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STI Slips 0.67% to 5,574.69 as SATS Leads Gains and Jardine Matheson Paces Declines

· Longbridge Singapore

The Straits Times Index closed at 5,574.69 on Wednesday, down 37.56 points, or 0.67%, after trading between 5,568.48 and 5,614.84 during the session. Advancers narrowly outnumbered decliners across the benchmark's 30 constituents, 13 higher against 12 lower and five unchanged, with SATS leading the session's gains and Jardine Matheson leading the losses.

The index opened down about 0.2% at 5,601.09, with gainers still outnumbering decliners 124 to 61 across the broader market in early trade. The decline widened through the session as Singapore's three local banks fell together for the first time in several sessions of split moves: DBS declined 1.28%, UOB 0.44% and OCBC 0.31%. Singtel eased 1.81% and Jardine Matheson dropped 2.37%, and the combined weight of these large, closely tracked counters outpaced gains spread across the rest of the STI basket.

Session Movers

SATS (S58.SG, +2.77%) led Wednesday's gainers after Changi Airport Group and SATS jointly deployed autonomous wheelchairs at Terminals 2 and 3, automating routine passenger transport following a 20% rise in assistance requests between 2023 and 2025 and more than 13,000 passengers served during trials. The rollout adds an operational-efficiency angle to SATS's ground-handling business and comes a day after the stock fell 2.29% on August 4, with the rebound also arriving ahead of a first-quarter business update due August 19 after market close. SATS trades at 2.54 times book, near the middle of its ten-year range, with a consensus Strong Buy rating.

Jardine Matheson (J36.SG, -2.37%) led the session's declines, its worst day among STI constituents. The move follows Tuesday's disclosure that the group is ending its 44-year Oxbridge undergraduate scholarship programme, redirecting the funding toward universities in Asia, and comes despite Jardine Matheson directors having bought about US$995,000 of shares on August 3 — a purchase that did not stem Wednesday's weakness. The stock trades at 0.67 times book, above its own five-year range though still below the industry median of 1.04 times, with a consensus Strong Buy rating and a target price implying about 34% upside.

One point worth noting

Advancers outnumbered decliners 13 to 12 among the STI's 30 constituents on Wednesday, a break from recent sessions when the basket's breadth and the index's direction moved in step; this time the index still fell 0.67%. The gap traced to the banks, Jardine Matheson and Singtel — the same heavyweights behind the session's decline — whose combined weight outpaced gains spread across the remaining 25 constituents, 13 of which rose.

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

STI收跌0.67%报5,574.69点，SATS领涨、怡和洋行领跌

· 长桥新加坡

海峡时报指数周三收报5,574.69点，跌37.56点，跌幅0.67%，全天交投区间5,568.48至5,614.84点。30只成分股中13只上涨、12只下跌、5只持平，涨家数略多于跌家数；SATS领涨，怡和洋行领跌。

指数早盘低开约0.2%，报5,601.09点，彼时全市场上涨家数以124比61领先下跌家数。跌势在盘中扩大，三大银行罕见同向下跌——此前数个交易日三行走势持续分化，周三星展跌1.28%、大华跌0.44%、华侨银行跌0.31%，为近期首次同步下行。新加坡电信跌1.81%，怡和洋行跌2.37%，这几只权重较大、市场关注度高的个股跌幅叠加，抵消了成分股中其余个股的涨幅。

个股焦点

SATS（S58.SG，+2.77%）周三全场领涨，此前樟宜机场集团与SATS联合在2号、3号航站楼部署自动驾驶轮椅，用于协助行动不便旅客，此举针对2023至2025年间协助需求激增20%的情况，试运行阶段已服务超过1.3万人次旅客。该项目为SATS的地勤业务增添了运营效率方面的看点，且股价在8月4日下跌2.29%后出现反弹，同时公司将于8月19日盘后发布截至6月30日止季度的首季业务更新。该股目前市净率2.54倍，处于近十年区间中段，分析师共识评级为「强力买入」。

怡和洋行（Jardine Matheson，J36.SG，-2.37%）周三全场跌幅最深，为当天成分股中表现最差的一只。此前一日（8月4日）该集团宣布终止长达44年的牛津剑桥本科奖学金计划，转而将资金投向亚洲地区的高校；同时，8月3日怡和洋行董事曾购入约99.5万美元公司股份，但这一增持并未阻止周三的股价走弱。该股目前市净率0.67倍，高于自身五年区间，但仍低于1.04倍的行业中位数，分析师共识评级为「强力买入」，目标价隐含约34%上行空间。

一个值得注意的点

周三STI的30只成分股中，上涨家数（13只）多于下跌家数（12只），指数却仍下跌0.67%——此前数个交易日，成分股广度与指数方向大体同步，这次出现了背离。差距集中在银行股、怡和洋行与新加坡电信这几只当天领跌的权重股上，它们的合计跌幅抵消了其余25只成分股（其中13只上涨）分散贡献的涨幅。

本文仅供参考，不构成任何投资建议。

STI收跌0.67%報5,574.69點，SATS領漲、怡和洋行領跌

· 長橋新加坡

海峽時報指數週三收報5,574.69點，跌37.56點，跌幅0.67%，全天交易區間5,568.48至5,614.84點。30檔成分股中13檔上漲、12檔下跌、5檔持平，漲家數略多於跌家數；SATS領漲，怡和洋行領跌。

指數早盤低開約0.2%，報5,601.09點，當時全市場上漲家數以124比61領先下跌家數。跌勢在盤中擴大，三大銀行罕見同向下跌——先前數個交易日三行走勢持續分化，週三星展跌1.28%、大華跌0.44%、華僑銀行跌0.31%，為近期首次同步下行。新加坡電信跌1.81%，怡和洋行跌2.37%，這幾檔權重較大、市場關注度高的個股跌幅疊加，抵銷了成分股中其餘個股的漲幅。

個股焦點

SATS（S58.SG，+2.77%）週三全場領漲，此前樟宜機場集團與SATS聯合在2號、3號航廈部署自動駕駛輪椅，協助行動不便旅客，此舉針對2023至2025年間協助需求激增20%的情況，試運行階段已服務超過1.3萬人次旅客。該專案為SATS的地勤業務增添了營運效率方面的看點，且股價在8月4日下跌2.29%後出現反彈，同時公司將於8月19日盤後發布截至6月30日止季度的首季業務更新。該股目前股價淨值比2.54倍，處於近十年區間中段，分析師共識評等為「強力買進」。

怡和洋行（Jardine Matheson，J36.SG，-2.37%）週三全場跌幅最深，為當天成分股中表現最差的一檔。前一日（8月4日）該集團宣布終止長達44年的牛津劍橋本科獎學金計畫，轉而將資金投向亞洲地區的高校；同時，8月3日怡和洋行董事曾購入約99.5萬美元公司股份，但這一增持並未阻止週三的股價走弱。該股目前股價淨值比0.67倍，高於自身五年區間，但仍低於1.04倍的產業中位數，分析師共識評等為「強力買進」，目標價隱含約34%上行空間。

一個值得注意的點

週三STI的30檔成分股中，上漲家數（13檔）多於下跌家數（12檔），指數卻仍下跌0.67%——先前數個交易日，成分股廣度與指數方向大致同步，這次出現了背離。差距集中在銀行股、怡和洋行與新加坡電信這幾檔當天領跌的權重股上，它們的合計跌幅抵銷了其餘25檔成分股（其中13檔上漲）分散貢獻的漲幅。

本文僅供參考，不構成任何投資建議。