Broker Name: OCBC Group
Date of Report: 2 March 2026

Excerpt from OCBC Group report:

• Report Summary:
• Geopolitical tensions and President Trump’s Iran strike have increased global market uncertainty, causing risk aversion and boosting precious metals prices, especially gold, now above \$5,300.
• Large-cap tech stocks have lost momentum, with investors shifting to industrials, real estate, small-cap, and international stocks; Asian hardware firms outperform amid AI buildout.
• Singapore market shows resilience, with STI up 0.6%, and notable sector performance and turnover increases.
• Research ideas highlight strong results from Seatrium Limited, Bumitama Agri, UOL Group, Stoneweg Europe Stapled Trust, and Golden Agri-Resources, with several upgraded to BUY on improved earnings, dividends, and asset strategies.
• OCBC Group provides updated fair value estimates on key stocks and reviews market capitalisation rankings for STI constituents.
• The report includes disclaimers, rating definitions, and guidance for OCBC clients and cross-border readers.

Above is an excerpt from a report by OCBC Group. Clients of OCBC Group can be the first to access the full report from the OCBC website.