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Latest Posts By sfw2124 - Senior      About sfw2124
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01-Mar-2026 09:18 Rex Intl   /   The next chapter       Go to Message
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The narrative accurately reports recent U.S.-Israel strikes on Iran, confirmed by multiple sources as " major combat operations" launched on February 28, 2026, targeting sites in Tehran and elsewhere. It correctly highlights market concerns over oil supply disruptions via the Strait of Hormuz, a key chokepoint for 31% of global seaborne crude, contrasting this with Venezuela' s limited heavy crude impact.

Event Validation



U.S. President Donald Trump announced the strikes via Truth Social, focusing on Iran' s missile sites, navy, and leadership, amid failed nuclear talks. Iranian officials confirmed hits on Tehran ministries, with explosions reported Iran vowed retaliation, including Hormuz restrictions, though full closure remains unconfirmed as of March 1. The Khamenei death claim by Trump and Netanyahu shows conflicting reports&mdash Iran denies it, calling him " commanding the field," while U.S./Israeli sources assert it based on intelligence.

Strait Significance



The description matches facts: Hormuz links key producers like Saudi Arabia (world' s top exporter), Iran, Iraq, and UAE to the Gulf of Oman/Arabian Sea, handling ~20-31% of global seaborne oil (13M+ bpd in 2025). No full closure occurred as of March 1 warnings heightened risks but vessels transited under precautions.


Experts like those at UOB Kay Hian and Natixis predict oil surges of 5-10% (from ~$73/bbl baseline), equity drops of 1-2%, stronger USD/yen/gold, and lower Treasury yields on Monday open. Recent patterns, like June 2025 strikes, saw initial sell-offs recover if Hormuz stays open prolonged conflict risks worse volatility, hitting Asia hardest.

Key Summary



Strikes risk wider war and oil shocks bigger than Venezuela due to Hormuz short campaign may limit damage, but escalation could spike energy costs and trigger risk-off trades globally. Monitor Iran' s response for confirmation on Khamenei and strait status.
 
 
 
 
 
 


trader1970      ( Date: 01-Mar-2026 00:01) Posted:

MARKETS
?Bigger ramifications than Venezuela?: Markets brace for impact after U.S. strikes Iran
PUBLISHED SAT, FEB 28 20266:08 AM ESTUPDATED AN HOUR AGO
thumbnail
Lee Ying Shan
@IN/YING-SHAN-LEE
@LEEYINGSHAN
WATCH LIVE
KEY POINTS
U.S. launches ?major combat operations? in Iran, raising fears of wider regional conflict and impact on global markets.
Market watchers see oil prices surging as Strait of Hormuz disruption fears mount.
Investors also brace for risk-off trade, dollar and gold gains, equity losses.
A plume of smoke rises following a reported explosion in Tehran on February 28, 2026. Iran said on February 28 it will "respond decisively" after Israel and the United States launched strikes on the country despite talks underway on Tehran's nuclear programme. (Photo by AFP via Getty Images)
A plume of smoke rises following a reported explosion in Tehran on February 28, 2026. (Photo by AFP via Getty Images)
- | Afp | Getty Images
Market watchers are bracing for turbulence after the U.S. confirmed it has launched ?major combat operations? in Iran, a move investors say could carry far greater market consequences than the recent run of geopolitical flare-ups.

U.S. President Donald Trump said the U.S. military has begun ?major combat operations? in Iran.


Several ministries in the southern part of the Iranian capital, Tehran, were targeted, Reuters quoted an unidentified Iranian official as saying.

Follow CNBC?s live coverage of the U.S.-Israel strikes in Iran

Markets have been unfazed and accustomed to absorbing recent geopolitical and economic shocks and headlines, including Trump?s announcement of a hike in U.S. tariffs on all imports to 15%, as well as the administration?s capture of former Venezuelan President Nicolás Maduro.

?This has definitely bigger ramifications than Venezuela,? said Florian Weidinger, CIO at Santa Lucia Asset Management.

?Venezuela was ... only really relevant for people who care about that particular heavy crude,? Weidinger told CNBC. The country?s heavy, sour crude can be challenging to extract, though it is prized by specific, complex refineries, particularly in the U.S.

?That?s why it?s a bigger risk. You would expect oil to tick up a bit more violently next week as a result of that,? he added.


Oil to shoot up, pivot to safety

Venezuela currently produces an average of 800,000 barrels of crude oil per day, well below its peak of 3.5 million barrels per day, or bpd, in the 1990s.

?Venezuela was a production story. [Iran] is a chokepoint story,? said Kenneth Goh, director of private wealth management at UOB Kay Hian in Singapore.

Located in the gulf between Oman and Iran, the strait is recognized as one of the world?s most important oil choke points. About 13 million barrels per day of crude oil transited the Strait of Hormuz in 2025, accounting for roughly 31% of global seaborne crude flows, according to data from market intelligence firm Kpler.

In June 2025, when Israel struck Iranian nuclear sites, equities sold off sharply at the open, then recovered once it became clear the strait was not disrupted.

?That is the pattern markets will reference on Monday,? Goh said, adding that there could be a flight to safety with a strengthening of the U.S. dollar, Japanese yen, and a rush into gold.

Other market watchers echoed the same. Alicia García-Herrero, chief economist for Asia-Pacific at Natixis, similarly expects a ?rough and risk-off? open on Monday, with global equities potentially down 1% to 2% or more, U.S. Treasury yields falling 5 to 10 basis points, and oil jumping 5% to 10%.

But ?no hero bets,? she said, cautioning that investors should wait for Iran?s response.

Short campaign vs. ?regime change endeavor?

That said, some money managers said that risk-off positioning has been building for weeks, potentially providing some buffer against initial volatility once trading gets underway.

Weidinger noted that some cross-asset moves have already reflected ?a little bit of a crisis environment,? citing firmer oil and stronger demand for Treasurys in recent weeks.

While the markets have anticipated this development, investors are closely monitoring whether the latest move by the U.S. remains a short, concentrated campaign or escalates into a prolonged regional conflict.

Quantum Strategy?s David Roche framed the market impact in terms of duration and whether Iran would attempt to close the Strait of Hormuz. If the conflict is short and contained, he said, the risk-off move and oil spike could be brief.

If it turns into a longer, three-to-five-week ?regime change endeavor,? markets would react ?rather badly? as investors price in a wider conflict and longer oil disruption.

A prolonged retaliation by Iran would also be particularly impactful for Asian markets, given their reliance on stable energy supplies and trade routes, said Global X ETFs? investment strategist Billy Leung, who expects global equities to open lower with heightened volatility, especially in high-beta and cyclical sectors.

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01-Mar-2026 09:14 Rex Intl   /   The next chapter       Go to Message
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The narrative accurately reflects reports from UKMTO and related agencies on February 27-28, 2026, amid U.S.-Israel strikes on Iran.

Report Validation



UKMTO confirmed receiving multiple reports from Gulf vessels about VHF radio messages claiming Strait of Hormuz closure, attributed to Iran' s Revolutionary Guards, but stressed these are unverified, not legally binding, and do not restrict navigation in international waters. EU' s Operation Aspides official similarly noted anonymous VHF warnings of " no ship allowed," without Iranian formal confirmation. Traffic continued with caution advisories, though some traders paused shipments and U.S. urged avoidance.

Strait Significance



The description matches facts: Hormuz links key producers like Saudi Arabia (world' s top exporter), Iran, Iraq, and UAE to the Gulf of Oman/Arabian Sea, handling ~20-31% of global seaborne oil (13M+ bpd in 2025). No full closure occurred as of March 1 warnings heightened risks but vessels transited under precautions.
 
 
 
 


s100125      ( Date: 01-Mar-2026 09:10) Posted:



Sea vessels ⁠ operating in the Gulf said they had received messages on the &zwnj closure of the Strait of Hormuz, according to the ⁠ UK ⁠ Maritime Trade Operations agency, cited by news agency Reuters.

The key oil export route connects the biggest Gulf ⁠ oil producers, such as ⁠ Saudi Arabia, Iran, ⁠ Iraq and the United Arab Emirates, with the &zwnj Gulf of Oman and the Arabian Sea.

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28-Feb-2026 23:03 AEM SGD   /   business turnaround ?       Go to Message
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AEM Holdings (AWX) shares soared 20-40% post-FY2025 results (Feb 25-26, 2026) on AI-driven growth hype and upbeat FY2026 guidance (S$460-510M revenue), while Hong Fok (H30) saw muted reaction despite stronger % profit gains, as property stocks lag amid stable-but-unexciting rentals.​

Why AEM Outshines Despite H30' s % Edge



AEM' s absolute scale (S$399M revenue, S$17M profit), AI/semiconductor tailwinds, and expansion visibility trump H30' s smaller base (S$98M revenue, S$28M profit) in a defensive property play&mdash investors chase growth over steady yields/dividends in risk-on markets. H30 trades at ~77% NAV discount (S$3.65 NAV, S$0.83 price) with low volume, muting pops AEM' s forward P/E ~15x reflects momentum.

Key Comparison

Metric AEM (AWX) FY2025 Hong Fok (H30) FY2025 Notes
Revenue S$399M (+5%)  S$98M (-6%)  ​ AEM scaled big H30 condo sales dip offset by rents.
Net Profit S$17M (+48%)  ​ S$28M (+20%)  ​ H30% solid but absolute smaller reval gain key.
EPS Growth +47% (5.4¢ )  ​ +20% (4.44¢ )  ​ Both up, AEM ties to AI ramp.
Dividend S$0.013 (resume)  ​ S$0.01 (steady)  ​ Similar yield ~1-3%, H30 NAV yield attractive long-term.
Outlook +15-28% rev FY26 (AI/HPC)  ​ Stable rents, resilient offices  ​ AEM growth story wins trades.
Mkt Cap / P/B ~S$940M / ~1.9x  ​ ~S$680M / ~0.23x  ​ H30 cheap but illiquid property discount.
Post-Rslt Move +21% then +21% to S$2.97  Flat/muted  Volume + AI news fueled AEM.
 
 


AEM suits growth traders H30 fits value holds on NAV unlock.​

JurongW      ( Date: 28-Feb-2026 15:29) Posted:

It will be interesting to see if it can recover back to its high margins of 15% and sustain it.  I guess the increased earning for FY26 had already been priced in.

Alignment      ( Date: 28-Feb-2026 11:36) Posted:

I think the market is doing the maths you are suggesting but partly looking beyond FY26.

Margin expansion is a difficult one to predict. The company does not give much guidance as to the drivers. But I would note that the past few years have had some one-off restructuring costs. When you look at 2021 and 2022 when you did not have these costs net profit margins were at 15-16%
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28-Feb-2026 22:39 Hong Fok   /   Technical Analysis-Seasonal Trend       Go to Message
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Hong Fok (SGX: H30), a Singapore property firm focused on owning and renting office and retail spaces, just released solid FY2025 results despite some sales slowdowns. Full-year profit jumped 20% to S$28.5 million (from S$23.7 million), thanks to a hefty S$16.2 million boost from rising property values&mdash up 37% from last year&mdash and steady rental income that offset weaker condo sales at their Concourse Skyline project. Revenue dipped 6% to S$98.3 million overall, with H2 specifically down 14% to S$51.4 million, but net profit there still rose 15% to S$23.1 million.

They wrapped up buying the final units in International Building for S$27.8 million, giving them full control of this prime rental asset for more reliable income streams. Net asset value per share improved to S$3.65 (from S$3.61), underscoring the stock' s deep discount&mdash it' s trading around S$0.83, a whopping 77% below NAV, backed by a strong S$3.65 billion asset base.​ ​

Outlook and Investor Angle



Rentals look stable into 2026 amid a resilient Singapore office market, while their Yotel hotel aims for better margins through picky guest selection and cost controls. No property sales on the horizon, but ongoing share buybacks (under a 10% mandate) signal management' s belief in undervaluation.

For retail investors eyeing short-term trades, catalysts like dividend approval (S$0.01 per share, steady from last year), buyback updates, or rental guidance at the upcoming AGM could spark 15-20% pops toward S$0.95-1.00 from supports near S$0.82-0.85&mdash especially with low liquidity amplifying moves. It' s a speculative play on asset value realization, but patience beats timing in this illiquid name.

Joelton      ( Date: 28-Feb-2026 12:56) Posted:

Hong Fok&rsquo s H2 FY2025 net profit rises 14.1% to S$23.1 million proposes dividend of S$0.01
Revenue for H2 FY2025 falls 13.9% to S$51.4 million, from S$59.7 million in H2 FY2024
 
[SINGAPORE] Hong Fok&rsquo s earnings for H2 FY2025 rose 14.7 per cent to S$23.1 million, from S$20.1 million in the year-ago period. 
 
Revenue for H2 FY2025 fell 13.9 per cent to S$51.4 million, from S$59.7 million in H2 FY2024, based on the financial results filed on Friday (Feb 27) by the property player.
 
Earnings per share for H2 FY2025, consequently, rose to S$0.0360 from S$0.0313.
 
A first and final dividend of S$0.01 per share was proposed, and the quantum is unchanged from FY2024.
 
For FY2025, revenue decreased by 6 per cent to S$98.3 million from S$104.3 million in FY2024. This was mainly due to lower revenue from the sale of residential units in Concourse Skyline, which was partially offset by higher rental income from investment properties. 
 
The revaluation gain was S$16.2 million for FY2025, 36.8 per cent higher than the S$11.8 million in FY2024 for its investment properties,
 
Earnings for FY2025 rose 20 per cent to S$28.5 million from S$23.7 million in FY2024
 
During the year, the company completed the acquisition of five units in International Building for S$27.8 million. This acquisition resulted in the group owning all the units in the building.
 
Net asset value per share stood at S$3.65 as at end-FY2025, up from S$3.61 as at end-FY2024.
 
Hong Fok H2 net profit falls 61.5% as Concourse Skyline sale dips
 
The company said that rental income for investment properties in 2026 is likely to remain stable, while the Singapore office market is expected to remain resilient despite macroeconomic and political uncertainties. 
 
Hong Fok will work towards higher-quality revenue through market segmentation discipline for its hotel, Yotel Singapore Orchard Road. It aims to protect margins through cost control, enhanced workforce stability, asset quality and guest experience. 
 
It expects to continue recognising revenue from the sale of residential units in Concourse Skyline.
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28-Feb-2026 17:12 UOB   /   UOB       Go to Message
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US-Israel Strikes on Iran: Market Uncertainty and SGX Outlook



The joint US-Israeli pre-emptive strikes on Iran&mdash codenamed " Operation Roar of the Lion" &mdash have plunged global markets into uncertainty, as Netanyahu' s existential threat narrative and Trump' s " major combat operations" confirmation signal a multi-day campaign targeting nuclear sites from Tehran to Isfahan and Karaj.

Iran' s calibrated missile retaliation on Al Udeid base underscores the risks: proxy swarms (70% likely, oil +8-15% to US$85-95), Hormuz harassment (20%, Brent US$100-120), or critical closures (10%, US$130+ and equities -5-10%). This cascade prompts risk-off liquidation of cyclicals (initial energy pops like Rex Intl/RH PetroGas fading on blockade fears ST Engineering capex worries), driving flows into safe havens amid live Tehran explosions and vowed " crushing" responses.

SGX Monday Impact: STI gap-down -0.5-1.5% (worse than 2025' s -0.8% flares), with energy decoupling +8-15% (Rex, Sembcorp leads), defence/offshore +4-8% (ST Eng, Seatrium), banks -0.5 to +1% (UOB/DBS yield appeal, beta ~0.7), REITs/neutrals flat to +1% (Mapletree, Wee Hur infra resilience). Gold/silver gaps up 2-4% overweight defensives for post-de-escalation rebound, hedge energy calls if Hormuz escalates. DYODD

sfw2124      ( Date: 28-Feb-2026 16:17) Posted:



Recent UOB drawdowns from S$39.50 ATH (Jan 22) to S$36.31 low (Feb 27) stem primarily from Q4/FY2025 earnings miss on Feb 23-24: 7% profit drop, NIM squeeze to 1.84%, FY provisions drag, plus Wall Street sell-off spillover.​

1. Drawdown Hypotheses



  • Earnings Reaction (Primary ~60%): Missed consensus (S$1.41b vs S$1.44b), FY profit -23% YoY fueled profit-taking peers DBS/OCBC also dipped.​


  • Macro/Rate Fears (~30%): Lower benchmark rates pressure NIM outlook US tariffs hit ASEAN sentiment.


  • Technical (~10%): Broke Jan support ~S$37.50, high volume selling to oversold RSI.​

2. Continuation Risk



Unlikely to extend far below S$36.31 (hammer support, buyback zone)&mdash last buys averaged S$35.39 (Sep 2025), with mandate favoring S$35-36.50 remaining S$1.4b provides floor, plus rebound signs (higher low forming). Further drop to S$35 needs major negative (e.g., Q1 miss), but analysts see stabilization.​

3. Dividend Hold Analysis



S$0.71 final (ex ~Apr 24, pay May 8, 2026) yields ~1.9% at S$36.97, total FY25 ~4.2% worthwhile hold for income (5-6% TTM fwd-adjusted), buyback/EPS tailwinds, ATH potential&mdash especially if targeting 4.5%+ yield.
Price Range Hold Rationale Yield (FY25 Total)
S$36-37 Strong buy/hold 4.2-4.3% + upside  ​  
S$37-38 Fair 4.1% yield, wait catalysts  
Above S$38.50 Trim yield < 4%, chase growth elsewhere


Delvyss      ( Date: 27-Feb-2026 10:47) Posted:

Could be seeing immediate support.
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28-Feb-2026 17:11 Wee Hur   /   Wee Hur       Go to Message
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US-Israel Strikes on Iran: Market Uncertainty and SGX Outlook



The joint US-Israeli pre-emptive strikes on Iran&mdash codenamed " Operation Roar of the Lion" &mdash have plunged global markets into uncertainty, as Netanyahu' s existential threat narrative and Trump' s " major combat operations" confirmation signal a multi-day campaign targeting nuclear sites from Tehran to Isfahan and Karaj.

Iran' s calibrated missile retaliation on Al Udeid base underscores the risks: proxy swarms (70% likely, oil +8-15% to US$85-95), Hormuz harassment (20%, Brent US$100-120), or critical closures (10%, US$130+ and equities -5-10%). This cascade prompts risk-off liquidation of cyclicals (initial energy pops like Rex Intl/RH PetroGas fading on blockade fears ST Engineering capex worries), driving flows into safe havens amid live Tehran explosions and vowed " crushing" responses.

SGX Monday Impact: STI gap-down -0.5-1.5% (worse than 2025' s -0.8% flares), with energy decoupling +8-15% (Rex, Sembcorp leads), defence/offshore +4-8% (ST Eng, Seatrium), banks -0.5 to +1% (UOB/DBS yield appeal, beta ~0.7), REITs/neutrals flat to +1% (Mapletree, Wee Hur infra resilience). Gold/silver gaps up 2-4% overweight defensives for post-de-escalation rebound, hedge energy calls if Hormuz escalates

sfw2124      ( Date: 28-Feb-2026 14:10) Posted:

I asked Perplexity AI :Any reasons to hold for Wee Hur(E3B) to cross the S$1.00 mark like CSE, Nam Cheong, Centurions? 2) Analyse and weigh the Pros and Cons? Answer:  Yes, Wee Hur (E3B.SI) has credible paths to cross S$1.00 (from current ~S$0.775, +29% upside), mirroring past rallies in peers like CSE Global (544.SI, peaked S$1.50+ on orders), Nam Cheong (1MZ.SI, volatile post-consolidation), and Centurion (BUOU.SI, dorm/student accom steady climb). One broker targets S$1.00 (Hold, sum-of-parts on dorms/property/funds) others S$0.90-0.95 (FY26E P/E 13x), with 22% 3-mo potential to S$0.87+.

 

Reasons to Hold for S$1+



  • Pipeline Momentum: S$935M orderbook to FY2029 (construction/property self-feed), Pioneer Lodge ramp-up (67%&rarr 95% occ), Australia launches (Cryna 2,000+ lots, PBSA).


  • Recurring Cash: Dorms/investment properties (95% occ), PBSA funds (II/III scaling), div yield ~2% (1.5¢ FY25).​


  • Valuation Gap: Trades FY26E P/E ~8-10x vs peers 12-15x NAV supportive at S$1.00+ TP.


  • Peer Precedent: CSE/Nam Cheong rallied 50%+ on orders Centurion dorm tailwinds similar to Wee Hur PBWA/PBSA.​


  • Catalysts: Mon post-results pop, broker upgrades, Upper Thomson launch H1 2027.

Pros vs Cons

Pros (Bull Case to S$1+) Cons (Risks Capping Below S$1)
Strong FY25 beat (+130% adj NP), cash S$251M funds growth  ​ Dorm fair value losses (S$49M lease decay), property cyclical  ​
Dorm/property demand (Singapore worker housing boom)  ​ Low liquidity/small-cap volatility (easy 10% swings)  ​
Multi-asset (constr+funds) lowers risk vs pure plays  ​ Limited coverage PTs cluster S$0.90, no S$1.20+ 
Yield + growth (FY26 rev +30% est)  ​ Economic slowdown hits projects/occupancy  ​
Historical rallies (doubled 2025 on dorms)  ​ Debt via MTN S$205M issued  ​
 
 


Net Weighing: Pros outweigh (60/40 hold case for S$1+ in 6-12mo) if dorm ramp + orders deliver peers like Centurion show accom stocks grind higher. But cap gains at S$0.90-0.95 without surprises. P/E expansion needs volume.

sfw2124      ( Date: 28-Feb-2026 13:45) Posted:



A post-announcement rally for Wee Hur (E3B.SI) similar to Seatrium' s (5E2.SI) is plausible short-term (Mon 2 Mar gap-up 5-10%), but less likely to match Seatrium' s scale or duration due to differences in size, sector hype, and liquidity. Seatrium jumped ~3-5% post-FY2025 (profit doubled to S$324M+), sustained by oil/gas boom Wee Hur' s +27% profit beat supports bounce from S$0.775, with PTs S$0.90-0.99 (16-28% upside).

Key Comparison

Aspect Wee Hur (E3B) Seatrium (5E2) Rally Implication
Market Cap/Liquidity Small-cap (~S$73M), low volume Large-cap (S$7B+), high volume Wee Hur volatile easier pop but fades fast  ​
Earnings Beat +27% NP (S$68M), adj +130% Profit doubled (+106%), margins up Both strong Wee Hur sets stage for 5-15% 
Catalysts Orderbook S$935M, div 1.5¢ , property/dorms Energy backlog, asset sales Wee Hur solid but no " hot" theme like oil 
Recent Action -13% dip to 0.775 pre-ann Stable pre-earnings, +3-5% post Wee Hur rebound potential higher  ​ ​
Analyst PT/Upside S$0.90-0.99 (16-28%) S$2.40-4.10 (higher multiples) Supportive for Wee Hur 
Forecast +22% 3-mo (to S$0.87) 16% EPS growth Mild bullish 
 
 


Expected Odds: 55-65% for Wee Hur 5-10% rally Mon-week1 (like Seatrium initial) 35-45% for sustained 20%+ (Seatrium-style), needing upgrades/volume. Risks: Small-cap profit-taking, market weakness.

DYOR


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28-Feb-2026 16:17 UOB   /   UOB       Go to Message
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Recent UOB drawdowns from S$39.50 ATH (Jan 22) to S$36.31 low (Feb 27) stem primarily from Q4/FY2025 earnings miss on Feb 23-24: 7% profit drop, NIM squeeze to 1.84%, FY provisions drag, plus Wall Street sell-off spillover.​

1. Drawdown Hypotheses



  • Earnings Reaction (Primary ~60%): Missed consensus (S$1.41b vs S$1.44b), FY profit -23% YoY fueled profit-taking peers DBS/OCBC also dipped.​


  • Macro/Rate Fears (~30%): Lower benchmark rates pressure NIM outlook US tariffs hit ASEAN sentiment.


  • Technical (~10%): Broke Jan support ~S$37.50, high volume selling to oversold RSI.​

2. Continuation Risk



Unlikely to extend far below S$36.31 (hammer support, buyback zone)&mdash last buys averaged S$35.39 (Sep 2025), with mandate favoring S$35-36.50 remaining S$1.4b provides floor, plus rebound signs (higher low forming). Further drop to S$35 needs major negative (e.g., Q1 miss), but analysts see stabilization.​

3. Dividend Hold Analysis



S$0.71 final (ex ~Apr 24, pay May 8, 2026) yields ~1.9% at S$36.97, total FY25 ~4.2% worthwhile hold for income (5-6% TTM fwd-adjusted), buyback/EPS tailwinds, ATH potential&mdash especially if targeting 4.5%+ yield.
Price Range Hold Rationale Yield (FY25 Total)
S$36-37 Strong buy/hold 4.2-4.3% + upside  ​  
S$37-38 Fair 4.1% yield, wait catalysts  
Above S$38.50 Trim yield < 4%, chase growth elsewhere


Delvyss      ( Date: 27-Feb-2026 10:47) Posted:

Could be seeing immediate support.
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28-Feb-2026 14:10 Wee Hur   /   Wee Hur       Go to Message
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x 0 		I asked Perplexity AI :Any reasons to hold for Wee Hur(E3B) to cross the S$1.00 mark like CSE, Nam Cheong, Centurions? 2) Analyse and weigh the Pros and Cons? Answer:  Yes, Wee Hur (E3B.SI) has credible paths to cross S$1.00 (from current ~S$0.775, +29% upside), mirroring past rallies in peers like CSE Global (544.SI, peaked S$1.50+ on orders), Nam Cheong (1MZ.SI, volatile post-consolidation), and Centurion (BUOU.SI, dorm/student accom steady climb). One broker targets S$1.00 (Hold, sum-of-parts on dorms/property/funds) others S$0.90-0.95 (FY26E P/E 13x), with 22% 3-mo potential to S$0.87+.

 

Reasons to Hold for S$1+



  • Pipeline Momentum: S$935M orderbook to FY2029 (construction/property self-feed), Pioneer Lodge ramp-up (67%&rarr 95% occ), Australia launches (Cryna 2,000+ lots, PBSA).


  • Recurring Cash: Dorms/investment properties (95% occ), PBSA funds (II/III scaling), div yield ~2% (1.5¢ FY25).​


  • Valuation Gap: Trades FY26E P/E ~8-10x vs peers 12-15x NAV supportive at S$1.00+ TP.


  • Peer Precedent: CSE/Nam Cheong rallied 50%+ on orders Centurion dorm tailwinds similar to Wee Hur PBWA/PBSA.​


  • Catalysts: Mon post-results pop, broker upgrades, Upper Thomson launch H1 2027.

Pros vs Cons

Pros (Bull Case to S$1+) Cons (Risks Capping Below S$1)
Strong FY25 beat (+130% adj NP), cash S$251M funds growth  ​ Dorm fair value losses (S$49M lease decay), property cyclical  ​
Dorm/property demand (Singapore worker housing boom)  ​ Low liquidity/small-cap volatility (easy 10% swings)  ​
Multi-asset (constr+funds) lowers risk vs pure plays  ​ Limited coverage PTs cluster S$0.90, no S$1.20+ 
Yield + growth (FY26 rev +30% est)  ​ Economic slowdown hits projects/occupancy  ​
Historical rallies (doubled 2025 on dorms)  ​ Debt via MTN S$205M issued  ​
 
 


Net Weighing: Pros outweigh (60/40 hold case for S$1+ in 6-12mo) if dorm ramp + orders deliver peers like Centurion show accom stocks grind higher. But cap gains at S$0.90-0.95 without surprises. P/E expansion needs volume.

sfw2124      ( Date: 28-Feb-2026 13:45) Posted:



A post-announcement rally for Wee Hur (E3B.SI) similar to Seatrium' s (5E2.SI) is plausible short-term (Mon 2 Mar gap-up 5-10%), but less likely to match Seatrium' s scale or duration due to differences in size, sector hype, and liquidity. Seatrium jumped ~3-5% post-FY2025 (profit doubled to S$324M+), sustained by oil/gas boom Wee Hur' s +27% profit beat supports bounce from S$0.775, with PTs S$0.90-0.99 (16-28% upside).

Key Comparison

Aspect Wee Hur (E3B) Seatrium (5E2) Rally Implication
Market Cap/Liquidity Small-cap (~S$73M), low volume Large-cap (S$7B+), high volume Wee Hur volatile easier pop but fades fast  ​
Earnings Beat +27% NP (S$68M), adj +130% Profit doubled (+106%), margins up Both strong Wee Hur sets stage for 5-15% 
Catalysts Orderbook S$935M, div 1.5¢ , property/dorms Energy backlog, asset sales Wee Hur solid but no " hot" theme like oil 
Recent Action -13% dip to 0.775 pre-ann Stable pre-earnings, +3-5% post Wee Hur rebound potential higher  ​ ​
Analyst PT/Upside S$0.90-0.99 (16-28%) S$2.40-4.10 (higher multiples) Supportive for Wee Hur 
Forecast +22% 3-mo (to S$0.87) 16% EPS growth Mild bullish 
 
 


Expected Odds: 55-65% for Wee Hur 5-10% rally Mon-week1 (like Seatrium initial) 35-45% for sustained 20%+ (Seatrium-style), needing upgrades/volume. Risks: Small-cap profit-taking, market weakness.

DYOR

sfw2124      ( Date: 28-Feb-2026 13:42) Posted:

Layman Summary Post for ShareJunction



Title: Wee Hur FY25 Profits UP Big! H2 Profit S$29.8M (From Loss), Div 1¢ &ndash Simple Breakdown

Hey all, Wee Hur (E3B) smashed FY25 results simple version:


  • Full Year: Sales $295M (+47%), Profits $68M (+27%)! EPS 7.44¢ up 27%.


  • 2nd Half: Sales $140M (+52%), Profits $30M (was -$12M loss last year!).


  • Why?  Property hot (Bartley Vue sold out), dorms full, construction jobs lined up to 2029 ($935M book). One-off fee from Aussie student dorm sale.


  • Div?  1¢ final (total 1.5¢ yr), pay May. Cash strong $251M.


Price dipped to 0.775 pre-ann but beats + orderbook = Mon bounce? Like Seatrium post-results? Chart attached.

DYOR! Do your own research


Good Post  Bad Post 
28-Feb-2026 13:45 Wee Hur   /   Wee Hur       Go to Message
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A post-announcement rally for Wee Hur (E3B.SI) similar to Seatrium' s (5E2.SI) is plausible short-term (Mon 2 Mar gap-up 5-10%), but less likely to match Seatrium' s scale or duration due to differences in size, sector hype, and liquidity. Seatrium jumped ~3-5% post-FY2025 (profit doubled to S$324M+), sustained by oil/gas boom Wee Hur' s +27% profit beat supports bounce from S$0.775, with PTs S$0.90-0.99 (16-28% upside).

Key Comparison

Aspect Wee Hur (E3B) Seatrium (5E2) Rally Implication
Market Cap/Liquidity Small-cap (~S$73M), low volume Large-cap (S$7B+), high volume Wee Hur volatile easier pop but fades fast  ​
Earnings Beat +27% NP (S$68M), adj +130% Profit doubled (+106%), margins up Both strong Wee Hur sets stage for 5-15% 
Catalysts Orderbook S$935M, div 1.5¢ , property/dorms Energy backlog, asset sales Wee Hur solid but no " hot" theme like oil 
Recent Action -13% dip to 0.775 pre-ann Stable pre-earnings, +3-5% post Wee Hur rebound potential higher  ​ ​
Analyst PT/Upside S$0.90-0.99 (16-28%) S$2.40-4.10 (higher multiples) Supportive for Wee Hur 
Forecast +22% 3-mo (to S$0.87) 16% EPS growth Mild bullish 
 
 


Expected Odds: 55-65% for Wee Hur 5-10% rally Mon-week1 (like Seatrium initial) 35-45% for sustained 20%+ (Seatrium-style), needing upgrades/volume. Risks: Small-cap profit-taking, market weakness.

DYOR

sfw2124      ( Date: 28-Feb-2026 13:42) Posted:

Layman Summary Post for ShareJunction



Title: Wee Hur FY25 Profits UP Big! H2 Profit S$29.8M (From Loss), Div 1¢ &ndash Simple Breakdown

Hey all, Wee Hur (E3B) smashed FY25 results simple version:


  • Full Year: Sales $295M (+47%), Profits $68M (+27%)! EPS 7.44¢ up 27%.


  • 2nd Half: Sales $140M (+52%), Profits $30M (was -$12M loss last year!).


  • Why?  Property hot (Bartley Vue sold out), dorms full, construction jobs lined up to 2029 ($935M book). One-off fee from Aussie student dorm sale.


  • Div?  1¢ final (total 1.5¢ yr), pay May. Cash strong $251M.


Price dipped to 0.775 pre-ann but beats + orderbook = Mon bounce? Like Seatrium post-results? Chart attached.

DYOR! Do your own research

Joelton      ( Date: 28-Feb-2026 13:24) Posted:

Wee Hur back in the black with H2 FY2025 earnings at S$29.8m proposes S$0.01 dividend
Revenue for H2 FY2025 rises 52% to S$139.5 million from S$91.7 million in H2 FY2025
[SINGAPORE] Property company Wee Hur on Friday (Feb 27) posted H2 FY2025 earnings of S$29.8 million, a reversal from a loss of S$12.5 million in the period the year prior. 
 
Revenue for H2 FY2025 rose 52 per cent to S$139.5 million from S$91.7 million previously. This was driven mainly by progressive revenue recognition from the property segment, continued progress recognition from ongoing building construction projects and contributions from the workers&rsquo dormitory segment.
 
Earnings per share for H2 FY2025 stood at S$0.0324 compared with a loss per share of S$0.0136 in the previous corresponding period.
 
The board has recommended a final cash dividend of S$0.01 per ordinary share for the full year, an increase from S$0.008 in the year-ago period. It will be paid on May 22 &ndash subject to approval at the upcoming annual general meeting &ndash after the book closure date of May 8.
 
Earnings for the full year rose 27 per cent to S$68.4 million from S$54 million previously. Revenue for FY2025 rose 47 per cent to S$295.4 million from S$200.8 million previously.
 
This translated to an earnings per share of S$0.0744, up 27 per cent from S$0.0588 in FY2024.
 
The improvement in the bottom line was driven by robust revenue growth across its core property, building construction and workers&rsquo dormitory segments. Earnings for FY2025 also benefited from a one-off performance fee from a partial disposal of the purpose built.student accommodation portfolio under Wee Hur PBSA Master Trust.
 
This was partially offset by lower contributions from share of profits from a joint venture following the disposal.
 
During the year, the group completed the disposal of properties under the Wee Hur PBSA Master Trust (Fund I) for A$1.6 billion (S$1.3 billion). The disposal allowed it to realise a significant part of its investment in the fund and reallocate capital to other investments, the group said.
 
The group remarked that it is &ldquo well-positioned to accelerate the growth of its business&rdquo , supported by a stable fund management revenue stream and an experienced management team.
 
The Singapore property development segment was a major revenue contributor for the period. The segment&rsquo s revenue rose 83 per cent to S$82.9 million, amid progressive recognition of revenue from the Bartley Vue project, which reached 84.9 per cent completion and has been sold out.
 
Looking ahead, the company intends to capitalise on sustained demand for residential projects in Singapore and the Australian purpose-built student accommodation (PBSA) sector. It recently secured the government land sales development in Upper Thomson, and expects to launch the 596-unit project in the first half of 2027.
 
&ldquo We endeavour to grow the platform in a disciplined manner to deliver sustainable, long-term value for our shareholders,&rdquo said Goh Yeow Lian, executive chairman and managing director of Wee Hur.
Good Post  Bad Post 
28-Feb-2026 13:42 Wee Hur   /   Wee Hur       Go to Message
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Layman Summary Post for ShareJunction



Title: Wee Hur FY25 Profits UP Big! H2 Profit S$29.8M (From Loss), Div 1¢ &ndash Simple Breakdown

Hey all, Wee Hur (E3B) smashed FY25 results simple version:


  • Full Year: Sales $295M (+47%), Profits $68M (+27%)! EPS 7.44¢ up 27%.


  • 2nd Half: Sales $140M (+52%), Profits $30M (was -$12M loss last year!).


  • Why?  Property hot (Bartley Vue sold out), dorms full, construction jobs lined up to 2029 ($935M book). One-off fee from Aussie student dorm sale.


  • Div?  1¢ final (total 1.5¢ yr), pay May. Cash strong $251M.


Price dipped to 0.775 pre-ann but beats + orderbook = Mon bounce? Like Seatrium post-results? Chart attached.

DYOR! Do your own research

Joelton      ( Date: 28-Feb-2026 13:24) Posted:

Wee Hur back in the black with H2 FY2025 earnings at S$29.8m proposes S$0.01 dividend
Revenue for H2 FY2025 rises 52% to S$139.5 million from S$91.7 million in H2 FY2025
[SINGAPORE] Property company Wee Hur on Friday (Feb 27) posted H2 FY2025 earnings of S$29.8 million, a reversal from a loss of S$12.5 million in the period the year prior. 
 
Revenue for H2 FY2025 rose 52 per cent to S$139.5 million from S$91.7 million previously. This was driven mainly by progressive revenue recognition from the property segment, continued progress recognition from ongoing building construction projects and contributions from the workers&rsquo dormitory segment.
 
Earnings per share for H2 FY2025 stood at S$0.0324 compared with a loss per share of S$0.0136 in the previous corresponding period.
 
The board has recommended a final cash dividend of S$0.01 per ordinary share for the full year, an increase from S$0.008 in the year-ago period. It will be paid on May 22 &ndash subject to approval at the upcoming annual general meeting &ndash after the book closure date of May 8.
 
Earnings for the full year rose 27 per cent to S$68.4 million from S$54 million previously. Revenue for FY2025 rose 47 per cent to S$295.4 million from S$200.8 million previously.
 
This translated to an earnings per share of S$0.0744, up 27 per cent from S$0.0588 in FY2024.
 
The improvement in the bottom line was driven by robust revenue growth across its core property, building construction and workers&rsquo dormitory segments. Earnings for FY2025 also benefited from a one-off performance fee from a partial disposal of the purpose built.student accommodation portfolio under Wee Hur PBSA Master Trust.
 
This was partially offset by lower contributions from share of profits from a joint venture following the disposal.
 
During the year, the group completed the disposal of properties under the Wee Hur PBSA Master Trust (Fund I) for A$1.6 billion (S$1.3 billion). The disposal allowed it to realise a significant part of its investment in the fund and reallocate capital to other investments, the group said.
 
The group remarked that it is &ldquo well-positioned to accelerate the growth of its business&rdquo , supported by a stable fund management revenue stream and an experienced management team.
 
The Singapore property development segment was a major revenue contributor for the period. The segment&rsquo s revenue rose 83 per cent to S$82.9 million, amid progressive recognition of revenue from the Bartley Vue project, which reached 84.9 per cent completion and has been sold out.
 
Looking ahead, the company intends to capitalise on sustained demand for residential projects in Singapore and the Australian purpose-built student accommodation (PBSA) sector. It recently secured the government land sales development in Upper Thomson, and expects to launch the 596-unit project in the first half of 2027.
 
&ldquo We endeavour to grow the platform in a disciplined manner to deliver sustainable, long-term value for our shareholders,&rdquo said Goh Yeow Lian, executive chairman and managing director of Wee Hur.
Good Post  Bad Post 
28-Feb-2026 13:32 Wee Hur   /   Wee Hur       Go to Message
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Pre-Announcement Price Drop



Shares dipped abnormally from ~S$0.90 mid-Feb peaks (e.g., Feb 23 high) to S$0.775 on Feb 27, ~13-14% pullback on high volume. Hypothesis: Phillip Securities Neutral downgrade (Feb 12, TP S$0.90) triggered profit-taking after YTD rally typical pre-earnings caution in small-caps, no negative catalysts.

jlinus      ( Date: 26-Feb-2026 17:02) Posted:

Why drop so much?

QueenMaya      ( Date: 26-Feb-2026 14:42) Posted:

Any idea whats happening?
Good Post  Bad Post 
22-Feb-2026 09:40 Wee Hur   /   Wee Hur       Go to Message
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Analysis by Perplexity AI.

sfw2124      ( Date: 22-Feb-2026 09:35) Posted:



Here' s the updated Top Comparables table with BRC Asia (BEC) included for direct comparison. Prices use latest verified closes (Feb 20, 2026) all peers ride Singapore' s S$47-53B construction pipeline.

Top Comparables (incl. BRC Asia)

Stock Code Recent Price Order Book Yield (FY26e) TP/Upside Notes 
BRC Asia BEC S$4.72 S$2.2B 5.3% S$5.30 (12%) Record PATMI S$94M T5/Changi lead 
Wee Hur E3B S$0.89 S$1.2B+ ~5% S$0.97-1.15 (9-29%) Aus PBSA, your 180k hold diversified  ​
Tiong Woon TWC (BQM) S$0.93 Multi-year 5-6% S$1.11 (19%) BUY margin recovery, cranes  ​
Centurion OU8 S$1.42 Strong tenders ~4.5% S$1.90 (34%) OW institutional wins  ​
Soilbuild S7OU ~S$0.57 S$1.26B ~5% S$0.97 (70%) PSA Tuas rev +20%  ​
CSE Global 544 ~S$1.32 IT/infra ~4% S$0.58 (-55%) Overextended swing only  ​
 
 


BRC Asia fits mid-pack for upside but leads order book scale rotate from CSE if overbought. All yield-competitive in upcycle

sfw2124      ( Date: 17-Jan-2026 11:16) Posted:

WEE HUR' S 3 CATALYST PROJECTS &mdash QUICK GUIDE



Share Junction | January 17, 2026

OVERVIEW: What Wee Hur is Building

Project What Where Timeline Profit Type
Hotel Miramar Renovate hotel into luxury DoubleTree Singapore CBD Q4 2026 opening Yearly income
Wycombe Abbey School Build international school campus Hougang 2026&ndash 2027 construction 30-year revenue stream
Upper Thomson Homes Develop 500+ residential units Upper Thomson 2026&ndash 2030 Large one-time profit

PROJECT 1: HOTEL MIRAMAR &rarr DoubleTree by Hilton 🏨



What' s Happening?
A tired old hotel is being completely renovated and rebranded as a luxury DoubleTree (international premium brand). Think of it like upgrading from a budget motel to a 4-star hotel.

The Numbers


  • Cost: S$160M (partnership: Aravest + Wee Hur)


  • Size: 344 rooms


  • Timeline: 12-month renovation opens Q4 2026 (9 months away)


  • Old room rate: S$170-180/night


  • New room rate: S$240/night (30% increase)


How Wee Hur Makes Money

Wee Hur invested as a minority partner through an Aravest fund. Two profit sources:


  1. Asset Appreciation  &mdash Property value increases from S$160M to S$200M+ Wee Hur' s share = profit


  2. Yearly Operating Income  &mdash More guests at higher rates = bigger profits Wee Hur gets a percentage every year for decades


Real-World Math


  • 344 rooms × 80% occupancy × S$240/night = S$66,000/day revenue


  • Operating profit maybe 30% = S$20,000/day


  • S$20,000 × 365 days = S$7-9M/year potential (Wee Hur' s share)

PROJECT 2: WYCOMBE ABBEY INTERNATIONAL SCHOOL 🎓



What' s Happening?
Wee Hur is building a complete international school campus. Not just a building&mdash a 30-year+ education facility that will generate ongoing profits.

The Team


  • Wee Hur:  Builds the campus


  • Wycombe Abbey:  Runs the school (UK prestigious brand)


  • BE Education:  Academic operations


Timeline


  • ✅   January 6, 2026:  Groundbreaking ceremony completed


  • 2026-2027:  Construction phase


  • 2027 onwards:  School operates and generates 30+ years of income


How Wee Hur Makes Money


  1. Build Campus  &mdash Gets paid S$150-300M for construction work


  2. 30-Year Revenue Stream  &mdash School operates yearly Wee Hur gets percentage of income


    • Maybe S$10-20M/year × 30 years = S$300-600M+ lifetime income


    • Not like typical construction (build &rarr sell &rarr done)


    • This is like owning a machine that pays you every year, forever


  3. Asset Appreciation  &mdash School campus value increases over time


Why Track Record Matters
Wee Hur has 20+ years building education facilities. Investors trust they' ll execute properly and on time.

PROJECT 3: UPPER THOMSON RESIDENTIAL (S$614M) 🏠



What' s Happening?
Wee Hur won a government land auction to build 500+ residential units. They beat all other bidders by paying S$614 million for the land.

The Partnership


  • Wee Hur:  Manages construction & sales


  • GSC Holdings:  Co-investor (Wee Hur' s largest shareholder) shares capital & approvals


Timeline


  • Now (Jan 2026):  Design & government approvals


  • H2 2026:  Groundbreaking construction starts


  • 2027-2029:  Building phase (2-3 years)


  • 2029-2030:  Selling units to buyers


The Money

Investment:


  • Land: S$614M (already won at auction)


  • Construction: S$800M-1,000M additional


  • Total: ~S$1,400-1,600M


Profit:


  • Sell apartments: S$1,800M-2,200M total


  • Gross profit: S$200-600M


  • Wee Hur' s share (50%): ~S$100-300M over project life


  • Profit shows up: 2029-2031 (3-5 years from now)


Location
Upper Thomson is a growing residential neighborhood with good access to schools, shopping, and transport.

TIMELINE: When Do These Projects Deliver?

2026 2027 2028 2029-2030
Hotel opens (Q4) School construction School opens revenue starts Upper Thomson opens sales peak
  Upper Thomson breaks ground   Hotel continues yearly profit

TOTAL VALUE AT A GLANCE

Project Annual Profit Timeline Total Value
Hotel S$8-10M/year Ongoing from 2026 Growing yearly
School S$10-20M/year 30+ years from 2027 S$300-600M lifetime
Upper Thomson One-time 2029-2031 S$100-300M


Translation:  Wee Hur could create S$200-900M in total value over next 3-5 years from these three projects.

FOR SHARE JUNCTION DISCUSSION



All three projects are real and advancing:


  • Hotel Miramar: Renovation starts soon (S$160M)


  • Wycombe Abbey: Groundbreaking just completed (January 6)


  • Upper Thomson: Groundbreaking planned H2 2026 (S$614M land already won)


Profit timeline:


  • 2026-2027: Hotel opens + School construction starts = early revenue signals


  • 2028-2029: School opens + Upper Thomson construction progresses = growing visibility


  • 2029-2030: Upper Thomson sales peak + School steady income = major profit realization


For investors:  Market is pricing in successful execution of all three. If all go on schedule &rarr upside to S$0.95-1.00+. If delays occur &rarr stock re-rates.


Educational content only. Not investment advice. Do your own research.


Good Post  Bad Post 
22-Feb-2026 09:35 Wee Hur   /   Wee Hur       Go to Message
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Here' s the updated Top Comparables table with BRC Asia (BEC) included for direct comparison. Prices use latest verified closes (Feb 20, 2026) all peers ride Singapore' s S$47-53B construction pipeline.

Top Comparables (incl. BRC Asia)

Stock Code Recent Price Order Book Yield (FY26e) TP/Upside Notes 
BRC Asia BEC S$4.72 S$2.2B 5.3% S$5.30 (12%) Record PATMI S$94M T5/Changi lead 
Wee Hur E3B S$0.89 S$1.2B+ ~5% S$0.97-1.15 (9-29%) Aus PBSA, your 180k hold diversified  ​
Tiong Woon TWC (BQM) S$0.93 Multi-year 5-6% S$1.11 (19%) BUY margin recovery, cranes  ​
Centurion OU8 S$1.42 Strong tenders ~4.5% S$1.90 (34%) OW institutional wins  ​
Soilbuild S7OU ~S$0.57 S$1.26B ~5% S$0.97 (70%) PSA Tuas rev +20%  ​
CSE Global 544 ~S$1.32 IT/infra ~4% S$0.58 (-55%) Overextended swing only  ​
 
 


BRC Asia fits mid-pack for upside but leads order book scale rotate from CSE if overbought. All yield-competitive in upcycle

sfw2124      ( Date: 17-Jan-2026 11:16) Posted:

WEE HUR' S 3 CATALYST PROJECTS &mdash QUICK GUIDE



Share Junction | January 17, 2026

OVERVIEW: What Wee Hur is Building

Project What Where Timeline Profit Type
Hotel Miramar Renovate hotel into luxury DoubleTree Singapore CBD Q4 2026 opening Yearly income
Wycombe Abbey School Build international school campus Hougang 2026&ndash 2027 construction 30-year revenue stream
Upper Thomson Homes Develop 500+ residential units Upper Thomson 2026&ndash 2030 Large one-time profit

PROJECT 1: HOTEL MIRAMAR &rarr DoubleTree by Hilton 🏨



What' s Happening?
A tired old hotel is being completely renovated and rebranded as a luxury DoubleTree (international premium brand). Think of it like upgrading from a budget motel to a 4-star hotel.

The Numbers


  • Cost: S$160M (partnership: Aravest + Wee Hur)


  • Size: 344 rooms


  • Timeline: 12-month renovation opens Q4 2026 (9 months away)


  • Old room rate: S$170-180/night


  • New room rate: S$240/night (30% increase)


How Wee Hur Makes Money

Wee Hur invested as a minority partner through an Aravest fund. Two profit sources:


  1. Asset Appreciation  &mdash Property value increases from S$160M to S$200M+ Wee Hur' s share = profit


  2. Yearly Operating Income  &mdash More guests at higher rates = bigger profits Wee Hur gets a percentage every year for decades


Real-World Math


  • 344 rooms × 80% occupancy × S$240/night = S$66,000/day revenue


  • Operating profit maybe 30% = S$20,000/day


  • S$20,000 × 365 days = S$7-9M/year potential (Wee Hur' s share)

PROJECT 2: WYCOMBE ABBEY INTERNATIONAL SCHOOL 🎓



What' s Happening?
Wee Hur is building a complete international school campus. Not just a building&mdash a 30-year+ education facility that will generate ongoing profits.

The Team


  • Wee Hur:  Builds the campus


  • Wycombe Abbey:  Runs the school (UK prestigious brand)


  • BE Education:  Academic operations


Timeline


  • ✅   January 6, 2026:  Groundbreaking ceremony completed


  • 2026-2027:  Construction phase


  • 2027 onwards:  School operates and generates 30+ years of income


How Wee Hur Makes Money


  1. Build Campus  &mdash Gets paid S$150-300M for construction work


  2. 30-Year Revenue Stream  &mdash School operates yearly Wee Hur gets percentage of income


    • Maybe S$10-20M/year × 30 years = S$300-600M+ lifetime income


    • Not like typical construction (build &rarr sell &rarr done)


    • This is like owning a machine that pays you every year, forever


  3. Asset Appreciation  &mdash School campus value increases over time


Why Track Record Matters
Wee Hur has 20+ years building education facilities. Investors trust they' ll execute properly and on time.

PROJECT 3: UPPER THOMSON RESIDENTIAL (S$614M) 🏠



What' s Happening?
Wee Hur won a government land auction to build 500+ residential units. They beat all other bidders by paying S$614 million for the land.

The Partnership


  • Wee Hur:  Manages construction & sales


  • GSC Holdings:  Co-investor (Wee Hur' s largest shareholder) shares capital & approvals


Timeline


  • Now (Jan 2026):  Design & government approvals


  • H2 2026:  Groundbreaking construction starts


  • 2027-2029:  Building phase (2-3 years)


  • 2029-2030:  Selling units to buyers


The Money

Investment:


  • Land: S$614M (already won at auction)


  • Construction: S$800M-1,000M additional


  • Total: ~S$1,400-1,600M


Profit:


  • Sell apartments: S$1,800M-2,200M total


  • Gross profit: S$200-600M


  • Wee Hur' s share (50%): ~S$100-300M over project life


  • Profit shows up: 2029-2031 (3-5 years from now)


Location
Upper Thomson is a growing residential neighborhood with good access to schools, shopping, and transport.

TIMELINE: When Do These Projects Deliver?

2026 2027 2028 2029-2030
Hotel opens (Q4) School construction School opens revenue starts Upper Thomson opens sales peak
  Upper Thomson breaks ground   Hotel continues yearly profit

TOTAL VALUE AT A GLANCE

Project Annual Profit Timeline Total Value
Hotel S$8-10M/year Ongoing from 2026 Growing yearly
School S$10-20M/year 30+ years from 2027 S$300-600M lifetime
Upper Thomson One-time 2029-2031 S$100-300M


Translation:  Wee Hur could create S$200-900M in total value over next 3-5 years from these three projects.

FOR SHARE JUNCTION DISCUSSION



All three projects are real and advancing:


  • Hotel Miramar: Renovation starts soon (S$160M)


  • Wycombe Abbey: Groundbreaking just completed (January 6)


  • Upper Thomson: Groundbreaking planned H2 2026 (S$614M land already won)


Profit timeline:


  • 2026-2027: Hotel opens + School construction starts = early revenue signals


  • 2028-2029: School opens + Upper Thomson construction progresses = growing visibility


  • 2029-2030: Upper Thomson sales peak + School steady income = major profit realization


For investors:  Market is pricing in successful execution of all three. If all go on schedule &rarr upside to S$0.95-1.00+. If delays occur &rarr stock re-rates.


Educational content only. Not investment advice. Do your own research.

sfw2124      ( Date: 17-Jan-2026 11:05) Posted:

CATALYST PROGRESS &mdash EXECUTION IS REAL ✅
Three major catalysts have moved from " announced" to active execution phase:

1. Wycombe Abbey International School (Hougang)
Milestone: Groundbreaking ceremony completed 6 January 2026 (11 days ago)

Joint venture: Wee Hur + Wycombe Abbey + BE Education

Track record validation: 20+ years of education development experience

Timeline: Construction phase now confirmed multi-decade revenue stream ahead

Significance: Binary outcome management has transitioned from planning to execution

2. Hotel Miramar / DoubleTree by Hilton Singapore
Status: Acquisition closed November 2025 (S$160M partnership with Aravest)

Project scope: 344 rooms, 12-month renovation targeting Q4 2026 opening

Market opportunity: Projected ADRs ~S$240 vs. prior market S$170-180

Wee Hur' s role: Minority stake through Aravest fund structure (asset appreciation + operational upside)

3. Upper Thomson Residential (S$614M)
Status: Top bidder awarded October 2025

Partnership: GSC Holdings (Wee Hur' s largest shareholder)

Phase: In approval/design phase groundbreaking expected H2 2026

Context: All three projects are in active execution or pre-construction phase as of mid-January 2026. Management credibility demonstrated through near-term project entry (not just announcements).
Good Post  Bad Post 
14-Feb-2026 10:56 DBS   /   DBS       Go to Message
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x 0


DBS closed at S$57.06 on February 13, 2026, exactly at the queried support, raising moderate likelihood (~30-40%) of further headwinds pushing below amid testing technicals.

DBS Downside Risk



Daily chart shows close at S$57.06 (low 56.80), testing January support ~S$57.25-57.40 and Bollinger lower band, with RSI ~57 (neutral), MACD crossover negative&mdash signaling pullback potential to next volume support ~S$44-50 if breached. Headwinds like NIM squeeze from rate cuts, valuation at 2.2x BV, and 2026 export slowdowns heighten risk, though hedging and buy signals from MAs limit high probability short-term.

Long-Term Holding



Holders enjoy ~5% yield (S$2.64/share quarterly, TTM) plus 130%+ 5-year gains, suiting Singapore retirees with DBS' s ROE leadership over STI ETF.​

Superior Trading Methods



These active methods can outpace buy-hold by 2-5% annualized via timing/diversification, per backtests on STI banks (higher risk).
Method STI Bank Example Edge vs. Buy-Hold
Swing Trading DBS buy S$57.06 bounce to S$60 UOB S$38.47-S$39.50.​ Multiple 3-5% swings/year.
DCA/RSP Monthly OCBC at S$21.11 via POSB Saver (~4.8% yield).​ Lowers avg. cost on dips.
Pairs Trade Long UOB S$38.47 (1.2x P/B), short DBS (premium).​ Sector-neutral gains on spreads.
ETF Rotation Nikko STI ETF (banks ~40%) on pullbacks.​ Diversified, lower vol.
 
 
 
 
 
 


huattuatua      ( Date: 13-Feb-2026 20:47) Posted:

yup, seriously dbs is 1 counter is u just put in in cdp and collect dividends 4 times a year and just see ur capital grow over a long time horizon.

Mark001      ( Date: 13-Feb-2026 17:26) Posted:

Patience will be rewarded
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31-Jan-2026 20:05 Seatrium Ltd   /   Seatrium - Sea of Hopes & Atrium of Surprises (II)       Go to Message
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WHO OWNS SEATRIUM? (Major Shareholders)

Shareholder Ownership Type Notes
Temasek Holdings Pte Ltd 37.68% Singapore sovereign wealth fund Single largest shareholder state-owned
General Public/Retail 50.7% Dispersed individual investors Collectively larger than Temasek
DBS Group Holdings 3.196% Singapore bank Financial institution
Vanguard Group 2.28% US asset manager Passive index fund
Keppel Ltd 1.96% Singapore conglomerate Former merger partner
Norges Bank Investment 1.35% Norwegian sovereign fund Global investor
BlackRock 1.31% US asset manager Passive index fund
Other Institutional ~2% Various funds & entities Dispersed
 
 


Key Insight:


  • Temasek controls 37.68% but NOT majority


  • 50.7% held by retail/public  (collective veto power)


  • Highly diversified ownership  = no single controlling entity


  • Professional investors (Vanguard, BlackRock, Norges)  add credibility   

    WHAT' S CORRECT:



    1. ✓   Perception risk IS real  (especially given legacy issues)


      • Seatrium formed from Sembcorp Marine (now defunct)


      • Under investigation by MAS & CAD for potential past offences​


      • Any insider trading appearance would be catastrophic optics


      • Valid concern in post-investigation context


    2. ✓   Management focus concern has merit


      • CEO compensation doubled to S$4.24M with significant equity component


      • Questions whether equity incentives align with performance vs. stock price


      • Could incentivize short-term stock manipulation vs. long-term value


    3. ✓   Temasek COULD implement stricter controls


      • As 37.68% shareholder, significant governance influence


      • Could mandate:


        • Explicit trading windows (more restrictive than SGX minimum)


        • Longer holding periods (2-3 years post-vesting)


        • Pre-clearance requirements for all transactions


        • Enhanced public disclosure of insider activity

    WHAT' S INCORRECT:



    1. ✗   Management is NOT " adding shares" actively


      • Most shareholding is from VESTING of performance awards (automatic)


      • Not discretionary open-market purchases (which would be problematic)


      • Directors receive shares as FEE PAYMENT component (mandated, not chosen)


      • Very different from " loading up on shares"


    2. ✗   Temasek HAS already restricted insider activity


      • Seatrium' s Code of Conduct explicitly prohibits trading on inside information​


      • Compliant with Singapore Securities and Futures Act Section 218


      • Policy exists it' s just NOT publicly detailed in investor materials


    3. ✗   Share-based compensation is STANDARD and appropriate


      • Aligns executives with shareholder value creation


      • Global best practice (Apple, Microsoft, etc.)


      • CEO owning only 0.295% is actually VERY LOW concentration


      • No indication of problematic alignment


    4. ✗   Insider trading risk is MANAGED, not unmanaged


      • All insider transactions reported within 3 business days (SGX requirement)


      • Publicly available on SGX announcements


      • Legal framework adequately covers this


Speediman      ( Date: 28-Jan-2026 13:36) Posted:

It is better that TOP management and staff focus on their jobs not adding shares. 
Temasek could have restricted them on share activities to prevent any accusation of insider trading. 






 

geographic      ( Date: 28-Jan-2026 12:04) Posted:

i think many are seatrium staff tasked to speak favorably but may not be vested. Nvr heard on SGX announcement about their top management increasing their stakes in the company. 


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31-Jan-2026 19:46 CNMC Goldmine   /   Goldminer       Go to Message
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THE REFINED VERSION OF HIS STATEMENT

What He Actually SHOULD Say (for accuracy):



" I understand that the US debt trajectory is unsustainable and the dollar' s share of global reserves is declining. Over the next 5-10 years, this structural trend likely favors hard assets. I maintain a meaningful allocation (20-30% of portfolio) to gold, silver, and Bitcoin. I buy on weakness and don' t obsess over daily prices because I have a long time horizon. The rest of my portfolio is diversified across equities, real estate, and other assets. If my macro thesis proves right, I' ll benefit from hard asset appreciation. If it' s wrong, my diversification protects me. Short-term price volatility is noise given this multi-year perspective."


Klein_Yeoman      ( Date: 31-Jan-2026 16:36) Posted:

Q: Do I care when the price of gold silver or Bitcoin go up or down? A: No. I do not care. Q: Why Not? A: Because I know the national debt of the US keeps going up and the purchasing power of the US dollar keeps going down. Q: Why worry about the price of gold, silver, Bitcoin, and Ethereum, when the world has incompetent, highly educated PhD?s?like my poor dad?. Controlling the Fed, the Treasury, and US Government? Why worry? I just keep buying more gold, silver, Bitcoin, and Ethereum and get richer. Take care. Robert Kiyosaki

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31-Jan-2026 19:34 CNMC Goldmine   /   Goldminer       Go to Message
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VALIDATION OF REPUBLIC WORLD NARRATIVE & HOT MONEY FLOW ANALYSIS

PART 1: NARRATIVE VALIDATION



The Statement: " Gold and silver prices saw a sharp decline on Friday, 31 January 2026, driven by a stronger US dollar, rising bond yields, and shifting investor sentiment toward riskier assets."

Verdict: ✓ ACCURATE BUT INCOMPLETE (7/10)

What They Got Right:



  • ✓ Gold crashed 11-12% (steepest since 2013)


  • ✓ Silver crashed 25-30% (worst day since 1980s)


  • ✓ US dollar strengthened


  • ✓ 10-year Treasury yields rose to 4.25%


  • ✓ Investor shifted to riskier assets

What They OMITTED (The Critical Part):



The narrative  misses the amplification mechanism&mdash the  leverage and margin collapse  that made this crash so violent:

The Full Causal Chain:


  1. Trigger: Trump announces Kevin Warsh as Fed Chair (known inflation hawk)


  2. Repricing: Market abandons " dovish Fed" expectations


  3. Mechanics:


    • Warsh seen as hawkish &rarr Higher real rates likely


    • Higher rates = reduced appeal of non-yielding gold/silver


    • Bond yields spike from 4.14% to 4.25%


    • Dollar strengthens


  4. But Here' s What Made It VIOLENT:


    • Precious metals rally of 2025-2026 was built on  extreme leverage


    • Silver surged 65% in 2025, +56% in January alone


    • Retail inflows to Silver ETF reached record $171M in single day


    • Futures market leverage ratios at precarious levels


  5. The Cascade:


    • Price decline begins &rarr Margin calls triggered


    • Forced liquidations accelerate &rarr Liquidity evaporates


    • Market makers withdraw &rarr Spreads widen


    • Feedback loop: selling &rarr more margin calls &rarr more forced selling


    • Result: 11-12% gold drop, 25-30% silver drop (not orderly 4-6% decline)


Why Silver fell MORE than gold: Silver has higher leverage ratios in futures more retail participation dual identity as monetary + industrial asset makes it more volatile.

Everyday      ( Date: 31-Jan-2026 18:57) Posted:



Updated 31 January 2026 at 11:03 IST

Why Did Gold and Silver Crash on Friday? Markets Reprice Metals After Warsh Appointment Shock

Gold and silver prices saw a sharp decline on Friday, 31 January 2026, driven by a stronger US dollar, rising bond yields, and shifting investor sentiment toward riskier assets. Market reactions to fresh economic data and Federal Reserve cues triggered selling pressure, leading to noticeable volatility in global precious metal prices.

https://www.republicworld.com/business/why-did-gold-and-silver-crash-on-friday-markets-reprice-metals-after-warsh-appointment-shock

 

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28-Jan-2026 17:41 YZJ Shipbldg SGD   /   The Only Shipbuilding Blue Chip in SGX!       Go to Message
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BS6 UPDATE: 28 Jan S$3.35 Close - SETUP STILL VALID! ✅



What Happened Today?
BS6 closed at S$3.35 (up from S$3.32 yesterday). That' s a GOOD sign&mdash it means  buyers won the battle today. Not perfect yet, but almost there.

What You Need to Know (Simple Version)



The Setup:  Yesterday we said " if BS6 closes above S$3.40 with good volume, it' s a BUY."

Today' s Result:  Closed at S$3.35 (missed S$3.40 by only S$0.05).

Is it dead?  NO. It' s just 5 cents short. This is like saying " almost made the goal." Still very bullish.

Tomorrow (29 Jan) - THE REAL TEST



What Needs to Happen:

✅   Good Signs (means we buy):


  • Opens higher than S$3.35


  • Closes ABOVE S$3.40


  • Heavy trading volume (> 15 million shares)


❌   Bad Signs (means we SKIP):


  • Closes below S$3.30


  • Red candle with heavy selling


  • Very light volume

IF TOMORROW WORKS (Closes > S$3.40)



Buy Levels:


  • Entry: S$3.40&ndash 3.42


  • Risk (Stop-Loss): S$3.30


Profit Targets:


  1. Quick win:  S$3.50 (sell 40% of shares) = +4.5%


  2. Bigger win:  S$3.55&ndash 3.60 (sell 35% more) = +6&ndash 7%


  3. Home run:  Hold 25% above S$3.60 for bigger upside


Timeline:  Should hit S$3.50 by close 29 Jan, S$3.55&ndash 60 by Friday 30 Jan

IF TOMORROW FAILS (Closes < S$3.40)



Then what?


  • SKIP for now.  Wait for next attempt.


  • Still bullish, just slower. Don' t FOMO.

Action Plan (Simple)



29 JAN MORNING:


  1. Watch market open (9am SGT)


  2. If opens higher than S$3.35, good sign ✅


  3. Watch closing at 5pm&mdash MUST close above S$3.40


29 JAN CLOSE (5pm):


  • ✅ If closes > S$3.40 with volume &rarr   BUY at S$3.40&ndash 3.42


  • ❌ If closes < S$3.40 &rarr   SKIP, wait for next setup


30 JAN (Friday):


  • If you bought on 29 Jan, expect rally to S$3.50&ndash 3.55


  • Take profits as planned (don' t get greedy)

Risk Management (IMPORTANT!)



  1. Position size:  Risk only S$300&ndash 500 (not your life savings)


  2. Stop-loss:  If BS6 hits S$3.30, sell immediately (controlled loss)


  3. Take profits:  Sell at S$3.50 + S$3.60 as planned (lock in gains)


  4. Don' t chase:  If it doesn' t work, there' s always next trade

Bottom Line



Today (28 Jan):  95% of the way there. Just need one more push tomorrow.

Tomorrow (29 Jan) is MAKE-OR-BREAK.  If closes > S$3.40 on good volume =  SOLID BUY  with S$3.50&ndash 60 targets by Friday.

Confidence Level: 8/10  (down from 9/10 only because didn' t hit S$3.40 today, but setup still very bullish)

TL DR:  Hold tight. Watch tomorrow' s close. If it closes above S$3.40, go for the swing trade. If not, wait for next setup. 🎯 DYODD also

sfw2124      ( Date: 27-Jan-2026 23:39) Posted:

🚀 BS6 QUICK TRADE SETUP - 28-31 JAN 2026



Stock:  BS6 (Yangzijiang Shipbuilding)
Current Price:  S$3.32 (27 Jan close)
Setup:  Hammer reversal pattern after pullback

📊 What Just Happened?



BS6 pulled back over 9 days (S$3.75 &rarr S$3.29 low).  Today it bounced back hard with a green candle at S$3.32.

In trading lingo, this is a  " hammer" &mdash picture a hammer hitting the ground. The price got pushed down, but buyers came rushing in and  stopped the sellers cold. When the dust settled, the price closed NEAR THE TOP of today' s range&mdash strong sign.

Bottom line:  The selling pressure is drying up. This could be the start of a bounce.

🎯 The Critical Test: TOMORROW (28 JAN)



Tomorrow is  make-or-break day. Here' s what matters:

✅   GOOD SIGNS (means setup is working):



  • Price closes  above S$3.40


  • Volume is heavy  (at least 15 million shares)


  • Closing candle is GREEN

❌   BAD SIGNS (means setup FAILED&mdash skip it):



  • Price closes  below S$3.30


  • Red candle tomorrow


  • Volume is super light (< 10 million shares = nobody cares)


If all three good signs show up on 28 Jan, you have a HIGH-PROBABILITY trade.

💰 Price Targets (If Setup Works) but DYODD



If 28 Jan confirms with strong close above S$3.40 + good volume:
Target When? Your Gain Confidence
S$3.50 29-30 Jan +5% Very High
S$3.55-3.60 By 31 Jan +7-8% High
S$3.65-3.75 1-3 Feb +10-13% Medium (bonus)


Tracer63      ( Date: 27-Jan-2026 14:00) Posted:

9 red candles followed by 9 green candles 😅 🎂
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27-Jan-2026 23:39 YZJ Shipbldg SGD   /   The Only Shipbuilding Blue Chip in SGX!       Go to Message
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🚀 BS6 QUICK TRADE SETUP - 28-31 JAN 2026



Stock:  BS6 (Yangzijiang Shipbuilding)
Current Price:  S$3.32 (27 Jan close)
Setup:  Hammer reversal pattern after pullback

📊 What Just Happened?



BS6 pulled back over 9 days (S$3.75 &rarr S$3.29 low).  Today it bounced back hard with a green candle at S$3.32.

In trading lingo, this is a  " hammer" &mdash picture a hammer hitting the ground. The price got pushed down, but buyers came rushing in and  stopped the sellers cold. When the dust settled, the price closed NEAR THE TOP of today' s range&mdash strong sign.

Bottom line:  The selling pressure is drying up. This could be the start of a bounce.

🎯 The Critical Test: TOMORROW (28 JAN)



Tomorrow is  make-or-break day. Here' s what matters:

✅   GOOD SIGNS (means setup is working):



  • Price closes  above S$3.40


  • Volume is heavy  (at least 15 million shares)


  • Closing candle is GREEN

❌   BAD SIGNS (means setup FAILED&mdash skip it):



  • Price closes  below S$3.30


  • Red candle tomorrow


  • Volume is super light (< 10 million shares = nobody cares)


If all three good signs show up on 28 Jan, you have a HIGH-PROBABILITY trade.

💰 Price Targets (If Setup Works) but DYODD



If 28 Jan confirms with strong close above S$3.40 + good volume:
Target When? Your Gain Confidence
S$3.50 29-30 Jan +5% Very High
S$3.55-3.60 By 31 Jan +7-8% High
S$3.65-3.75 1-3 Feb +10-13% Medium (bonus)


Tracer63      ( Date: 27-Jan-2026 14:00) Posted:

9 red candles followed by 9 green candles 😅 🎂

Waterrat      ( Date: 26-Jan-2026 13:08) Posted:

Seems like it drop non stop . It' s really unusual for yzj to dropped 9 days continuously 


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26-Jan-2026 06:18 YZJ Shipbldg SGD   /   The Only Shipbuilding Blue Chip in SGX!       Go to Message
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Impact on Valuation Thesis

Order Book Stability



  • Pre-d' Amico:  US$22.8 billion (5.0 years of revenue visibility)


  • Post-d' Amico:  US$22.9+ billion (5.0+ years visibility)


  • Implication:  Modest but steady replenishment validates guidance not transformational but directionally constructive

Earnings Visibility Through 2029



The 2029 delivery schedule extends earnings visibility into FY2028&ndash FY2029, when YZJ' s Project Hongyuan capacity expansion is fully operationalized. This creates a multi-year window for profitability expansion as operating margins improve from current 29.4% toward potential 32&ndash 35% through efficiency gains.

Valuation Justification at 9.3x P/E



With 30.67% ROE and sustained 25%+ net profit margins confirmed through this order, YZJ' s 9.3x P/E multiple is materially undervalued versus:


  • Peer average P/E: 15&ndash 18x (industry tanker builders)


  • Dividend yield: 3.55% (supports capital return program)


  • Analyst consensus target: S$3.80 (19.35% upside from S$3.34 current)

Investment Framework Update

No Change to Core Thesis



The d' Amico contract does  not alter  the fundamental investment case but provides  incremental validation:

Accumulation Levels Remain Valid: but DYODD


  • Target accumulation zone: S$3.15&ndash S$3.20 (3.5% below entry price)


  • Strong hold zone: S$3.30&ndash S$3.50 (current range supports long accumulation)


  • Profit-taking target: S$3.80&ndash S$3.90 (analyst consensus) for 15&ndash 20% of position


Key Performance Indicators to Monitor:


  1. Q1 2026 Order Announcements  (Due by March 31): If YZJ announces US$3&ndash 4 billion in orders, 9.3x P/E becomes extraordinarily attractive


  2. Project Hongyuan Completion Status  (Expected EOY 2026): Track capex burn and capacity ramp timeline


  3. Order Book Replenishment Rate  (Monitor quarterly): Target US$5&ndash 6 billion per annum to maintain 5+ year visibility


  4. Margin Trajectory  (H2 2025 onwards): Watch for sustained 30%+ net margins as pricing stabilizes

Conclusion



The d' Amico MR2 order represents a confidence signal rather than a game-changer. It validates that:


  • YZJ remains competitive for tier-1 European shipowners


  • The product tanker segment maintains healthy demand through 2029


  • Order capture momentum has entered 2026 positively


  • Profitability sustainability at 25%+ ROE remains on track


 


References:
Business Times, " Yangzijiang Shipbuilding bags orders worth US$2.2 billion" (Nov 17, 2025)
MiniChart, " Yangzijiang Shipbuilding 2025 Business Update" (Nov 16, 2025)
The Smart Investor, " Seatrium vs YZJ: Which Stock Will Do Better in 2025/2026" (Nov 12, 2025)

Winnertakeall      ( Date: 25-Jan-2026 00:53) Posted:


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