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Post-election first test flight: How to position for 'Elon Musk' concept stocks?
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$SIA (C6L.SG)$ : Moving forward, US trade deficit may improv...

$SIA (C6L.SG)$ : Moving forward, US trade deficit may improve under Trump's administration, perhaps with the help of Elon Musk. This plan may further elevate Dow to new high and, eventually, STI and SIA. Hopefully,  the fear of financial meltdowns will disappear. I can be wrong, but hopefully, I am correct in my analysis.
On the other hand, there may be too much liquidity on some blue chip shares like Singtel and SIA. Suggest that they tighten liquidity through shares buy back program or reinvest into their own company as ROE.
Looks like an oversupply of shares to the extent that the market couldn't absorb.
So that dividends earned would be paid back to its own company, just like what DBS did. So that dividends can be further increased without losing unnecessary dividends to outsiders.
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