In today’s briefing:
- Proxy for the Growth of SME Digitization
- China’s Tire Sector Shifts To Next Gear In Global Consolidation
- New STI Highs Extends 2025 Total Return to 20%
Proxy for the Growth of SME Digitization
- We initiated on ITSL SP on Friday. The stock is up 2%.
- The initial feedback from clients was one of cautious optimism. There were concerns raised about concentration risk, competition and cybersecurity issues.
- We identified the mitigants and reiterate BUY.
China’s Tire Sector Shifts To Next Gear In Global Consolidation
- Sailun revives Bridgestone’s idle TBR plant, breaks ground in Egypt
- Chinese pneumatic tire exports climb 4.6% in value in H1 2025
- Jiangsu General ramps up projects in Thailand and Cambodia
New STI Highs Extends 2025 Total Return to 20%
- Yangzijiang Shipbuilding secured US$920 million in new contracts for 22 vessels, boosting its 2025 orderbook to US$1.46 billion.
- iFAST’s UK-based iGB achieved S$1.7 million profit in 1HFY25, driven by increased customer deposits and net interest revenue.
- City Developments reported S$1.7 billion revenue in 1HFY25, with significant divestment gains expected from South Beach stake sale.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
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
