Shyon
04-15 22:22

I’m holding both sides of this barbell — I own $DBS(D05.SI)$ $ocbc bank(O39.SI)$ $Sembcorp Ind(U96.SI)$ because they play different roles in my portfolio. The banks give me stability & steady dividend income, especially when NIM remains strong. DBS and OCBC are core long-term compounders rather than trading positions.

Sembcorp, on the other hand, is my growth engine. The renewable energy transition in Asia is a multi-year structural trend. I like that Sembcorp is already executing & hitting targets ahead of schedule, which lowers execution risk. So while banks anchor downside protection, Sembcorp provides upside optionality tied to energy transition growth.

If I had to choose, I wouldn’t — the strength of the SG market is exactly this balance. “Boring” dividend names plus selective growth exposure makes the portfolio more resilient. I’m happy collecting dividends from the banks while letting Sembcorp run for longterm trend.
@Tiger_Contra @TigerStars @Tiger_comments @TigerClub

# SGX Stocks Opportunities

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