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: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: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...
SGX:BN4
SGX:BN4Industrials

Keppel (SGX:BN4) Valuation in Focus After Q3 2025 Earnings and Market Response

Keppel (SGX:BN4) just reported its Q3 2025 results, and the latest earnings call gave investors plenty to digest. The market’s response so far reflects new insights into the company’s financial performance and outlook. See our latest analysis for Keppel. Keppel’s share price jumped 1.39% on the day of earnings and is now up a robust 48.33% for the year, while the one-year total shareholder return stands at an impressive 66.83%. The stock’s recent surge reflects renewed optimism around...
SGX:F1E
SGX:F1EReal Estate

China Shengmu Organic Milk Among 3 Promising Asian Penny Stocks

As global markets navigate a landscape of mixed economic signals, attention in Asia has turned to the potential of lesser-known stocks amid easing trade tensions between the U.S. and China. Penny stocks, often representing smaller or newer companies, continue to be an intriguing area for investors seeking growth opportunities at lower price points. Despite their historical connotations, these stocks can offer significant potential when backed by strong financials and sound fundamentals.