$纳峰科技(MZH.SI)$ $NanofilmTA wise, some fun numbers/price points to watch 4.444, Fib x0.786: break it, for a big run-up; any time now? 5.555, Fib x0.500: I see this as the next target; possible? Business update summary, 10/2021Great! You got to see potential...business peak in Q4 and 2022, consistent with market expectation. 3C customers, peak shifted to Q4, spill over to 2022; keyword: substantial growth Revenue diversification: other key customers, 33% to 39% Nano production: started MASS production in micro-lens array IEBC: substantial growth, equipment for factory expansion, customers and Sydrongen Sydrogen: pilot production; big potential M&A: Miller Technologies, 10-years as supplier, should be good!

Inst Buy & SellWeek of Nov 29, 2021Data From SGX ResearchMy observations-a). BIG SELLING week by the BBs (/Big Boys), knee-jerking to Omicron, and Powell’s inflation commentary (retiring the term “transitory”), I guess; while RIs (/Retail Investors) were easy buying on the dip!Bravo to RIs! You guys got a lot of money!b). BBs sold big on recovery/cyclical plays SIA, Singtel, CDG, CICT, Thaibev and so on, and fled to quality counters like DBS, CLI, UOL, KDC, etc etc. For SPH, arbitrage opportunity?c). Both BBs and RIs bought big on DBS; nevertheless BBs seems to prefer DBS over UOB and OCBC. RIs bought all of them. Love their banks.d). Just some contrasts or exchanges of hands: BBs took over AEM, Starhub, UOL from RIs; RIs took over CDG and ThaiBev from BBs. Well, I like them all. LOLWh

Inst Buy & SellWeek of Dec 6, 2021SGX ResearchMy observations-a). Compare with the previous week, market had become much quieter, with reduced buy and sell dollar values from both BBs and RIs. Well, holidays are drawing close.b). BBs bought big on DBS, UOB, SGX and so on, while sold big on CICT, A-Reit, STE, SIA etc etc. More selling than buying.c). BBs continued to nibbled CLI and AEM away from RIs, while offloaded ThaiBev to RIs. Not sure why RIs let go their CLI and AEM.d). For newly listed Digital Core Reit (DCRU), RIs accumulated while BBs sold, maybe sold some of their IPO allotment after price run-up. DCRU has a yield of 4%, not that attractive? Need to watch the dynamics.You see anything interesting?$星展集团控股(D05.SI)$ 

Inst Buy & Sell, data from SGX ResearchWeek of 15 Nov 2021My observations to share with all -a). BBs (Inst Investors) bought big on banks $DBS(D05.SI),$OCBC Bank(O39.SI), blue chip $ST Engineering(S63.SI) and $Venture(V03.SI); sold big on $SingTel(Z74.SI) $ComfortDelGro(C52.SI) $SIA(C6L.SI) etc.b). Noticeably BBs continued to buy $AEM(AWX.SI); while RIs (Retail Investors) sold on AEM, I guess taking profit? Also $UMS(558.SI)c). RIs bought big on SIA CDG Singtel as recovery plays; RIs seemed to be more positive on $CapitaLandInvest(9CI.SI) and $SGX(S68.SI) than BBs.d). Last, $ThaiBev(Y92.SI). Actually nothing reported in the data; so I speculate all, BBs and RIs alike, have taken their positions, and waiting for earnings report Nov 26?What do you think?