當前收益率位於 Top 10%
基於長橋（新加坡）綜合賬戶計算

收益排行

交易金額

MsPow

Boustead enters earnings with quite a bit of optimism already priced in following the REIT value unlocking story and announced divestment gains. Think market sentiment will focus less on headline gains tomorrow and more on sustainability of core earnings, operating margins, order book strength going forward.Watch for slowing operating income growth, weaker operating performance and margin squeeze, which may trigger further profit taking if results fall short of elevated expectations despite recent positive news. Looking to pick some on dip.$Boustead(F9D.SG)

OCBC $OCBC Bank(O39.SG)delivered a solid Q1 2026 result, with profit up 5% YoY to S$1.97B, supported by strong wealth management and non-interest income.Feels like the bigger story now is funds continuing to flow into Singapore amid Middle East uncertainties. With AI, infra and regional expansion themes building up, local banks could continue benefiting from deposits, financing, FX and wealth activities.MAS initiatives like EMDP may also gradually improve participation and liquidity in SG equities over time.Keeping SG bank and manufacturing sector counters on watch.

Market seems to be positioning for a possible shift in focus from geopolitics back to domestic politics. With midterm campaigns likely becoming a bigger priority for Trump moving forward, there may be increasing pressure to get the war situation stabilised sooner rather than later.Dow has been attempting to test the 50k level since last night. A sustained break and hold above 50k could become an important bullish signal and may open room for a push into fresh highs. Keep watch on price action around this level.

STI sitting around 4950-5000 zone, after a strong Q1 run but now clearly losing momentum and trading sideways. Feels like market is in a “pause phase” - not weak but lacking strong catalysts.