ๆถ็ๆ่ก
่ฏๅ้่ก ๆถ็็๐ฆ ๐๐๐๐ ๐๐๐๐๐ ๐๐๐๐๐ โ ๐๐๐๐ ๐๐, ๐๐๐๐
๐ฑ Lunchtime check-in, Iguanas. Here is what the morning told me.
๐๐๐๐๐๐๐ ๐๐๐๐๐
STI 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.
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๐ ๐๐๐ (๐๐๐) +0.8% โ New high S$65.60. Net flow +S$82m. Higher rates = NIM tailwind. Zone 2 Watchlist.
๐ ๐๐๐๐ (๐๐๐) +1.7% โ Strongest Big Three, +5.5% on week. CET1 17.0%, highest buffer. Zone 1 Fortress for capital, not income โ yield still below 4.7% hurdle.
๐ ๐๐๐ฉ๐ฉ๐๐ฅ ๐๐ ๐๐๐๐ (๐๐๐๐) -1.3% โ S$2.24, flow -S$14m. Warsh rate signal pressuring REITs. Zone 3 Conditional. Gearing 34.8%, yield 4.55% below hurdle.
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US futures modestly lower. No new data. Pattern holds: rate-sensitive names pressured, NIM names firm.
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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.
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