The soaring inflation/interest rates are underway and many stocks have been hammered. That said, we believe for every down market, there's always the other bull market. Hence, instead of 'seeking safety from cash', we want to put our funds into commodities-related stocks as shown below:

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< SELL Alert - Hyphens Pharma >

Hyphens Pharma is a company that we like for its stability and renowned brands like Ocean Health etc. We bought into it on 31 March 2020 at $0.189 and have held it since then. However, from our monitoring of the business lines, we can see that they are facing fierce competition and despite many brands under their arsensal, they are unable to really milk them for >20% yoy increase in bottom line. With that in mind, we decided to sell it at today's price of $0.29 and realized our gains of 53%. Action: Sell 25,000 shares of Hyphens Pharma at $0.29 At the same time, we can redeploy the funds to another 2 commodity stocks we will mention below...

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< BUY Alert - Sembcorp Marine >

We like how the worst is seemingly over for Sembcorp Marine due to the reasons below: 1) Merger w/ Keppel O&M They are planning to finalize the deal by 1Q2022 which is close! It will result in a lot of costs synergies and probably puts it in a dominant position in Singapore. 2) P/B of 0.7x lowest as compared to 5-Year avg. of 1.1x Even as its assets (NAV) get written down quickly, the share price decline comes at a higher pace. And the valuation right now is undemanding although it can go either way... But with positive prospects mean that the NAV may get 're-valued' upwards in future again. 3) Management confident of outlook More importantly, the management is confident about future prospects on the back of rising oil prices. They have said that they are discussing multiple big projects during an analyst briefing. Action: Buy 75,000 shares of Sembcorp Marine at $0.093

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< BUY Alert - CNMC Goldmine >

This may come as a surprise because the company is in doldrums just a year ago due to Covid-19 induced manpower shortage. However, when we think about the best proxy to partake in the rising GOLD prices, CNMC Goldmine offers the best risk-reward ratio. You can read their latest results here. 1) High correlation with Gold Price CNMC is literally a 'leveraged' bet on gold prices. And with gold surging above US$2,000, their FY2022 results are going to lead to a blowout year!

2) I reached out to their IR...And understand their mining upgrades (2x the gold production + ore mining) will materialize in the next 12 - 18 months. So this will provide another leg of growth if we continue to hold it for 1.5 years and more.

3) Short-Term punt

Nevertheless, we just want to take a short term punt/rebound on CNMC at the moment and have a TA-driven target price of $0.35 (50% upside!).