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&showWelcomeOnShare=true
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