SGX:BN4
SGX:BN4Industrials

Should Keppel’s 1.0 GW Data Centre Power Push in Australia Require Action From Keppel (SGX:BN4) Investors?

In mid-January 2026, Keppel Ltd expanded its Asia-Pacific data centre powerbank pipeline to over 1.0 GW, securing phased access to a 123-hectare, up-to-720 MW site near Morwell in Victoria, Australia, for capital-efficient pre-development under an Agreement for Lease with Lightwood Group. This large, power-rich site within the proposed Gippsland Renewable Energy Zone could support significant growth in Keppel’s data centre funds under management and reinforce its role as an operator of AI-...
SGX:AIY
SGX:AIYCapital Markets

Asian Market's Top Value Picks For January 2026

As the Asian markets continue to navigate a landscape marked by geopolitical tensions and economic shifts, investors are increasingly on the lookout for stocks that offer strong fundamentals at attractive valuations. Identifying undervalued stocks requires a keen eye on financial health, growth potential, and market position—factors that can provide resilience in uncertain times.
SGX:S63
SGX:S63Aerospace & Defense

Singapore Technologies Engineering (SGX:S63) Is Up 5.9% After Strong FY2024 Results And Bullish Defence Sentiment

Singapore Technologies Engineering recently reported FY2024 results showing double-digit growth in revenue and net income, and its shares have been trading above their 50- and 200-day moving averages ahead of its next earnings release on 26 February 2026. Broker commentary has turned more optimistic on defence companies like Singapore Technologies Engineering as governments emphasise deterrence and consider higher defence budgets, potentially reinforcing interest in the group’s defence and...
SGX:U11
SGX:U11Banks

Assessing United Overseas Bank (SGX:U11) Valuation After New SGD850 Million AT1 Capital Securities Issue

Why United Overseas Bank’s new AT1 issue matters United Overseas Bank (SGX:U11) has announced plans to issue S$850 million of 3.00% perpetual capital securities as Additional Tier 1 capital. This move is aimed at supporting its regulatory capital position and long term funding profile. See our latest analysis for United Overseas Bank. United Overseas Bank’s share price closed at S$36.40, and the 30 day share price return of 4.75% alongside a 90 day share price return of 6.12% points to...
SGX:D05
SGX:D05Banks

The Bull Case For DBS Group Holdings (SGX:D05) Could Change Following Strong Q3 Profit And Diversified Earnings – Learn Why

In Q3 2025, DBS Group Holdings reported net profit of about S$3.00 billion, with diversified earnings helping reduce reliance on interest rate cycles. This breadth of income streams highlights how DBS’s business mix can cushion performance when rate-sensitive income becomes less supportive. We’ll now examine how DBS’s strong Q3 profit and reduced dependence on rate cycles interact with its existing long-term investment narrative. We've found 12 US stocks that are forecast to pay a dividend...
SGX:CY6U
SGX:CY6UReal Estate

Should CapitaLand India Trust’s Data Centre Stake Sale and Fund Tie-Up (SGX:CY6U) Require Investor Action?

CapitaLand Investment Limited recently raised about S$150 million in the first close of its CapitaLand India Data Centre Fund, which is acquiring a 20.2% stake in three data centres from CapitaLand India Trust for an estimated S$99.73 million and securing a right of first offer on a fourth Bangalore facility. The transaction highlights how CapitaLand India Trust can recycle capital from its data centre portfolio while tapping fund investors' appetite for India’s growing digital...