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Publicaciones del Canal
GOOGL earnings was just released
Everything is outstanding, except ...
Free cash flow -$5.9b.
Why negative?
AI spending.
Stay in the know:
https://t.me/WealthEnjoy
| 2 | SG Banks grew as much as +186% since my Webinar with Syfe in Apr 2023.
Total return since Apr 2023:
* DBS +186%
* OCBC +164%
* UOB +81%
Compared to:
* STI +91%
* S-REIT Leaders ETF +2%
Did you catch the SG Banks' boat?
Want to learn how to not miss the boat?
Learn step-by-step from this 1-hr Webinar recording:
https://youtu.be/qV5CIPO1e-4
Share this with friends interested in getting regular dividend income from SG Banks:
https://t.me/WealthEnjoy | 342 |
| 3 | A peek into Temasek's AI portfolio and overall performance
* Looking to grow AI allocation from 6% to 15%.
https://www.channelnewsasia.com/singapore/temasek-review-portfolio-performance-mideast-conflict-6238041
https://youtu.be/sH-nqr4T4VY
Stay in the know:
https://t.me/WealthEnjoy | 326 |
| 4 | Hi friends! WealthEnjoy is a media partner for this in-person event:
* Free for OTCS members/ex-members
* Free for Public/Non-members too! (So invite your friends!)
Join us for a simple dinner, fellowship, OTCS AGM 2026, and immediately followed by a special workshop on Automated Trading using MT5 by Mr Chen Yurui from Phillip Nova.
Please see details and register at:
https://onlinetradersclub.org/2026-07-15-wed-otcs-agm-2026-cum-workshop/
We look forward to your attendance and support.
Thank you!
Stay in the know:
https://t.me/WealthEnjoy | 419 |
| 5 | 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 | 330 |
| 6 | 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
Stay in the know:
https://t.me/WealthEnjoy | 349 |
| 7 | Sin texto... | 383 |
| 8 | 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 | 407 |
| 9 | 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 | 381 |
| 10 | 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 | 441 |
| 11 | Negotiations progressing well. Or maybe not.
It's hard to tell.
https://www.channelnewsasia.com/world/iran-us-war-negotiations-strait-hormuz-trump-6097486
Stay in the know:
https://t.me/WealthEnjoy | 383 |
| 12 | 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 | 343 |
| 13 | 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
Stay in the know:
https://t.me/WealthEnjoy | 269 |
| 14 | 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.
Stay in the know:
https://t.me/WealthEnjoy | 276 |
