🟩 The STI just hit 5,000—but here's the truth no one is talking about. While the headlines celebrate this psychological milestone, the index has already pulled back to 4,976. If you bought at the peak because of FOMO, you're now down 0.8%. The real question isn't whether we touched 5,000; it's whether the math can carry us to 5,500. And the answer might surprise you: the banks that got us here are running out of steam.
The market is rotating right under your nose. While DBS and UOB cool off, the "Industrial Second Engine" is roaring. iFast just printed 70% profit growth with a clear path to $13. BRC Asia's order book is locked in at $2.2 billion through 2027. Lum Chang doubled its profit while revenue dropped—proof that margin quality beats volume every time. These are the companies fueling the next leg up, not the usual suspects.
Read the full in-depth article with video at
YOUTUBE ➡️ https://youtu.be/kCNSJ7DCMNo
SUBSTACK ➡️https://open.substack.com/pub/investingiguana/p/ifast-and-brc-asia-analysis-why-triple?r=5enmf1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
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