% in less than 2 month compared to 2.45% in 12 months FD. dyodd 10-year average return on Singapore Savings Bonds slides to 2.82% Fixed Deposit Rate - Attractive SGD FD Rate | DBS Singapore |
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wavehunter
Supreme |
02-Jan-2025 17:41
Yells: "Trade what you see, not what you hope to see." |
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x 0
x 0 Alert Admin |
1st trading day of the year these REITs all closed up..... a good sign. They have all turned and starting to firm up for reporting season ? By mid-Feb we will know. . 
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wavehunter
Supreme |
02-Jan-2025 16:33
Yells: "Trade what you see, not what you hope to see." |
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x 0
x 0 Alert Admin |
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wavehunter
Supreme |
02-Jan-2025 16:22
Yells: "Trade what you see, not what you hope to see." |
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x 0
x 0 Alert Admin |
Bought leow. iTOTO. Each ticket cost $33. If TEOK... you get one out of 28 shares of the prize money. Jackpot Prize estimated to be $8.2M. But will probably turn out to be around $10.5M based on my past observations. This is the 1st big draw for 2025. So tons of people will queue up to buy to try their luck to see if they can start the New Year on a happy note. Say your iTOTO ticket is the only winner of Group 1 prize and say it is $10.5M, you will win 1/28 of $10.5M which is $375,000. Nobody here in this thread will mind a chance to start the New Year with a bonus of $375,000. If that is you, be prepared to risk $33 for a chance to win $375,000. An iTOTO ticket will contain 12 numbers randomly picked by the computer. If 3 of the 6 winning numbers appear on your ticket, you win $33.60, ie. you get back your capital plus you win 60 cts which you can buy 3 trips to a toilet in a hawker centre to wee wee.  
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halleluyah
Supreme |
02-Jan-2025 14:03
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x 0
x 0 Alert Admin |
8.2M toto tomolo....Remember to tikam tikam.... | ||||
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