Reward 500 Tiger-coinsWhile global markets were hit by heavy turbulence in Q1 2026 (FTSE Global Index down 3.0%), $Solidion Technology Inc.(STI)$ stood like a fortress! Not only did it rise 5.1%, but its total return including dividends reached a solid 5.6%.
The Industrials and Consumer sectors were the stars of the show. ST Engineering and Wilmar International led the blue-chip charge, while AEM (the MVP of mid-caps) delivered a jaw-dropping 142.4% return in just three months!
Top 10 Best Performing Large-Cap Stocks (Market Cap > S$10B):
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$ST Engineering(S63.SI)$ : +28.4% 🚀
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$Wilmar Intl(F34.SI)$: +25.0%
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$SGX(S68.SI)$ +15.8%
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$HPL(H15.SI)$ +14.5%
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$Keppel(BN4.SI)$ - +13.7%
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$OCBC Bank(O39.SI)$ +11.2%
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$Sembcorp Ind(U96.SI)$ - +10.1%
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$YZJ Shipbldg SGD(BS6.SI)$ - +8.6%
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$Singtel(Z74.SI)$ - +8.6%
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$IHH(Q0F.SI)$- +6.9%
Top 10 Most Traded Mid-Cap Stocks (by Daily Average Value)
Growth is great, but liquidity is king! We saw a massive surge in market participation for Small & Mid-cap stocks this quarter. Did you trade any of these "Most Active" counters?
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$Seatrium Ltd(5E2.SI)$ - $33.74M
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$Genting Sing(G13.SI)$ - $27.33M
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$Keppel DC Reit(AJBU.SI)$ - $27.01M
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$CityDev(C09.SI)$ - $26.64M
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$CapLand Ascendas REIT(A17U.SI)$ - $22.42M
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$CapLand IntCom T(C38U.SI)$ - $21.79M
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$IFAST(AIY.SI)$ - $18.27M
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$AEM SGD(AWX.SI)$ - $18.18M
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$Mapletree Log Tr(M44U.SI)$ - $17.88M
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$SATS(S58.SI)$ - $17.29M
🧐 What is the "Smart Money" Buying?
Institutional investors are pouring capital into Industrials, Consumer Discretionary, and Telecommunications.
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Singtel (Z74) and SIA (C6L) were the top institutional picks.
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The Buyback Wave: Companies are betting on themselves! Singtel led the charge with a massive buyback program, followed by OCBC and Keppel. This "capital return" behavior provides a strong floor for share prices.
For those who prefer the Dollar Cost Averaging (DCA) route, the data is clear: Monthly DCA into the STI ETF since late 2019 would have yielded an indicative CAGR of 8.4%. In an inflationary world, that kind of compounding is hard to ignore.
While March saw a 2.2% dip due to geopolitical tensions and rising oil costs, Singapore's 5.8% GDP growth forecast—driven by the AI-led electronics cycle—remains a powerful tailwind.
Discussion
How did your portfolio look at the end of Q1 2026?
Which of the Top 10 Traded Stocks above did you have in your portfolio?
Are you on the board of top performers or top traded lists?
The REITs (CICT/Keppel DC) – Are the dividends still keeping you comfy?
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Comments
I track the heavyweights that dominated the "Top 10" list this quarter. If I were to pick the winners from that list, they would be Singtel (Z74), which saw S$274.2 million in net institutional buying, and SGX Group (S68), which delivered a massive 15.8% total return. These stocks were the engines of liquidity and growth in an otherwise choppy market.
Institutional buying into Singtel, SIA, Industrials, and telecom stocks, plus buybacks from Singtel, OCBC, and Keppel, adds strong price support. REITs like $CapLand IntCom T(C38U.SI)$ and $Keppel DC Reit(AJBU.SI)$ also remain appealing for dividend income. Liquidity staying strong in mid-cap names is another encouraging sign for market participation.
For me, this confirms the value of balancing growth opportunities with long-term DCA investing into STI ETFs to capture Singapore’s AI-driven growth story. Singapore’s GDP outlook also provides a supportive macro backdrop. Staying diversified across growth, dividends, and defensive holdings feels like the smartest approach here.
@Tiger_SG @TigerStars @Tiger_comments @TigerClub
Portfolio-wise, focus should be:
Core: AI, semis, infra
Tactical: oversold cyclicals
Avoid: hype-driven turnover plays
For REITs:
CapitaLand Integrated Commercial Trust: stable, decent income, but limited upside
Keppel DC REIT: AI tailwind, but rate-sensitive
Dividends are “comfortable” only if rates fall. Otherwise, yields are less compelling vs risk-free returns.
Bottom line: REITs = income buffer, not growth engine.
Yes, the dividends are still "comfy" but require a watchful eye. CICT (C38U) is maintaining a steady 4.99% yield backed by high occupancy, while Keppel DC REIT (AJBU) offers a reliable 4.5% to 4.6% yield. While their share prices have been dampened by high interest rates, their payout ratios remain healthy, providing the essential "sleep-at-night" income for yield-focused investors.