DBS vs OCBC: Why 2.0x Book Value is a Risk (SGX Stock Check 2 Jan 2026) |🦖EP1355 #investingiguana
🟩 The Singapore market currently looks deceptive—while the Straits Times Index appears flat and peaceful, tectonic shifts are happening beneath the surface that could catch unsuspecting investors off guard. The "easy money" era of rising interest rates lifting all banking stocks is officially over, and we have entered the "NIM Squeeze" phase. If you are a retiree relying on bank dividends or holding onto REITs without understanding the new financing realities, you might be exposed to significant downside risk just as the market dynamics decouple.
In this video, we tear apart the numbers behind the "Banking Divide," analyzing why DBS's record run might be flashing a rare valuation red flag compared to the hidden value proposition seen in OCBC. We also dive deep into Keppel REIT’s controversial, high-leverage bet on the Marina Bay Financial Centre and why blue-chip S-REITs like CICT are finally hitting a critical inflection point with positive rental reversions. Using institutional-grade models, we separate the "crowded trades" from the genuine "sleep-well-at-night" opportunities.
Watch the full analysis to discover the exact price levels I am watching for DBS, the specific "buy zone" for OCBC, and my updated strategy for deploying cash into S-REITs in 2026. Don't guess with your portfolio—get the data-backed verdict on whether to hold for yield or hunt for growth in this changing market landscape.
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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
