Singapore Stock Alpha Picks (September 2025) - UOB Kay Hian 2025-09-04: Add BRC Asia & Yangzijiang; Remove ComfortDelgro, CICT, PropNex

• For Sep 25, we add BRC Asia for its construction exposure and Yangzijiang Shipbuilding for its new order flow and inexpensive valuations, while locking in gains on CapitaLand Integrated Commercial Trust, ComfortDelGro and PropNex.
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Market review.

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• Globally, macroeconomic data was mixed, as US job growth slowed while inflation remained sticky, though GDP revisions showed modest strength.
• Local sentiment stayed buoyant, supported by the MAS’ S$5b Equity Market Development Programme (EQDP), which continued to draw investor interest to under-owned small-and mid-cap names.

Double happiness in again in August.

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Above is an excerpt from a report by UOB Kay Hian Research.
Clients of UOB Kay Hian may be the first to access the full PDF report @ https://www.utrade.com.sg/.

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