<ul><li>Amid regional declines on Monday, Singapore’s Financial and Technology sectors booked selective net institutional inflows. Financial sector net inflows were led by UOB, OCBC, SGX, Yangzijiang Maritime and UOBKH on Monday, with the five stocks averaging a 1.6% session decline.  </li><li>Technology sector net inflows were led by UMS, Venture, ISDN, PC Partner, Frencken, Nanofilm and AEM on Monday, averaging a 0.7% session decline, reflecting selective participation across capex-linked and semiconductor-facing names.  </li><li>Singapore’s outlook into 2H26 remains one of moderating but still resilient growth, supporting continued demand for electronics and capex-linked segments even as cost pressures build. However, rising energy and logistics costs alongside renewed trade frictions are tightening conditions, reinforcing more selective flows and at times erratic market behaviour.</li></ul> Between last Friday’s STI close and Monday’s open, global conditions turned notably tighter, with the US Dollar Index moving back above 100 for the first time in two months, 10-year US Treasury yields rising about 10 basis points, Brent crude up around US$2 per barrel, and Nasdaq futures down about 3.3%, reinforcing a more cautious and selective tone at the start of the week. The STI declined 1.7%, with the iEdge Singapore Next 50 Index down 1.0% and the iEdge S-REIT Index lower by 0.7%, with institutions overall net sellers and retail net buyers. However, flows were not broad-based, with activity becoming more selective across sectors.The global rotation pressures at the start of the week also saw overall net outflow to Singapore-listed ETFs, amid the broader risk-off conditions. However, as many as 35 ETFs recorded net inflows, amounting to around S$20 million, while the remaining 10 ETFs saw net outflows of S$41 million. Top inflows were led by SPDR Straits Times Index ETF at S$6 million, followed by Amova Singapore STI ETF and Lion-OCBC Securities Hang Seng Tech ETF at S$2.8 million each, Lion-Phillip S-Physical Gold ETF at S$2.3 million and Amova Asia ex-Japan REIT ETF at S$1.6 million. The next five ETFs booking net inflows were Amova SGD Investment Grade Corporate Bond ETF at S$0.9 million, SPDR S&amp;P 500 ETF Trust at S$0.7 million, Lion-Phillip S-REIT ETF at S$0.7 million, Lion-OCBC Securities APAC Financial Dividend ETF at S$0.5 million and Lion-OCBC Securities Singapore Low Carbon ETF at S$0.4 million, with overall net outflows masking broad-based inflows across the majority of ETFs. Financials and Tech Led Yesterday's Institutional Net Inflows Across local stocks, selective institutional flow landscape emerged on Monday, with net inflows concentrated in two primary sectors even as most sectors booked net outflows. Financial Services and Technology (Hardware/Software) anchored the day’s positive net institutional flows, securing S$26 million and S$9 million respectively, reflecting targeted positioning rather than broad-based risk appetite.Within Financial Services, net institutional inflows were led by United Overseas Bank, Oversea-Chinese Banking Corporation and Singapore Exchange, in addition to Yangzijiang Maritime Investments and UOB Kay Hian. This more than offset net outflow from DBS Group Holdings, that followed strong net inflow over the past week, and more than S$600 million net inflow in May.Technology flows were similarly selective, with institutional demand focused on capex-linked and semiconductor-facing names including UMS Holdings, Venture Corporation, ISDN Holdings, PC Partner Group, Frencken Group, Nanofilm Technologies International and AEM Holdings, while notable outflows in Addvalue Technologies and CSE Global, alongside broadly weaker price action across the sector, highlight both stock-level selectivity and a sector-level divergence in performance.The 20 stocks that booked the highest net institutional inflow yesterday are tabled below.   <table><tbody><tr><td>Stocks with Highest Net Institutional Inflow on Mon 8 June 2026</td><td>Code</td><td>YTD ADT S$M  </td><td>Mkt Cap S$M</td><td>YTD Px Chg %</td><td>YTD NIF S$M </td><td> Mon Px Chg % </td><td> Mon NIF S$M </td><td> Sector </td></tr><tr><td>UOB</td><td>U11</td><td>121.27</td><td>62,835</td><td>8</td><td>21.6 </td><td>-2.0</td><td>25.74 </td><td> Financial Services </td></tr><tr><td>Seatrium Ltd</td><td>5E2</td><td>35.08</td><td>6,850</td><td>-7</td><td>10.3 </td><td>-0.5</td><td>6.91 </td><td> Industrials </td></tr><tr><td>UMS</td><td>558</td><td>24.64</td><td>2,218</td><td>120</td><td>57.0 </td><td>-1.2</td><td>6.49 </td><td> Technology (Hardware/ Software) </td></tr><tr><td>OCBC Bank</td><td>O39</td><td>136.90</td><td>105,212</td><td>19</td><td>85.1 </td><td>-2.3</td><td>4.68 </td><td> Financial Services </td></tr><tr><td>YZJ Shipbldg SGD</td><td>BS6</td><td>78.22</td><td>13,671</td><td>-1</td><td>18.3 </td><td>-2.8</td><td>4.43 </td><td> Industrials </td></tr><tr><td>Keppel</td><td>BN4</td><td>56.58</td><td>19,021</td><td>2</td><td>-62.4 </td><td>-1.2</td><td>4.06 </td><td> Industrials </td></tr><tr><td>Venture</td><td>V03</td><td>14.51</td><td>5,072</td><td>16</td><td>44.1 </td><td>-1.7</td><td>3.85 </td><td> Technology (Hardware/ Software) </td></tr><tr><td>SGX</td><td>S68</td><td>56.52</td><td>22,949</td><td>26</td><td>163.8 </td><td>-1.4</td><td>3.02 </td><td> Financial Services </td></tr><tr><td>SATS</td><td>S58</td><td>20.27</td><td>5,764</td><td>1</td><td>40.0 </td><td>-3.3</td><td>2.66 </td><td> Industrials </td></tr><tr><td>HongkongLand USD</td><td>H78</td><td>31.67</td><td>20,036</td><td>4</td><td>38.6 </td><td>-1.6</td><td>2.19 </td><td> Real Estate (excl. REITs) </td></tr><tr><td>ISDN</td><td>I07</td><td>2.52</td><td>324</td><td>86</td><td>16.9 </td><td>3.6</td><td>2.15 </td><td> Technology (Hardware/ Software) </td></tr><tr><td>PC Partner</td><td>PCT</td><td>4.52</td><td>883</td><td>160</td><td>34.1 </td><td>1.8</td><td>1.95 </td><td> Technology (Hardware/ Software) </td></tr><tr><td>CapLand Ascendas REIT</td><td>A17U</td><td>52.45</td><td>12,264</td><td>-13</td><td>-239.4 </td><td>-0.4</td><td>1.74 </td><td> REITs </td></tr><tr><td>Frencken</td><td>E28</td><td>16.78</td><td>1,246</td><td>111</td><td>93.5 </td><td>-0.3</td><td>1.71 </td><td> Technology (Hardware/ Software) </td></tr><tr><td>Olam Group</td><td>VC2</td><td>7.61</td><td>4,644</td><td>26</td><td>-18.1 </td><td>-2.4</td><td>1.10 </td><td> Consumer Non-Cyclicals </td></tr><tr><td>Nanofilm</td><td>MZH</td><td>10.89</td><td>789</td><td>103</td><td>45.1 </td><td>-4.0</td><td>0.98 </td><td> Technology (Hardware/ Software) </td></tr><tr><td>AEM SGD</td><td>AWX</td><td>34.37</td><td>2,982</td><td>439</td><td>347.6 </td><td>-3.1</td><td>0.97 </td><td> Technology (Hardware/ Software) </td></tr><tr><td>CapLand IntCom T</td><td>C38U</td><td>68.70</td><td>18,036</td><td>-5</td><td>-54.6 </td><td>0.0</td><td>0.86 </td><td> REITs </td></tr><tr><td>ULTRAGREEN AI USD</td><td>ULG</td><td>4.20</td><td>1,532</td><td>-8</td><td>-41.6 </td><td>-3.5</td><td>0.84 </td><td> Healthcare </td></tr><tr><td>Lendlease Reit</td><td>JYEU</td><td>10.09</td><td>1,853</td><td>-9</td><td>-47.4 </td><td>1.8</td><td>0.81 </td><td> REITs </td></tr></tbody></table>Source: SGX, Data as of 8 June 2026, Note ADT is Average Daily Trading Value, NIF is Net Institutional Flow.   The above table exemplifies the recent global institutional positioning in companies with clearer earnings visibility tied to the electronics and investment cycle. The flow pattern also aligns with a still resilient but tightening macro backdrop. Manufacturing conditions remain firm, supporting demand for electronics and capex-linked segments, even as input costs and margins come under pressure. At the same time, higher energy and shipping costs, alongside expected US tariff reinstatement in 2H26 and softer global demand, are reinforcing a more selective investment stance. For Financials, elevated system liquidity and cross-border flows remain supportive, underpinning balance sheet strength and margin resilience in a higher-rate environment. Singapore’s outlook remains one of moderating but still resilient growth, supported by firm manufacturing activity and capex demand, even as rising input costs and margin pressures are starting to weigh more broadly across sectors.At the same time, higher energy and logistics costs, alongside renewed trade frictions, and softer global demand into 2H26, are tightening conditions reinforcing a more selective operating environment and, at times, more erratic investment conditions.  Enjoying this read?<ul><li>Subscribe now to our SGX My Gateway newsletter for a compilation of latest market news, sector performances, new product release updates, and research reports on SGX-listed companies.</li><li>Visit SGX Data Desk for direct access to SGX analytics and historical market data.</li></ul>

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Amid regional declines and tighter global conditions, Singapore's Financial and Technology sectors recorded selective net institutional inflows on Monday. Financial inflows were led by UOB, OCBC, SGX, Yangzijiang Maritime, and UOBKH, while Tech inflows focused on capex-linked and semiconductor names like UMS and Venture. Despite overall market caution driven by rising yields and trade frictions, institutions targeted specific stocks with earnings visibility, resulting in S$26 million and S$9 million inflows for Financials and Tech respectively.

Selective Flows into Financials, Tech & ETFs as Conditions Tightened Monday