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Our Singapore stock alpha picks Jun 2026 portfolio slightly lagged the FSSTI by 1.1ppt on a market cap weighted basis, with gains led by a narrow large-cap leadership.
- - Read this at SGinvestors.io -
Market review.
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Singapore equities rose 2.6% m-o-m in Jun 26. Financials (+5.3% m-o-m), land transport (+3.9% m-o-m) and plantation (+3.4% m-o-m) led the gains, aided by Singapore’s safe-haven appeal amidst the prolonged war environment in the Middle East. Gains were partially offset by weakness in healthcare (-5.2% m-o-m), technology (-4.9% m-o-m) and property (-4.8% m-o-m) sectors.
- - Read this at SGinvestors.io -
Portfolio lagged.
- 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/ 2026-07-03
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