--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/100000000748351.md" description: "🦎 πˆπ†π†π˜ πŒπˆπƒπ€π˜ ππ‘πˆπ„π… β€” 𝐉𝐔𝐍𝐄 πŸπŸ–, πŸπŸŽπŸπŸ”πŸ± Lunchtime check-in, Iguanas. Here is what the morning told me.πŒπŽπ‘ππˆππ† 𝐑𝐄𝐂𝐀𝐏STI opened flat after US selloff, recovered on financials. DBS hit S$65.60 fresh high, now S$65.55 +0.8%. OCBC led at S$25.05 +1.7%. REITs saw elevated volume to downside.Volume: OCBC above 30-day avg, DBS slightly below. Bank vs REIT divergence playing out.𝐓𝐇𝐑𝐄𝐄 πŒπŽπ•π„π‘π’πŸ‘ 𝐃𝐁𝐒 (πƒπŸŽπŸ“) +0.8% β€” New high S$65.60. Net flow +S$82m. Higher rates = NIM tailwind. Zone 2 Watchlist.πŸ‘ πŽπ‚ππ‚ (πŽπŸ‘πŸ—) +1.7% β€” Strongest Big Three, +5.5% on week. CET1 17.0%, highest buffer. Zone 1 Fortress for capital, not income β€” yield still below 4.7% hurdle.πŸ‘ 𝐊𝐞𝐩𝐩𝐞π₯ 𝐃𝐂 π‘π„πˆπ“ (𝐀𝐉𝐁𝐔) -1.3% β€” S$2.24, flow -S$14m. Warsh rate signal pressuring REITs. Zone 3 Conditional. Gearing 34.8%, yield 4.55% below hurdle.πŒπ€π‚π‘πŽ 𝐏𝐔𝐋𝐒𝐄US futures modestly lower. No new data. Pattern holds: rate-sensitive names pressured, NIM names firm.𝐋𝐔𝐍𝐂𝐇 π•πˆπ„π–Bank buying looks steady, not speculative. REIT selling orderly, not panic. I do not chase a 1.7% move at lunch. Let afternoon confirm.Watching if AJBU holds S$2.22 or breaks lower into close.πŸ“Ί youtube.com/@investingiguanaπŸ“ investingiguana.comπŸ’¬ t.me/iggytheinvestingiguanaπ‘π‘œπ‘‘ π‘“π‘–π‘›π‘Žπ‘›π‘π‘–π‘Žπ‘™ π‘Žπ‘‘π‘£π‘–π‘π‘’." datetime: "2026-06-18T06:39:33.000Z" locales: - [en](https://longbridge.com/en/topics/100000000748351.md) - [zh-CN](https://longbridge.com/zh-CN/topics/100000000748351.md) - [zh-HK](https://longbridge.com/zh-HK/topics/100000000748351.md) author: "[TheInvestingIguana](https://longbridge.com/en/profiles/22116548.md)" generator: "portal-rs" --- # 🦎 πˆπ†π†π˜ πŒπˆπƒπ€π˜ ππ‘πˆπ„π… β€” 𝐉𝐔𝐍𝐄 πŸπŸ–, πŸπŸŽπŸπŸ”πŸ± Lunchtime chec… ### Related Stocks - [AJBU.SG](https://longbridge.com/en/quote/AJBU.SG.md) - [D05.SG](https://longbridge.com/en/quote/D05.SG.md) - [DBSDY.US](https://longbridge.com/en/quote/DBSDY.US.md) - [O39.SG](https://longbridge.com/en/quote/O39.SG.md) - [X1JU.SG](https://longbridge.com/en/quote/X1JU.SG.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**