Broker Name: Lim & Tan Securities
Date of Report: 8 January 2026
Excerpt from Lim & Tan Securities report.
Report Summary:
- The FSSTI index saw modest gains, outperforming several major indices, as investors took profits after a multi-day rally. Lower interest rates are expected to benefit CapitaLand Investment Limited (CLI) and its suite of REITs, supporting further expansion and accretive acquisitions, especially in the fast-growing logistics sector.
- CLI announced strategic moves including a minority investment in Ally Logistic Property (ALP) and plans for a new automated logistics facility in Singapore. These initiatives strengthen CLI’s logistics capabilities in APAC and are projected to provide stable, growing income streams.
- Coliwoo Holdings, Singapore’s largest co-living space operator, reported resilient financials with a sharp rise in core net profit and high occupancy rates. The group’s asset-light strategy and strong brand position it well for continued growth in the flexible urban accommodation market.
- Macro updates highlight a weakening US labor market and recession risks, while China faces challenges in achieving its growth targets amid a sluggish property sector and soft data. Investors are advised to underweight equities and monitor cyclical risks.
- Recent share buybacks, major institutional and retail fund flows, and upcoming dividend events are detailed for Singapore-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: http://www.limtan.com.sg
