Singapore Daily Briefs | Page 17 of 116

Apr 17

Daily Brief Singapore: SGX Rubber Future TSR20, Singtel and more

By Smartkarma Daily Briefs | Daily Briefs, Singapore

In today’s briefing:

Private Firms Step In As Indonesia Grapples With EUDR Compliance
Institutional Investors Net Buy Telcos as STI Recovers 4.5% Over Five Sessions

Private Firms Step In As Indonesia Grapples With EUDR Compliance

By Vinod Nedumudy

Only 10,000 ha of 3.2 million ha smallholder plantations get STDB
KoltiSkills trains around 6,000 smallholders in Indonesia
Olam Agri rolls out SNR in Lampang to empower smallholders

Institutional Investors Net Buy Telcos as STI Recovers 4.5% Over Five Sessions

By Geoff Howie

Singtel traded at S$3.65 on 16 April, marking its highest level since January 2017, with a 15.9% total return in 2025 year-to-date.
Institutions net sold S$145.5 million from STI Banks but net bought S$133 million in the rest of the market, with telecommunications seeing the highest inflow.
Singtel’s ST28 plan aims to enhance customer experiences and shareholder value, identifying S$6 billion in monetisable assets.

💡 Before it’s here, it’s on Smartkarma

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

✓ Unlimited Research Summaries
✓ Personalised Alerts
✓ Custom Watchlists
✓ Company Data and News
✓ Events & Webinars

Apr 16

Daily Brief Singapore: CSE Global Ltd and more

By Smartkarma Daily Briefs | Daily Briefs, Singapore

In today’s briefing:

10 in 10 with CSE Global – Leveraging Urbanisation, Electrification, and AI Megatrends for Growth

10 in 10 with CSE Global – Leveraging Urbanisation, Electrification, and AI Megatrends for Growth

By Geoff Howie

CSE Global’s FY24 revenue rose 18.8% y-o-y to S$861 million, with significant growth in Electrification and Automation.
The Group’s operating profit and EBITDA grew by 41.3% and 29.1% y-o-y, supported by improved operating leverage.
CSE Global completed a share placement raising S$24 million, partially used for acquiring RFC Wireless, Inc.

💡 Before it’s here, it’s on Smartkarma

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

✓ Unlimited Research Summaries
✓ Personalised Alerts
✓ Custom Watchlists
✓ Company Data and News
✓ Events & Webinars

Apr 15

Daily Brief Singapore: SGX Rubber Future TSR20, Kyberlife, Mapletree Industrial Trust, Wilmar International, Flagright and more

By Smartkarma Daily Briefs | Daily Briefs, Singapore

In today’s briefing:

VRG Leads Rubber Growth Across Laos Plantation Heartlands
Kyberlife lands US$3M to scale regional healthcare marketplace | e27
REIT Watch – S-REITs’ yields remain compelling for defensive investors amid market volatility
Surge in Director Acquisitions and Share Buybacks
Flagright clinches US$4.3M to bolster AI-native anti-money laundering solutions | e27

VRG Leads Rubber Growth Across Laos Plantation Heartlands

By Vinod Nedumudy

VRG’s Lao division scripts US$14.85 million in profit in 2024
VRG’s rubber output in Laos touches 34,592 tons in 2024
Prime Minister asks VRG to start tire units in Laos

Kyberlife lands US$3M to scale regional healthcare marketplace | e27

By e27

The Kyberlife team Kyberlife, a Singapore-based B2B healthcare e-commerce platform, has announced closing a US$3 million investment round.
The funding was spearheaded by local VC firm 5I Ventures, with participation from East Ventures, A2D Ventures, and NUS Alumni Ventures.
The newly secured funding will fuel Kyberlife’s next phase of regional growth, focusing on several key initiatives: Expansion into Indonesia: Kyberlife aims to onboard Indonesian vendors onto its platform, offering them cross-border business growth opportunities.

REIT Watch – S-REITs’ yields remain compelling for defensive investors amid market volatility

By Geoff Howie

Retail investors net bought S$92.5 million in S-REITs from April 7 to 10, indicating yield hunting behavior.
Institutional investors recorded net outflows of S$42.7 million in S-REITs, with MLT and CICT experiencing significant outflows.
NikkoAM-StraitsTrading Asia ex Japan REIT ETF and Lion-Phillip S-REIT ETF saw S$25 million combined net inflows.

Surge in Director Acquisitions and Share Buybacks

By Geoff Howie

Institutions were net sellers of Singapore stocks with a S$445 million outflow, totaling S$1.99 billion in 2025.
32 companies conducted share buybacks worth S$205 million, led by DBS Group Holdings with 3 million shares.
Directors and substantial shareholders filed 28 acquisitions and one disposal, with significant transactions in Wilmar International and Frencken Group.

Flagright clinches US$4.3M to bolster AI-native anti-money laundering solutions | e27

By e27

Singapore-based Flagright, an AI-native anti-money laundering (AML) compliance and risk management platform, has announced a US$4.3 million seed funding round.
The investment was led by Frontline Ventures, with significant participation from existing investors including Y Combinator, Pioneer Fund, and Moonfire Ventures.
Rubin Ritter (ex-co-CEO of Zalando), André Silva (ex-Global Head of Expansion at Revolut), Phillip Chambers (CEO of Orbex), Ahmed Badr (COO of GoCardless), Teng Sherng Lim (ex-CCO of Advance.

💡 Before it’s here, it’s on Smartkarma

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

✓ Unlimited Research Summaries
✓ Personalised Alerts
✓ Custom Watchlists
✓ Company Data and News
✓ Events & Webinars

Apr 12

Daily Brief Singapore: Sembcorp Industries, Singtel and more

By Smartkarma Daily Briefs | Daily Briefs, Singapore

In today’s briefing:

Still Favor Defensives Until Market Dynamics Improve; EURO STOXX 50 Testing Crucial 5000 Level
Net Retail Buying Surpasses S$1.24B Amid Recent Volatility

Still Favor Defensives Until Market Dynamics Improve; EURO STOXX 50 Testing Crucial 5000 Level

By Joe Jasper

Since late-February (2/25/25 Compass and 2/27/25 Int’l Compass) we expected an 8-10% pullback to provide a buying opportunity.
But that all changed last week (4/1/25 Compass and 4/3/25 Int’l Compass), when we downgraded our outlook to bearish/cautious, citing several concerning developments.
Despite the 90-day pause, we remain cautious and we continue to favor defensives as long as the S&P 500 and ACWI-US are below their 200-day MAs.

Net Retail Buying Surpasses S$1.24B Amid Recent Volatility

By Geoff Howie

Retail investors net bought S$1.24 billion of Singapore stocks, while institutions net sold S$333 million over eight sessions.
STI Banks led net retail inflow with a 12.3% average decline; Telecommunications led net retail outflow, driven by Singtel.
Buybacks by primary-listed companies totaled S$265 million; 20 stocks with highest net retail inflow saw 12.0% average decline.

💡 Before it’s here, it’s on Smartkarma

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

✓ Unlimited Research Summaries
✓ Personalised Alerts
✓ Custom Watchlists
✓ Company Data and News
✓ Events & Webinars

Apr 11

Daily Brief Singapore: SGX Rubber Future TSR20 and more

By Smartkarma Daily Briefs | Daily Briefs, Singapore

In today’s briefing:

Tariff Part II: Canada-Mexico Web Ensnares US; USTMA Projects Higher Volume

Tariff Part II: Canada-Mexico Web Ensnares US; USTMA Projects Higher Volume

By Vinod Nedumudy

Components crossing US–Mexico–Canada corridor face disruption
Reshoring production to US would involve multi-year lead times
USTMA expects U.S. tire shipments of 340.4 million units in 2025

💡 Before it’s here, it’s on Smartkarma

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

✓ Unlimited Research Summaries
✓ Personalised Alerts
✓ Custom Watchlists
✓ Company Data and News
✓ Events & Webinars

Apr 10

Daily Brief Singapore: SGX Rubber Future TSR20, ISDN Holdings and more

By Smartkarma Daily Briefs | Daily Briefs, Singapore

In today’s briefing:

EUDR May Be Subject To Revision
kopi-C with ISDN Holdings: Seizing the Moment in Automation: ISDN’s Vision for Future-Proofing and Sustainable Growth

EUDR May Be Subject To Revision

By Farah Miller

Importers labeling rubber used as synthetic or compounded to avoid due diligence
Automated checks may miss incorrect documentation
Ongoing review for the list of products which need documentation before entering EU

kopi-C with ISDN Holdings: Seizing the Moment in Automation: ISDN’s Vision for Future-Proofing and Sustainable Growth

By Geoff Howie

ISDN Holdings is expanding its industrial automation capabilities and exploring opportunities in China, Taiwan, and Malaysia.
The company is building a renewable energy vertical with hydropower plants in Indonesia, aiming for sustainable income.
ISDN has over 10,000 customers and 74 offices in Asia, serving sectors like semiconductors and Industry 4.0.

💡 Before it’s here, it’s on Smartkarma

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

✓ Unlimited Research Summaries
✓ Personalised Alerts
✓ Custom Watchlists
✓ Company Data and News
✓ Events & Webinars

Apr 08

Daily Brief Singapore: SGX Rubber Future TSR20, Mapletree Pan Asia Commercial Trust, Precious Shipping and more

By Smartkarma Daily Briefs | Daily Briefs, Singapore

In today’s briefing:

Tariff Doesn’t List Tire But Throws US Auto Industry Into A Tizzy
REIT Watch – S-REITs record net institutional inflows in March as sector snaps 5-month losing streak
PSL Becomes Uni-Asia Substantial Shareholder; Oceanus Group’s Peter Koh Adds to Stake

Tariff Doesn’t List Tire But Throws US Auto Industry Into A Tizzy

By Vinod Nedumudy

White House said on March 26 that the 25% tariff would be applied to imported passenger vehicles
Annexe II, which refers to tariff exclusions, mentions rubber
Stellantis halts its Canada, Mexico production

REIT Watch – S-REITs record net institutional inflows in March as sector snaps 5-month losing streak

By Geoff Howie

Institutional investors rotated into S-REITs with S$26 million net inflows on April 3 amid market volatility.
S-REITs ended Q1 2025 with 2.8% total returns, driven by a 5.0% price gain in March.
Franklin Resources acquired 5.06% interest in Digital Core REIT, buying 969,800 units at US$0.577 each.

PSL Becomes Uni-Asia Substantial Shareholder; Oceanus Group’s Peter Koh Adds to Stake

By Geoff Howie

Institutions were net buyers of Singapore stocks with S$76 million inflow, reversing prior S$170 million outflow.
19 companies conducted buybacks totaling S$65 million; DBS Group Holdings led with 730,000 shares at S$45.89 each.
Precious Shipping became a substantial shareholder in Uni-Asia Group, raising its stake above 5% through Unity Ventures.

💡 Before it’s here, it’s on Smartkarma

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

✓ Unlimited Research Summaries
✓ Personalised Alerts
✓ Custom Watchlists
✓ Company Data and News
✓ Events & Webinars

Apr 06

Daily Brief Singapore: Singtel and more

By Smartkarma Daily Briefs | Daily Briefs, Singapore

In today’s briefing:

Odds of a Prolonged Downturn Are Rising; We Are Cautious; Get Defensive

Odds of a Prolonged Downturn Are Rising; We Are Cautious; Get Defensive

By Joe Jasper

We have been expecting near-term downside on ACWI-US and the S&P 500 since our February 27 Int’l Compass, when both ACWI-US and the S&P 500 displayed false breakouts.
Market dynamics have continued to deteriorate to the point where we don’t see it as a buying opportunity, and we believe $115 support is not likely to hold on ACWI-US.
Therefore, we are cautious and would get defensive, as we believe the odds of a more prolonged downturn in global equities are rising.

💡 Before it’s here, it’s on Smartkarma

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

✓ Unlimited Research Summaries
✓ Personalised Alerts
✓ Custom Watchlists
✓ Company Data and News
✓ Events & Webinars

Apr 05

Daily Brief Singapore: SGX Rubber Future TSR20 and more

By Smartkarma Daily Briefs | Daily Briefs, Singapore

In today’s briefing:

Cambodia Reaps Impressive Rubber Export Returns In 2025 Start

Cambodia Reaps Impressive Rubber Export Returns In 2025 Start

By Vinod Nedumudy

Jan-Feb 2025 returns from rubber exports up 24% year-on-year
Cambodia focusing on high-yielding CRRI 12 and CRRI 19 clones
ANRPC economist says strengthening processing sector key

💡 Before it’s here, it’s on Smartkarma

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

✓ Unlimited Research Summaries
✓ Personalised Alerts
✓ Custom Watchlists
✓ Company Data and News
✓ Events & Webinars

Apr 04

Daily Brief Singapore: CNMC Goldmine Holdings and more

By Smartkarma Daily Briefs | Daily Briefs, Singapore

In today’s briefing:

CNMC Goldmine Holdings Ltd. (CNCM SP): Cash Rich Gold Play In Singapore

CNMC Goldmine Holdings Ltd. (CNCM SP): Cash Rich Gold Play In Singapore

By Sameer Taneja

CNMC Goldmine Holdings (CNMC SP) is a cash-rich (net cash: 20 million SGD) gold play listed on the SGX with assets in Malaysia. Its market cap is 155 million SGD.
The company is a high-cost gold play, with cash costs of 1200 USD/oz excluding royalties. It is in the process of ramping production from 26,000 oz to 34,000 oz/annum.
Based on a 3000 USD/oz gold price, the stock trades at 5.7x PE, 4.0x EV-EBITDA with a 2.9% dividend yield (based on a 30% payout ratio).

💡 Before it’s here, it’s on Smartkarma

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

✓ Unlimited Research Summaries
✓ Personalised Alerts
✓ Custom Watchlists
✓ Company Data and News
✓ Events & Webinars

Singapore

Recent Posts

SOLUTIONS

ABOUT

LEGAL

Contact

DOWNLOAD