So for the last 2 articles that I have written - The last article of 2020 and first article of 2021 - I have stated that I am reducing my OCBC position to redivert the money into Singtel and US Market. OCBC remains a smaller position in my portfolio and I may still sell everything within the near term. In both articles, I did not mention my reasons for selling/reducing OCBC. Nevertheless, I did reveal all the reasons in a recorded session in a FB Live with JR_Chai. (Click on the picture to watch the recorded session)
Furthermore, I also had a separate discussion (which I did not mention before) on my Fundamental Scorecard Telegram Group where it was stated that (1) capex for Singtel will be huge with 5G and digital banking coming together and (2) this may affect future dividend.
Nevertheless, our Fundamental...