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SGX Counters, Discussion on Counters in the SGX
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harmonics3
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Oct 14 2022, 11:05 AM
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QUOTE(TOS @ Oct 13 2022, 01:35 PM) Better than MYR FD.. time to diversify
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harmonics3
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Oct 15 2022, 12:32 PM
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QUOTE(TOS @ Oct 14 2022, 12:15 PM) Ya bro. Another 2 more 75bp rate rise by the Fed will mean 4.75 to 5% p.a. fed fund rate in December. Assume 50bp spread behind US rate due to appreciating SGD, you may see 4.5% p.a. for 6M SG T-bill by the end of this year. Ya, thanks to your tips, just started with 6M T-bills @ 3.3% p.a. 2~3 weeks back. If it hits 4.5% p.a. can consider lock in 1-yr. QUOTE(Hansel @ Oct 14 2022, 01:07 PM) YES bro,  ... better than MYR FD today,... means even if it's expensive to convert into the SGD, you will earn back from a good SGD fixed income return. Yes, only started converting since last month seeing how MYR has been depreciating against SGD lately... Also planning to buy some S-REITs which are "on sale" now due to high interest rates.
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harmonics3
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Oct 17 2022, 02:15 PM
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QUOTE(Hansel @ Oct 15 2022, 12:45 PM) Glad my comment has helped you, bro,... Emm,... don't lock-up your funds. If you lock-in for one year, the moment inflation has peaked in SG, you need to deploy FASTER into SREITs before the prices runaway. I heard from some chat groups yesterday that SG inflation has peaked. QUOTE(TOS @ Oct 15 2022, 02:46 PM) Ya that's correct, but the problem is we don't know when the yields would have peaked. And there might be some delays between run-up and yield peaking if the crisis and market stress drag on for some time. Just my 2 cents, as long as harmonics3 manage his cash flow well liquidity shouldn't be an issue I think. Yes, just test water only with small amounts.. will keep more for bottom fishing in the market.. where to park the SGD funds while waiting to fish?
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harmonics3
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Oct 27 2022, 01:36 PM
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QUOTE(TOS @ Oct 27 2022, 01:17 PM) BS22121F 6M T-bill result out! https://www.mas.gov.sg/bonds-and-bills/auct...date=2022-11-01(PDF version): https://www.mas.gov.sg/-/media/MAS/SGS/SGS-...E1740EB9179768ACut-off: 4.19% p.a. Median: 3.9% p.a. Average: 3.44% p.a. Bid-to-Cover Ratio: 2.38 % of Competitive Applications at Cut-off Allotted: Approximately 14% Indeed close to what I bid  Non-comp nearing the 40% limit... 1.8 billion allocated out of 4.6 billion, or about 39%. Cut-off of 4.19% means those who submitted competitive bid below (say at 4% or 4.1%) will still get 4.19% right?
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