STI Hits Fresh Record High, Up 0.55% as Seatrium Surges and Property Rejoins the Rally

Monday, 27 July 2026 · Longbridge Singapore

The Straits Times Index closed at a record 5,619.20 on Monday, up 0.55%, or 30.86 points, moving past the previous record close of 5,595.42 set on 22 July. The session traded in a 5,549.18-to-5,620.68 range, and the advance was broad: 18 of the index's 30 constituents finished higher, ten lower, and two unchanged.

Monday's gain marked a shift from the pattern of recent sessions. Property counters, which led Friday's declines with UOL Group down 3.09% and City Developments off 2.98%, reversed course to finish among the day's advancers, up 1.17% and 0.67% respectively. The three local banks — DBS, OCBC and UOB — extended their own rebound for a third straight session, adding between 0.42% and 0.69%, while the day's largest single move came from Seatrium, whose 8.92% surge outpaced the rest of the index by a wide margin. REIT counters were the exception to the broader advance, with CapitaLand Ascendas REIT, Frasers Centrepoint Trust, MPACT and Mapletree Logistics Trust all lower.

Session Movers

Seatrium (5E2.SG, +8.92%) was Monday's standout, after a same-day report that shares climbed on positive profit guidance ahead of its first-half 2026 results, due before market open on 31 July. That guidance follows the company's 24 July disclosure that it expects a material year-on-year rise in H1 net profit, driven by divestment gains and progressive margin improvement. The stock trades at 22.3 times earnings, cheaper than about 84% of its one-year range, against a Buy consensus implying roughly 18% upside.

Singapore Airlines (C6L.SG, +2.12%) advanced despite Changi Airport reporting a 1.5% year-on-year fall in second-quarter passenger traffic to 17.2 million, as weaker Southeast Asian routes were offset by a 9.8% surge in airfreight tonnage tied to AI-related semiconductor shipments. The gain also came after shareholders approved all resolutions at Friday's AGM, including the final and special dividends and a renewal of share buyback mandates, and as Australia's competition regulator proposed authorising the airline's alliance with All Nippon Airways. J.P. Morgan downgraded the stock to Hold on Friday, with a target implying about 10% downside.

SGX (S68.SG, +1.27%) rose after expanding its licensing agreement with MSCI to launch futures and options across a broader suite of global, regional and emerging-market indexes, adding to a deal announced last week covering up to 100 equity derivatives contracts. The exchange operator also launched SpaceX and Grab depositary receipts last week, part of a wider push to broaden its listings pipeline. The stock trades at 38.85 times earnings, cheaper than just about 2% of its five-year range, against a Hold consensus implying roughly 5% downside.

Thai Beverage (Y92.SG, -1.1%) was the session's lone notable decliner among Monday's movers, with no fresh company news to explain the drop. The stock remains in focus over reports that it is weighing a sale of its Thailand KFC franchise business, the country's largest with more than 500 outlets, as it works with Bank of America to gauge buyer interest following a decline in its food business profit in the first half. Consensus rating stays Buy, with a target implying about 12% upside.

One point worth noting

Monday's advance broke from the narrower pattern of recent sessions: Friday's -0.12% dip had left more decliners than advancers even as the banks rose, and the session before that had leaned on a single heavyweight stock. This time, 18 of 30 constituents closed higher against 10 lower, and the record close came with property — Friday's biggest drag — among the leaders rather than the exception. Seatrium's own 8.92% jump was large enough on its own to have skewed the day, a reminder that even a broad-based session can still carry a concentrated top end.

This recap is for informational purposes only and does not constitute investment advice.

海指收盘创新高，涨0.55%，海庭飙升带动地产股重返涨势

2026年7月27日星期一 · 长桥新加坡

海峡时报指数周一收报5,619.20点，创收盘新高，上涨0.55%，即30.86点，超越7月22日创下的5,595.42点纪录收盘。当天交投区间为5,549.18至5,620.68点，涨势覆盖面较广：30只成分股中18只上涨、10只下跌、2只持平。

周一的涨势与近几个交易日的格局有所不同。上周五领跌大盘的地产股——华业集团当时重挫3.09%、城市发展下跌2.98%——周一双双转涨，分别上涨1.17%和0.67%。星展、华侨银行与大华银行三大银行股延续了各自的反弹势头，为连续第三个交易日收涨，涨幅在0.42%至0.69%之间；而当天单日涨幅最大的个股是海庭，8.92%的涨幅远超大盘其余成分股。房地产投资信托则是这轮普涨中的例外，凯德腾飞房地产投资信托、星狮地产信托、丰树泛亚商业信托及丰树物流信托均收跌。

个股焦点

海庭（Seatrium，5E2.SG，+8.92%）是周一表现最突出的个股，当天有报道称，其股价在公司发布正面盈利指引后走高，为7月31日开盘前发布的2026年上半年业绩预热。该指引承接公司7月24日的披露——预计上半年净利润将同比大幅增长，主要受资产处置收益及利润率逐步改善驱动。该股目前市盈率22.3倍，比近1年约84%的时间便宜，分析师共识评级为「买入」，目标价较现价高约18%。

新加坡航空（Singapore Airlines，C6L.SG，+2.12%）逆势上涨，尽管樟宜机场公布第二季度旅客量同比下滑1.5%至1,720万人次，东南亚航线走弱，但受AI相关半导体货运需求带动，空运吨量激增9.8%，部分抵消了客运下滑的影响。此外，新航股东上周五股东大会上批准了包括末期及特别股息、股票回购授权续期在内的所有议案，澳大利亚竞争监管机构也提议批准新航与全日空的联盟安排。摩根大通上周五将该股评级下调至「持有」，目标价较现价低约10%。

新交所（SGX，S68.SG，+1.27%）上涨，此前公司与MSCI扩大授权协议，将在更广泛的全球、区域及新兴市场指数上推出期货与期权产品，延续了此前一周宣布的最多100份股票衍生品合约的协议。这家交易所运营商上周还推出了SpaceX与Grab的存托凭证，作为拓展上市管道的一部分。该股目前市盈率38.85倍，仅比近5年约2%的时间便宜，分析师共识评级为「持有」，目标价较现价低约5%。

泰国酿酒（Thai Beverage，Y92.SG，-1.1%）是周一少数明显走低的个股，当天没有新的公司层面消息可解释跌势。该股仍因传出正考虑出售旗下泰国最大的肯德基特许经营业务（逾500家门店）而受关注，公司正与美银合作评估买家意向，此前其食品业务上半年利润出现下滑。分析师共识评级维持「买入」，目标价较现价高约12%。

一个值得注意的点

周一的涨势打破了近期交投偏窄的格局：上周五指数虽仅跌0.12%，但30只成分股中下跌家数多于上涨家数；再往前一个交易日的涨势则主要由单一权重股支撑。这一次，30只成分股中18只上涨、10只下跌，创纪录收盘的同时，此前周五领跌的地产股也跻身领涨行列而非例外。不过，海庭单日8.92%的涨幅本身足以左右当天大盘表现，提醒市场：即便是普涨的交易日，头部个股的集中度依然值得留意。

本文仅供参考，不构成任何投资建议。

海指收盤創新高，漲0.55%，海庭飆升帶動地產股重返漲勢

2026年7月27日星期一 · 長橋新加坡

海峽時報指數週一收報5,619.20點，創收盤新高，上漲0.55%，即30.86點，超越7月22日創下的5,595.42點紀錄收盤。當天交投區間為5,549.18至5,620.68點，漲勢覆蓋面較廣：30檔成分股中18檔上漲、10檔下跌、2檔持平。

週一的漲勢與近幾個交易日的格局有所不同。上週五領跌大盤的地產股——華業集團當時重挫3.09%、城市發展下跌2.98%——週一雙雙轉漲，分別上漲1.17%和0.67%。星展、華僑銀行與大華銀行三大銀行股延續了各自的反彈勢頭，為連續第三個交易日收漲，漲幅在0.42%至0.69%之間；而當天單日漲幅最大的個股是海庭，8.92%的漲幅遠超大盤其餘成分股。房地產投資信託則是這輪普漲中的例外，凱德騰飛房地產投資信託、星獅地產信託、豐樹泛亞商業信託及豐樹物流信託均收跌。

個股焦點

海庭（Seatrium，5E2.SG，+8.92%）是週一表現最突出的個股，當天有報導稱，其股價在公司發布正面盈利指引後走高，為7月31日開盤前發布的2026年上半年業績預熱。該指引承接公司7月24日的披露——預計上半年淨利潤將同比大幅增長，主要受資產處置收益及利潤率逐步改善驅動。該股目前本益比22.3倍，比近1年約84%的時間便宜，分析師共識評等為「買入」，目標價較現價高約18%。

新加坡航空（Singapore Airlines，C6L.SG，+2.12%）逆勢上漲，儘管樟宜機場公布第二季度旅客量同比下滑1.5%至1,720萬人次，東南亞航線走弱，但受AI相關半導體貨運需求帶動，空運噸量激增9.8%，部分抵銷了客運下滑的影響。此外，新航股東上週五股東大會上批准了包括末期及特別股息、股票回購授權續期在內的所有議案，澳大利亞競爭監管機構也提議批准新航與全日空的聯盟安排。摩根大通上週五將該股評等下調至「持有」，目標價較現價低約10%。

新交所（SGX，S68.SG，+1.27%）上漲，此前公司與MSCI擴大授權協議，將在更廣泛的全球、區域及新興市場指數上推出期貨與期權產品，延續了此前一週宣布的最多100份股票衍生品合約的協議。這家交易所營運商上週還推出了SpaceX與Grab的存託憑證，作為拓展上市管道的一部分。該股目前本益比38.85倍，僅比近5年約2%的時間便宜，分析師共識評等為「持有」，目標價較現價低約5%。

泰國釀酒（Thai Beverage，Y92.SG，-1.1%）是週一少數明顯走低的個股，當天沒有新的公司層面消息可解釋跌勢。該股仍因傳出正考慮出售旗下泰國最大的肯德基特許經營業務（逾500家門店）而受關注，公司正與美銀合作評估買家意向，此前其食品業務上半年利潤出現下滑。分析師共識評等維持「買入」，目標價較現價高約12%。

一個值得注意的點

週一的漲勢打破了近期交投偏窄的格局：上週五指數雖僅跌0.12%，但30檔成分股中下跌家數多於上漲家數；再往前一個交易日的漲勢則主要由單一權重股支撐。這一次，30檔成分股中18檔上漲、10檔下跌，創紀錄收盤的同時，此前週五領跌的地產股也躋身領漲行列而非例外。不過，海庭單日8.92%的漲幅本身足以左右當天大盤表現，提醒市場：即便是普漲的交易日，頭部個股的集中度依然值得留意。

本文僅供參考，不構成任何投資建議。