SGX:F34
SGX:F34Food

How Investors Are Reacting To Wilmar International (SGX:F34) Shifting To An All‑Independent Risk Committee

Wilmar International announced that founder-chairman Kuok Khoon Hong stepped down from the Risk Management and Board Sustainability Committees on December 1, 2025, with George Yeo and Soh Gim Teik joining these committees and the Risk Management Committee now comprising only independent directors. This governance reshaping comes alongside Wilmar’s efforts to manage legal and regulatory challenges while its core operations show improved profitability and momentum. We’ll now examine how the...
SGX:Z74
SGX:Z74Telecom

Assessing Singtel (SGX:Z74)’s Valuation After Upgraded FY2026 Outlook and Data Centre Growth Push

Singapore Telecommunications (SGX:Z74) is back in focus after lifting its FY2026 outlook following strong first half results and a bigger push into higher margin digital infrastructure, especially data centres. See our latest analysis for Singapore Telecommunications. The stronger FY2026 outlook and rising data centre narrative appear to be shifting sentiment, with the latest share price at SGD 4.66 and a robust year to date share price return of 50.81%, while the five year total shareholder...
SGX:H78
SGX:H78Real Estate

Why Hongkong Land (SGX:H78) Is Up 7.3% After Fast-Tracking Its Singapore Flagship Fund Launch

In December 2025, Hongkong Land Holdings advanced the launch of its Singapore Central Private Real Estate Fund, reshaping its Singapore portfolio by agreeing to sell its 33⅓% interest in Marina Bay Financial Centre Tower 3 for about S$1,500 million and preparing to inject prime office assets worth roughly S$3,900 million into the new vehicle. The move accelerates Hongkong Land’s capital recycling towards its 2027 US$4.00 billion target while laying the groundwork for a fee-based fund...
SGX:9CI
SGX:9CIReal Estate

Should CapitaLand Investment’s New China and Asia Funds Shape Its Platform Strategy for (SGX:9CI) Investors?

CapitaLand Investment Limited recently closed its second onshore China sub-fund, China Retail RMB Fund I, and the US$650 million CapitaLand Ascott Residence Asia Fund II, reinforcing its focus on recurring fee income from retail and lodging assets. By coupling these fund closures with ongoing expansion in India and growing exposure to data centres, CapitaLand Investment is deepening its platform-based real assets management approach across both traditional and digital infrastructure. We’ll...
SGX:H22
SGX:H22Machinery

Hong Leong Asia (SGX:H22): Valuation Check After Data-Centre Engine Launch and Ongoing Construction Upswing

Hong Leong Asia (SGX:H22) has drawn fresh attention after its China Yuchai arm rolled out new high horsepower generator engines aimed at the fast expanding data centre backup power market, increasing focus on its potential growth runway. See our latest analysis for Hong Leong Asia. The market seems to be recognising that story, with the share price at S$2.19 after a 1 day share price return of 3.79 percent, capping an impressive year to date share price return of 131.75 percent and a 1 year...
SGX:Y92
SGX:Y92Beverage

Did ThaiBev’s (SGX:Y92) Steady Dividend Amid Spirits Slowdown Redefine Its Risk‑Reward Tradeoff?

Thai Beverage Public Company Limited has released its FY2025 results, revealing profit pressure as softer spirits demand offset resilient gross profit and improved beer profitability, while confirming a full-year dividend of THB 0.62 per share. An interesting angle for investors is management’s decision to maintain the dividend and reaffirm long-term investment plans in Vietnam despite macroeconomic and regulatory challenges. We’ll now examine how the maintained dividend amid spirits...
SGX:BN4
SGX:BN4Industrials

Keppel (SGX:BN4): Assessing Valuation After Strategic Portfolio Restructuring and Strengthening Cash Flows

Keppel’s restructuring moves put cash flow and investor sentiment in focus Keppel (SGX:BN4) has been actively reshaping its portfolio through targeted asset disposals and acquisitions, a restructuring push that is tightening up cash flow and helping underpin the market’s growing confidence in its next phase of growth. See our latest analysis for Keppel. That restructuring story is showing up in the price too, with Keppel’s share price at SGD 10.22 after a strong 90 day share price return of...
SGX:C6L
SGX:C6LAirlines

Is Profit Slump Amid Multi‑Year Special Dividends Altering The Investment Case For Singapore Airlines (SGX:C6L)?

In recent months, Singapore Airlines reported a nearly 68% year-on-year net profit slump despite record revenue and higher operating profit, largely due to losses on its Air India stake and weaker interest income. At the same time, the airline unveiled a multi-year special dividend package of S$0.10 per share annually for three financial years, underlining management’s confidence in its balance sheet and cash-generation capacity. Now we’ll examine how this profit slump alongside a multi-year...
SGX:S63
SGX:S63Aerospace & Defense

Asian Value Stock Picks With Possible Undervaluation

In recent weeks, Asian markets have shown signs of resilience despite global economic uncertainties, with Chinese stocks gaining traction due to renewed interest in technology and artificial intelligence sectors. As investors navigate these fluctuating conditions, identifying undervalued stocks in Asia can offer potential opportunities for those seeking value investments amidst the broader market dynamics.
SGX:BSL
SGX:BSLHealthcare

3 Promising Asian Penny Stocks With Market Caps Below US$2B

As global markets react to economic shifts and monetary policy changes, investors are increasingly looking towards Asia for potential opportunities. Penny stocks, a term often associated with speculative investments, can still hold significant promise when backed by strong financials. In this article, we explore several Asian penny stocks that exhibit solid fundamentals and could offer growth potential for those interested in exploring smaller or newer companies.
SGX:D03
SGX:D03Food

Del Monte Pacific (SGX:D03) Profit Rebound Challenges Bearish Narratives After Recent Loss-Making Quarters

Del Monte Pacific (SGX:D03) has just posted its Q2 2026 scorecard, with revenue of about $234.9 million, basic EPS of $0.0087 and net income of roughly $16.8 million setting the tone for its latest quarter. The company has seen revenue move from roughly $694.0 million in Q2 2025 to $234.9 million in Q2 2026, while net income swung from a loss of about $22.2 million to a profit of $16.8 million and EPS shifted from a loss of $0.0114 to a profit of $0.0087. This points to a very different...
SGX:P8Z
SGX:P8ZFood

Why Bumitama Agri (SGX:P8Z) Is Down 9.0% After Bigger Dividends And Rising ESG Penalties Risk

Earlier in 2025, Bumitama Agri reported strong crude palm oil pricing, higher production volumes and a tripling of its interim dividend payout, underscoring robust operational momentum. At the same time, the group is contending with rising ESG and regulatory pressures, including potential fines for plantations operating within Indonesia’s designated forest zones, prompting a more cautious stance from brokers. With the share price showing a 8.97% seven-day decline but a 1.54% rebound over one...
SGX:MR7
SGX:MR7Construction

3 Asian Dividend Stocks Yielding Up To 8.9%

As global markets navigate a landscape marked by fluctuating interest rates and mixed economic signals, investors are increasingly looking towards Asia for opportunities. In this context, dividend stocks in the region can offer a blend of income and potential stability amid market uncertainties.