Market Journal
I notice there’s a temporal inconsistency in the provided research report – it references Q1 2026 results as if they’ve already occurred, but we’re currently in April 2024. However, I’ll create the podcast script exactly as requested, using only the information provided in the research report without adding any external data or making corrections to…Read More
Keppel DC REIT has delivered a solid first quarter performance for FY26, with distribution per unit (DPU) reaching 2.833 Singapore cents, representing a 13.2% year-on-year increase. The REIT, which operates a portfolio of data centre properties across key markets, demonstrated resilient fundamentals despite some operational challenges. Strong Financial Performance Driven by Strategic Acquisitions The quarterly…Read More
Company Overview JPMorgan Chase & Co stands as one of America’s largest financial institutions, operating across multiple segments including Corporate & Investment Banking (CIB), Consumer & Community Banking (CCB), and Asset & Wealth Management (AWM). The bank serves millions of consumers and corporate clients globally through its comprehensive suite of banking, investment, and financial services….Read More
Company Overview Bank of America Corporation stands as one of America’s leading financial institutions, operating a diversified business model encompassing consumer banking, global markets, investment banking, and wealth management services. The bank maintains a substantial deposit base of US$2.02 trillion and serves clients across multiple financial sectors. Strong Financial Performance Drives Earnings Growth Bank of…Read More
Company Overview Nanofilm Technologies International Limited is a Singapore-headquartered surface solutions specialist founded in 1999 and listed on the SGX Mainboard in October 2020. The company specialises in vacuum deposition technologies, particularly its patented Filtered Cathodic Vacuum Arc (FCVA) technology, serving diverse sectors including computers, communications, consumer electronics (3C), automotive, precision engineering, and semiconductors. With…Read More
Company Overview The Amova-StraitsTrading Asia ex Japan REIT ETF (AXJREITS) provides investors with diversified exposure to real estate investment trusts across Asia, excluding Japan. The ETF maintains a well-balanced portfolio across eight different sectors, with industrial properties representing the largest allocation at 24.8%, followed by retail at 24.6%. The fund’s top holdings have seen some…Read More
Company Overview Yangzijiang Maritime Development Ltd (YZJ Maritime) operates as a maritime financial solutions provider, spun off from Yangzijiang Financial Holding Ltd and listed on the SGX Mainboard in November 2025. The company manages a diversified fleet of over 80 vessels with newbuilding orders for up to 50 additional vessels across Chinese shipyards. Led by…Read More
Strong Revenue Growth Signals Recovery The software sector has faced significant headwinds in 2025, declining 24% year-to-date compared to the S&P 500’s more modest 7.5% drop. The sector sits 34% below its mid-September 2025 peak, primarily driven by concerns over AI disruption and decelerating revenue growth. This downturn represents the fourth-largest decline in the sector’s…Read More
Market Performance Review Singapore equities concluded a remarkable ten consecutive months of gains with a 2.2% decline in March, though the first quarter of 2026 still delivered a positive 5.1% return. The market reached all-time highs on 23rd February before the Iran war drove significant sector rotation, boosting performance in defence spending, biofuels, and capital…Read More
Interest Rates Hit 45-Month Low Singapore’s banking sector faces a mixed outlook as interest rates continue their downward trajectory whilst geopolitical tensions create market volatility. March’s 3M-SORA declined 5 basis points month-on-month to 1.09%, marking the lowest level since July 2022. This represents a significant 153 basis points year-on-year decline, though notably, the decline is…Read More

