STI recently hit an all-time h

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Mkoh
08-26 19:12

STI recently hit an all-time high near 5,768 (closing) / 5,774 (intraday) in mid-August 2026, now hovering ~5,720–5,736. Banks (DBS, OCBC, UOB; ~57% weight) drove much of the ~24% YTD total return amid strong earnings and wealth inflows. Other majors (e.g., ST Engineering, SGX) also contributed positively.

Further upside is possible if earnings growth (~10–12% expected) continues, rates ease, and Singapore’s economy remains resilient (AI, infrastructure, services). Consensus targets and historical patterns after ATHs support moderate gains, though valuations have tightened and profit-taking occurs.
Market breadth remains narrow—many non-bank STI stocks lag. Mid-caps (e.g., iEdge Next 50) have underperformed STI YTD (~5–8% vs. 24%), despite rising liquidity, institutional inflows, and SGX revitalization efforts. Selective quality mid-caps with earnings visibility could broaden participation over time, but banks will likely dominate near-term moves

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Tracccy
·08-27 17:42
SGX revitalization only matters if it actually unlocks mid-cap liquidity. Any real progress on secondary listings or easier follow-on fundraising rules?
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zoomzi
·08-27 17:42
57% in banks is doing a lot of the lifting already. With DBS near 20% weight, STI still looks supported, but breadth really needs to improve
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