$MAPLETREE NORTH ASIA COMM TR(RW0U.SI)$$MAPLETREE COMMERCIAL TRUST(N2IU.SI)$ Merger news are out.Each MACT unit can be converted to:0.5009 MCT units + $0.1912Or 0.5964 MCT unitsHowever with MCT, Dividends yield will drop to 4.7%, current MACT dividend uield is about 6%. So basically you are selling the golden egg at a premium.MCT also get to buy the assets at NAV, whichis a good deal given the avg valuation of reits is about 1.1-1.2x P/BSo MCT gets a very good deal. NAC can also shed its reputation of being a HK stock. But in terms of benefits, MCT benefit more. 

Based on seasonality, the nasdaq has increased in July for last 5 years. Hope that the trendcontinues For a mini reversal

Anyone has a R To give away?https://www.tigerbrokers.com.sg/activity/market/2022/8th-anniversary/?adcode=20220523112514&lang=en_US&skin=1&os=iOS&type=ask&letterKey=R&uuid=3574455472493609&invite=BEV0TQ&platform=iOS&shareID=714bf1d987359d7cc6b9bc2c6fed4805&utm_source=invite&utm_campaign=20220523112514&utm_medium=copy#

$TENCENT(00700)$the faster napier sells thebetter. The shareholder doesnt add value to tencent. Just look at their own company status And investments so far. i can say most are poor.Tencent remains their lifeline And instead of selling their other Non profitable assets, they went to sell theirgolden goose. Poor strategy. 

$MAPLETREE COMMERCIAL TRUST(N2IU.SI)$Investors should have received the letter of offer for the preferential Issue at $2.03My suggestion is DO NOT subscribe to it. Current price is $1.8. There is no reason to pay above current market price.As mapletree will fork out the money, it is a real good stock now at $1.8. Thinking of buying more. 

$Lendlease Global Commercial REIT(JYEU.SI)$The rights issue is 1.4x subscribed. Hence over next few days there will be some weakness and opportunists will sell out. Hence likelihood it will balance at about 0.74-0.77. Hold tight for long term

$Adobe(ADBE)$The earnings are good and beat estimates. Guidance was honest and take into account the reduced revenues from Russia and Ukraine due to the war. The analysts clearly did not cater for war effects And instead screamed the guidance is poor. A couple if weeks ago, JPM foolishly rated baba at $65 to short chinese stocks. That showed us analysts are foolish and doesnt know how to value a stock. Hence, ignore the lousy analysts estimates and do your own dilligence. Clearly syndicates wanted to short tech stocks and will find all sorts of lousy nitty gritty reasons to do so.

$Meta Platforms, Inc.(FB)$Many are asking whether can buy. For sure you can buy now and if u go forward 3 years, it should be profitable. Revenue and Cash flow increased. But diversification is now ongoing into metaverse and hence EPS dropped. Buy in tranches. Example: First buy 25%, 2nd buy another 25-50% and so on. Also We never know when is bottom, so spread the tranches into several days or weeks. FB will continue to be profitable. Instagram is hot and belongs to FB for those who dont know. Whatsapp is not monetised yet. Imagine they put non-invasive ads on it. There are manyopportunities for fb to increase their revenue. 

$Tesla Motors(TSLA)$Tesla show a bearish englufing candle last week. It means it is likely to go down further.Dont rush to buy. Good support is at 795 where the 200ema is. Next support is at $680 and $562.MM is likely to push down the price Next few months. Hope the support can hold. My view is i will only buy 10% allocation at 795, 30% at680 and full allocation at $562.

The chinese EVs annouced their deliveries. The high increase in deliveries will offset the ceassation ofsubsidies. Take profit first if u can, then observe the impact to Q1 Q2 financials, as it is likely to decreasesubstantially  $NIO Inc.(NIO)$$XPeng Inc.(XPEV)$