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SGX_Stars

Official: Covering SGX stocks & markets.

    • SGX_StarsSGX_Stars
      ·12-23 20:27
      Thanks to @Kenny_Loh : Summary of Outlook 2026The Pivot Year: 2026 is expected to be a pivotal recovery year for S-REITs, transitioning from a survival phase to a growth phase, primarily driven by a more accommodative lower interest rate environment. DPU Inflection: We expect DPU growth to inflect upwards for the sector as lower interest expenses translate directly to distributable income. The New Mantra: Investors should focus on Quality, Balance Sheet Strength, and Sector Exposure to secular growth trends (Data Centres, Logistics, Suburban Retail). Actionable Strategy: S-REITs are poised to be an attractive income play, with a potential to deliver both stable yield and capital appreciation as market valuations converge with private a

      2025: S-REITs' Best Year Since 2019 | 2026 Market Outlook

      @Kenny_Loh：
      (1) Review of 2025 Singapore REITs Performance (The Wrap-Up) Key Takeaway: A Strong Rebound driven by rate stabilization and the start of SORA decline. Overall Performance: 2025 is shaping up to be the best year for S-REITs since 2019, with total returns (price gain + dividend) projected to be around 12-15% YTD (as of Dec 2025). This marks a significant rebound from the challenging high-rate environment of 2023/2024. Driver: The primary catalyst has been the stabilisation and decline of borrowing costs. The 3-month Compounded SORA in Singapore has trended down (e.g., from a peak near 4.5% to around $1.28% by late 2025), significantly easing the refinancing burden. Fundamental Stability: Most S-REITs demonstrated stable operating performance in 2025, with resilient occupancy rates and posit
      2025: S-REITs' Best Year Since 2019 | 2026 Market Outlook
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    • SGX_StarsSGX_Stars
      ·12-22 12:18

      REIT Watch - 10 S-REITs which garnered over S$1 billion in total retail net inflows in 2025

      With seven trading days remaining in 2025, the Straits Times Index (STI) has delivered a year-to-date price return of 20.7% as at Dec 18, while Singapore REITs (S-REITs) have gained 9.0%. Including dividends, total returns for the STI and S-REITs reached 26.7% and 14.4% respectively – placing S-REITs on track for their strongest annual performance since 2019 as previously highlighted in this column.Half of this performance was achieved in Q3, driven by improved operating fundamentals across S-REIT sub-segments and a more conducive environment due to lower interest rates. The US Federal Reserve implemented three 25 basis-point rate cuts this year, with market analysts expecting two more reductions in 2026.In comparison, S-REITs have outperformed the FTSE EPRA Nareit Asia ex Japan Index’s 13
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      REIT Watch - 10 S-REITs which garnered over S$1 billion in total retail net inflows in 2025
    • SGX_StarsSGX_Stars
      ·12-11
      Singapore $Solidion Technology Inc.(STI)$ : Liquidity + Dividends + REITsSingapore stands out with a very clean 2026 narrative: MAS rate-cut cycle + SGD 5B Equities Market Development Plan (EQDP) CGS projects ~8.5% net profit growth in 2026 Valuation re-rating expected as liquidity improves Highlighted names: $SGX(S68.SI)$ – dividend compounder plus growth from derivatives, data and ETFs. $DBS(D05.SI)$ – strong earnings, big fee income from wealth mgmt, attractive yield. $ST Engineering(S63.SI)$ – multi-year defence & aerospace orderbook, steady dividends. Selected S-REITs:

      2026 Stock Market Outlook: Cautious Bull & Strategy Framework

      @Options Trading Singapore：
      Thank you for $Tiger Brokers(TIGR)$ @Tiger_CashBoostAccount ‘s invitation. Below are my insights and picks for 2026. Hope it Helps for you.2026 is shaping up as “cautiously bullish” rather than euphoric: there’s still fuel for a rally – especially from AI and dividends – but a lot depends on earnings, interest rates, and how investors rotate across sectors.Below is a distilled view from all the articles you shared.1. Big Picture: Cautious Bull, Not a New ManiaAcross different research pieces and strategist notes, the base case for 2026 looks like this:Year-end 2025: A Santa Claus rally is possible but not guaranteed. Seasonality, rate-cut hopes and strong tech earnings could help… but valuati
      2026 Stock Market Outlook: Cautious Bull & Strategy Framework
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    • SGX_StarsSGX_Stars
      ·12-10

      SGX Market Outlook 2026: 3 High-Dividend Stocks + 3 Key S-REITs to Watch

      With the global rate-cut cycle and the Monetary Authority of Singapore’s SGD 5 billion Equities Market Development Plan (EQDP) jointly supporting the market, Singapore equities are expected to continue seeing valuation re-rating and earnings expansion in 2026.CGS International forecasts that Singapore-listed companies’ net profit could grow 8.5% YoY in 2026, while market liquidity is set to improve significantly. Against this backdrop, we highlight three blue-chip stocks offering both attractive dividends and growth potential, along with three fundamentally solid S-REITs, giving investors a clear roadmap for positioning into 2026.I. 2026 Market Outlook: Three Key Themes Driving Structural OpportunitiesCGS International maintains a positive view on the Singapore market for 2026 and identifi
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      SGX Market Outlook 2026: 3 High-Dividend Stocks + 3 Key S-REITs to Watch
    • SGX_StarsSGX_Stars
      ·12-09

      Weekly: QC7, 5SR, E28, QZG & 9MT directors raise stake

      Over the five trading sessions, more than 80 director interests and substantial shareholdings were filed. Across close to 40 primary-listed stocks, Directors or CEOs reported 12 acquisitions and three disposals, while substantial shareholders recorded eight acquisitions and seven disposals.1. $Q&M Dental(QC7.SI)$ Between Nov 28 and Dec 4, Quan Min Holdings acquired 2,783,100 shares of Q & M Dental Group (Singapore). This increased the total interest of non-independent executive director and group CEO, Ng Chin Siau, from 55.82% to 56.12%. The shares were acquired at an average price of S$0.515 apiece. 2. $Zhongmin Baihui(5SR.SI)$ On Dec 1, Executive Director and CEO Chen Kaitong acqui
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      Weekly: QC7, 5SR, E28, QZG & 9MT directors raise stake
    • SGX_StarsSGX_Stars
      ·12-09

      S-REITs set for best year since 2019 with 14.7% total returns in 2025 YTD

      Real estate investment trusts in Singapore (S-REITs) are set to deliver their best yearly performance since 2019, as prices rebound amid stable operating performance and a more supportive interest rate environment.As of Dec 5, 2025, the iEdge S-REIT index has risen 9.3% for the year-to-date, with dividend distributions taking total returns up to 14.7%. This marks the strongest yearly performance since 2019, when the index rose 19.6%, with total returns of 27.5%.Of the 33 constituents in the iEdge S-REIT index, 29 have delivered positive total returns for the 2025 YTD, with the top 10 performers delivering over 20 per cent total returns. Outperformers include diversified S-REITs such as $CapLand IntCom T(C38U.SI)$
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      S-REITs set for best year since 2019 with 14.7% total returns in 2025 YTD
    • SGX_StarsSGX_Stars
      ·12-08

      $STI December Outlook: Modest Santa Rally as November Strength Limits Upside

      $Straits Times Index(STI.SI)$ December Outlook: November Strength May Limit Gains🎅 Seasonal Patterns: The "December Effect" Reality CheckDecember is historically the 3rd strongest month for the STI, averaging +1.3% since 2000, driven by:Dividend capture trades: Investors pile into high-yield names like DBS (5.1% yield) and Singtel (5.8%) before ex-datesWindow dressing: Fund managers boost holdings in index heavyweights ( $DBS(D05.SI)$ , $OCBC Bank(O39.SI)$ , $UOB(U11.SI)$ ) to flatter year-end reportingSanta Rally timing: Typically kicks in after Dec 15, but be warned – Singapore's rally is 40% weaker than the <
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      $STI December Outlook: Modest Santa Rally as November Strength Limits Upside
    • SGX_StarsSGX_Stars
      ·12-01

      Weekly: EnGro, Soon Hork, Wing Tai, 8C8U, AU8U, Sanli Env & Lincotrade directors raise stake

      Over the five trading sessions, the usual quota of 60 director interests and substantial shareholdings were filed. Across close to 30 primary-listed stocks, Directors or CEOs reported eight acquisitions and three disposals, while substantial shareholders recorded five acquisitions and no disposals.1. $EnGro(S44.SI)$ On Nov 21, Chairman and CEO Tan Cheng Gay acquired 11,870,000 shares in a married deal at S$0.725 apiece. This increased his total interest from 15.01% to 25.01%. Mr Tan is a founding member of the Group and has served as Executive Director since 1973, shaping the Group’s strategic vision. Substantial shareholder Chua Thian Poh also acquired 1.18 million shares at S$0.725 apiece, increasing his total interest from 38.68% to 39.67%.&n
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      Weekly: EnGro, Soon Hork, Wing Tai, 8C8U, AU8U, Sanli Env & Lincotrade directors raise stake
    • SGX_StarsSGX_Stars
      ·11-24

      Weekly: Wing Tai, Banyan Tree, AU8U, Bukit Sembawang & Duty Free Intl directors raise stake

      Over the five trading sessions, 60 director interests and substantial shareholdings were filed. Across 25 primary-listed stocks, Directors or CEOs reported 10 acquisitions and no disposals, while substantial shareholders recorded five acquisitions and five disposals.1. $Wing Tai(W05.SI)$ Wing Tai Holdings chairman and managing director Cheng Wai Keung continued to build his deemed interest in the company, through his spouse Helen Chow acquiring shares. From Nov 14 through to Nov 20, Mr Cheng increased his total interest in the leading real estate developer and lifestyle retailer from 62.19% the company, up to 62.24%. This is up from 61.64% at the end of 2024.  2. $Banyan Tree(B58.SI)$ On Nov 14,
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      Weekly: Wing Tai, Banyan Tree, AU8U, Bukit Sembawang & Duty Free Intl directors raise stake
    • SGX_StarsSGX_Stars
      ·11-24

      Positive momentum for Office S-REITs as vacancy rates ease and rents climb

      In 3Q25, the Urban Redevelopment Authority (URA) reported a modest tightening in office vacancy rates, easing from 11.4% in 2Q25 to 11.2 per cent. According to CBRE Singapore, Grade A office rents increased 2.1% year-on-year, underpinned by constrained new supply in the CBD core over the coming years.This trend supported stronger performance among Singapore-listed office REITs, driven by healthy occupancy levels, positive rental reversions, and proactive asset management strategies.The S-REITs with significant Singapore office exposure are $CapLand IntCom T(C38U.SI)$ $Mapletree PanAsia Com Tr(N2IU.SI)$ $Keppel Reit(K71U.SI)$
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      Positive momentum for Office S-REITs as vacancy rates ease and rents climb
       
       
       
       

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