Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

Thematic (Sector/Industry)

<ul><li>CGSI flags lower earnings for Riverstone due to currency shifts, maintains 'add' rating.</li><li>17Live's challenges might be easing, according to Lim &amp; Tan's report.</li><li>DBS suggests parent company could increase dividends from Genting Singapore.</li></ul>

CGSI flags lower earnings for Riverstone due to currency shifts, maintains 'add' rating.17Live's challenges might be easing, according to Lim &amp; Tan's report.DBS suggests parent company could increase dividends from Genting Singapore.

Singapore Market Roundup (14-Oct-2025): CGSI lowers Riverstone earnings forecast, keeps 'add'

<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

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

<ul>
<li>We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: Four stocks remain, 10 stocks added into portfolio</li>
<li>Since its inception, the portfolio has generated a before-fee total return of 294% versus MSCI ASEAN’s 57%</li>
</ul>


We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology
Portfolio changes: Four stocks remain, 10 stocks added into portfolio
Since its inception, the portfolio has generated a before-fee total return of 294% versus MSCI ASEAN’s 57%


<ul>
<li>We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology</li>
<li>Portfolio changes: Four stocks remain, 10 stocks added into portfolio</li>
<li>Since its inception, it has generated a before-fee total return of 268% versus the MSCI Asia ex Japan of 128%</li>
</ul>


We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology
Portfolio changes: Four stocks remain, 10 stocks added into portfolio
Since its inception, it has generated a before-fee total return of 268% versus the MSCI Asia ex Japan of 128%


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>SIA Engineering, UOL, Sheng Siong, Raffles Medical, and DFI Retail Group led FTSE ST Mid Cap Index in 1H25.  </li><li>Sheng Siong maintains the highest ROE at 26.7% among FTSE ST Mid Cap Index constituents as of June 25, 2025.  </li><li>ParkwayLife REIT achieved a 10.5% total return in 2025, driven by new acquisitions and step-up leases.</li></ul>

SIA Engineering, UOL, Sheng Siong, Raffles Medical, and DFI Retail Group led FTSE ST Mid Cap Index in 1H25.  Sheng Siong maintains the highest ROE at 26.7% among FTSE ST Mid Cap Index constituents as of June 25, 2025.  ParkwayLife REIT achieved a 10.5% total return in 2025, driven by new acquisitions and step-up leases.

Five Stocks that Led the FTSE ST Mid Cap Index in 1H25

Singapore

Sheng Siong Group Ltd is a retailer in Singapore.  The Company operates a groceries chain across Singapore. Sheng Siong's stores provide fresh and chilled produce, seafood, meat and vegetables, processed, packaged and preserved food products as well as general merchandise such as toiletries and essential household items.

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Sheng Siong (SSG SP)

Singapore Market Roundup (14-Oct-2025): CGSI lowers Riverstone earnings forecast, keeps 'add'

CGSI lowers earnings outlook for Riverstone amid currency shifts but keeps 'add' rating. 17Live's issues may be improving, while DBS hints at...

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

The Stocks to Own in ASEAN – Vol. 52

We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Four stocks remain, 10 stocks added.

A. Stotz Investment Research

The Stocks to Own in Asia – Vol. 50

We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Four stocks remain, 10 stocks added.

A. Stotz Investment Research

Five Stocks that Led the FTSE ST Mid Cap Index in 1H25

SIA Engineering, UOL, Sheng Siong, Raffles Medical, and DFI Retail Group led FTSE ST Mid Cap Index in 1H25. Sheng Siong maintains the highest...

Singapore Exchange Ltd (SGX)

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