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09/06/2026

📢 Corporate Highlights: Wee Hur Holdings (SGX: E3B)

In our latest Corporate Highlights, AlphaInvest and Lim Jun Yuan, founder of The Singaporean Investor, sat down with Mr Goh Wee Ping, CIO of Wee Hur Holdings, to discuss the company's sustainable earnings and long-term growth strategy.

🎥 As part of the feature, we take you on an exclusive tour of Wee Hur's Pioneer Lodge Workers' Dormitory, offering a closer look at one of the company's key assets.

Wee Hur is a Singapore-based integrated business group with operations across:
🏗 Construction
🏠 Purpose-Built Workers' Accommodation (PBWA)
🎓 Student Accommodation in Singapore and Australia

In this interview, management shares insights on:
✅ Occupancy trends and demand outlook for workers' accommodation
✅ Growth opportunities in Australia's student accommodation market
✅ Capital allocation priorities and dividend strategy
✅ How Wee Hur is leveraging its diversified platform to create long-term shareholder value

Interested in touring a workers' dormitory and gaining direct insights from management?

In this episode of Corporate Highlight, AlphaInvest and The Singapo...

02/06/2026

🚀Discover The Strategy Behind Elite UK REIT and How it Aims to Deliver Stable Income through Changing Market Conditions.

In this episode of Corporate Highlights, AlphaInvest engages leaders from SGX-listed companies, bringing investors closer to the insights that matter.

Our spotlight for this episode is on Elite UK REIT, a real estate investment trust focused on predominantly government-backed properties across the United Kingdom. The REIT’s portfolio comprises strategically located assets leased mainly to the UK Department for Work and Pensions, providing investors with stable and recurring income visibility.

Joining us in this feature is Joshua Liaw, Chief Executive Officer of Elite UK REIT. In this interview, Mr. Liaw discusses the REIT’s resilient income model, supported by long-term leases to the UK government, as well as its proactive interest rate management strategy, with approximately 92% of borrowings hedged.

Key discussion points:
🏢 Resilient portfolio of government-backed properties delivering stable and recurring income
📊 Interest rate risk management strategy with a high proportion of borrowings hedged
📈 DPU guidance, portfolio resilience, and management’s outlook for sustainable growth

Interested in how a government-backed property portfolio can provide income stability while pursuing long-term growth opportunities?

🎥 Watch the full interview here:

Elite UK REIT is a Singapore Exchange-listed REIT with a focused po...

28/05/2026

𝗟𝗮𝘁𝗲𝘀𝘁 𝗔𝗻𝗮𝗹𝘆𝘀𝘁𝘀' 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗮𝘁𝗶𝗼𝗻𝘀 𝗧𝗵𝗶𝘀 𝗪𝗲𝗲𝗸!
🔑 New Insights from Research Houses:

1️⃣UOB Kayhian: CapitaLand Ascendas REIT (BUY) ✅
📈Current Price: S$2.52 (25 May 2026) | Target: S$3.78 (+50.00%)
Key Insight: CLAR is acquiring S$1.4b of logistics, life sciences, and data centre assets in Singapore and Japan, including redevelopment upside at 25 Loyang Crescent, expanded life sciences exposure via Ascent, and its maiden Osaka hyperscale data centre investment. The deals are 2.1% DPU accretive and reinforce Singapore as 66% of AUM while enhancing portfolio growth and diversification.

2️⃣UOB Kayhian: UI Boustead REIT (BUY) ✅
📈Current Price: S$0.805 (26 May 2026) | Target: S$1.17 (+45.34%)
Key Insight: UIBREIT is increasing exposure to aerospace through a 51% stake in a S$104m Seletar Aerospace Park facility, fully leased for 22.5 years with rental escalations. The project boosts WALE, strengthens high-value aerospace/avionics exposure, and supports steady DPU growth with additional FY29 earnings contribution from its development pipeline.

3️⃣CGS International: SATS Ltd (ADD) ✅
📈Current Price: S$3.56 (27 May 2026) | Target: S$4.68 (+31.46%)
Key Insight: SATS delivered strong 4QFY3/26 earnings (+31% yoy) driven by resilient gateway services and cargo volume growth despite Middle East disruptions, though food solutions margins were weaker due to cost pressures. EPS upgrades reflect stronger FY27–28 growth outlook, supported by recovery in air cargo demand and ongoing capacity expansion.

4️⃣UOB Kayhian: Frasers Logistics & Commercial Trust (BUY) ✅
📈Current Price: S$0.985 (28 May 2026) | Target: S$1.33 (+35.03%)
Key Insight: FLT is acquiring four freehold logistics assets in Germany and the Netherlands for €294.9m, enhancing exposure to key European logistics hubs near ports and transport corridors. The acquisition is DPU accretive, supports full-occupancy portfolio resilience, and strengthens its sponsor-backed expansion strategy across global logistics markets.

📈Stay updated with the latest research insights to power your portfolio!
Read full article: https://www.investor-one.com/editorial/29917-Analyst-Alert-Recommendation-and-Consensus-on-CapitaLand-Ascendas-REIT-UI-Boustead-REIT-SATS-Ltd-Frasers-Logistics--Commercial-Trust

28/05/2026

📢 Corporate Highlights with Toku Limited: AI-Powered Customer Engagement Transformation
In this episode of Corporate Highlights, AlphaInvest and InvestingNote’s Lim Jun Yuan (Founder of The Singaporean Investor) sat down with Mr Thomas Laboulle, CEO of Toku Limited, to discuss the company’s AI-driven growth strategy and SGX listing journey.

The conversation explores how enterprises across Asia Pacific are accelerating adoption of AI-powered customer engagement solutions, and how Toku is positioning itself within the fast-growing enterprise communications space.

Key discussion points:
📈 Regional expansion strategy and enterprise client growth across regulated industries
🚀 Product roadmap and long-term growth vision following its SGX listing
🎤 Highlights from Toku Day 2026, including a live AI platform demo by Head of Product Mr Fikri Firat
💡 Interested in how AI-powered companies are reshaping enterprise communications and scaling across the region’s digital economy?

🎥 Watch the full interview here:

In this episode of Corporate Highlight, AlphaInvest and The Singapo...

21/05/2026

𝗟𝗮𝘁𝗲𝘀𝘁 𝗔𝗻𝗮𝗹𝘆𝘀𝘁𝘀' 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗮𝘁𝗶𝗼𝗻𝘀 𝗧𝗵𝗶𝘀 𝗪𝗲𝗲𝗸!

🔑 New Insights from Research Houses:

1️⃣CGS International: Frencken Group Ltd (ADD) ✅
📈Current Price: S$2.81 (19 May 2026) | Target: S$3.25 (+15.66%)
Key Insight: Despite weak 1Q26 results from softer European semiconductor demand, management expects a stronger 2H26 recovery driven by higher-margin Asian semiconductor operations and improving customer orders. Analysts upgraded the stock from Hold to Add on expectations of stronger FY27-28 semiconductor growth and potential upside from Singapore’s Equity Market Development Programme support.

2️⃣CGS International: CSE Global Ltd (ADD) ✅
📈Current Price: S$1.77 (15 May 2026) | Target: S$2.10 (+18.64%)
Key Insight: Near-term earnings may remain weak due to higher semiconductor hardware/software costs and startup inefficiencies from its new US AWS-focused facility, but management expects stronger 2H26 margins as utilisation improves. Growing electrification demand from hyperscalers and ongoing strategic review initiatives could unlock longer-term value creation opportunities.

3️⃣Phillip Securities: ST Engineering Ltd (BUY) ✅
📈Current Price: S$10.87 (19 May 2026) | Target: S$13.00 (+19.60%)
Key Insight: Strong 1Q26 revenue and profit growth were supported by rising international defence orders and resilient aerospace demand, with the orderbook hitting a record S$34.5bn. Expanding engine MRO capabilities, aircraft life-extension programmes, and a growing pipeline of global defence contracts underpin confidence in sustained long-term earnings growth.

4️⃣Phillip Securities: Sea Ltd (BUY) ✅
📈Current Price: US$88.23 (18 May 2026) | Target: US$170.00 (+92.68%)
Key Insight: Revenue surged 47% YoY across Shopee, Monee, and Garena, although profits were pressured by aggressive investments in Shopee’s user acquisition and ecosystem expansion. Analysts view the elevated spending positively as it strengthens Sea’s long-term competitive moat across e-commerce, fintech, and gaming while supporting future growth and market share gains.

📈Stay updated with the latest research insights to power your portfolio!

Read full article: https://www.investor-one.com/editorial/29877-Analyst-Alert-Recommendation-and-Consensus-on-Frencken-Group-Ltd-CSE-Global-Ltd-ST-Engineering-Ltd-Sea-Ltd

20/05/2026

🔈LAST CALL FOR REITs SYMPOSIUM 2026
🎟 Tickets are almost fully redeemed, secure yours today!

REITs Symposium is happening THIS SATURDAY! Don't Miss Out!
💬 At the event, you’ll get the opportunity to hear directly from 20+ REITs Industry Leaders including Keppel DC REIT, CapitaLand Ascott Trust & more!

✨Programme Highlight ✨
From Cheap to Valuable: Unlocking Value in Singapore’s Market and REITs: Learn how to distinguish genuine value opportunities, and what should you look out for when reviewing your portfolio.
The Global Yield Hunt: Searching for Opportunities Overseas
Effectively Designing Your Investment Portfolio for The Next Decade
Volatility to Opportunity: Leveraging on Uncertainties for Better Returns
Artificial Versus Human Intelligence: Can A.I. Build a Better Portfolio?

Want to unlock new perspectives that will be essential in your investing journey?
Here is your FINAL CHANCE to sign up for the REITs Symposium 2026
👉 Reserve your spot today: https://shareinve.st/q5nm

14/05/2026

𝗟𝗮𝘁𝗲𝘀𝘁 𝗔𝗻𝗮𝗹𝘆𝘀𝘁𝘀' 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗮𝘁𝗶𝗼𝗻𝘀 𝗧𝗵𝗶𝘀 𝗪𝗲𝗲𝗸!

🔑 New Insights from Research Houses:

1️⃣UOB Kay Hian: Centurion Corporation (BUY) ✅
📈Current Price: S$1.61 (12 May 2026) | Target: S$2.10 (+30.43%)
Key Insight: Expanding its Australian PBWA footprint with A$74m acquisitions in Pilbara mining regions, adding 446 operational beds with no development risk. Strong long-term demand from major mining projects and limited accommodation supply support earnings growth and rerating potential.

2️⃣CGS International: Riverstone Holdings (ADD) ✅
📈Current Price: S$0.82 (12 May 2026) | Target: S$1.00 (+21.95%)
Key Insight: Weak 1Q26 margins from forex pressure are expected to recover in 2H26 as glove ASPs rise due to higher raw material costs and healthy demand. Strong supplier relationships, attractive dividends, and valuation rerating potential support the upgraded Add call.

3️⃣CGS International: UMS Integration (ADD) ✅
📈Current Price: S$2.36 (12 May 2026) | Target: S$4.17 (+76.69%)
Key Insight: Strong 1Q26 revenue (+20%) and profit (+43%) growth driven by AI-related semiconductor demand and orders from a new major customer shifting supply to Asia. Rising semiconductor capex and advanced packaging demand underpin expectations for strong FY26–28 earnings growth despite cyclical industry risks.

4️⃣UOB Kay Hian: SIA Engineering (BUY) ✅
📈Current Price: S$3.28 (13 May 2026) | Target: S$3.85 (+17.38%)
Key Insight: FY26 core net profit rose 25.9% YoY, supported by stronger operations and JV contributions. Expansion projects across Malaysia, China, and Singapore, along with stabilising gestation costs and aviation recovery, are expected to drive steady medium-term earnings growth and higher dividends.

📈Stay updated with the latest research insights to power your portfolio!

Read full article: https://www.investor-one.com/editorial/29837-Analyst-Alert-Recommendation-and-Consensus-on-Centurion-Corporation-Riverstone-Holdings-Ltd-UMS-Integration-Ltd-SIA-Engineering-Company-Ltd

13/05/2026

Intern: “REITs? sounds like retirement plan”
Me: “🫠”

Join us at REITs Symposium 2026!
📅 23 May (Saturday)
🕒 10am – 5pm
📍 Suntec Singapore Convention & Exhibition Centre, Lvl 3, Summit 1 & 2

Register Now: https://shareinve.st/ec4y

11/05/2026

How to evaluate REITs in a changing market environment and identify opportunities amid today’s market risks? Join us at REITs Symposium 2026’s Engagement Zone to find out more!

💬 THE REAL CONVERSATION
In our engagement zone, you won’t just hear “REITs are good” or “be careful in high rates”.
It’s a live engagement space where you can:
👂Hear insights directly & gain different perspectives from industry experts
📈Explore how professionals approach current market conditions
🔑Better understand key factors shaping REIT performance today

REITs Symposium 2026 Event Details
🗓 Date: 23 May 2026 (Saturday)
⏰Time: 10:00AM – 5:00PM
📍Venue: Suntec Singapore Convention & Exhibitions Centre (Level 3, Summit 1 & 2)
🎟 Admission Fee (Engagement Zone): Open to Public*
*Engagement Zone’s admission is based on first-come-first-served only.

Understand what market leaders are doing differently from retail investors,
Sign Up Now:https://www.eventbrite.sg/e/reits-symposium-2026-tickets-1985041870671?aff=FBez