Key Indices
Top Stories
Strategy | Singapore SMID-Cap Top Picks
- Our SMID-cap retail webinar on 8 Oct 26 attracted more than 100 retail investors. The Q&A primarily focused on the recent sell-off in Singapore banks and SMID-cap stocks, potential buying opportunities, sector rotation and the impact of rising interest rates. We reiterated our positive stance on selected SMID-cap names, highlighting BKM, OTEK, FEH and RSTON as our top picks.
Sector Update | Technology
- Semiconductor-related stocks are expected to report stronger earnings in 3Q26, while the others are expected to show decent growth. We recommend staying selective on stocks with strong balance sheets and attractive yields. Valuations of semiconductor stocks are relatively rich. Our top picks are Valuetronics, Riverstone and Venture given their attractive yields, valuation and healthy growth prospects. Maintain MARKET WEIGHT.
Market Spotlight
- US stocks were mixed on Monday. The Dow Jones fell while the S&P 500 and Nasdaq rose as the utilities, real estate and financials sectors slid. There were more decliners than advancers on both the NASDAQ and NYSE.
- The FSSTI fell 3.53pt to 5,412.00, on the back of weakness in OCBC Bank and UMS, with both mid- and smallcap indices falling with a broad market decline on S$1.64b turnover.
Technical Analysis
DBS Group (DBS SP)
Trading Sell Range: S$74.50-74.52
Singapore Exchange (SGX SP)
Trading Sell Range: S$20.86-20.87
Top Stories
Strategy | Singapore SMID-Cap Top Picks
- Our SMID-cap retail webinar on 8 Oct 26 attracted more than 100 retail investors. The Q&A primarily focused on the recent sell-off in Singapore banks and SMID-cap stocks, potential buying opportunities, sector rotation and the impact of rising interest rates. We reiterated our positive stance on selected SMID-cap names, highlighting BKM, OTEK, FEH and RSTON as our top picks.
Sector Update | Technology
- Semiconductor-related stocks are expected to report stronger earnings in 3Q26, while the others are expected to show decent growth. We recommend staying selective on stocks with strong balance sheets and attractive yields. Valuations of semiconductor stocks are relatively rich. Our top picks are Valuetronics, Riverstone and Venture given their attractive yields, valuation and healthy growth prospects. Maintain MARKET WEIGHT.
Market Spotlight
- US stocks were mixed on Monday. The Dow Jones fell while the S&P 500 and Nasdaq rose as the utilities, real estate and financials sectors slid. There were more decliners than advancers on both the NASDAQ and NYSE.
- The FSSTI fell 3.53pt to 5,412.00, on the back of weakness in OCBC Bank and UMS, with both mid- and smallcap indices falling with a broad market decline on S$1.64b turnover.
Technical Analysis
DBS Group (DBS SP)
Trading Sell Range: S$74.50-74.52
Singapore Exchange (SGX SP)
Trading Sell Range: S$20.86-20.87
Key Indices
IMPORTANT NOTICE - DISCLOSURES AND DISCLAIMERS
This report is provided subject to, and must be read together with, the full Disclosures / Disclaimers available at this link, which are incorporated by reference into this report. In particular, this report is intended for general circulation and informational purposes only and does not constitute personal investment advice or a recommendation to buy or sell any investment product or security. You should independently evaluate the information and, where necessary, seek advice from a qualified financial adviser regarding the suitability of any investment. Analyst certifications required under applicable regulations, including SEC Regulation AC (where relevant), are included in this report. By accessing, receiving or using this report, you acknowledge that you have read, understood and agreed to be bound by the Disclosures / Disclaimers, as may be amended, supplemented or updated from time to time.
