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Tuesday, February 3rd, 2026

Category: Market Updates

Delfi Ltd 2025 Outlook: Margin Recovery, Cocoa Price Impact & Investment Analysis – Singapore Food & Beverage Stock Review 1

Broker Name: CGS International Date of Report: November 13, 2025 Excerpt from CGS International report. Report Summary Delfi Ltd’s margin pressures from high cocoa prices are expected to ease as raw material costs fall...

Singapore Market Update Nov 2025: Key Stock Picks, Institutional Flows & Marco Polo Marine’s Record Contract Win

Broker Name: Lim & Tan Securities Date of Report: 14 November 2025 Excerpt from Lim & Tan Securities report. Report Summary Singapore’s FSSTI index is performing strongly YTD, up 20.8%, with robust fund flows...

AEM Holdings Ltd 2025-2027 Outlook: Earnings Miss, AI Opportunities & Legal Risks – Analyst Report Summary

Broker: CGS InternationalDate of Report: November 13, 2025 Excerpt from CGS International report. Report Summary AEM Holdings Ltd posted 3Q25 revenues up 31.1% year-on-year, but net profit was weak at S\$0.9m due to stock...

Marco Polo Marine Secures S$198m Newbuild Contract, Targets Strong Profit Growth and ESG Leadership in 2025-2029 13

Broker Name: CGS International Date of Report: November 13, 2025 Excerpt from CGS International report. Report Summary Marco Polo Marine (MPM) secured its largest-ever newbuild contract valued at S\$198 million for an oceanographic research...

Bumitama Agri 2025-2026 Outlook: Strong Earnings, High Dividend Yield & ESG Progress | Plantation Stock Analysis

Broker Name: CGS International Date of Report: November 14, 2025 Excerpt from CGS International report. Report Summary Bumitama Agri’s 9M25 core net profit reached 63%/71% of CGS International/Bloomberg consensus full-year forecasts, in line with...

Singapore Airlines 2025-2026 Earnings Review: Air India Losses, Dividend Outlook & ESG Progress

Broker Name: CGS International Securities Date of Report: November 14, 2025 Excerpt from CGS International Securities report. Report Summary Singapore Airlines (SIA) reported a significant drop in 1HFY26 core net profit, largely due to...

Singtel (ST SP) 2025 Outlook: Strong Core Growth, Data Center Expansion & Buy Rating – Maybank Research Summary

Broker Name: Maybank Research Pte Ltd Date of Report: November 14, 2025 Excerpt from Maybank Research Pte Ltd report. Report Summary: Maybank Research reiterates its BUY call on Singapore Telecommunications (Singtel), raising its target...

CapitaLand Investment Ltd (CLI) 2025 Outlook: Steady Growth, Portfolio Optimization & Strong Buy Recommendation | Maybank Research Analysis

Broker Name: Maybank Research Pte Ltd Date of Report: November 13, 2025 Excerpt from Maybank Research Pte Ltd report. Report Summary CapitaLand Investment Ltd (CLI) continues to optimize its portfolio and unlock value through...

Seatrium Limited 2025 Company Update: Earnings Outlook, Order Book, and Investment Risks Explained

Broker: OCBC Investment Research Date of Report: 13 November 2025 Excerpt from OCBC Investment Research report. Report Summary Seatrium Limited, a leading Singapore-based offshore, marine, and energy engineering group, reported a net order book...

Food Empire Holdings 2025: Strong Growth in Russia, Ukraine & Vietnam Drives Record Revenue and Profits

Broker Name: Maybank Research Pte Ltd Date of Report: November 13, 2025 Excerpt from Maybank Research Pte Ltd report. Report Summary Food Empire Holdings (FEH) posted strong growth in 3Q25, with revenue up 28%...