ST Engineering vs. CDL: The Truth About Massive Profit Swings (SGX Daily Pulse 27 Feb 26) | 🦖EP1452
ST Engineering vs. CDL: The Truth About Massive Profit Swings (SGX Daily Pulse 27 Feb 26) | 🦖EP1452
The auntie at the Bedok wet market was packing my vegetables this morning when she asked if I'd seen the STI lately. She sounded excited about the index nearing 5,000. That is usually the exact moment I start getting nervous.
But here is the uncomfortable truth: that 5,000-point milestone is a psychological trap. I’ve been auditing the Q4 earnings for ST Engineering and CDL, and the underlying reality is far messier than the headline spikes. We have to stress-test these yields against the 4.0% CPF Special Account floor.
Let's define a key term. The yield spread is the extra return you get for taking on equity risk instead of keeping cash in your CPF. Suntec REIT is one of the few clearing my 150-basis-point threshold today. Most blue-chip yields are currently paper-thin mirages.
This analysis is for the Singaporean investor aged 45 to 60 who is feeling the FOMO of this bull run. Our community of 6,000+ investors and 170+ Elite Members uses a forensic lens to separate one-off profit surges from recurring cash flow.
If your portfolio yield doesn't clear the risk-free floor by a wide enough margin, you're not investing. You are just taking uncompensated risk while the market is at its greediest.
The full forensic breakdown is waiting for you below.
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