OCBC Just Posted Record Profit. Its Dividend Yield Just Fell Below My Forensic Floor 🦖

The Investing Iguana

OCBC Just Posted Record Profit. Its Dividend Yield Just Fell Below My Forensic Floor 🦖

🔍 The Angle

A 15% dividend hike sounds like good news, until you realise the share price ran even faster. OCBC just posted record profit of S$2.22 billion, but the ordinary trailing yield fell to 2.94% as the price crossed S$30. Management executed their policy faithfully, but that policy prioritises balance sheet flexibility over building a higher baseline yield for income investors.

💰 What It Means For You

If you need cashflow from CPF or SRS now, a 2.94% yield sits below the 3.2% forensic floor and well short of the 4.7% hurdle. Iggy's Forensic Zone: Zone 5, Red Zone, Floor Breach. Legacy holders enjoy higher cash payouts, but fresh capital deployed today accepts a yield below what guaranteed government benchmarks already pay.

📺 YouTube: https://youtu.be/4MOaYQHAysU

📩 Substack: https://investingiguana.com/p/ocbc-just-posted-record-profit-its

Get everything, zero-day access on both platforms, full Red Zone watchlist, institutional-grade cheatsheets, with Iggy's Elite Investors, S$12/month.

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

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":594482823053856,"tweetId":"594482823053856","gmtCreate":1786164077307,"gmtModify":1786166031340,"author":{"id":4116373681054822,"idStr":"4116373681054822","authorId":4116373681054822,"authorIdStr":"4116373681054822","name":"The Investing Iguana","avatar":"https://community-static.tradeup.com/news/a5b8d1ba313947828839993eb5115542","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"29815c1501c442c58b708482689df577-1","templateUuid":"29815c1501c442c58b708482689df577","name":"Emerging Contributor","description":"Contributors who received Editor's Pick for the 1st time","bigImgUrl":"https://static.tigerbbs.com/4ce9180a952c61a51c39f70d533b81a7","smallImgUrl":"https://static.tigerbbs.com/f98cf16cf4b858114f7ab9a779f9e6f1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.12","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"29815c1501c442c58b708482689df577-1","name":"Emerging Contributor","description":"Contributors who received Editor's Pick for the 1st time","smallImgUrl":"https://static.tigerbbs.com/f98cf16cf4b858114f7ab9a779f9e6f1","bigImgUrl":"https://static.tigerbbs.com/4ce9180a952c61a51c39f70d533b81a7","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":1645614000000,"redirectLinkValidityTo":1742295600000}],"fanSize":2533,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/e6099c1564d380e1c9fa71a8258ea582","width":"1920","height":"1080"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/e6099c1564d380e1c9fa71a8258ea582","width":"1920","height":"1080"}],"title":"OCBC Just Posted Record Profit. Its Dividend Yield Just Fell Below My Forensic Floor 🦖","html":"<html><head></head><body><p></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e6099c1564d380e1c9fa71a8258ea582\" tg-width=\"1920\" tg-height=\"1080\"></p>\n<p><strong>OCBC Just Posted Record Profit. Its Dividend Yield Just Fell Below My Forensic Floor 🦖</strong></p>\n<p>🔍 The Angle</p>\n<p>A 15% dividend hike sounds like good news, until you realise the share price ran even faster. OCBC just posted record profit of S$2.22 billion, but the ordinary trailing yield fell to 2.94% as the price crossed S$30. Management executed their policy faithfully, but that policy prioritises balance sheet flexibility over building a higher baseline yield for income investors.</p>\n<p>💰 What It Means For You</p>\n<p>If you need cashflow from CPF or SRS now, a 2.94% yield sits below the 3.2% forensic floor and well short of the 4.7% hurdle. Iggy's Forensic Zone: Zone 5, Red Zone, Floor Breach. Legacy holders enjoy higher cash payouts, but fresh capital deployed today accepts a yield below what guaranteed government benchmarks already pay.</p>\n<p>📺 YouTube: https://youtu.be/4MOaYQHAysU</p>\n<p>📩 Substack: https://investingiguana.com/p/ocbc-just-posted-record-profit-its</p>\n<p>Get everything, zero-day access on both platforms, full Red Zone watchlist, institutional-grade cheatsheets, with Iggy's Elite Investors, S$12/month.</p>\n<p>Not financial advice. Iggy's Forensic Compliance Standards apply.</p></body></html>","htmlText":"<html><head></head><body><p></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e6099c1564d380e1c9fa71a8258ea582\" tg-width=\"1920\" tg-height=\"1080\"></p>\n<p><strong>OCBC Just Posted Record Profit. Its Dividend Yield Just Fell Below My Forensic Floor 🦖</strong></p>\n<p>🔍 The Angle</p>\n<p>A 15% dividend hike sounds like good news, until you realise the share price ran even faster. OCBC just posted record profit of S$2.22 billion, but the ordinary trailing yield fell to 2.94% as the price crossed S$30. Management executed their policy faithfully, but that policy prioritises balance sheet flexibility over building a higher baseline yield for income investors.</p>\n<p>💰 What It Means For You</p>\n<p>If you need cashflow from CPF or SRS now, a 2.94% yield sits below the 3.2% forensic floor and well short of the 4.7% hurdle. Iggy's Forensic Zone: Zone 5, Red Zone, Floor Breach. Legacy holders enjoy higher cash payouts, but fresh capital deployed today accepts a yield below what guaranteed government benchmarks already pay.</p>\n<p>📺 YouTube: https://youtu.be/4MOaYQHAysU</p>\n<p>📩 Substack: https://investingiguana.com/p/ocbc-just-posted-record-profit-its</p>\n<p>Get everything, zero-day access on both platforms, full Red Zone watchlist, institutional-grade cheatsheets, with Iggy's Elite Investors, S$12/month.</p>\n<p>Not financial advice. Iggy's Forensic Compliance Standards apply.</p></body></html>","text":"OCBC Just Posted Record Profit. Its Dividend Yield Just Fell Below My Forensic Floor 🦖 🔍 The Angle A 15% dividend hike sounds like good news, until you realise the share price ran even faster. OCBC just posted record profit of S$2.22 billion, but the ordinary trailing yield fell to 2.94% as the price crossed S$30. Management executed their policy faithfully, but that policy prioritises balance sheet flexibility over building a higher baseline yield for income investors. 💰 What It Means For You If you need cashflow from CPF or SRS now, a 2.94% yield sits below the 3.2% forensic floor and well short of the 4.7% hurdle. Iggy's Forensic Zone: Zone 5, Red Zone, Floor Breach. Legacy holders enjoy higher cash payouts, but fresh capital deployed today accepts a yield below what guaranteed government benchmarks already pay. 📺 YouTube: https://youtu.be/4MOaYQHAysU 📩 Substack: https://investingiguana.com/p/ocbc-just-posted-record-profit-its Get everything, zero-day access on both platforms, full Red Zone watchlist, institutional-grade cheatsheets, with Iggy's Elite Investors, S$12/month. Not financial advice. Iggy's Forensic Compliance Standards apply.","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/594482823053856","repostId":0,"isVote":1,"tweetType":1,"viewCount":0,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":995,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/594482823053856"}