3 Catalysts vs. 3 Red Flags: The Math Behind the STI ETF in 2026 | 🦖 EP1414 #investingiguana

🟩 The "boring" Singapore market just woke up. The SPDR Straits Times Index ETF (ES3) has smashed through the five-dollar barrier, proving the critics wrong who called the STI a "flatline" index for years. But now that we are trading at record highs in February 2026, every serious investor is asking the same dangerous question: Is this the peak before a painful drop, or is the Singapore yield engine just finding its second gear?

In today's video, we strip away the noise and look strictly at the math. We’re breaking down the "Bank Fortress" capital driving the eighteen-cent dividend payout and analyzing why the fund is trading at such a premium right now. But we aren't just looking at the good news; I’m also exposing the three critical red flags—including the "NIM Squeeze" and mean reversion risks—that suggest the margin of safety might be much thinner than the current price suggests.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":530071510795816,"tweetId":"530071510795816","gmtCreate":1770433717979,"gmtModify":1770436058819,"author":{"id":4116373681054822,"idStr":"4116373681054822","authorId":4116373681054822,"authorIdStr":"4116373681054822","name":"The Investing Iguana","avatar":"https://community-static.tradeup.com/news/a5b8d1ba313947828839993eb5115542","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"29815c1501c442c58b708482689df577-1","templateUuid":"29815c1501c442c58b708482689df577","name":"Emerging Contributor","description":"Contributors who received Editor's Pick for the 1st time","bigImgUrl":"https://static.tigerbbs.com/4ce9180a952c61a51c39f70d533b81a7","smallImgUrl":"https://static.tigerbbs.com/f98cf16cf4b858114f7ab9a779f9e6f1","redirectLinkEnabled":0,"redirectLink":"https://ttm.financial/TW/9000980585","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.12","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":2461,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/b32a5c60a0b867e78f0209e15b803738","width":"1920","height":"1080"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/b32a5c60a0b867e78f0209e15b803738"}],"title":"3 Catalysts vs. 3 Red Flags: The Math Behind the STI ETF in 2026 | 🦖 EP1414 #investingiguana","extraTitle":"","html":"<html><head></head><body><img src=\"https://community-static.tradeup.com/news/b32a5c60a0b867e78f0209e15b803738\" tg-width=\"1920\" tg-height=\"1080\">🟩 The \"boring\" Singapore market just woke up. The SPDR Straits Times Index ETF (ES3) has smashed through the five-dollar barrier, proving the critics wrong who called the STI a \"flatline\" index for years. But now that we are trading at record highs in February 2026, every serious investor is asking the same dangerous question: Is this the peak before a painful drop, or is the Singapore yield engine just finding its second gear?In today's video, we strip away the noise and look strictly at the math. We’re breaking down the \"Bank Fortress\" capital driving the eighteen-cent dividend payout and analyzing why the fund is trading at such a premium right now. But we aren't just looking at the good news; I’m also exposing the three critical red flags—including the \"NIM Squeeze\" and mean reversion risks—that suggest the margin of safety might be much thinner than the current price suggests.</body></html>","htmlText":"<html><head></head><body><img src=\"https://community-static.tradeup.com/news/b32a5c60a0b867e78f0209e15b803738\" tg-width=\"1920\" tg-height=\"1080\">🟩 The \"boring\" Singapore market just woke up. The SPDR Straits Times Index ETF (ES3) has smashed through the five-dollar barrier, proving the critics wrong who called the STI a \"flatline\" index for years. But now that we are trading at record highs in February 2026, every serious investor is asking the same dangerous question: Is this the peak before a painful drop, or is the Singapore yield engine just finding its second gear?In today's video, we strip away the noise and look strictly at the math. We’re breaking down the \"Bank Fortress\" capital driving the eighteen-cent dividend payout and analyzing why the fund is trading at such a premium right now. But we aren't just looking at the good news; I’m also exposing the three critical red flags—including the \"NIM Squeeze\" and mean reversion risks—that suggest the margin of safety might be much thinner than the current price suggests.</body></html>","text":"🟩 The \"boring\" Singapore market just woke up. The SPDR Straits Times Index ETF (ES3) has smashed through the five-dollar barrier, proving the critics wrong who called the STI a \"flatline\" index for years. But now that we are trading at record highs in February 2026, every serious investor is asking the same dangerous question: Is this the peak before a painful drop, or is the Singapore yield engine just finding its second gear? In today's video, we strip away the noise and look strictly at the math. We’re breaking down the \"Bank Fortress\" capital driving the eighteen-cent dividend payout and analyzing why the fund is trading at such a premium right now. But we aren't just looking at the good news; I’m also exposing the three critical red flags—including the \"NIM Squeeze\" and mean reversion risks—that suggest the margin of safety might be much thinner than the current price suggests.","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/530071510795816","repostId":0,"isVote":1,"tweetType":1,"viewCount":22,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["STI.SI","ES3.SI","STI","FDN"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":746,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/530071510795816"}