POEMS StocksBNB

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Updated: May 25, 2026 at 8:39 PM

POEMS StocksBNB

This channel is hosted by Phillip Securities Research. Disclaimers apply.

@stocksbnb is a growing community focused on phillip and disclaimers and related topics

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Total: 5.9K

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Latest Posts

POEMS StocksBNB

May 18, 2026, 11:16 AM

Curated Headlines for 14 May 2026

South China Morning Post

Tencent misses first-quarter revenue estimates, bets on AI for new growth
https://www.scmp.com/tech/article/3353445/tencents-misses-first-quarter-revenue-estimates-bets-ai-new-growth?module=top_story&pgtype=section

Tesla lures budget-conscious Chinese buyers with cheap loans ahead of state visit by Trump
https://www.scmp.com/business/china-business/article/3353446/tesla-lures-budget-conscious-chinese-buyers-cheap-loans-ahead-state-visit-trump?module=top_story&pgtype=section

The Business Times

AI boom: AEM quadruples Q1 profit to S$14.3 million, raises FY2026 revenue guidance by 20%
https://www.businesstimes.com.sg/companies-markets/ai-boom-aem-quadruples-q1-profit-s14-3-million-raises-fy2026-revenue-guidance-20?ref=home-top-stories-4

Oil settles lower on US rate hike fears; investors watch Trump-Xi meeting
https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-settles-lower-us-rate-hike-fears-investors-watch-trump-xi-meeting

The Wall Street Journal

Kevin Warsh Is Confirmed as Fed Chair in 54–45 Senate Vote
https://www.wsj.com/economy/central-banking/kevin-warsh-fed-chair-senate-vote-9eab1277?mod=hp_lead_pos1

981

POEMS StocksBNB

May 18, 2026, 11:16 AM

StocksBNB
https://www.stocksbnb.com/reports/prime-us-reit-steady-growth-in-occupancy/

➖ ➖

918

POEMS StocksBNB

May 18, 2026, 11:16 AM

StocksBNB
https://www.stocksbnb.com/reports/9992-hk/

➖ ➖

956

POEMS StocksBNB

May 18, 2026, 11:16 AM

StocksBNB
https://www.stocksbnb.com/reports/magnificent-7-monthly-apr-26-1q26-earnings-beat-power-sharp-rebound/

➖ ➖

941

POEMS StocksBNB

May 18, 2026, 11:16 AM

StocksBNB
https://www.stocksbnb.com/reports/pop-mart-9992-hk-concentration-and-operating-cost-concerns-emerge/

➖ ➖

896

POEMS StocksBNB

May 18, 2026, 11:16 AM

StocksBNB
https://www.stocksbnb.com/reports/applovin-corp-robust-ad-momentum-ahead-of-axon-global-launch/

➖ ➖

1,040

POEMS StocksBNB

May 18, 2026, 11:16 AM

Curated Headlines for 13 May 2026

South China Morning Post

China’s Hengrui seals US$15.2 billion deal with US pharmaceutical giant BMS
https://www.scmp.com/business/china-business/article/3353263/chinas-hengrui-seals-us152-billion-deal-us-pharmaceutical-giant-bms?module=top_story&pgtype=section

Emerging markets rebound on inflows as Xi-Trump talks eyed for momentum
https://www.scmp.com/business/money/money-news/article/3353232/us583-billion-flows-back-emerging-markets-geopolitical-panic-blows-over?module=top_story&pgtype=section

The Business Times

Oil settles higher as hopes of peace in the Middle East dwindle
https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-settles-higher-hopes-peace-middle-east-dwindle

The Wall Street Journal

Wall Street Is Getting More Anxious About Long-Term Inflation
https://www.wsj.com/finance/investing/wall-street-is-getting-more-anxious-about-long-term-inflation-8c6dd06d?mod=hp_lead_pos1

China’s ‘Two Billion Feet’ Are Suddenly Running From Nike
https://www.wsj.com/business/retail/nike-china-competition-running-shoes-fbd3b8c6?mod=hp_lead_pos7

969

POEMS StocksBNB

May 18, 2026, 11:16 AM

Curated Headlines for 12 May 2026

South China Morning Post

Chinese smart cars set to control 20% of western European market by 2028: JPMorgan
https://www.scmp.com/business/china-business/article/3353170/chinese-smart-cars-set-control-20-western-european-market-2028-jpmorgan?module=top_story&pgtype=subsection

Chinese 6-seat electric SUVs to stand out amid weak domestic sales, Morgan Stanley says
https://www.scmp.com/business/china-evs/article/3353028/chinese-6-seat-electric-suvs-stand-out-amid-weak-domestic-sales-says-morgan-stanley?module=top_story&pgtype=subsection

The Business Times

Oil prices settle higher after Trump says Iran ceasefire ‘on life support’
He dismissed Teheran’s response to a US peace proposal as ‘stupid’
https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-prices-settle-higher-after-trump-says-iran-ceasefire-life-support

US stocks: Wall Street pauses after record run as US-Iran talks stall
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/us-stocks-wall-street-pauses-after-record-run-us-iran-talks-stall

1,170

POEMS StocksBNB

May 18, 2026, 11:16 AM

StocksBNB
https://www.stocksbnb.com/reports/shopify-inc-positioned-for-the-rise-of-ai-commerce/

➖ ➖

927

POEMS StocksBNB

May 18, 2026, 11:16 AM

StocksBNB
https://www.stocksbnb.com/reports/airbnb-inc-modest-booking-and-adr-growth/

➖ ➖

1,150

POEMS StocksBNB

Mar 27, 2026, 12:13 AM

StocksBNB
https://www.stocksbnb.com/reports/adobe-inc-sharp-rise-in-creative-usage/

➖ ➖

1,100

POEMS StocksBNB

Mar 27, 2026, 12:13 AM

📷 Photo

920

POEMS StocksBNB

Mar 27, 2026, 12:13 AM

Curated Headlines for 19 March 2026

South China Morning Post

China-based Cosco Shipping Ports expects ‘limited’ impact from Iran conflict
Unit of Cosco Shipping reports 1.1 per cent profit increase on 6.2 per cent rise in throughput in 2025
https://www.scmp.com/business/china-business/article/3347064/china-based-cosco-shipping-ports-expects-limited-impact-iran-conflict?module=top_story&pgtype=section

Korea, Taiwan chip sectors most exposed to helium shortage amid Middle East war: Fitch
https://www.scmp.com/tech/article/3347005/korea-taiwan-chip-sectors-most-exposed-helium-shortage-amid-middle-east-war-fitch?module=top_story&pgtype=section

The Business Times

Oil extends gains to rise 5.6% after Iran attacks Gulf energy facilities
The war has halted shipments via the Strait of Hormuz, which handles 20% of global oil and LNG supply
https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-extends-gains-rise-5-6-after-iran-attacks-gulf-energy-facilities

US Fed leaves interest rates unchanged, expects inflation to rise
Oil prices have jumped from below US$80 a barrel to US$108 ahead of the central bank’s policy decision
https://www.businesstimes.com.sg/international/us-fed-leaves-interest-rates-unchanged-expects-inflation-rise

The Wall Street Journal

Gulf States Want the U. S. to Cripple Iran’s Regime Before Ending the War
In pivot for region that had courted Tehran, Gulf leaders now insist that Iran must be rendered incapable of future attacks
https://www.wsj.com/world/middle-east/us-iran-war-gulf-states-strikes-7f12acb2?mod=WSJ_home_mediumtopper_pos_4

Micron Sales Nearly Triple Amid Tight Memory Supply
The memory-chip maker says results were driven by strong demand and the industry’s tight supply for memory
https://www.wsj.com/business/earnings/micron-sales-nearly-triple-amid-tight-memory-supply-e46ddd64?mod=lead_feature_below_a_pos1

POEMS StocksBNB

Mar 27, 2026, 12:13 AM

StocksBNB
https://www.stocksbnb.com/reports/phillip-macro-update-inflation-keeps-fed-on-hold/

➖ ➖

1,010

POEMS StocksBNB

Mar 27, 2026, 12:13 AM

Curated Headlines for 18 March 2026

South China Morning Post

China’s Oppo doubles down on foldable smartphones as potential Apple entry looms
https://www.scmp.com/tech/article/3346829/chinas-oppo-doubles-down-foldable-smartphones-potential-apple-entry-looms?module=top_story&pgtype=section

US reshoring drive casts shadow over China’s contract drug makers: analyst
https://www.scmp.com/business/china-business/article/3346911/us-reshoring-drive-casts-shadow-over-chinas-contract-drug-makers-analyst?module=top_story&pgtype=section

The Wall Street Journal

Tesla, LG Bet on U. S. Batteries With $4.3 Billion Michigan Plant
Tesla needs tariff-free cells for its fast-growing energy storage business
https://www.wsj.com/business/autos/tesla-lg-bet-on-u-s-batteries-with-4-3-billion-michigan-plant-9591b12c?mod=hp_lead_pos4

Nvidia Says It Is Restarting Production of AI Chips for Sale in China
CEO Jensen Huang says company’s supply chain is ‘fired up’ after months of mixed signals from the Chinese market
https://www.wsj.com/tech/ai/nvidia-says-it-is-restarting-production-of-ai-chips-for-sale-in-china-eea7029e?mod=hp_lead_pos5

The Business Times

Oil prices settle up 3% after renewed Iranian attacks on UAE
The Iran war shows no signs of abating
https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-prices-settle-3-after-renewed-iranian-attacks-uae

Prudential posts 12% rise in new business profit, flags US$7 billion shareholder returns
The company says that it now expects to return more than US$7 billion to shareholders over the 2024 to 2027 period
https://www.businesstimes.com.sg/companies-markets/banking-finance/prudential-posts-12-rise-new-business-profit-flags-us7-billion-shareholder-returns

China oil majors resume seeking Russian oil after 4-month halt: sources
This is to head off supply shortages caused by the war in the Middle East
https://www.businesstimes.com.sg/companies-markets/energy-commodities/china-oil-majors-resume-seeking-russian-oil-after-4-month-halt-sources

POEMS StocksBNB

Mar 27, 2026, 12:13 AM

StocksBNB
https://www.stocksbnb.com/reports/magnificent-7-monthly-feb-26-february-pullback-from-ai-roi-scepticism/

➖ ➖

914

POEMS StocksBNB

Mar 27, 2026, 12:13 AM

📷 Photo

Dear Client,

Reminder: Tomorrow is the last day to participate in the LionGlobal Singapore Physical Gold ETF IOP!

Don’t miss your chance to enjoy:

- 0% commission fees
- 💰 Up to S$600 Cash Credit*
- Earn S$12 Cash Credit for every US$5,000 subscribed*
- First 20 investors to subscribe a minimum of US$250,000 will receive a 1g gold bar!*

Don't miss this launch offer. Learn more and invest now! Applications close at 5PM tomorrow, 19 March 2026!
https://www.poems.com.sg/lionglobal-singapore-physical-gold-etf/

*T&Cs apply

966

POEMS StocksBNB

Mar 27, 2026, 12:13 AM

Here’s how your LionGlobal Singapore Physical Gold ETF units are backed by physical gold:

During IOP (6–19 Mar 2026):
• USD 5/unit subscription → pooled to buy gold
• Gold purchase expected: 20 Mar 2026
• Price based on LBMA Gold Price AM

Your Gold Exposure:
• Depends on units held & gold price at purchase
• Example: 1,000 units ≈ 1 oz if gold = USD 5,000/oz

After Purchase:
• Gold price movements between the purchase date and the listing date will be reflected in the ETF’s value
• Trades on SGX like a stock once listed, with prices reflecting the value of the underlying physical gold

Key Takeaways:
✅ Fully backed by physical gold bars
✅ Allocated gold vaulted & fully insured
✅ Aims to closely track LBMA Gold Price AM

📊 See infographic below for a visual guide.

956

POEMS StocksBNB

Mar 27, 2026, 12:13 AM

StocksBNB
https://www.stocksbnb.com/reports/chicmax-2145-hk-profit-alert-demonstrates-resilience-multi-brand-portfolio-entering-harvest-phase/

➖ ➖

1,190

POEMS StocksBNB

Mar 27, 2026, 12:13 AM

StocksBNB
https://www.stocksbnb.com/reports/2145-hk-2/

➖ ➖

1,240

POEMS StocksBNB

Mar 24, 2026, 12:13 PM

Curated Headlines for 17 March 2026

South China Morning Post

Leapmotor’s Stellantis tie-up pays off as EV exports jump nearly 400% last year
The Hangzhou-based carmaker exported 67,052 units in 2025, up from 13,726 in 2024, according to an exchange filing
https://www.scmp.com/business/china-evs/article/3346786/leapmotors-stellantis-tie-pays-ev-exports-jump-nearly-400-last-year?module=top_story&pgtype=subsection

Hong Kong attracts wave of biotech IPO filings amid AI drug research boom
https://www.scmp.com/business/banking-finance/article/3346710/hong-kong-attracts-wave-biotech-ipo-filings-amid-ai-drug-boom?module=top_story&pgtype=section

The Wall Street Journal

U. S. Allies Rebuff Trump’s Demand for Help Opening Strait of Hormuz
Germany, Australia and Japan say they won’t be joining U. S. efforts, while the U. K. and France say they are willing to discuss options
https://www.wsj.com/world/u-s-allies-rebuff-trumps-demand-for-help-opening-strait-of-hormuz-33da9777?mod=WSJ_home_mediumtopper_pos_1

If Seizing Iran’s Nuclear Material Is the Endgame, Here’s What It Would Take
Gaining control of Iran’s enriched uranium would be difficult, but leaving it there is dangerous too
https://www.wsj.com/world/middle-east/if-seizing-irans-nuclear-material-is-the-endgame-heres-what-it-would-take-7a939b2e?mod=WSJ_home_mediumtopper_pos_3

The Business Times

Nvidia expects to make US$1 trillion from AI chips through 2027
The company has pushed beyond its hallmark of graphics processing units which are used to train and run AI software
https://www.businesstimes.com.sg/international/global/nvidia-expects-make-us1-trillion-ai-chips-through-2027

1,180

POEMS StocksBNB

Mar 24, 2026, 12:13 PM

StocksBNB
https://www.stocksbnb.com/reports/oracle-corp-strength-in-ai-infrastructure/

➖ ➖

1,180

POEMS StocksBNB

Mar 24, 2026, 12:13 PM

StocksBNB
https://www.stocksbnb.com/reports/sg-bonds-week-12-sgs-yields-rose-wow/

➖ ➖

990

POEMS StocksBNB

Mar 23, 2026, 04:38 AM

StocksBNB
https://www.stocksbnb.com/reports/wee-hur-holdings-ltd-construction-and-worker-dorm-anchor-growth/

➖ ➖

991

POEMS StocksBNB

Mar 22, 2026, 07:57 PM

Curated Headlines for 16 March 2026

Barron’s

Stock Futures Barely Budge As Oil Prices Edged Higher
U. S. stock futures were drifting lower on Sunday night after President Donald Trump called on other nations over the weekend to help with securing safe passage through the Strait of Hormuz, a critical waterway for oil shipments that has effectively closed because of the Iran conflict.
https://www.barrons.com/articles/stock-futures-barely-budge-as-oil-prices-edged-higher-e3d53c3a?mod=hp_minor_pos23&_gl=1*1j96v8j*_gcl_au*MTY2NjYwMDE2Ny4xNzY2MDI2MDY0*_ga*MTg1MTU0Njg3Ny4xNzQyMzQzMTEw*_ga_K2H7B9JRSS*czE3NzM2MTY5NDgkbzMwMyRnMSR0MTc3MzYxNzExMCRqMzkkbDAkaDYxMjUxNDI1MA

South China Morning Post

China AI start-up Moonshot snags funds at US$18 billion valuation
Firm aims to raise US$1 billion, which would more than quadruple its valuation compared with three months ago
https://www.scmp.com/tech/big-tech/article/3346659/china-ai-start-moonshot-snags-funds-us18-billion-valuation?module=top_story&pgtype=section

Carpool: Chinese giants use idled foreign plants to fuel global expansion
https://www.scmp.com/business/china-business/article/3346472/carpool-chinese-giants-use-idled-foreign-plants-fuel-global-expansion?module=top_story&pgtype=section

The Business Times

Bahrain’s Alba shuts 19% of aluminium capacity as Hormuz disruption continues
The company has initiated a controlled shutdown of three lines
https://www.businesstimes.com.sg/international/update-2-bahrains-alba-shuts-19-aluminium-capacity-hormuz-disruption-continues

Oil poised for further gains as Middle East conflict threatens export facilities
Brent and WTI have surged more than 40% so far this month
https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-poised-further-gains-middle-east-conflict-threatens-export-facilities

The Wall Street Journal

White House Tries to Build Coalition on Iran to Address Energy Crisis
The Trump administration is asking other countries to help escort ships through the Strait of Hormuz, but a deal isn’t set
https://www.wsj.com/politics/national-security/white-house-tries-to-build-coalition-on-iran-to-address-energy-crisis-803e2f32?mod=WSJ_home_mediumtopper_pos_1

Oil Industry Warns Trump Administration Fuel Crunch Will Likely Worsen
Oil executives told officials in White House meetings the closure of the Strait of Hormuz may push up oil prices further
https://www.wsj.com/business/energy-oil/oil-industry-warns-trump-administration-energy-crisis-will-likely-worsen-0a5c8b1a?mod=WSJ_home_mediumtopper_pos_2

POEMS StocksBNB

Mar 22, 2026, 07:57 PM

StocksBNB
https://www.stocksbnb.com/reports/geo-energy-resources-ltd-going-for-the-trifecta-win/

➖ ➖

895

POEMS StocksBNB

Mar 21, 2026, 12:13 PM

📷 Photo

Dear Valued Customer,

🇺🇸 US vs 🇸🇬 Singapore Equities — Where are the real opportunities?

The S&P 500 is one of the most widely analysed markets in the world. But could Singapore equities that are often overlooked offer compelling opportunities with strong dividends and resilient sectors?

Join Mr Kunhee Park, Vice President & ETF Equities Strategist (APAC) at State Street Investment Management, as he shares insights on both markets and the key drivers ahead.

📊 Topic: US & Singapore Equities – One Over-Analysed, One Overlooked
📅 Date: 23 Mar 2026 (Mon)
🕖 Time: 7:00pm – 8:00pm
📍 Venue: Phillip Investor Centre @ Raffles City Tower

🎟 Limited seats available — register now to secure your seat.
https://www.eventbrite.sg/e/us-and-singapore-equities-one-over-analysed-one-overlooked-tickets-1983838975780?aff=Telegram

1,040

POEMS StocksBNB

Mar 19, 2026, 02:23 AM

Curated Headlines for 13 March 2026

South China Morning Post

BMW sees smoother road ahead in China after sales skid in 2025
https://www.scmp.com/business/china-business/article/3346403/bmw-sees-smoother-road-ahead-china-after-sales-skid-2025?module=top_story&pgtype=section

Hong Kong poised to grant first stablecoin licences to HSBC, Standard Chartered: sources
https://www.scmp.com/business/cryptocurrency/article/3346311/hong-kong-poised-grant-first-stablecoin-licences-hsbc-standard-chartered-sources?module=top_story&pgtype=section

The Business Times

Oil settles up 9% as Iran vows to keep Strait of Hormuz closed
Middle East Gulf countries have cut total oil production by at least 10 million barrels per day
https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-settles-9-iran-vows-keep-strait-hormuz-closed

Bitcoin weakens as oil surges back above US$100 on Iran war
The cryptocurrency is down as much as 2% after attacks on two tankers in Iraqi waters
https://www.businesstimes.com.sg/wealth/crypto-alternative-assets/bitcoin-weakens-oil-surges-back-above-us100-iran-war

The Wall Street Journal

Oil Markets Brace for Lasting Turmoil in the Gulf
Analysts are now forecasting longer-lasting upheaval—and higher crude prices
https://www.wsj.com/business/energy-oil/oil-markets-new-reality-the-gulf-disruption-isnt-going-to-end-soon-e635837d?mod=WSJ_home_mediumtopper_pos_2

Tesla’s Grand Plan for the Future Is a Car With No Steering Wheel
Musk’s vision for Tesla rests on the fully driverless Cybercab, but regulations could stand in the way
https://www.wsj.com/business/autos/teslas-grand-plan-for-the-future-is-a-car-with-no-steering-wheel-5e867137?mod=hp_lead_pos3

1,200

POEMS StocksBNB

Mar 19, 2026, 02:23 AM

https://youtube.com/live/BOsJT1y9tfc?feature=share

993

POEMS StocksBNB

Mar 19, 2026, 02:23 AM

StocksBNB
https://www.stocksbnb.com/reports/singapore-banking-monthly-earnings-supported-by-fee-income/

➖ ➖

983

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