The Investing Iguana

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    • The Investing IguanaThe Investing Iguana
      ·02-15 21:50

      The Forensic Top 20: 52% Implied Upside in Prime US REIT & SGX AI Powerhouses | 🦖 EP1429

      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
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      The Forensic Top 20: 52% Implied Upside in Prime US REIT & SGX AI Powerhouses | 🦖 EP1429
    • The Investing IguanaThe Investing Iguana
      ·02-14 09:23

      Budget 2026 Analysis: Why a $1,500 CPF Top-Up & 4% CareShield Hikes Matter | 🦖EP1427

      🟩 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.
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      Budget 2026 Analysis: Why a $1,500 CPF Top-Up & 4% CareShield Hikes Matter | 🦖EP1427
    • The Investing IguanaThe Investing Iguana
      ·02-13 16:52

      iFast: Why Triple-Digit Profit Growth Matters at STI 5,000 (SGX Daily Pulse 13 Feb) | 🦖EP1425

      🟩 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
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      iFast: Why Triple-Digit Profit Growth Matters at STI 5,000 (SGX Daily Pulse 13 Feb) | 🦖EP1425
    • The Investing IguanaThe Investing Iguana
      ·02-13 16:52

      iFast: Why Triple-Digit Profit Growth Matters at STI 5,000 (SGX Daily Pulse 13 Feb) | 🦖EP1425

      🟩 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
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      iFast: Why Triple-Digit Profit Growth Matters at STI 5,000 (SGX Daily Pulse 13 Feb) | 🦖EP1425
    • The Investing IguanaThe Investing Iguana
      ·02-12

      StarHub Analysis: Why Net Profit Dropped 46.2% (Forensic Audit) (SGX Daily Pulse 12 Feb 2026) | 🦖

      🟩 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
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      StarHub Analysis: Why Net Profit Dropped 46.2% (Forensic Audit) (SGX Daily Pulse 12 Feb 2026) | 🦖
    • The Investing IguanaThe Investing Iguana
      ·02-12

      StarHub Analysis: Why Net Profit Dropped 46.2% (Forensic Audit) (SGX Daily Pulse 12 Feb 2026) | 🦖

      🟩 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
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      StarHub Analysis: Why Net Profit Dropped 46.2% (Forensic Audit) (SGX Daily Pulse 12 Feb 2026) | 🦖
    • The Investing IguanaThe Investing Iguana
      ·02-12

      StarHub Analysis: Why Net Profit Dropped 46.2% (Forensic Audit) (SGX Daily Pulse 12 Feb 2026) | 🦖

      🟩 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
      84Comment
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      StarHub Analysis: Why Net Profit Dropped 46.2% (Forensic Audit) (SGX Daily Pulse 12 Feb 2026) | 🦖
    • The Investing IguanaThe Investing Iguana
      ·02-11

      CLI FY2025 Review: Why Total Profit Dropped 70% (Analysis) (SGX Daily Pulse 11 Feb 2026) | 🦖 EP1422

      🟩 The Straits Times Index is finally knocking on the door of 5,000 points—a psychological barrier we haven't touched in a decade. But if you are looking at your screen and feeling nervous rather than celebratory, you aren't alone. While the headlines scream "record highs," the actual floor is slippery. From valuation fatigue in our most reliable "defensive" stocks to massive revaluation "baths" in the property sector, the rising tide isn't lifting every boat anymore. For investors in the "Retirement Red Zone" (ages 50-65), blindly buying the index at these dizzying heights could mean overpaying for safety that simply isn't there. In today’s deep dive, we strip away the corporate hype to look at the hard math behind the biggest movers of 2026. I break down CapitaLand Investment’s shocking 7
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      CLI FY2025 Review: Why Total Profit Dropped 70% (Analysis) (SGX Daily Pulse 11 Feb 2026) | 🦖 EP1422
    • The Investing IguanaThe Investing Iguana
      ·02-10

      2026 Mile Audit: How Insurance & Medical Bills Fund Business Class |🦖EP1419

      🟩 Welcome to the "Retirement Red Zone" of 2026. If you have checked your credit card statements recently, you have likely noticed a disturbing trend: the banks are quietly "nuking" your rewards. The golden era of swiping for easy miles on insurance premiums, property taxes, and medical bills is officially dead. For retirees and investors over 50, this isn't just an annoyance; it is a massive leak in your lifestyle portfolio that is costing you thousands in lost travel value while inflation eats away at your cash In this episode, we are conducting a full 2026 Retiree Mile Audit. We are moving beyond the simple "swipe and hope" strategy to deploy institutional-grade arbitrage tactics. I will break down exactly how to bypass the new "MCC Nukes" using specific tools like CardUp and Citi PayAll
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      2026 Mile Audit: How Insurance & Medical Bills Fund Business Class |🦖EP1419
    • The Investing IguanaThe Investing Iguana
      ·02-10

      2026 Mile Audit: How Insurance & Medical Bills Fund Business Class |🦖EP1419

      🟩 Welcome to the "Retirement Red Zone" of 2026. If you have checked your credit card statements recently, you have likely noticed a disturbing trend: the banks are quietly "nuking" your rewards. The golden era of swiping for easy miles on insurance premiums, property taxes, and medical bills is officially dead. For retirees and investors over 50, this isn't just an annoyance; it is a massive leak in your lifestyle portfolio that is costing you thousands in lost travel value while inflation eats away at your cash. In this episode, we are conducting a full 2026 Retiree Mile Audit. We are moving beyond the simple "swipe and hope" strategy to deploy institutional-grade arbitrage tactics. I will break down exactly how to bypass the new "MCC Nukes" using specific tools like CardUp and Citi PayAl
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      2026 Mile Audit: How Insurance & Medical Bills Fund Business Class |🦖EP1419
     
     
     
     

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