SGX_Stars

Official: Covering SGX stocks & markets.

    • SGX_StarsSGX_Stars
      ·01-05 17:16

      Weekly: Banyan Tree, Ho Bee Land, Audience, Accrelist, ACMA & King Wan directors raise stake

      Over the three and half trading days, more than 40 director interests and substantial shareholdings were filed. Across more than 20 primary-listed stocks, Directors or CEOs reported eight acquisitions and one disposal, while substantial shareholders recorded three acquisitions and two disposals.1. $Banyan Tree(B58.SI)$ On Dec 23, Far East Organization subsidiary Goodview Properties increased its substantial shareholding in Banyan Tree Holdings to 7.14% from 6.93%. It acquired 1,825,800 shares at S$0.615 apiece.  Its interest in Banyan Tree first crossed the 5% threshold in August 2021, when shares of the hospitality company were trading at around S$0.31 – roughly half their current price, and crossed above the 6.00% threshold on Nov 14
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      Weekly: Banyan Tree, Ho Bee Land, Audience, Accrelist, ACMA & King Wan directors raise stake
    • SGX_StarsSGX_Stars
      ·2025-12-29

      2025 RECAP| Top 10 SG Stocks in Tiger Community!

      A year when “boring” got exciting again. The STI was up ~22% YTD by late December, helped by a stronger risk mood and renewed attention on Singapore equities.What did Tigers watch the most? In 2025, it largely came down to three themes: bank dividends + rate path, big corporate actions, and steady cashflow names.1) $DBS(D05.SI)$ +36.42% YTDDBS stayed in the spotlight because it combined record-scale profitability with a visible leadership transition. The bank’s 3Q25 profit before tax hit a record SGD 3.48b, and it kept dividends attractive (including a 75-cent quarterly dividend in late 2025).The market also priced in the next chapter: Tan Su Shan took over as CEO on March 28, 2025, and DBS’ aggressive AI push became a headline story.2)
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      2025 RECAP| Top 10 SG Stocks in Tiger Community!
    • SGX_StarsSGX_Stars
      ·2025-12-23
      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
      ·2025-12-22

      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
      ·2025-12-11
      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
      ·2025-12-10

      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
      ·2025-12-09

      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
      ·2025-12-09

      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
      ·2025-12-08

      $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
      ·2025-12-01

      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
     
     
     
     

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