SGX:U11
SGX:U11Banks

UOB (SGX:U11) Valuation in Focus After Sharp Q3 Profit Drop and Investor Caution

United Overseas Bank (SGX:U11) has reported a sharp 72% year-on-year drop in third-quarter net profit, mainly after significantly increasing its credit provisions to cover potential risks in a tougher global environment. See our latest analysis for United Overseas Bank. Following the news of UOB's sharp third-quarter profit decline, the bank’s share price has been trending lower, with a 7.4% year-to-date price return reflecting investors’ heightened caution around asset quality and margin...
SGX:Z74
SGX:Z74Telecom

Exploring Singtel's (SGX:Z74) Valuation After a Strong Half-Year Run

Singapore Telecommunications (SGX:Z74) has shown steady upward movement in recent weeks, catching the attention of investors curious about its value after a solid half-year run. Shares have climbed nearly 50% year-to-date, fueled by renewed interest in defensive sectors such as telecom. See our latest analysis for Singapore Telecommunications. The recent surge in Singapore Telecommunications’ share price, up nearly 50% so far this year, is a clear signal that momentum has been building as...
SGX:D05
SGX:D05Banks

Is DBS Group’s (SGX:D05) Dividend Payout a Reflection of Long-Term Earnings Confidence?

DBS Group Holdings Ltd recently reported its third quarter 2025 results, posting net interest income of S$3.58 billion and net income of S$2.95 billion, alongside an interim dividend of S$0.60 and a one-tier capital return dividend of S$0.15 per share, both payable on or about 24 November 2025. An interesting insight from the announcement is that, despite a modest year-on-year decrease in quarterly net income, DBS is maintaining strong shareholder returns through consistent dividends and a...
SGX:J36
SGX:J36Industrials

Jardine Matheson (SGX:J36) Share Buyback Sparks Fresh Look at Company Valuation

Jardine Matheson Holdings (SGX:J36) just repurchased and cancelled 194,000 of its ordinary shares. This move typically points to active capital management and may hint at the company’s confidence in its future prospects. See our latest analysis for Jardine Matheson Holdings. That buyback comes on the heels of a remarkable run for Jardine Matheson’s investors, with the share price climbing 50.95% year-to-date and the 1-year total shareholder return sitting at an impressive 59.83%. Momentum has...
SGX:B61
SGX:B61Real Estate

Bukit Sembawang Estates (SGX:B61) Margin Surge Challenges Prolonged Earnings Decline Narratives

Bukit Sembawang Estates (SGX:B61) posted net profit margins of 20.8%, up from last year's 12.6%, and delivered a standout earnings growth rate of 61.3% in the most recent period, despite an average decline of 13.5% per year over the past five years. With a price-to-earnings ratio of 9.5x, the stock not only trades below the Singapore Real Estate industry average of 17.3x and its peers at 19.4x, but its share price at SGD4.19 sits well below an estimated fair value of SGD13.91. Combined with...
SGX:O5RU
SGX:O5RUIndustrial REITs

AIMS APAC REIT (SGX:O5RU) Margin Decline Challenges Stability Narrative Despite High Valuation

AIMS APAC REIT (SGX:O5RU) posted a 9.8% annual decline in earnings over the past five years, while net profit margins dropped to 17.5% from 23.9% a year earlier. Forward growth is muted, with earnings expected to rise just 0.5% per year and revenue gains forecast at 3.1% annually, both trailing the Singapore market. Despite attractive dividends and no significant risks flagged, a lofty 34.9x P/E ratio and ongoing margin pressure set a cautious tone for investors looking for stronger near-term...
SGX:D05
SGX:D05Banks

A Look at DBS (SGX:D05) Valuation Following Third Quarter 2025 Earnings Results

DBS Group Holdings (SGX:D05) just released its third quarter 2025 earnings, drawing attention from investors who are closely watching shifts in the bank’s net interest income and profits compared to last year. See our latest analysis for DBS Group Holdings. The timely release of DBS Group Holdings’ Q3 results has come on the back of an impressive run for shareholders. Despite some fluctuations after recent earnings news, the stock’s momentum has stayed strong. The year-to-date share price...
SGX:O10
SGX:O10Real Estate

Asian Undervalued Small Caps With Insider Action In November 2025

As global markets navigate a landscape of mixed performances, with large-cap technology stocks driving gains in the U.S. while smaller-cap indexes face declines, Asia's small-cap sector presents intriguing opportunities amid evolving economic conditions. With the recent U.S.-China trade truce offering temporary relief and central banks maintaining steady interest rates, investors may find value in Asian small caps that exhibit strong fundamentals and insider activity, particularly as these...
SGX:H78
SGX:H78Real Estate

Is Boardroom Expertise from Blackstone and PAG Shaping Hongkong Land Holdings’ (SGX:H78) Strategic Direction?

Hongkong Land Holdings Limited recently appointed Alan Miyasaki as an Independent Non-Executive Director and Lincoln Pan as a Non-Executive Director, both effective November 1, 2025; Alan joins the Audit and Investment Committees, while Lincoln also becomes CEO-designate of Jardine Matheson Holdings Limited. These appointments introduce board expertise from leaders with substantial experience at Blackstone and PAG, potentially shaping the company's strategic direction and governance. We will...
SGX:S59
SGX:S59Infrastructure

SIA Engineering (SGX:S59): Earnings Growth Accelerates, Challenges Cautious Dividend Narratives

SIA Engineering (SGX:S59) just posted standout earnings, with adjusted net income growing at a breakneck 44.6% over the last year. This accelerates from a robust 29% annual growth measured over the past five years. Margins also ticked higher, with profitability climbing from 9.2% to 11%, and the company continues to deliver high quality earnings. See our full analysis for SIA Engineering. Next up, we will weigh these headline numbers against the most widely followed investment narratives to...
SGX:CJLU
SGX:CJLUTelecom

NetLink NBN Trust (SGX:CJLU) Margin Decline Reinforces Investor Caution on Dividend Sustainability

NetLink NBN Trust (SGX:CJLU) reported that earnings are forecast to grow at 7.1% per year, while revenue is projected to rise by 1.8% per year, which is slower than the wider Singapore market’s expected 3.8% growth. Net profit margins slipped to 21.9% from 23.8% the previous year, and recent earnings momentum has softened, with average earnings growth of 2.1% annually over the last five years but a decline in the most recent period. Investors are now weighing a slightly above-market earnings...