In today’s briefing:
- Delfi: 3rd Quarter Update Shows Positive Momentum
- LONG UOL – The Rerating Imperative in Singapore Real Estate
- Lincotrade & Associates Holdings – Strong FY25 Performance with Margin Expansion
- India Tightens Trade Defences Across Rubber Spectrum
Delfi: 3rd Quarter Update Shows Positive Momentum
- Delfi announced 3rd qtr. update: Revenue increasing 4.9%. This is in contrast to1st Half when revenues were flat.
- Revenue growth in Indonesia was driven by both pricing and volume gain in key brands in Indonesia & by regional markets
- Indonesia sales would be higher at 6.9% on constant currency basis.
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LONG UOL – The Rerating Imperative in Singapore Real Estate
- Macro Relief: The sharp decline in Singapore’s 3M SORA lowers financing costs and supports asset valuation through expected cap rate compression across the group’s diverse property portfolio.
- Execution Premium: UOL has demonstrated best-in-class performance in the recovering residential segment, highlighted by rapid sales take-up in high-margin, prime-location projects, providing robust earnings visibility.
- Financial Fortress: UOL operates with a conservative net gearing ratio that is unparalleled among major listed peers, providing the strategic capacity required for opportunistic land banking.
Lincotrade & Associates Holdings – Strong FY25 Performance with Margin Expansion
- Lincotrade & Associates Holdings Limited is a Singapore-based interior fitting-out specialist with over 30 years of experience and an established track record in commercial, residential premises as well as showflats and sales galleries.
- The Group was listed on the SGX Catalist board in August 2022 following a reverse takeover of Fabchem China.
- Lincotrade is engaged in the provision of interior fitting-out services, additions and alterations (“A&A”) works and other building construction services.
India Tightens Trade Defences Across Rubber Spectrum
- ADD Probe into Rubber Glove Imports from Malaysia, Thailand
- Finance Ministry imposes new duty on insoluble sulphur
- DGTR Recommends Continuation of Duties on NBR Imports
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