The "Cash-Flow Desert" to Avoid (14 Jan SGX Stock News) |🦖EP1378 #investingiguana
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🟩 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 accretion? We also tackle the critical "lock-up expiry" for NTT DC REIT happening today: why the lack of immediate dividends might be a dealbreaker for retirees despite the massive AI hype. Plus, we look at the sobering reality of Olam Group's delayed divestment and what "execution risk" really means for your promised special dividends.
Read the full in-depth article with video at
YOUTUBE ➡️ https://youtu.be/4whzAo9xWmo
SUBSTACK ➡️ https://open.substack.com/pub/investingiguana/p/the-cash-flow-desert-to-avoid-14?r=5enmf1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
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