Weekly: Centurion, Raffles Medical, Nam Cheong, & Aoxin Q & M directors see Huge Acquisitions
Over the five sessions, more than 130 director interests and substantial shareholdings were filed for more than 50 primary-listed stocks. Directors or CEOs reported 25 acquisitions and five disposals, while substantial shareholders recorded nine acquisitions and 10 disposals. This included CEO or director acquisitions filed for ASTI Holdings, Avi‑Tech Holdings, CapitaLand China Trust, Centurion Corporation, Duty Free International, Far East Orchard, Hyphens Pharma International, IFS Capital, Megachem, Nam Cheong, and Raffles Medical Group. On March 4, Silchester International Investors also increased their interest in ComfortDelGro Corporation from 6.86% to 7.05%, following the acquisition of 4 million shares at an average price of S$1.46 each. This followed Silchester re-establishing itse
UI Boustead REIT: A New Entrant in Singapore’s Industrial REIT Space
UI Boustead REIT is expected to commence trading on the SGX Mainboard on 12 March. The REIT has a mandate to invest in logistics, general industrial, hi‑specs industrial and business space properties across the Asia Pacific region. The IPO portfolio comprises 23 properties, of which 21 are leasehold assets located in Singapore and two are freehold properties in Japan. The total agreed property valuation stands at S$1.9 billion, with a total gross floor area of 5.9 million square feet and a net lettable area of 5.3 million square feet. The portfolio is well diversified across the various property types, with no single property type contributing more than 30 per cent of the agreed property value. The REIT’s portfolio currently has an occupancy rate of 89.4%. Key properties include Razer’s So
Valuemax, CLINT & Marco Polo Marine drive SGX capital raising wave amid strong sector rotation
Ahead of the final session of February, SGX-listed stocks have been averaging S$1.7 billion in average daily turnover over the first two months of 2026. Institutions have been net buyers across the Industrials, Real Estate (excluding REITs), Telecommunications, Consumer Cyclicals, Technology (hardware and software), Consumer Non‑Cyclicals, and Materials & Resources sectors. Meanwhile retail has been net buying the Financial Services, REITs, Utilities, Healthcare and Energy/Oil & Gas sectors. Across recent SGX corporate actions and results last week, $ValueMax(T6I.SI)$ has broadened its institutional investor base via a 34.8 million share block trade, $CapLand India T(CY6U.SI)$ has
DCRU, AJBU & NTDU - Data Centre S-REITs Stay Resilient on AI tailwinds
Pure-play data centre (DC) real estate investment trusts in Singapore (S-REITs) have delivered resilient financial performance in their latest results ended December with high occupancy and strong rental reversion amid cloud and artificial intelligence (AI) adoption. The three pure-play DC S-REITs – Keppel DC REIT, Digital Core REIT and NTT DC REIT – also saw stronger distributable income in the latest reporting period, on the back of higher revenue. CBRE noted in a report this month that forecasts for aggregate hyperscale capital expenditure in 2026 are north of US$400 billion globally, with the likes of $Alphabet(GOOG)$$Alphabet(GOOGL)$$Amazon.com(AMZN)$
Net Institutional Inflows SMIDs: InnoTek, Frencken, AEM and CSE
Singapore’s 50 small‑ to mid‑cap stocks (SMIDs) with the highest year‑to‑date net‑institutional‑inflow‑to‑market‑cap ratios in 2026 (to Feb 6) span as many as 10 sectors, with a combined average daily turnover of S$170 million. The 10 SMIDs with the highest ratio maintain a collective focus on precision manufacturing and testing, engineering and environmental services, construction, logistics execution, metal fabrication and resources. This somewhat mirrors the city‑state’s export‑oriented industrial depth, positioned for supply‑chain diversification and ongoing infrastructure demand. These 10 stocks also include four Technology names, with the broader backdrop of global supply chains pivoting toward reliability, technology upgrading and higher‑value industrial activity. The 10 SMIDs
Weekly: CLAS, ComfortDelGro & AcroMeta directors see Huge Acquisitions
Over the five sessions, more than 50 director interests and substantial shareholdings were filed for around 30 primary-listed stocks. Directors or CEOs reported two acquisitions and four disposals, while substantial shareholders recorded four acquisitions and seven disposals. 1. $CapLand Ascott T(HMN.SI)$ On February 2, CEO and executive non-independent director Serena Teo Joo Ling purchased 500,000 stapled securities at S$0.980 per unit, increasing her direct interest from 0.03% to 0.04%. Similarly, Ms Teo also acquired 500,000 stapled securities at S$0.895 per unit on the open market a year ago, back on February 3, 2025. CapitaLand Ascott Trust (CLAS) is a stapled group consisting of CapitaLand Ascott Real Estate Investment Trust a