Markets Are Turning Up — These Stocks Could Ride the Upswing

The Smart Investor02-09 14:00

Markets move in cycles, and sentiment can shift faster than fundamentals.After a period of caution, signs are emerging that risk appetite is returning.When markets turn up, leadership matters, as not ...

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href=https://thesmartinvestor.com.sg/markets-are-turning-up-these-stocks-could-ride-the-upswing/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets move in cycles, and sentiment can shift faster than fundamentals.After a period of caution, signs are emerging that risk appetite is returning.When markets turn up, leadership matters, as not ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/markets-are-turning-up-these-stocks-could-ride-the-upswing/\">Source 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cycles, and sentiment can shift faster than fundamentals.After a period of caution, signs are emerging that risk appetite is returning.When markets turn up, leadership matters, as not every stock rises equally.We look at the types of stocks that could ride this upswing, and highlight what makes them stand out.\n\nSingapore Exchange Limited (SGX: S66, SGX)  — High-Quality Market Leader\nSGX has garnered a reputation of being a long-term dividend income player, serving as Singapore’s sole approved and regulated stock exchange.This dominant market position allows SGX to generate robust cash flows with minimal capital expenditure.It posted its strongest half-year revenue and net profit yet, with its first half of fiscal year 2026 (1HFY2026) net revenue (excluding treasury income) rising 10.1% year on year (YoY) to S$636.6 million from S$578.0 million a year ago.Adjusted net profit rose 11.6% YoY to S$357.1 million from S$320.1 million the year before.\n\nThe board declared an interim quarterly dividend of S$0.110 per share.This brings dividends in 1HFY2026 to S$0.2175, up 20.8% YoY, translating into an adjusted payout ratio of about 65%.\n\nThis dividend payout is underpinned by SGX’s strong cash generation, with free cash flow of S$773.6 million in FY2025.Following the recent rally, SGX is trading at a trailing price-to-earnings (P/E) ratio of about 29.0 times.Investing in a quality stock like SGX would position you well for when the stock market stages a recovery.\n\nSATS Ltd (SGX: S58, SATS) – Cyclical Recovery Play\nLike many cyclical companies, SATS rebounds as economic activity improves.\n\nSince the recovery of global air travel following the pandemic, its business has also benefited in the area of cargo volumes, and improving operating leverage.\n\nSATS’ recovery is evident in its revenue: 1HFY2026’s was 9.1% higher than in 1HFY2025, at S$3.08 billion.\n\nThe group’s 1HFY2026 net profit came in at S$149.8 million, up 11.2% from S$134.7 million a year ago.\n\nSATS’ interim dividend of S$0.02 marks a 33% increase from S$0.015 per share a year ago.\n\nHowever, higher inflation and a potential economic slowdown could constrain its upside. \n\nDespite this, the stock remains a pick worth considering for investors who want to get a slice of the exposure to the uptick in air travel and aviation services.\n\nFrasers Centrepoint Trust (SGX: J69U, FCT) –  Rate-Sensitive Beneficiary\nFCT is a quality REIT that offers defensive and predictable income from essential services.\n\nThis is mainly due to its bread and butter: suburban retail malls that serve daily consumer essentials.\n\nAs at 31 December 2025, 97.3% of the trust’s portfolio comprises retail malls, with offices making up the rest.\n\nFCT also stands to benefit from refinancing at lower rates, with S$421.3 million in debt due in FY2026.\n\nThe trust has an average debt maturity of 3.16 years, with an average cost of borrowing of 3.5%.\n\nFCT has continued paying dividends since 2006, while increasing its distribution per unit (DPU) by 0.6% YoY to S$0.12113 for its fiscal year ended 30 September 2025 (FY2025).\n\nAs interest rates fall, FCT looks to be a REIT that could benefit from easing financial pressures, backed by its structurally leveraged balance sheet and exposure to lower borrowing costs.\n\niFAST Corporation (SGX: AIY) – Structural Growth With Momentum\niFAST Corporation is one of the fastest rising stars in Singapore’s fintech sector.\n\nThe stock’s meteoric growth was boosted by surging assets under administration (AUA) and recurring fee income.\n\niFAST has also banked on strategic growth initiatives such as the Hong Kong eMPF rollout and expanding into digital banking.\n\n\nBesides its recent 52-week share price peak of S$11.06 on 28 January 2026, its latest set of results reflected robust growth.\n\n3Q2025 gross revenue reached S$135.82 million, up 37% YoY.\n\niFAST also posted a net profit of S$26.01  million, an increase of 54.7% from a year ago. \n\nThe company announced a third interim dividend of S$0.023 per share for 3Q2025, a 53% increase from a year ago.\n\nGuidance points to a potential payout of S$0.082 for FY2025, which equates to a 39% YoY increase, pointing towards greater confidence in iFAST’s cash flow stability.\n\niFAST stands out as a fast grower with momentum. \n\nFor investors willing to accept short-term swings, the stock offers a way to gain from the sector’s ongoing expansion.\n\nHow to Tell If a Market Upswing Is Sustainable\nA clear sign of a sustainable market upswing is broad participation, where gains extend beyond a small group of market leaders.\n\nLook for earnings that truly support those climbing prices. \n\nWhen fundamentals align, the gains feel more genuine.\n\nWatch for consistent improvements, whether in the larger economy or in individual company results.\n\nStaying cool-headed about valuations while avoiding diving headfirst into the latest stock could avert disasters. \n\nKeeping portfolios balanced and diversified is often the best way to manage market swings.\n\nHowever, also be prepared to stay nimble and reassess holdings when tides change.\n\nGet Smart: Let the Market Work for You\nMarket upswings give plenty of room for opportunity, but they also put discipline to the test.Investors who keep an eye on quality, fundamentals, and valuation tend to navigate rallies more effectively than those chasing momentum.Preparation matters more than prediction — understanding which businesses can sustain gains is key.When markets turn up, the goal isn’t to catch every move, but to stay invested in the right companies as the cycle unfolds.\n\nSome companies cut dividends in a downturn. These 5 didn’t.\n\nFind out which Singapore blue chips have weathered past chaos…and why they could be your portfolio’s anchors in the next wave of downturn. Download the report free.\n\nFollow us on Facebook, Instagram and Telegram for the latest investing news and analyses!\n\nDisclosure: Joseph G. does not own any of the shares mentioned.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2610768659","isCrawlerRequest":true}