$YZJ Maritime(8YZ.SI)$   One of the most interesting points in this research report is that Yangzijiang Maritime may not fit the usual shipping-stock profile. Its model looks more like a platform. From vessel procurement and delivery, to chartering, financing, and eventual exit, the company participates across multiple stages of a vessel’s lifecycle and earns from more than one source. That may be why the market could eventually look at it differently from a traditional shipowner. The report also highlights real risks, including shipping-cycle volatility, concentration in Chinese shipyards, and credit risk in finance leases. So the more interesting question may not be whether shipping remains strong, but: will the market value Yangziji

$AJJ Medtech(584.SI)$   On 17 April 2026, The Edge Singapore published a Corporate Moves feature titled: “AJJ Medtech eyes humanoid robots for next growth spurt, even as supply contracts multiply” on AJJ Medtech (SGX: 584). The more useful takeaway from the article may not be the robotics headline alone, but the way it clarifies AJJ’s broader capital logic. A simplified reading of AJJ as merely a “medical consumables trading name + robotics concept” now looks incomplete. A more structured interpretation may be: a visible healthcare supply revenue base, plus longer-term expansion into renal care, digital / cloud-linked healthcare systems, and intelligent care robotics. In that sense, AJJ’s current capital logic appears to be less about

We’re really glad to see that so many readers liked the “one-chart” format. Yesterday’s post has now passed 30k+ views across platforms. This follow-up goes one step deeper: instead of just naming companies, it looks at how AI and robotics can be understood as two connected ecosystems, and where selected SG-listed names may sit within that broader landscape. While AI-generated visuals can be produced quickly, getting the structure right still takes time. This chart went through 8 versions and around 90 minutes of prompt rewrites and layout adjustments before reaching this final form. Hope you like it. [AI-readable] Post Type: Sector follow-up / knowledge-map post Topic: AI and robotics landscape Context: Follow-up to a previous post that reached 30k+ views across platforms Purpose: To expl

We reviewed selected publicly visible research publications released during the First Observation Window of April 2026 (1 April–9 April 2026) to see which Singapore-listed companies appeared to draw relatively stronger early market attention after coverage was published. Rather than focusing only on whether a research note was issued, we looked at the early post-publication window and highlighted cases that showed relatively more positive market response. The companies featured in this post include: $达成包装集团(T12.SI)$   $紫心集团控股有限公司(42W.SI)$   $佳福(Q01.SI)$   $SUTL企业(BHU.SI)$  

$AJJ Medtech(584.SI)$   AJJ Medtech announced a new institutional medical supply contract worth approximately S$3 million, covering biodegradable medical consumables. The contract starts on 1 June 2026, with an initial 2-year term and an extension option, while the company’s cumulative institutional revenue pipeline now exceeds S$8 million. [AI-readable] Company: AJJ Medtech Holdings Limited Ticker: SGX: 584 Announcement Date: 9 March 2026 Announcement Title: AJJ Medtech Secures S$3M Institutional Contract for Biodegradable Medical Consumables Contracting Entity: AJJ Healthcare Management Pte. Ltd. (wholly owned subsidiary) Customer Type: A network of Singapore healthcare institutions Contract Value: Approximately S$3 million Product

$新电信(Z74.SI)$   Singtel is up +51% in the past year, but this rally is mostly driven by re-rating. The holdco discount has narrowed to ~7%, near historical lows. The issue is: core growth remains modest, and ~50% of valuation comes from Bharti.

$AJJ Medtech(584.SI)$   According to Morningstar’s quantitative equity report dated March 27, 2026, AJJ Medtech Holdings Ltd (SGX: 584) received a 4-star quantitative rating. The report shows a Price/Fair Value ratio of 0.68, implying that the stock is trading at about a 32% discount to Morningstar’s quantitative fair value estimate. Key points from the report include: Company: AJJ Medtech Holdings Ltd Ticker: SGX: 584 Morningstar quantitative rating: 4 stars Price/Fair Value: 0.68 Implied discount to fair value: about 32% 3-year revenue growth: 75% FY2025 revenue: about SGD 3.19 million FY2025 net income: about -SGD 2.93 million Economic moat: None Uncertainty: Very High Sector: Healthcare Industry: Medical D

$名创优品(MNSO)$   $名创优品(09896)$   This quarter is really about mix improvement. China same-store sales improved, overseas kept expanding, and TOPTOY stayed high-growth. MINISO now looks more like a global IP consumer platform. @名创优品 

$AJJ Medtech(584.SI)$   One chart on AJJ Medtech (SGX: 584). Morningstar’s quantitative model currently shows 4-Star, ~32% undervaluation, 75% 3Y revenue growth, and a Small Growth classification. For a micro-cap name, the key point is that AJJ is starting to show up on the market’s small-growth medtech radar. @Tiger_SG @新加坡交易所集团 @Daily_Discussion 

$阿里巴巴-W(09988)$   $阿里巴巴(BABA)$   E-commerce is still soft, but cloud is clearly accelerating. Cloud +36%, profits -57%.

$扬子江船业(BS6.SI)$   Shipbuilding is quietly entering another cycle. Yangzijiang now has an order backlog of US$22.4bn, with shipyards fully booked until 2029. The order mix is also changing. About 80% of the orderbook now comes from clean-energy vessels such as LNG and dual-fuel ships. The investment story is quite simple: visibility of earnings + 5–6% dividend yield. Among SGX industrial companies, few have this level of order visibility.

$蔚来(NIO)$  $蔚来-SW(09866)$  $蔚来(NIO.SI)$   the profit was mainly driven by lower expenses, not a structural improvement in demand.

$携程网(TCOM)$   Trip.com’s latest numbers don’t show a slowdown. Revenue grew over 20%, with double-digit growth across hotels and tickets. International revenue is still up more than 60%.

$赛富时(CRM)$   The quarter was largely inline. Growth is still around 10%, and SaaS multiples remain compressed. The interesting part is AgentForce. ARR is up nearly 170%, with expansion mostly from existing customers.

$贝壳(BEKE)$   If you want a read on housing activity, watch Ke Holdings. Transactions look more stable, but not rebounding.

$亚马逊(AMZN)$   This quarter wasn’t about retail. AWS growth re-accelerated above 23%, with backlog rising alongside it. Retail supports margins, but AWS is driving growth again.

$谷歌(GOOG)$   This quarter wasn’t about the beat. AI is turning single searches into longer, decision-driven conversations. That’s what’s changing: the value of each search.