{"id":86430,"date":"2026-03-11T10:14:15","date_gmt":"2026-03-11T02:14:15","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=86430"},"modified":"2026-03-11T10:14:16","modified_gmt":"2026-03-11T02:14:16","slug":"our-top-picks-today-stocks-11-march-2026","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/our-top-picks-today-stocks-11-march-2026\/","title":{"rendered":"Our Top Picks Today: Stocks | 11 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-180.png\" alt=\"\" class=\"wp-image-86456\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-180.png 1016w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-180-300x169.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-180-768x432.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-181.png\" alt=\"\" class=\"wp-image-86457\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-181.png 1016w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-181-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-181-768x237.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-182.png\" alt=\"\" class=\"wp-image-86458\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-182.png 1016w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-182-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-182-768x197.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-172.png\" alt=\"\" class=\"wp-image-86439\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-172.png 976w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-172-300x167.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-172-768x428.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-718ba53d0d6252340980e1f2c579d280 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><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><\/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\">Sasseur REIT (SASSR 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=\"334\" height=\"170\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-115.png\" alt=\"\" class=\"wp-image-86312\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-115.png 334w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-115-300x153.png 300w\" sizes=\"(max-width: 334px) 100vw, 334px\" \/><\/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-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:9px\" 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<\/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: 0.65<br>Target: 0.87<br>Stop Loss: 0.54<\/strong><\/td><\/tr><tr><td><strong><strong><strong><strong><strong>Defensive outlet cashflows, capital discipline, and a lower cost of debt<\/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 consumption beta with downside cushion. <\/strong>Outlet retail has held up better than broader discretionary in a choppy China consumer tape. Sasseur\u2019s EMA structure captures variable upside when tenant sales improve but retains a fixed base that stabilises distributions. The FY2025 print reinforces that stability with DPU still edging higher despite FX headwinds.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Cost of debt is easing, which supports carry into FY2026. <\/strong>Finance costs have become less of a headwind as refinancing initiatives take effect. The 3Q25 update flagged a weighted average cost of debt around 4.6% and management expected it to fall below 4.5% by 4Q25, supporting distributable income even if RMB stays soft.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>KGI have also assumed coverage on Sasseur REIT which can be found <a href=\"https:\/\/www.kgieworld.sg\/research\/company-report-sasseur-reit-sassr-sp-crpu-si\/\">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: 0.41<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<\/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\">MeiG Smart Technology Co., Ltd. (3268 HK)<\/h3>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"280\" height=\"280\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-174.png\" alt=\"\" class=\"wp-image-86441\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-174.png 280w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-174-150x150.png 150w\" sizes=\"(max-width: 280px) 100vw, 280px\" \/><\/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\">China Overseas Land & Investment Ltd. (688 HK)<\/h3>\n\n\n\n<div style=\"height:0px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:33px\" 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<\/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: 26<\/strong><br><strong>Target: 30<\/strong><br><strong>Stop Loss: 24<\/strong><\/td><\/tr><tr><td><strong><strong><strong><strong>High-compute smart modules ride on-device AI and 5G-A upgrade<\/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>\u201cAI at the edge\u201d narrative can re-rate quickly. <\/strong>The company sits directly in the on-device AI narrative (AI shifting from cloud to edge devices), a theme that has been attracting fast re-pricing in HK tech listings when demand is strong and float is tight.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Competitive positioning is unusually clean in a crowded IoT stack. <\/strong>Prospectus disclosures highlight leadership in high-compute smart modules (48\u201364 TOPS portfolio) and first-mover claims in running text-to-image models on such modules. It also claims a leading position in 5G in-vehicle module shipments with 35.1% global share in 2024. This is the differentiated moat versus commoditised data-transmission modules.<\/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: 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<\/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-22595f25b4c7b5331fd18afe0ef1c3c3 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><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><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" style=\"font-size:25px\">RTX Corp. (RTX 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=\"348\" height=\"136\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-119.png\" alt=\"\" class=\"wp-image-86316\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-119.png 348w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-119-300x117.png 300w\" sizes=\"(max-width: 348px) 100vw, 348px\" \/><\/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\">Northrop Grumman Corp. (NOC US)<\/h3>\n\n\n\n<div style=\"height:36px\" 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<\/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: 200<\/strong><br><strong>Target: 220<\/strong><br><strong>Stop Loss: 190<\/strong><\/td><\/tr><tr><td><strong><strong><strong><strong><strong>Scaling defence production amid global conflict<\/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>Accelerating U.S. weapons production supports missile demand. <\/strong>RTX is positioned to benefit from the U.S. government\u2019s push to accelerate weapons manufacturing as the Trump administration convenes major defence contractors to address munitions shortages following conflicts in Ukraine, Gaza and recent strikes on Iran. With billions of dollars\u2019 worth of missiles, artillery and anti-tank weapons drawn from U.S. inventories, the Pentagon is preparing a supplemental defence budget of roughly US$50bn to replenish stockpiles. As Raytheon is a key supplier of missile and air-defence systems, including Tomahawk cruise missiles, RTX stands to benefit from higher procurement and sustained demand for precision strike capabilities.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Global air and missile defence demand expands growth runway. <\/strong>Beyond U.S. replenishment programs, rising geopolitical tensions and military modernization across Europe, the Middle East and Asia are driving demand for missile defence systems and integrated air defence networks. A recent US$183.7mn contract with the UAE for the Patriot system underscores RTX\u2019s ability to capture rising international spending as nations move to secure critical infrastructure and military assets.<\/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: 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<\/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>Zhaojin Mining Industry Co Ltd (1818 HK) at HK$30<\/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>Sats Ltd (SATS SP) at SG$3.50<\/li>\n\n\n\n<li>Hongkong Land Holdings Ltd (HKL SP) at SG$8.0<\/li>\n\n\n\n<li>Venture Corp Ltd (VMS SP) at SG$15<\/li>\n\n\n\n<li>Hua Hong Semiconductor Ltd (1347 HK) at HK$81<\/li>\n\n\n\n<li>Citic Securities Co Ltd (6030 HK) at HK$25<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"976\" height=\"678\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-179.png\" alt=\"\" class=\"wp-image-86446\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-179.png 976w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-179-300x208.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-179-768x534.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 Sasseur REIT (SASSR SP) RE-ITERATE BUY Geo Energy Resources Ltd (GEO SP) Entry: 0.65Target: 0.87Stop Loss: 0.54 Defensive outlet cashflows, capital discipline, and a lower cost of debt Key Insights\u00a0 Entry: 0.41Target: [&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-86430","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 Sasseur REIT (SASSR SP) RE-ITERATE BUY Geo Energy Resources Ltd (GEO SP) Entry: 0.65Target: 0.87Stop Loss: 0.54 Defensive outlet cashflows, capital discipline, and a lower cost of debt Key Insights\u00a0 Entry: 0.41Target:&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/86430","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=86430"}],"version-history":[{"count":2,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/86430\/revisions"}],"predecessor-version":[{"id":86463,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/86430\/revisions\/86463"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=86430"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=86430"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=86430"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}