SGX:D01
SGX:D01Consumer Retailing

Assessing DFI Retail Group (SGX:D01)’s Valuation After Its New Profit Growth and Dividend Roadmap

DFI Retail Group Holdings (SGX:D01) has just laid out a new three year roadmap, pairing double digit underlying profit growth targets with a higher 70% dividend payout ratio. This combination directly shapes the stock’s appeal. See our latest analysis for DFI Retail Group Holdings. The new roadmap lands after a powerful re-rating, with a roughly 76% year to date share price return and a 1 year total shareholder return of about 109%, signalling that momentum is firmly rebuilding after years of...
SGX:9CI
SGX:9CIReal Estate

Reassessing CapitaLand Investment (SGX:9CI)’s Valuation After New China Sub-Fund and US$650m Ascott Vehicle Closures

CapitaLand Investment (SGX:9CI) has just wrapped up its second onshore China sub fund and a US$650 million Ascott lodging vehicle, underscoring how fee based capital strategies are shaping the stock’s appeal. See our latest analysis for CapitaLand Investment. Despite these steady fund launches and growing exposure to data centres and India, the 1 year total shareholder return is a modest 8.9 percent and the 3 year total shareholder return remains negative. This suggests longer term sentiment...
SGX:U14
SGX:U14Real Estate

How Marina Square Redevelopment and Capital Recycling Will Impact UOL Group (SGX:U14) Investors

DBS Research recently issued a positive report on UOL Group Limited, highlighting the company’s active capital recycling, prudent gearing and operational momentum, including strong residential sales and competitive land bids. The report also underlined the progress of land consolidation at Marina Square, positioning its potential redevelopment as a key source of future value creation for UOL. We will now examine how Marina Square’s redevelopment prospects shape UOL Group’s investment...
SGX:F17
SGX:F17Real Estate

Assessing GuocoLand (SGX:F17)’s Valuation After DBS Research’s Upbeat Call on Singapore Developers

DBS Research just turned more upbeat on Singapore developers, lifting sector valuations and putting fresh attention on GuocoLand (SGX:F17), even though the stock itself ended flat at S$2.02 after the call. See our latest analysis for GuocoLand. The upbeat call lands on top of a strong run, with GuocoLand’s share price return up sharply year to date and its one year total shareholder return above 50 percent, suggesting momentum is still building rather than fading. If this renewed interest in...
SGX:U11
SGX:U11Banks

Reassessing United Overseas Bank (SGX:U11) Valuation After S$3b Capital Return, Covered Bonds and Q3 Profit Drop

United Overseas Bank (SGX:U11) is back in focus after unveiling a S$3 billion capital return package and fresh covered bond issuances, even as Q3 2025 profit dropped sharply on higher precautionary credit allowances. See our latest analysis for United Overseas Bank. Those capital returns and covered bond deals come after a volatile stretch, with the latest S$34.75 share price sitting below its peak but supported by a resilient 5 year total shareholder return near 100 percent. This suggests...
SGX:J36
SGX:J36Industrials

Evaluating Jardine Matheson (SGX:J36) After Insider Buying, Buybacks and the Planned Mandarin Oriental Privatization

Jardine Matheson Holdings (SGX:J36) has drawn fresh attention after insiders stepped up share purchases alongside a US$250 million buyback program, with the planned privatization of Mandarin Oriental in early 2026 sharpening the strategic narrative. See our latest analysis for Jardine Matheson Holdings. Those insider moves are landing against a powerful backdrop, with Jardine Matheson’s share price returning 14.04% over 90 days and a standout 63.20% year to date, while the 1 year total...
SGX:O39
SGX:O39Banks

OCBC (SGX:O39) Valuation Check as New Sustainability, SME Financing and China QR Initiatives Take Shape

Oversea-Chinese Banking (SGX:O39) just rolled out a trio of strategic moves, backing a low carbon steel project, deepening SME financing with Marriott, and expanding QR payments into China, giving investors fresh angles on future growth. See our latest analysis for Oversea-Chinese Banking. These moves come as sentiment has already been turning in OCBC’s favour, with a roughly 16 percent 3 month share price return and a 21 percent 1 year total shareholder return suggesting momentum is building...
SGX:U11
SGX:U11Banks

The Bull Case For United Overseas Bank (SGX:U11) Could Change Following Its S$3 Billion Capital Return Package

In recent weeks, United Overseas Bank (UOB) priced £750 million and €850 million of covered bonds and announced a S$3.00 billion capital return package, including a special dividend and share buyback, even as its Q3 2025 net profit fell 72% on higher pre-emptive credit allowances. This combination of bolstered shareholder payouts and proactive funding and provisioning signals management’s emphasis on balance-sheet resilience amid a less favourable interest rate backdrop. Next, we’ll examine...
SGX:S58
SGX:S58Infrastructure

SATS (SGX:S58) Is Up 5.6% After Profit Jump And Higher Dividend - What's Changed

Earlier this quarter, SATS Ltd reported a 13.3% year-on-year increase in Q2 FY2026 profit, lifted by stronger cargo operations and broader operational growth, alongside a higher interim dividend and ongoing share buybacks. A key development was the progress at its global cargo arm, Worldwide Flight Services, which secured fresh contracts and rolled out machine-learning forecasting tools to sharpen efficiency and capacity planning. We’ll now examine how SATS’s profit growth and higher interim...
SGX:H78
SGX:H78Real Estate

Hongkong Land (SGX:H78) Valuation Check After Launching $8b Singapore Central Private Real Estate Fund Strategy

Hongkong Land Holdings (SGX:H78) just took a decisive step toward an asset light future by pushing ahead with its Singapore Central Private Real Estate Fund, a planned SGD 8 billion plus vehicle anchored by prime office towers. See our latest analysis for Hongkong Land Holdings. That pivot toward Singapore fund management seems to be resonating with investors, with a robust year to date share price return of 60.05% and a one year total shareholder return of 65.45% suggesting momentum is...
SGX:D01
SGX:D01Consumer Retailing

How Investors May Respond To DFI Retail Group Holdings (SGX:D01) Profit Roadmap And Higher Dividend Target

Earlier in 2025, DFI Retail Group Holdings unveiled a three-year plan targeting 11%–15% underlying profit CAGR from 2025 to 2028 and lifting its dividend payout ratio to 70% from the final 2025 dividend, underpinned by expansion in Health & Beauty and Convenience via a capex-light franchise model and enhanced data-driven e-commerce and retail media. The company also reported a very large 48% year-on-year increase in Q3 2025 underlying profit and a strengthened net cash position of US$648...
Catalist:5TP
Catalist:5TPMetals and Mining

Asian Penny Stocks To Watch In December 2025

As global markets react to the Federal Reserve's recent interest rate cuts, concerns about technology stock valuations and AI infrastructure spending have surfaced, affecting indices like the Nasdaq Composite. Amid these broader market dynamics, penny stocks in Asia present a unique opportunity for investors seeking growth potential at lower price points. While the term "penny stock" may seem outdated, it still captures the essence of investing in smaller or newer companies that might offer...
SGX:OV8
SGX:OV8Consumer Retailing

Spotlight On 3 Global Penny Stocks With Market Caps Under US$700M

Global markets have been experiencing mixed performances, with major U.S. stock indexes reaching all-time highs amid the Federal Reserve's interest rate cuts, while technology stocks faced renewed valuation concerns. In such a fluctuating market landscape, identifying investment opportunities requires careful consideration of financial health and growth potential. Penny stocks, though sometimes overlooked due to their vintage connotation, can still present valuable opportunities in smaller or...