Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

Thematic (Sector/Industry)

<ul>
<li>Keppel's Bifrost cable launch may boost share prices, says CGS International.</li>
<li>Brokers' Digest: Soilbuild, CLINT, Yangzijiang, Prime US REIT, Singtel, Sanli</li>
<li>RHB favors Aspial Lifestyle for its comprehensive growth potential.</li>
</ul>


Keppel's Bifrost cable launch may boost share prices, says CGS International.
Brokers' Digest: Soilbuild, CLINT, Yangzijiang, Prime US REIT, Singtel, Sanli
RHB favors Aspial Lifestyle for its comprehensive growth potential.


Singapore Market Roundup (03-Oct-2025): Keppel's Bifrost cable launch could lift share prices,

<ul><li>Sanli poised for growth from PUB projects and Long Island tenders, says Maybank.</li><li>DBS maintains 'buy' rating on CLINT after its first asset sale post-listing.</li><li>Analysts maintain 'buy' on Singtel despite Maybank trimming TP; RHB sees opportunity.</li></ul>

Sanli poised for growth from PUB projects and Long Island tenders, says Maybank.DBS maintains 'buy' rating on CLINT after its first asset sale post-listing.Analysts maintain 'buy' on Singtel despite Maybank trimming TP; RHB sees opportunity.

Singapore Market Roundup (30-Sep-2025): Sanli set to grow from PUB projects and Long Island

Asset Allocation & Fund Positioning, Copley Fund Research

Steven Holden

Asset Allocation & Fund Positioning

Copley Fund Research

Copley Fund Research provide research and data on asset allocation among Global and Emerging Market equity funds.  The analysis details absolute and relative positioning across countries, sectors and industries together with highly granular data on single stock and single fund allocations.  The data is updated monthly with time series going back to January 2011.

Global Research - Analysis of 165 prominent Global equity funds, combined AUM $335bn
GEM Research - Analysis of 127 prominent global EM equity funds, combined AUM $250bn

Asset Allocation - Global and GEM Equity

Cross Asset Strategy

<ul>
<li>Global funds remain structurally underweight Asia, with Japan and China &amp; HK widely held but still below index weight; India stands out as the clearest consensus underweight.</li>
<li>Taiwan Technology dominates sector positioning as the largest regional overweight, while Australian and Asian Financials are structural underweights; rotation shows China sectors and Japan Financials/Industrials gaining traction.</li>
<li>Stock leadership is highly concentrated in TSMC, now owned by 61% of funds; second-tier names stagnate while SK Hynix, BYD, and Sea Ltd attract rising investor participation.</li>
</ul>


Global funds remain structurally underweight Asia, with Japan and China &amp; HK widely held but still below index weight; India stands out as the clearest consensus underweight.
Taiwan Technology dominates sector positioning as the largest regional overweight, while Australian and Asian Financials are structural underweights; rotation shows China sectors and Japan Financials/Industrials gaining traction.
Stock leadership is highly concentrated in TSMC, now owned by 61% of funds; second-tier names stagnate while SK Hynix, BYD, and Sea Ltd attract rising investor participation.


<ul>
<li>PhillipCapital begins coverage on TeleChoice, rating it 'buy' with a 21.5¢ target.</li>
<li>PhillipCapital's Chan boosts Prime US REIT target price to 30 cents after placement.</li>
<li>DBS keeps $3.80 target price on Yangzijiang after $180M order cancellation.</li>
</ul>


PhillipCapital begins coverage on TeleChoice, rating it 'buy' with a 21.5¢ target.
PhillipCapital's Chan boosts Prime US REIT target price to 30 cents after placement.
DBS keeps $3.80 target price on Yangzijiang after $180M order cancellation.


Singapore Market Roundup (29-Sep-2025): PhillipCapital Rates TeleChoice 'buy'

<ul><li>ISOTeam's FY2025 earnings disappoint; RHB lowers rating to 'neutral' from 'buy'</li><li>LHN’s Coliwoo spin-off boosts value; self-storage segment offers growth: UOBKH</li><li>SMIDs may outpace fundamentals; OCBC warns caution with ‘Next 50’ indices launch.</li></ul>

ISOTeam's FY2025 earnings disappoint; RHB lowers rating to 'neutral' from 'buy'LHN’s Coliwoo spin-off boosts value; self-storage segment offers growth: UOBKHSMIDs may outpace fundamentals; OCBC warns caution with ‘Next 50’ indices launch.

Singapore Market Roundup (26-Sep-2025): ISOTeam's FY2025 earnings fall short; RHB cuts rating to

Singapore

DBS Group Holdings Limited and its subsidiaries provide a variety of financial services.  The Company offers services including mortgage financing, lease and hire purchase financing, nominee and trustee, funds management, corporate advisory and brokerage .  DBS Group also acts as the primary dealer in Singapore government securities.

Price Gauge
52-week Range	0.00 - 0.00
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DBS (DBS SP)

Singapore Market Roundup (30-Sep-2025): Sanli set to grow from PUB projects and Long Island

Sanli is set for growth from PUB projects and Long Island tenders, while DBS keeps a 'buy' on CLINT and analysts remain positive on Singtel despite...

Singapore Market Roundup

Global Fund Positioning in Asia

Global funds stay structurally underweight Asia, with Japan and China leading the way. Taiwan Tech dominates sector overweights, while TSMC tops...

Steven Holden

Singapore Market Roundup (29-Sep-2025): PhillipCapital Rates TeleChoice 'buy'

PhillipCapital rates TeleChoice 'buy' with a 21.5¢ target; boosts Prime US REIT target to 30¢; DBS maintains $3.80 target for Yangzijiang after...

Singapore Market Roundup

Singapore Market Roundup (26-Sep-2025): ISOTeam's FY2025 earnings fall short; RHB cuts rating to

ISOTeam's FY2025 earnings disappoint, prompting RHB to downgrade to 'neutral.' LHN's Coliwoo spin-off boosts value; self-storage offers growth,...

Singapore Market Roundup

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Singapore Market Roundup (03-Oct-2025): Keppel's Bifrost cable launch could lift share prices,

Keppel's Bifrost cable launch could raise share prices, while RHB recommends Aspial Lifestyle for its growth potential. Brokers' Digest: Soilbuild,...

Singapore Market Roundup

Singapore Market Roundup (30-Sep-2025): Sanli set to grow from PUB projects and Long Island

Sanli is set for growth from PUB projects and Long Island tenders, while DBS keeps a 'buy' on CLINT and analysts remain positive on Singtel despite...

Singapore Market Roundup

Global Fund Positioning in Asia

Global funds stay structurally underweight Asia, with Japan and China leading the way. Taiwan Tech dominates sector overweights, while TSMC tops...

Steven Holden

Singapore Market Roundup (29-Sep-2025): PhillipCapital Rates TeleChoice 'buy'

PhillipCapital rates TeleChoice 'buy' with a 21.5¢ target; boosts Prime US REIT target to 30¢; DBS maintains $3.80 target for Yangzijiang after...

Singapore Market Roundup

Singapore Market Roundup (26-Sep-2025): ISOTeam's FY2025 earnings fall short; RHB cuts rating to

ISOTeam's FY2025 earnings disappoint, prompting RHB to downgrade to 'neutral.' LHN's Coliwoo spin-off boosts value; self-storage offers growth,...

Singapore Market Roundup