Singapore Market Focus - DBS Research 2025-07-04: 7 Stocks To Watch Ahead Of 1H25 Results Announcements

• We do not rule out the Straits Times Index (STI) temporarily rising above 4000 towards our bull-case target of 4080 in July on trade optimism and dividend positioning. But be wary of a potential correction in August-September due to tariffs and geopolitical uncertainties; 2H GDP slowdown and index heavyweight banks and Singtel going XD from late July.
• - Read this at SGinvestors.io -

Domestic themes in focus.

• Domestic driven themes and high-yield defensive names remain relevant amid ongoing uncertainties. These include
  1. value unlocking potential in property stocks e.g. UOL Group and City Developments,
  2. - Read this at SGinvestors.io -
  3. potential EQDP beneficiaries that should remain buoyant ahead of MAS’ S$5bn deployment – iFAST, SIA Engineering, UMS, Frencken, NetLink Trust and Sheng Siong.

1H25 earnings preview:

• Read more at SGinvestors.io.

Above is an excerpt from a report by DBS Group Research.
Clients of DBS may access the full PDF report @ https://www.dbs.com/insightsdirect/.

More views on Singapore stock market outlook & investment strategy:
Analysts Say Analyst Reports on Singapore Stock Strategy

Latest research on Singapore stocks @
Analysts Say Stocks & REITs Research Reports
Analysts Say Sector / Industry Research Reports

Latest Stock Ratings & Price Targets @
Analysts Say Price Targets & Stock Ratings Changes
Analysts Say Consensus Target Prices