Shyon
08-11 15:56
I’m leaning D — Holding Steady. The STI’s ~23% YTD rally is impressive, but I don’t think the story is over. Singapore’s banks continue delivering strong earnings and dividends, while SGX benefits from stronger capital-market activity. If earnings remain solid, the STI could still challenge 6,000.

That said, I wouldn’t chase aggressively here. After such a strong run, consolidation around 5,400–5,700 would be healthy. I’d rather keep my core positions, reinvest dividends and add selectively on pullbacks. I’m more comfortable staying invested than trying to guess the exact top. The key risk is whether falling rates pressure bank NIMs enough to offset wealth management and fee-income growth.

For me, this rally is increasingly about earnings, dividends and compounding. If banks keep executing and SGX $SGX(S68.SI)$ stays strong, I’m happy to hold and let the cash flows do the work. 🐯🇸🇬

@SGX_Stars @TigerStars @TigerClub @Tiger_comments @Tiger_SG

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Comments

  • MoiraHorace
    08-11 17:13
    MoiraHorace
    Same here — holding SGX and drip mode makes more sense than top-ticking. Do you see fee growth cushioning NIM pressure enough?
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