Lim & Tan Securities, 19 December 2025
Excerpt from Lim & Tan Securities report.
Report Summary
- Singapore’s FSSTI index closed at 4,570.6, up 1% month-to-date and 20.7% year-to-date; global equity markets rebounded on softer US inflation data.
- Coliwoo Holdings announced a strategic sale-and-leaseback of its co-living hotel property, unlocking S\$15.3m for debt repayment and future growth, while maintaining operational control and its asset-light model; management expects further portfolio value unlocks and room count expansion to 10,000 by 2030.
- Singtel’s Australian subsidiary Optus faces scrutiny after a major network outage affected emergency calls; the board accepted 21 recommendations for improvements, and Singtel remains focused on asset monetization and growth, maintaining an “Accumulate on Weakness” rating.
- Intense competition in China’s instant retail sector is driving profits down for Alibaba, JD.com, and Meituan as they spend heavily to capture market share; margins are expected to remain pressured due to aggressive discounting.
- Fund flow data shows institutional investors were net sellers (-S\$88.5m) while retail investors were net buyers (+S\$92.5m) in the week of 1 December 2025; sector allocations varied, with real estate and financials seeing significant activity.
- Dividend and distribution dates for key Singapore-listed companies are provided, highlighting upcoming payouts for investors.
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