BTS
12-26 16:53

Analysts at JPMorgan (JPM) anticipate that 2026 will serve as a significant inflection point for Singaporean stocks, driven by a rotation of massive local cash reserves back into the equity market as global interest rates decline

JPM is confident in DBS (D05) due to its robust wealth management growth, leading to expectations of continued share buybacks or special dividends in 2026

The selection by JPM focuses on a mix of defensive income, with DBS (D05) for growth, Keppel (BN4) for sustainability, CityDev (C09) for real estate, CapLand IntCom T (C38U) for REITs, ST Engineering (S63) for diversification, SEA Ltd (SE) for e-commerce, Singtel (Z74) for telecom, while UOB (U11) and YZJ Shipbldg SGD (BS6) are placed on the less-favored list due to competition and volatility, respectively。。。

The top picks for 2026 highlight companies positioned to capitalize on key growth sectors such as digital finance, green energy, and real estate

Tag :@Huat99  @Snowwhite  

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment
1