$REALLOYS INC(ALOY)$ $18 Target Price -- About Realloys Inc (ALOY)-- RealLoys Inc is at the centre of a major US policy push to build a domestic rare-earth supply chain, which has driven significant bullish momentum and impact on it's defence and eletronic sector. -- Growth Catalysts for ALOY-- 1). Trump Key Minerals & Rare Earth Company in 2026-08-07 President Trump hosted 200+ mining executives and announced ~US$3 billion in federal funding for critical minerals. ALOY surged ~15% on the day, alongside the broader US rare-earth sector. Trump Public Endorsement of ALOY 2026-08-08. In a live interview, Trump explicitly named ALOY as a core upstream supplier for the US permanent-magnet supply chain, stating it would r
$Sheng Siong(OV8.SI)$ $3.8 Target Price. Most investors spend too much time thinking about when to buy and when to sell. But what if selling was not an option? Suppose the Singapore market closed tomorrow and stayed shut for the next 10 years. Which businesses would you still be happy to own? Warren Buffett once said investors should buy businesses they are happy to own for years, not days. The one Singapore that pass the test is as follows: Sheng Siong (SGX: OV8) – The Defensive Consumer Business Why I'd Hold It for 10 Years There are retailers who do not have to reinvent themselves to continue growing. In hard times, people are more careful about their expenses, and that is what distinguishes Sheng Siong f
5 Stocks I’d Hold Even if the Market Closed for a Decade
$IX Biopharma(42C.SI)$ $0.8 Target Price --About IX Biopharma (42C.SI)-- iX Biopharma Ltd (SGX: 42C) is a specialty pharmaceutical and nutraceutical company focused on developing, manufacturing, and commercializing products using its proprietary sublingual drug delivery technologies. Its core growth catalysts center on commercial technology expansion, U.S. market entry, and joint venture/licensing opportunities. --Growth Catalysts for iX Biopharma-- 1). Commercialization & Out-Licensing of WaferiX®: Monetization of its patented sublingual wafer platform (WaferiX®, WaferlogiX) via out-licensing deals, tech transfers, and manufacturing agreements for repurposed pharmaceutical molecules (such as Wafermine for pain management and Wafesil f
$Hong Leong Asia(H22.SI)$ $3.8 Target Price --Growth Catalysts for Hong Leong Asia (H22.SI)-- Hong Leong Asia's key growth catalysts centre on three pillars: (1) a proposed spin-off and Hong Kong listing of a subsidiary, which could unlock significant embedded value, (2) strong operating momentum and Q1-2026 earnings from its core engine business via China Yuchai International (CYD), and (3) a healthy balance sheet supporting both organic expansion and shareholder returns. The stock trades at a modest P/S of 0.47x, suggesting the market may not be fully pricing in these catalysts. (1). Proposed Spin-Off & HK Listing of Subsidiary On 28 January 2026, Hong Leong Asia announced plans to spin off an indirect subsidiary and list it on the H
$QAF(Q01.SI)$ $1.2 Target Price --Overview of QAF -- QAF Limited (SGX: Q01), a regional multi-brand food player known for flagship brands like Gardenia and Cowhead, drives its operational growth through core distribution network expansion, brand power, supply chain scale, and disciplined capital allocation. --Growth Catalysts for QAF-- 1). Dominant Market Leadership & Pricing Power (Bakery Division): As a market leader in packaged bread across Singapore, Malaysia, and the Philippines under the Gardenia banner, QAF maintains structural pricing power. Strong brand equity allows the group to pass on elevated raw material (wheat, flour) and energy costs to retail prices without severe volume destruction. 2). Expansion of D
$Sheng Siong(OV8.SI)$ $3.60 Target Price. --Overview of Sheng Siong (OV8)-- Sheng Siong Group Ltd (SGX: OV8) relies on a mix of store network expansion, operational efficiency, macro-driven demand, and new sales channels to drive its core financial performance. --Growth Catalysts for ShengSiong-- 1). Aggressive Store Expansion Pipeline: The company's primary growth engine remains physical store network expansion. Adding 16 new stores in Singapore between 2025 and 1H 2026, Sheng Siong operates 90 domestic outlets alongside 6 overseas stores in Kunming, China. Future pipeline visibility is secured through upcoming openings in new housing developments like Hougang, Rivervale, and Woodlands, alongside ongoin
$JustCo(JCO.SI)$ 1 Target Price. Based on the just-released H1-2026 results, the company's growth trajectory, and broker commentary, JustCo's Q3 2026 (July–September) is on track to deliver continued revenue growth in the low-to-mid 20% range YoY , with a modest but positive pre-exceptional net profit — marking a sustained turnaround from the loss-making years of FY2023–FY2024. Key Data Points 1. H1 2026 Actuals (Just Released) Metric H1-2026 H1-2025 YoY Change Revenue USD 80.8M USD 65.1M +24% Pre-exceptional Net Profit USD 0.1M The H1-2026 results confirmed the inflection point: JustCo swung from loss to pre-exceptional profitability on 24% revenue growth, driven by higher workstation yields and stronger pricing. 2. Historical Annual Tre
$Sheng Siong(OV8.SI)$ $3.70 Target Price. About Sheng Siong (OV8) Sheng Siong Group is one of Singapore's largest supermarket chains, operating over 88 outlets primarily in residential heartland locations, alongside stores in Kunming, China and its Sheng Siong Online grocery platform. As a consumer staples play, the group offers a defensive earnings profile anchored by consistent demand for daily essentials. Fundamentals Sheng Siong reported 1Q FY2026 revenue of S$452.8M, up 12.4% YoY, with net profit rising 12.6% to S$43.4M, driven mainly by the twelve new stores opened during FY2025 alongside stronger festive spending over Lunar New Year and Hari Raya Puasa. Comparable same-store revenue in Singapore grew 3.5%,
$JustCo(JCO.SI)$ 1 Target Price. JustCo (JCO.SI) has clear and visible growth catalysts driven by aggressive physical expansion and strong industry tailwinds. The company is executing a well-defined strategy to increase its workstation capacity and is backed by strong shareholder support, positioning it to capitalize on the growing demand for flexible workspaces in Asia Pacific. --JCO Growth Catalysts-- 1. Strong Expansion Pipeline & Scale JustCo's primary growth catalyst is its visible expansion plan. Maybank Research forecasts the company's workstation capacity will grow at a 19.5% CAGR from YR2025-2028. This expansion is already underway: New Locations: The company recently launched a new co-working space ("The Boring Office"
$Silvercorp Metals Inc(SVM)$ $15 Target Price on global physical Silver demand deficit. Growth Catalysts for SVM Silvercorp Metals (SVM) has made some exciting recent discoveries. At their LMW underground mine in China's Ying Mining District, they've found high-grade silver, gold, and copper mineralization. Some notable intercepts include: - *2,705 g/t silver* over 18.02 meters in vein W18W - *34 g/t gold* and *4.45% copper* over 0.82 meters in vein LM28 - *4,738 g/t silver* over 1.80 meters in vein LM32E These discoveries have expanded known mineralized zones and identified new vein structures with high-grade mineralization. The company is also advancing the El Domo Project in Ecuador, with construction expected to be completed by Q2-2026,
$Sheng Siong(OV8.SI)$ $3.60 Target Price. About Sheng Siong (OV8) Sheng Siong Group is one of Singapore's largest supermarket chains, operating over 88 outlets primarily in residential heartland locations, alongside stores in Kunming, China and its Sheng Siong Online grocery platform. As a consumer staples play, the group offers a defensive earnings profile anchored by consistent demand for daily essentials. Fundamentals Sheng Siong reported 1Q FY2026 revenue of S$452.8M, up 12.4% YoY, with net profit rising 12.6% to S$43.4M, driven mainly by the twelve new stores opened during FY2025 alongside stronger festive spending over Lunar New Year and Hari Raya Puasa. Comparable same-store revenue in Singapore
$JustCo(JCO.SI)$ 1 Target Price JustCo (JCO.SI) has clear and visible growth catalysts driven by aggressive physical expansion and strong industry tailwinds. The company is executing a well-defined strategy to increase its workstation capacity and is backed by strong shareholder support, positioning it to capitalize on the growing demand for flexible workspaces in Asia Pacific. --JCO Growth Catalysts-- 1. Strong Expansion Pipeline & Scale JustCo's primary growth catalyst is its visible expansion plan. Maybank Research forecasts the company's workstation capacity will grow at a 19.5% CAGR from YR2025-2028. This expansion is already underway: New Locations: The company recently launched a new co-working space ("The Boring Office") in Singapore's CBD and signed a master lease for a ~150,0
$PC Partner(PCT.SI)$ 3.50 Target Price PC Partner's primary growth catalyst is a structural improvement in profitability driven by a richer product mix (higher Average Selling Prices/ASPs) and operational leverage, supported by strong underlying demand. PC Partner Group (PCT.SI) forecasts a net profit of no less than SGD 500 million for H1-2026. --Key Catalysts and Supporting Data--- 1. Product Mix Upgrade & ASP Expansion The company directly attributes its H1 2026 profit surge to "higher average selling prices of its branded products". This indicates a successful shift towards premium, higher-margin GPU models. This catalyst is already visible in the financials. In FY2025 (annual), Gross Profit grew 48.92% YoY to HKD 1.42B, significa
$Geo Energy Res(RE4.SI)$ $0.8 Target Price. Coal is making a comeback. Countries around the world are returning to the highly reliable source of power after the Iran war effectively shut the Strait of Hormuz and cut off around 20% of global liquefied natural gas supplies. -- MBJ project on Geo Energy growth-- The MBJ project is expected to have a significant positive impact on Geo Energy Resources' (RE4.SI) earnings by structurally lowering its logistics cost and directly improving profit margins on every tonne of coal sold. 1. Direct Cost Reduction & Margin Expansion Mechanism: The MBJ project involves a 92 km haul road and a barge loading facility. By owning this integrated logistics chain, Geo En
$PanUnited(P52.SI)$ 2 Target Price. PanUnited (P52.SI) is a fundamentally sound Singapore-based company with robust revenue growth, expanding margins, and strong returns on equity. 1. Strong Financial Data (FY2025, Annual Report): Revenue Growth: Total revenues grew 10.6% YoY to SGD 899.0M, driven by a 10.6% increase in core revenues. Profitability & Margins: Gross profit rose 21.4% to SGD 214.1M, with gross margin expanding from 19.8% to 23.8%. Net income attributable to shareholders increased 24.1% to SGD 50.7M, resulting in a net profit margin of 5.6%. Capital Efficiency: Return on Equity (ROE) was a strong 18.1%, and Return on Assets (ROA) was 8.8% PanUnited's (P52.SI) growth catalysts are centered on its resilient pricing p
$PC Partner(PCT.SI)$ 3 Target Price. PC Partner's primary growth catalyst is a structural improvement in profitability driven by a richer product mix (higher Average Selling Prices/ASPs) and operational leverage, supported by strong underlying demand. PC Partner Group (PCT.SI) forecasts a net profit of no less than SGD 500 million for H1-2026. --Key Catalysts and Supporting Data--- 1. Product Mix Upgrade & ASP Expansion The company directly attributes its H1 2026 profit surge to "higher average selling prices of its branded products". This indicates a successful shift towards premium, higher-margin GPU models. This catalyst is already visible in the financials. In FY2025 (annual), Gross Profit grew 48.92% YoY to HKD 1.42B, sign
$Geo Energy Res(RE4.SI)$ $0.8 Target Price. Geo Energy Resources is currently activating tangible growth catalysts through the commissioning of its integrated infrastructure in South Sumatra and navigating regulatory changes in Indonesia without material disruption. These factors support the company's transition from a pure-play coal miner to a more diversified energy logistics operator. --Key Growth Catalysts & Supporting Data-- 1. MBJ Integrated Infrastructure is Now Operational. The most immediate catalyst is the commissioning of the Marga Bara Jaya (MBJ) Integrated Infrastructure in South Sumatra, which became operational on July 16, 2026. What it is: This infrastructure likely includes a haul
$PanUnited(P52.SI)$ 2 Target Price PanUnited (P52.SI) is a fundamentally sound Singapore-based company with robust revenue growth, expanding margins, and strong returns on equity. 1. Strong Financial Data (FY2025, Annual Report): Revenue Growth: Total revenues grew 10.6% YoY to SGD 899.0M, driven by a 10.6% increase in core revenues. Profitability & Margins: Gross profit rose 21.4% to SGD 214.1M, with gross margin expanding from 19.8% to 23.8%. Net income attributable to shareholders increased 24.1% to SGD 50.7M, resulting in a net profit margin of 5.6%. Capital Efficiency: Return on Equity (ROE) was a strong 18.1%, and Return on Assets (ROA) was 8.8% PanUnited's (P52.SI) growth catalysts are centered on its resilient pricing power in its core building materials business and the strate
$PanUnited(P52.SI)$ 2 Target Price. Overview: Pan-United is a Singapore based company focused on concrete, cement and logistics, supplying ready mix concrete, aggregates, cement and related building materials, while also providing sustainable technology solutions and software services for infrastructure and industrial customers across sectors such as transport, marine, ports and real estate. Operations: Pan-United generates most of its revenue from Concrete and Cement at about S$889.8m, with Trading and Others contributing roughly S$13.6m and eliminations of S$4.9m, and sells mainly into Singapore at about S$801.3m with S$97.2m from other markets. Market Cap: S$1.1b Investors looking at Pan-United in the context of safe shipping r