Wednesday, October 8th, 2025
Market UpdatesSingapore SGX stocks

Global Market Update October 2025: US AI Bubble Concerns, Singapore Stocks Rally, Defence Sector Insights 12

Posted on October 8, 2025 at 2:06 pm (GMT+8)

74
Views
Share on Facebook
Share on Twitter
Broker Name: OCBC Investment Research
Date of Report: 8 October 2025

Excerpt from OCBC Investment Research report.

Report Summary:

  • Global markets saw a pullback after a period of record highs, with concerns rising over a potential AI bubble and ongoing political and economic uncertainties.
  • ST Engineering Ltd (STE) continues to streamline its portfolio, supported by growth in global defence spending, but current valuations appear stretched, leading to a HOLD rating and a revised fair value estimate.

Above is an excerpt from a report by OCBC Investment Research. Clients of OCBC Investment Research can be the first to access the full report from the OCBC Investment Research website : https://www.ocbc.com/group/investments/research.html

Related Posts

Market UpdatesSingapore SGX stocks

Keppel Corp Ltd – Bullish Continuation is Back 2
minichart
April 1, 2025

Broker: CGS-CIMB Research Date of Report: March 21, 2025 Trendspotter: Bullish Continuation Signals for Keppel Corp and Other Top Stocks Keppel Corp Ltd: Bullish Continuation is Back Keppel Corp Ltd (KEP) has reached beyond...

Market UpdatesSingapore SGX stocks

SingTel: Strong EBIT Growth Drives Upbeat Earnings Outlook for 1H FY25
minichart
October 24, 2024

Date: October 24, 2024Broker: CGS International Securities Earnings Preview for 1H FY25 SingTel is expected to report strong core net profits for the first half of the fiscal year 2025, driven primarily by robust...

Market Updates

Bumrungrad Hospital Stock: Attractive Valuation Despite Short-Term Challenges | Expert Analysis
minichart
November 19, 2024

Comprehensive Analysis of Bumrungrad Hospital by Maybank Securities Comprehensive Analysis of Bumrungrad Hospital by Maybank Securities Broker: Maybank Securities (Thailand) PCL Date of Report: November 19, 2024 Introduction In the ever-evolving landscape of healthcare,...