Broker Name: Lim & Tan Securities
Date of Report: 03 March 2026
Date of Report: 03 March 2026
Excerpt from Lim & Tan Securities report.
Report Summary
- Singapore’s FSSTI Index declined, with major indices mostly in the red amid global market volatility, while commodities like gold and crude oil saw gains.
- ComfortDelGro reported record FY2025 revenue of S\$5.06 billion (up 13%) and PATMI of S\$230.3 million (up 9.4%), driven by overseas growth and strong public transport performance; the company offers a 5.7% dividend yield and is seen as attractive for accumulation on weakness due to long-term momentum.
- Samudera Shipping posted a 13.8% rise in FY2025 revenue but saw second-half profits fall 30% year-on-year due to higher costs; the company maintains strong liquidity and a 7.6% dividend yield, but margin pressures prompt a “Hold” recommendation.
- China’s property market faces long-term demand decline, with new home demand expected to stay far below the 2017 peak due to demographic shifts and weak investment interest.
- BCA Research forecasts limited stimulus from China in 2026, with weaker growth and contained geopolitical risks; US-China tariff truce likely to hold, supporting stable RMB and global equities.
- Institutional investors net sold S\$64m of Singapore stocks for the week of 23 Feb 2026, while retail investors net sold S\$42.3m; top institutional net buys were SIA and Yangzijiang Shipbuilding, while top retail net buys included UOB and DBS.
- The report includes notable share transactions, upcoming dividend dates for Singapore-listed companies, and sectoral fund flow breakdowns for February 2026.
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
