Lim & Tan Securities – Daily Review
08 December 2025

Excerpt from Lim & Tan Securities report

Report Summary

• Global equity markets remain bullish, supported by solid growth, easier monetary and fiscal policies, and strong trends in artificial intelligence and technology.
• Singapore-based SC Capital Partners began construction of a major data centre in Osaka, backed by global investors and targeting hyperscale and enterprise users.
• Institutional investors are generally overweight equities and credit, expecting resilient global growth and AI to drive returns, with the US and emerging markets favored.
• CLI (CapitaLand Investment) highlighted for its monetization efforts and potential upside, maintaining a BUY rating due to strong recurring income streams.
• Fund flows show recent net selling by both institutional and retail investors in Singapore, with institutional investors notably selling key stocks like Genting Singapore and UOB.
• Taiwan tightened technology exports to China, joining US efforts to restrict AI and semiconductor access, which may impact cross-strait business ties.
• Key sector opportunities highlighted include small-cap stocks, industrials, financials, clean energy, and healthcare, with AI and technology seen as early in their growth cycle.
• Dividend and share buyback updates provided for various SGX-listed companies.

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