Reward 500 Tiger-coins$Straits Times Index(STI.SI)$ rose for the 12th straight trading day on Tuesday, marking its longest winning streak in history. The rally has been driven by gains in banking, telecommunications, and industrial stocks.
Singapore’s market has become a relative safe haven amid rising global risks.
With ample liquidity, a strong domestic currency, and low interest rates, dividend-yielding stocks are increasingly attractive. DBS Bank analysts noted, “Low interest rates and a lack of alternative income-generating assets may continue to support activity in the Singapore market.”
Some analysts attribute the STI's strong performance to inflows of safe-haven capital. One fund management company even launched the first-ever unit trust specifically designed to track the STI.
During this period, institutional investors have been net buyers in the Singapore market, with net inflows exceeding SGD 400 million.
Bank & Temasek picked blue-chip stocks performed strongly.
In addition to the bank stocks that make up more than half of the STI's weight, several Temasek-linked blue-chip stocks have also performed strongly. $ST Engineering(S63.SI)$ has surged 80% year-to-date, $SEMBCORP INDUSTRIES LTD(U96.SI)$ Industries is up nearly 40%, and $Singtel(Z74.SI)$ has climbed about 35%.
Sembcorp Industries, originally a traditional energy and maritime company, has seen a significant share price increase over the past five years after spinning off its marine business and pivoting toward renewable energy. This transformation has been supported by major shareholder Temasek. These Singapore-based firms form a critical part of Temasek’s portfolio, and the investment company frequently engages with them on enhancing shareholder value and long-term strategy.
In the coming weeks, many Singapore-listed companies will report their H1 2025 earnings. Whether they can exceed market expectations will have a direct impact on the STI’s short-term outlook.
How do you view $Straits Times Index(STI.SI)$’s straight rises and new all time highs?
Which outstanding stocks are you holding?
Are you bullish on upcoming earnings? $Frasers Cpt Tr(J69U.SI)$ $Keppel DC Reit(AJBU.SI)$
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Comments
Since I am a glass half full kind of person, I believe that it will. But even if there is a temporary pullback, it is time to swoop in to bargain hunt.
I am eyeing a few great stocks like $Sheng Siong(OV8.SI)$ $SGX(S68.SI)$ and $DBS Group Holdings(D05.SI)$.
As a Singaporean, I believe in our Singapore market. It may not have the drama of tech heavy Nasdaq but it is like that quietly competent auntie who never misses a red packet season and always manages her household with legendary efficiency.
@Tiger_SG @Tiger_comments @TigerStars @CaptainTiger @TigerClub
在我的投资组合中，我持有星展银行、华侨银行、大华银行和胜科工业。这些股票提供了稳定性、股息和增长潜力的强大组合。我特别喜欢胜科如何以清洁能源为重点转变其业务。随着淡马锡积极追求长期价值，我认为如果盈利保持不变，这些股票将继续上涨。
我还在关注Frasers Centrepoint Trust和Keppel DC REIT即将发布的2025年上半年业绩，看看它们是否能实现稳定的DPU和增长。总体而言，海指的反弹看起来基本面良好，我计划保持投资，同时在回调期间选择性增持。
@Tiger_SG @TigerStars @Tiger_comments
However, it’s worth noting that much of the rally appears to be driven by a handful of large-cap banks and Temasek-linked blue-chip stocks. This concentration could make the uptrend somewhat vulnerable to shifts in sentiment or sector-specific news。。。
As always, it's important to assess the underlying fundamentals, watch valuations closely, and remain mindful of the potential for short-term pullbacks after such strong upward momentum。。。
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@Huat99