🟩 You wake up, check your phone, and the screen is red. The STI cools off after Friday’s big rally, and suddenly the questions hit: is this just profit-taking, or the start of something uglier for dividend investors who rely on CPF, SRS, and SGX income stocks? In this episode, Iggy breaks down what really matters behind the headlines: ESR-REIT’s asset sales (and what “capital recycling” signals for future DPU), ST Engineering’s US lawsuit risk (and why legal headlines can trigger overreactions), and OUE REIT’s new unsecured loan (and what higher funding costs can do to distributions). The goal is simple: separate fear from fundamentals, and spot where risk is rising before it shows up in the dividend. Watch the full analysis to get the exact Buy/Sell verdict for each name, plus what to wat

🟩 The Singapore market is flashing green, with the Straits Times Index rallying and many portfolios up significantly year-to-date, but don't let the victory lap fool you—we are walking into a "Hawkish Cut" trap. While the Fed has cut rates, the US 10-Year Treasury Yield has surprisingly ticked up, creating a dangerous "spread" problem for Singapore REITs. As we saw this week with blue-chip names like Keppel REIT suddenly asking investors for more cash through preferential offerings, the "easy money" era is over, and the rising tide is no longer lifting all boats. In this video, I cut through the noise to reveal why the market has split into two dangerous extremes: "dead money" giants like DFI Retail Group suddenly soaring 19% versus stable REITs facing dilution risks. We’ll dive deep into

🟩 The Singapore market is flashing green, with the Straits Times Index rallying and many portfolios up significantly year-to-date, but don't let the victory lap fool you—we are walking into a "Hawkish Cut" trap. While the Fed has cut rates, the US 10-Year Treasury Yield has surprisingly ticked up, creating a dangerous "spread" problem for Singapore REITs. As we saw this week with blue-chip names like Keppel REIT suddenly asking investors for more cash through preferential offerings, the "easy money" era is over, and the rising tide is no longer lifting all boats. In this video, I cut through the noise to reveal why the market has split into two dangerous extremes: "dead money" giants like DFI Retail Group suddenly soaring 19% versus stable REITs facing dilution risks. We’ll dive deep into

🟩 The Straits Times Index is climbing, but does it feel like a house of cards waiting for a breeze? If the current market feels like "chicken rice without the chili"—looking good on the surface but missing something crucial—you are not alone. We are seeing a messy tug-of-war between blue-chip stability and jittery price action that could seriously impact your retirement portfolio.In this video, we break down the three big stories moving your money right now. We analyze why CapitaLand Ascendas REIT is aggressively "spring cleaning" its assets, uncover the hidden currency risk behind Elite UK REIT's 99% government backing, and investigate the liquidity red flag flashing for Mapletree Industrial Trust. Is the recent drop in DPU a dangerous trap, or is the market handing us a massive discount

🟩 The Straits Times Index is climbing, but does it feel like a house of cards waiting for a breeze? If the current market feels like "chicken rice without the chili"—looking good on the surface but missing something crucial—you are not alone. We are seeing a messy tug-of-war between blue-chip stability and jittery price action that could seriously impact your retirement portfolio. In this video, we break down the three big stories moving your money right now. We analyze why CapitaLand Ascendas REIT is aggressively "spring cleaning" its assets, uncover the hidden currency risk behind Elite UK REIT's 99% government backing, and investigate the liquidity red flag flashing for Mapletree Industrial Trust. Is the recent drop in DPU a dangerous trap, or is the market handing us a massive discount

🟩 The Straits Times Index is climbing, but does it feel like a house of cards waiting for a breeze? If the current market feels like "chicken rice without the chili"—looking good on the surface but missing something crucial—you are not alone. We are seeing a messy tug-of-war between blue-chip stability and jittery price action that could seriously impact your retirement portfolio.In this video, we break down the three big stories moving your money right now. We analyze why CapitaLand Ascendas REIT is aggressively "spring cleaning" its assets, uncover the hidden currency risk behind Elite UK REIT's 99% government backing, and investigate the liquidity red flag flashing for Mapletree Industrial Trust. Is the recent drop in DPU a dangerous trap, or is the market handing us a massive discount

🟩 The Straits Times Index might look flat at 4,512, but don't let the lack of movement fool you—there is a silent, dangerous battle happening right under the surface of your portfolio. For many Singaporean investors, the "set and forget" strategy for blue chips is starting to show cracks. The banks we’ve relied on for years are facing a synchronized decline in Net Interest Margins, and our favorite REITs are struggling to outrun rising financing costs. If you’re holding DBS, UOB, or major logistics REITs like Mapletree, you need to understand why a "boring" market is often the most confusing—and dangerous—time for retail investors. In this video, we cut through the noise to dissect the real health of the SGX "Holy Trinity" and why the divergence between DBS and UOB is a critical signal you

🟩 Is the Singapore stock market a safe haven, or are we sleepwalking through a regional firestorm? The Straits Times Index (STI) remains stubbornly calm around 4,500 points while Asian markets flash red, but this silence is dangerous for retail investors who mistake stability for safety. Beneath the surface, a massive divergence is unfolding: S-REITs are enjoying their best run since 2019, while some of our favorite dividend payers are slashing distributions by nearly 6%, and our biggest bank is trading at a price that looks suspiciously perfect.In this daily digest for December 10, 2025, we dig deeper than the headlines to expose the real risks facing your portfolio. We break down why the iEdge S-REIT Index is finally waking up, the hard truth about Mapletree Industrial Trust’s latest pay

🟩 If you own ESR-REIT or you are hunting for yield on the SGX, that 7.9% headline number will catch your eye. You know T-bills pay about 3%, so a yield this high can feel like either a gift or a trap. In this video, Iggy breaks down whether ESR-REIT is a solid income engine for your CPF and SRS, or a time bomb wrapped in dividends.​You will see how the 23% revenue growth compares with almost flat DPU, and why dilution and gearing matter more than the glossy top-line. Iggy also walks through InvestingPro’s fair value model, the Japan logistics angle, the REC Solar concentration risk, and the silent drag from land lease decay. By the end, you will see the full risk–reward picture in simple numbers, not sales talk.Watch this video all the way through to learn Iggy’s exact verdict: why he rate

🟩 If you’re watching the Singapore market today, you probably felt the confusion. SingPost just announced a massive price hike on stamps, which feels like a desperate move from a legacy giant. At the same time, the Straits Times Index dropped as investors flee to safety ahead of the Federal Reserve’s decision. To the average investor, it looks like the market is flashing danger signals everywhere, and the temptation to sell and run is high.But if you panic now, you might miss the real story happening under the radar. While the headlines focus on 52-cent stamps and interest rate fears, the smart money is quietly making moves into future-proof assets that most people are ignoring. In this video, we strip away the noise to reveal why OCBC’s latest billion-dollar "green steel" deal is the most

🟩 If you own DFI Retail Group or watch the Singapore market, recent headlines probably worried you. The company sold its famous Cold Storage and Giant businesses for what seems like a low price. Even worse, the dividend payout ratio currently looks negative on many brokerage apps. To most retail investors, this looks like a company in serious trouble. It feels like a flashing red warning to sell immediately.But if you look closer, the story changes completely. This might not be a failure at all. It looks like a smart financial move to cut losses and boost profits. In this video, we strip away the accounting noise to show you the truth. By selling the low-margin food business, DFI might actually be setting the stage for massive future dividends. This could be the most misunderstood opportun

🟩 Friday's market session delivered a harsh wake-up call for Singapore investors: the Singapore Paincare privatisation deal just collapsed, leaving shareholders staring at potential losses when trading resumes Monday. Meanwhile, the STI slipped 0.4% as investors brace for this week's Fed decision. But here's what the headlines won't tell you—while small-cap deals are falling apart due to tight financing, institutional giants like GIC and Brookfield just dropped $4 billion on Australian real assets. The market isn't crashing; it's differentiating between quality and speculation.In today's Daily SGX Stock Market Digest, I break down exactly what went wrong with the Singapore Paincare deal, why Rex International's 14% bond coupon is a red flag, and what Sembcorp's bold coal acquisition really

🟩 🍹 Is Thai Beverage dead money or a hidden gem for future profit? Join Iggy as we dive into this packed analysis, shedding light on Thai Beverage's strategic moves, brand investment, and the macroeconomic challenges in Southeast Asia. From Singtel's defensive strategies to Seatrium's groundbreaking series-build efficiency, this video is packed with insights for smart investing decisions! Whether you're navigating financial turbulence, analyzing economic strategies, or fine-tuning your portfolio, this breakdown has something for every investor. Discover how to protect your dividend flow, capitalize on growth engines, and stay ahead of the curve in a shifting market landscape. Investing is a long-term game—be patient, disciplined, and informed. 📍 Ready to make more informed investment decis

🟩 🦖 Bankruptcy orders in Singapore have surged to a five-year high, spelling major implications for the economy and investors. Whether you're managing a portfolio or keeping tabs on the market, this video is packed with insights you can't afford to miss. Join Iggy as we dive into the data behind this financial story and uncover the real drivers of the spike in bankruptcy cases—from rising business failures to growing debt distress in the middle class. ✅ Shedding light on how Singapore's rehabilitative bankruptcy framework works, we explore critical pathways for recovery and what these trends mean for CPF, SRS, and SGX portfolios. With businesses struggling under high interest rates, supply chain disruptions, and margin compression, we’re breaking down how these challenges impact banks, REI

🟩 📈 Is Singapore’s 4% GDP forecast really a game changer for your portfolio? Join Iggy, your trusted Singapore-based market analyst, as we unpack how this upgraded economic outlook could impact your blue-chip holdings, dividends, and long-term investment strategies. Packed with insights, this video sheds light on the latest moves by corporate giants like Keppel, CLI, and UOB, breaking down their strategic pivots toward sustainability, regional growth, and financial stability. 🌏 Whether you're holding Singapore blue chips or sitting on cash, this analysis will help you make smarter investment decisions amid global volatility. With topics ranging from Keppel’s green energy innovations to CLI’s Johor retail expansion and UOB’s bond pricing, we cover it all — from economic strategies to practi

🟩 🚨 Bitcoin Crash: What Smart Money Isn't Telling You 🦖 Bitcoin’s rollercoaster ride has hit a nerve this week, with a sharp drop to $92,508—erasing all 2025 gains. But is this really the end of the road? Join Iggy, your trusted Singapore-based market analyst, as we unpack the chaos, dissect whale buying trends, and explore why this liquidity squeeze might actually be a rare opportunity for savvy investors. 📉 Retail investors are panic selling, but on-chain data reveals whales are accumulating at record rates. Discover what this divergence means for you and how smart money views Bitcoin's value amidst a sea of red. Whether you're in Singapore, Malaysia, or beyond, this analysis is packed with insights on how currency strength and macroeconomic factors impact your portfolio. 💰 For those str

🟩 🦖 Is Jardine Matheson’s stock dip a golden opportunity or a red flag? Join Iggy as he breaks down the real story behind the headlines, shedding light on gearing ratios, dividend strategies, and market noise versus fundamentals. Packed with insights for investors, this analysis dives into the latest moves from Singapore’s top blue chips and construction players like Mandarin Oriental, BRC Asia, and Lam Chang Creations. 📈 Whether you’re managing CPF, SRS, or SGX portfolios, this video equips you with the tools to navigate margin pressures, privatization bids, and economic strategies in a global climate. Happy investing! Remember, investing is a long-term game. Be patient, disciplined, and informed. 👍 Don't forget to like, subscribe, and share the video! Let’s build wealth, one smart decisi

🟩 🦖 Is Jardine Matheson’s stock dip a golden opportunity or a red flag? Join Iggy as he breaks down the real story behind the headlines, shedding light on gearing ratios, dividend strategies, and market noise versus fundamentals. Packed with insights for investors, this analysis dives into the latest moves from Singapore’s top blue chips and construction players like Mandarin Oriental, BRC Asia, and Lam Chang Creations. 📈 Whether you’re managing CPF, SRS, or SGX portfolios, this video equips you with the tools to navigate margin pressures, privatization bids, and economic strategies in a global climate. Happy investing! Remember, investing is a long-term game. Be patient, disciplined, and informed. 👍 Don't forget to like, subscribe, and share the video! Let’s build wealth, one smart decisi

🟩 🦖 Is Jardine Matheson’s stock dip a golden opportunity or a red flag? Join Iggy as he breaks down the real story behind the headlines, shedding light on gearing ratios, dividend strategies, and market noise versus fundamentals. Packed with insights for investors, this analysis dives into the latest moves from Singapore’s top blue chips and construction players like Mandarin Oriental, BRC Asia, and Lam Chang Creations. 📈 Whether you’re managing CPF, SRS, or SGX portfolios, this video equips you with the tools to navigate margin pressures, privatization bids, and economic strategies in a global climate. Happy investing! Remember, investing is a long-term game. Be patient, disciplined, and informed. 👍 Don't forget to like, subscribe, and share the video! Let’s build wealth, one smart decisi

🟩 🦖 Is Jardine Matheson’s stock dip a golden opportunity or a red flag? Join Iggy as he breaks down the real story behind the headlines, shedding light on gearing ratios, dividend strategies, and market noise versus fundamentals. Packed with insights for investors, this analysis dives into the latest moves from Singapore’s top blue chips and construction players like Mandarin Oriental, BRC Asia, and Lam Chang Creations. 📈 Whether you’re managing CPF, SRS, or SGX portfolios, this video equips you with the tools to navigate margin pressures, privatization bids, and economic strategies in a global climate. Happy investing! Remember, investing is a long-term game. Be patient, disciplined, and informed. 👍 Don't forget to like, subscribe, and share the video! Let’s build wealth, one smart decisi