EQUITYOPPORTUNITY

Friday, July 04, 2025

Miraculous Streak : Kawan Renergy, bought to attend the AGM, is partially SOLD for another leg in the Miracle on US Independence Day!!! {4 Jul '25}

 


Thursday, July 03, 2025

Some medium-term Japanese targets for Jul-Dec 2025

 

              Nikon

Sakurajima Futo




Wednesday, July 02, 2025

Miraculous Streak : Gopeng Quintets & Six-Bags the Marathon further into New Month {2-3 Jul '25}

 Just a two-hundred share disposal, with half of it sold at the HIGH of the day, 10% above the previous day's close in a wafer-thin market sees Gopeng step in a 5th time, on a day recently purchased Kawan Re-Energy is fortuitously discovered to be sitting in a paper profit after quietly advancing 20% in the last 2 months! The next day, another hundred thrown out at the high price of the previous day of 72c pushes the record to 1,223 days consecutively... The highest score is thus renewed to 1,285 points!!!

Tuesday, July 01, 2025

Singapore Post May be in a Short-term Uptrend to 70 cents until the 29th July last cum-dividend day, within a Long-term Upmove Potential on Asset Divestment Expectations

 

SingPost's balance sheet has morphed over the past two decades:debt has increased a net 16% while cash has more than quadrupled of late compared to 2005

Due mainly to its divestment of an Australian logistics arm, the company has recently turned +ve net-net [ by S$126.739 vs (S$953.925) the previous financial year] accompanied by a reversal from net debt of S$350.39 mil to net cash of S$346.86 mil for perhaps the first time ever & this may foreshadow more dividend payouts beyond the 9 cents special dividend upcoming in less than a month's time, which is likely to propel the price up to a possible 70 cents driven by cash-rich household dividend seekers.

State sovereign fund Temasek used to hold just under 31% via Singtel shortly after its 2005 IPO but now holds a whisker over 22% after appearing to be re-increasing its stake via a 200,000 share purchase in June, while Chinese e-commerce giant Alibaba went the other direction & trimmed its stake from 14.56% to 11.34% at a loss of about S$350 million from its entries of S$1.42 & S$1.74 in 2014 & 2017 respectively, down to its disposal price of 46 cents in June '24. 

If further divestments are made by the company, especially of its huge SingPost Centre landmark with a market value of almost 49 cents per share, the next technical resistance band of 88 - 93 cents could be easily attained, followed by 99.5c!

Risk factors include its low single-digit operating margin & lack of an imminent turnaround in its core postal delivery & logistics businesses.

Miraculous Streak : Koh Brothers scores a FIRST to open a brand new month of July !!! {1 Jul '25}

 


A most improbable 2 foreign [πŸ‡ΈπŸ‡¬] scorers in a row from the same jurisdiction, with construction co. Koh Brothers debuting after a maiden punt almost 3 years prior that was down virtually the entire time until the price almost doubled within the last few months, allowing my #62 to corral another unbelievable record heading into 60 months of coming full circle in the making!!!

Monday, June 30, 2025

Miraculous Streak : Straits Trading closes out June with a 3rd Win in the last 6 years !!! {30 Jun '25}

  


The venerable 138-year-old S'porean trading firm Straits Trading scores a 2019 [#67], 2021[#39] & 2025 [#61] hat3rick while conducting the miracle to a satisfying & neat 59-full-month wrap-up after last Friday's local market break, earning 10% in dividend returns over 13 months into gestation, leaving 20% to battle it out for future gains. Fellow πŸ‡ΈπŸ‡¬ listing Koh Brothers surges into the black after disappointing since a maiden entry nearly 3 years ago !

Saturday, June 28, 2025

Miraculous Streak : #60 OSK clinches a Hat3rick before Passing the Torch to #54 Gopeng !!! {24-26 Jun '25}

 




A holiday-shortened week sees newest scorer OSK triple up to push the marathon to 1,218 days in a row before #54 Gopeng steps in to seal the penultimate trading session in June before Friday's market holiday!

Sunday, June 22, 2025

Miraculous Streak : OSK Holdings Captures the 1,216th Day in a Row !!! {23 Jun '25}