STI Adds 0.83% to 5,745.84 as Breadth Turns Positive; Yangzijiang Surges, SIA Slides 5.92%

Tuesday, 11 August 2026 · Longbridge Singapore

The Straits Times Index closed at 5,745.84 on Tuesday, up 47.41 points, or 0.83%, after swinging between an intraday low of 5,667.05 and a high of 5,774.21. The advance was broad: 17 of the benchmark's 30 constituents closed higher against eight decliners and five unchanged, a marked change from the narrower, earnings-driven rallies of recent sessions.

Gains were underpinned by a regional rally in bank shares — one report described Asia-Pacific bank stocks as posting their strongest surge in decades — which lifted OCBC and extended the momentum from last week's record first-half local-bank earnings. Yangzijiang Shipbuilding continued to climb after its own record results, while Singapore Exchange added to gains on fresh guidance from its finance chief. Singapore Airlines was the session's outlier, falling sharply as it remained under pressure from last week's quarterly loss.

Session Movers

Yangzijiang Shipbuilding (BS6.SG, +10.95%) was the session's best performer, extending its rally after reporting first-half net profit up 28.4% year-on-year to RMB5.37 billion on revenue up 36.2% to RMB17.53 billion, with delivery slots through 2029 nearly full and management targeting US$4.5 billion in new orders this year. Even after Tuesday's jump, the S$4.66 close leaves only about 5% of headroom to the consensus Buy target of S$4.90, set Monday.

OCBC (O39.SG, +3.5%) advanced after DBS analyst Lim Rui Wen reiterated a Buy rating with a S$36.60 target — above the stock's own Moderate Buy consensus target of S$29.68 — and as the bank extended its mobile precious-metals platform to platinum and palladium for retail clients. The moves built on last week's record first-half profit and 15% dividend increase.

Singapore Exchange (S68.SG, +2.82%) rose after its chief financial officer said Tuesday that stock and foreign-exchange trading activity should support comprehensive growth in fiscal 2027, extending last week's record full-year net profit and the chief executive's comments on the strongest IPO pipeline in 18 months. The stock carries a consensus Hold rating with a target price below Tuesday's close.

Singapore Airlines (C6L.SG, -5.92%) was the index's sharpest decliner, with no fresh company news Tuesday. The stock remains under pressure after its record-revenue but loss-making first quarter, reported August 4, marked its first quarterly net loss since the pandemic. Even after the slide, the S$7.15 close sits just above the consensus Hold target of S$7.05, set July 31.

One point worth noting

For the first time in several sessions, the STI's breadth matched its direction. Tuesday's 17 advancers against eight decliners and five unchanged is a sharp reversal from Thursday's eight advancers against 20 decliners on a 1.04% gain and Friday's 11 against 18 on a 0.94% gain — sessions when gains were concentrated in a handful of large-cap earnings movers. Tuesday's advance also broadened beyond the banks, with shipbuilding and the exchange operator itself among the leaders.

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

STI收涨0.83%报5,745.84点，市场广度由背离转一致，扬子江船业续涨、新加坡航空重挫5.92%

2026年8月11日星期二 · 长桥新加坡

海峡时报指数周二收报5,745.84点，涨47.41点，涨幅0.83%，全天在5,667.05至5,774.21点之间震荡。此次上涨基础较广：30只成分股中17只上涨、8只下跌、5只持平，与近期几个交易日由少数权重股主导的窄幅上涨明显不同。

涨势主要受区域银行股普涨带动——有报道称亚太区银行股正经历数十年来最强劲的一波上涨——华侨银行随之走高，延续了上周本地银行创纪录上半年业绩带来的动能。扬子江船业在自身创纪录业绩公布后持续攀升，新交所则受首席财务官最新表态提振而走高。新加坡航空是当天唯一逆势重挫的成分股，仍承压于上周公布的单季亏损。

个股焦点

扬子江船业（Yangzijiang Shipbuilding，BS6.SG，+10.95%）是当天表现最佳的成分股，延续了此前上半年净利润同比增长28.4%至53.68亿元人民币、营业收入增长36.2%至175.34亿元人民币后的涨势，2029年交付船位已接近排满，管理层以2026财年45亿美元新订单为目标。即便周二大涨后，该股收报4.66新元，距离周一设定的共识「买入」目标价4.90新元仍有约5%空间。

华侨银行（OCBC，O39.SG，+3.5%）走高，星展银行分析师Lim Rui Wen维持对该股的「买入」评级，目标价36.60新元，高于该股自身29.68新元的「温和买入」共识目标价；同日，该行还将手机应用的贵金属投资服务扩展至白金与钯金。此举延续了上周创纪录上半年利润与中期股息上调15%带来的涨势。

新交所（SGX，S68.SG，+2.82%）上涨，公司首席财务官周二表示，股票及外汇交易活动将支撑2027财年实现全面增长，延续了上周创纪录全年净利润与首席执行官关于IPO储备「18个月以来最强」的表态。该股目前获分析师共识「持有」评级，目标价低于周二收盘价。

新加坡航空（Singapore Airlines，C6L.SG，-5.92%）是当天跌幅最深的成分股，周二并无最新公司层面消息。该股仍承压于8月4日公布的首季业绩——营收创纪录但因燃油成本上升及印度航空业务拖累，出现疫情以来首次单季净亏损。即便经历今日重挫，该股收报7.15新元，仍略高于7月31日设定的共识「持有」目标价7.05新元。

一个值得注意的点

STI的市场广度近几个交易日来首次与指数走势一致：周二17只上涨、8只下跌、5只持平，相比周四（8只上涨、20只下跌，指数涨1.04%）与周五（11只上涨、18只下跌，指数涨0.94%）——彼时涨幅均集中在少数披露业绩的大盘股——形成明显反差。周二的涨势也不再局限于银行股，造船与交易所运营商同样跻身领涨之列。

本文仅供参考，不构成任何投资建议。

STI收漲0.83%報5,745.84點，市場廣度由背離轉一致，揚子江船業續漲、新加坡航空重挫5.92%

2026年8月11日星期二 · 長橋新加坡

海峽時報指數週二收報5,745.84點，漲47.41點，漲幅0.83%，全天在5,667.05至5,774.21點之間震盪。此次上漲基礎較廣：30檔成分股中17檔上漲、8檔下跌、5檔持平，與近期幾個交易日由少數權重股主導的窄幅上漲明顯不同。

漲勢主要受區域銀行股普漲帶動——有報導稱亞太區銀行股正經歷數十年來最強勁的一波漲勢——華僑銀行隨之走高，延續了上週本地銀行創紀錄上半年業績帶來的動能。揚子江船業在自身創紀錄業績公佈後持續攀升，新交所則受財務長最新表態提振而走高。新加坡航空是當天唯一逆勢重挫的成分股，仍承壓於上週公佈的單季虧損。

個股焦點

揚子江船業（Yangzijiang Shipbuilding，BS6.SG，+10.95%）是當天表現最佳的成分股，延續了此前上半年淨利潤按年增長28.4%至53.68億元人民幣、營業收入增長36.2%至175.34億元人民幣後的漲勢，2029年交付船位已接近排滿，管理層以2026財年45億美元新訂單為目標。即便週二大漲後，該股收報4.66新元，距離週一設定的共識「買進」目標價4.90新元仍有約5%空間。

華僑銀行（OCBC，O39.SG，+3.5%）走高，星展銀行分析師Lim Rui Wen維持對該股的「買進」評等，目標價36.60新元，高於該股自身29.68新元的「溫和買進」共識目標價；同日，該行還將手機應用程式的貴金屬投資服務擴展至白金與鈀金。此舉延續了上週創紀錄上半年利潤與中期股息上調15%帶來的漲勢。

新交所（SGX，S68.SG，+2.82%）上漲，公司財務長週二表示，股票及外匯交易活動將支撐2027財年實現全面增長，延續了上週創紀錄全年淨利潤與執行長關於IPO儲備「18個月以來最強」的表態。該股目前獲分析師共識「持有」評等，目標價低於週二收盤價。

新加坡航空（Singapore Airlines，C6L.SG，-5.92%）是當天跌幅最深的成分股，週二並無最新公司層面消息。該股仍承壓於8月4日公佈的首季業績——營收創紀錄但因燃油成本上升及印度航空業務拖累，出現疫情以來首次單季淨虧損。即便經歷今日重挫，該股收報7.15新元，仍略高於7月31日設定的共識「持有」目標價7.05新元。

一個值得注意的點

STI的市場廣度近幾個交易日來首次與指數走勢一致：週二17檔上漲、8檔下跌、5檔持平，相比週四（8檔上漲、20檔下跌，指數漲1.04%）與週五（11檔上漲、18檔下跌，指數漲0.94%）——當時漲幅均集中在少數披露業績的大盤股——形成明顯反差。週二的漲勢也不再局限於銀行股，造船與交易所營運商同樣躋身領漲之列。

本文僅供參考，不構成任何投資建議。