Thursday, May 1st, 2025

Category: Market Updates

“Global Market Volatility: Earnings Season Fears, Recession Jitters, and Stock Market Risks”

Lim & Tan Securities Pte Ltd Date of Report: 11 April 2025 Market Turbulence: Earnings Deterioration and Economic Recession Fears The global financial markets are bracing for a severe deterioration in earnings as the...

Data Centre REITs Poised for Growth: UOB Kay Hian Analysts Weigh In on the Next Wave of Demand [[Page 1]]

UOB Kay Hian Private Limited Friday, 11 April 2025 Data Centre REITs – Reasoning AI Models Usher In The Next Wave Of Demand The advent of new Reasoning AI models, including OpenAI GPT-5, will...

Tariff-Proof Titans: Where to Invest Amid Global Trade Turmoil – From Singapore Dividend Stars to AI-Powered US Software Giants

Singapore stock picks: OCBC and UOB continue to offer solid dividend cover (1.67x and 1.98x respectively) despite recent share price volatility. While analysts have turned cautious on banks, their commitment to paying out at...

📉Tariff Headwinds Pose Near-Term Risk for Mapletree Logistics Trust, While Elite UK REIT Banks on Government Leases and Living Sector Expansion for Growth📦

SGX: M44U (Mapletree Logistics Trust) 📉 JP Morgan Flags Near-Term Risk for Mapletree Logistics Trust Amid Tariff Turmoil 📦 MLT shares seen pricing in mild downside, but worst-case scenario suggests 38% drop JP Morgan...

SATS Ltd: Tempered Volume Growth Assumptions Amid Global Economic Uncertainty

SATS Ltd: Tempered Growth Expectations Amidst Global Headwinds CGS International | April 10, 2025 Uncertain Macroeconomic Outlook Dents SATS’s Growth Prospects SATS Ltd, a leading provider of aviation services, faces a challenging period ahead...

ComfortDelGro: A Shelter from the Tariff Storm

Singapore Transport Sector Braces for Increased Competition Maybank Research Pte. Ltd. | April 10, 2025 ComfortDelGro Maintains Defensive Positioning Amid New Street-Hail Operator License Singapore’s transport regulator LTA recently awarded a street-hail service operator...

Venture Faces Margin Downside from Tariffs, But Offers 7% Yield – Hold

Venture Corporation: Margin Pressures Amid Global Uncertainties Maybank Research Pte. Ltd. | April 9, 2025 Venture Faces Margin Downside from Tariffs Venture Corporation (VMS SP) is an electronics manufacturing services and ODM provider with...

Frasers Centrepoint Trust Rebounds at Deep Retracement Level Support

Frasers Centrepoint Trust: Rebounding at a Deep Support Level CGS International Research Report | April 10, 2025 Frasers Centrepoint Trust (FCT) has seen a significant rebound after reaching a deep retracement level support, according...

🏢 S-Reits Slide on Trump Tariffs—but Analysts Still Back Them as ‘Safe Havens’

Manulife US REIT (SGX:BTOU), Prime US REIT (SGX:OXMU), Keppel Pacific Oak US REIT (SGX:CMOU) U.S. Office Reits Among Hardest Hit in Tariff-Driven Selloff Singapore-listed S-Reits took a hit on Wednesday (Apr 9) following the...

🛡️ Grab and Sea Ride Out Trump’s Tariff Storm as Analysts Bet on Long-Term Gains

Grab Holdings Ltd (NASDAQ:GRAB), Sea Ltd (NYSE:SE) SINGAPORE — Despite sharp sell-offs triggered by U.S. President Donald Trump’s sweeping tariffs, Singapore-based tech giants Grab and Sea are emerging as defensive plays amid escalating trade...