To The Moon

Addvalue Technologies is currently caught in a violent tug-of-war between a glowing "turnaround" narrative and a cold, quantitative reality. While analysts are hailing a potential 45% upside fueled by the satellite connectivity boom, the forensic math suggests a massive "Forensic Gap" where the market price has outrun the fundamental floor. This analysis audits the "Connectivity-as-a-Service" model, stress-testing Addvalue’s high-margin IDRS system against its alarming InvestingPro Fair Value. We dive deep into the specific metrics that matter—examining why a 4/5 operational health score is being overshadowed by a 1/5 relative value rank and a governance fracture that saw 54% of shareholders reject management’s incentive plans Read the full in-depth article with video at YOUTUBE ➡️ https:/

🟩 The STI has finally smashed through the 5,000 mark – and every kopitiam uncle, WhatsApp group and Telegram channel is screaming “buy now” as if this rally cannot fail. But if you are in your 40s, 50s or already in the retirement red zone, chasing headlines at all-time highs is exactly how you blow up a portfolio that is supposed to fund your golden years. When momentum runs this hot, one wrong move in banks, REITs or cyclicals can turn “passive income” into permanent capital loss. In today’s forensic breakdown, Iggy walks through the real math behind the STI 5,000 breakout — from bank NIMs and CET1 buffers, to SIA Engineering’s MRO margins, Sri Trang’s net margin collapse, and United Hampshire US REIT’s 38.9% gearing. You will see how small shifts in interest rates, costs and cash flows

🟩 The STI has finally smashed through the 5,000 mark – and every kopitiam uncle, WhatsApp group and Telegram channel is screaming “buy now” as if this rally cannot fail. But if you are in your 40s, 50s or already in the retirement red zone, chasing headlines at all-time highs is exactly how you blow up a portfolio that is supposed to fund your golden years. When momentum runs this hot, one wrong move in banks, REITs or cyclicals can turn “passive income” into permanent capital loss. In today’s forensic breakdown, Iggy walks through the real math behind the STI 5,000 breakout — from bank NIMs and CET1 buffers, to SIA Engineering’s MRO margins, Sri Trang’s net margin collapse, and United Hampshire US REIT’s 38.9% gearing. You will see how small shifts in interest rates, costs and cash flows

🟩 The Straits Times Index (STI) has finally hit the 5,000-point milestone, and the market euphoria is real—everyone from the kopitiam uncles to the retail crowd is popping champagne. But while the mainstream media celebrates, we need to do a serious "vibe check." Trading on milestones is a dangerous game, especially if you’re in the Retirement Red Zone. The math doesn’t care about the celebration, and if you're buying in now just because of the hype, you might be setting yourself up to hold the bag when the forensic reality sets in. In this deep dive, I’m peeling back the skin of this rally to reveal the "Second Engine" hidden underneath the banking sector's massive run. We’re going forensic on the heavy lifters like CSE Global (544.SI) and Yangzijiang Maritime (8YZ.SI) to see if their mas

🟩 Is Lendlease REIT's (LREIT) 3.1% dividend increase hiding a dangerous trap? While management celebrates higher payouts for 1H FY2026, the forensic math reveals a troubling truth: gross revenue fell 1.6%, net property income dropped 1.2%, and the Interest Coverage Ratio sits at just 1.8 times. This Singapore REIT grew distributions not through stronger mall performance, but through debt refinancing and asset sales—moves you can only pull off once. Your Institutional Asian Uncle breaks down the gap between LREIT's engineered dividend growth and its shrinking organic revenue. I reveal why like-for-like tenant sales grew just 1.1% (not the headline 7.2%), what the 1.8x ICR really means for your capital safety, and why quantitative models price fair value at 27 cents—far below current trading

In this episode, Iggy pulls out the magnifying glass and walks through the “Forensic Top 20” SGX list ranked by implied upside (the gap between today’s price and analyst consensus target). We’ll look at why the big banks can have slim upside while selected REITs and AI infrastructure plays show wider “math gaps” worth inspecting—like Prime US REIT (OXMU) and the data centre REIT names Keppel DC REIT (AJBU) and NTT DC REIT (NTDU). We’ll also connect the dots on Singtel’s Nxera push, including its DC Tuas facility with 58MW of AI-ready capacity. Read the full in-depth article with video at YOUTUBE ➡️ https://youtu.be/D-Wrc2DyOdg SUBSTACK ➡️ https://open.substack.com/pub/investingiguana/p/the-forensic-top-20-where-the-smart?r=5enmf1&utm_campaign=post&utm_medium=web&showWelcomeOnSh

🟩 The Singapore Budget 2026 just dropped, and it looks like a major shift. You might see a drop in your monthly take-home pay due to new CPF rates. It feels like a squeeze on your wallet right now. Many investors are worried about the government spending more money than before. You need to know if this hurts our economy or if it saves it.I call this move the "Great Pivot." The government is spending money now to fix problems before they get worse. Think of it as fixing a leaky roof while the sun is still shining. In this video, I break down the "Silver Tilt" strategy. I explain which sectors will win big from the new vouchers and healthcare spending. I also warn you about the businesses that will suffer from higher labor costs.

🟩 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 fuelin

🟩 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 fuelin

🟩 The Straits Times Index is knocking on the door of a historic 5,000 points, and the euphoria in the CBD is thicker than a Kopi C. Everyone looks like a financial genius when the tide is rising, but as a forensic auditor, my job is to look past the sparkles to see the rocks underneath. We are staring at a massive psychological ceiling, and if you are chasing capital gains right now without looking at the fundamentals, you might be walking into a trap just as the smart money starts taking profit. In today's deep dive, I strip away the bull market hype and apply the "hard math" to the day's biggest movers. I’m breaking down Singapore Exchange (S68) and its "Toll Collector’s Bonus," performing a forensic audit on StarHub’s (CC3) alarming 46% profit drop, and analyzing whether Far East Hospit