To The Moon

🟩 You’ve been sold a comfortable lie about Singapore REITs: just buy the blue chips, collect the dividends, and relax. But in today's market, that "prudent" advice could be silently destroying your wealth. Many retail investors are falling into the trap of confusing a great company with a great investment, not realizing that even the best buildings in Singapore can burn a hole in your portfolio if you overpay for them. The painful truth is that financial gravity always wins, and paying a price that assumes perfection leaves you with zero margin for error when the market turns. In this deep-dive analysis, we break down the critical difference between "Price" and "Valuation" using a specific "Elite Manager Scorecard" to separate the trash from the treasure. We examine real-world moves by maj

Video loading issues; please click on link to access video and article 🟩 The Singapore market is hitting a pivotal moment this mid-January. With the STI taking a breather and major corporate actions hitting the tape, many dividend investors are asking if it's time to take profit or double down. Today, we're facing a "triple threat" of market movers: a massive preferential offering from a blue-chip REIT, a nerve-wracking lock-up expiry for a data center favorite, and execution delays for a popular restructuring play. The question isn't just what to buy, but what pitfalls to avoid right now to protect your retirement portfolio. In this breakdown, we go beyond the headlines to dissect the real impact of Keppel REIT's latest fundraising—is it value-destroying dilution or a masterstroke of accr

Video loading issues; please click on link to access video and article 🟩 The Singapore market is hitting a pivotal moment this mid-January. With the STI taking a breather and major corporate actions hitting the tape, many dividend investors are asking if it's time to take profit or double down. Today, we're facing a "triple threat" of market movers: a massive preferential offering from a blue-chip REIT, a nerve-wracking lock-up expiry for a data center favorite, and execution delays for a popular restructuring play. The question isn't just what to buy, but what pitfalls to avoid right now to protect your retirement portfolio. In this breakdown, we go beyond the headlines to dissect the real impact of Keppel REIT's latest fundraising—is it value-destroying dilution or a masterstroke of accr

Video Link Before (Issues with Video Upload) 🟩 Why is a single American car company becoming the backbone of a Singapore-listed REIT? UOB Kay Hian recently shocked the market with a "BUY" rating on NTT DC REIT (SGX: NTDU), forecasting a massive 41% upside. But there's a catch: nearly 30% of its income relies on one tenant—widely believed to be Tesla. For Singaporean dividend seekers, this concentration looks risky on paper, but in the world of AI infrastructure and mission-critical assets, that one tenant might actually be the greatest safety net you didn't see coming. In this video, we pull back the curtain on whether this 7.8% yielder is a genuine "gold mine" or a "high-tech trap." We break down why the "Tesla" lease is locked in until 2034, how the REIT's low 35% gearing acts as a war c

Read the full in-depth article with video at YOUTUBE ➡️ https://youtu.be/V1_4PrG-JxE SUBSTACK ➡️ https://open.substack.com/pub/investingiguana/p/the-hidden-gem-reit-with-41-upside?r=5enmf1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true 🟩 The Singapore market is finally waking up, with the STI hitting new highs as global capital rotates out of the US and into Asia. But before you chase the sea of green, you need to be careful. A rising tide lifts all boats, but some of these stocks are leaking. High yields can be dangerous traps, and "record dividends" might be masking unsustainable valuation premiums. If you buy blindly into this rally without checking the fundamentals, you risk buying at the top or catching a falling knife. In this video, we go beyond the headline

🟩 The Straits Times Index has hit a stunning 4,744 points, with DBS smashing through the $58 barrier to reach an all-time high. For many Singaporean investors, this euphoria brings a dangerous question: is this the new normal for our banks, or are we staring at the biggest bull trap of the decade? The Fear of Missing Out is kicking in as headlines scream about record dividends, but pressing the buy button right now could be a costly mistake if you don't understand the hidden risks lurking beneath the surface of this rally. In this market update, we look past the hype and use the Piotroski F-Score to separate the quality "Iron Rice Bowl" stocks from the potential yield traps. We dive deep into the math behind DBS's 6.1% forward yield, OCBC's payout commitment, and the concerning asset quali

Read the full in-depth article with video atYOUTUBE ➡️ https://youtu.be/sVUFNP9uTxwSUBSTACK ➡️https://open.substack.com/pub/investingiguana/p/sgx-delisting-crisis-is-this-your?r=5enmf1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true🟩 Imagine waking up to find your safe, boring dividend stock has turned grey on your brokerage app—no buy button, no sell button, and your capital trapped in a private company with zero exit route. This isn't a hypothetical nightmare; it is the accelerating reality on the Singapore Exchange (SGX) right now. In 2024 alone, 20 companies delisted, and the trend is only heating up in 2025 as controlling shareholders exploit the "Liquidity Premium" to privatize undervalued assets at your expense.In this deep dive, we expose the "Privatization Arb

Read the full in-depth article with video atYOUTUBE ➡️ https://youtu.be/sVUFNP9uTxwSUBSTACK ➡️https://open.substack.com/pub/investingiguana/p/sgx-delisting-crisis-is-this-your?r=5enmf1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true🟩 Imagine waking up to find your safe, boring dividend stock has turned grey on your brokerage app—no buy button, no sell button, and your capital trapped in a private company with zero exit route. This isn't a hypothetical nightmare; it is the accelerating reality on the Singapore Exchange (SGX) right now. In 2024 alone, 20 companies delisted, and the trend is only heating up in 2025 as controlling shareholders exploit the "Liquidity Premium" to privatize undervalued assets at your expense.In this deep dive, we expose the "Privatization Arb

If video does not load,Read the full in-depth article with video atYOUTUBE ➡️ youtu.be/HCvCuGw3LLASUBSTACK ➡️https://investingiguana.substack.com/p/capitalands-260m-warning-why-safe🟩 Most retail investors saw CapitaLand’s recent S$260 million "Omega 1" announcement and scrolled right past it, thinking it was just boring industrial news. But they missed a critical signal: this isn't just a warehouse; it's a fully automated, pre-leased "cyborg" facility that represents a massive shift in the industrial landscape. If you are currently holding generic industrial REITs in your portfolio, you need to pay attention because the rules of the game have fundamentally changed. The market is splitting in two, and old-school manual warehouses are rapidly becoming liabilities that could drag down your di

🟩 The Straits Times Index just hit a new all-time high, but if you’re a retiree or income investor, that flashing green screen might be hiding a dangerous trap. While bank stocks like DBS are soaring on dividend optimism, REITs are lagging behind, creating a market divergence that confuses even seasoned investors. The big question keeping everyone up at night is simple but critical: Is this the top, or are we just getting started? In this video, we cut through the euphoria to examine the hard numbers behind the headlines. We’ll analyze why DBS is "hedging" its way to record payouts, why Frasers Centrepoint Trust (FCT) is making smart defensive moves with its new green loan, and why the rumors surrounding OUE REIT’s overseas ambition might be a red flag you can't afford to ignore. We aren't