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إظهار المزيد923
المشتركون
لا توجد بيانات24 ساعات
-17 أيام
-1230 أيام
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TL;DR — Week Ending June 5, 2026
Key Themes
* Tech selloff snapped the S&P 500's 9-week streak (Nasdaq -4.8%, VIX 21.5). Hawkish Fed fears post-jobs report (172K) and Iran risks triggered a broad risk-off rotation.
* Semis led declines: NVDA -6.2%, TSLA -6.6%, META -5.5%.
Opportunities & Threats
* Upside: Defensives (Healthcare +0.2%), Gold ($4,365), and GOOGL (-1%) offer relative safety.
* Downside: Higher rates lift USD (100+) and yields, denting growth stocks. Oil at $90+ hurts, and June 12 CPI could spark more selling.
Bull vs. Bear Case
* Bull: Strong jobs (172K), cooling inflation (2.36%), and S&P +7.9% YTD suggest a healthy correction, not a structural crash.
* Bear: A top-heavy market, sudden VIX spike, and geopolitical friction could trigger a deeper 10–15% pullback. Small caps (RUT -3.5%) remain highly vulnerable.
Stay in the know:
https://t.me/WealthEnjoy
DBS, OCBC, UOB made new all time high today.
Are they still a buy? Or is it time to take profits?
Want to earn passive income from SG banks using Dividend Investing?
Learn exactly how from this video (1hr): https://youtu.be/qV5CIPO1e-4
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Another week, another new SPX high
Well. The trend is your friend, until it bends.
As such, the fragile bull continues, until it bends.
Isn't that exactly the same as what I wrote last week? 🤪
Stay in the know:
https://t.me/WealthEnjoy
More upside ahead for Singapore Banks?
Their combined non-interest income rose to a record S$5.16 billion from S$4.78 billion a year earlier.
Want to earn passive income from SG banks using Dividend Investing?
Learn exactly how from this video (1hr): https://youtu.be/qV5CIPO1e-4
Stay in the know:
https://t.me/WealthEnjoy
Another week, another new SPX high
Well. The trend is your friend, until it bends.
As such, the fragile bull continues, until it bends. No signs of bear yet 😬
Isn't that exactly the same as what I wrote last week? 🤪
Stay in the know:
https://t.me/WealthEnjoy
Negotiations progressing well. Or maybe not.
It's hard to tell.
https://www.channelnewsasia.com/world/iran-us-war-negotiations-strait-hormuz-trump-6097486
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https://t.me/WealthEnjoy
Another week, another new SPX new high
Well. The trend is your friend, until it bends. As such, the fragile bull continues, until it bends. No signs of bear yet 😬Isn't that exactly the same as what I wrote last week? 🤪 Stay in the know: https://t.me/WealthEnjoy
DBS 2026 Q1 Report Card
1. Performance Overview
- Net Profit: SGD 2.93b (+1% YoY, +24% QoQ).
- Revenue: SGD 5.95b, driven by record fees and steady NII.
- NIM: 1.89% (fell from 2.12% YoY, 1.93% QoQ).
- ROE: 17.0%.
2. Asset Health & Capital
- NPL Ratio: 1.0% (stable, below 1.5%).
- CET1 Ratio: 16.9% transitional; 14.8% fully phased-in.
- Allowances: SGD 190m total; SP SGD 157m, 14bp of loans.
3. Investor Returns
- Dividend Declared: 81 cents/share.
- Split: 66 cents ordinary + 15 cents capital return.
- Yield (Est): 5.7% annualised.
4. SWOT Analysis
- Strengths: Record wealth fees. Strong deposit growth.
- Weaknesses: NIM pressure. NII down 5% YoY.
- Opportunities: Wealth, transaction banking, ASEAN growth.
- Threats: Rate cuts. Geopolitical risk. Supply-chain stress.
https://www.dbs.com/investors/financials/quarterly-financials
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https://t.me/WealthEnjoy
AAPL SWOT Analysis - April 30, 2026
1. Strengths: Record $111.2B revenue with 22% EPS beat; iPhone 17 demand surged 22% YoY; Services hit $31B with 76.7% margins.
2. Weaknesses: P/E of 34x exceeds 5-year average ~27x; DCF fair value $156 implies 42% overvaluation; memory chip shortages threaten margins.
3. Opportunities: Apple Intelligence driving upgrade cycle; MacBook Neo expands market; John Ternus succession signals operational efficiency gains.
4. Threats: Rising memory costs squeeze iPhone margins; US-China tariff exposure; EU App Store regulations; smartphone market saturation.
5. Bull Case: Analyst consensus target $313.95 (+16%); Services reaching $35B+ annually; AI-driven upgrade supercycle sustains premium valuation.
6. Bear Case: Memory costs erode iPhone 17 margins; DCF $156 fair value triggers P/E contraction; leadership transition creates execution risk.
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https://t.me/WealthEnjoy
SPX at new all time high amidst heightened US-Iran uncertainty
Well. The trend is your friend, until it bends.
As such, the fragile bull continues, until it bends. No signs of bear yet 😬
Stay in the know:
https://t.me/WealthEnjoy
DISCLAIMER: Not financial advice. For general education/info only. Consult professional advisor before taking any action.
You know the car rental company, AVIS?
Down 75% in 2 days 😬
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https://t.me/WealthEnjoy
On April 18, 2026, Iran’s military again closed the Strait of Hormuz, citing the ongoing US naval blockade.
https://www.straitstimes.com/world/middle-east/iran-closes-hormuz-strait-again-over-us-blockade-with-ships-mid-transit
The fragile bull may once again be threaten 🥶
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https://t.me/WealthEnjoy
Iran has also spoken, after US market closed for the weekend.
Not quite the same as what Trump wrote earlier 😂
Navigate this fragile bull with great caution 
Remember: The trend is your friend, until it bends.
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https://t.me/WealthEnjoy
Trump has spoken, again.
3 minutes before US market open. He picked a good timing this time.
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https://t.me/WealthEnjoy
SPX V-shape recovery completed
* As highlighted previously, SPX turned bull.
* The fragile bull is moving towards traffic junction at 7000 ATH (All Time High)
The trend is your friend, until it bends.
* As such, fragile bull continues until bends.
Stay in the know:
https://t.me/WealthEnjoy
DISCLAIMER: Not financial advice. For general education/info only. Consult professional advisor before taking any action.
+1
Trump has spoken.
So tmrw, oil up, markets down? Or?
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https://t.me/WealthEnjoy
US Vice-President J.D. Vance said his team was leaving Pakistan after 21 hours of failed talks with Iran.
He said Iran rejected US terms, including a pledge not to build nuclear weapons.
https://www.straitstimes.com/world/middle-east/us-iran-talks-pause-for-now-disagreements-remain
Stay in the know:
https://t.me/WealthEnjoy
S&P500 turned bull in 1 day!
* After bouncing at the 6350 support drawn previously.
* SPX leaped above 200d and 50d SMA in ONE day.
* Closed above the down trend line
* Closed above Support/Resistance 6775 drawn previously.
IMO, this is a fragile bull.
It'll take Trump one message to drive it higher (or lower).
Navigate cautiously.
Stay in the know:
https://t.me/WealthEnjoy
DISCLAIMER: Not financial advice. For general education/info only. Consult professional advisor before taking any action.
S&P500 turned bull in 1 day!
* After bouncing at the 6350 support drawn previously.
* SPX leaped above 200d and 50d SMA in ONE day.
* Closed above the down trend line
* Closed above Support/Resistance 6775 drawn previously.
IMO, this is a fragile bull.
It'll take Trump one message to drive it higher (or lower).
Navigate cautiously.
Stay in the know:
https://t.me/WealthEnjoy
DISCLAIMER: Not financial advice. For general education/info only. Consult professional advisor before taking any action.
متاح الآن! بحث تيليغرام 2025 — أهم رؤى العام 
