Broker Name: Lim & Tan Securities
Date of Report: 23 December 2025
Excerpt from Lim & Tan Securities report.
- Capitaland Investment’s subsidiary, CapitaLand Malaysia Trust (CLMT), is acquiring five high-specification industrial facilities in Johor for RM220.8 million, expected to be completed from 1Q 2027 to 1Q 2028. The acquisition is projected to be distribution per unit accretive and will increase CLMT’s industrial assets under management from 7.9% to 11.5%.
- Zixin Group has established a subsidiary in Hainan, China, to expand its sweet potato business and benefit from the region’s Free Trade Port zero-tariff system. The move aims to replicate its circular economy model and leverage favourable tax measures, with a buy recommendation and 83% upside target price.
- China’s financial markets see a surge in capital account flows, now poised to surpass trade flows for the first time, driven by strong cross-border investment in equities and bonds. The authorities are expected to continue opening up capital borders in a measured way, increasing opportunities for global investors.
- Institutional investors were net sellers while retail investors were net buyers in Singapore stocks for the week of 1 December 2025, with OCBC and Sembcorp Industries among the top traded stocks.
- Upcoming dividends and special distributions for multiple Singapore-listed companies are highlighted, with payout dates ranging from September 2025 to February 2026.
Report Summary
- Capitaland Malaysia Trust’s strategic industrial acquisition in Johor supports long-term growth, portfolio diversification, and is expected to be income accretive.
- Zixin Group’s Hainan expansion leverages tax advantages for its sweet potato business, aiming for significant market growth.
- China’s capital account flows are set to outpace trade flows, signalling a new phase of market opening and increased investment opportunities.
- Recent fund flow data shows retail investors as net buyers and institutions as net sellers in Singapore markets.
- Key upcoming dividend and distribution dates for Singapore-listed companies are provided.
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 website : https://www.limtan.com.sg
