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...
SGX:5E2
SGX:5E2Machinery

How Investors May Respond To Seatrium (SGX:5E2) Maersk Vessel Dispute And Upfront Payment Milestone

In recent trading, Seatrium extended its early-January momentum as investors focused on its progress toward resolving a wind-turbine installation vessel dispute with a Maersk affiliate, tied to a planned delivery milestone by 28 February 2026 and an associated upfront payment. The outcome of this vessel handover now stands out as a material test of Seatrium’s ability to protect cash flow and project margins while it pursues further contract wins. We’ll now explore how the anticipated Maersk...
SGX:A50
SGX:A50Healthcare

Will Thomson Medical Group’s (SGX:A50) New Chairman Reframe Its Capital-Intensive Expansion Narrative?

Thomson Medical Group Limited has announced that Mr. Tong Kooi Ong will become Independent and Non-Executive Chairman on February 1, 2026, succeeding Mr. Ng Ser Miang, who steps down on January 31, 2026, along with changes to key board committee roles. The appointment brings in a veteran entrepreneur with deep experience in property-related, capital-intensive projects across Southeast Asia, aligning with Thomson Medical Group’s ambitions for large-scale developments such as the Johor Bay...
SGX:JYEU
SGX:JYEURetail REITs

A Look At Lendlease Global Commercial REIT (SGX:JYEU) Valuation After Jem Sale And PLQ Mall Acquisition

Lendlease Global Commercial REIT (SGX:JYEU) has drawn fresh attention after selling the office component of Jem for S$462 million to pay down debt and later buying a 70% stake in PLQ Mall via private placement. See our latest analysis for Lendlease Global Commercial REIT. The recent Jem divestment and PLQ Mall acquisition sit against a backdrop of mixed share price momentum. A 7 day share price return of 3.25% and a 1 year total shareholder return of 28.32% suggest improving sentiment after a...
SGX:M04
SGX:M04Hospitality

A Look At Mandarin Oriental International (SGX:M04) Valuation After Strong Recent Share Price Gains

Mandarin Oriental International (SGX:M04) has drawn investor attention after recent share price moves and its latest reported figures, including revenue of US$522.4 million and a net loss of US$90.5 million, prompted fresh interest in the stock. See our latest analysis for Mandarin Oriental International. Despite reporting revenue of US$522.4 million alongside a net loss of US$90.5 million, Mandarin Oriental International’s recent share price return of 45.22% over 90 days and 143.24% one year...
SGX:BS6
SGX:BS6Machinery

Yangzijiang Shipbuilding (SGX:BS6) Is Up 5.2% After Record Margins And New Orders Boost Visibility – Has The Bull Case Changed?

In recent months, Yangzijiang Shipbuilding (Holdings) reported a year-on-year net profit increase for the half-year to 30 June 2025 and a record shipbuilding gross margin of 35%, alongside securing 22 new shipbuilding contracts worth about US$0.92 billion for delivery between 2027 and 2029. These results highlight not only current profitability but also enhance forward revenue visibility, as the additional contracts extend the company’s order book well into the next decade. We will now...