SG Stocks: Where Analysts See the Best Opportunities in Aug 2025

Singapore’s market outlook remains positive, with the Straits Times Index (STI) expected to end 2025 in the 4,300 to 4,430 range. Analysts cite strong liquidity from the MAS Equity Market Development Programme (EQDP), Singapore’s safe haven appeal, and attractive dividend yields (around 4.5% to 5%) as key tailwinds. Risks remain, especially from potential tariffs on sectors like semiconductors and pharmaceuticals, and valuation froth in certain small mid caps, but the overall tone leans bullish.

Top Sectors & ThemesOverweight: Small mid caps, Industrial REITs, Transport, Consumer, Manufacturing & TechNeutral: Banks (dividend support but softer growth), Healthcare, Retail & Hospitality REITs

Most Mentioned Stocks Across 6 Broker Reports

1. ComfortDelGro – Transport recovery, high yield, and resilient domestic demand

2. DFI Retail Group – Improving margins and consistent dividends

3. CLAR (CapitaLand Ascendas REIT) – Industrial REIT with strong fundamentals and stable DPU

4. CICT (CapitaLand Integrated Commercial Trust) – Retail and commercial recovery with solid yield

5. FEH (Food Empire Holdings) – Expansion and margin improvement potential

6. Marco Polo Marine – Strong vessel utilisation and sector tailwinds

   
   

Other notable picks include UMS (semiconductor cycle recovery), CSE Global (growing orderbook), Singtel (earnings visibility, dividend stability), and Frencken (semiconductor sentiment boost).

Bottom Line: A balanced portfolio blending large cap defensives (Singtel, CLAR, CICT, ComfortDelGro, DFI) with targeted small mid cap growth plays (UMS, CSE, FEH, Marco Polo Marine) could capture upside while mitigating risks.