SGX:S68
SGX:S68Capital Markets

Did Singapore Exchange’s New Derivatives-Focused CRO Appointment (SGX:S68) Quietly Reframe Its Risk Priorities?

Singapore Exchange Limited has appointed Ivan Han as Chief Risk Officer, succeeding Agnes Koh, with the transition formally taking effect on April 1, 2026, while Koh moves into a special advisory role later that year. The handover places a long-serving internal risk leader with deep derivatives and clearing experience at the centre of SGX’s risk framework just as regulatory engagement and multi-asset expansion remain central to its business model. We’ll now examine how this Chief Risk...
SGX:558
SGX:558Semiconductor

The Bull Case For UMS Integration (SGX:558) Could Change Following Debt-Free Penang Expansion And Richer Product Mix

UMS Integration recently reported a softer revenue patch but a slightly higher net profit, maintained its interim dividend, and continued investing heavily in capacity expansion at its Penang plant, which has temporarily pushed free cash flow into decline. An interesting angle is that the company is funding this expansion while keeping a strong cash balance, carrying no debt, and beginning shipments to a major new Malaysian customer, underscoring how a richer product mix can support...
SGX:9CI
SGX:9CIReal Estate

Assessing CapitaLand Investment (SGX:9CI) Valuation After New S$260 Million Automated Logistics Hub Plan

CapitaLand Investment (SGX:9CI) has announced plans for a S$260 million automated logistics hub in Singapore, with partner Ally Logistic Property operating the facility under a master lease that includes rent escalations. See our latest analysis for CapitaLand Investment. The logistics hub announcement comes as momentum has picked up, with a 7 day share price return of 5.47% and a 30 day share price return of 11.58%. The 1 year total shareholder return of 25.52% contrasts with a 3 year total...
SGX:H78
SGX:H78Real Estate

Do Hongkong Land (SGX:H78) Buybacks Hint At Quiet Confidence Or Limited Reinvestment Options?

On 9 January 2026, Hongkong Land Holdings repurchased 190,000 of its ordinary shares, which will be cancelled, leaving 2,157,649,126 shares in issue, each carrying one vote. This cancellation slightly reduces the company’s share count and highlights management’s ongoing use of buybacks as a capital management tool. We’ll now examine how this incremental share cancellation, as part of Hongkong Land’s broader buyback activity, could influence its investment narrative. AI is about to change...
SGX:BS6
SGX:BS6Machinery

Yangzijiang Shipbuilding (SGX:BS6) Valuation After Profit Jump Margins Record And New Contract Wins

Yangzijiang Shipbuilding (Holdings) (SGX:BS6) is back in focus after reporting a 36.7% rise in net profit, a record 35% shipbuilding gross margin, and securing 22 new contracts worth about US$0.92b. See our latest analysis for Yangzijiang Shipbuilding (Holdings). Those results come on top of a share price that last closed at S$3.62, with short term momentum reflected in a 7 day share price return of 4.93% and a 1 year total shareholder return of 27.46%. This suggests interest has been...
Catalist:OAJ
Catalist:OAJMetals and Mining

Fortress Minerals (Catalist:OAJ) Margin Compression Reinforces Cautious Earnings Narratives After Q3 2026 Results

Fortress Minerals (Catalist:OAJ) has reported Q3 2026 revenue of US$18.4 million and net income of US$4.4 million, with EPS at US$0.0085, as investors weigh these quarterly figures against a current share price of S$0.305 and a year marked by margin compression. Over recent quarters the company has seen revenue move from US$17.9 million in Q4 2025 to US$16.5 million in Q2 2026 before reaching US$18.4 million in Q3 2026. EPS shifted from a loss of US$0.0022 in Q4 2025 to US$0.0038 in Q2 2026...
SGX:D05
SGX:D05Banks

Assessing DBS Group Holdings (SGX:D05) Valuation After Record Earnings And Higher 2026 Dividend Guidance

Why this latest earnings and dividend update on DBS Group Holdings (SGX:D05) matters DBS Group Holdings (SGX:D05) just reported another record quarter, with resilient income, strong fee contributions from wealth management, and guidance for a higher ordinary dividend in 2026, a combination income focused investors are watching closely. See our latest analysis for DBS Group Holdings. At a share price of S$57.34, DBS has a 30 day share price return of 5.95% and a 1 year total shareholder return...
SGX:C09
SGX:C09Real Estate

City Developments (SGX:C09) Valuation Check As Asset Sales And Review Talk Lift Investor Interest

Recent broker attention on City Developments (SGX:C09) has focused on its asset sales program, including the agreed disposal of Quayside Isle @ Sentosa Cove at about 47% above book value, alongside discussion of a potential strategic review. See our latest analysis for City Developments. Those asset disposals and talk of a broader review are landing in a period of strong momentum, with a 30 day share price return of 22.68% and a 1 year total shareholder return of 77.58%. This suggests...
SGX:O39
SGX:O39Banks

Does OCBC’s 2025 Results Spotlight and Rate Signals Reshape the Bull Case For Oversea-Chinese Banking (SGX:O39)?

In recent days, Oversea-Chinese Banking Corp has become a focal point within a broader Singapore banking rally, as investors watch policy signals on interest rates and anticipate its full-year 2025 results release scheduled for 25 February 2026. This growing attention highlights how expectations for interest rate trends and upcoming guidance on margins, credit costs and wealth management income could influence sentiment toward OCBC and the wider Straits Times Index. Next, we will examine how...
SGX:S63
SGX:S63Aerospace & Defense

Assessing Singapore Technologies Engineering (SGX:S63) Valuation After Updated 2025 Profit Guidance

Updated profit guidance draws fresh attention Singapore Technologies Engineering (SGX:S63) has issued updated earnings guidance, stating that it expects to report a positive net profit for the second half of 2025 after accounting for all one off effects. This development is drawing renewed interest from investors. See our latest analysis for Singapore Technologies Engineering. The updated profit guidance comes after a period where short term share price momentum has picked up, with a 1 month...
SGX:S68
SGX:S68Capital Markets

A Look At Singapore Exchange’s Valuation As New ASEAN Dividend ETF Listing Draws Attention

New dividend ETF listing shines light on SGX’s role in ASEAN income investing Singapore Exchange (SGX:S68) is back in focus after UOB Asset Management unveiled plans to list the UOBAM Ping An FTSE ASEAN Dividend Index ETF, the only dividend focused ASEAN ETF on SGX at launch. See our latest analysis for Singapore Exchange. At around S$17.70 today, Singapore Exchange’s recent 7 day share price return of 4.36% and 30 day share price return of 5.92% suggest building momentum, while the 1 year...
SGX:O39
SGX:O39Banks

A Look At OCBC (SGX:O39) Valuation As Index Rally And Earnings Outlook Draw Focus

Why OCBC’s recent pullback is catching attention Oversea-Chinese Banking (SGX:O39) slipped about 0.6% after briefly trading above S$20, shortly after helping lift Singapore’s benchmark index to record levels, and just ahead of its February 25 earnings release. See our latest analysis for Oversea-Chinese Banking. That small pullback comes after a steady climb, with a 30 day share price return of 7.10% and 90 day gain of 18.98%, while the 1 year and 5 year total shareholder returns of 21.29%...
SGX:D05
SGX:D05Banks

How Investors Are Reacting To DBS Group Holdings (SGX:D05) Signalling A Higher Ordinary Dividend

DBS Group Holdings recently reported another record quarter, with resilient income supported by strong fee contributions from wealth management and a firm dividend profile. A key highlight is management’s guidance to raise the ordinary dividend in 2026, further reinforcing DBS’s appeal as a reliable income-focused bank in Singapore. We’ll now examine how DBS’s plan to raise its ordinary dividend could influence the bank’s broader investment narrative and income appeal. Uncover the next big...