Hold or Sell? 3 Blue-Chip Stocks that Lagged the STI by 20% or More for 1H 2026

The Smart Investor07-06 14:00

The SPDR STI ETF (SGX: ES3), which mimics Singapore’s Straits Times Index (SGX: ^STI), turned in a 13.1% return for the first half of 2026. Most of the index’s 30 constituents shared in that climb. ...

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3 Blue-Chip Stocks that Lagged the STI by 20% or More for 1H 2026</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHold or Sell? 3 Blue-Chip Stocks that Lagged the STI by 20% or More for 1H 2026\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-06 14:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/hold-or-sell-3-blue-chip-stocks-that-lagged-the-sti-by-20-or-more-for-1h-2026/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The SPDR STI ETF (SGX: ES3), which mimics Singapore’s Straits Times Index (SGX: ^STI), turned in a 13.1% return for the first half of 2026. \n\nMost of the index’s 30 constituents shared in that climb. ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/hold-or-sell-3-blue-chip-stocks-that-lagged-the-sti-by-20-or-more-for-1h-2026/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999016042.SGD","symbol_name":"Schroder Singapore Trust A Acc SGD","start_time":0,"source_url":"https://thesmartinvestor.com.sg/hold-or-sell-3-blue-chip-stocks-that-lagged-the-sti-by-20-or-more-for-1h-2026/","article_id":"2649645622","we_media_id":null,"thumbnails":["https://thesmartinvestor.com.sg/wp-content/uploads/2025/09/Vivo-city-Mapletree-300x200.png"],"rights":{"source":"thesmartinvestor_highlight","url":"https://thesmartinvestor.com.sg/hold-or-sell-3-blue-chip-stocks-that-lagged-the-sti-by-20-or-more-for-1h-2026/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2649645622","pubTimestamp":1783317600,"columns":[],"sourceInfo":{"source_id":"thesmartinvestor_highlight","name":"The Smart Investor"},"weMediaInfo":null,"summary":"The STI returned 13.1% in the first half of 2026. These three stocks went the other way — and the reasons behind each decline are not the same.","collect":0,"end_time":0,"defaultTopTitle":"thesmartinvestor.com.sg","property":[],"viewcount":null,"language":"en","relate_stocks":{"SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","A17U.SI":"凯德腾飞房产信托","BK6066":"赌场与赌博","G13.SI":"云顶新加坡","BK6512":"房地产股","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","BK6072":"多样化房地产投资信托v","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","BK6133":"工业房地产信托","BK6082":"工业房地产投资信托","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","SGXZ27511609.SGD":"NIKKO AM SINGAPORE DIVIDEND EQUITY \"SGD\" (SGD) ACC","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","BK6137":"零售房地产信托","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","N2IU.SI":"丰树商业信托","BK6523":"ESG概念","BK6505":"周期性消费品与消费者服务","SGXZ51708014.SGD":"AMOVA SINGAPORE EQUITY \"A\" (SGD) ACC","BK6011":"零售业房地产投资信托","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD"},"translate_title":"持有还是卖出？2026年上半年落后海指20%或以上的3只蓝筹股","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"N2IU.SI":1.91,"G13.SI":1.92,"A17U.SI":1.89},"content_text":"The SPDR STI ETF (SGX: ES3), which mimics Singapore’s Straits Times Index (SGX: ^STI), turned in a 13.1% return for the first half of 2026. \n\nMost of the index’s 30 constituents shared in that climb. \n\nA handful did not.\n\nThree names went the other way.\n\nGenting Singapore (SGX: G13) delivered negative 13.4% in total returns over the half. \n\nMapletree Pan Asia Commercial Trust (SGX: N2IU), or MPACT, returned negative 9.7%. \n\nCapitaLand Ascendas REIT (SGX: A17U), or CLAR, came in at negative 8.1%.\n\nA falling share price is not always a broken business. \n\nSometimes the market is right, and sometimes it is pricing a worry that the operating numbers only partly justify. \n\nHere is what sat behind each decline.\n\nIs Genting’s earnings drop the whole story?\nGenting Singapore owns and operates Resorts World Sentosa, home to Universal Studios Singapore, the Singapore Oceanarium, hotels, dining, and one of Singapore’s two licensed casinos. \n\nGaming and non-gaming operations drive its revenue.\n\nThe group reported revenue of S$607.6 million for the first quarter of 2026 (1Q2026), down 3% year on year (YoY) from S$626.2 million. \n\nGaming revenue did the damage, falling 8% to S$403.4 million, while non-gaming revenue rose 8% YoY to S$204.1 million, helped by higher visitation to Universal Studios Singapore and the Singapore Oceanarium.\n\nThe bottom line looked worse. \n\nNet profit fell 55% YoY to S$65.2 million, and adjusted EBITDA fell 24% to S$179 million.\n\nManagement pointed to improving gaming momentum towards the end of the quarter. \n\nIt also flagged headwinds from the conflict in the Middle East and broader geopolitical developments, which have lifted cost pressures across supply chains and weighed on travel demand through higher airfares. \n\nA profit halving, a soft top line, and named external risks give investors concrete reasons to stay cautious.\n\nDid MPACT’s headline numbers tell the truth?\nMPACT holds 15 commercial properties across Singapore, Hong Kong, Mainland China, Japan, and South Korea, with assets under management (AUM) of S$15.2 billion.\n\nFor the full year FY2025/2026, ending 31 March 2026, gross revenue and net property income (NPI) fell 4.6% and 4.3% YoY to S$867.3 million and S$654.4 million respectively. \n\nFull-year distribution per unit (DPU) came in at S$0.0797, down 0.6% YoY. \n\nThat headline dip hides something. \n\nStrip out a one-off tax charge of S$8.3 million tied to the Festival Walk Tower divestment, and full-year DPU would have risen 1.1% YoY.\n\nThe underlying business held up better than the top line suggests. \n\nSingapore NPI rose 4.1% YoY on a comparable basis. \n\nVivoCity posted a 14.1% rental uplift, with full-year shopper traffic and tenant sales up 3.6% and 3.7%. \n\n\nMeanwhile, finance expenses fell 15.3% YoY. \n\nMPACT completed three divestments over the year and used the proceeds to bring aggregate leverage down to 36.5%. \n\nA market reading the reported DPU decline at face value may be missing the operational picture underneath.\n\nWhy did CLAR fall when its numbers held firm?\nCLAR is Singapore’s oldest industrial REIT, with 229 properties across Singapore, the US, Australia, and the UK/Europe, and AUM of S$18.6 billion as at 31 March 2026.\n\nCLAR reports revenue, NPI, and DPU half-yearly, so none appeared this quarter. \n\nWhat it did report looked healthy. \n\nPortfolio rental reversion came in at +10.6% for leases renewed during the quarter, with Singapore at +10.5% and the US leading at +15.1%. \n\nThe REIT completed around S$525 million of acquisitions in the quarter and announced a further S$1.1 billion of DPU-accretive deals, including its debut investment in Japan.\n\nThe cash picture is more complicated. \n\nAggregate leverage rose to 42.0% as at 31 March 2026. \n\nIt is expected to ease to around 37.3% after the S$903.5 million equity fund raising completed in April 2026. \n\nThat raising dilutes existing unitholders in the near term, before the acquisitions it funds contribute. \n\nInvestors may be pricing that dilution now and waiting for the accretion later.\n\nGet Smart: The market’s verdict is not always the final word\nThree stocks, three different reasons for lagging the index. \n\nGenting faces a real earnings decline and named external risks. \n\nMPACT’s headline DPU masks an underlying rise once a one-off charge is removed, while CLAR’s operating numbers held firm while dilution and leverage weighed on sentiment.\n\nFree cash flow is the lifeblood of dividends, and none of these three disclosed it this period. \n\nThat leaves the full dividend picture for the half-year and full-year results to come. \n\nUntil then, a lagging price tells you what the market fears, not what the business is worth.\n\nYou bought these companies for a reason. \n\nCheck whether that reason still holds. \n\nIf it does, a soft six months is not the same as a broken thesis.\n\nMany Singapore stocks fall behind inflation, which means your money quietly loses strength over time. Dividend stocks have a very different track record. Some continued delivering 6% to 13% every year across the toughest market conditions.\n\nIn this FREE report, discover 5 crisis-tested dividend stocks that kept rewarding investors while the market struggled. Download your dividend investing guide now.\n\nFollow us on Facebook, Instagram and Telegram for the latest investing news and analyses!\n\nDisclosure: The Smart Investor owns units of MPACT and CLAR.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.45.2","shortVersion":"4.45.2","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/2649645622","isCrawlerRequest":true}