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Wednesday, February 4th, 2026

Category: Market Updates

Seatrium Ltd Secures US$1bn BP Tiber FPU Contract, Boosting Order Book and Profit Outlook – November 2025 Analyst Report

Broker Name: CGS International Date of Report: November 26, 2025 Excerpt from CGS International report. Report Summary Seatrium Ltd (STM) secured a second consecutive Floating Production Unit (FPU) contract from BP, valued at approximately...

Thai Beverage (THBEV) 2025-2027 Outlook: Dividend Yield, Financials & Growth Prospects Explained

Broker: Maybank Research Pte Ltd Date of Report: November 27, 2025 Excerpt from Maybank Research Pte Ltd report. Report Summary Thai Beverage PCL (ThaiBev) reported weaker-than-expected FY25 results, with net profit falling by 7%...

Singapore REITs Outlook 2026: Top Picks, DPU Growth, and Key Investment Themes Revealed

Broker Name: OCBC Investment Research Date of Report: 26 November 2025 Excerpt from OCBC Investment Research report. Report Summary OCBC Investment Research sees three key themes for Singapore REITs in 2026: (1) Distribution per...

Hong Kong & China 2026 Market Outlook: Top Investment Themes, Stock Picks & Sector Strategies 3101115

Broker Name: DBS Bank (Hong Kong) Limited Date of Report: 26 November 2025 Excerpt from DBS Bank (Hong Kong) Limited report. Report Summary DBS expects the Hong Kong bull market to extend into 2026...

Wall Street Cheers Rate-Cut Hopes as Jumbo Group Posts Softer Earnings

Wall Street Cheers Rate-Cut Hopes as Jumbo Group Posts Softer Earnings SGX:42R.SI:Jumbo Group Jumbo Group reported full-year earnings of $8.7 million, down 36.6% y-o-y on higher operating costs. The board recommended a final tax-exempt...

Singapore Market Recap: Seatrium Wins BP Contract, Kimly Delivers Resilient FY2025 Results, Key Fund Flows & Dividend Updates

Lim & Tan Securities — Daily Review | 26 November 2025 Excerpt from Lim & Tan Securities report. US and Global Markets: US equity indexes rose, fueled by expectations of a third consecutive interest...

Wee Hur Holdings Singapore: Orderbook Growth, Diversification & Strong Upside in Construction, PBWA, and PBSA Sectors (2025 Update) 1

Broker Name: CGS International Date of Report: November 25, 2025 Excerpt from CGS International report. Report Summary Wee Hur Holdings Ltd (WHUR) is experiencing strong momentum in contract wins, with its construction orderbook expected...

Alibaba 2QFY3/26 Earnings: Strong Cloud & Food Delivery Revenue Growth Despite Profit Miss

Broker Name: (Broker name not explicitly stated in the provided document. Inferred: The style and content suggest a sell-side equity research report, likely from a major broker covering Alibaba, but the specific broker is...

Ping An Drives Southbound Flows in China Banks: Key Trends, Top Picks, and Sector Outlook for 2025

CGS International, November 25, 2025 Excerpt from CGS International report. Report Summary Ping An Asset Management is the largest and most influential Southbound investor in China’s H-share banks, holding dominant stakes in top names...

Thai Beverage (THBEV) FY25 Results: Revenue & Earnings Down, Recovery Expected in 2026 1

Broker name: (Not explicitly stated in the document, inferred to be DBS based on writing style and terminology) Date of report: 26 Nov 2025 Excerpt from DBS report. Report Summary Thai Beverage (THBEV) reported...