Singaporean Infrastructure Stock News

SGX:BS6
SGX:BS6Machinery

Marine Recovery And Margin Expansion Might Change The Case For Investing In Yangzijiang Shipbuilding (Holdings) (SGX:BS6)

Yangzijiang Shipbuilding (Holdings) has been benefiting from a revival in the marine and offshore sector, underpinned by higher shipbuilding demand and offshore energy investments, and supported by a US$22.30 billion order book. An interesting feature of this story is how Yangzijiang’s expanding operating margins and dividend record have reinforced investor attention on its capital returns profile. With this backdrop of sector recovery and a sizeable order book, we will examine how these...
SGX:C07
SGX:C07Industrials

Jardine Cycle & Carriage (SGX:C07) Could Be 19% Below Fair Value On Indonesia Shift

Jardine Matheson’s appointment of Christopher Ganis as Indonesia country head has put Jardine Cycle & Carriage (SGX:C07) in focus, as its key exposure to Indonesia comes through the Astra International stake. See our latest analysis for Jardine Cycle & Carriage. Jardine Cycle & Carriage’s share price has softened recently, with a 30 day share price return down 4.49% and a 90 day share price return down 20.11%. However, the 1 year total shareholder return of 15.29% and 5 year total shareholder...
SGX:AWX
SGX:AWXSemiconductor

AEM Holdings (SGX:AWX) Wins A Court Reprieve, Is The Valuation Already Full?

US court ruling puts AEM Holdings’ legal dispute in focus AEM Holdings (SGX:AWX) is back on investors’ radar after a US court dismissed patent infringement complaints brought by Advantest Test Solutions, while still allowing Advantest to submit an amended filing. The decision, which AEM says is not expected to materially affect its operations or financial position, puts ongoing legal risk in the spotlight and may influence how investors view the stock’s recent performance metrics. See our...
SGX:O39
SGX:O39Banks

Oversea-Chinese Banking (SGX:O39) Launches AI Wealth App As Fair Value Questions Linger

Oversea-Chinese Banking (SGX:O39) has drawn fresh attention after launching its OCBC WoW AI wealth app, featuring virtual relationship managers, alongside a plan to hire 600 human relationship managers for its wealth business. See our latest analysis for Oversea-Chinese Banking. Recent momentum in Oversea-Chinese Banking shares has been firm, with a 13.09% 90 day share price return and a 27.51% year to date share price return, alongside a 1 year total shareholder return of 61.50% that points...
SGX:BSL
SGX:BSLHealthcare

Raffles Medical Group (SGX:BSL) AI Imaging Deal Puts Its Valuation Back In Focus

Raffles Medical Group (SGX:BSL) has drawn attention after signing a supply agreement with Neurophet for Neurophet AQUA, AI driven brain MRI analysis software used in assessing neurodegenerative conditions such as Alzheimer’s disease and vascular dementia. See our latest analysis for Raffles Medical Group. At a share price of SGD0.93, Raffles Medical Group has seen a 1 day share price return of 1.09%, while its year to date share price return is down 8.82% and the 1 year total shareholder...
SGX:CC3
SGX:CC3Wireless Telecom

StarHub (SGX:CC3) Names A CEO Successor, Is The Valuation Upside Already Priced In?

Why StarHub’s CEO Transition Matters for Investors StarHub (SGX:CC3) has appointed Matthew Williams as CEO-designate, with a handover from current chief executive Nikhil Eapen scheduled for January 1, 2027. This puts leadership and execution firmly in focus for investors. This planned transition is anchored in continuity. Williams already serves as Deputy CEO and leads the Consumer Business Group, the Small and Medium Enterprise segment and key network and technology functions, giving him...
Catalist:OAJ
Catalist:OAJMetals and Mining

Fortress Minerals (Catalist:OAJ) Stock Margins Improve To 15.6% Challenging Bearish Narratives

Fortress Minerals (Catalist:OAJ) has opened FY2027 with Q1 revenue of US$19.7 million and basic EPS of US$0.0063, backed by trailing twelve month EPS of US$0.0203 and net income of US$10.6 million. The company has seen quarterly revenue move from US$15.9 million in Q1 2026 to US$19.7 million in Q1 2027, while basic EPS shifted from US$0.0047 to US$0.0063 over the same period. Over this time, trailing net profit margin improved from 10.4% to 15.6%, giving investors a results set that...
SGX:F9D
SGX:F9DConstruction

Luzhou Bank And 2 Other Asian Penny Stocks To Watch

As global markets navigate a complex landscape marked by rising U.S. inflation and mixed performances across major indices, investors are increasingly exploring diverse opportunities in Asian markets. Penny stocks, while often considered a relic of past trading days, continue to offer intriguing prospects for those willing to explore beyond the large-cap sphere. These smaller or newer companies can present significant growth potential when underpinned by strong financials, making them worthy...
SGX:BSL
SGX:BSLHealthcare

3 Undervalued Asian Small Caps With Insider Action To Consider

As global markets experience mixed performance, with small-cap indices like the Russell 2000 showing notable gains, investors are increasingly turning their attention to the Asian market for opportunities. In this environment, identifying potentially undervalued small-cap stocks with insider activity can be a strategic approach to navigating the complexities of current economic conditions.
SGX:BQF
SGX:BQFTrade Distributors

XMH Holdings (SGX:BQF) Stock Faces Slower 23.6% Earnings Growth Challenging Bullish Narratives

XMH Holdings (SGX:BQF) has just posted its FY 2026 first half numbers, with revenue of S$93.95 million and basic EPS of S$0.1409, while trailing twelve month revenue sits at S$185.36 million with EPS of S$0.2879, alongside reported earnings growth of 23.6% over the past year. Over recent periods the company has seen revenue move from S$167.12 million on a trailing twelve month basis in the second half of FY 2025 to S$194.18 million by the first half of FY 2026. Over the same timeframe, EPS...
SGX:D03
SGX:D03Food

Del Monte Pacific (SGX:D03) Stock Faces Margin Decline That Reinforces Bearish Narratives

Del Monte Pacific (SGX:D03) has posted its FY 2026 numbers with fourth quarter revenue of US$213.7 million and Basic EPS of US$0.00828, rounding out a trailing twelve month revenue base of US$896.1 million and EPS of US$0.0249. Over recent quarters, the company has seen quarterly revenue move from US$191.9 million to US$203.7 million and up to US$243.8 million before landing at US$213.7 million in Q4, with EPS ranging from US$0.002832 to US$0.008659 across the year, giving investors a clearer...
SGX:BUOU
SGX:BUOUIndustrial REITs

Frasers Logistics & Commercial Trust (SGX:BUOU) Lifts DPU And Occupancy, Is It Already Fully Valued?

What triggered fresh interest in Frasers Logistics & Commercial Trust Frasers Logistics & Commercial Trust (SGX:BUOU) has drawn fresh attention after reporting an 11.9% year on year rise in operational DPU, near full logistics occupancy, lower aggregate leverage, and a Netherlands logistics acquisition. See our latest analysis for Frasers Logistics & Commercial Trust. At a share price of S$0.975, Frasers Logistics & Commercial Trust has seen its 90 day share price return rise 8.94%, while the...
SGX:C6L
SGX:C6LAirlines

3 Leading Asian Dividend Stocks Yielding Over 3.2%

As global markets navigate a landscape of fluctuating interest rates and geopolitical developments, the Asian market remains a focal point for investors seeking stability and growth. In this context, dividend stocks in Asia offer an attractive proposition, providing not only potential income but also resilience amid economic uncertainties.
SGX:Z74
SGX:Z74Telecom

Singapore Telecommunications (SGX:Z74) Raised S$1b From A Stake Sale, Is It Still Cheap?

Singapore Telecommunications (SGX:Z74) has drawn fresh attention after raising about S$1b from selling a 2.8% stake in Gulf Development, with the cash earmarked for share buybacks, dividends and digital infrastructure projects. See our latest analysis for Singapore Telecommunications. The share price of Singapore Telecommunications has pulled back recently, with a 30 day share price return of 2.86% and a 90 day share price return of a 10.91% decline. However, longer term total shareholder...
SGX:Y92
SGX:Y92Beverage

Is Thai Beverage (SGX:Y92) Cheap On Stronger First Half 2026 Profitability?

Why Thai Beverage’s Latest Results Caught Investor Attention Thai Beverage (SGX:Y92) recently reported first half 2026 results that showed higher profitability, supported by its Spirits and Beer segments, even as overall revenue slipped slightly and margins benefited from ongoing efficiency and sustainability efforts. For investors, this mix of stronger earnings metrics alongside softer top line trends raises questions about how durable the current margin profile might be and how much of the...