{"id":93979,"date":"2026-09-02T08:00:18","date_gmt":"2026-09-02T00:00:18","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=93979"},"modified":"2026-09-02T13:12:03","modified_gmt":"2026-09-02T05:12:03","slug":"our-top-picks-today-stocks-2-september-2026","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/our-top-picks-today-stocks-2-september-2026\/","title":{"rendered":"Our Top Picks Today: Stocks | 2 September 2026"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"93979\" class=\"elementor elementor-93979\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2c3dd860 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2c3dd860\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-66b37d88\" data-id=\"66b37d88\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7c4662be elementor-widget elementor-widget-heading\" data-id=\"7c4662be\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">TRADING IDEAS<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4d782541 elementor-widget elementor-widget-heading\" data-id=\"4d782541\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"top\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Our Top Picks Today: Stocks | 2 September 2026<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3eca4f49 elementor-widget elementor-widget-text-editor\" data-id=\"3eca4f49\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p style=\"font-family: Montserrat; font-size: 13px; font-weight: 600; background: #e8f4ff; padding: 12px 18px; border-radius: 0px; margin-top: 16px;\"><span style=\"color: #15a4ff;\"><span style=\"text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"><a href=\"#sp\">SECTOR PERFORMANCE<\/a><\/span><\/span> &nbsp;|&nbsp; <font color=\"#15a4ff\"><span style=\"text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"><a href=\"#sp\">SINGAPORE<\/a><\/span><\/font> &nbsp;|&nbsp; <font color=\"#15a4ff\"><span style=\"text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"><a href=\"#hk\">HONG KONG<\/a><\/span><\/font> &nbsp;|&nbsp; <font color=\"#15a4ff\"><span style=\"text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"><a href=\"#us\">UNITED STATES<\/a><\/span><\/font> &nbsp;|&nbsp; <font color=\"#15a4ff\"><span style=\"text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"><a href=\"#td\">TRADING DASHBOARD<\/a><\/span><\/font><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2b9efad2 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2b9efad2\" data-element_type=\"section\" data-e-type=\"section\" id=\"sp\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3b4d79a\" data-id=\"3b4d79a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6396b064 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"6396b064\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Sector Performance<\/h2>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-4e5693e9 e-con e-atomic-element e-flexbox-base e-4e5693e9-87160e8 \" data-id=\"4e5693e9\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"4e5693e9\" data-e-type=\"e-flexbox\" data-id=\"4e5693e9\">\n    <div class=\"e-con e-atomic-element e-tabs-base e-44a395f8-cd4311a \"\n    data-id=\"44a395f8\"\n    data-element_type=\"e-tabs\"\n    data-e-type=\"e-tabs\"\n    data-interaction-id=\"44a395f8\"\n    data-interactions=\"null\"\n    x-data=\"eTabs44a395f8\"\n    data-e-settings=\"&#x7B;&quot;default-active-tab&quot;&#x3A;&quot;44a395f8-tab-0&quot;&#x7D;\"\n                data-e-type=\"e-tabs\" data-id=\"44a395f8\"\n        >\n    <div class=\"e-con e-atomic-element e-tabs-menu-base e-5e55aef0-8931df7 \"\n    data-id=\"5e55aef0\"\n    data-element_type=\"e-tabs-menu\"\n    data-e-type=\"e-tabs-menu\"\n    data-interaction-id=\"5e55aef0\"\n    data-interactions=\"null\"\n    role=\"tablist\"\n                data-e-type=\"e-tabs-menu\" data-id=\"5e55aef0\"\n        ><button class=\"e-con e-atomic-element e-tab-base e-150994fe-9788b5b DUP_SP-TAB  e--selected\"\n    data-id=\"150994fe\"\n    data-element_type=\"e-tab\"\n    data-e-type=\"e-tab\"\n    data-interaction-id=\"150994fe\"\n    data-interactions=\"null\"\n    role=\"tab\"\n    tabindex=\"0\"\n    aria-selected=\"true\"\n    x-bind=\"tab\"\n    x-ref=\"150994fe\"\n    id=\"44a395f8-tab-0\"\n    aria-controls=\"44a395f8-tab-content-0\"\n            data-e-type=\"e-tab\" data-id=\"150994fe\"\n        >\t\t\t<span class=\"e-444555eb-cee00c1 e-paragraph-base\" data-interaction-id=\"444555eb\" data-e-type=\"widget\" data-id=\"444555eb\">UNITED STATES<\/span>\n\t\t<\/button>\n<button class=\"e-con e-atomic-element e-tab-base e-171434a6-bdeddf4 DUP_SP-TAB \"\n    data-id=\"171434a6\"\n    data-element_type=\"e-tab\"\n    data-e-type=\"e-tab\"\n    data-interaction-id=\"171434a6\"\n    data-interactions=\"null\"\n    role=\"tab\"\n    tabindex=\"-1\"\n    aria-selected=\"false\"\n    x-bind=\"tab\"\n    x-ref=\"171434a6\"\n    id=\"44a395f8-tab-1\"\n    aria-controls=\"44a395f8-tab-content-1\"\n            data-e-type=\"e-tab\" data-id=\"171434a6\"\n        >\t\t\t<span class=\"e-7f9ee318-dc6e1d2 e-paragraph-base\" data-interaction-id=\"7f9ee318\" data-e-type=\"widget\" data-id=\"7f9ee318\">HONG KONG<\/span>\n\t\t<\/button>\n<\/div>\n<div class=\"e-con e-atomic-element e-tabs-content-area-base \"\n    data-id=\"7f1b9eed\"\n    data-element_type=\"e-tabs-content-area\"\n    data-e-type=\"e-tabs-content-area\"\n    data-interaction-id=\"7f1b9eed\"\n    data-interactions=\"null\"\n                data-e-type=\"e-tabs-content-area\" data-id=\"7f1b9eed\"\n        ><div class=\"e-con e-atomic-element e-tab-content-base  e--selected\"\n    data-id=\"2787e530\"\n    data-element_type=\"e-tab-content\"\n    data-e-type=\"e-tab-content\"\n    data-interaction-id=\"2787e530\"\n    data-interactions=\"null\"\n    role=\"tabpanel\"\n    x-bind=\"tabContent\"\n    id=\"44a395f8-tab-content-0\"\n    aria-labelledby=\"44a395f8-tab-0\"\n                data-e-type=\"e-tab-content\" data-id=\"2787e530\"\n 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https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/09\/tradingview-stock-market-heatmap-2026-09-02_08.59.45-768x486.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/09\/tradingview-stock-market-heatmap-2026-09-02_08.59.45-1536x973.png 1536w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/09\/tradingview-stock-market-heatmap-2026-09-02_08.59.45-2048x1297.png 2048w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2e082048 elementor-widget elementor-widget-image\" data-id=\"2e082048\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"956\" height=\"296\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-02-130939.png?wsr\" class=\"attachment-full size-full wp-image-94033\" alt=\"\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-02-130939.png 956w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-02-130939-300x93.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-02-130939-768x238.png 768w\" sizes=\"(max-width: 956px) 100vw, 956px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-473d5c7f elementor-widget elementor-widget-image\" data-id=\"473d5c7f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"956\" height=\"242\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-02-131222.png?wsr\" class=\"attachment-full size-full wp-image-94034\" alt=\"\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-02-131222.png 956w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-02-131222-300x76.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-02-131222-768x194.png 768w\" sizes=\"(max-width: 956px) 100vw, 956px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n<div class=\"e-con e-atomic-element e-tab-content-base \"\n    data-id=\"ce50fbd\"\n    data-element_type=\"e-tab-content\"\n    data-e-type=\"e-tab-content\"\n    data-interaction-id=\"ce50fbd\"\n    data-interactions=\"null\"\n    role=\"tabpanel\"\n    x-bind=\"tabContent\"\n    id=\"44a395f8-tab-content-1\"\n    aria-labelledby=\"44a395f8-tab-1\"\n     hidden=\"true\" style=\"display: none;\"            data-e-type=\"e-tab-content\" data-id=\"ce50fbd\"\n        >\t\t<div class=\"elementor-element elementor-element-243dd799 elementor-widget elementor-widget-image\" data-id=\"243dd799\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1674\" height=\"934\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/09\/tradingview-stock-market-heatmap-2026-09-01_17.54.15.png?wsr\" class=\"attachment-full size-full wp-image-93982\" alt=\"\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/09\/tradingview-stock-market-heatmap-2026-09-01_17.54.15.png 1674w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/09\/tradingview-stock-market-heatmap-2026-09-01_17.54.15-300x167.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/09\/tradingview-stock-market-heatmap-2026-09-01_17.54.15-1024x571.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/09\/tradingview-stock-market-heatmap-2026-09-01_17.54.15-768x429.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/09\/tradingview-stock-market-heatmap-2026-09-01_17.54.15-1536x857.png 1536w\" sizes=\"(max-width: 1674px) 100vw, 1674px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n<\/div>\n\t\t\t<p class=\"e-223c98b1-77f2c91 e-paragraph-base\" data-interaction-id=\"223c98b1\" data-e-type=\"widget\" data-id=\"223c98b1\"><a target=\"_self\" href=\"#top\" id=\"e-mq4jsug1-z6kdzol\">^ Back to Top<\/a><\/p>\n\t\t\n<\/div>\n\t\t\n\n<\/div>\n\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-27b9779d elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"27b9779d\" data-element_type=\"section\" data-e-type=\"section\" id=\"sg\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3348c688\" data-id=\"3348c688\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-18c3c13e elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"18c3c13e\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Singapore<\/h2>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-5526e1ca e-flex e-con-boxed e-con e-parent\" data-id=\"5526e1ca\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-308ecca e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"308ecca\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInLeft&quot;,&quot;animation_mobile&quot;:&quot;fadeInUp&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a69aa83 elementor-widget__width-inherit elementor-widget elementor-widget-heading\" data-id=\"a69aa83\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">RE-ITERATE BUY<\/h6>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-dbd7d88 e-con-full e-flex e-con e-child\" data-id=\"dbd7d88\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0a1908e elementor-widget elementor-widget-image\" data-id=\"0a1908e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"274\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/11\/CSE-Global-Ltd.-Logo.png\" class=\"attachment-large size-large wp-image-80668\" alt=\"\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/11\/CSE-Global-Ltd.-Logo.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/11\/CSE-Global-Ltd.-Logo-300x103.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/11\/CSE-Global-Ltd.-Logo-768x263.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-13922be4 elementor-widget elementor-widget-text-editor\" data-id=\"13922be4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div style=\"padding: 0 24px; min-height: 120px;\"><p style=\"font-family: Montserrat; font-size: 11px; font-weight: 600; color: #9b9b9b; letter-spacing: 2px; text-transform: uppercase; margin: 0 0 6px;\">CSE SP<\/p><h3 style=\"font-family: Montserrat; font-size: 22px; font-weight: 600; color: #0d2a5e; margin: 0 0 12px;\">CSE Global\u00a0<\/h3><p style=\"font-family: Montserrat; font-size: 13px; color: #555555; margin: 0;\">AI data-centre electrification, record backlog conversion, and strategic-review optionality<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6fd965ff e-con-full e-flex e-con e-child\" data-id=\"6fd965ff\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-7b33f09e e-con-full e-flex e-con e-child\" data-id=\"7b33f09e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-275ec380 elementor-widget elementor-widget-heading\" data-id=\"275ec380\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">ENTRY<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-226078ee elementor-widget elementor-widget-counter\" data-id=\"226078ee\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"1.15\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\"><\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-554f48dc e-con-full e-flex e-con e-child\" data-id=\"554f48dc\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-489e0028 elementor-widget elementor-widget-heading\" data-id=\"489e0028\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">TARGET<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-57371438 elementor-widget elementor-widget-counter\" data-id=\"57371438\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"1.65\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\"><\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4617543c e-con-full e-flex e-con e-child\" data-id=\"4617543c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4a9c868f elementor-widget elementor-widget-heading\" data-id=\"4a9c868f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">STOP LOSS<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8ecdc98 elementor-widget elementor-widget-counter\" data-id=\"8ecdc98\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"0.9\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\"><\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-45c6492f elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"45c6492f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-14cea1a elementor-widget elementor-widget-text-editor\" data-id=\"14cea1a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div style=\"padding: 0 24px; min-height: 150px;\"><p style=\"font-family: Montserrat; font-size: 9px; font-weight: 600; color: #9b9b9b; letter-spacing: 2px; text-transform: uppercase; margin: 0 0 4px;\">KEY INSIGHTS #1<\/p><p style=\"font-family: Montserrat; font-size: 14px; font-weight: 600; color: #00367c; margin: 0 0 8px;\">AI data-centre power infrastructure is becoming the main structural growth engine.<\/p><p style=\"font-family: Montserrat; font-size: 13px; color: #555555; line-height: 1.7; margin: 0;\">CSE is increasingly exposed to the second-order beneficiaries of AI capex rather than GPUs themselves. Data-centre infrastructure already contributed around 14% of group revenue in 2025, while Amazon\u2019s warrant arrangement is tied to up to US$1.5B of qualifying purchases of CSE products and services through November 2030. More recently, CSE secured a US$49.8M, or S$64.3M, contract to design and manufacture power distribution centres for the Cheyenne Power Hub in the US, with execution across 2026\u201327. The win validates CSE\u2019s position in critical electrical infrastructure and creates potential follow-on opportunities as hyperscalers continue expanding US power capacity.<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f113fea elementor-widget elementor-widget-text-editor\" data-id=\"f113fea\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div style=\"padding: 0 24px; min-height: 150px;\"><p style=\"font-family: Montserrat; font-size: 9px; font-weight: 600; color: #9b9b9b; letter-spacing: 2px; text-transform: uppercase; margin: 0 0 4px;\">KEY INSIGHTS #2<\/p><p style=\"font-family: Montserrat; font-size: 14px; font-weight: 600; color: #00367c; margin: 0 0 8px;\">Strategic review creates additional upside beyond the operating recovery.<\/p><p style=\"font-family: Montserrat; font-size: 13px; color: #555555; line-height: 1.7; margin: 0;\">CSE has continued to update investors that its strategic review remains ongoing, providing potential optionality around capital allocation, corporate structure or other value-unlocking measures. At the same time, the operational catalyst pipeline remains strong, with brokers expecting further large hyperscaler electrification awards and the recently secured Cheyenne project adding to FY27 visibility. With the shares around S$1.18\u20131.20 versus recent analyst targets ranging from roughly S$1.56 to S$1.95, the current valuation offers an attractive setup if 2H26 margins recover while the strategic review produces a tangible outcome.<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2fc71f8a e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"2fc71f8a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInRight&quot;,&quot;animation_mobile&quot;:&quot;fadeInUp&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c1ec993 elementor-widget__width-inherit elementor-widget elementor-widget-heading\" data-id=\"c1ec993\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">RE-ITERATE BUY<\/h6>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-69be465 e-con-full e-flex e-con e-child\" data-id=\"69be465\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f7bea8d elementor-widget elementor-widget-image\" data-id=\"f7bea8d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"224\" height=\"56\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/PC-Partner-Logo-1.png\" class=\"attachment-large size-large wp-image-83824\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6f6d659 elementor-widget elementor-widget-text-editor\" data-id=\"6f6d659\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div style=\"padding: 0 24px; min-height: 120px;\"><p style=\"font-family: Montserrat; font-size: 11px; font-weight: 600; color: #9b9b9b; letter-spacing: 2px; text-transform: uppercase; margin: 0 0 6px;\">PCPG SP<\/p><h3 style=\"font-family: Montserrat; font-size: 22px; font-weight: 600; color: #0d2a5e; margin: 0 0 12px;\">PC Partner Group\u00a0<\/h3><p style=\"font-family: Montserrat; font-size: 13px; color: #555555; margin: 0;\">GPU pricing power, AI-server optionality, and margin normalization<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4b488a2 e-con-full e-flex e-con e-child\" data-id=\"4b488a2\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-9783459 e-con-full e-flex e-con e-child\" data-id=\"9783459\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f6c698f elementor-widget elementor-widget-heading\" data-id=\"f6c698f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">ENTRY<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8538803 elementor-widget elementor-widget-counter\" data-id=\"8538803\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"2.8\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\"><\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-06f9c3f e-con-full e-flex e-con e-child\" data-id=\"06f9c3f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5b6d234 elementor-widget elementor-widget-heading\" data-id=\"5b6d234\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">TARGET<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-506ce4d elementor-widget elementor-widget-counter\" data-id=\"506ce4d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"3.4\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\"><\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1957678 e-con-full e-flex e-con e-child\" data-id=\"1957678\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-113a972 elementor-widget elementor-widget-heading\" data-id=\"113a972\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">STOP LOSS<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bacf360 elementor-widget elementor-widget-counter\" data-id=\"bacf360\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"2.5\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\"><\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-17c194f elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"17c194f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-59c0a53 elementor-widget elementor-widget-text-editor\" data-id=\"59c0a53\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div style=\"padding: 0 24px; min-height: 150px;\"><p style=\"font-family: Montserrat; font-size: 9px; font-weight: 600; color: #9b9b9b; letter-spacing: 2px; text-transform: uppercase; margin: 0 0 4px;\">KEY INSIGHTS #1<\/p><p style=\"font-family: Montserrat; font-size: 14px; font-weight: 600; color: #00367c; margin: 0 0 8px;\">Tight GPU and graphics-memory supply is supporting ASPs even as unit volumes remain constrained.<\/p><p style=\"font-family: Montserrat; font-size: 13px; color: #555555; line-height: 1.7; margin: 0;\">The current memory shortage is creating an unusual earnings setup for graphics-card manufacturers. In 1H26, PC Partner\u2019s own-brand graphics-card revenue fell 9.2% to HK$4.46B as shipment volume declined 18.4%, but average selling prices increased 10.7%. More importantly, ODM\/OEM graphics-card revenue jumped 73.9% to HK$1.48B despite a 38.4% volume decline because ASP increased 181%. Group revenue therefore still rose 1.5% YoY to HK$6.45B, while gross margin expanded sharply to 16.5% from 10.5%. PC Partner has previously indicated that higher graphics-memory prices should continue supporting VGA pricing until supply improves, creating a near-term buffer against lower unit output.<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bffcd3f elementor-widget elementor-widget-text-editor\" data-id=\"bffcd3f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div style=\"padding: 0 24px; min-height: 150px;\"><p style=\"font-family: Montserrat; font-size: 9px; font-weight: 600; color: #9b9b9b; letter-spacing: 2px; text-transform: uppercase; margin: 0 0 4px;\">KEY INSIGHTS #2<\/p><p style=\"font-family: Montserrat; font-size: 14px; font-weight: 600; color: #00367c; margin: 0 0 8px;\">AI servers provide a credible second growth engine beyond consumer GPUs.<\/p><p style=\"font-family: Montserrat; font-size: 13px; color: #555555; line-height: 1.7; margin: 0;\">PC Partner is transitioning from primarily an add-in-board GPU manufacturer toward higher-value enterprise compute. At NVIDIA GTC 2026, the group showcased a 4U NVIDIA MGX server using RTX PRO 6000 Blackwell Server Edition GPUs and ConnectX-8 networking, alongside a 6U eight-GPU server targeted at on-premise AI and digital-twin workloads. The 4U platform supports up to eight GPUs with 96GB of GDDR7 memory per card. Management has also indicated that 6U systems have already started shipping, while the MGX 4U server is expected to become available from September. Initial volumes are unlikely to transform group earnings immediately, particularly where systems are sold as lower-margin barebones, but successful qualification with system integrators and data centres could materially expand PC Partner\u2019s addressable market beyond gaming GPUs.<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7c96cca7 e-flex e-con-boxed e-con e-parent\" data-id=\"7c96cca7\" data-element_type=\"container\" data-e-type=\"container\" id=\"hk\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-361071e1 e-con-full e-flex e-con e-child\" data-id=\"361071e1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-508a2c1d elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"508a2c1d\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Hong Kong<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-0664fb8 e-flex e-con-boxed e-con e-parent\" data-id=\"0664fb8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-714267c e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"714267c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInLeft&quot;,&quot;animation_mobile&quot;:&quot;fadeInUp&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0229af9 elementor-widget__width-inherit elementor-widget elementor-widget-heading\" data-id=\"0229af9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">RE-ITERATE BUY<\/h6>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-87c8011 e-con-full e-flex e-con e-child\" data-id=\"87c8011\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ac4aec9 elementor-widget elementor-widget-image\" data-id=\"ac4aec9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"162\" height=\"80\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2021\/01\/popmart.png\" class=\"attachment-large size-large wp-image-510\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d536d68 elementor-widget elementor-widget-text-editor\" data-id=\"d536d68\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div style=\"padding: 0 24px; min-height: 120px;\"><p style=\"font-family: Montserrat; font-size: 11px; font-weight: 600; color: #9b9b9b; letter-spacing: 2px; text-transform: uppercase; margin: 0 0 6px;\">9992 HK<\/p><h3 style=\"font-family: Montserrat; font-size: 22px; font-weight: 600; color: #0d2a5e; margin: 0 0 12px;\">Pop Mart International\u00a0<\/h3><p style=\"font-family: Montserrat; font-size: 13px; color: #555555; margin: 0;\">IP diversification, overseas normalization, and buyback support<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5c6dba4 e-con-full e-flex e-con e-child\" data-id=\"5c6dba4\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-d704109 e-con-full e-flex e-con e-child\" data-id=\"d704109\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6471b24 elementor-widget elementor-widget-heading\" data-id=\"6471b24\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">ENTRY<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-80598ca elementor-widget elementor-widget-counter\" data-id=\"80598ca\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"155\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\"><\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6aa5215 e-con-full e-flex e-con e-child\" data-id=\"6aa5215\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a86ca97 elementor-widget elementor-widget-heading\" data-id=\"a86ca97\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">TARGET<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b3a7cfd elementor-widget elementor-widget-counter\" data-id=\"b3a7cfd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"195\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\"><\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-981ee31 e-con-full e-flex e-con e-child\" data-id=\"981ee31\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5306816 elementor-widget elementor-widget-heading\" data-id=\"5306816\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">STOP LOSS<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0fa3e8a elementor-widget elementor-widget-counter\" data-id=\"0fa3e8a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"135\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\"><\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2d5e19d elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"2d5e19d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-844d3fb elementor-widget elementor-widget-text-editor\" data-id=\"844d3fb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div style=\"padding: 0 24px; min-height: 150px;\"><p style=\"font-family: Montserrat; font-size: 9px; font-weight: 600; color: #9b9b9b; letter-spacing: 2px; text-transform: uppercase; margin: 0 0 4px;\">KEY INSIGHTS #1<\/p><p style=\"font-family: Montserrat; font-size: 14px; font-weight: 600; color: #00367c; margin: 0 0 8px;\">Designer toys are shifting from a China collectible trend into a broader global IP consumption category.<\/p><p style=\"font-family: Montserrat; font-size: 13px; color: #555555; line-height: 1.7; margin: 0;\">Pop Mart\u2019s 1H26 revenue increased 23.8% YoY to RMB17.17B, demonstrating that demand remains structurally above pre-LABUBU levels despite a sharp slowdown from 2025\u2019s exceptional growth. More importantly, revenue is broadening beyond a single viral character: six IPs generated more than RMB1B each during the half, including THE MONSTERS at RMB4.45B, Stars at RMB2.65B, CRYBABY at RMB1.63B, DIMOO at RMB1.62B, SKULLPANDA at RMB1.55B and HIRONO at RMB1.01B. A deeper multi-IP portfolio reduces reliance on LABUBU alone and gives Pop Mart greater potential to evolve toward a Disney-style IP monetisation model rather than remaining a conventional toy retailer. <\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f5c631c elementor-widget elementor-widget-text-editor\" data-id=\"f5c631c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div style=\"padding: 0 24px; min-height: 150px;\"><p style=\"font-family: Montserrat; font-size: 9px; font-weight: 600; color: #9b9b9b; letter-spacing: 2px; text-transform: uppercase; margin: 0 0 4px;\">KEY INSIGHTS #2<\/p><p style=\"font-family: Montserrat; font-size: 14px; font-weight: 600; color: #00367c; margin: 0 0 8px;\">Overseas weakness looks more like channel normalization than a collapse in brand demand.<\/p><p style=\"font-family: Montserrat; font-size: 13px; color: #555555; line-height: 1.7; margin: 0;\">The key 1H26 disappointment was international revenue, which fell 9.1% as online traffic normalized from unusually strong 2025 levels and overseas operating margins were pressured by store openings and weaker scale leverage. However, offline overseas stores remained comparatively healthy, while management is shifting from aggressive store rollout toward stricter site selection and localized supply. Pop Mart has also added manufacturing partners in Mexico, Cambodia and Indonesia, which should shorten replenishment cycles and reduce reliance on air freight. If inventory normalization continues through 2H26, overseas margins could recover without requiring aggressive discounting that would damage IP scarcity and brand equity.<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-225f98e e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"225f98e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInRight&quot;,&quot;animation_mobile&quot;:&quot;fadeInUp&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c13e8b4 elementor-widget__width-inherit elementor-widget elementor-widget-heading\" data-id=\"c13e8b4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">RE-ITERATE BUY<\/h6>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3cfc7bd e-con-full e-flex e-con e-child\" data-id=\"3cfc7bd\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5d294f8 elementor-widget elementor-widget-image\" data-id=\"5d294f8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"274\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/08\/MMG-Limited-1208-HK-Logo-300x274.jpg\" class=\"attachment-medium size-medium wp-image-93836\" alt=\"\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/08\/MMG-Limited-1208-HK-Logo-300x274.jpg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/08\/MMG-Limited-1208-HK-Logo-1024x935.jpg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/08\/MMG-Limited-1208-HK-Logo-768x701.jpg 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/08\/MMG-Limited-1208-HK-Logo.jpg 1534w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9c4dea0 elementor-widget elementor-widget-text-editor\" data-id=\"9c4dea0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div style=\"padding: 0 24px; min-height: 120px;\"><p style=\"font-family: Montserrat; font-size: 11px; font-weight: 600; color: #9b9b9b; letter-spacing: 2px; text-transform: uppercase; margin: 0 0 6px;\">1208 HK<\/p><h3 style=\"font-family: Montserrat; font-size: 22px; font-weight: 600; color: #0d2a5e; margin: 0 0 12px;\">MMG Limited<\/h3><p style=\"font-family: Montserrat; font-size: 13px; color: #555555; margin: 0;\">Copper scarcity, record cash generation, and Khoemacau growth optionality<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b43f990 e-con-full e-flex e-con e-child\" data-id=\"b43f990\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-34453db e-con-full e-flex e-con e-child\" data-id=\"34453db\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ad46fc5 elementor-widget elementor-widget-heading\" data-id=\"ad46fc5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">ENTRY<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2b069b4 elementor-widget elementor-widget-counter\" data-id=\"2b069b4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"9\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\"><\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d223180 e-con-full e-flex e-con e-child\" data-id=\"d223180\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-954a27d elementor-widget elementor-widget-heading\" data-id=\"954a27d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">TARGET<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cc8b8c1 elementor-widget elementor-widget-counter\" data-id=\"cc8b8c1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"11\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\"><\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-83c97a9 e-con-full e-flex e-con e-child\" data-id=\"83c97a9\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-223477c elementor-widget elementor-widget-heading\" data-id=\"223477c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">STOP LOSS<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-757a74c elementor-widget elementor-widget-counter\" data-id=\"757a74c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"8\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\"><\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b08ff05 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"b08ff05\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e5792c5 elementor-widget elementor-widget-text-editor\" data-id=\"e5792c5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div style=\"padding: 0 24px; min-height: 150px;\"><p style=\"font-family: Montserrat; font-size: 9px; font-weight: 600; color: #9b9b9b; letter-spacing: 2px; text-transform: uppercase; margin: 0 0 4px;\">KEY INSIGHTS #1<\/p><p style=\"font-family: Montserrat; font-size: 14px; font-weight: 600; color: #00367c; margin: 0 0 8px;\">Copper market tightness remains supportive, with AI and grid investment reinforcing structural demand.<\/p><p style=\"font-family: Montserrat; font-size: 13px; color: #555555; line-height: 1.7; margin: 0;\">Copper prices are trading near record levels as physical inventories outside the US tighten, concentrate availability remains constrained and potential US tariffs distort global trade flows. At the same time, electricity-grid upgrades, renewable deployment and AI data-centre buildouts continue to support structural copper demand. MMG is a direct beneficiary through Las Bambas and its expanding African copper portfolio. 1H26 marked MMG\u2019s highest first-half copper production since 2018, while Las Bambas alone produced 210,195 tonnes of copper concentrate. With copper around US$14,000\/t, the sensitivity of earnings and free cash flow to elevated pricing remains substantial. <\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d59e845 elementor-widget elementor-widget-text-editor\" data-id=\"d59e845\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div style=\"padding: 0 24px; min-height: 150px;\"><p style=\"font-family: Montserrat; font-size: 9px; font-weight: 600; color: #9b9b9b; letter-spacing: 2px; text-transform: uppercase; margin: 0 0 4px;\">KEY INSIGHTS #2<\/p><p style=\"font-family: Montserrat; font-size: 14px; font-weight: 600; color: #00367c; margin: 0 0 8px;\">Khoemacau is evolving into a materially larger copper platform.<\/p><p style=\"font-family: Montserrat; font-size: 13px; color: #555555; line-height: 1.7; margin: 0;\">MMG\u2019s Botswana operation offers the clearest medium-term production kicker. Khoemacau is targeting annual copper capacity of around 130,000 tonnes by 2028 versus 42,120 tonnes produced in 2025, with longer-term potential approaching 200,000 tonnes. The August discovery of the nearby Kgwebe deposit adds approximately 1.4Mt of contained copper and 90Moz of silver to Khoemacau\u2019s Mineral Resources, strengthening the case for further mine-life and throughput expansion. If copper prices remain elevated while Khoemacau ramps as planned, MMG can transition from a primarily Las Bambas-driven story into a more diversified high-growth copper producer.<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-36ca6bac e-flex e-con-boxed e-con e-parent\" data-id=\"36ca6bac\" data-element_type=\"container\" data-e-type=\"container\" id=\"us\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-52b0ed22 e-con-full e-flex e-con e-child\" data-id=\"52b0ed22\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-336dd754 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"336dd754\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">United States<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e17f261 e-flex e-con-boxed e-con e-parent\" data-id=\"e17f261\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-086e224 e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"086e224\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInLeft&quot;,&quot;animation_mobile&quot;:&quot;fadeInUp&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a99648f elementor-widget__width-inherit elementor-widget elementor-widget-heading\" data-id=\"a99648f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">RE-ITERATE BUY<\/h6>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a574969 e-con-full e-flex e-con e-child\" data-id=\"a574969\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-08106b6 elementor-widget elementor-widget-image\" data-id=\"08106b6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"297\" height=\"160\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/08\/Danaher-Corp-DHR-US-Logo.svg\" class=\"attachment-large size-large wp-image-93881\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-db6e0b9 elementor-widget elementor-widget-text-editor\" data-id=\"db6e0b9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div style=\"padding: 0 24px; min-height: 120px;\"><p style=\"font-family: Montserrat; font-size: 11px; font-weight: 600; color: #9b9b9b; letter-spacing: 2px; text-transform: uppercase; margin: 0 0 6px;\">DHR US<\/p><h3 style=\"font-family: Montserrat; font-size: 22px; font-weight: 600; color: #0d2a5e; margin: 0 0 12px;\">Danaher Corp<\/h3><p style=\"font-family: Montserrat; font-size: 13px; color: #555555; margin: 0;\">Life-sciences recovery play with recurring bioprocessing and diagnostics exposure<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-07c5833 e-con-full e-flex e-con e-child\" data-id=\"07c5833\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-b260e51 e-con-full e-flex e-con e-child\" data-id=\"b260e51\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a42285f elementor-widget elementor-widget-heading\" data-id=\"a42285f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">ENTRY<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e2505da elementor-widget elementor-widget-counter\" data-id=\"e2505da\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"212\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\"><\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-be84050 e-con-full e-flex e-con e-child\" data-id=\"be84050\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-41b2f54 elementor-widget elementor-widget-heading\" data-id=\"41b2f54\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">TARGET<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0b65a6e elementor-widget elementor-widget-counter\" data-id=\"0b65a6e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"240\" data-from-value=\"\" data-delimiter=\",\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\"><\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-ba0bebd e-con-full e-flex e-con e-child\" data-id=\"ba0bebd\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c11367c elementor-widget elementor-widget-heading\" data-id=\"c11367c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">STOP LOSS<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2607adb elementor-widget elementor-widget-counter\" data-id=\"2607adb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"198\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\"><\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8d98f9d elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"8d98f9d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-63b3ac3 elementor-widget elementor-widget-text-editor\" data-id=\"63b3ac3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div style=\"padding: 0 24px; min-height: 150px;\"><p style=\"font-family: Montserrat; font-size: 9px; font-weight: 600; color: #9b9b9b; letter-spacing: 2px; text-transform: uppercase; margin: 0 0 4px;\">KEY INSIGHTS #1<\/p><p style=\"font-family: Montserrat; font-size: 14px; font-weight: 600; color: #00367c; margin: 0 0 8px;\">Bioprocessing recovery and Masimo broaden recurring growth.<\/p><p style=\"font-family: Montserrat; font-size: 13px; color: #555555; line-height: 1.7; margin: 0;\">Danaher\u2019s life-sciences businesses are recovering, with 2Q26 revenue rising 5.5% YoY to US$6.3bn and bioprocessing orders growing mid-teens, indicating improving demand even as project timing affected reported revenue. The acquisition of Masimo adds advanced sensor technology and AI-enabled patient monitoring to Danaher\u2019s diagnostics portfolio, broadening its exposure beyond bioprocessing while strengthening recurring consumables and clinical diagnostics revenue.<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-08f5110 elementor-widget elementor-widget-text-editor\" data-id=\"08f5110\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div style=\"padding: 0 24px; min-height: 150px;\"><p style=\"font-family: Montserrat; font-size: 9px; font-weight: 600; color: #9b9b9b; letter-spacing: 2px; text-transform: uppercase; margin: 0 0 4px;\">KEY INSIGHTS #2<\/p><p style=\"font-family: Montserrat; font-size: 14px; font-weight: 600; color: #00367c; margin: 0 0 8px;\">Biotech innovation and capacity investment support new life-sciences upcycle.<\/p><p style=\"font-family: Montserrat; font-size: 13px; color: #555555; line-height: 1.7; margin: 0;\">The biotech industry is moving back toward higher R&amp;D and manufacturing activity as biologics, cell and gene therapies, personalised medicine and mRNA-based treatments expand. The first successful large-scale Phase III mRNA cancer-vaccine trial provides another validation point for next-generation biologics, which should increase long-term demand for the bioprocessing equipment, consumables, analytical tools and diagnostics supplied by Danaher as therapies move from discovery into clinical development and commercial production.<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7047058 e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"7047058\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInRight&quot;,&quot;animation_mobile&quot;:&quot;fadeInUp&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-31851ea elementor-widget__width-inherit elementor-widget elementor-widget-heading\" data-id=\"31851ea\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">RE-ITERATE BUY<\/h6>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3773f9e e-con-full e-flex e-con e-child\" data-id=\"3773f9e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e3bb424 elementor-widget elementor-widget-image\" data-id=\"e3bb424\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"150\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/08\/Twist-Bioscience-TWST-US-Logo-300x150.png\" class=\"attachment-medium size-medium wp-image-93838\" alt=\"\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/08\/Twist-Bioscience-TWST-US-Logo-300x150.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/08\/Twist-Bioscience-TWST-US-Logo.png 480w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fcb7f75 elementor-widget elementor-widget-text-editor\" data-id=\"fcb7f75\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div style=\"padding: 0 24px; min-height: 120px;\"><p style=\"font-family: Montserrat; font-size: 11px; font-weight: 600; color: #9b9b9b; letter-spacing: 2px; text-transform: uppercase; margin: 0 0 6px;\">TWST US<\/p><h3 style=\"font-family: Montserrat; font-size: 22px; font-weight: 600; color: #0d2a5e; margin: 0 0 12px;\">Twist Bioscience<\/h3><p style=\"font-family: Montserrat; font-size: 13px; color: #555555; margin: 0;\">DNA synthesis platform leveraged to AI-driven biotech discovery<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-aea414d e-con-full e-flex e-con e-child\" data-id=\"aea414d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-54c6704 e-con-full e-flex e-con e-child\" data-id=\"54c6704\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-34692b2 elementor-widget elementor-widget-heading\" data-id=\"34692b2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">ENTRY<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-51b4e4e elementor-widget elementor-widget-counter\" data-id=\"51b4e4e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"142\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\"><\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-69f0bab e-con-full e-flex e-con e-child\" data-id=\"69f0bab\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-393a123 elementor-widget elementor-widget-heading\" data-id=\"393a123\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">TARGET<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fbe775a elementor-widget elementor-widget-counter\" data-id=\"fbe775a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"170\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\"><\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8f1f767 e-con-full e-flex e-con e-child\" data-id=\"8f1f767\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a849e7d elementor-widget elementor-widget-heading\" data-id=\"a849e7d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">STOP LOSS<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-043457e elementor-widget elementor-widget-counter\" data-id=\"043457e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"126\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\"><\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4f90d82 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"4f90d82\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d3af636 elementor-widget elementor-widget-text-editor\" data-id=\"d3af636\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div style=\"padding: 0 24px; min-height: 150px;\"><p style=\"font-family: Montserrat; font-size: 9px; font-weight: 600; color: #9b9b9b; letter-spacing: 2px; text-transform: uppercase; margin: 0 0 4px;\">KEY INSIGHTS #1<\/p><p style=\"font-family: Montserrat; font-size: 14px; font-weight: 600; color: #00367c; margin: 0 0 8px;\">DNA synthesis is scaling with improving margins.<\/p><p style=\"font-family: Montserrat; font-size: 13px; color: #555555; line-height: 1.7; margin: 0;\">Twist is benefiting from rising demand across DNA synthesis, protein solutions and NGS, with 3Q26 revenue up 23% YoY to US$118.4mn, marking its 14th consecutive quarter of sequential growth. DNA Synthesis and Protein Solutions revenue grew 39% YoY to US$56.6mn, while gross margin improved to 52.8%, showing that higher utilisation and product mix are supporting both growth and operating leverage.<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6f30832 elementor-widget elementor-widget-text-editor\" data-id=\"6f30832\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div style=\"padding: 0 24px; min-height: 150px;\"><p style=\"font-family: Montserrat; font-size: 9px; font-weight: 600; color: #9b9b9b; letter-spacing: 2px; text-transform: uppercase; margin: 0 0 4px;\">KEY INSIGHTS #2<\/p><p style=\"font-family: Montserrat; font-size: 14px; font-weight: 600; color: #00367c; margin: 0 0 8px;\">AI drug discovery and personalised medicine increase demand for synthetic DNA.<\/p><p style=\"font-family: Montserrat; font-size: 13px; color: #555555; line-height: 1.7; margin: 0;\">AI-enabled drug discovery is accelerating the design of proteins, antibodies and therapeutic candidates, increasing the number of biological sequences that need to be physically synthesised and tested. The recent Phase III success of Moderna and Merck\u2019s personalised mRNA cancer vaccine also highlights the broader shift toward genomics-driven and personalised therapies, where sequencing, mutation identification and rapid DNA synthesis become increasingly important research tools.<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-40fa54e e-con e-atomic-element e-flexbox-base e-598d4b8 \" data-id=\"40fa54e\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"40fa54e\" data-e-type=\"e-flexbox\" data-id=\"40fa54e\">\n    \t\t\t<p class=\"e-e7c0fa7-838f7d2 e-paragraph-base\" data-interaction-id=\"e7c0fa7\" data-e-type=\"widget\" data-id=\"e7c0fa7\"><a target=\"_self\" href=\"#top\" id=\"e-mq4jsug1-z6kdzol\">^ Back to Top<\/a><\/p>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-696387b9 e-flex e-con-boxed e-con e-parent\" data-id=\"696387b9\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-772410f1 e-con-full e-flex e-con e-child\" data-id=\"772410f1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6bfbb43d elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"6bfbb43d\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"td\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Trading Dashboard<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b6762f7 e-flex e-con-boxed e-con e-parent\" data-id=\"b6762f7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-e85d161 e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"e85d161\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInUp&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-68a2d74 elementor-widget elementor-widget-heading\" data-id=\"68a2d74\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h5 class=\"elementor-heading-title elementor-size-default\">TAKE PROFIT<\/h5>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-525fcbd elementor-widget elementor-widget-text-editor\" data-id=\"525fcbd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div style=\"padding: 20px;\"><p style=\"font-family: Montserrat; font-size: 10px; font-weight: 600; color: #9b9b9b; letter-spacing: 2px; text-transform: uppercase; margin: 0 0 12px;\">STOCKS<\/p><ul><li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"28\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span class=\"TextRun SCXW227595835 BCX0\" lang=\"EN-SG\" xml:lang=\"EN-SG\" data-contrast=\"auto\"><span class=\"NormalTextRun SpellingErrorV2Themed SCXW227595835 BCX0\">Crowdstrike<\/span><span class=\"NormalTextRun SCXW227595835 BCX0\"> Holdings Inc<\/span><span class=\"NormalTextRun SCXW227595835 BCX0\"> (CRWD US) at US$<\/span><span class=\"NormalTextRun SCXW227595835 BCX0\">230<\/span><\/span><span class=\"EOP Selected SCXW227595835 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/li><\/ul><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7f72757 e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"7f72757\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInUp&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3ee2da1 elementor-widget elementor-widget-heading\" data-id=\"3ee2da1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h5 class=\"elementor-heading-title elementor-size-default\">ADD<\/h5>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7d73b37 elementor-widget elementor-widget-text-editor\" data-id=\"7d73b37\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div style=\"padding: 20px;\"><p style=\"font-family: Montserrat; font-size: 10px; font-weight: 600; color: #9b9b9b; letter-spacing: 2px; text-transform: uppercase; margin: 0 0 12px;\">STOCKS<\/p><ul><li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"28\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"none\">Alibaba Group Holding Ltd (9988 HK) at HK$110<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/li><\/ul><ul><li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"28\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"none\">Hong Kong Exchanges &amp; Clearing Ltd (388 HK) at HK$406<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/li><\/ul><ul><li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"28\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"4\" data-aria-level=\"1\"><span data-contrast=\"none\">Pop Mart International Group Ltd (9992 HK) at HK$155<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/li><\/ul><ul><li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"28\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"5\" data-aria-level=\"1\"><span data-contrast=\"none\">Twist Bioscience Corp (TWST US) at US$142<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/li><\/ul><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2ee995f e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"2ee995f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInUp&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-70a7ef5 elementor-widget elementor-widget-heading\" data-id=\"70a7ef5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h5 class=\"elementor-heading-title elementor-size-default\">CUT<\/h5>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-229bbd7 elementor-widget elementor-widget-text-editor\" data-id=\"229bbd7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div style=\"padding: 20px;\"><p style=\"font-family: Montserrat; font-size: 10px; font-weight: 600; color: #9b9b9b; letter-spacing: 2px; text-transform: uppercase; margin: 0 0 12px;\">STOCKS<\/p><p>&#8211;<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-28548398 e-con e-atomic-element e-flexbox-base e-28548398-b58b0fe \" data-id=\"28548398\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"28548398\" data-e-type=\"e-flexbox\" data-id=\"28548398\">\n    \t\t<div class=\"elementor-element elementor-element-2228019c elementor-invisible elementor-widget elementor-widget-image\" data-id=\"2228019c\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"850\" height=\"664\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-01-at-6.07.11-PM.png?wsr\" class=\"attachment-full size-full wp-image-93989\" alt=\"\" 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Top<\/a><\/p>\n\t\t\n<\/div>\n\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>TRADING IDEAS SECTOR PERFORMANCE &nbsp;|&nbsp; SINGAPORE &nbsp;|&nbsp; HONG KONG &nbsp;|&nbsp; UNITED STATES &nbsp;|&nbsp; TRADING DASHBOARD Sector Performance UNITED STATES HONG KONG ^ Back to Top Singapore RE-ITERATE BUY CSE SP CSE Global\u00a0 AI data-centre electrification, record backlog conversion, and strategic-review optionality ENTRY 0 TARGET 0 STOP LOSS 0 KEY INSIGHTS #1 AI data-centre power infrastructure [&hellip;]<\/p>\n","protected":false},"author":17,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-93979","post","type-post","status-publish","format-standard","hentry","category-kgi-daily-trading-ideas"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.1.1 - aioseo.com -->\n\t<meta name=\"description\" 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