{"id":85458,"date":"2026-02-16T08:00:00","date_gmt":"2026-02-16T00:00:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=85458"},"modified":"2026-02-16T09:05:51","modified_gmt":"2026-02-16T01:05:51","slug":"our-top-picks-today-stocks-16-february-2026","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/our-top-picks-today-stocks-16-february-2026\/","title":{"rendered":"Our Top Picks Today: Stocks | 16 February 2026"},"content":{"rendered":"\n<p class=\"has-background wp-block-paragraph\" style=\"background-color:#c6d9f1\"><strong><a href=\"#sp\">Sector Performance<\/a> | <a href=\"#sg\">Singapore<\/a> | <a href=\"#hk\">Hong Kong<\/a> | <a href=\"#us\">United States<\/a> | <a href=\"#td\">Trading Dashboard<\/a><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\" id=\"sp\"><img fetchpriority=\"high\" decoding=\"async\" width=\"972\" height=\"207\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-285.png\" alt=\"\" class=\"wp-image-84274\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-285.png 972w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-285-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-285-768x164.png 768w\" sizes=\"(max-width: 972px) 100vw, 972px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"font-size:25px\"><strong>United States<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"976\" height=\"394\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-256.png\" alt=\"\" class=\"wp-image-85485\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-256.png 976w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-256-300x121.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-256-768x310.png 768w\" sizes=\"(max-width: 976px) 100vw, 976px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"976\" height=\"300\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-257.png\" alt=\"\" class=\"wp-image-85486\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-257.png 976w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-257-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-257-768x236.png 768w\" sizes=\"(max-width: 976px) 100vw, 976px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"976\" height=\"250\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-266.png\" alt=\"\" class=\"wp-image-85496\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-266.png 976w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-266-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-266-768x197.png 768w\" sizes=\"(max-width: 976px) 100vw, 976px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"134\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-286.png\" alt=\"\" class=\"wp-image-84275\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-286.png 650w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-286-300x62.png 300w\" sizes=\"(max-width: 650px) 100vw, 650px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"font-size:25px\"><a id=\"post-83167-_qqv3rtx8nazp\"><\/a><strong>Hong Kong<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"976\" height=\"620\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-259.png\" alt=\"\" class=\"wp-image-85488\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-259.png 976w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-259-300x191.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-259-768x488.png 768w\" sizes=\"(max-width: 976px) 100vw, 976px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\" title=\"\">^ Back To Top<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"644\" height=\"124\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-288.png\" alt=\"\" class=\"wp-image-84277\" style=\"aspect-ratio:5.194076874606175;width:840px;height:auto\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-288.png 644w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-288-300x58.png 300w\" sizes=\"(max-width: 644px) 100vw, 644px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\" id=\"sg\"><img loading=\"lazy\" decoding=\"async\" width=\"976\" height=\"207\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-289.png\" alt=\"\" class=\"wp-image-84278\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-289.png 976w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-289-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-289-768x163.png 768w\" sizes=\"(max-width: 976px) 100vw, 976px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center has-white-color has-vivid-green-cyan-background-color has-text-color has-background has-link-color wp-elements-62305ee0a52ded2a3c4ca367433c7329 wp-block-paragraph\"><strong><strong><strong>BUY<\/strong><\/strong><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" style=\"font-size:25px;font-style:normal;font-weight:700\">Keppel DC REIT (KDCREIT SP)<\/h3>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"216\" height=\"216\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-236.png\" alt=\"\" class=\"wp-image-85461\" style=\"width:232px;height:auto\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-236.png 216w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-236-150x150.png 150w\" sizes=\"(max-width: 216px) 100vw, 216px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center has-white-color has-luminous-vivid-amber-background-color has-text-color has-background has-link-color wp-elements-5fdd460be081aad47cf09bcb10d378b8 wp-block-paragraph\"><strong><strong><strong><strong><strong>RE-ITERATE BUY<\/strong><\/strong><\/strong><\/strong><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" style=\"font-size:25px\">Hongkong Land Holdings Limited (HKL SP)<\/h3>\n\n\n\n<div style=\"height:1px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"118\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-217.png\" alt=\"\" class=\"wp-image-85420\"\/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Entry: 2.22<br>Target: 2.50<br>Stop Loss: 2.08<\/strong><\/td><\/tr><tr><td><strong><strong><strong><strong><strong>The AI infrastructure yield compounder<\/strong><\/strong><\/strong><\/strong><\/strong><br><\/td><\/tr><tr><td><strong>Key Insights<\/strong>\u00a0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AI capex cycle keeps the asset class tight, and DC landlords still price power scarcity.<\/strong> Industry data continues to point to a multiyear supply demand gap, increasingly driven by power constraints rather than just real estate availability. A recent JLL cited projection points to global data centre capacity expanding by 97GW from 2026 to 2030, effectively doubling sector capacity, with APAC capacity rising from 32GW to 57GW by 2030.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Sponsor flywheel plus DPU accretive deployment remains the core rerating engine. <\/strong>The manager is explicitly scaling through hyperscale acquisitions and has guided to meaningful inorganic activity, citing about $1.1B of acquisitions including Tokyo Data Centre 3 and remaining interests in Keppel DC Singapore assets, and noting the remaining interests in Keppel DC Singapore 3 and 4 are expected to complete by 1Q26.<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Entry: 8.5<br>Target: 9.5<br>Stop Loss: 8.0<\/strong><\/td><\/tr><tr><td><strong><strong><strong>Central office stabilisation is real, capital recycling adds a shareholder return bid<\/strong><\/strong><\/strong><\/td><\/tr><tr><td><strong>Key Insights<\/strong>\u00a0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Signs of a Hong Kong office floor are emerging, and the market is still sceptical.<\/strong> Management flagged improving enquiry levels in 1H25, with committed vacancy in the Central office portfolio down to 6.9% at end June and further to 6.4% by end September, meaningfully better than wider Central Grade A vacancy (11.8% in June and 11.0% in September).<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Singapore offices are quietly a stabiliser, while LANDMARK disruption is time bound. <\/strong>Singapore office vacancy is low and rental reversions remained positive, offering earnings ballast while Hong Kong offices work through negative reversions. Management disclosed 2.0% physical vacancy in Singapore at end June with average rents up YoY.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"644\" height=\"124\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-292.png\" alt=\"\" class=\"wp-image-84281\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-292.png 644w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-292-300x58.png 300w\" sizes=\"(max-width: 644px) 100vw, 644px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\" id=\"hk\"><img loading=\"lazy\" decoding=\"async\" width=\"957\" height=\"204\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-293.png\" alt=\"\" class=\"wp-image-84282\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-293.png 957w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-293-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-293-768x164.png 768w\" sizes=\"(max-width: 957px) 100vw, 957px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center has-white-color has-vivid-green-cyan-background-color has-text-color has-background has-link-color wp-elements-e01665ec53bd0283eb794eae69770e9e wp-block-paragraph\"><strong>BUY<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" style=\"font-size:25px\">Hua Hong Semiconductor (1347 HK)<\/h3>\n\n\n\n<div style=\"height:11px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"211\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-238.png\" alt=\"\" class=\"wp-image-85463\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-238.png 365w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-238-300x173.png 300w\" sizes=\"(max-width: 365px) 100vw, 365px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center has-white-color has-luminous-vivid-amber-background-color has-text-color has-background has-link-color wp-elements-f12c24c2030f7f517d08c3c4c9ac247f wp-block-paragraph\"><strong>RE-ITERATE BUY<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" style=\"font-size:25px\">Chow Tai Fook Jewellery Group (1929 HK)<\/h3>\n\n\n\n<div style=\"height:4px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"217\" height=\"217\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-237.png\" alt=\"\" class=\"wp-image-85462\" style=\"width:197px;height:auto\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-237.png 217w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-237-150x150.png 150w\" sizes=\"(max-width: 217px) 100vw, 217px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Entry: 94<\/strong><br><strong>Target: 120<\/strong><br><strong>Stop Loss: 81<\/strong><\/td><\/tr><tr><td><strong><strong><strong><strong><strong>Mature node pricing power is back, but guidance sets up a near term shakeout then rerate<\/strong><\/strong><\/strong><\/strong><\/strong><\/td><\/tr><tr><td><strong>Key Insights<\/strong>\u00a0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>China onshoring plus AI spillover keeps mature node demand tighter than feared. <\/strong>China\u2019s domestic semiconductor supply chain is still in build mode, and demand is being pulled forward by local design houses, while AI driven memory tightness is also creating second order supply constraints elsewhere in the stack. Semiconductor Manufacturing International Corp is expanding capacity to meet strong demand, but flagged margin pressure from higher depreciation, which is a useful read through for the whole China foundry complex.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>ASP and mix are the real margin lever, not just volume.<\/strong> Management explicitly attributed FY25 gross margin expansion to improved ASP plus cost reduction, and highlighted strength in specialty platforms such as standalone NVM and power management.\u00a0 A key macro tailwind is that memory being in high demand can tighten broader foundry capacity allocations, which can improve pricing for mature logic products at the margin.<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Entry: 13.5<\/strong><br><strong>Target: 16.5<\/strong><br><strong>Stop Loss: 13<\/strong><\/td><\/tr><tr><td><strong><strong><strong><strong>Hard luxury rebound with mix driven margin upside<\/strong><\/strong><\/strong><\/strong><br><\/td><\/tr><tr><td><strong>Key Insights<\/strong>\u00a0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Demand Inflection. <\/strong>In the quarter ended 31 Dec 2025, Group retail sales value rose 17.8% YoY, with the Mainland up 16.9% and Hong Kong Macau plus other markets up 22.9%. Same store sales also turned decisively positive, up 21.4% in the Mainland and 14.3% in Hong Kong and Macau. This is a clear signal that discretionary appetite for jewellery is recovering even with a high gold price backdrop, which typically pressures unit volumes but supports ticket size.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Offshore optionality is emerging as a credible second engine.<\/strong> The flagship store in Bangkok and plans on further store openings in Australia and Canada by end June 2026, with Middle East expansion targeted over the next two years are key progress to watch. This is strategically important because it gives the market a second narrative beyond Mainland store density and domestic consumption, and it can also help brand elevation, a key requirement for sustaining fixed price mix and pricing power.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"644\" height=\"124\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-292.png\" alt=\"\" class=\"wp-image-84281\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-292.png 644w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-292-300x58.png 300w\" sizes=\"(max-width: 644px) 100vw, 644px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\" id=\"us\"><img loading=\"lazy\" decoding=\"async\" width=\"648\" height=\"138\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-296.png\" alt=\"\" class=\"wp-image-84285\" style=\"aspect-ratio:4.696070660174386;width:840px;height:auto\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-296.png 648w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-296-300x64.png 300w\" sizes=\"(max-width: 648px) 100vw, 648px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center has-white-color has-vivid-green-cyan-background-color has-text-color has-background has-link-color wp-elements-50dcbb19739796f6fae814eca3cc19e2 wp-block-paragraph\"><strong><strong>BUY<\/strong><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" style=\"font-size:25px\">Lockheed Martin Corp. (LMT US)<\/h3>\n\n\n\n<div style=\"height:68px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"453\" height=\"69\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-240.png\" alt=\"\" class=\"wp-image-85465\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-240.png 453w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-240-300x46.png 300w\" sizes=\"(max-width: 453px) 100vw, 453px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center has-white-color has-luminous-vivid-amber-background-color has-text-color has-background has-link-color wp-elements-f12c24c2030f7f517d08c3c4c9ac247f wp-block-paragraph\"><strong>RE-ITERATE BUY<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" style=\"font-size:25px\">Philip Morris International Inc. (PM US)<\/h3>\n\n\n\n<div style=\"height:9px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"354\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-220.png\" alt=\"\" class=\"wp-image-85423\" style=\"width:378px;height:auto\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-220.png 354w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-220-300x90.png 300w\" sizes=\"(max-width: 354px) 100vw, 354px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Entry: 620<\/strong><br><strong>Target: 700<\/strong><br><strong>Stop Loss: 580<\/strong><\/td><\/tr><tr><td><strong><strong><strong><strong><strong><strong><strong>Geopolitical tailwinds fuel backlog and defence innovation<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/td><\/tr><tr><td><strong>Key Insights<\/strong>\u00a0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Rising global defence spending underpins long-term demand. <\/strong>Lockheed Martin is benefiting from elevated geopolitical tensions, including pressure for increased Taiwan defence spending, renewed focus on Middle East security, and broader great-power competition, which are translating into sustained government commitments to modernize and expand military capabilities. With the U.S. and allies earmarking more funds for advanced fighter jets, air defence systems, and integrated weapon suites, Lockheed\u2019s diversified portfolio positions it to capture multi-year demand across air, naval, missile defence and space domains.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Backlog strength, U.S. government support and global partnerships drive earnings visibility. <\/strong>Lockheed Martin\u2019s upbeat 2026 outlook reflects strong backlog visibility, pricing power, and sustained support from the U.S. government through long-term defence programs, while disciplined execution on platforms such as fighter jets, missile defence, and naval systems underpins resilient cash flows. At the same time, strategic international partnerships, including its collaboration with Fujitsu on Japan\u2019s SPY-7 radar program, expand its footprint in allied markets, diversify revenue streams, and embed the company into critical global defence supply chains.<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Entry: 180<\/strong><br><strong>Target: 210<\/strong><br><strong>Stop Loss: 165<\/strong><\/td><\/tr><tr><td><strong><strong>Demand resilience and smoke-free momentum drive growth<\/strong><\/strong><\/td><\/tr><tr><td><strong>Key Insights<\/strong>\u00a0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Nicotine demand anchors long-term revenue stability. <\/strong>Philip Morris benefits from structurally resilient nicotine demand, with consumers continuing to purchase cigarettes while increasingly adopting smoke-free and nicotine pouch products. The expansion of these alternatives across more than 100 markets helps offset traditional volume declines and makes the company\u2019s revenues less sensitive to economic cycles.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Strong FY25 results, growth to continue. <\/strong>Philip Morris delivered solid Q4 and FY25 results, with full-year net revenue exceeding US$40bn, driven by pricing power and growing smoke-free volumes. With smoke-free products now contributing over 40% of revenue and margins improving, management expects continued growth momentum into FY26. The company expects to achieve a CAGR of 6%-8% for FY26-FY28.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\" title=\"\">^ Back To Top<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"154\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-301.png\" alt=\"\" class=\"wp-image-84290\" style=\"aspect-ratio:4.2212075088787415;width:840px;height:auto\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-301.png 650w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-301-300x71.png 300w\" sizes=\"(max-width: 650px) 100vw, 650px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\" id=\"td\"><img loading=\"lazy\" decoding=\"async\" width=\"966\" height=\"204\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-299.png\" alt=\"\" class=\"wp-image-84288\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-299.png 966w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-299-300x63.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-299-768x162.png 768w\" sizes=\"(max-width: 966px) 100vw, 966px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Add Luk Fook Holdings International Ltd (590 HK) at HK$32 and Meitu Inc (1357 HK) at HK$6.3. Take profit on Nextera Energy Inc (NEE US) at US$92.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"976\" height=\"778\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-265.png\" alt=\"\" class=\"wp-image-85494\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-265.png 976w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-265-300x239.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-265-768x612.png 768w\" sizes=\"(max-width: 976px) 100vw, 976px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00a0<\/p>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-ed4e1152\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-075e5b76\"><div 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class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">\u00a0<\/h3>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-27ad8851\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-image uagb-block-62b24b08 wp-block-uagb-image--layout-default wp-block-uagb-image--effect-static wp-block-uagb-image--align-none\"><figure class=\"wp-block-uagb-image__figure\"><a class=\"\" href=\"https:\/\/www.whatsapp.com\/channel\/0029VayhkxMChq6JN6qO8x0B\" target=\"\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png ,https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png 780w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png 360w\" sizes=\"auto, (max-width: 480px) 150px\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png\" alt=\"\" class=\"uag-image-69995\" width=\"760\" height=\"208\" title=\"1\" loading=\"lazy\" role=\"img\"\/><\/a><\/figure><\/div>\n\n\n\n<div class=\"wp-block-uagb-image uagb-block-82e9f322 wp-block-uagb-image--layout-default wp-block-uagb-image--effect-static wp-block-uagb-image--align-none\"><figure class=\"wp-block-uagb-image__figure\"><a class=\"\" href=\"https:\/\/t.me\/kgisg\" target=\"\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png ,https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png 780w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png 360w\" sizes=\"auto, (max-width: 480px) 150px\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png\" alt=\"\" class=\"uag-image-69996\" width=\"760\" height=\"208\" title=\"2\" loading=\"lazy\" role=\"img\"\/><\/a><\/figure><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Sector Performance | Singapore | Hong Kong | United States | Trading Dashboard United States Hong Kong ^ Back To Top BUY Keppel DC REIT (KDCREIT SP) RE-ITERATE BUY Hongkong Land Holdings Limited (HKL SP) Entry: 2.22Target: 2.50Stop Loss: 2.08 The AI infrastructure yield compounder Key Insights\u00a0 Entry: 8.5Target: 9.5Stop Loss: 8.0 Central office stabilisation [&hellip;]<\/p>\n","protected":false},"author":17,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","_uag_custom_page_level_css":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-85458","post","type-post","status-publish","format-standard","hentry","category-kgi-daily-trading-ideas"],"aioseo_notices":[],"uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false},"uagb_author_info":{"display_name":"Enya Tan","author_link":"https:\/\/www.kgieworld.sg\/research\/author\/enya-tankgi-com\/"},"uagb_comment_info":0,"uagb_excerpt":"Sector Performance | Singapore | Hong Kong | United States | Trading Dashboard United States Hong Kong ^ Back To Top BUY Keppel DC REIT (KDCREIT SP) RE-ITERATE BUY Hongkong Land Holdings Limited (HKL SP) Entry: 2.22Target: 2.50Stop Loss: 2.08 The AI infrastructure yield compounder Key Insights\u00a0 Entry: 8.5Target: 9.5Stop Loss: 8.0 Central office stabilisation&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/85458","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=85458"}],"version-history":[{"count":2,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/85458\/revisions"}],"predecessor-version":[{"id":85497,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/85458\/revisions\/85497"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=85458"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=85458"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=85458"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}