6+ hour, 13+ min ago   (189+ words) ■ We believe PAN is a beneficiary of Singapore's ESG mandate & long-term pipeline of infrastructure/industrial builds requiring more specialised concrete. ■ Reiterate Add on its strong positioning as a leader in low carbon/specialised concrete solutions, which should help it capture…...

3+ day, 10+ hour ago   (477+ words) Lim & Tan Research has raised its target for OKP Holdings from S$1.03 to S$1.10, rolling valuation forward to FY27 at 11× P/E. At S$0.68 share price, it estimates OKP trades at only 6.8× FY27 P/E and 2.6× ex-cash P/E. Importantly, its report…...

4+ day, 10+ hour ago   (472+ words) AEM Holdings ($9.32) has already enjoyed a spectacular 440% run this year, but two recent foreign broker reports suggest the story still has a long runway. Jefferies and UBS remain bullish following AEM's strong 2Q2026 results. Jefferies has a buy rating and S…...

6+ day, 6+ hour ago   (156+ words) China Sunsine Chemical (CSSC SP) 1H26: Lacklustre Environment Offset By Decent 5% Yield • Sunsine’s 1H26 revenue of Rmb2.01b (+19% yoy) and PATMI of Rmb254.3m (+5% yoy) were ahead of expectations. • Record volumes (+9% yoy), driven by strong growth in accelerators and insoluble sulphur as well as increase in…...

1+ week, 6+ hour ago   (269+ words) Tai Sin Electric Ltd ■ FY6/26 core PATMI rose 27% yoy to c.S$32.8m; healthy C&W and RES demand should support continued FY27F earnings growth. ■ While the lack of clarity on tariffs has led to elevated copper prices, we expect copper prices to…...

1+ week, 4+ day ago   (382+ words) Malaysia could kick in earlier than expected ■ We raise our FY6/27F order win assumptions to S$170m (from S$140m), as we believe there are opportunities for LUCC to win tenders in Malaysia. ■ Niche project mix and execution should support elevated FY27F/28F GPM of…...

2+ week, 6+ day ago   (314+ words) All eyes on orders in 2H26F ■ We increase our FY26F order wins to S$6bn (previously S$4.3bn), on the back of STM’s recent FLNG LOI and potential for more gas-related orders. ■ We also raise our FY26F-28F EPS estimates by 1-8%, reflecting higher order wins in 2026F, lower…...

3+ week, 6+ hour ago   (490+ words) Dark Clouds Gathering On The Horizon • The US and Japan are confronted with rising bond yields and a surge in interest payments. Both the US and Japan have not entered a fiscal or sovereign debt crisis, but they are starting…...

3+ week, 4+ day ago   (248+ words) Firing on multiple cylinders ■ HKEX reported strong 2Q26 results, with 2Q26 net profit up 21% yoy, beating Bloomberg consensus forecast by 9.6%. ■ 1H26 net profit growth was driven by strong performances across cash, derivatives and commodities, which saw record market volumes in 1H26. ■ The four programmes…...

3+ week, 5+ day ago   (287+ words) Better 2H26F and payout catalysts ahead ■ 1H26 net profit of US$41m missed expectations as jet fuel cost inflation and impairment losses hit gross profit, partly offset by a strong SPIA contribution. ■ Better 2H26F ahead; US$589m net cash, lowest payout among Sinopec subsidiaries provides…...