BTS
01:41

$Keppel(BN4.SI)$  $Sembcorp Ind(U96.SI)$  $Wilmar Intl(F34.SI)$  $DFIRG USD(D01.SI)$  $SGX(S68.SI)$  

As market conditions evolve, institutional investors are making clear bets on specific sectors that are poised to gain from current trend

The "smart money" has shown a clear preference for specific sectors, with Keppel (BN4) and Sembcorp (U96) leading in offshore, energy, and infrastructure services, Wilmar (F34) and DFIRG (D01) dominating in consumer-facing businesses, and SGX (S68) excelling in financial market services and high-volume trading

Offshore stocks are buoyed by rising oil prices, while Consumer stocks attract interest due to inflationary pressures, and Financials thrive in a rising interest rate environment

The likely sector to take the crown today could be Offshore, benefiting from high oil prices and the shift of companies like BN4 and U96 from conglomerates to infrastructure plays, attracting significant fund interest。。。

Amid geopolitical tensions and high oil prices, defensive blue-chip stocks with high dividend yields are drawing substantial institutional inflows

$SGX, $Keppel, $Wilmar, $Sembcorp, $DFI: The 5 Stocks Smart Money Is Buying Now

@SGX_Stars：
The Singapore market is sending a very clear message right now: capital is flowing into two specific buckets—realized earnings in the offshore sector and a defensive crouch in high-yield assets. If you’re looking for where the "smart money" is parked today, keep these five names on your radar: 1. $SGX(S68.SI)$ In a market this choppy, why stress about direction? Whether the $Straits Times Index(STI.SI)$ goes up or down, Singapore Exchange wins on the volatility. As derivatives trading volumes spike and global capital hunts for a "safe haven" in Asia, SGX remains the ultimate rent-collector. It’s the closest thing to a "buy and forget" defensive play we have right now. 2. $Keppel(BN4.SI)$ Let’s talk about that 5% pullback in Yangzijiang last week. Honestly? That looks like a gift for anyone who missed the first boat. With net profits set to double by 2025 and orders booked through 2028, the fundamentals haven't budged. Then there’s Keppel. This isn't just a shipyard anymore—it’s a global asset manager. They’re sitting on S$95 billion in AUM and paying out a massive 6%+ yield. The market is finally waking up to their "capital-light" transformation, and there's still plenty of room for a valuation re-rating. 3. $Wilmar Intl(F34.SI)$ While everyone is staring at Brent crude, the smart play is on the feedstock. As oil prices climb, so does the demand for biodiesel, directly benefiting Wilmar’s palm oil empire. We just saw a high-volume breakout at the $4.20 resistance level. In an inflationary world, the king of agribusiness has a massive seat at the table. 4. $DFIRG USD(D01.SI)$ DFI surprised everyone with an 8% jump last week. The logic is pure "street": when consumers get cautious, they don't stop spending—they just spend smarter. DFI’s discount and grocery retail model is a classic beneficiary of this "consumption downgrade." It’s a solid bottom-fishing play with a recovery tailwind. 5. $Sembcorp Ind(U96.SI)$ You can't talk about Singapore’s future without Sembcorp. While the world is obsessed with AI, Sembcorp is the one building the power grid that runs it. As one of the region’s biggest renewable energy players, they are turning "green" into "gold" with rock-solid long-term contracts. If you want a growth kicker with infrastructure-level stability, this is it. Strategy Corner: Don't chase the shiny objects in this environment. The real "alpha" in the SGX is found in its Dividend Aristocrats. Look for companies with rock-solid free cash flow and a payout ratio under 80%. When these stocks dip, it’s usually an opportunity to build your "passive income" castle. 🎁 Tiger Coin Incentives: The Big Vote: Which sector takes the crown today? A. Offshore / B. Consumer / C. Financials. Cast your vote for 10 Tiger Coins. Show Us Your Portfolio: What’s your #1 Singapore pick right now? Give us a solid "Why" in the comments. The 10 best insights get 20 Tiger Coins! For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. 🎉Cash Boost Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility Now Find out more here. Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP. Click to access the activity Other helpful links: 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉 How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.
$SGX, $Keppel, $Wilmar, $Sembcorp, $DFI: The 5 Stocks Smart Money Is Buying Now

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.

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