Holding CDL? Don't Be the HDB Owner Upgrading Into a 154% Debt Trap | Weekly Gainers & Losers |🦖

Holding CDL? Don't Be the HDB Owner Upgrading Into a 154% Debt Trap | Weekly Gainers & Losers |🦖

The STI flirted with 5,000 this week — and the crowd celebrated. I ran the forensic numbers and found something more uncomfortable. A REIT with 10% institutional-driven price gains, a 5.2% trailing yield, gearing at 41.5%, and interest coverage at 2.0x. That yield is not a reward. It is a risk premium dressed in dividend clothing. Meanwhile, AEM Holdings quietly posted a free cash flow swing of over S$153 million in a single year — from −S$41.7m to +S$111.5m — and an Altman Z-Score of 10.82. The market was late. The balance sheet told the story months ago.

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