🟩 The Straits Times Index (STI) has finally hit the 5,000-point milestone, and the market euphoria is real—everyone from the kopitiam uncles to the retail crowd is popping champagne. But while the mainstream media celebrates, we need to do a serious "vibe check." Trading on milestones is a dangerous game, especially if you’re in the Retirement Red Zone. The math doesn’t care about the celebration, and if you're buying in now just because of the hype, you might be setting yourself up to hold the bag when the forensic reality sets in.
In this deep dive, I’m peeling back the skin of this rally to reveal the "Second Engine" hidden underneath the banking sector's massive run. We’re going forensic on the heavy lifters like CSE Global (544.SI) and Yangzijiang Maritime (8YZ.SI) to see if their massive order books and buybacks actually translate to safe, intrinsic value. We’ll also audit the dividend safety of investor favorites like Micro-Mechanics (5DD.SI) and Keppel DC REIT (AJBU.SI) to determine if they are still "sleep-well" stocks or if the AI hype has made them too expensive for a conservative portfolio.
Read the full in-depth article with video at
YOUTUBE ➡️ https://youtu.be/pnnrfxRhwJQ
SUBSTACK ➡️ https://open.substack.com/pub/investingiguana/p/is-the-sti-5000-milestone-sustainable?r=5enmf1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Comments