AEM, AGM, UMS

Semiconductor Strategies: Key Takeaways from AEM and UMS 2025 AGMs

April 24, 2025 — 0 Comments

AEM, HRnetGroup, iFAST, OCBC, Parkway Life REIT, UMS, UOB, Venture

Weekend Musings: Tariffs. Long-term? AGMs!

April 12, 2025 — 0 Comments

AAPL, Amova-STC AREIT, ANET, DBS, GOOG, LULU, Mapletree Logistics Trust, OCBC, Parkway Life REIT, performance, portfolio, review, TTD, UMS, UOB, VEEV

2025 Q1 Portfolio Review: The Ghost of 2022 Bear Lingers

April 1, 2025 — 0 Comments

action, AEM, ELF, Frasers Centrepoint Trust, GOOG, HRnetGroup, iFAST, Mapletree Industrial Trust, Mapletree Logistics Trust, Mapletree Pan Asia Commercial Trust, Micro-Mechanics, NCNO, NVCR, OCBC, The Hour Glass, TSCO, TTD, ULTA, UMS

My Stock Picks in 1Q 2025: Income, Growth, and a Few Surprises

March 7, 2025 — 0 Comments

UMS

UMS Integration: Poised for a Stronger FY 2025 Performance

March 3, 2025 — 0 Comments

AEM, DBS, dividend, Frasers Centrepoint Trust, HRnetGroup, iFAST, Mapletree Industrial Trust, Mapletree Logistics Trust, Mapletree Pan Asia Commercial Trust, Micro-Mechanics, OCBC, Parkway Life REIT, portfolio, The Hour Glass, UMS, UOB, Venture

2025 Investment Outlook Part I: Singapore Portfolio

January 1, 2025 — 0 Comments