Report Summary

• Sing Holdings is highlighted as a compelling investment due to the imminent profit recognition from its fully sold North Gaia EC project, expected to contribute S\$105–110m in after-tax profit, significantly boosting NAV and potentially enabling a special dividend; shares are trading below pro-forma NAV.
• Infinity Development is also noted for its attractive 8-9% dividend yield, low PE ratio, and 15% growth rate, with positive management outlook and strong investor feedback following a plant visit, suggesting continued growth and investment potential.
• Sector fund flow data indicate strong institutional net buying, particularly in financial services, real estate, and technology, while retail investors were net sellers; institutional investors remain optimistic about market prospects.
• Macro news includes expectations of further Fed rate cuts due to weakening US employment and easing inflation pressures, and a notable China-India EV technology transfer deal between Chery Automobile and JSW Group.
• Highlights of recent share transactions, buybacks, and upcoming dividend ex-dates for several listed companies are provided, along with a calendar of key corporate events and earnings releases.