DBS Insights Direct

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Updated: May 13, 2026 at 2:51 PM

DBS Insights Direct

Subscribe to @dbsinsightsdirect for the latest market updates and investment ideas!

@dbsinsightsdirect offers specialized information about market and ideas for subscribers interested in Business News

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DBS Insights Direct

May 25, 2026, 11:30 PM

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DBS Insights Direct

May 25, 2026, 11:30 PM

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DBS Insights Direct

Apr 13, 2026, 10:25 PM

💡 Future in focus
Our latest Singapore 2040 report is making waves across news headlines. We project a doubling of GDP, the STI approaching 10,000, and the SGD possibly reaching parity with the USD – all within the next 15 years.

🎥 Hear it straight from DBS Chief Economist Taimur Baig in this CNA feature:  https://www.youtube.com/watch?v=a4JNxFx7klk

👉 Read the report: https://go.dbs.com/4ouUoMP

🗓️ D-7: We’ll stop posting on this channel from 31 Oct 2025. Make the switch now to https://whatsapp.com/channel/0029VbB8pVwBqbr6RJ9F9124 and https://instagram.com/dbsinsightsdirect

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DBS Insights Direct

Apr 13, 2026, 10:25 PM

Morning update ⏰

👷‍♂️ST Engineering: Strongest quarterly contract win since 2022

Contract wins for 3Q25 came in at SGD4.9bn, lifting total wins for 9M25 to SGD14bn, up 69% y/y. A breakout above resistance in the coming weeks could signal further share price upside, with prices potentially peaking by late Jan 2026. Find out what's our analysis.

https://go.dbs.com/4ob3WNi

🌇 Suntec REIT: Recovery gains traction

SUN delivered a resilient 3QFY25, with DPU rising by 12% q/q to 1.778 Scts, driven by strong performance in its Singapore portfolio, lower financing costs, and a reversal of withholding tax provisions. What are other positives are on the horizon?

https://go.dbs.com/3JGeTHs

💵 USD risks from Trump’s busy agenda in Asia

The DXY Index’s modest recovery from 98 has stalled around 99 in the past two days, while many exchange rates have reached or are approaching pivotal levels. US President Trump has a packed agenda in Asia over the fortnight, with summits in ASEAN and South Korea as well as a visit to Japan. What developments are we watching?

https://go.dbs.com/4hmNJ4Y

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DBS Insights Direct

Apr 13, 2026, 10:25 PM

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DBS Insights Direct

Apr 13, 2026, 10:25 PM

Morning update ⏰

🏄‍♂️ Mapletree Pan Asia Commercial Trust: Riding the interest rate tailwind

2QFY26 revenue and NPI slipped slightly, but distributable income rose 2% on a 16% drop in financing costs, lifting DPU by 1.5% to 2.01 Scts – above estimates. Occupancy held firm at 89% on flat reversions, with VivoCity leading growth through 14% reversions and AEI completions. With borrowing costs set to ease further, have we raised our DPU forecasts?

https://go.dbs.com/43mSHcc

🤗 Netlink: Beneficiary of Singapore’s decreasing risk-free rate

Netlink is a big beneficiary of the 70bps drop in Singapore's 10-year government bond yield in the last six months. Its current yield spread of 370bps over the current risk-free rate of 1.8% is quite attractive, given the regulated nature of the business and high visibility of its distributions. Find out our new target price.

https://go.dbs.com/3WjNRsk

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DBS Insights Direct

Apr 13, 2026, 10:25 PM

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👍 Valuations remain appealing

Improving liquidity from lower interest rates is boosting sentiment and general allocations into Singapore REITs. DPU recovery is gaining traction, with accretive acquisitions only adding to the momentum. Investors seem to be taking a conducive view on the sector 🔍

We maintain our stance that the sector will likely enter a multi-quarter DPU-led recovery, and any near-term volatility should only result in temporary downsides. https://go.dbs.com/3Jslk0R in this space.

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DBS Insights Direct

Apr 13, 2026, 10:25 PM

Morning update ⏰

🛒 Sheng Siong: Path to 120 stores and beyond

Expansion momentum is set to continue, with plans for at least 120 stores, supported by new opportunities in CBD malls, upcoming BTO estates, and potential takeovers from smaller competitors. A new SGD520mn distribution centre should pave the way for long-term operational efficiency. Find out our new target price.

https://go.dbs.com/4oyhTER

🧸 Pop Mart: Another quarter of exceptional momentum

Group revenue rose 245-250% y/y in 3Q, while overseas sales skyrocketed to 365-370%, led by a 1,265-1,270% increase in the Americas. Significant upgrades to the Beijing theme park should help to further strengthen its brand profile, while its diversified global and IP strategy should also underpin sound growth ahead. Have we raised our target price?

https://go.dbs.com/4nlf3lJ

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DBS Insights Direct

Apr 13, 2026, 10:25 PM

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🇸🇬 Set to remain a thriving, dynamic metropolis

In 60 years since independence, Singapore's GDP per capita has risen 176-fold since independence, becoming the world’s fourth wealthiest nation. As the city-state progresses towards 2040, sustained global connectivity, a world-class financial centre, and leadership in technology and sustainability will remain core strengths 💪

DBS forecasts real GDP growth to average 2.3% from 2025-40, with GDP projected to more than double from USD547bn in 2024 to USD1.2–1.4tn by 2040. The STI could also near 10,000 by then. https://go.dbs.com/4ouUoMP for a deep analysis into what Singapore’s next 15 years could hold.

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DBS Insights Direct

Apr 13, 2026, 10:25 PM

Morning update ⏰

👇 Buy the dip ahead of Trump-Xi meeting

We maintain our STI year-end target of 4,430, with support emerging after the recent pullback. US President Trump is striking a more conciliatory tone ahead of his meeting with Chinese President Xi at the upcoming APEC Summit in South Korea. Market breadth signals a bullish divergence, hinting at a rebound. Which names are poised to lead the recovery, and which blue-chip made it to our equity picks list?

https://go.dbs.com/42QU1Uv

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DBS Insights Direct

Apr 13, 2026, 10:25 PM

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DBS Insights Direct

Apr 13, 2026, 10:25 PM

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🧑‍🔧 Next wave of growth emerging downstream

Semiconductor recovery is expanding beyond AI-heavy front-end names. Back-end and downstream segments are set to benefit from inventory tailwinds and improving automotive and industrial demand 🏭

This widening cycle opens opportunities in premium hardware, Asia tech, and small-mid caps. https://go.dbs.com/3WOic2o

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