Lim & Tan Securities | 04 December 2025
Excerpt from Lim & Tan Securities report.
- Singapore’s FSSTI Index rose, supported by expectations of a US rate cut following a weaker-than-expected private jobs report. US equities also gained as investors anticipate lower interest rates.
- City Developments Limited (CDL) completed a major hotel acquisition in London, enhancing its Central London portfolio to over 3,000 rooms. The acquisition aligns with CDL’s strategy of investing in rare, value-creation opportunities and strengthens its capital position.
- Institutional investors continued to be net sellers on the SGX for the week of 24 November, while retail investors also turned net sellers. REITs are expected to benefit from the anticipated interest rate cutting cycle.
- China’s airlines are negotiating a mega-order for 500 Airbus jets, highlighting ongoing reliance on Western technology despite domestic efforts. Global macroeconomic sentiment remains cautious, with defensive asset allocations recommended.
- The report provides updates on major share buybacks, acquisitions, and disposals among Singapore-listed companies, as well as upcoming dividend payout dates.
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
