Iggy the Investing Iguana

EXCLUSIVE: The “Green” Trap — Why Bank Central Asia (BBCA)’s +28% Upside is a Siren Song


Ever seen a stock screaming 28% upside and thought free money? Think again, Singapore investors. I'm Iggy from the Investing Iguana. Models bait you with fair value targets like Rp10,245 for BBCA at Rp8,000. But that's the green trap. In my full analysis on Substack, I showed InvestingPro flags.

SUBSTACK ➡️

open.substack.com/pub/investingiguana/p/exclusive-…

12 hours ago | [YT] | 0

Iggy the Investing Iguana

EXCLUSIVE: Seatrium Trap at S$2.14?

Ever wonder why Seatrium at S$2.14 feels like a trap for your CPF savings? I'm Iggy from The Investing Iguana. Everyone cheers the Maersk settlement; Phoenix II wind vessel delivers Feb 2026. But dig deeper. Seatrium lends Maersk US$250M - that's S$330M+ locked for 10 years. Shipbuilder turns banker. Cash that could cut debt or boost dividends now funds client risk.



In my full Substack deep dive, I showed the numbers: cash flow health just 3/5, profitability 2/5 per InvestingPro. Fair value hits S$2.50 if perfect execution. But US wind paused under Trump policies; green pivot stalls. Singapore investors face STI volatility; this ties capital when MAS watches liquidity tight. Maersk repays from vessel cash flows? High risk if offshore wind demand dips like Equinor projects.

SUBSTACK ➡️ investingiguana.substack.com/p/exclusive-seatrium-…

12 hours ago | [YT] | 0

Iggy the Investing Iguana

STI 4600 Alert: Stop Chasing Banks & REITs Blindly |🦖EP1346 #investingiguana

🟩 The Straits Times Index (STI) has shattered the 4,600 ceiling, leaving many investors with a dangerous case of FOMO. While DBS and OCBC shareholders are celebrating record highs, those sitting on cash in their CPF or SRS accounts are asking the same frantic question: "Did I miss the boat?" Chasing the index at these all-time highs feels like a trap, and for good reason—the "easy money" has already been made, and the risk-to-reward ratio for Singapore's banking giants has fundamentally shifted.

Read the full in-depth article with video at
YOUTUBE ➡️ https://youtu.be/iDdrsfgRZbU
SUBSTACK ➡️ open.substack.com/pub/investingiguana/p/sti-hits-4…

13 hours ago | [YT] | 0

Iggy the Investing Iguana

DBS Target $70 vs. UOB Dividend Cut ($1.70) - SGX Stock Analysis 29 Dec 2025 |🦖EP1347

🟩 If you look at the Straits Times Index right now, it looks dead flat. But do not let the holiday silence fool you. Under the surface, a massive divergence is tearing the market apart. While many investors are coasting into the New Year, critical shifts in the banking and REIT sectors are creating dangerous currents. These hidden moves could either wreck your portfolio or offer the buying opportunity of the decade.

Read the full in-depth article with video at
YOUTUBE ➡️ https://youtu.be/beaSifYpVnM
SUBSTACK ➡️ open.substack.com/pub/investingiguana/p/daily-sgx-…

17 hours ago | [YT] | 0

Iggy the Investing Iguana

Hi @nippon7233,
Hi @alang9061,


Thank you for subscribing as a YouTube/Substack Premium member!

Please kindly email me at iggyinvesting@gmail.com to provide me your:

a. Name
b. Email address (login for Substack)

And I will put you on the list.


Thank you for your support once again!


Cheers, Iggy 🦎😊

1 day ago (edited) | [YT] | 0

Iggy the Investing Iguana

Why I’m Ignoring the ATH “Sell” Signal (The Iggy Verdict) 🦖 EP1345 #investingiguana

🟩 Is "Cash is King" actually destroying your retirement? If you are sitting on a pile of cash waiting for the market to crash, you are not alone—but you might be walking into a silent trap. With the Straits Times Index and S&P 500 hitting All-Time Highs, it feels safer to wait for a "better price." However, history warns us that waiting for a dip often costs far more in lost opportunity than the crash itself. In this video, we tackle the "All-Time High Phobia" that is paralyzing Singaporean investors and reveal why your "safe" cash position is actually a guaranteed loss against inflation.

Read the full in-depth article with video at
YOUTUBE ➡️ https://youtu.be/gPHXvaIm3wQ
SUBSTACK ➡️ open.substack.com/pub/investingiguana/p/stop-waiti…

1 day ago | [YT] | 1

Iggy the Investing Iguana

DBS Valuation: Why the Math Says $50.84 (Not $56) - Weekly SGX Movers & Shakers 27 Dec 2025 |🦖EP1345

🟩 If you are looking at your Singapore stock portfolio as we close out 2025, you might be noticing a confusing divergence. While the Straits Times Index (STI) looks relatively flat, a massive gap has opened up between our local banking giants. One is hitting record highs and securing a structural advantage in China, while the other is being punished by the market over asset quality fears. It is a classic "tale of two cities," and if your portfolio feels lopsided right now, this specific split in the banking sector is likely the culprit.

Read the full in-depth article with video at
YOUTUBE ➡️ https://youtu.be/wzIRUX-198w
SUBSTACK ➡️ open.substack.com/pub/investingiguana/p/weekly-sgx…

2 days ago | [YT] | 0

Iggy the Investing Iguana

SGX REITs vs S&P 500: The 30% SRS Tax Leak (Member Audit #3)

🟩 Imagine waking up to see twenty-five percent of your life savings vanish—a reality many faced in 2022. With the market currently sitting at precarious all-time highs, many "responsible" investors are sleepwalking into the next potential drop. In Volume 3 of our Year-End Portfolio Health Check, we analyze a profile that hits close to home: the index fund investor who follows all the rules but unknowingly carries hidden "rust" in their portfolio. Are you truly diversified, or is your "safe" portfolio actually a high-risk bet on just seven tech companies?

Read the full in-depth article with video at
YOUTUBE ➡️ https://youtu.be/KFljMJj84Go
SUBSTACK ➡️ open.substack.com/pub/investingiguana/p/sgx-reits-…

2 days ago | [YT] | 1

Iggy the Investing Iguana

CPF New Rules 2026: How to Unlock $3,000 in Grants |🦖EP1343 #investingiguana

🟩 Your monthly cash flow is about to take a direct hit this January, and for many Singaporeans aged 45 to 65, this isn't just a policy update—it’s a potential financial squeeze. With the government rolling out aggressive changes to CPF contribution rates and the Ordinary Wage ceiling hitting a new high of $8,000, your take-home pay is going to shrink overnight. If you have been coasting into 2026 without reviewing your monthly obligations or adjusting your tax relief strategies, you might find yourself "asset rich but cash poor" right when inflation is already biting.

Read the full in-depth article with video at
YOUTUBE ➡️ https://youtu.be/25EaapOF50Q
SUBSTACK ➡️ open.substack.com/pub/investingiguana/p/cpf-2026-t…

3 days ago | [YT] | 0

Iggy the Investing Iguana

[PREMIUM] Broadcom Analysis: Goldman Sees $435. My Model Says $321. |🦖EP1342 #investingiguana

🟩 Is Broadcom (AVGO) a "sleeping giant" for your SRS portfolio, or a value trap waiting to crash? While Nvidia dominates the headlines with AI hype, Broadcom has quietly become the critical infrastructure powering Google and Meta's AI ambitions. However, many Singaporean investors are looking at the recent price action and worrying about the massive 20% revenue exposure to China and the looming threat of tariff wars. If you are holding this stock or thinking of buying the dip, you need to know if the geopolitical risks outweigh the "Silent King of AI" thesis.



In this deep-dive analysis, we strip away the noise and look strictly at the institutional data. We examine Goldman Sachs' $435 price target, the hidden "Gemini 3" catalyst that most retail investors are missing, and the reality of their massive debt load from the VMWare acquisition. We’ll also break down the "Custom Silicon" moat—Broadcom’s secret weapon that makes it the "landlord" of the AI hawker centre, collecting rent regardless of which tech giant wins the AI race.

Read the full in-depth article with video at
YOUTUBE ➡️ https://youtu.be/yuF6fwgolM4
SUBSTACK ➡️ open.substack.com/pub/investingiguana/p/broadcom-a…

4 days ago | [YT] | 0