MilkTeaBro
MilkTeaBroCertificated Individuals
Tiger Certification: A retail investor with more than 20 years investment experience
52Follow
7832Followers
2Topic
0Badge

HK stocks Connections in Jurong East: Infrastructure, Groceries, and Everyday Charm

Strolling through Jurong East, Singapore, I noticed the quiet but visible presence of Chinese involvement in local infrastructure—$CHINA COMM CONS(01800)$   efforts have contributed to the expansion of Singapore’s MRT network. Nearby, a Chinese supermarket stocks familiar staples like $TINGYI(00322)$  instant noodles and soft drinks, catering to homesick expats and curious locals alike. Just around the corner, a $MNSO(09896)$   store displays an array of charming and affordable toys, adding a touch of playful color to the neighborhood.
HK stocks Connections in Jurong East: Infrastructure, Groceries, and Everyday Charm
$FE HORIZON(03360)$ Trimmed the position for market swing trading 
$BYD COMPANY(01211)$ Buy the dip for market swing trading 
$YUE YUEN IND(00551)$ Close position for profits 

Jiangxi Copper’s pursuit of SolGold

I support Jiangxi Copper’s pursuit of SolGold—even at a higher acquisition price. Copper faces a profound structural imbalance between supply and demand over the next decade. We are entering an era defined by AI, electrification, and the green energy transition—all of which are incredibly copper-intensive. Think data centers, power grids, electric vehicles, and renewable energy infrastructure. According to open-source projections, global copper demand over the next 10 years could surpass the total amount of copper humanity has ever mined in history. On the supply side, however, investment in new copper mining capacity has significantly lagged over the past decade, largely due to prolonged bearish market conditions. Developing a new mine is a capital-intensive, time-consuming process—often
Jiangxi Copper’s pursuit of SolGold
avatarMilkTeaBro
12-13 07:33
avatarMilkTeaBro
12-13 07:33
$FE HORIZON(03360)$ Added position, take advantage of volatility.
$BOC HONG KONG(02388)$ Trimmed position at break-even price. I am happy to buy the dip 2-3 days ago.

PC Partner Solely Listed in Singapore: A High-Yield, Geopolitically Strategic Play in the AI GPU Era

Following a strategic corporate restructuring, PC Partner Group Limited (SGX: PCT)—formerly dual-listed as 1263.HK on the Hong Kong Stock Exchange—has completed a voluntary delisting from HKEX, with its shares ceasing trading on 8 January 2026 and full migration to the Singapore Exchange (SGX) under the ticker PCT.SI. This transition is not merely administrative; it is a deliberate move to enhance the company’s position in the global AI hardware supply chain, particularly with NVIDIA. Strategic Rationale: Securing NVIDIA Partnership in a Fragmented World According to official announcements, the primary motivation for the SGX-only listing is to strengthen supply chain stability with NVIDIA and secure eligibility for next-generation GPU allocations, including the upcoming RTX 50 Series (Blac
PC Partner Solely Listed in Singapore: A High-Yield, Geopolitically Strategic Play in the AI GPU Era
$FE HORIZON(03360)$ Completed a T+0 trade with a gross profit of 5%. There appears to be significant institutional activity behind the move—likely signaling further upside.   Far East Horizon’s core business involves providing financing across various industries. For instance, the heavy machinery sector is currently in an uptrend—evident from companies like Zoomlion—suggesting lower near-term concerns about bad loans.
$FE HORIZON(03360)$ Added position, it's good value for me, it let me earn 5% in two days. I don't understand why it can fluctuate so much.
$MNSO(09896)$ Added a hand below my holding cost.
$FE HORIZON(03360)$ Trimmed position for profits 
$WUXI APPTEC(02359)$ Trimmed position at minor profits 
$JIANGXI COPPER(00358)$ Copper is highly likely to face a supply deficit in 2026, primarily driven by the triple demand surge from power infrastructure, AI data centers, and electric vehicles, while supply remains constrained by aging mines and lagging capital expenditures. Combined with the Federal Reserve's expected interest rate cuts, copper prices are poised to enter an upward trend from the second half of 2025 through 2026.
$MNSO(09896)$ Against the macro backdrop of a declining real estate market and weakening wealth expectations, MINISO’s “small joys and instant pleasure” consumption model has become an affordable “happiness substitute” for young people. While it doesn’t solve fundamental problems, it offers an emotional outlet—making it one of the most resilient consumer categories during economic downturns.
$Wilmar Intl(F34.SI)$ Completed a T trading for my today meal.
$GEELY AUTO(00175)$ Trimmed position at minor profits 
$Wilmar Intl(F34.SI)$ Plan A , T trading for coffee money; plan B, a few days holding for 5% profits; plan C , buy and hold for dividend.

Go to Tiger App to see more news