EN · 简体 · 繁體

STI Jumps 0.86% to Close at 5,723.76 as Seatrium Leads Broad-Based Rally, ST Engineering and SGX Extend Gains

· Longbridge Singapore

The Straits Times Index climbed 48.53 points, or 0.86%, to close at 5,723.76 on Tuesday, its largest single-day gain since September 4, trading between an intraday high of 5,737.33 and a low of 5,663.60. Advancers outpaced decliners 18 to 4, with eight constituents unchanged, as Seatrium, ST Engineering and SGX led gains that extended across most of the board, including all three local banks.

The index opened firmer by 0.17% on the back of an overnight rally on Wall Street, according to morning trading commentary, before the advance broadened through the session to close near its session high. The gains came as markets looked ahead to a busy week of data and events, including Singapore's August CPI print and euro-area flash PMIs due later this week, alongside a crowded geopolitical calendar and Costco's fiscal fourth-quarter earnings as the lone major US corporate test. With little in the way of fresh index-level catalysts locally, Tuesday's advance tracked broader regional risk appetite rather than any single domestic trigger.

Session Movers

Seatrium (5E2.SG, +4.88%) led the index higher, rising to $2.15 after the company established a new S$100 million share buyback programme, to be funded through open-market purchases and used for employee share schemes, director fees or cancellation. The plan draws on an authorisation approved at the company's April 2024 shareholder meeting to repurchase up to 2% of issued shares and is expected to take more than a year to complete. The stock trades at 0.94 times book — cheaper than 99.62% of the past year — against a consensus Buy rating and a $2.51 target implying 16.65% upside.

ST Engineering (S63.SG, +2.89%) advanced to $10.69, extending the move that followed Goldman Sachs' initiation of coverage last Thursday with a Buy rating and a $13.20 target, projecting a 20% net profit compound annual growth rate from 2025 to 2029. There was no fresh company disclosure Tuesday, and Goldman's optimism continues to sit in contrast with Morningstar's Hold rating. The stock now trades at 56.65 times earnings — cheaper than just 10.43% of the past five years — against a consensus Buy rating and an $11.66 target implying 9.03% upside.

SGX (S68.SG, +2.87%) rose to $22.96 with no company-specific announcement Tuesday. The most recent relevant disclosure remains last week's report that retail investors net bought S$888 million in Singapore stocks through September 16, with DBS, OCBC and SGX together accounting for two-thirds of that demand. SGX now trades at 34.15 times earnings — cheaper than just 4.45% of the past decade — against a consensus Hold rating and a $23.80 target implying 3.67% upside.

CICT (C38U.SG, -0.88%) was the session's lone selected decliner, slipping to $2.24 even as its manager reiterated first-half 2026 results in a slide presentation released Tuesday: portfolio value of S$30.9 billion, gross revenue up 7.5% year-on-year, net property income up 8.7% and distribution per unit up 7.1%. The disclosure largely restated figures already known from mid-September, and the stock's decline extended a pattern in which REIT-linked names have lagged bank- and industrial-led gains in recent sessions.

SGX Most Watched Today · 2026-09-22

One point worth noting

Tuesday's 0.86% gain was the index's best single-day showing since September 4, and for once breadth matched the headline number cleanly: 18 of 30 constituents advanced against just four decliners, a more uniform rally than several recent sessions in which gains concentrated in a handful of large-cap names left the broader tape lagging behind. Underneath that alignment, though, two of the day's biggest movers were among the board's priciest names by their own history — ST Engineering at 56.65 times earnings and SGX at 34.15 times, both near multi-year valuation highs — a reminder that today's participation was broad, but its leadership was concentrated in stocks that were already trading rich.

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

STI涨0.86%收报5,723.76点,海庭领涨全线普涨,新科工程、新交所同步走高

· 长桥新加坡

海峡时报指数周二收涨48.53点,涨幅0.86%,报5,723.76点,为9月4日以来最大单日涨幅,盘中一度上探5,737.33点高位、下探5,663.60点低位。全场30只成分股中18只上涨、4只下跌、8只持平,海庭、新科工程、新交所领涨,涨势覆盖包括三大银行在内的大部分成分股。

指数早盘受隔夜美股走强带动高开0.17%,随后涨势在全天交易中持续扩大、收盘接近全日高点。市场同时关注本周稍晚将公布的新加坡8月CPI数据与欧元区PMI初值,地缘政治日程密集,好市多2026财年第四财季业绩是本周美股唯一重量级财报。在本地缺乏具体指数级催化剂的情况下,周二的涨势更多跟随区域整体风险偏好回暖,而非单一本地事件驱动。

个股焦点

海庭(Seatrium,5E2.SG,+4.88%)领涨大盘,收报2.15新元,公司新设立一项1亿新元股票回购计划,将通过公开市场购买方式实施,回购股份用于员工持股计划、支付董事费或注销。该计划依据2024年4月股东大会批准的授权,可回购最多2%已发行股份,预计需一年以上完成。该股现价市净率0.94倍,比过去近1年99.62%的时间更便宜,共识评级「买入」、目标价2.51新元,隐含约16.65%上行空间。

新科工程(ST Engineering,S63.SG,+2.89%)收报10.69新元,延续上周四高盛首次覆盖给予「买入」评级、目标价13.20新元(预计2025至2029年净利润复合年增长率20%)以来的涨势。周二当天并无新公司披露,高盛的乐观看法仍与晨星「持有」评级形成对比。该股现市盈率56.65倍,比过去近5年仅10.43%的时间更便宜,共识评级「买入」、目标价11.66新元,隐含约9.03%上行空间。

新交所(SGX,S68.SG,+2.87%)收报22.96新元,周二当天无公司层面新披露。最新相关消息仍是上周报道的散户投资者截至9月16日净买入8.88亿新元新加坡股票,星展、华侨银行、新交所三者合计占该需求的三分之二。该股现市盈率34.15倍,比过去10年仅约4.45%的时间更便宜,共识评级「持有」、目标价23.80新元,隐含约3.67%上行空间。

凯德综合商业信托(CICT,C38U.SG,-0.88%)是当日所选个股中唯一下跌的一只,收报2.24新元,尽管管理人周二发布的简报重申了2026年上半年业绩:投资组合价值达309亿新元,总收入同比+7.5%,净物业收入同比+8.7%,每单位派息同比+7.1%。该披露多为9月中旬已知数据的重申,该股跌势延续了近期房托类股跑输银行与工业类股涨势的格局。

坡股今日人气榜 · 2026-09-22

一个值得注意的点

周二0.86%的涨幅是9月4日以来最大单日表现,且这次广度与指数方向难得保持一致:全场18只成分股上涨,仅4只下跌,比近期多次涨幅集中于少数权重股、广度明显跟不上的交易日更为整齐。不过在这份齐涨表象之下,当日两大领涨股按自身估值历史衡量都处于偏贵区间——新科工程市盈率56.65倍、新交所34.15倍,均处于多年高位——提醒我们今天的参与面虽广,领涨力量却仍集中在估值已经不便宜的个股上。

本文仅供参考,不构成任何投资建议。

STI漲0.86%收盤報5,723.76點,海庭領漲全線普漲,新科工程、新交所同步走高

· 長橋新加坡

海峽時報指數週二收漲48.53點,漲幅0.86%,報5,723.76點,為9月4日以來最大單日漲幅,盤中一度上探5,737.33點高點、下探5,663.60點低點。全場30檔成分股中18檔上漲、4檔下跌、8檔持平,海庭、新科工程、新交所領漲,漲勢涵蓋包括三大銀行在內的大部分成分股。

指數早盤受隔夜美股走強帶動高開0.17%,隨後漲勢在全天交易中持續擴大、收盤接近全日高點。市場同時關注本週稍晚將公佈的新加坡8月CPI數據與歐元區PMI初值,地緣政治日程密集,好市多2026財年第四財季業績是本週美股唯一重量級財報。在本地缺乏具體指數級催化劑的情況下,週二的漲勢更多跟隨區域整體風險偏好回暖,而非單一本地事件驅動。

個股焦點

海庭(Seatrium,5E2.SG,+4.88%)領漲大盤,收報2.15新元,公司新設立一項1億新元股票回購計劃,將透過公開市場購買方式實施,回購股份用於員工持股計劃、支付董事費或註銷。該計劃依據2024年4月股東大會批准的授權,可回購最多2%已發行股份,預計需一年以上完成。該股現價市淨率0.94倍,比過去近1年99.62%的時間更便宜,共識評等「買入」、目標價2.51新元,隱含約16.65%上行空間。

新科工程(ST Engineering,S63.SG,+2.89%)收報10.69新元,延續上週四高盛首次評等給予「買入」評等、目標價13.20新元(預計2025至2029年淨利潤複合年成長率20%)以來的漲勢。週二當天並無新公司披露,高盛的樂觀看法仍與晨星「持有」評等形成對比。該股現本益比56.65倍,比過去近5年僅10.43%的時間更便宜,共識評等「買入」、目標價11.66新元,隱含約9.03%上行空間。

新交所(SGX,S68.SG,+2.87%)收報22.96新元,週二當天無公司層面新披露。最新相關消息仍是上週報導的散戶投資人截至9月16日淨買入8.88億新元新加坡股票,星展、華僑銀行、新交所三者合計佔該需求的三分之二。該股現本益比34.15倍,比過去10年僅約4.45%的時間更便宜,共識評等「持有」、目標價23.80新元,隱含約3.67%上行空間。

凱德綜合商業信託(CICT,C38U.SG,-0.88%)是當日所選個股中唯一下跌的一檔,收報2.24新元,儘管管理人週二發布的簡報重申了2026年上半年業績:投資組合價值達309億新元,總收入年增7.5%,淨物業收入年增8.7%,每單位配息年增7.1%。該披露多為9月中旬已知數據的重申,該股跌勢延續了近期房託類股跑輸銀行與工業類股漲勢的格局。

坡股今日人氣榜 · 2026-09-22

一個值得注意的點

週二0.86%的漲幅是9月4日以來最大單日表現,且這次廣度與指數方向難得保持一致:全場18檔成分股上漲,僅4檔下跌,比近期多次漲幅集中於少數權重股、廣度明顯跟不上的交易日更為整齊。不過在這份齊漲表象之下,當日兩大領漲股按自身估值歷史衡量都處於偏貴區間——新科工程本益比56.65倍、新交所34.15倍,均處於多年高位——提醒我們今天的參與面雖廣,領漲力量卻仍集中在估值已經不便宜的個股上。

本文僅供參考,不構成任何投資建議。