SGX:AGS
SGX:AGSSpecialty Retail

How Investors Are Reacting To Hour Glass (SGX:AGS) OCBC’s Privatisation Talk And SMID Re-Rating Prospects

Earlier in 2026, OCBC highlighted The Hour Glass as a potential privatisation candidate, citing undemanding valuations and high ownership concentration, while analysts pointed to supportive macro conditions and equity market reforms for Singapore small and mid-caps. This combination has drawn fresh attention to The Hour Glass as a quality SMID name where investors are watching closely for possible corporate actions and long-term structural growth drivers. Next, we’ll examine how OCBC’s...
SGX:S58
SGX:S58Infrastructure

Assessing SATS (SGX:S58) Valuation After Malcolm Wilson’s Board Appointment

Why Malcolm Wilson’s Appointment Matters For SATS (SGX:S58) Investors SATS (SGX:S58) has appointed Malcolm Wilson as an Independent Non Executive Director, bringing boardroom experience from global logistics groups such as Dawson Group and GXO Logistics, with a focus on technology driven transformation. See our latest analysis for SATS. At a share price of SGD3.88, SATS has shown building momentum recently, with an 11.82% 90 day share price return and a 14.67% 1 year total shareholder return...
SGX:C07
SGX:C07Industrials

A Look At Jardine Cycle & Carriage’s Valuation As It Fully Exits Vinamilk Investment

Platinum Victory Pte Ltd, a unit of Jardine Cycle & Carriage (SGX:C07), has registered to sell its entire 6.02% stake in Vietnam Dairy Products JSC, Vinamilk, marking a planned full exit from the investment. See our latest analysis for Jardine Cycle & Carriage. Jardine Cycle & Carriage shares last closed at SGD34.93, with a 30 day share price return of 4.33% and a 90 day share price return of 9.67%. The 1 year total shareholder return of 31.86% and 5 year total shareholder return of 104.36%...
SGX:T82U
SGX:T82UREITs

How Suntec REIT’s 23.2% H2 Distribution Jump At Suntec Real Estate Investment Trust (SGX:T82U) Has Changed Its Investment Story

Suntec Real Estate Investment Trust has reported full-year 2025 sales of S$471.61 million and net income of S$177.96 million, alongside declaring a 2.102-cent per unit distribution for the quarter ended 31 December 2025, to be paid on 27 February 2026 to unitholders on record. The distribution per unit of S$0.0388 for the second half of 2025, a 23.2% increase year on year, points to meaningfully higher cash returns for investors and reinforces the income-generating role of the REIT within...
SGX:U11
SGX:U11Banks

Assessing United Overseas Bank's Valuation After Broker Upgrade And Buybacks Spark Investor Interest

United Overseas Bank (SGX:U11) is back on investors’ radar as a Macquarie upgrade to “outperform”, ongoing share buybacks, and safe haven flows converge ahead of closely watched February earnings. See our latest analysis for United Overseas Bank. The recent upgrade, record share price of S$39.50, and fresh bond issues in Singapore and Australia have arrived on top of a strong run, with a 12.4% 30 day share price return and a 5 year total shareholder return of 118.2%. This suggests momentum...
SGX:G13
SGX:G13Hospitality

Will Genting Singapore's (SGX:G13) 100% Payout Ratio Ahead of 2026 Results Change Its Investment Narrative?

Genting Singapore Limited recently emerged as the most heavily traded stock on the Singapore Exchange as investors reacted to Resorts World Sentosa’s seasonal traffic patterns and positioned ahead of the company’s 24 February 2026 earnings announcement. An important tension for investors is Genting Singapore’s dividend payout ratio exceeding 100%, which has sharpened focus on how sustainable current distributions may be. We will now examine how concerns over dividend sustainability could...
SGX:O39
SGX:O39Banks

Will OCBC's New Securities Financing Unit and CFO Hire Reshape Oversea-Chinese Banking's (SGX:O39) Narrative

Oversea-Chinese Banking (OCBC) recently outlined plans to broaden its revenue base by creating a dedicated securities financing unit targeting institutional clients, while its private banking arm Bank of Singapore appointed Collins Chin as global chief financial officer. Together, these moves highlight OCBC’s effort to deepen fee-based income and strengthen leadership at a time when investors are closely watching upcoming full-year results. With this context, we’ll now examine how OCBC’s...
SGX:CY6U
SGX:CY6UReal Estate

CapitaLand India Trust (SGX:CY6U) Valuation Check After New Hyperscaler Deal And 53% Data Centre Pre Leasing

Event overview and why it matters for investors CapitaLand India Trust (SGX:CY6U) has signed a second long term agreement with a leading global hyperscaler for Tower 2 of CapitaLand DC Navi Mumbai, increasing pre leasing across its three developing data centres to 53% of total gross power capacity. See our latest analysis for CapitaLand India Trust. At a share price of S$1.27, CapitaLand India Trust has logged a 3.3% 7 day and 6.7% 90 day share price return, while its 1 year total shareholder...
SGX:C6L
SGX:C6LAirlines

Assessing Singapore Airlines (SGX:C6L) Valuation After New Bond Issue And Strong December 2025 Traffic Figures

Why this new bond issue matters for Singapore Airlines stock Singapore Airlines (SGX:C6L) has launched a SGD 500 million, 2.70% note due 2036, alongside releasing December 2025 operating figures. Together, these provide fresh information on its funding mix and recent traffic performance. See our latest analysis for Singapore Airlines. The bond launch and December 2025 operating update come after a mixed year in the market, with Singapore Airlines' latest share price at SGD6.42 and short term...
SGX:BN4
SGX:BN4Industrials

Will Keppel’s (SGX:BN4) 1 GW Asia-Pacific Data Centre Push Reshape Its Infrastructure Narrative?

Keppel Ltd. has expanded its data centre powerbank pipeline in Asia Pacific to over 1.0 GW of gross power capacity, including securing rights to lease a 123-hectare site near Morwell in Victoria, Australia, for up to 720 MW in phases. This Australian site, located within the proposed Gippsland Renewable Energy Zone and linked to major power and fibre infrastructure, could enhance Keppel’s ability to offer lower-cost, high-connectivity data centre solutions while supporting growth in its...
SGX:U11
SGX:U11Banks

Is United Overseas Bank’s (SGX:U11) Latest A$2 Billion Raise Redefining Its Funding Playbook?

United Overseas Bank Limited recently raised A$2.00 billion through its Sydney Branch via A$750.00 million floating rate and A$1.25 billion 5.023% fixed rate senior unsecured notes due 2031, alongside issuing S$850.00 million 3.00% perpetual Additional Tier 1 capital securities under its US$30.00 billion Global Medium Term Note Programme. The strong investor take-up, competitive pricing versus Australian peers, and the use of loss-absorbing perpetual capital securities highlight UOB’s...
SGX:T82U
SGX:T82UREITs

Suntec REIT (SGX:T82U) Net Loss In 1H 2025 Challenges Bullish Community Narratives

Suntec Real Estate Investment Trust (SGX:T82U) opened FY 2025 with first half revenue of S$278.6 million and a basic EPS loss of S$0.017. Trailing twelve month revenue stood at S$554.3 million with basic EPS of S$0.007. Over the last three reported half year periods, revenue has moved from S$268.3 million in 1H 2024 to S$275.8 million in 2H 2024 and S$278.6 million in 1H 2025. Basic EPS shifted from S$0.028 in 1H 2024 to S$0.011 in 2H 2024 before the recent loss. This sets up a picture where...
SGX:A50
SGX:A50Healthcare

Thomson Medical Group (SGX:A50) Valuation Check After Tong Kooi Ong Steps In As Chairman

Thomson Medical Group (SGX:A50) has drawn fresh attention after naming entrepreneur and analyst Tong Kooi Ong as Independent and Non Executive Chairman, just as it advances large scale plans at Johor Bay. See our latest analysis for Thomson Medical Group. The share price has a 30 day share price return of 6.9% and a year to date share price return of 1.64%. The 1 year total shareholder return of 26.53% contrasts with a 3 year total shareholder return decline of 17.8%, suggesting momentum has...
SGX:9CI
SGX:9CIReal Estate

CapitaLand Investment’s Logistics Bet Could Be A Game Changer For CapitaLand Investment (SGX:9CI)

CapitaLand Investment recently expanded further into logistics, taking a minority stake in Ally Logistic Property and committing S$260 million to an automated logistics facility in Singapore, while investors now await its full-year results previously scheduled for February 11. This push into logistics infrastructure underscores the company’s effort to deepen exposure to supply-chain assets that can diversify its real assets portfolio and income drivers. Next, we’ll explore how this logistics...
SGX:S58
SGX:S58Infrastructure

How Investors May Respond To SATS (SGX:S58) Adding Logistics Veteran Malcolm Wilson To Its Board

SATS Ltd. recently announced that Malcolm Wilson, a veteran logistics and supply chain leader and current CEO of KKR portfolio company Dawson Group, joined its board as an Independent Non-Executive Director on January 15, 2026. With a background in automation, AI and large-scale logistics operations, Wilson’s appointment brings additional industry depth to SATS’ Safety, Sustainability and Risk and Remuneration and Human Resource committees. We will now explore how Wilson’s logistics and...
SGX:EB5
SGX:EB5Food

First Resources (SGX:EB5) Is Up 5.1% After Macquarie’s CPO Upgrade Call Has The Bull Case Changed?

Macquarie recently rated First Resources Limited as an “outperform” stock, highlighting the company as a key upstream crude palm oil producer expected to benefit from a bullish sector outlook. The brokerage also flagged market reforms and improving liquidity as potential catalysts for greater investor attention on under-researched small and mid-cap names like First Resources. With First Resources’ recent share price gains, we’ll explore how Macquarie’s crude palm oil outlook could influence...
SGX:F03
SGX:F03Food

Is Food Empire (SGX:F03) Using Treasury Share Placements To Quietly Redraw Its Capital Playbook?

Food Empire Holdings Limited recently sold 1,000,000 treasury shares to a reputable international institutional investor, raising about S$1.95 million in cash for general working capital and reducing its treasury share balance. This placement brings a new institutional holder onto the register and slightly increases the free float, which can broaden market participation in the stock. We will now explore how the entry of a reputable institutional investor shapes Food Empire Holdings’...