Purchases During Recent Market Turmoil in Midst Of Donald Trump's War Against Iran.

Hi Folks, this post is more for my personal update & tracking of my own investment during the recent oil crisis sparked off by Donald Trump's war against Iran. Some said that Trump's war against Iran is more of a diversion tactic from his own domestic home base away from the Epstein fiasco and his involvement. From Trump's perspective, he is waging a righteous war to prevent Iran from further enrichment of uranium for building a nuclear bomb that will mean the end of the world. Nevertheless, no matter what is the rationale for igniting the fire of war, it has lead to global devastating consequences with oil price shooting through the roof by almost 100% relative to pre-war oil prices.

1. Investments and Accumulation (Cash + CPF deployment)

During the past week of market turmoil, I have executed the following purchases:

(i) Alibaba (HK 9988)- AI fallout and also fear of intensifying e-Commerce competition led to Alibaba stocks falling from over HKD185 per share in October 2025 to under HKD130 per share which is a close to 30% decline in its share price. I remain optimistic in Alibaba's fast growing cloud business. Bought more Alibaba shares at HKD130 per share and around S$6.5K;

(ii) Lendlease Global Commercial REIT (SGX-JYEU)- Unfortunately, prices did not drop further with substantial discount price to its rights issuance exercise of S$0.558 per unit. It continued to hover around S$0.555 to S$0.560 per unit. Since most of my investments are not held under discount broker like Tiger/Moo Moo, I decided to just save on the brokerage cost by subscribing for the rights under my Maybank Margin account. Have cut down on the excess subscription for sake of rounding up the numbers to at least 100 tranche. Around S$7K for S$0.0558 per unit of Lendlease Global Commercial REIT ("LREIT"). Additionally, end of today I will further subscribe to another S$3.3K worth of LREIT @S$0.558  under my CDP account. 

(iii) Amova STC Asia REIT ETF (SGX-CFA)- Decided to pump in from my CPF OA account amount of S$10K at price of S$0.801 per unit during the REIT pricing correction and fear of inflation coming back with financing cost spiralling upwards again. 

(iv) Mapletree Industrial Trust (SGX-MIT)- Interestingly, prices of MIT have slided to below S$2.00 per unit level again and this represented a high dividend yield of more than 6.5%. From my CPF OA investment account, went on to accumulate another 2,000 units of MIT at price of S$1.97 per unit for S$3,940. 

Total accumulation over the past week: S$16.8K in cash top up and another S$14K from CPF OA. 

2. Parting Thoughts

At this juncture, I don't think anyone is certain of when exactly the war waged by US and the closure of the Straits of Hormuz by Iran will end. So take note that the stock markets might crash even further. Hang in there folks and hope that the senseless war will end soon and the global stock markets will eventually recover. Who dares wins!