Singapore Stock Exchange - Equity Investments

Discussion forum on Singapore stocks and current affairs.

Monday, December 29, 2025

Yangzijiang Shipping - Stock calls

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Date Analyst Company Last Target Call Valuation 12/03/24 DBS Vickers Yangzijiang Shipping 2.43 2.88 Buy 12/03/24 Lim & Tan Yang...

Yangzijiang Maritime - Stock calls

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Date Analyst Company Last Target Call Valuation 11/21/25 DBS Vickers Yangzijiang Maritime 0.695 0.85 Buy PB1.4x

Stock calls for 29 December 2025

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Date Analyst Company Last Target Call Valuation 12/29/25 Amfrasers Centurion 1.34 1.8 Outperform DCF

Chinese citizens bashed PM Wong over Sino-Japan spat. - Part 11

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PM Wong continued to infuriate and antagonize China! We need to hang on for a rough ride under PM Wong's leadership because he will keep...
Sunday, December 28, 2025

Baltic dry index - 1877

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  Related stock: Seatrium, Cosco & Pan Ocean.

US rig count (weekly) - 545

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Related stock: Seatrium & Cosco.
Friday, December 26, 2025

Yangzijiang Financial - Stock calls

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Date Analyst Company Last Target Call Valuation 12/27/24 Lim & Tan Yangzijiang Financial 0.4 0 Buy 04/01/25 CIMB Yangzijiang Fi...

XMH - Stock calls

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Date Analyst Company Last Target Call Valuation 12/13/24 Lim & Tan XMH 0.365 0 Accumulate 12/16/25 Lim & Tan XMH 0.153 0 Accum...

Winking - Stock calls

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Date Analyst Company Last Target Call Valuation 11/25/25 Amfrasers Winking 0.255 0.31 Outperform DCF

Stock calls for 26 December 2025

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Date Analyst Company Last Target Call Valuation 12/26/25 Lim & Tan Frasers Centrepoint Trust 2.31 2.6 Accumulate on weakness ...

The quarterly core PCE inflation is rearing its head again.

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The US government is struggling to bring down its inflation to the Fed's target of 2%.

The latest US GDP figure is severely skewed by the government shutdown.

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Let's break down the GDP numbers to see what had happened. GDP growth = G + I + C + NE Q2 GDP (Final estimate) = (-0.01) + (-2.66) + 1.6...
Thursday, December 25, 2025

Wing Tai - Stock calls

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  Date Analyst Company Last Target Call Valuation ...

Wilmar - Stock calls

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  Date Analyst Company Last Target Call Valuation ...

Wee Hur - Stock calls

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Date Analyst Company Last Target Call Valuation ...
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Singapore Macro Strategist

Eric Ho
A pundit of the third realm, a sapient, unflappable and nonpareil homosapien, with monumental fortitude and tremendous tenacity, one who has been through the vicissitudes of life, and has mastered great dexterity and virtuosity to discern between verisimilitude and actual reality.
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