Daily Pulse: SGX Digest — March 30, 2026 |🦖EP1513

The Investing Iguana

Daily Pulse: SGX Digest — March 30, 2026 |🦖EP1513

Manulife US REIT is selling a building at a loss just to keep the banks quiet — and post-sale gearing still sits at 55.3%, twenty points above my 35% Fortress ceiling. That is not a recovery; that is survival by amputation. The distribution tap remains closed while your capital services covenant relief

At a 5,000-point STI, every retail investor managing CPF or SRS capital deserves a real return above the 3.2% Forensic Floor — and ideally above the 4.7% hurdle that justifies holding single-stock risk over a T-Bill. Jardine Cycle and Carriage clears at 4.8%, but 83.5% concentration in one Indonesian subsidiary is a hidden risk most yield hunters skip. Sembcorp pays below the hurdle. CapitaLand Ascendas dilutes you to grow. The question is not which counter looks good — it is which one you are actually being paid to own.

📺 YouTube: https://youtu.be/DZEJKm3TijU

📩 Substack: https://investingiguana.substack.com/p/daily-pulse-sgx-digest-march-30-2026

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That is not a recovery; that is survival by amputation. The distribution tap remains closed while your capital services covenant relief</p>\n<p>At a 5,000-point STI, every retail investor managing CPF or SRS capital deserves a real return above the 3.2% Forensic Floor — and ideally above the 4.7% hurdle that justifies holding single-stock risk over a T-Bill. Jardine Cycle and Carriage clears at 4.8%, but 83.5% concentration in one Indonesian subsidiary is a hidden risk most yield hunters skip. Sembcorp pays below the hurdle. CapitaLand Ascendas dilutes you to grow. 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The distribution tap remains closed while your capital services covenant relief</p>\n<p>At a 5,000-point STI, every retail investor managing CPF or SRS capital deserves a real return above the 3.2% Forensic Floor — and ideally above the 4.7% hurdle that justifies holding single-stock risk over a T-Bill. Jardine Cycle and Carriage clears at 4.8%, but 83.5% concentration in one Indonesian subsidiary is a hidden risk most yield hunters skip. Sembcorp pays below the hurdle. CapitaLand Ascendas dilutes you to grow. The question is not which counter looks good — it is which one you are actually being paid to own.</p>\n<p>📺 YouTube: https://youtu.be/DZEJKm3TijU</p>\n<p>📩 Substack: https://investingiguana.substack.com/p/daily-pulse-sgx-digest-march-30-2026</p></body></html>","text":"Daily Pulse: SGX Digest — March 30, 2026 |🦖EP1513 Manulife US REIT is selling a building at a loss just to keep the banks quiet — and post-sale gearing still sits at 55.3%, twenty points above my 35% Fortress ceiling. That is not a recovery; that is survival by amputation. The distribution tap remains closed while your capital services covenant relief At a 5,000-point STI, every retail investor managing CPF or SRS capital deserves a real return above the 3.2% Forensic Floor — and ideally above the 4.7% hurdle that justifies holding single-stock risk over a T-Bill. Jardine Cycle and Carriage clears at 4.8%, but 83.5% concentration in one Indonesian subsidiary is a hidden risk most yield hunters skip. Sembcorp pays below the hurdle. CapitaLand Ascendas dilutes you to grow. 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