🦎 IGGY MIDDAY BRIEF, 6 July 2026🍱 Lunchtime chec

🦎 IGGY MIDDAY BRIEF, 6 July 2026

🍱 Lunchtime check-in. Here is what the morning session is telling me.

MORNING SESSION RECAP

No confirmed index print at time of writing, so I am reading the tape from movers. Session looks mixed and quieter versus Friday’s record close. Some red, some modest green, nothing signalling broad risk-off. Sembcorp stands out as the main laggard.

THREE STOCKS ON IGGY'S RADAR

👁 U96 Sembcorp Industries, down 3.01% to 5.800

Follow-through from Friday’s Citi downgrade. Intraday low of 5.750 breaks below the prior four-month low. I have not run a full audit, so this remains price-action watch. Key question is whether this stabilises this week or drifts into August results.

👁 544 CSE Global, down 0.78% to 1.270

Structural concern remains. Cash flow not converting cleanly from earnings and yield sits below my minimum hurdle. Not suitable for CPF or SRS at current readings.

👁 C38U CapitaLand Integrated Commercial Trust, down 0.42% to 2.390

Already flagged for caution with at least one metric outside my range. Today’s move is small and does not change the setup.

MACRO PULSE CHECK

No new Singapore data since open. US markets reopen tonight after Friday’s holiday, so direction there matters more for tomorrow than this afternoon. Today’s mixed tape is not saying much.

IGGY'S LUNCH TABLE VIEW

Focus is on whether Sembcorp finds a floor and whether the broader market can hold Friday’s strength without it. One weak name after a downgrade is not a market signal. It stays stock-specific until proven otherwise.

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