DBS Named 7 Deep-Value Stocks. My Forensic Screen Red-Flags 2 of Them đŚ
đ The Angle
2.96% and 3.03% are the numbers that made me pause. DBS calls Keppel and SingTel deep-value plays, but my forensic screen asks a different question: can their recurring distributions do the income job today? DBS's value-unlocking framework is credible, but it does not automatically answer the cashflow question.
đ° What It Means For You
For a CPF, SRS, or dividend portfolio, a strong growth story can still leave the monthly income gap unresolved. Keppel remains below my 3.2% Forensic Floor, while SingTel misses my 4.7% yield hurdle on ordinary distributions. SingTel's value-realisation payments are real, but they are funded by asset sales rather than recurring earnings.
đş YouTube: https://youtu.be/yT4bq1-lFKo
đŠ Substack: https://investingiguana.com/p/dbs-named-7-deep-value-stocks-my
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