$UOB(U11.SI)$ UOB is the most undervalued (on a pullback from ATH) and has the most to gain from interest rates because it’s still the most traditional bank of the 3 major SG banks and most reliant on net interest income.
$Singtel(Z74.SI)$ current market cap still undervalues its regional stakes—Bharti Airtel, Telkomsel and AIS. Catalysts include Nxera data-centre capacity doubling to 120MW, AI infrastructure positioning, Optus margin recovery, NCS cost savings, and Singapore ARPU stabilizing amid potential StarHub-M1 consolidation. Add an SGD 9 billion capital-recycling programme, buybacks, and ~4% dividend yield.
C is the soundest pick: infrastructure names like Broadcom, Nvidia, AMD and Microsoft anchor the AI build-out through chips, memory, power and data centers — durable multi-year commitments regardless of any hype or rhetoric about a slower pace of AI development. The $315 million options bet reinforces this understanding. I will use any short-term weakness as a golden opportunity to accumulate high value stocks at cheap valuations!
$UOB(U11.SI)$ they have always been conservative in their guidance and provisions - in a rising interest rate environment, the bank will do very well given their ASEAN retail dominance.
$Broadcom(AVGO)$ Broadcom’s AI business grew 221% last quarter and just landed Anthropic as a major new customer. Fundamentals like these are why I’m holding $AVGO for the long run!
$UOB(U11.SI)$ it just won several awards at Euromoney, including for Best Retail Bank in all of Asia! This is the sitting undervalued gem in plain sight! Target prices are jumping. Buy buy buy while you still can at this low price!
Singaporean Stocks Rise 0.1%, Bumitama Agri Up 4.6%, Pacific Century Up Over 2%
$UOB(U11.SI)$ RHB Upgrades United Overseas Bank to Buy from Neutral; Price Target is SG$46.60 - source: https://www.marketscreener.com/news/rhb-upgrades-united-overseas-bank-to-buy-from-neutral-price-target-is-sg-46-60-ce7859dad08df422