Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

Thematic (Sector/Industry)

<ul><li>Beansprout starts coverage on United Hampshire US REIT, citing defensive yield.</li><li>Maybank cuts STI target to 5,500 points after market EPS downgrades.</li><li>Maybank's Seet sees recent drop in Addvalue Technologies as a buy opportunity.</li></ul>

Beansprout starts coverage on United Hampshire US REIT, citing defensive yield.Maybank cuts STI target to 5,500 points after market EPS downgrades.Maybank's Seet sees recent drop in Addvalue Technologies as a buy opportunity.

Singapore Market Roundup (02-Jul-2026): Beansprout covers United Hampshire US REIT for its yield.

Investment Management, 8VantEdge

8VantEdge

Investment Management

8VantEdge offers a hybrid fundamental stock picking combined with algorithmic rules based on human psychology.

<ul>
<li>The digital infrastructure sector is this decade’s defining investment theme. It has become a mandatory operational input for companies in the global economy.</li>
<li>This transition is propelled by three converging structural forces: the exponential demand for AI compute capacity, persistent enterprise cloud migration, and the deployment of standalone 5G networks.</li>
<li>Together, these drivers necessitate a synchronized expansion across centralized data centres, localized edge nodes, and the subsea transmission networks that connect them.</li>
</ul>


The digital infrastructure sector is this decade’s defining investment theme. It has become a mandatory operational input for companies in the global economy.
This transition is propelled by three converging structural forces: the exponential demand for AI compute capacity, persistent enterprise cloud migration, and the deployment of standalone 5G networks.
Together, these drivers necessitate a synchronized expansion across centralized data centres, localized edge nodes, and the subsea transmission networks that connect them.


Digital Infrastructure Foundations: Data Centres, Business Trusts, and the Regional Digital Grid

<ul><li>Maybank's Seet raises Addvalue target price to 34 cents after strong FY2026 results.</li><li>Lai of DBS keeps 'buy' rating and $1.05 target on UI Boustead REIT after park launch.</li><li>UOBKH's Koh ups CLAR target price to $3.78 after three acquisitions.</li></ul>

Maybank's Seet raises Addvalue target price to 34 cents after strong FY2026 results.Lai of DBS keeps 'buy' rating and $1.05 target on UI Boustead REIT after park launch.UOBKH's Koh ups CLAR target price to $3.78 after three acquisitions.

Singapore Market Roundup (26-May-2026): Maybank hikes Addvalue target price to 34 cents

Invest for a Sustainable Future, Impact Capital Asset Management

ICAM

Invest for a Sustainable Future

Impact Capital Asset Management

Established in August 2020, Impact Capital Asset Management Pte. Ltd. (ICAM) was conceived by seasoned professionals Deepak Mawandia and Atul Tetambe. Both have accumulated a wealth of knowledge and experience from their extensive tenures in the financial sector. In 2019, ICAM secured its RFMC license and subsequently introduced a technology-centric venture fund. By 2021, with the acquisition of its CMS license, ICAM witnessed steady growth in its assets under management. Presently, ICAM manages a portfolio exceeding USD 1 billion, diversified across various countries. Central to ICAM’s foundation is a commitment to offering a platform singularly dedicated to the best interests of its investor clients. The combined expertise of Deepak and Atul firmly establishes ICAM as a notable entity in the wealth management field.

<ul><li>Defence technology, surveillance and security systems exposure on SGX is real, but narrow.</li><li>The theme is not a pure drone screen and not a broad defence-stock screen. It covers systems used to detect, monitor, communicate, coordinate and respond across defence, public safety, airspace, ports and critical infrastructure.</li><li>The listed map has one broad anchor, several narrower operating routes and a small watchlist of boundary names. </li></ul>

Defence technology, surveillance and security systems exposure on SGX is real, but narrow.The theme is not a pure drone screen and not a broad defence-stock screen. It covers systems used to detect, monitor, communicate, coordinate and respond across defence, public safety, airspace, ports and critical infrastructure.The listed map has one broad anchor, several narrower operating routes and a small watchlist of boundary names. 

<ul><li>RHB and PhillipCapital maintain 'buy' rating on Elite UK REIT after 1QFY2026 updates.</li><li>Tng of CGSI boosts ISDN's target price to 96 cents due to strong industrial automation.</li><li>UOBKH's Koh maintains 'buy' and $1.16 target on UI Boustead REIT after Japan project.</li></ul>

RHB and PhillipCapital maintain 'buy' rating on Elite UK REIT after 1QFY2026 updates.Tng of CGSI boosts ISDN's target price to 96 cents due to strong industrial automation.UOBKH's Koh maintains 'buy' and $1.16 target on UI Boustead REIT after Japan project.

Singapore Market Roundup (28-Apr-2026): RHB and PhillipCapital keep 'buy' on Elite UK REIT post

Singapore

Manufactures satellite communication products

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Addvalue Technologies (ADDV SP)

Singapore Market Roundup (02-Jul-2026): Beansprout covers United Hampshire US REIT for its yield.

Beansprout covers United Hampshire US REIT for its yield. Maybank lowers STI target to 5,500 and views Addvalue Technologies' drop as a buying chance.

Singapore Market Roundup

Digital Infrastructure Foundations: Data Centres, Business Trusts, and the Regional Digital Grid

The digital infrastructure sector is this decade’s defining investment theme. It has become a mandatory operational input for companies in the...

8VantEdge

Singapore Market Roundup (26-May-2026): Maybank hikes Addvalue target price to 34 cents

Maybank's Seet raises Addvalue target to 34 cents post-FY2026 results. DBS's Lai maintains 'buy' on UI Boustead REIT with $1.05 target. UOBKH's Koh...

Singapore Market Roundup

Singapore Defence and Security Systems

Defence technology, surveillance and security systems exposure on SGX is real, but narrow. The theme is not a pure drone screen and not a broad...

ICAM

Singapore Market Roundup (28-Apr-2026): RHB and PhillipCapital keep 'buy' on Elite UK REIT post

RHB and PhillipCapital keep 'buy' on Elite UK REIT; ISDN's target rises to 96 cents; UOBKH's Koh maintains 'buy' on UI Boustead REIT at $1.16 after...

Singapore Market Roundup

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