Broker Name: Lim & Tan Securities
Date of Report: 4 February 2026
Excerpt from Lim & Tan Securities report.
Report Summary
- The Singapore market (FSSTI) continues its uptrend, supported by strong infrastructure spending and healthy corporate earnings, with OKP Holdings highlighted for its robust order book and margin improvements.
- Keppel Infrastructure Trust (KIT) shows solid growth driven by capital recycling and portfolio expansion, maintaining attractive yields and stable distributions, with a positive outlook in a dovish environment.
- China’s luxury market is stabilizing, with domestic spending accounting for 65% of luxury purchases, and brands focusing on “true value” and innovation outperforming.
- Fund flow data indicates institutional investors were net sellers while retail investors were net buyers in late January 2026, with sector rotation evident in financials, REITs, and technology.
- Dividend announcements and share buybacks remain active, reflecting ongoing corporate confidence and shareholder returns.
- The report includes upcoming corporate earnings and dividend distribution dates, offering a forward-looking view for market participants.
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: www.limtan.com.sg
