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...
SGX:F99
SGX:F99Food

Assessing Fraser And Neave (SGX:F99) Valuation After Margin And Corporate Action Prospects Draw Interest

What is driving interest in Fraser and Neave now? Fraser and Neave (SGX:F99) has come into focus after recent commentary highlighted possible margin improvement from lower raw material costs, as well as potential value creation from corporate actions within its wider beverage group. See our latest analysis for Fraser and Neave. Recent board and committee changes, together with the proposed final dividend of S$0.04 per share, have kept Fraser and Neave on investors’ radar. The relatively...