Market Journal
Company Overview Tuan Sing is a Singapore-listed real estate and hospitality group with activities spanning real estate investment, hospitality operations, and property development, with key exposure to Singapore, Australia, and Indonesia. The group is majority owned by Nuri Holdings (S) Pte Ltd (54.5%), a family office for the Liem family, with Michelle Liem and William…Read More
Company Overview AIMS APAC REIT (AAREIT) owns a diversified portfolio of industrial properties across Singapore (~71% of portfolio value) and Australia (~29% of portfolio value). The portfolio is primarily logistics and warehouse assets, complemented by light industrial facilities and business parks, with an essential-use tilt linked to supply chains, data infrastructure, and consumer staples. AAREIT…Read More
Company Overview United Overseas Bank (UOB) is a Singapore bank with a diversified franchise across ASEAN, supported by a conservative balance-sheet posture and strong regulatory standing. 3Q25 Credit Performance Highlights The headline declines in net profit during the quarter, down 67% QoQ, was largely attributable to S$615mn of discretionary general allowances. These provisions were taken…Read More
Company Overview Thomson Medical Group Ltd is a healthcare provider operating across Singapore, Malaysia, and Vietnam, focusing on medical services including inpatient and outpatient care, with expanding specialties in oncology, orthopaedics, spinal care, and emergency services. Financial Performance Below Expectations Thomson Medical Group’s first-half results for FY26 presented a mixed picture, with revenue meeting expectations…Read More
Company Overview Airbnb Inc operates as a global online marketplace for short-term accommodation rentals, connecting hosts with guests seeking alternative lodging options across diverse markets worldwide. Financial Performance and Outlook Airbnb delivered mixed results for FY25, with revenue meeting expectations at 102% of forecast whilst profit after tax and minority interests (PATMI) fell slightly short…Read More
Company Overview AppLovin Corp operates as a leading mobile technology platform, primarily focused on mobile gaming advertising and monetisation solutions. The company’s core business revolves around its AXON advertising platform, which serves both mobile gaming developers and increasingly, e-commerce advertisers, through advanced machine learning algorithms and targeted advertising capabilities. Strong Financial Performance Drives Upgrade Phillip…Read More
Company Overview BRC Asia Ltd is a Singapore-based construction company that specialises in providing building and infrastructure solutions. The company operates in the construction sector, serving various segments including residential housing, airport infrastructure, and healthcare projects. Strong Financial Performance Drives Growth BRC Asia reported impressive first-quarter 2026 results, with revenue surging 27% year-on-year to S$444…Read More
Company Overview CapitaLand Investment Limited (CLI) is a leading real estate investment manager operating across multiple asset classes and geographical markets. The company focuses on an asset-light strategy, generating recurring fee income through fund management services across listed and private funds, alongside lodging and commercial management. Mixed Financial Performance Amid China Headwinds CLI reported FY25…Read More
Market Performance Overview The Magnificent 7 technology stocks demonstrated modest resilience in January 2026, rising 1.3% despite facing headwinds from investor rotation away from mega-cap technology shares. While slightly underperforming the S&P 500’s 1.4% gain, the group outpaced the NASDAQ, which remained flat during the period. This performance occurred as investors shifted capital towards small-cap,…Read More
Company Overview Palantir Technologies Inc operates as a leading data analytics and artificial intelligence platform provider, serving both commercial enterprises and government agencies. The company’s core business centres on its Ontology platform and Artificial Intelligence Platform (AIP) tools, which enable organisations to harness data for decision-making and operational efficiency across defence, healthcare, finance, and other…Read More

