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Sunday, October 19th, 2025

Singapore Market Insights: CapitaLand, Q&M Dental Expansion, Fund Flows & Key Stock Highlights – October 2025 Summary

Broker Name: Lim & Tan Securities
Date of Report: 17 October 2025

Excerpt from Lim & Tan Securities report.

Report Summary

  • CapitaLand Investment’s self-storage platform, Extra Space Asia (ESA), is investing nearly S\$100 million to build its flagship facility in Singapore and acquiring three self-storage sites in Tokyo, expanding its Asian portfolio and targeting S\$2 billion AUM by 2028.
  • Q & M Dental Group signed a non-binding MOU to acquire a large Thai dental clinic network (30+ clinics), marking its entry into Thailand; the deal includes a multi-year profit guarantee, leadership continuity, and aims to enhance Q&M’s regional presence and earnings diversification.
  • US office real estate is seen as undervalued with limited downside risk, while China’s upcoming fourth plenum is set to review the 15th Five-Year Plan, with a key focus on potential shifts in economic strategy towards domestic consumption.
  • Institutional investors net bought S\$503 million in Singapore equities in the week of 29 September 2025, while retail investors were net sellers, with significant movements in banks, REITs, and large-cap stocks.
  • The report also provides updates on major share buybacks, dividend schedules, SGX watch-list companies, and key upcoming results dates for Singapore-listed firms.

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

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