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+--- Thread: Temasek’s net portfolio value jumps 11.6% to S$434 billion, hitting record high (/Thread-Temasek%E2%80%99s-net-portfolio-value-jumps-11-6-to-S-434-billion-hitting-record-high)
Temasek’s net portfolio value jumps 11.6% to S$434 billion, hitting record high - Levin - 10-07-2025
https://www.channelnewsasia.com/singapore/temasek-review-net-portfolio-value-investment-tariffs-5227351
RE: Temasek’s net portfolio value jumps 11.6% to S$434 billion, hitting record high - Niubee - 10-07-2025
Luckily Scythian has Pink IC. Can benefit from it
RE: Temasek’s net portfolio value jumps 11.6% to S$434 billion, hitting record high - Scythian - 10-07-2025
(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
RE: Temasek’s net portfolio value jumps 11.6% to S$434 billion, hitting record high - Scythian - 10-07-2025
(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.
RE: Temasek’s net portfolio value jumps 11.6% to S$434 billion, hitting record high - wulala - 10-07-2025
wah, looks like chin ho coming back again.....
RE: Temasek’s net portfolio value jumps 11.6% to S$434 billion, hitting record high - Niubee - 10-07-2025
(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
RE: Temasek’s net portfolio value jumps 11.6% to S$434 billion, hitting record high - watchfirst9 - 10-07-2025
invest in economies which enjoy better exchange rate
RE: Temasek’s net portfolio value jumps 11.6% to S$434 billion, hitting record high - Scythian - 11-07-2025
Temasek keeps on putting $$$ and investing , ofcoz the portfolio jumped lah.
AuM jumped but Where's the profits?
RE: Temasek’s net portfolio value jumps 11.6% to S$434 billion, hitting record high - ysh02 - 11-07-2025
Hiya as long we can CDC and GST cash every year can already....
RE: Temasek’s net portfolio value jumps 11.6% to S$434 billion, hitting record high - Scythian - 11-07-2025
(11-07-2025, 03:36 AM)ysh02 Wrote: Hiya as long we can CDC and GST cash every year can already....
Gratitude is also considered as corruption
RE: Temasek’s net portfolio value jumps 11.6% to S$434 billion, hitting record high - winbig - 11-07-2025
(11-07-2025, 12:50 AM)Scythian Wrote: Temasek keeps on putting $$$ and investing , ofcoz the portfolio jumped lah.
AuM jumped but Where's the profits?
Reinvest profit so portfolio increase.
RE: Temasek’s net portfolio value jumps 11.6% to S$434 billion, hitting record high - TopSage - 11-07-2025
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
RE: Temasek’s net portfolio value jumps 11.6% to S$434 billion, hitting record high - Alice Alicia - 11-07-2025
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.
RE: Temasek’s net portfolio value jumps 11.6% to S$434 billion, hitting record high - Scythian - 11-07-2025
(11-07-2025, 06:20 AM)winbig Wrote: Reinvest profit so portfolio increase.
Where you read from Temasek reports?