To The Moon

I've started to accumulate and open a position in NetLink NBN Trust (CJLU.SI) because I see it as a stable, income-generating play backed by Singapore's essential digital infrastructure. As the owner and operator of the nationwide fibre network, NetLink plays a critical role in enabling broadband connectivity across households and businesses. With the rise of data consumption, remote work, and digital transformation, demand for fibre connectivity remains solid, giving the trust a reliable and recurring revenue stream.

What makes me bullish on NetLink NBN Tr is its defensive nature and consistent cash flow, even during economic uncertainty. Its business model is largely regulated, providing visibility and stability in earnings, while its low gearing and steady dividend yield make it an attractive holding for long-term investors seeking both income and security. Unlike cyclical counters, NetLink's performance is underpinned by Singapore's national broadband usage—something that will only grow as the country deepens its smart nation and 5G infrastructure ambitions.

I also see long-term upside potential as NetLink continues to expand its network coverage and tap into new growth areas such as 5G backhaul, smart city connectivity, and enterprise fibre solutions. While it may not deliver explosive short-term gains, the combination of steady dividends, infrastructure resilience, and digital economy exposure makes it a solid core holding in my portfolio. Accumulating gradually allows me to benefit from consistent yield while positioning early for structural growth in Singapore’s digital backbone.

@TigerStars  @Tiger_comments