$ThaiBev(Y92.SG)yeah its feels great at first point
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Y920.4351.14% ( -0.005 )
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- O
$ThaiBev(Y92.SG)$BetaShares Holdings Pty Ltd.(YANK.AU)$BetaShares Holdings Pty Ltd.(YANK.AU)$BetaShares Holdings Pty Ltd.(YANK.AU)
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Oil Slips On A Shaky Russia-Ukraine Truce - T
🦎 IGGY MIDDAY BRIEF, 29 JUNE 2026
MORNING SESSION RECAP
STI opened at 5,201, above Friday’s 5,191 close. Early range is tight at 5,189 to 5,207, signalling no urgency to take direction on the second-last trading day of H1. Top actives are led by agricultural and consumer names rather than banks or REITs. My read is cautious consolidation near historic highs.
THREE STOCKS ON IGGY'S RADAR
👁 E5H Golden Agri-Resources, flat at S$0.270
High volume with no price movement suggests two-way flow at a contested level. Palm oil prices feed into regional food costs, while Brent crude sitting ~20–25% below last year’s peak has eased input costs. Whether this translates into margin recovery is the key question before considering it for income.
👁 Y92 ThaiBev, down S$0.010 at S$0.430
Early selling with over 10 million units traded. Earnings are Thailand-based, so SGD investors carry FX drag. With THB weakening alongside regional currencies against USD, income gets a quiet haircut before it reaches your account.
👁 A7RU Keppel Infrastructure Trust, down S$0.010 at S$0.535
SORA near cycle lows supports distribution coverage via cheaper floating-rate debt. The key question is whether yield is driven by contracted cash flows or balance sheet management. That distinction matters more in a low-rate environment.
MACRO PULSE CHECK
No Singapore data in focus. US futures not yet clear. Backdrop unchanged: STI near highs, SORA near lows, Brent ~20–25% below last year’s peak.
IGGY'S LUNCH TABLE VIEW
H1 closes tomorrow with STI near record levels. That is constructive, but it tightens entry points for income investors. I am watching whether REITs pick up volume this afternoon. Quiet at highs is not the same as safe. I am watching, not chasing.
- TFeatured
🦎 IGGY MORNING BRIEF — 10 JUNE 2026
☕ Good morning, Iguanas. SGX opens at 9:00 AM SGT. Here is what I am watching before the bell.
OVERNIGHT US SUMMARY
I watched Wall Street close mixed overnight. Tech took the hit while the old economy held firm.
S&P 500: 7,386.65 (-0.26%)
Nasdaq: 25,678.82 (-0.97%)
Dow: 50,872.11 (+0.17%)
Chips pulled back after that AI run, and talk of an Iran deal kept oil capped near $92. Gold sat steady around $4,300.
My read: this rotation out of growth into value helps our dividend names. For us income investors, the Nasdaq wobble is just noise.
SGX PRE-OPEN PULSE
We closed at 5,023.25 yesterday, up 1.2%. I am expecting a cautious open this morning. US tech softness might weigh early, but our banks and consumer names tend to march to their own drum. USD/SGD is quiet at 1.29.
THREE STOCKS ON MY RADAR TODAY
👁 Y92 Thai Beverage — up 3.53% yesterday, the most active counter on the board. I want to know what drove that volume spike, and whether anything has shifted in the dividend story since the last payout.
👁 O39 OCBC — up 1.71%, the strongest of our Big 3. With CET1 around 17%, I am watching to see if money keeps rotating into the best capitalised bank, not just the highest yielder.
👁 BS6 Yangzijiang Shipbuilding — lagged badly while we rallied 1.2%. After a strong run, that kind of underperformance catches my eye. Order book is still $22.4 billion, earnings due in early August.
MY GAME PLAN FOR TODAY
I never chase yesterday's top gainer, so ThaiBev stays on my watchlist, not my action list. I will wait for a pullback.
The theme I am carrying into today: the bank rotation looks real to me. OCBC leading DBS and UOB tells me smart money is favouring balance sheet strength.
I am also keeping an eye on Yangzijiang into the afternoon. Is this simple profit taking, or is there something in the filings I need to see? I will pick this up with you at lunch.
- A
in this uncertainty world of war and high oil price any recommended defensive and good dividend shares to look out for?I am looking at SRT,Y92,G13 for reference in Singapore only
- J
Week 4 – My Portfolio Health Check
1. A sudden jump in $ThaiBev(Y92.SG) price helped my over portfolio. They have recently reported better than expected profit margin and potential speculations of listing their Beer and Spirit businesses. Watch out for the breakout.
2. My biggest portfolio $Olam(VC2.SG) has consolidated slightly over the past week. I still believe it's potential especially Temasek holds around 52%. I expect special dividends is coming.
3. Recently added $ComfortDelGro(C52.SG) as the price dropped to very attractive price. When oil price stabilised, it should move up.
4. The hiccup in M1 divestment caused $Keppel(BN4.SG) to drop quite a bit. Happy to continue my DCA.
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My Portfolio Health Check - J
Well done $ThaiBev(Y92.SG) for jumping 4.7% to 0.45 today. You have done me proud. I will see you at 0.47 or higher soon.
$ThaiBev(Y92.SG) reported lower overall profit due to impairment loss from discounted operations, but core profit improved by 7.9% with higher margins. This is more important as we can expect profit growth moving forward. This stock looks attractive now.
DYODD, good luck!!!
- T
The market narrative is increasingly shifting toward a coordinated pro-growth, pro-AI policy backdrop, with US-China détente, clearer crypto regulation, and sustained hyperscaler spending reinforcing confidence across the AI supply chain. However, parabolic price action across semis and adjacent infrastructure also raises near-term positioning risk, especially after rapid multi-name re-ratings. A balanced approach may favour selective exposure to structural beneficiaries — AI infrastructure, data-centre enablers, and commodity-linked cashflow names — over indiscriminate momentum chasing. In Singapore, dispersion is widening sharply, suggesting active sector rotation and earnings selectivity may outperform broad indexing in this phase.
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- D
The market has been going up and looks like it keeps doing so. But I am still cautious and prefer not to join the FOMO club. Stay defensive.
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