🦎 IGGY CLOSING BRIEF, 3 AUGUST 2026

🌆 That is a wrap on Monday, Iguanas. Here is what the session delivered.

SESSION SUMMARY

STI closed at 5,612.3, down 16.22 points, about 0.3 percent. The index opened lower and cautious, banks were mixed rather than leading a clear direction, and that quiet, slightly negative tone held through to the close. No single dominant catalyst drove the session either way. This mostly confirmed the cautious open rather than contradicting it.

THREE MOVERS IGGY IS WATCHING

👁 5E2 Seatrium, 2.230, up 3.72 percent

Second straight session of gains following Friday's 1H2026 profit print. The market is continuing to reward the 373 million dollar net profit number. My own read has not changed, I still want to see whether cash conversion and interest cover moved with the profit before I treat the underlying balance sheet concern as resolved.

👁 Z74 Singtel, 4.400, down 0.90 percent

A smaller pullback today, still trading in the range set by Friday's ex-dividend adjustment. No new confirmed detail on the Nxera dual listing exploration since Friday. This one is still early days, nothing to update yet.

👁 AJBU Keppel DC REIT, 2.200, down 1.35 percent

Gave back Friday's bounce. The Cardiff data centre vacancy is still the driver behind the occupancy miss I have flagged on this name, and today's move does not change that story either way.

MACRO INTO TOMORROW

Nothing new confirmed on the macro front since this morning. Worth noting for the week ahead, SGX itself reports FY2026 results this Thursday, 6 August, which is the next real data point for a name I already track on the yield side.

IGGY'S END OF DAY READ

A quiet, mixed session with no big swings, and nothing here changes my yield discipline. Seatrium's earnings driven rally is the standout of the day, the rest is a normal Monday drift.

Not financial advice. Iggy's Forensic Compliance Standards apply.