{"id":86514,"date":"2026-03-13T09:57:23","date_gmt":"2026-03-13T01:57:23","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=86514"},"modified":"2026-03-13T09:57:26","modified_gmt":"2026-03-13T01:57:26","slug":"our-top-picks-today-stocks-13-march-2026","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/our-top-picks-today-stocks-13-march-2026\/","title":{"rendered":"Our Top Picks Today: Stocks | 13 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=\"976\" height=\"550\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-227.png\" alt=\"\" class=\"wp-image-86545\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-227.png 976w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-227-300x169.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-227-768x433.png 768w\" sizes=\"(max-width: 976px) 100vw, 976px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"976\" height=\"300\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-228.png\" alt=\"\" class=\"wp-image-86546\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-228.png 976w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-228-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-228-768x236.png 768w\" sizes=\"(max-width: 976px) 100vw, 976px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"976\" height=\"250\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-229.png\" alt=\"\" class=\"wp-image-86547\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-229.png 976w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-229-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-229-768x197.png 768w\" sizes=\"(max-width: 976px) 100vw, 976px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"134\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-286.png\" alt=\"\" class=\"wp-image-84275\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-286.png 650w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-286-300x62.png 300w\" sizes=\"(max-width: 650px) 100vw, 650px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"font-size:25px\"><a id=\"post-83167-_qqv3rtx8nazp\"><\/a><strong>Hong Kong<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"976\" height=\"620\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-211.png\" alt=\"\" class=\"wp-image-86521\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-211.png 976w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-211-300x191.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-211-768x488.png 768w\" sizes=\"(max-width: 976px) 100vw, 976px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\" title=\"\">^ Back To Top<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"644\" height=\"124\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-288.png\" alt=\"\" class=\"wp-image-84277\" style=\"aspect-ratio:5.194076874606175;width:840px;height:auto\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-288.png 644w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-288-300x58.png 300w\" sizes=\"(max-width: 644px) 100vw, 644px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\" id=\"sg\"><img loading=\"lazy\" decoding=\"async\" width=\"976\" height=\"207\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-289.png\" alt=\"\" class=\"wp-image-84278\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-289.png 976w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-289-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-289-768x163.png 768w\" sizes=\"(max-width: 976px) 100vw, 976px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center has-white-color has-vivid-green-cyan-background-color has-text-color has-background has-link-color wp-elements-71355e4f94668517a27d68fba1e50ff3 wp-block-paragraph\"><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>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\">PropNex Ltd (PROP 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=\"236\" height=\"236\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-213.png\" alt=\"\" class=\"wp-image-86523\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-213.png 236w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-213-150x150.png 150w\" sizes=\"(max-width: 236px) 100vw, 236px\" \/><\/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-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:10px\" 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<\/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: 1.5<br>Target: 1.9<br>Stop Loss: 1.3<\/strong><\/td><\/tr><tr><td><strong><strong><strong><strong>New-launch wave and a \u201cgoldilocks\u201d resale market keep earnings elevated into FY26<\/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>New-launch supply is back, which is the highest margin revenue pool. <\/strong>PropNex framed Singapore residential as entering a \u201cgoldilocks\u201d phase in 2025, driven by a strong pick-up in private residential launches and sales. FY2025 revenue hit S$1.12B (+42.6% YoY) and PATMI S$70.4M (+72% YoY), which is consistent with a new-launch-driven cycle rather than a one-off. Management said it expects a good FY2026 on the back of revenue recognition from strong new project sales and a healthy launch pipeline.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Dividend is the valuation anchor and it is now at peak payout. <\/strong>PropNex proposed a final dividend of 4.5 cents, taking FY2025 DPS to 9.5 cents and a 99.9% payout ratio, with a stated yield of about 5.1% at the reference price in its release. This creates a clear total-return floor while the market waits for 1H26 launch conversions. The trade-off is that payout is already near the ceiling, so re-rating needs either sustained earnings or another volume leg up.<\/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: 0.65<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<\/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-1f3bd6e854c71db250c64680da9302b3 wp-block-paragraph\"><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>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\">CATL (3750 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:63px\" 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=\"258\" height=\"172\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-215.png\" alt=\"\" class=\"wp-image-86525\"\/><\/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\">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<\/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: 600<\/strong><br><strong>Target: 700<\/strong><br><strong>Stop Loss: 550<\/strong><\/td><\/tr><tr><td><strong><strong><strong><strong><strong><strong><strong><strong>World\u2019s largest EV battery maker and a leading energy storage battery supplier, spanning power batteries, ESS, and related services.<\/strong><\/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>Energy storage is now the incremental growth engine. <\/strong>CATL\u2019s energy storage battery shipments rose 80% YoY in 2025 and contributed 14.7% of revenue, with the company maintaining around 30% global share in energy storage. This mix shift matters because ESS demand is less dependent on China passenger EV price wars and tends to carry longer project pipelines.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Sodium ion and swap. <\/strong>CATL has been pushing sodium ion toward commercialisation, including claims around mass production for commercial vehicles, and management has positioned 2026 as a year of broader sodium battery adoption across swapping, passenger vehicles, commercial vehicles and energy storage. This is a genuine optionality lever because sodium can improve cost and supply chain resilience for certain use cases versus lithium, especially when lithium input volatility returns.<\/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: 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<\/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-2e2754f17d056b9c1c7bf21eddc8f882 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>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\">CF Industries Holdings Inc. (CF US)<\/h3>\n\n\n\n<div style=\"height:13px\" 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=\"278\" height=\"122\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-217.png\" alt=\"\" class=\"wp-image-86527\"\/><\/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-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<\/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: 118<\/strong><br><strong>Target: 134<\/strong><br><strong>Stop Loss: 110<\/strong><\/td><\/tr><tr><td><strong>Fertilizer supply disruptions driving pricing power<\/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>Fertilizer supply disruptions drive nitrogen pricing power. <\/strong>Escalating geopolitical tensions in the Middle East are tightening global fertilizer supply chains as disruptions through the Strait of Hormuz, responsible for roughly one-third of global fertilizer trade, threaten shipments of key nutrients such as urea and nitrogen. As farmers enter the critical planting season, supply shortages have already driven urea fertilizer prices up roughly 30% within a week, tightening global availability and raising agricultural input costs. As one of the largest nitrogen fertilizer producers in North America, CF Industries is well positioned to benefit from higher global fertilizer prices and increased demand as farmers prioritize maintaining crop yields despite rising input costs.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Low-carbon fertilizer and industrial partnerships support long-term growth. <\/strong>Beyond cyclical fertilizer pricing, CF Industries is expanding into low-carbon fertilizer production through partnerships with companies such as POET and agricultural cooperatives, developing cleaner ammonia and nitrogen solutions that reduce carbon intensity in ethanol and agricultural supply chains. As agriculture and energy industries increasingly focus on decarbonization and sustainable fuel production, CF\u2019s leadership in ammonia production and carbon capture integration positions the company to benefit from long-term structural demand for low-carbon fertilizers and industrial decarbonization solutions.<\/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: 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<\/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<ul class=\"wp-block-list\">\n<li>Geo Energy Resources Ltd (GEO SP) at SG$0.49<\/li>\n<\/ul>\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>Northrop Grumman Corp (NOC US) at US$730<\/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<p class=\"wp-block-paragraph\">\u2013<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"976\" height=\"736\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-225.png\" alt=\"\" class=\"wp-image-86535\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-225.png 976w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-225-300x226.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/03\/image-225-768x579.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 BUY PropNex Ltd (PROP SP) RE-ITERATE BUY Sasseur REIT (SASSR SP) Entry: 1.5Target: 1.9Stop Loss: 1.3 New-launch wave and a \u201cgoldilocks\u201d resale market keep earnings elevated into FY26 Key Insights\u00a0 Entry: 0.65Target: 0.87Stop 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-86514","post","type-post","status-publish","format-standard","hentry","category-kgi-daily-trading-ideas"],"aioseo_notices":[],"uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false},"uagb_author_info":{"display_name":"Enya Tan","author_link":"https:\/\/www.kgieworld.sg\/research\/author\/enya-tankgi-com\/"},"uagb_comment_info":0,"uagb_excerpt":"Sector Performance | Singapore | Hong Kong | United States | Trading Dashboard United States Hong Kong ^ Back To Top BUY PropNex Ltd (PROP SP) RE-ITERATE BUY Sasseur REIT (SASSR SP) Entry: 1.5Target: 1.9Stop Loss: 1.3 New-launch wave and a \u201cgoldilocks\u201d resale market keep earnings elevated into FY26 Key Insights\u00a0 Entry: 0.65Target: 0.87Stop Loss:&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/86514","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=86514"}],"version-history":[{"count":3,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/86514\/revisions"}],"predecessor-version":[{"id":86562,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/86514\/revisions\/86562"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=86514"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=86514"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=86514"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}