Broker: Lim & Tan Securities
Date of Report: 25 November 2025
Excerpt from Lim & Tan Securities report.
- Wall Street stocks rallied as expectations grew for a US Fed rate cut in December, with tech stocks leading gains.
- CDL Hospitality Trust signed a new five-year lease for Grand Millennium Auckland, securing minimum rent and performance upside; HOLD rating maintained due to limited price upside.
- CapitaLand Investment (CLI) was appointed for retail management of Coronation Square Mall in Johor Bahru, boosting prospects as a cross-border lifestyle hub; BUY rating maintained with significant upside potential.
- China’s Seres Group, in partnership with Huawei, has quickly overtaken legacy luxury car brands in China’s high-end EV market, despite economic headwinds and price wars.
- US inflation remains contained except for tariffs-driven price rises; BCA Research recommends staying long US bonds, expecting policy divergence with the Eurozone.
- Institutional investors net sold S\$299.8m while retail investors net bought S\$368m in the week of 17 November; top retail buys included DBS, Sembcorp Industries, and UOB.
- Upcoming dividends and corporate actions listed for various 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: https://www.limtan.com.sg
