🟩 The Straits Times Index is knocking on the door of 5,000, a psychological milestone that brings both excitement and vertigo to the Singapore market. While the headline numbers suggest a broad bull run, a look under the hood reveals a "spicy rotation" where cost pressures are mercilessly separating the quality wheat from the chaff. We are seeing a market environment where the "easy money" phase is fading, and the gap between institutional winners and retail traps is widening rapidly. If you are blindly buying the index at these elevations, you might be exposing your retirement portfolio to risks that the mainstream headlines aren't covering yet.
In this deep dive, we strip away the noise and look at the raw math behind the market's biggest movers. We analyze whether SGX Group (S68) has run too far ahead of its fundamentals as the ultimate "house" in this casino, and uncover the massive strategic pivot by Elite UK REIT (MXNU) that has completely reshaped its risk profile. We also break down Singtel’s (Z74) aggressive bet on AI infrastructure and contrast Nio’s (NIO) profitability milestone against the margin-crushing warning signs coming from Singapore Paincare (FRQ). It is a detailed look at how the smart money is positioning for the next leg of this cycle.
Read the full in-depth article with video at
YOUTUBE ➡️ https://youtu.be/uFShHvRrR6w
SUBSTACK ➡️ https://open.substack.com/pub/investingiguana/p/daily-sgx-stock-market-digest-february-36a?r=5enmf1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
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