Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

Thematic (Sector/Industry)

<ul>
<li>UOB Kay Hian's Koh maintains 'buy' on Prime US REIT due to low valuation.</li>
<li>RHB's Natarajan increases Suntec REIT target price to $1.48.</li>
<li>CGSI boosts Yangzijiang Financial target price to $1.25, citing Maritime spin-off.</li>
</ul>


UOB Kay Hian's Koh maintains 'buy' on Prime US REIT due to low valuation.
RHB's Natarajan increases Suntec REIT target price to $1.48.
CGSI boosts Yangzijiang Financial target price to $1.25, citing Maritime spin-off.


Singapore Market Roundup (09-Sep-2025): UOB's Koh Keeps 'buy' on Prime US REIT

<ul><li>Morningstar lowers Singapore banks' uncertainty ratings to 'low' after tariff scare.</li><li>Aletheia Capital sees Sing Investments, Advanced Holdings, and Koyo Int’l as undervalued.</li><li>PhillipCapital raises Singtel's target price to $4.86 due to mobile and data growth.</li></ul>

Morningstar lowers Singapore banks' uncertainty ratings to 'low' after tariff scare.Aletheia Capital sees Sing Investments, Advanced Holdings, and Koyo Int’l as undervalued.PhillipCapital raises Singtel's target price to $4.86 due to mobile and data growth.

Singapore Market Roundup (02-Sep-2025): Morningstar cuts Singapore banks' uncertainty ratings to

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

<ul>
<li>FY 2025 generated net profit, removing bankruptcy risk for <a href="https://www.smartkarma.com/entities/grab-holdings-limited-class-a" target="_blank" data-smartkarma-citation="entities:26950:1" rel="noopener">Grab (GRAB US)</a> .</li>
<li>Grab posted strong revenue growth momentum, achieved record revenue, and had positive FCF while it was trading at a discount to its global peers. </li>
<li>Its CEO, Anthony Tan, bought back around USD 30 million worth of Grab shares recently. </li>
</ul>


FY 2025 generated net profit, removing bankruptcy risk for Grab (GRAB US) .
Grab posted strong revenue growth momentum, achieved record revenue, and had positive FCF while it was trading at a discount to its global peers. 
Its CEO, Anthony Tan, bought back around USD 30 million worth of Grab shares recently. 


Grab: Strong Momentum + Management Is Buying

Invest, Trade and Save in Singapore, Syfe

Syfe

Invest, Trade and Save in Singapore

Syfe is an investment platform offering Managed Portfolios, Brokerage services, and Cash Management solutions to help people build wealth for a better future.

<ul><li>Singapore's equity market is positioned to continue its resilient performance, with benchmark indices trending positively and dividend yields holding firm above historical averages.</li><li>The market's fundamental strength remains a key pillar of support; corporate balance sheets are robust, and free cash flow generation has been strong since the post-pandemic reopening.</li><li>This financial health enabled companies to increase dividend payouts in late 2024 at a faster rate than earnings growth, signaling a strong commitment to shareholder returns even as earnings momentum begins to moderate.</li></ul>

Singapore's equity market is positioned to continue its resilient performance, with benchmark indices trending positively and dividend yields holding firm above historical averages.The market's fundamental strength remains a key pillar of support; corporate balance sheets are robust, and free cash flow generation has been strong since the post-pandemic reopening.This financial health enabled companies to increase dividend payouts in late 2024 at a faster rate than earnings growth, signaling a strong commitment to shareholder returns even as earnings momentum begins to moderate.

1H 2025 Dividend Investing Update: Navigating the Yield Squeeze

<ul><li>Singtel's FY2025 ebit growth guidance may rise to mid-to-high teens from successful cost cuts, according to CGSI.</li><li>IG predicts OCBC will reach $19 and UOB will hit $39.90 in share price.</li><li>SGX reports record revenue and profit in first half, with 1HFY2025 adjusted net profit up 27.3% and increased revenue across all segments. CEO Loh addresses succession concerns.</li></ul>

Singtel's FY2025 ebit growth guidance may rise to mid-to-high teens from successful cost cuts, according to CGSI.IG predicts OCBC will reach $19 and UOB will hit $39.90 in share price.SGX reports record revenue and profit in first half, with 1HFY2025 adjusted net profit up 27.3% and increased revenue across all segments. CEO Loh addresses succession concerns.

Singapore Market Roundup (06-Feb-2025): Singtel poised for strong ebit growth in FY2025 - CGSI

Singapore

Singapore Telecommunications is Asia's leading communications technology group, providing next-generation communication, 5G, technology services, and infotainment to consumers and businesses. It offers mobile, broadband, TV, fixed-line telephony, IT and network services, data centers, managed cloud, IoT, and cybersecurity solutions. The company is headquartered in Singapore and was founded in 1879.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Singapore Telecommunications (ST SP)

Singapore Market Roundup (09-Sep-2025): UOB's Koh Keeps 'buy' on Prime US REIT

UOB Kay Hian's Koh keeps 'buy' on Prime US REIT for low valuation; RHB raises Suntec REIT target to $1.48; CGSI ups Yangzijiang Financial to $1.25.

Singapore Market Roundup

Singapore Market Roundup (02-Sep-2025): Morningstar cuts Singapore banks' uncertainty ratings to

Morningstar downgrades Singapore banks' uncertainty ratings to 'low.' Aletheia Capital finds Sing Investments, Advanced Holdings, and Koyo Int’l...

Singapore Market Roundup

Grab: Strong Momentum + Management Is Buying

Grab achieved record revenue and turned to profit while valuation remains at a discount to its peers. CEO bought USD 30 million in open market,...

Henry Soediarko

1H 2025 Dividend Investing Update: Navigating the Yield Squeeze

Singapore's equity market is positioned to continue its resilient performance, with benchmark indices trending positively and dividend yields...

Syfe

Singapore Market Roundup (06-Feb-2025): Singtel poised for strong ebit growth in FY2025 - CGSI

Singtel may raise FY2025 ebit growth guidance, OCBC and UOB shares expected to rise, SGX reports record revenue and profit in first half of year.

Singapore Market Roundup

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)