With rate cuts coming, I’m planning to adjust my asset allocation to take advantage of potential benefits across different sectors.
First, I’m increasing my exposure to growth stocks, particularly in the tech sector. Lower rates typically benefit these stocks by reducing borrowing costs and boosting the present value of future earnings. I’m also looking at ETFs like VUG, SCHG, and IWY, which I believe will rally as rate cuts come into play.
Nex...
First, I’m increasing my exposure to growth stocks, particularly in the tech sector. Lower rates typically benefit these stocks by reducing borrowing costs and boosting the present value of future earnings. I’m also looking at ETFs like VUG, SCHG, and IWY, which I believe will rally as rate cuts come into play.
Nex...
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$Seatrium Ltd (5E2.SG)$
They have to do share buyback at a cheap price if not lose $$$
They have to do share buyback at a cheap price if not lose $$$
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Overall: Reports are positive, strong order book and share buyback show a strong balance sheet and management
Operational Performance:
- Delivered Brassavola LNG Bunker Vessel
- Completed 67 repairs and upgrades projects
- Secured an order book of S$25.8 billion, with deliveries extending to 2030
- Established a S$100 million Share Buyback Programme
- Completed share consolidation (20 existing shares into 1) effective May 9, 2024
Financial Highlights:
- Order wins of over S$11.4 bi...
Operational Performance:
- Delivered Brassavola LNG Bunker Vessel
- Completed 67 repairs and upgrades projects
- Secured an order book of S$25.8 billion, with deliveries extending to 2030
- Established a S$100 million Share Buyback Programme
- Completed share consolidation (20 existing shares into 1) effective May 9, 2024
Financial Highlights:
- Order wins of over S$11.4 bi...
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