YZJ Maritime & Telechoice: 2 SGX Stocks Institutions Are Buying
While US markets extended gains on potential Iran talks, smart money in Singapore rotated aggressively last week.Net institutional inflows hit S$33 million (vs. -S$121 million the prior week), according to SGX data.Where did they go?Not the usual REITs. Industrials saw the biggest net buys (+S$49.8m), followed by Energy (+S$3.3m), while Technology was dumped (-S$27.9m).Two names stand out — one a shipping asset owner with a 20% cost advantage, the other a telco/ICT turnaround tripling its dividend.Let's decode.1. YZJ Maritime (BS6 SG): The "Asset Play" No One Is Talking About 🚢Institutional angle: Yangzijiang Maritime is often seen as a builder. But their maritime leasing arm (YZJ Maritime) just quietly secured US$89.8m in vessel leases — 12 tankers + 1 AHTS vessel, tenure 1–8 years.Why in
Singapore: Macro Resilience in a Higher Risk Global Environment The advance 1Q26 GDP report indicates that Singapore’s economy has remained resilient on a YoY basis, while overall sequential momentum has softened amid rising imported cost pressures. March PMI data pointed to businesses placing greater emphasis on margin protection, inventory management, and supply resilience, as input and output prices continue to rise and stockbuilding accelerates. Taken together, these developments are consistent with an operating environment increasingly shaped by external cost and geopolitical risks rather than a sharp deterioration in domestic demand. The MAS MPS on April 14 also made a slight increase in the rate of appreciation of the S$NEER policy band. This allows the Singapore dollar to appreciat
📊SGX Market in April: Fund Flows, Yield Plays & Hidden Growth Names
Hi Tigers 👋 Singapore’s market may look “quiet” on the surface — but beneath that stability, there are actually some interesting shifts happening. So the question is: 👉 Where is the money flowing, and where are the real opportunities now? Let’s break it down. 1. 📊 Market Overview: Stability with a Positive Bias The $Straits Times Index(STI.SI)$ is showing steady resilience: YTD: +6.7% Trading close to its 52-week highs Compared to global markets, Singapore continues to stand out as a low-volatility, defensive market. At the same time, the macro backdrop is quietly improving: 3M SORA declining → easing liquidity conditions SG 10Y bond yield ~2.2% → relatively stable rate environment 💡 What does this mean? Lower rates + stable yields = supportive