sg semiconductor - The Fat Investor

Tag: sg semiconductor

6 Posts

Financial dashboard on a tablet displaying 23.0% portfolio YTD return alongside visual graphics for SG bank pullbacks, S-REIT ETF reduction, and The Fat Investor Branding.

OCBC, AEM, Amova-STC AREIT, ANET, DBS, Portfolio Performance, SHOP, UMS

Stock Nuggets: SG Banks Stumble. S-REIT ETF Reduction. Portfolio Resilience

October 10, 2026 — 0 Comments

Micro-Mechanics

Micro-Mechanics 4Q Profit Up 66%! More to Come?

August 28, 2026

AEM & UMS: Any Upside Left After Explosive 1H 2026?

August 24, 2026

Featured image graphic titled "SG SEMICON PLUNGED 30%: WHY I'M NOT SELLING AEM, UMS & MICRO-MECHANICS." Includes company logos for AEM Holdings (SGX: AWX), UMS Integration (SGX: 558), and Micro-Mechanics (SGX: 5DD), alongside a financial stock chart showing a market pullback transitioning into long-term growth labeled "Thesis-Led Conviction."

AEM, Market Crash, Micro-Mechanics, UMS

SG Semicon Plunged 30%: Why I’m NOT Selling AEM, UMS & Micro-Mechanics

Infographic for June 2026 Portfolio Update by The Fat Investor, split into three strategic blocks: "Reduced US" showing a drop to 24%, "Revealed SG" showing a pie chart of top Singapore holdings like iFAST, Venture, and AEM under a spotlight, and "Recycled Capital" showing a flow diagram of funds moving from divested/trimmed stocks into Food Empire, UMS, and S-REITs.

Portfolio Allocation, AEM, Amova-STC AREIT, ANET, DBS, Food Empire, Frasers Centrepoint Trust, Micro-Mechanics, OCBC, Parkway Life REIT, Portfolio Review, UMS

June 2026 Portfolio: Reduced US. Revealed SG. Recycled Capital

AEM, Multibagger

AEM 1Q 2026: 7 Quick Takeaways from CEO Opening Remarks (via NextInsight)