{"id":86247,"date":"2026-03-06T10:45:02","date_gmt":"2026-03-06T02:45:02","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=86247"},"modified":"2026-03-06T10:45:03","modified_gmt":"2026-03-06T02:45:03","slug":"our-top-picks-today-stocks-6-march-2026","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/our-top-picks-today-stocks-6-march-2026\/","title":{"rendered":"Our Top Picks Today: Stocks | 6 March 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\/03\/image-100.png\" alt=\"\" class=\"wp-image-86283\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-100.png 1016w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-100-300x169.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-100-768x432.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\/03\/image-101.png\" alt=\"\" class=\"wp-image-86284\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-101.png 1016w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-101-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-101-768x237.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\/03\/image-102.png\" alt=\"\" class=\"wp-image-86285\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-102.png 1016w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-102-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-102-768x197.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\/03\/image-84.png\" alt=\"\" class=\"wp-image-86254\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-84.png 976w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-84-300x167.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-84-768x428.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-42427f67f37d19c92c2bb951aaf57771 wp-block-paragraph\"><strong><strong><strong><strong><strong><strong><strong><strong><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><\/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\">Geo Energy Resources Ltd (GEO SP)<\/h3>\n\n\n\n<div style=\"height:49px\" 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=\"382\" height=\"104\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-86.png\" alt=\"\" class=\"wp-image-86256\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-86.png 382w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-86-300x82.png 300w\" sizes=\"(max-width: 382px) 100vw, 382px\" \/><\/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-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<\/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: 0.41<br>Target: 0.49<br>Stop Loss: 0.37<\/strong><\/td><\/tr><tr><td><strong><strong><strong>Coal-price stabilisation, MBJ cost reset, and volume ramp set up 2026<\/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>Coal prices have stabilised off the trough while Indonesia supply policy tightens the backdrop. <\/strong>Geo\u2019s 3Q25 update flagged ICI4 recovering from the US$40\u201341\/t area in Jul-25 to around the high-US$40s to ~US$50\/t into Dec-25, with 2026 expected to be more rangebound rather than collapsing further. The same note also highlighted Indonesia\u2019s planned production curtailment stance from 2026 and a proposed coal export tax, which improves supply discipline and supports low-cost producers. This is the key macro setup for RE4.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Execution visibility is improving on production, dividends, and FY25 close. <\/strong>Geo\u2019s 3Q25 business update showed 9M25 production at 9.6Mt, tracking ahead of the company\u2019s FY25 target of 10.5\u201311.5Mt, and the company declared a 0.10 SG cent interim dividend for 3Q25, bringing YTD interim dividends to 0.45 SG cent. SGX also shows the FY25 full-year results were released on 27 Feb 2026, keeping the stock in an event-driven window.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>KGI have also assumed coverage on Geo Energy Group which can be found <a href=\"https:\/\/www.kgieworld.sg\/research\/company-update-geo-energy-resources-ltd-gerl-sp-re4-si-5\/\">here<\/a>.<\/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: 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<\/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-a804e7bbe83926a6fc74326e0e489ff1 wp-block-paragraph\"><strong><strong><strong><strong><strong><strong><strong><strong><strong>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\">China Overseas Land & Investment Ltd. (688 HK)<\/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=\"426\" height=\"156\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-88.png\" alt=\"\" class=\"wp-image-86258\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-88.png 426w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-88-300x110.png 300w\" sizes=\"(max-width: 426px) 100vw, 426px\" \/><\/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-58b2625d1fe4ec9e60b9ec32a5368cb9 wp-block-paragraph\"><strong><strong><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><\/strong><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" style=\"font-size:25px\">Wynn Macau Ltd. (1128 HK)<\/h3>\n\n\n\n<div style=\"height:52px\" 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=\"272\" height=\"130\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-443.png\" alt=\"\" class=\"wp-image-86053\"\/><\/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: 12.7<\/strong><br><strong>Target: 14.7<\/strong><br><strong>Stop Loss: 11.7<\/strong><\/td><\/tr><tr><td><strong><strong><strong><strong><strong><strong><strong>SOE safe-haven in China property as Vanke restructuring deepens<\/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>China property stabilisation is turning more forceful, which favours stronger SOEs. <\/strong>China\u2019s property policy tone has become more supportive again, with Reuters reporting authorities have reportedly dropped the \u201cthree red lines\u201d borrowing policy that had constrained developers for years. This matters because policy easing typically channels liquidity and buyer confidence first toward stronger, state-backed names. COLI remains one of the clearest liquid beneficiaries of that relative-quality trade in Hong Kong.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Vanke debt restructuring headlines reinforce consolidation logic and relative rerating for COLI. <\/strong>Vanke has moved deeper into liability management mode, with Reuters reporting creditor-approved repayment deferrals, interest-payment deferrals, and growing market expectations of broader restructuring. This is exactly the kind of sector stress that tends to redirect capital, land opportunities, and buyer trust toward stronger SOEs. For COLI, the thesis is less about direct Vanke exposure and more about relative positioning as one of the few scaled names with funding access and execution capacity during consolidation.<\/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: 5.5<\/strong><br><strong>Target: 6.5<\/strong><br><strong>Stop Loss: 5.0<\/strong><\/td><\/tr><tr><td><strong><strong>Macau GGR re-accelerates, premium-mass upside remains, but 4Q miss tempers the pace<\/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>Macau momentum is back in the tape, and monthly GGR is the key macro trigger. <\/strong>Macau started 2026 strongly with January GGR at MOP22.633B, up 24% YoY and about 8% MoM, which is an important sentiment catalyst for the whole Macau gaming complex. The market typically re-rates Macau names when monthly GGR prints beat expectations, especially into peak travel windows. This improves the backdrop for Wynn Macau even if company-specific hold rates can remain noisy quarter to quarter.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Headline beta to Macau recovery remains high, which supports tactical upside. <\/strong>Wynn Macau remains one of the cleaner listed ways to express a Macau recovery trade. As long as monthly GGR stays firm and travel\/tourism demand holds, investors tend to re-price operators ahead of full earnings normalisation. The company has also kept a steady disclosure cadence via parent Wynn Resorts\u2019 quarterly releases, which can support near-term catalysts and sentiment.<\/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-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\">Northrop Grumman Corp. (NOC US)<\/h3>\n\n\n\n<div style=\"height:49px\" 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=\"370\" height=\"86\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-90.png\" alt=\"\" class=\"wp-image-86260\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-90.png 370w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-90-300x70.png 300w\" sizes=\"(max-width: 370px) 100vw, 370px\" \/><\/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-e06f85ac0a632f14a41dd945a386e7d7 wp-block-paragraph\"><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><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><\/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\">Caterpillar Inc (CAT US)<\/h3>\n\n\n\n<div style=\"height:6px\" 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=\"282\" height=\"170\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-445.png\" alt=\"\" class=\"wp-image-86056\"\/><\/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: 730<\/strong><br><strong>Target: 810<\/strong><br><strong>Stop Loss: 690<\/strong><\/td><\/tr><tr><td><strong><strong>Benefiting from rising<\/strong><\/strong><br><strong><strong>weapon demand<\/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>Defence stockpile replenishment and production push support procurement growth. <\/strong>Northrop Grumman stands to benefit from the Pentagon\u2019s effort to accelerate weapons production as the U.S. works to rebuild military inventories depleted by recent conflicts. The Trump administration\u2019s meeting with major defence contractors to increase manufacturing capacity, combined with a potential US$50bn supplemental defence budget, highlights the urgency to replenish critical defence capabilities. As a key supplier of advanced aerospace, missile defence and command systems, Northrop is well positioned to participate in this production ramp as governments prioritize readiness and strategic deterrence.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>ISR and Command Systems demand strengthens strategic defence position. <\/strong>Rising geopolitical tensions and modern warfare\u2019s increasing reliance on intelligence, surveillance and reconnaissance (ISR) capabilities are supporting long-term demand for Northrop\u2019s advanced defence technologies. The recently secured US$255mn E-130J airborne command and control training system contract with the U.S. Department of War reflect growing investment in integrated battle management, mission readiness and real-time operational intelligence, reinforcing Northrop\u2019s role as a critical provider of defence systems for the U.S. military and allied forces.<\/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: 710<\/strong><br><strong>Target: 830<\/strong><br><strong>Stop Loss: 650<\/strong><\/td><\/tr><tr><td><strong><strong><strong><strong>Commodity upswing and industrial AI reinforce record backlog visibility<\/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>Record $51.2B backlog and mining capex cycle support revenue durability. <\/strong>Caterpillar ended 4Q25 with a record order backlog of US$51.2bn, following its highest full-year sales and revenues in company history and a single-quarter sales record of US$19.1bn. The ongoing metals and critical minerals upcycle, driven by electrification, infrastructure buildout and energy transition, has led mining customers to expand capital expenditure, directly supporting Caterpillar\u2019s Resource Industries segment. This record backlog provides strong revenue visibility for 2026 and cushions potential macro volatility.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Transformation into a tech-enabled industrial leader. <\/strong>Caterpillar is accelerating its shift toward digital and autonomous solutions, having invested US$30bn in R&D over the past 20 years, with plans to increase digital and technology investment 2.5x through 2030.Through AI-powered solutions such as Cat AI Assistant, autonomous heavy equipment, expanded collaboration with NVIDIA and the acquisition of mining software firm RPMGlobal, Caterpillar is transforming from a pure equipment manufacturer into a data-driven industrial technology leader, enhancing productivity, margin resilience and long-term competitive differentiation.<\/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=\"has-white-color has-vivid-green-cyan-background-color has-text-color has-background has-link-color wp-elements-cbd85872f7b126070d2f356cd17d523c wp-block-paragraph\" style=\"font-size:20px\"><strong>TAKE PROFIT<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2013<\/p>\n\n\n\n<p class=\"has-white-color has-vivid-cyan-blue-background-color has-text-color has-background has-link-color wp-elements-fab0ccd2cb36012671b330fee1f855f2 wp-block-paragraph\" style=\"font-size:20px\"><strong>ADD<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Ley Choon Group Holdings Ltd (LEY SP) at SG$0.11<\/li>\n\n\n\n<li>Taka Jewellery Holdings Ltd (TAKA SP) at SG$0.2<\/li>\n\n\n\n<li>Ck Hutchison Holdings Ltd (1 HK) at HK$61<\/li>\n\n\n\n<li>Philip Morris International Inc (PM US) at US$180<\/li>\n<\/ul>\n\n\n\n<p class=\"has-white-color has-vivid-red-background-color has-text-color has-background has-link-color wp-elements-001fe2ac9c7c09d28ccb6767c1a587a7 wp-block-paragraph\" style=\"font-size:20px\"><strong>CUT<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Hesai Group (2525 HK) at HK$195<\/li>\n\n\n\n<li>Chow Tai Fook Jewellery Group Ltd (1929 HK) at HK$12<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"976\" height=\"716\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-99.png\" alt=\"\" class=\"wp-image-86270\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-99.png 976w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-99-300x220.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-99-768x563.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 Geo Energy Resources Ltd (GEO SP) RE-ITERATE BUY Taka Jewellery Holdings Ltd (TAKA SP) Entry: 0.41Target: 0.49Stop Loss: 0.37 Coal-price stabilisation, MBJ cost reset, and volume ramp set up 2026 Key Insights\u00a0 [&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-86247","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 Geo Energy Resources Ltd (GEO SP) RE-ITERATE BUY Taka Jewellery Holdings Ltd (TAKA SP) Entry: 0.41Target: 0.49Stop Loss: 0.37 Coal-price stabilisation, MBJ cost reset, and volume ramp set up 2026 Key Insights\u00a0&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/86247","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=86247"}],"version-history":[{"count":2,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/86247\/revisions"}],"predecessor-version":[{"id":86286,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/86247\/revisions\/86286"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=86247"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=86247"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=86247"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}