Stocks Insights

Dividend Portfolio Review for 1Q 2026

Market dips can't stop a 36% ROI. Read why I'm selling MY REITs and how strong fundamentals and dividend hikes in my HK portfolio offset the noise.

Apr 6 • Thomas Chua

March 2026

Why I’m Pivoting Away from Malaysian REITs

Malaysia killed the 10% REIT tax shield. Find out how it impacts your dividend portfolio yield.

Mar 23 • Thomas Chua

The 2026 SaaSpocalypse: AI Threat or Generational Buy?

Are AI agents destroying SaaS? Software stocks plunged 35%, but RPO data tells a different story. Find out more here.

Mar 16 • Thomas Chua

Deep Insights: Tenaga National Berhad

Here's why I believe Tenaga Nasional’s dividend could be poised for meaningful growth.

Mar 2 • Thomas Chua

February 2026

Overview of Malaysia Utility Sector

Deep-dive into Malaysia's energy landscape to understand how it works before investing.

Feb 23 • Thomas Chua

January 2026

Navigating 2026 Markets: Part 2 - Malaysia Market

My honest take on Malaysia’s market outlook and portfolio plans for 2026.

Jan 6 • Thomas Chua

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Navigating 2026 Markets: Part 1 - Global Markets

2025 is over. Here’s how I’m thinking about 2026 global markets — rate cuts, volatility, and what 2025 taught me as an investor.

Jan 5 • Thomas Chua

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Dividend Portfolio Review for 4Q 2025

A candid look into my dividend portfolio — income growth, mistakes made, and lessons learned.

Jan 2 • Thomas Chua

December 2025

Reviewing My 2025 Market Predictions

A year later, I reviewed my 2025 market calls. Some aged well, many didn’t. Here’s the honest scorecard.

Dec 23, 2025 • Thomas Chua

Illumina's 3Q25 Earnings Update

Illumina’s 3Q25 beat reveals big shifts ahead. Here’s what investors need to know before 2026.

Dec 8, 2025 • Thomas Chua

November 2025

Using Probabilities to Manage Portfolio?

A systematic way to manage portfolio: use probabilities, EV, and dynamic sizing to boost conviction and cut noise.

Nov 24, 2025 • Thomas Chua

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October 2025

Dividend Portfolio Review for 3Q 2025

Welcome to my quarterly detailed dividend portfolio review.

Oct 13, 2025 • Thomas Chua