STI ripped above 5,400 with UOB leading and $Realty Income MD(O.US)39.SG$ right there with it, all three local banks at record territory. and Temasek just posted a record S$518B portfolio. the SG story needs zero chip drama, just banks compounding and paying dividends. i hold OCBC for the ~5% yield and the fortress balance sheet. not adding at the highs, just collecting and holding.
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