Primer: Jardine Matheson (JMHLY US) - Aug 2026
Jardine Matheson is a diversified Asian conglomerate with a portfolio of market-leading businesses in sectors such as property, automotive,...
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Info-Tech Systems Initiation - High Growth and Margins but Needs to Be Sustainable
We initiate non-rated coverage on Info-Tech Systems. Despite the strong growth, HRMS revenue could potentially decline given grant funding being an...
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Zixin Group Initiation - Valuations Attractive but S-Chip Concerns Linger
We initiate non-rated coverage on Zixin Group. While Zixin’s post-COVID recovery stood out remarkably amongst SGX Catalist names , a key concern...
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A Timely Review of Our Local Bourse
There has been a flurry of activity within the SGX in recent months - from heightened trading interest to a pickup in corporate actions and fund...
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ASL Marine - FY26 Earnings Update - Chartering to Drive the Upside, Repair to Anchor Quality
We slightly lower our TP of ASL to S$0.38/share (vs. S$0.42 at initiation), implying around 31% upside to the current share price of S$0.29/share.
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