Thursday, October 9th, 2025

Singapore Stock Market 2025 Outlook: Year-End Rally, SMC Opportunities & Top Value Picks | DBS Insights 1

Broker Name: DBS
Date of Report: 07 Oct 2025
Excerpt from DBS report.

  • Report Summary
  • DBS maintains a positive outlook for the Singapore market ahead of a potential year-end rally, driven by MAS market support, strong dividend yields, and seasonal trends.
  • Small-mid cap stocks are highlighted as key beneficiaries in Q4 due to new EQDP initiatives, enhanced GEMS scheme, and a forthcoming “Value Unlock” package. Stocks such as SIA Eng, IFAST, UMS, Frencken, ComfortDelGro, NetLink, Nam Cheong, Valuetronics, Haw Par, F&N, UOL, Singapore Land, and CityDev are noted as potential winners.
  • The new Fullerton Singapore Value-Up Fund, the first under the EQDP, will invest in 20-40 Singapore-listed stocks, further supporting liquidity and visibility for SMCs.
  • Technology and industrial sectors remain favored, with top picks including UMS, Frencken, SIA Eng, SATS, Yangzijiang, and Seatrium. SREITs are recommended on pullbacks.
  • Positive developments in US-China relations could further catalyze the market rally.

Above is an excerpt from a report by DBS. Clients of DBS can be the first to access the full report from the DBS website: https://www.dbs.com/insightsdirect

Frasers Hospitality Trust: Market Chatter, Privatization Speculation, and Navigating Financial Challenges

In recent months, there has been renewed market speculation regarding the potential privatization of Frasers Hospitality Trust (FHT). This follows a previous attempt in 2022, where Frasers Property Limited (FPL) proposed to take FHT...

Food Empire Holdings (FEH) 2025 Analysis: Strong Core Earnings, Growth Prospects & Investment Opportunity in Singapore F&B Sector

Broker: CGS International Date of Report: July 1, 2025 Food Empire Holdings: Core Earnings in Focus Amid Strong Growth Prospects and Regional Challenges Executive Summary Food Empire Holdings Ltd (FEH), a leading Singapore-based food...

Malaysia’s Renewable Energy Boom: 2GW Solar Capacity Expansion and Investment Opportunities in 2025

Malaysia Renewable Energy: Comprehensive Analysis and Investment Insights Malaysia Renewable Energy: Comprehensive Analysis and Investment Insights Date: January 20, 2025 Prepared By: Maybank Investment Bank Berhad Introduction Malaysia’s renewable energy sector is on the...