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Full Version: Temasek’s net portfolio value jumps 11.6% to S$434 billion, hitting record high
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Luckily Scythian has Pink IC. Can benefit from it
(10-07-2025, 04:36 PM)Niubee Wrote: [ -> ]Luckily Scythian has Pink IC. Can benefit from it

Only on unlisted Singapore stocks valuation profits 

No mentioned in details about China, India and US portfolios P & L
(10-07-2025, 04:36 PM)Niubee Wrote: [ -> ]Luckily Scythian has Pink IC. Can benefit from it

It's on total portfolio largely from Singapore stock and unlisted stock.(Revaluation and internal mark to market)

Portfolio jumped is total AuM...but

No mentioned of profit closing 31 March 2025 comparison to previous financial year.
wah, looks like chin ho coming back again.....  Rotfl
(10-07-2025, 08:45 PM)Scythian Wrote: [ -> ]It's on total portfolio largely from Singapore stock and unlisted stock.(Revaluation and internal mark to market)

Portfolio jumped is total AuM...but

No mentioned of profit closing 31 March 2025 comparison to previous financial year.

Ho Ching how many strands of pubic hair u also wanna count. What for? No point lah
invest in economies which enjoy better exchange rate
Temasek keeps on putting $$$ and investing , ofcoz the portfolio jumped lah.

AuM jumped but Where's the profits?
Hiya as long we can CDC and GST cash every year can already....
(11-07-2025, 03:36 AM)ysh02 Wrote: [ -> ]Hiya as long we can CDC and GST cash every year can already....

Gratitude is also considered as corruption
(11-07-2025, 12:50 AM)Scythian Wrote: [ -> ]Temasek keeps on putting $$$ and investing , ofcoz the portfolio jumped lah.

AuM jumped but Where's the profits?

Reinvest profit so portfolio increase.
Knn, it's mainly assets inflation. Like building A valuation in 2023 is 100m, in 2024, the revalue it as 120m.

Of course portfolio value jump la
The results are up to March, before Trump's tariff liberation day where market plummeted down by as much as 20%, and USD collapsed by 12%.

Should be negative by now. Laughing
(11-07-2025, 06:20 AM)winbig Wrote: [ -> ]Reinvest profit so portfolio increase.

Where you read from Temasek reports?