DBS Group closed nearly flat at SGD 57.26 today as the U.S.-Iran ceasefire dramatically lifted global risk appetite, temporarily dimming the shine on defensive assets like Singapore banks. 😤 This resilience comes despite broader market rotation toward U.S. growth equities, where ceasefire optimism has fueled S&P futures up 0.5% pre-open and Nasdaq gains on AI rebound plays. DBS's robust dividend profile, locked at 4.2% yield with a recent 38% payout boost, and its expanding regional wealth management franchise continue to anchor valuation support, proving its defensive characteristics shine brightest during geopolitical storms. The bank's AUM hit S$290 billion on high-net-worth inflows up 18%, offsetting NIM squeezes from rate cuts and keeping ROE steady at 18% — a testament to its abi

Glad that DBS is still going steady after ex-dividend date. Think market is cautiously bullish in the near term but not expecting exit of defensive mode.

Why I Invest in Bank of China HBND SDR 🌟🌟🌟While the market's attention is often hijacked by the volatile swings of tech, true wealth is often built on the back of resilient, high yielding institutions.  Bank of China $BANK OF CHINA(03988)$  has recently stood out as a beacon of stability, with its SGD listed SDR $Bank of CN HK SDR 1to1(HBND.SI)$ hittinh a recent high of SGD 0.835 on 2 April 2026. The Financial Fortress: Why Bank of China is Standing Tall Bank of China (BOC) is currently benefiting from a perfect storm of fundamental resilience and strategic positioning.  While other sectors grapple with volatility, BOC has emerged as the preferred sa

The Safe Haven Surge: Why Singapore is the World's Wealth Bunker Amid "Stone Age" Storms 🌟🌟🌟 If you ever wondered where the smart money goes when the headlines get "prehistoric", just look at Singapore.  As the rhetoric of "Stone Age" strikes and USD 111 oil hits the Middle East, a massive wave of capital flight is currently washing onto our shores.  Investors are not looking for tax breaks anymore.  They are looking for a "geopolitical life jacket" and Singapore is the one place that fits perfectly. While Dubai faces the heat of a front line financial hub, Singapore has reconfirmed its status as the ultimate safe haven.  Family offices are shifting their wealth structures here faster than a Ferrari on ECP, prioritising our AAA rated stability over tax free proximity to

The Steady Giant: Why OCBC is More Than Just A Catch-Up Play to DBS  🌟🌟🌟Investing in $OCBC Bank(O39.SI)$  right now feels like backing a marathon runner who has just found its second wind.  While $DBS(D05.SI)$  often hogged the spotlight, OCBC recently silenced the doubters by hitting a massive all time high of SGD 22.83 on 1 April 2026. With its market capitalisation officially crossing the lofty SGD 100 billion mark, OCBC has just joined the elite club of being the second bank to do so, the first being DBS. The Record Breaking Run Price Performance:  OCBC shares have surged 14% in the first quarter of 2026 alone,

🌆 Why I’m Focusing on Singapore Blue Chips When I look at my portfolio, I don’t just want growth—I want stability, income, and resilience. That’s why I’m choosing to dollar-cost average into Singapore’s top companies through this ETF. Singapore’s market is unique: • Strong banking sector dominance 🏦 • Reliable dividend culture 💵 • Exposure to Asia growth + global trade 🌏 By dollar-cost averaging (DCA), I remove the stress of timing the market. I simply buy consistently, whether prices are high or low, and let compounding do the heavy lifting. ⸻ 💡 Why I Dollar-Cost Average (DCA) I use DCA because: • I don’t try to predict short-term moves • I smooth out volatility over time • I build positions during both fear and optimism Especially after a rally, I prefer DCA because: 👉 I avoid buying eve

📈 Why I’m Buying OUE REIT (TS0U): A 6.28% Dividend Play with Solid TA & FA 💰 📊 Price Action & Technical Setup From a technical analysis (TA) perspective, OUE REIT is showing a steady and constructive structure that makes it attractive for accumulation rather than speculation. The price is currently trading around 0.355 SGD, holding above key short-term moving averages (VMA1 and VMA2), which signals near-term support. Even more importantly, the longer-term trend (visible from the broader chart) shows a gradual upward trajectory from ~0.32 to ~0.38, followed by a healthy consolidation. This type of price behavior is important. Instead of a sharp spike (which often leads to sharp crashes), OUE REIT has formed a “higher lows” pattern, suggesting buyers are stepping in consistently. The

1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $YZJ Shipbldg SGD(BS6.SI)$ $UOB(U11.SI)$ $Singtel(Z74.SI)$ $CapLand Ascendas REIT(A17U.SI)$ $ST Engineering(S63.SI)$ $Seatrium Ltd(5E2.SI)$ $CapLand IntCom T(C38U.SI)$ $SGX(S68.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $OCBC Bank(O39.SI

st eng PE is at all time high Defense stocks aren't best judged on trailing P/E alone. Key factors include:Order backlog & book-to-bill ratio — Visibility into multi-year revenue (ST Eng has a healthy one). Growth profile — Especially in high-margin areas like electronics, cyber, and smart defence systems. EV/EBIT or forward P/E — These better capture the business quality than trailing earnings, which can be lumpy. Contract stability — Government-backed revenue often justifies a premium. Many quality defence names trade at elevated multiples today due to geopolitical spending, but always cross-check with EV/EBITDA, free cash flow conversion, and peer comps (e.g., some pure-play defence peers sit lower, while growth-oriented ones command 30x+ forward). At current levels, ST Eng pr

🌟🌟🌟March was supposed to be the month of dour faces and checking our portfolios with one eye closed.  But then there are $AEM SGD(AWX.SI)$ $ST Engineering(S63.SI)$ and $Keppel(BN4.SI)$ , acting like they did not know that the market was having a meltdown. AEM is having a party, surging over 90% because it finally realised that AI is the magic word that makes investors excited and throw money at it. ST Engineering is sitting on a SGD 32 billion order book, which is more sec

Singapore 3 major banks, DBS, UOB, and OCBC, have been rising despite broader market weakness mainly due to dip buying and their reputation as stable, dividend paying blue chips. Investors tend to rotate into these names during uncertainty because of their strong balance sheets and consistent earnings, making them relatively defensive compared to more volatile sectors. While the upward move suggests continued confidence and it is not necessarily too late for long term investors seeking steady returns, the recent gains are partly sentiment driven, so chasing at current levels carries short term risk, a more prudent approach would be gradual accumulation rather than jumping in all at once.

March has been rough for the Singapore market, but the divergence stands out. While many sectors sold off, $AEM SGD(AWX.SI)$ , $ST Engineering(S63.SI)$ and $Keppel(BN4.SI)$ moved higher — showing the market is rotating into names with strong earnings visibility and structural themes. For me, AEM is the most interesting but also the most speculative. The AI/HPC shift and cash flow recovery are real positives, but the sharp rally already prices in a lot, so I’d be cautious chasing here. ST Engineering (S63.SI) and Keppel Corporation (BN4.SI) feel more stable. ST Engineering has strong order visibility but looks fully valued, while Keppel’s data center a

Take a look oiltek (hqu.si)... Green environment business especially crucial in this Iran war , huge motivation to seek alternative sustainable energy sources. Price rise 100%+ in March 2026. Many countries are going for the 'fry to fly' , recycling used oil to be fuel for use, consumer & commercial uses.

Good reminder. Thanks.

Think it is too late to chase these 3 stocks. AEM tends to be risker and more volatile than Keppel Corp and ST Engineering.

Time to buy ! Good dividends stocks like OCBC , Keppel corp better catch it soonest ..  further upside 

March has been rough for the Singapore market. Banks, gaming, and consumer stocks have all taken turns getting hit. But what’s interesting is this: while many stocks are falling, a few are quietly climbing.