{"id":85671,"date":"2026-02-25T11:23:05","date_gmt":"2026-02-25T03:23:05","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=85671"},"modified":"2026-02-25T11:23:07","modified_gmt":"2026-02-25T03:23:07","slug":"our-top-picks-today-stocks-25-february-2026","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/our-top-picks-today-stocks-25-february-2026\/","title":{"rendered":"Our Top Picks Today: Stocks | 25 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=\"1016\" height=\"572\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-373.png\" alt=\"\" class=\"wp-image-85714\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-373.png 1016w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-373-300x169.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-373-768x432.png 768w\" sizes=\"(max-width: 1016px) 100vw, 1016px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1016\" height=\"313\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-374.png\" alt=\"\" class=\"wp-image-85716\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-374.png 1016w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-374-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-374-768x237.png 768w\" sizes=\"(max-width: 1016px) 100vw, 1016px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1016\" height=\"260\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-375.png\" alt=\"\" class=\"wp-image-85715\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-375.png 1016w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-375-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-375-768x197.png 768w\" sizes=\"(max-width: 1016px) 100vw, 1016px\" \/><\/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=\"544\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-349.png\" alt=\"\" class=\"wp-image-85674\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-349.png 976w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-349-300x167.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-349-768x428.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-luminous-vivid-amber-background-color has-text-color has-background has-link-color wp-elements-ee6d478f2a384d433465d295dd9ca812 wp-block-paragraph\"><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>RE-ITERATE BUY<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" style=\"font-size:25px\">Taka Jewellery Holdings Ltd (TAKA 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 is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"202\" height=\"202\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-315.png\" alt=\"\" class=\"wp-image-85607\" style=\"width:190px;height:auto\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-315.png 202w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-315-150x150.png 150w\" sizes=\"(max-width: 202px) 100vw, 202px\" \/><\/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-67ea9536c1330abd94bab72b1214a2ca wp-block-paragraph\"><strong><strong><strong><strong><strong><strong><strong><strong>RE-ITERATE BUY<\/strong><\/strong><\/strong><\/strong><\/strong><\/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<div style=\"height:23px\" 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=\"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<\/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: 0.200<br>Target: 0.230<br>Stop Loss: 0.185<\/strong><\/td><\/tr><tr><td><strong><strong><strong><strong>Riding record gold demand with diversified earnings growth<\/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>Retail expansion and strong gold demand drive top-line growth. <\/strong>Taka Jewellery is benefiting from record gold demand in Singapore and higher gold prices, with 1H26 revenue surging 44.3% YoY to S$119.9mn, driven by stronger retail sales, outlet expansion, and increased trading volumes. As local consumers continue to accumulate gold amid price volatility and geopolitical uncertainty, Taka\u2019s expanding store network and resilient brand positioning support sustained market share gains despite margin pressures from product mix and higher operating costs.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Financial services and exhibition segments enhance earnings resilience. <\/strong>Beyond retail, Taka\u2019s financial services and wholesale\/exhibition segments provide diversified growth, with pawn broking income rising 60.2% YoY and exhibition revenue up 42.0% YoY in 1H26. While rising gold prices have increased working capital needs and short-term borrowings, disciplined cost management and improved operating performance position the group to sustain profitability and cash flow momentum into FY26.<\/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: 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<\/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-luminous-vivid-amber-background-color has-text-color has-background has-link-color wp-elements-f9a2d60798c7de21147ebb33439ce51f wp-block-paragraph\"><strong><strong><strong><strong><strong><strong><strong><strong><strong>RE-ITERATE BUY<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" style=\"font-size:25px\">Hesai Group (2525 HK)<\/h3>\n\n\n\n<div style=\"height:18px\" 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=\"160\" height=\"186\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-317.png\" alt=\"\" class=\"wp-image-85609\"\/><\/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-8cc3a5bb37e908756e92bf35347a8c64 wp-block-paragraph\"><strong><strong>RE-ITERATE BUY<\/strong><\/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<figure class=\"wp-block-image aligncenter 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<\/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: 210<\/strong><br><strong>Target: 240<\/strong><br><strong>Stop Loss: 195<\/strong><\/td><\/tr><tr><td><strong>Scaling the \u201ceyes\u201d of autonomous and robotic intelligence<\/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>Automotive scale drives cost leadership. <\/strong>Hesai is leveraging rapid LiDAR adoption in China\u2019s EV and ADAS market to scale production toward 4 million units annually, reinforcing its cost leadership and positioning it to benefit as autonomous driving penetration increases globally. With multiple OEM design wins, multi-million unit orders for its ATX sensor, and expanding robotaxi partnerships, Hesai is emerging as a key supplier in the global race toward higher-level autonomy.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Robotics expansion unlocks the next growth leg. <\/strong>Beyond automotive, Hesai is capitalizing on rising demand for robotics and embodied AI, highlighted by strong consumer and industry interest following high-profile humanoid robot showcases and growing deployment across logistics and mobility. Its exclusive Southeast Asia partnership with Grab accelerates regional commercialization, positioning Hesai to benefit as LiDAR becomes foundational infrastructure for autonomous machines across industries.<\/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: 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<\/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-luminous-vivid-amber-background-color has-text-color has-background has-link-color wp-elements-de688f528f6c12679d32d971b4016ae4 wp-block-paragraph\"><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>RE-ITERATE BUY<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" style=\"font-size:25px\">Ondas Inc. (ONDS US)<\/h3>\n\n\n\n<div style=\"height:19px\" 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=\"270\" height=\"88\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-331.png\" alt=\"\" class=\"wp-image-85625\"\/><\/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\">Teekay Tankers Ltd. (TNK US)<\/h3>\n\n\n\n<div style=\"height:20px\" 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=\"376\" height=\"82\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-286.png\" alt=\"\" class=\"wp-image-85551\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-286.png 376w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-286-300x65.png 300w\" sizes=\"(max-width: 376px) 100vw, 376px\" \/><\/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: 10.4<\/strong><br><strong>Target: 12.0<\/strong><br><strong>Stop Loss: 9.6<\/strong><\/td><\/tr><tr><td><strong><strong><strong><strong><strong><strong><strong><strong>Leveraging global security tailwinds<\/strong><\/strong><\/strong><\/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>Counter-UAS solutions capture multi-billion-dollar infrastructure market. <\/strong>Ondas is emerging as a differentiated player in the rapidly expanding counter-UAS market, leveraging its Sentrycs cyber-over-RF technology and Iron Drone Raider\u2122 interceptor system to deliver lawful, non-jamming drone mitigation for sensitive civil environments. Recent deployments with the German State Police and a major NATO-country airport customer validate real-world adoption, while entry into the handheld C-UAS segment (estimated ~US$9.8bn five-year TAM) and expanding European infrastructure protection demand position Ondas to capitalize on rising drone-related security threats across airports, borders, and critical infrastructure.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Autonomous defence ecosystem positioned for growth. <\/strong>With the global military drone market projected to grow from ~US$15bn in 2024 toward ~US$30-47bn by 2030+, Ondas\u2019 integrated portfolio, aligns with accelerating defence modernization and AI-driven battlefield requirements. As governments increase procurement of autonomous, networked, and resilient systems in contested environments, Ondas\u2019 System-of-Systems approach strengthens its positioning within the broader UAV value chain and enhances long-term revenue visibility from both defence and homeland security programs.<\/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: 71.0<\/strong><br><strong>Target: 80.0<\/strong><br><strong>Stop Loss: 66.5<\/strong><\/td><\/tr><tr><td><strong><strong><strong>Levered to strong spot rates and geopolitical trade disruptions<\/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>Dirty tanker rates at 3-year highs drive earnings upside. <\/strong>The recent surge in tanker markets, with the Baltic Exchange Dirty Tanker Index hitting a three-year high of 1,743 points, reflects tightening vessel availability and elevated crude flows. Teekay Tankers is directly benefiting from this strength, with its Q4 spot rates averaging US$53,500\/day for Suezmax and US$43,600\/day for Aframax\/LR2 vessels, rising further in 1Q26 to US$56,900\/day and US$51,400\/day respectively (for ~65% of booked days). With FY25 GAAP net income of US$351.2mn and continued strong spot momentum, Teekay Tankers remains highly levered to sustained rate strength in the mid-size crude segment.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Geopolitical disruptions and sanctions boost compliant fleet demand. <\/strong>Escalating geopolitical tensions alongside tighter U.S. sanctions and shifting crude trade flows, are increasing tonne-mile demand and diverting cargoes away from the \u201cdark fleet\u201d toward compliant operators like Teekay. With ~20% of global oil supply moving through the Strait of Hormuz and heightened risks of disruption, oil trade inefficiencies are supporting mid-size tanker utilization and pricing. Combined with projected 1.1 mb\/d global oil demand growth in 2026 and continued non-OPEC supply expansion, the company is positioned to benefit from structurally firm tanker fundamentals amid elevated geopolitical volatility.<\/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 Teekay Tankers Ltd (TNK US) at US$71 and Ondas Inc (ONDS US) at US$10.4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"976\" height=\"794\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-351.png\" alt=\"\" class=\"wp-image-85677\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-351.png 976w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-351-300x244.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-351-768x625.png 768w\" sizes=\"(max-width: 976px) 100vw, 976px\" \/><\/figure>\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 class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-0ad8dd24\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-buttons uagb-buttons__outer-wrap uagb-btn__default-btn uagb-btn-tablet__default-btn uagb-btn-mobile__default-btn uagb-block-dc1bd65c\"><div class=\"uagb-buttons__wrap uagb-buttons-layout-wrap \">\n<div class=\"wp-block-uagb-buttons-child uagb-buttons__outer-wrap uagb-block-2f4e392f wp-block-button\"><div class=\"uagb-button__wrapper\"><a class=\"uagb-buttons-repeater wp-block-button__link\" aria-label=\"\" href=\"https:\/\/www.kgieworld.sg\/securities\/contact-us\" rel=\"follow noopener\" target=\"_self\" role=\"button\"><div class=\"uagb-button__link\">Contact us to find out more<\/div><\/a><\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-fdd2c8c4\"><div 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 RE-ITERATE BUY Taka Jewellery Holdings Ltd (TAKA SP) RE-ITERATE BUY Keppel DC REIT (KDCREIT SP) Entry: 0.200Target: 0.230Stop Loss: 0.185 Riding record gold demand with diversified earnings growth Key Insights\u00a0 Entry: 2.22Target: 2.50Stop Loss: [&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-85671","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 RE-ITERATE BUY Taka Jewellery Holdings Ltd (TAKA SP) RE-ITERATE BUY Keppel DC REIT (KDCREIT SP) Entry: 0.200Target: 0.230Stop Loss: 0.185 Riding record gold demand with diversified earnings growth Key Insights\u00a0 Entry: 2.22Target: 2.50Stop Loss:&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/85671","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=85671"}],"version-history":[{"count":3,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/85671\/revisions"}],"predecessor-version":[{"id":85721,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/85671\/revisions\/85721"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=85671"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=85671"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=85671"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}