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:D01
SGX:D01Consumer Retailing

A Look at DFI Retail Group (SGX:D01) Valuation as Lincoln Pan Becomes Chair of the Board

DFI Retail Group Holdings (SGX:D01) announced that Lincoln Pan will assume the role of Chair of the Board starting November 1. Investors are watching closely, as Pan's background in private equity and executive roles could influence the company’s future direction. See our latest analysis for DFI Retail Group Holdings. DFI Retail Group Holdings has seen substantial momentum this year, with the share price up by 47.83% year-to-date and a 68.78% total shareholder return over one year as...
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.
SGX:D01
SGX:D01Consumer Retailing

Did Lincoln Pan's Appointment as Chair Just Shift DFI Retail Group's (SGX:D01) Investment Narrative?

On November 1, 2025, DFI Retail Group Holdings Limited appointed Lincoln Pan as Chair of its Board and of its Remuneration and Nominations Committees, following John Witt's departure from the board and these roles. Lincoln Pan's background in private equity, corporate leadership, and regional board experience may signal new leadership priorities for DFI as it continues to reposition its business. We'll explore how the arrival of a Chair with expertise in Asia-Pacific investment could shape...