Tuesday, July 15th, 2025

📈 SGX Market Watch: Big moves, bold bets, and billion-dollar plans — here’s your roundup 🔎

💰 SGX:C38U, SGX:S63, SGX:BS6, SGX:1D0, SGX:40N, SGX:5D0, SGX:I49, SGX:U96
🔥 SG Market Eyes $5B Liquidity Boost!
MAS is gearing up to deploy its $5B Equity Market Development Programme, targeting SGX mid-caps 💼.
DBS names 8 potential winners:

Industrials: ComfortDelGro 🚗, Hong Leong Asia 🏗, SIA Engineering ✈

Growth Picks: UMS Holdings ⚙, Frencken Group 🧠, iFAST Corp 💻

Domestic Plays: Raffles Medical 🏥, PropNex 🏠

Strong cash 💵, high dividends 💸, and local sales 📊 make them hot watchlist contenders!

📮 SGX:S08
SingPost’s Makeover Begins Post-Oz Exit 🇦🇺
🚀 FY2025 profit soared 213% y-o-y, but strip away Australia’s sale — and it’s a tough 40% fall.
Now it’s shedding non-core assets like SingPost Centre + Famous Holdings.
Analysts expect clarity once the new board takes the reins.

🛍 DFI | SGX:D05
DFI Retail Regains Ground, Streamlines for Growth
Post-Yonghui divestment 📉, underlying 1Q profit down 18% — but if you exclude it, profit actually surged 28% 🚀.
DBS sticks to its “Buy” call + US$3.00 TP, citing solid cost control and a net cash buffer 💪.

🏨 SGX:LHN
LHN Banks $25.8M from Geylang Hotel Sale
Selling 115 Geylang Road (Coliwoo Hotel Gay World) to free up cash 🔓. Part of a broader strategy to recycle capital into future growth projects 💼.

🏢 SGX:H78
Hongkong Land Keeps It Steady
1Q profits stable, but HK office rents remain soft. Meanwhile, SG market strength helps offset pressure.
Focus remains on deleveraging and wrapping up build-to-sell developments 🏗.

🧱 SGX:BS6
Cosmosteel CEO Buys More Amid Takeover Buzz
CEO Jack Ong upped his stake post-20¢ takeover bid led by Hanwa Co (Japan). Signals confidence in Cosmosteel’s direction as it retools for growth 🔩.

📉 US MARKET WRAP | May 23, 2025
Wall St. ends flat as deficit fears + soaring yields weigh on sentiment 🧵

📊 Indices Recap

S&P 500: 5,842.01 (-0.04%)

Dow Jones: 41,859.09 (-1.35 pts)

Nasdaq: 18,925.73 (+0.28%)
Bonds rattled the equity mood 😬

📉 Bond Market Flashpoint

30Y Treasury (TYX): 🚀 to 5.161% — highest since Oct 2023

10Y Yield (TNX): Briefly >4.6%
➡ Triggered by a weak 20Y auction & $4T tax-spending bill fears

🧾 Deficit Drama
The House passed a $4T bill: ✔ tax cuts, ✔ defense splurge
⚠ Moody’s downgrade + fiscal alarm = Treasurys less attractive
➡ “Yields up = bond prices down” – Argent’s Ellerbroek

📈 IPO Highlight
🎯 Hinge Health (HNGE) jumps +19% on NYSE debut
Opened at $39.25 vs $32 IPO
CEO: “We automate chronic pain care — not just telehealth”

📦 Earnings Spotlight

ROST 🔻 -11% | Slashed guidance, tariff pain

INTU 🔺 +8% | Raised FY EPS, Q3 beat

ADSK 🔺 +2% | Strong Q2 outlook

WDAY 🔻 -6% | Match Q2 rev est., no surprise

STEP 🔺 +13% | AUM soared to $189B

DECK 🔻 -14% | No FY26 guidance, despite Q4 beat

📉 Outlook

Dow Futures: +58 pts

S&P 500 Futures: +0.2%

Nasdaq Futures: +0.1%
📅 Eyes on building permits & new home sales Friday
🇺🇸 Long weekend ahead (Memorial Day closure Monday)

🪙 Crypto Corner
BTC hits all-time high $109,856 🧨
Why? → Trump-backed stablecoin bill gains Senate momentum

Galaxy (BRPHF): “Animal spirits” unlocked

MSTR, CME, Tether, SoftBank = all in

Newcomer: Twenty One Capital mimics MSTR’s BTC treasury play

📌 TL;DR:
Wall Street is jittery on rising yields & fiscal red flags 🚨
Individual names still making bold moves on IPOs, earnings, & crypto hype 📊💸
#stocks #bonds #crypto #IPO #WallStreet #deficit #Bitcoin

You’re Invited: Exclusive Singapore Investing Seminar – 14 June

Thank you for registering for our previous Singaporean Investing seminar. If you were unable to attend or didn’t get a chance to open a trading account with us, we’re excited to invite you to our upcoming seminar:

Date: 14 June(Saturday)
Time: 2:00 PM – 5:00 PM
Location: To be advised (we’ll update you nearer to the date!)

At this seminar, we’ll showcase our proprietary Minichart signals to help guide you in identifying the best stocks to buy for the day.

Bring a friend! If both of you open a trading account with us and your applications are approved, you’ll each receive a $10 NTUC voucher.

Kindly register with the below link:
https://www.eventbrite.sg/e/the-singaporean-investing-seminar-tickets-1375243282679?aff=oddtdtcreator

Thank you

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