Beansprout Insights

We compare Keppel and Sembcorp Industries after their share price pullback, looking at earnings, debt, ROE and AI infrastructure exposure, to see which the blue chip stock more attractive for growth. Read more: http://growbeansprout.link/keppel-vs-sembcorp-blue-chip-2026-tg

Can AI simplify investing? A first look at the upgraded Moomoo AI Get a first look at the Moomoo AI upgrade unveiled at MooFest 2026, including Moomoo AI Expert Mode, Moomoo Skills and Smart Money, and how Singapore investors can use them. Read more: http://growbeansprout.link/moomoo-ai-moofest2026-tg Snatch these exclusive rewards when you sign up via Beansprout 🎁  EXCLUSIVE $50 Fairprice voucher from Beansprout within 5 working days when you sign up through Beansprout with the promo code BEANSPROUTS1 and fund S$2,000. No trades needed. 🤑 EXTRA S$20 Nvidia (NVDA) fractional shares when you fund S$3,000 and maintain for 30 days + Unlock Beansprout Exclusive S$20 Nvidia (NVDA) fractional shares with 1 trade. 💸 EXTRA S$120 Nvidia (NVDA) fractional shares when you fund S$10,000 and maintain for 90 days + Unlock Beansprout Exclusive S$100 Nvidia (NVDA) fractional shares with 2 trades. 💰  Plus additional Nvidia fractional shares and trading cash coupons when you fund more. ⏳ The promotion will run until 31 August 2026. T&Cs apply. This advertisement has not been reviewed by the Monetary Authority of Singapore. 🤓 Full promo: http://growbeansprout.link/moomoo-promotion-tg 👉🏻 More promos: http://growbeansprout.link/promo

Best S&P 500 ETFs for Singapore investors (2026): A complete guide growbeansprout.link/best-s-p-500-etf-singapore 💬 Discuss this @BeansproutSG 🔈 Join @BeansproutAnnouncement for latest insights!

8% on progress across major projects, offsetting weaker precast and prefabrication revenue due to project timing. 🌱 China Aviation Oil reported a 17.3% year-on-year decline in 1HFY2026 earnings to US$41.4 million, as Middle East tensions raised jet fuel procurement costs and falling oil prices led to inventory impairment losses. Revenue fell 8.8% on lower business volumes, while a 67% increase in contributions from associates helped offset the sharp decline in gross profit. Read more here 🌱 Attika Group reported a stronger first half, with net profit attributable to owners rising 11.7% year on year to S$1.9 million. Revenue dipped 0.7% to S$19.2 million, mainly due to the timing of project progress and revenue recognition. During the period, Attika secured S$13.8 million of new interior fit-out contracts, which are expected to contribute progressively over the next two years. 🌱 Foundation Healthcare reported a 67.6% year-on-year decline in 1HFY2026 earnings to S$1.2 million, despite revenue growing 20.2% to S$129.2 million. Revenue growth was driven by existing and acquired medical practices, but higher finance expenses, acquisition-related costs and operating expenses weighed on profitability. Read more here 🌱 EGP Energy Corporation reported a 180% year-on-year surge in 1HFY2026 PATMI to S$6.07 million, as revenue more than doubled to S$30.7 million. Growth was driven by its transmission and distribution and maintenance and services segments, with new and existing T&D projects supporting the strong revenue increase. 💬 Discuss this @BeansproutSG 🔈 Join @BeansproutAnnouncement for latest insights

Daily Sprout 🌱 (14 August)  US stocks ended higher on Thursday, with the S&P 500 reaching a record high as benign producer inflation reinforced expectations that the Federal Reserve will keep rates unchanged in September. Technology stocks led the gains, with Sandisk and Micron surging on strong AI-driven demand for memory chips. STI ⬇️ 0.01% HSI ⬇️ 0.17% NKY ⬆️ 1.16% S&P500 ⬆️ 0.65% Nasdaq ⬆️ 0.81% DJIA ⬆️ 0.13% Russell2000 ⬆️ 0.24% What's Sprouting  🌱 DBS announced a series of senior leadership changes across its North Asian franchises as long-serving Hong Kong CEO Sebastian Paredes prepares to retire from executive duties. DBS Taiwan CEO Ng Sier Han will take over as Hong Kong CEO in March 2027, while Lim Chu Chong and Adrian Chai will assume leadership of the Taiwan and Indonesia franchises respectively. Read more here 🌱 ST Telemedia Global Data Centres secured up to US$1.37 billion in green financing to develop its STT Johor data centre campus in Malaysia. The campus is planned to provide up to 166MW of IT capacity, supporting growing demand from cloud, AI and high-performance computing workloads. 🌱 Seatrium has signed an LOI with repeat customer Golar LNG to advance a potential third floating LNG conversion project, with an EPC contract targeted for 2H2026. The potential project builds on Seatrium’s track record with Golar, having previously converted the world’s only two operational FLNG vessels converted from LNG carriers. Read more here 🌱 Singapore’s private residential leasing market strengthened in 2Q2026, with rental contracts rising 5.1% quarter-on-quarter and 3% year-on-year. Demand was led by non-landed homes, where leasing volumes increased across all three regions, although the stronger leasing activity did not translate into broad-based rental growth. 🌱 Genting Singapore reported a 34% year-on-year decline in 1HFY2026 net profit to S$156 million, weighed down by higher depreciation, lower interest income and asset refresh works. Revenue slipped 1% as weaker gaming revenue offset a 6% increase in non-gaming revenue, supported by refreshed attractions and hospitality offerings. Read more here 🌱 ThaiBev reported a softer nine-month performance, with revenue down 1.8% year on year to 254 billion baht. The decline was led by its beer segment, where revenue fell 5.3% to 91.3 billion baht, while non-alcoholic beverages revenue declined 3.0%. ThaiBev attributed the weaker beer sales to unfavourable foreign exchange effects and a slight slowdown in the Thai market. 🌱 CSE Global reported a 19.3% year-on-year decline in 1HFY2026 net profit to S$13.9 million despite revenue growing 27.4% to S$561.5 million. Growth was driven by data centre projects in its Americas electrification business, but a higher mix of these lower-margin projects compressed gross margin to 23.8%. 🌱 UMS Integration reported an 89% year-on-year surge in 2QFY2026 earnings to S$19.4 million, bringing 1HFY2026 earnings growth to 66%. Revenue rose 25%, driven by its semiconductor and aerospace businesses, with management attributing the strong performance to the AI “super-cycle” and expecting further contributions from new manufacturing services. Read more here 🌱 Frencken Group reported a 3.4% year-on-year decline in 1HFY2026 earnings to S$19.3 million as revenue slipped 0.8%. Its Mechatronics division was weighed down by weaker semiconductor and analytical life sciences revenue, partly offset by growth in industrial automation, medical and automotive businesses. Read more here 🌱 Nanofilm Technologies reported a 282% year-on-year surge in 1HFY2026 earnings to S$5.3 million, as improved operating efficiency drove a sharp recovery in margins. Revenue grew 6%, while net margin improved to 4.6% from 1.3% on better productivity, automation and cost discipline. The company also raised its interim dividend to 0.6 cents. Read more here 🌱 Soilbuild Construction reported a record 1HFY2026 net profit of S$35.6 million, up 25.8% year-on-year, supported by strong growth in its construction business. Construction revenue rose 24.

Hong Leong Asia: AI engines and construction demand drive growth growbeansprout.link/hong-leong-asia-1h26-profit-dividend 💬 Discuss this @BeansproutSG 🔈 Join @BeansproutAnnouncement for latest insights!

Singapore Next 50 Indices - Explore opportunities beyond blue chips https://growbeansprout.link/iedge-singapore-next-50-index 💬 Discuss this @BeansproutSG 🔈 Join @BeansproutAnnouncement for latest insights!

Moneymax Financial Services Ltd: Record earnings on pawnbroking growth growbeansprout.link/moneymax-1h26-profit-dividend 💬 Discuss this @BeansproutSG 🔈 Join @BeansproutAnnouncement for latest insights!

T-bill yield dips to 1.56% as demand rises in latest 13 August auction growbeansprout.link/t-bill-allotment-13-aug-2026 💬 Discuss this @BeansproutSG 🔈 Join @BeansproutAnnouncement for latest insights!

APAC Realty Limited: Special dividend boost 1H26 dividend per share growbeansprout.link/apac-realty-1hfy26-dividend 💬 Discuss this @BeansproutSG 🔈 Join @BeansproutAnnouncement for latest insights!

🌱 AEM reported a sharp improvement in 1H2026, with net profit rising to S$31 million from S$3.1 million a year ago. The recovery was driven by stronger demand for its test equipment from AI and high-performance computing chipmakers.This marked its fourth straight quarter of net profit growth and third straight quarter of revenue growth, led by stronger demand for advanced test-cell solutions. Read more here 🌱 Hong Leong Asia reported a 64.1% year-on-year increase in 1HFY2026 earnings to S$91.9 million, driven by strong performances from Yuchai and its building materials business. Revenue rose 17.6% to S$3.13 billion, with Yuchai benefiting from higher powertrain sales and strong demand for marine, genset and industrial engines. Read more here 🌱 Food Empire returned to profit in 1H2026, with net profit of US$35.4 million compared with a US$1.5 million loss a year earlier. The improvement was driven by revenue growth across all six geographical segments, as well as the absence of a one-off fair-value loss that weighed on last year’s results. Excluding that one-off item, normalised net profit rose 12.2% year on year to US$35.3 million. 🌱 PropNex reported a slightly weaker first half, with earnings down 3.1% year on year to S$40.9 million despite revenue edging up 0.7% to S$603 million. The group saw higher fees from resale transactions, but project marketing fees fell 7.8% due to fewer new launches. The company plans to pay an interim dividend of 5 cents, representing a payout ratio of 90.4% and an annualised dividend yield of 5.4%. 💬 Discuss this @BeansproutSG 🔈 Join @BeansproutAnnouncement for latest insights

Daily Sprout 🌱 (13 August)  US stocks ended higher on Wednesday as strong results from CoreWeave and other AI infrastructure companies reinforced confidence in continued AI demand. The S&P 500 rose 0.26% and Nasdaq gained 0.54%, while mild US inflation data reduced expectations of a Federal Reserve rate hike in September. STI ⬇️ 0.58% HSI ⬇️ 0.83% NKY ⬆️ 0.83% S&P500 ⬆️ 0.26% Nasdaq ⬆️ 0.73% DJIA ⬇️ 0.04% Russell2000 ⬆️ 0.61% What's Sprouting  🌱 CapitaLand Investment reported a stronger first half, with total PATMI rising 14% year on year to S$327 million. Operating PATMI grew 13% to S$293 million, supported by higher fee income from its listed and private funds management platforms.  🌱 ST Engineering reported a stronger first half, with revenue rising 11.1% year on year to S$6.57 billion. Earnings grew faster than revenue, rising 27.1% to S$512.1 million, supported by better margins and a more favourable business mix. ST Engineering plans to pay a 2QFY2026 interim dividend of 5 cents, up from 4 cents a year ago, and is guiding for another 5 cents dividend for 3QFY2026. 🌱Sembcorp reported underlying net profit of S$369 million for 1H2026, down from S$491 million a year earlier. On a pro forma basis, assuming the Alinta acquisition had been completed from 1 January 2026, underlying net profit would have been higher at S$558 million. The group declared an interim dividend of 11 cents per share, up 2 cents from 1H2025, reflecting confidence in its future performance. 🌱 Singtel reported lower headline earnings for 1QFY2027, as exceptional gains from a year earlier did not recur. Net profit fell 71.6% year on year to S$818 million, compared with a quarter that included S$2.2 billion of gains from its partial Airtel stake sale and the Intouch-Gulf Energy merger. Excluding exceptional items, underlying net profit rose 21% to S$831 million, supported by stronger contributions from Airtel, AIS, NCS, Optus and Digital InfraCo. 🌱 StarHub reported a sharp jump in 1HFY2026 earnings to S$258.1 million, more than four times the S$47.9 million recorded a year earlier. The increase was mainly due to a one-off gain from the termination of an arrangement involving cybersecurity unit Ensign, which is now recognised as an associate rather than a subsidiary. StarHub declared an unchanged interim dividend of 3 cents per share and reiterated its full-year dividend outlook of at least 6 cents per share. 🌱 Singapore Exchange is looking to broaden its ETF offerings as it strengthens its position as a regional multi-asset exchange. SGX currently has 53 ETFs with more than S$21 billion in AUM and is exploring products across more asset classes and sectors, including potentially single-stock and leveraged ETFs. Read more here 🌱 Singapore Exchange reported continued strong trading activity in July, with securities market turnover rising 37% year-on-year to S$46.2 billion. Securities daily average value exceeded S$2 billion for the sixth consecutive month, while derivatives volume rose 16% and SGX’s market capitalisation reached S$1.2 trillion. Read more here 🌱 City Developments reported a stronger 1H2026, with PATMI tripling to S$301.6 million from S$91.2 million a year earlier. Pre-tax profit rose 188.6% to S$403.8 million, while CDL doubled its interim dividend to 6 cents per share.  🌱 Wilmar International reported a 2.3% year-on-year increase in 1HFY2026 PATMI to US$609 million, supported by stronger performances across its feed and industrial products and food products businesses. Revenue rose 17.2% to US$38.5 billion, while core net profit increased 9.9% and Wilmar raised its interim dividend by 25% to 5 cents per share. Read more here 🌱 UOL Group reported a 23% year-on-year increase in 1HFY2026 PATMI to S$252.2 million, supported by fair value gains and stronger underlying operations. Operating PATMI rose 16%, driven by higher contributions from property development joint ventures and property investments, despite group revenue declining 7%. Read more here

JustCo listed on the SGX in May 2026, but its share price has fallen significantly since its IPO. So what’s next for investors? In this interview, we sit down with Kong Wan Seng, Founder and CEO of JustCo, to understand why the company chose to list, how its flexible workspace business differs from WeWork, and how it plans to grow from more than 50 locations today to over 100 locations by 2030. We also discuss why JustCo believes hybrid work is a structural trend, its plans to open 28 new centres, the launch of JustCo Place in Orchard, its expansion across Asia Pacific, and why management believes investors should look at Cash EBITDA alongside net profit when evaluating the business. Watch now: https://youtu.be/pM4v8O6xH9o

DBS and OCBC hit new highs after 2Q 2026 results while UOB dipped. We compare earnings, dividends, wealth growth and outlook to see which Singapore bank stands out and what we are watching for next. Read more here: http://growbeansprout.link/dbs-ocbc-uob-dividend-aug-26-tg

kopi-C with CIO of Manager of Parkway Life REIT: The art of waiting for the right moment growbeansprout.link/parkway_life_reit_cio 💬 Discuss this @BeansproutSG 🔈 Join @BeansproutAnnouncement for latest insights!

Best online brokerage & trading platform in Singapore [August 2026] https://growbeansprout.link/best-online-brokerage-singapore 💬 Discuss this @BeansproutSG 🔈 Join @BeansproutAnnouncement for latest insights!

Daily Sprout 🌱 (12 August)  US stocks ended lower on Tuesday as fading hopes for a US-Iran deal to reopen the Strait of Hormuz pushed oil prices to a one-week high and renewed inflation concerns. The S&P 500 and Nasdaq fell as investors also awaited US inflation data for further clues on the interest-rate outlook STI ⬆️ 0.98% HSI ⬇️ 1.10% NKY ⬆️ 2.08% S&P500 ⬇️ 0.32% Nasdaq ⬇️ 0.60% DJIA ⬇️ 0.34% Russell2000 ⬆️ 0.32% What's Sprouting  🌱 Keppel has secured a licence to own and operate telecommunications infrastructure in Singapore for its proposed Kruger subsea cable system. The cable would connect Singapore with Malaysia, Bangladesh, India and Oman, positioning Keppel to capture rising international bandwidth demand driven by cloud computing, AI and content providers. Read more here 🌱 ST Engineering shares fell as much as 4.7% after the group reported weaker order wins for the second quarter. The company secured S$2.9 billion in new contracts in Q2 2026, down 38.3% from S$4.7 billion a year earlier. Order wins declined across all three key segments, with commercial aerospace and defence each bringing in S$1.2 billion, while urban solutions and satcom contributed S$500 million. Read more here 🌱 CapitaLand Integrated Commercial Trust reported a stronger first half, with DPU rising 7.1% year on year to 6.02 cents despite a larger unit base. Gross revenue increased 7.5% to S$846.8 million, while net property income grew 8.7% to S$630.5 million. Growth was driven by contributions from CapitaSpring’s commercial component and Gallileo, partly offset by the divestment of Bukit Panjang Plaza. Read here for Beansprout’s quick take 🌱 Digital Core REIT is reshuffling its portfolio by selling stakes in three North American data centres and reinvesting into assets in Singapore and Osaka. The REIT will divest interests in assets in Toronto, Los Angeles and Northern Virginia, while acquiring a 2.5% stake in 11 Loyang Close in Singapore and raising its stake in Digital Osaka 3 to 45%. Digital Core REIT expects the deal to be 4.1% DPU-accretive, while aggregate leverage is expected to improve from 39.2% to 36.3% on a pro forma basis.  🌱 CapitaLand Investment has appointed former SGX CEO Hsieh Fu Hua as deputy chairman, strengthening its board’s capital markets and investment management expertise. CLI said his experience will support the group’s strategic priorities, including the continued scaling of its global funds management business. Read more here 🌱 Sea reported a 10.6% year-on-year increase in 2Q2026 earnings to US$458.1 million, beating analyst expectations as revenue surged 48.1%. Growth was led by Shopee, where revenue rose 48.2%, supported by a 65.6% jump in transaction fees and advertising revenue. Read more here 🌱 MoneyMax Financial Services reported a 73.7% year-on-year increase in 1HFY2026 net profit to S$52.5 million, driven by strong growth across its pawnbroking and gold and luxury retail businesses. The group also expanded to 139 stores and raised S$44.3 million alongside its transfer to the SGX Mainboard, providing additional capital to support further growth. 🌱 Delfi reported a 5.4% year-on-year increase in 1HFY2026 PATMI to US$12.9 million, supported by higher sales of its own-brand products. Own-brand sales rose 13.3% across key markets, although higher costs weighed on gross margins, which declined to 25.7%. 💬 Discuss this @BeansproutSG 🔈 Join @BeansproutAnnouncement for latest insights

CICT raises 1H 2026 DPU by 7.1% to 6.02 cents: Our Quick Take growbeansprout.link/cict-1h26-profit-dividend 💬 Discuss this @BeansproutSG 🔈 Join @BeansproutAnnouncement for latest insights!

DBS and OCBC hit new highs while UOB dipped after 2Q 2026 results. What are we watching for next? growbeansprout.link/dbs-ocbc-uob-dividend-aug-26 💬 Discuss this @BeansproutSG 🔈 Join @BeansproutAnnouncement for latest insights!

We look at 3 Singapore blue chip stocks paying out dividends in August 2026, and put them through our Income Pot dividend stock screening framework to assess their dividend sustainability and income potential. Read more: http://growbeansprout.link/blue-chip-dividend-stocks-aug-2026-tg 💰 Why is this covered under Beansprout Income Pot? The Beansprout Income Pot focuses on investments that can provide recurring income over time. For dividend stocks, yield alone isn't enough. We use our Income Pot dividend stock screening framework to look beyond headline yields and assess factors such as earnings growth, financial strength, payout sustainability and valuation. In this article, we apply the framework to DBS, Sheng Siong and UOB to see which may warrant deeper research for income investors.