SGX:D05
SGX:D05Banks

Is the Ant International Partnership and Alipay+ Integration Shifting the Investment Case for DBS (SGX:D05)?

DBS Group Holdings and Ant International recently signed a Memorandum of Understanding to deepen their strategic collaboration, aiming to advance payments innovation, digitisation, and fintech solutions, with initiatives like integrating DBS PayLah! into the Alipay+ ecosystem and exploring near-instant cross-border remittances. This partnership, unveiled at the Singapore Fintech Festival 2025, uniquely positions DBS to broaden its regional digital reach and support SMEs, coinciding with...
SGX:544
SGX:544IT

CSE Global (SGX:544) Valuation in Focus After Amazon Warrant Deal and Strong Q3 Orders

CSE Global (SGX:544) is drawing interest after announcing a warrant agreement with Amazon, which could lead to a possible increase in Amazon’s stake. The company also reported strong third quarter order volumes and received industry accolades for profit growth. See our latest analysis for CSE Global. CSE Global’s share price momentum has turned heads lately, with a one-month share price return of 31.72% and an impressive year-to-date gain of 130.12%. Even looking long term, its three-year...
SGX:O39
SGX:O39Banks

OCBC (SGX:O39) Valuation: Assessing the Bank After Steady Earnings and Leadership Shift Toward Digital Growth

Oversea-Chinese Banking (SGX:O39) just posted its third quarter results, showing net income holding steady even as net interest income slipped. Investors are also watching a boardroom change aimed at accelerating OCBC's strategic growth and digital transformation. See our latest analysis for Oversea-Chinese Banking. OCBC's share price has gathered steam in recent weeks, adding 10% over the last month alone, as investors respond to its sturdy earnings and evolving digital strategy. This...
SGX:J36
SGX:J36Industrials

Jardine Matheson (SGX:J36) Valuation in Focus After $250 Million Share Buyback Announcement

Jardine Matheson Holdings (SGX:J36) just kicked off a share buyback program that authorizes up to $250 million in repurchases, aiming to reduce its capital. The plan runs through 2026 and canceled shares are entirely removed from circulation. See our latest analysis for Jardine Matheson Holdings. Following the buyback announcement, Jardine Matheson Holdings has seen momentum build in its share price, recording a 61.98% year-to-date return and a strong 68.57% total shareholder return over the...
SGX:Z74
SGX:Z74Telecom

Why Singapore Telecommunications (SGX:Z74) Is Up 7.3% After Surging Earnings and Higher Interim Dividend

On November 11, 2025, Singapore Telecommunications announced strong half-year earnings with net income rising to S$3.40 billion and declared an interim ordinary dividend of 8.2 cents per share, comprising a core and value realisation portion. The notably higher net income and increased dividend payout highlight the company’s efforts to deliver tangible value to shareholders amid robust financial performance. We’ll explore how the combination of significant earnings growth and a boosted...
SGX:H13
SGX:H13Real Estate

How Investors May Respond To Ho Bee Land (SGX:H13) Expanding Into Australia With Major Land Acquisitions

Ho Bee Land Limited recently announced the acquisition of five residential development sites in Australia, covering projects expected to yield approximately 1,079 residential lots across Queensland and Victoria. This expansion aligns with Australian government infrastructure initiatives, which could enhance property values and bring improved amenities to these key regions. We'll explore how Ho Bee Land's entry into Australia through these land acquisitions could influence its future...
SGX:S58
SGX:S58Infrastructure

How Investors May Respond To SATS (SGX:S58) Surpassing Expectations With Higher Sales and Profitability

SATS Ltd. announced its half-year earnings for the period ended September 30, 2025, reporting sales of S$3.08 billion and net income of S$149.8 million, both higher than the previous year. The improved earnings and year-on-year growth in sales and profitability emphasize the company's ongoing operational gains and effective business execution during the period. We’ll explore how SATS’s stronger profitability and revenue growth potentially influence its broader investment outlook. Explore 27...
SGX:O39
SGX:O39Banks

Will OCBC’s (SGX:O39) New Strategy Chief Accelerate Its Digital Transformation and Regional Ambitions?

Oversea-Chinese Banking Corporation Limited announced that Melvyn Low, who has led the Global Transaction Banking division since 2018, has been appointed Group Chief Strategy and Transformation Officer effective November 10, 2025, while also reporting third quarter 2025 earnings with net interest income of S$2.23 billion and net income of S$1.98 billion. This leadership shift highlights OCBC’s commitment to accelerating digital transformation and innovation, especially as wealth management...
SGX:D05
SGX:D05Banks

DBS (SGX:D05) Valuation in Focus After Expanding Ant International Partnership for Cross-Border Payments and Fintech Innovation

DBS Group Holdings (SGX:D05) is capturing investor attention after announcing an expanded partnership with Ant International. This move could reshape how DBS approaches digital payments, cross-border transactions, and introduces new fintech solutions for both businesses and consumers. See our latest analysis for DBS Group Holdings. DBS has been riding a wave of positive momentum, with its share price climbing 2.96% in the past month and notching a strong 23.3% return year-to-date. Recent...
SGX:TQ5
SGX:TQ5Real Estate

What Frasers Property (SGX:TQ5)'s SME Loan Partnership Means For Shareholders

CIMB Singapore and Frasers Property recently announced a five-year partnership to introduce Singapore's first 'pay-as-you-earn' SME loan, along with various financial solutions for over 2,000 retailers across 12 Frasers Property malls. This move marks a significant enhancement in supporting retailer resiliency and could help to boost overall tenant stability within Frasers Property’s retail portfolio. We'll now explore how expanding retailer support through tailored SME financing could...
SGX:S63
SGX:S63Aerospace & Defense

Does ST Engineering’s Triple Dividend Payout Signal a New Capital Return Strategy for SGX:S63?

On November 12, 2025, Singapore Technologies Engineering announced three shareholder payouts: an interim dividend of S$0.04 per share for 3Q2025, a higher final dividend of S$0.06 per share for fiscal 2025, and a special dividend of S$0.05 per share, with payment dates and eligibility criteria specified. This combination of regular and special dividend announcements highlights the company's emphasis on rewarding shareholders and may signal confidence in its financial health. With this...
SGX:U10
SGX:U10Capital Markets

UOB-Kay Hian Holdings (SGX:U10): Valuation Insights Following Thai Subsidiary Delisting Plans

UOB-Kay Hian Holdings (SGX:U10) has unveiled plans to voluntarily delist its Thai subsidiary, UOB Kay Hian Securities (Thailand), from the Stock Exchange of Thailand after non-compliance with free float rules led to a trading suspension. See our latest analysis for UOB-Kay Hian Holdings. UOB-Kay Hian Holdings’ recent move to streamline its subsidiary operations comes against a backdrop of robust momentum in its own shares, with a 50% year-to-date share price return and an impressive 71.8%...
SGX:CJLU
SGX:CJLUTelecom

Higher Revenue but Lower Earnings Might Change the Case for Investing in NetLink NBN Trust (SGX:CJLU)

NetLink NBN Trust announced its half-year results on November 3, 2025, reporting revenue of S$207.11 million and net income of S$43.54 million, while declaring a distribution of 2.71 Singapore cents per unit to unitholders. The combination of higher sales but lower earnings provides important context for investors assessing the Trust’s cash flow and distribution policy. We’ll explore how NetLink NBN Trust’s commitment to distributing all available cash shapes its investment narrative amid...
SGX:H78
SGX:H78Real Estate

A Fresh Take on Hongkong Land (SGX:H78) Valuation After High-Profile Board Appointments

Hongkong Land Holdings (SGX:H78) has appointed Alan Miyasaki of Blackstone and Lincoln Pan, CEO-designate of Jardine Matheson Holdings, to its Board, effective November 1. Their extensive backgrounds could bring fresh strategic insights for investors watching closely. See our latest analysis for Hongkong Land Holdings. After a robust year, Hongkong Land Holdings has seen its share price climb over 39% year-to-date and deliver an impressive 47.5% total shareholder return for the past year...