In this episode, Iggy pulls out the magnifying glass and walks through the āForensic Top 20ā SGX list ranked by implied upside (the gap between todayās price and analyst consensus target). Weāll look at why the big banks can have slim upside while selected REITs and AI infrastructure plays show wider āmath gapsā worth inspectingālike Prime US REIT (OXMU) and the data centre REIT names Keppel DC REIT (AJBU) and NTT DC REIT (NTDU). Weāll also connect the dots on Singtelās Nxera push, including its DC Tuas facility with 58MW of AI-ready capacity.
Read the full in-depth article with video at
YOUTUBE ā”ļø https://youtu.be/D-Wrc2DyOdg
SUBSTACK ā”ļø https://open.substack.com/pub/investingiguana/p/the-forensic-top-20-where-the-smart?r=5enmf1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
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