STI 5,000 Safety: 5 SGX Stocks That Pass My Screener (Q2 2026) |🦖EP1510
The market sees an 8.8% yield on ???, but the balance sheet sees 49.3% gearing carrying the full weight of that payout. That leverage premium is not a gift — it is the market charging you a seven‑percent spread over the risk‑free rate to absorb Indian Rupee volatility and refinancing risk that most retail investors never price in. ??? tells the opposite story: 32.7% gearing, an Altman Z‑Score of 5.1, and a 160‑basis‑point yield above its own historical norm — the market is still calling it a flatted‑factory landlord while it quietly runs North American data centers.
At a 5,000‑point STI, chasing yield without a stress‑test floor is how CPF and SRS capital gets permanently destroyed. I apply a 3.2% Forensic Floor stacked against the current 1.46% six‑month T‑Bill, which sets a minimum 4.7% hurdle before any asset earns a place in a retirement drawdown. ??? clears it at 5.9% with a beta of 0.19 — that is not excitement, that is capital protection doing its job.
📺 YouTube: https://youtu.be/MAHpiuNXBwo
📩 Substack: https://investingiguana.substack.com/p/sti-5000-safety-5-sgx-stocks-that
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