From Sheng Siong to Seatrium, here are some potential winners and losers from Budget 2026
Therese Soh - Sectors from essentials to manufacturing, defence, property and energy could be affected
From Sheng Siong to Keppel DC Reit, here are some potential winners from Budget 2026
Therese Soh - Sectors from essentials to manufacturing, defence, property and energy could be impacted
Taiwan’s AI wealth is spilling across Asia and Singapore is positioning itself as the hub
Samantha Chiew - Taiwan’s role in AI has evolved into a wealth story, reshaping capital flows across Asia, says James Wey, head of international wealth management at KGI. “Taiwan has benefited tremendously from the global technology sector growth, especially in AI and its associated supply chain,” Wey says, ad ...
JP Morgan and CLSA pick beneficiaries of Budget 2026
The Edge Singapore - The message from the Singapore Budget 2026 is that the government will maintain a strong fiscal buffer, while continuing to reinvest and transform the economy. JP Morgan says this should fuel growth in the private sector. “We believe these tailwinds, together with an extension of financial market ...
Is the Chinese stock market an undervalued giant?
Martin W Hennecke - Which country is the global leader in robotics? Just a year or two ago, the first answer that would have sprung to mind is the US, with Tesla robotaxis and Amazon’s army of warehouse robots. While these American names are undoubtedly making great strides and have been commanding the most media att ...
Alpha Integrated REIT declares FY2025 distribution of 3.53 cents per unit
Teo Zheng Long - Alpha Integrated REIT (SGX: M1GU ) (AIR), which just completed its internalisation process, has reported a 20.4% y-o-y rise in distribution per unit (DPU) to 1.83 cents for 2HFY2025, ended Dec 31, 2025. On a full year basis (FY2025), AIR’s DPU up 23.4% y-o-y to 3.53 cents. Gross revenue for FY2025 ...
CBS News considering new round of layoffs, could cut at least 15% of staff, Variety says
[WASHINGTON] CBS News is considering a new round of layoffs that could see cuts totaling at least 15 per cent of the...
Making the case for Singapore’s SMID sector
Felicia Tan - Despite the run-up in Singapore’s small- and mid-cap (SMID) sector, John Cheong, head of SMIDs at UOB Kay Hian, believes there is way more to go. Valuations have risen, but the sector remains inexpensive relative to regional or global peers. After all, the SMID sector had been “very, very underv ...
Japan Foods’ lead independent director investigated by CAD on ‘personal matter’
Navene Elangovan - Tan Cher Ting has not been charged with any offence, but will step down from the role
Maybank, CGSI, RHB raise respective target prices for ISOTeam
The Edge Singapore - Jarick Seet of Maybank Securities has kept his "buy" call on ISOTeam after its 1HFY2026 earnings jumped by 70% to $3.3 million. The company's topline was lower because of project revenue recognition but its bottomline benefited from cost savings in workers' accommodation and also ...
Maybank's Seet raises target price for ISOTeam to 12 cents on brighter outlook
The Edge Singapore - Jarick Seet of Maybank Securities has kept his "buy" call on ISOTeam after its 1HFY2026 earnings jumped by 70% to $3.3 million. The company's topline was lower because of project revenue recognition but its bottomline benefited from cost savings in workers' accommodation and also ...
Singapore stocks dip back below 5,000 after Budget 2026, but analysts see ample ‘fiscal dry powder’
Shikhar Gupta - Scaled-back handouts leave room for future support; new measures could continue capital market recovery
STI drops below 5,000 after Budget 2026, but analysts see ample ‘fiscal dry powder’
Shikhar Gupta - The scaled-back handouts leave room for future support; the new measures could enable the continued recovery of the capital market
Banks drag STI below 5,000 post-Budget, but analysts see ample ‘fiscal dry powder’
Shikhar Gupta - The scaled-back handouts leave room for future support; the new measures could enable the continued recovery of the capital market
Stress test: Analysts weigh in on Tan Su Shan’s first year as DBS group CEO
Kwan Wei Kevin Tan and Felicia Tan - For most Singaporean bankers, taking over the reins of the city-state’s largest bank would have been the feather in the cap of a sterling career in finance. That wasn’t really the case for Tan Su Shan, who had big shoes to fill as DBS Group Holding’s seventh CEO. Tan became CEO in April 2025 a ...
Alpha Integrated Reit H2 DPU rises 20.4% to S$0.0183 on higher rent, occupancy
Shikhar Gupta - The Reit’s growth in net property income is mainly from positive rental reversions and an overall increase in occupancy rate
Malaysia’s solar leader to ramp up output as battery prices drop
Solarvest currently has around 1.2 GW of capacity in the South-east Asian country
Elliott reiterates call against Toyota Industries tender offer, shares hit record
TOKYO, Feb 13 : Elliott Investment Management on Friday said it will not tender its Toyota Industries shares into an extended tender offer at current terms and strongly encouraged other shareholders to follow suit. Elliott also urged other shareholders to withdraw any shares that have already been t ...
Sheffield Green’s net profit surges 389% y-o-y, declares interim dividend per share of 0.2 cents
Lin Daoyi - Catalist-board Sheffield Green has reported a net profit of more than US$0.49 ($0.62) million, a 389% y-o-y increase, for the six months Dec 31, 2025. The human resource provider for the renewable energy industry has also declared an interim dividend of 0.2 cents per share. Revenue for the period ro ...
CapitaLand Ascott Trust gets positive calls for ‘consistency’ and ‘stability’
Samantha Chiew - CapitaLand Ascott Trust (CLAS) recently announced its financial results for FY2025 ended Dec 31, 2025, which showed distribution per security (DPS) unchanged y-o-y at 6.1 cents. In 2HFY2025, DPS was 1% up y-o-y at 3.58 cents. Income available for distribution rose 11% y-o-y to $256.7 million in FY20 ...
Dasmond Koh’s NoonTalk Media on shaky ground as H1 losses double, liabilities surge
Therese Soh - Current assets stand at S$2.2 million, while current liabilities come in at S$2.8 million
Global EV sales hampered by China, US slowdown in January
GLOBAL EV registrations fell 3 per cent in January as the introduction of a purchase tax and lower EV subsidies in China...
Brokers' Digest: Sheng Siong Group, Frencken Group, Fraser and Neave
Teo Zheng Long - Sheng Siong Group Price target: OCBC Group Research ‘hold’ $2.89 Downgrade on valuation OCBC Group Research has downgraded its call on supermarket operator Sheng Siong (SGX: OV8 ) to “hold” from “buy” previously, while raising its target price to $2.89 from $2.77 on a lower cost of equit ...
Hong Kong grapples with banker shortage to keep up with IPO boom
Banks are hard pressed to meet regulatory guidelines and are under increased scrutiny over the quality of IPO paperwork
Stocks to watch: iFast, BRC Asia, Lum Chang, Lum Chang Creations, Creative Technology
Therese Soh - [SINGAPORE] The following companies saw new developments that may affect trading of their securities on Friday (Feb 13):
Anthropic clinches US$380 billion valuation after US$30 billion funding round
The company, unlike others, has welcomed AI regulation
Citi downgrades StarHub to ‘neutral’ after profit tumbles; DBS reviews rating
Shikhar Gupta - StarHub’s net profit of S$38.5 million for its second half is a 50.9% year-on-year drop
RHB downgrades StarHub to ‘sell’, Citi to ‘neutral’ as profit slides; DBS reviews rating
Shikhar Gupta - StarHub’s net profit of S$38.5 million for its second half is a 50.9% year-on-year drop
Private capital software provider Carta opens new Singapore office
Kwan Wei Kevin Tan - Global equity and fund administration platform Carta held an opening event for their new office at 16 Raffles Quay, Hong Leong Building on Feb 11. Founded in 2012, the company was originally known as eShares before it changed its name to Carta in November 2017. Bhavik Vashi, Carta’s managing direc ...
US-China trade detente fuels mothballing of key China tech curbs
Trump-Xi trade truce led to shelving of China tech restrictions
Private markets data platform Carta opens new Singapore office
Kwan Wei Kevin Tan - Global equity and fund management platform Carta held an opening event for their new office at 16 Raffles Quay, Hong Leong Building on Feb 11. Founded in 2012, the company was originally known as eShares before it changed its name to Carta in November 2017. Bhavik Vashi, Carta’s managing director ...
Lincotrade & Associates’ 1HFY2026 net profit soared 438% y-o-y to $3.9 mil, order book at record high of $117.2 mil
Teo Zheng Long - Lincotrade & Associates Holdings (SGX: BFT ) (Lincotrade) has reported a sharp increase in its net profit after tax to $3.9 million in 1HYF2026, ended Dec 31, 2025, on back of higher revenue and gross profit. Revenue surged 58.2% y-o-y to $53.3 million, driven by strong performance in both the c ...
Blackstone leads the race to unlock US$7 trillion of cash in Japan
The firm and rivals are trying to coax them to put more of it in private equity and credit
Pinterest forecasts downbeat revenue as it battles for digital ad dollars; shares plunge
The company cut about 15 per cent of its workforce last month