I’m also watching Wilmar and Singtel. Wilmar's exposure to the food supply chain is a good inflation hedge. Singtel’s ongoing restructuring and regional investments could unlock more value, so it’s on my watchlist. I’ve been tempted to start a small position soon if the price dips.
Flex Ltd surprised me—I didn’t realize they had such a strong presence in Singapore. I also think Keppel Corp or ST Engineering could join the list in the near future, especially with their push into renewables and defense tech. Curious what others think and are holding from this list!
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- DebbyLily·07-04I love your focus on DBS! Its digital strategy truly sets it apart in this competitive landscape.LikeReport
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- CarterSilas·07-04Great insightsLikeReport