My Singtel position is slowly creeping up. It feels like the stock is currently at the foot of the mountain—hope my ” bottoming out“ thesis isn’t wrong. It’s pretty much immune to broader market movements; market rallies barely wake it up, and market drops don‘t rattle it either. That’s a textbook defensive play for you.
My buying rationale? I’m high on its AI assets and the massive growth potential of its stakes in the Indian market. 💎
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