Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

Thematic (Sector/Industry)

<ul><li>PhillipCapital's Chew keeps 'buy' rating on TeleChoice after 1HFY2026 results.</li><li>CGSI views Marco Polo Marine as a buying opportunity.</li><li>OCBC's Lim keeps 'buy' on CAO but reduces fair value after 1HFY2026 results.</li></ul>

PhillipCapital's Chew keeps 'buy' rating on TeleChoice after 1HFY2026 results.CGSI views Marco Polo Marine as a buying opportunity.OCBC's Lim keeps 'buy' on CAO but reduces fair value after 1HFY2026 results.

Singapore Market Roundup (20-Aug-2026): PhillipCapital maintains 'buy' on TeleChoice after

<ul>
<li>DBS sees M. deal as key to SGX's growth and potential earnings boost.</li>
<li>RHB maintains 'buy' on CSE Global after US$8 million SEI acquisition.</li>
<li>World Cup impacts high-value gaming patrons; DBS retains ‘hold’ on Genting Singapore.</li>
</ul>


DBS sees M. deal as key to SGX's growth and potential earnings boost.
RHB maintains 'buy' on CSE Global after US$8 million SEI acquisition.
World Cup impacts high-value gaming patrons; DBS retains ‘hold’ on Genting Singapore.


Singapore Market Roundup (24-Jul-2026): DBS Views M. Deal as Vital for SGX Growth and Earnings.

<ul>
<li>Addvalue's share buybacks signal optimism, says Maybank on 're-boarding' chance.</li>
<li>DBS: ComfortDelGro's recent bus package loss is 'immaterial' to earnings.</li>
<li>RHB maintains 'buy' rating for Marco Polo Marine with a 21 cents target.</li>
</ul>


Addvalue's share buybacks signal optimism, says Maybank on 're-boarding' chance.
DBS: ComfortDelGro's recent bus package loss is 'immaterial' to earnings.
RHB maintains 'buy' rating for Marco Polo Marine with a 21 cents target.


Singapore Market Roundup (17-Jul-2026): Maybank sees optimism in Addvalue's share buybacks.

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

Equity Bottom-Up

<ul><li>Yangzijiang Shipbuilding achieved a 32.2% ROE, with a US$22.4 billion order book across 256 vessels.  </li><li>Nam Cheong recorded a 45.4% ROE, with 71% of its fleet on long-term charters and five vessels expected by year-end.  </li><li>Beng Kuang Marine posted a 34.1% ROE, securing S$85.2 million in new contracts and S$70.7 million in outstanding work.</li></ul>

Yangzijiang Shipbuilding achieved a 32.2% ROE, with a US$22.4 billion order book across 256 vessels.  Nam Cheong recorded a 45.4% ROE, with 71% of its fleet on long-term charters and five vessels expected by year-end.  Beng Kuang Marine posted a 34.1% ROE, securing S$85.2 million in new contracts and S$70.7 million in outstanding work.

Sector Sweep - Singapore’s Maritime Sector Sees Stronger Earnings and Business Sentiment

<ul><li>AEM rises for second day; DBS raises target to $3.30, Maybank upgrades to 'buy'.</li><li>Brokers' Digest: Marco Polo, iFAST, UHREIT, Addvalue, SGX, BRC Asia, SIA Eng, ISOTeam, Starhub</li><li>Analysts maintain 'neutral' stance on Sembcorp post FY2025 results.</li></ul>

AEM rises for second day; DBS raises target to $3.30, Maybank upgrades to 'buy'.Brokers' Digest: Marco Polo, iFAST, UHREIT, Addvalue, SGX, BRC Asia, SIA Eng, ISOTeam, StarhubAnalysts maintain 'neutral' stance on Sembcorp post FY2025 results.

Singapore Market Roundup (27-Feb-2026): AEM up 2nd day; DBS targets $3.30, Maybank upgrades to

Singapore

Marco Polo Marine is an integrated marine logistics group providing ship chartering, shipyard operations, and offshore wind services. The company charters offshore support vessels, tugboats, and barges, and offers shipbuilding, maintenance, repair, and conversion services. Headquartered in Singapore, it was founded in 1991.

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Marco Polo Marine (MPM SP)

Singapore Market Roundup (20-Aug-2026): PhillipCapital maintains 'buy' on TeleChoice after

PhillipCapital maintains 'buy' on TeleChoice; CGSI sees Marco Polo Marine as a buy. OCBC's Lim keeps 'buy' on CAO but lowers fair value post...

Singapore Market Roundup

Singapore Market Roundup (24-Jul-2026): DBS Views M. Deal as Vital for SGX Growth and Earnings.

DBS views the M. deal as crucial for SGX's growth. RHB keeps 'buy' on CSE Global after its $8M SEI acquisition. Worlds Cup impacts high-value...

Singapore Market Roundup

Sector Sweep - Singapore’s Maritime Sector Sees Stronger Earnings and Business Sentiment

Yangzijiang Shipbuilding achieved a 32.2% ROE, with a US$22.4 billion order book across 256 vessels. Nam Cheong recorded a 45.4% ROE, with 71%...

Singapore Exchange Ltd (SGX)

Singapore Market Roundup (27-Feb-2026): AEM up 2nd day; DBS targets $3.30, Maybank upgrades to

AEM gains for a second day; DBS raises target to $3.30, Maybank upgrades to 'buy'. Analysts keep 'neutral' stance on Sembcorp after FY2025 results.

Singapore Market Roundup

Price Gauge

52-week Range

Market Cap (USDm)

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Singapore Market Roundup (20-Aug-2026): PhillipCapital maintains 'buy' on TeleChoice after

PhillipCapital maintains 'buy' on TeleChoice; CGSI sees Marco Polo Marine as a buy. OCBC's Lim keeps 'buy' on CAO but lowers fair value post...

Singapore Market Roundup

Singapore Market Roundup (24-Jul-2026): DBS Views M. Deal as Vital for SGX Growth and Earnings.

DBS views the M. deal as crucial for SGX's growth. RHB keeps 'buy' on CSE Global after its $8M SEI acquisition. Worlds Cup impacts high-value...

Singapore Market Roundup

Singapore Market Roundup (17-Jul-2026): Maybank sees optimism in Addvalue's share buybacks.

Maybank sees optimism in Addvalue's share buybacks. DBS notes ComfortDelGro's bus loss is 'immaterial' to earnings. Broker's Digest covers various...

Singapore Market Roundup

Sector Sweep - Singapore’s Maritime Sector Sees Stronger Earnings and Business Sentiment

Yangzijiang Shipbuilding achieved a 32.2% ROE, with a US$22.4 billion order book across 256 vessels. Nam Cheong recorded a 45.4% ROE, with 71%...

Singapore Exchange Ltd (SGX)

Singapore Market Roundup (27-Feb-2026): AEM up 2nd day; DBS targets $3.30, Maybank upgrades to

AEM gains for a second day; DBS raises target to $3.30, Maybank upgrades to 'buy'. Analysts keep 'neutral' stance on Sembcorp after FY2025 results.

Singapore Market Roundup