Broker Name: Lim & Tan Securities
Date of Report: 01 October 2025
Excerpt from Lim & Tan Securities report.
- Major indices in Singapore and globally posted gains, with the FSSTI Index up 13.5% year-to-date and US markets rising ahead of a government shutdown.
- CapitaLand Investment and SC Capital Partners launched an industrial development fund targeting the Gulf Cooperation Council region, with initial projects in the UAE and plans for expansion into Saudi Arabia and other GCC countries.
- LHN’s co-living business Coliwoo has lodged a preliminary prospectus for a SGX listing, aiming to expand its portfolio to 4,000 rooms by end-2025 and 10,000 rooms by 2030, leveraging asset-light models and exploring overseas markets.
- China’s financial regulators are increasing support for real estate financing amid bank profitability pressures and rising non-performing loans; China Vanke is seeking to extend bank loans to reduce liquidity risks.
- Share transactions and buybacks occurred across several Singapore-listed companies, with notable acquisitions and disposals in Wilmar, Wingtai, Stamford Land, and others.
- Dividend announcements and ex-dividend dates were provided for a broad list of Singapore stocks including Mapletree, CapitaLand, DBS, UOB, and others.
- 32 companies remain on the SGX Watch-List due to financial or operational concerns, with new additions in the latter half of 2023 and 2024.
- The report maintains a “BUY” rating on CapitaLand Investment and an “Accumulate” rating on LHN, citing robust growth prospects and value unlocking for shareholders.
Report Summary
- Singapore and global stock markets are performing strongly, with financial institutions launching new funds and companies expanding portfolios.
- Real estate and co-living sectors show significant growth, while China’s market faces financing challenges; ongoing share buybacks and dividends highlight active capital management.
Above is an excerpt from a report by Lim & Tan Securities. Clients of Lim & Tan Securities can be the first to access the full report from the Lim & Tan Securities website: https://www.limtan.com.sg
