Singapore Stock Alpha Picks (October 2025) - UOB Kay Hian 2025-10-03: Add Lendlease REIT, Riverstone, Sembcorp; Remove YZJ, BRC Asia

Singapore Stock Alpha Picks (October 2025): Staying Ahead and Capturing EQDP Opportunities

Published:
Singapore Stock Alpha Picks - UOB Kay Hian Research | SGinvestors.io

Market review.

Singapore equities inched higher in Sep 25, with the FSSTI rising 0.7% m-o-m.

  • - Read this at SGinvestors.io -
  • telecoms (-3.8% m-o-m), plantation (-3.3% m-o-m) and healthcare (-3.0% m-o-m) lagged.
  • REITs rose 1.7% m-o-m, outperforming the broader index as investors rotated back into yield plays amid a stable interest rate backdrop.
  • Our Alpha Picks portfolio gained 4.2% m-o-m on an equal-weighted basis, outperforming the STI by 3.5ppt.

    • Read more at SGinvestors.io.



    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/.



    Singapore Research UOB Kay Hian Research | https://research.uobkayhian.com/ 2025-10-03



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