DBS Named 7 Deep-Value Stocks. My Forensic Screen Red-Flags 2 of Them π¦
DBS Named 7 Deep-Value Stocks. My Forensic Screen Red-Flags 2 of Them π¦
π The Angle
2.96% and 3.03% are the numbers that made me pause. DBS calls Keppel and SingTel deep-value plays, but my forensic screen asks a different question: can their recurring distributions do the income job today? DBS's value-unlocking framework is credible, but it does not automatically answer the cashflow question.
π° What It Means For You
For a CPF, SRS, or dividend portfolio, a strong growth story can still leave the monthly income gap unresolved. Keppel remains below my 3.2% Forensic Floor, while SingTel misses my 4.7% yield hurdle on ordinary distributions. SingTel's value-realisation payments are real, but they are funded by asset sales rather than recurring earnings.
πΊ YouTube: https://youtu.be/yT4bq1-lFKo
π© Substack: https://investingiguana.com/p/dbs-named-7-deep-value-stocks-my
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.
