Broker Name: Lim & Tan Securities
Date of Report: 23 March 2026
Excerpt from Lim & Tan Securities report.
Report Summary:
- Global equity markets saw declines, with the S&P 500, Nasdaq, and Dow Jones all closing lower. The Singapore market was also down.
- Mapletree Logistics Trust (MLT) announced an accretive acquisition of a Grade A warehouse in Mumbai, deepening its India presence and expected to provide stable, growing income. MLT is trading at fair valuations with a 6.0% yield and an “Accumulate on Weakness” recommendation.
- Seatrium reported strong FY2025 results, with improved profitability, a robust order book, stronger balance sheet, and resumed capital returns. The company is focused on diversification, margin expansion, and capital optimisation. It is well positioned for energy transition and offshore infrastructure growth, with a potential upside of 16% and an “Accumulate on Weakness” rating.
- China’s convertible bonds are attracting strong demand due to improved credit risk, equity market rebound, and lower volatility compared to traditional equities or debt.
- BCA Research favours infrastructure and real assets over private credit, with public infrastructure and REITs providing good exposure for investors seeking shorter duration and liquidity.
- Institutional investors were net sellers (-S\$93m), while retail investors were net buyers (+S\$167m) on SGX during the week of 9 March 2026.
- The report also lists recent share buybacks, insider transactions, upcoming dividends, and ex-dividend dates for major 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
