{"id":85177,"date":"2026-02-06T10:25:28","date_gmt":"2026-02-06T02:25:28","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=85177"},"modified":"2026-02-06T10:25:29","modified_gmt":"2026-02-06T02:25:29","slug":"our-top-picks-today-stocks-6-february-2026","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/researchstg\/our-top-picks-today-stocks-6-february-2026\/","title":{"rendered":"Our Top Picks Today: Stocks | 6 February 2026"},"content":{"rendered":"\n<p class=\"has-background wp-block-paragraph\" style=\"background-color:#c6d9f1\"><strong><a href=\"#sp\">Sector Performance<\/a> | <a href=\"#sg\">Singapore<\/a> | <a href=\"#hk\">Hong Kong<\/a> | <a href=\"#us\">United States<\/a> | <a href=\"#td\">Trading Dashboard<\/a><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\" id=\"sp\"><img fetchpriority=\"high\" decoding=\"async\" width=\"972\" height=\"207\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/01\/image-285.png\" alt=\"\" class=\"wp-image-84274\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/01\/image-285.png 972w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/01\/image-285-300x64.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/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 is-resized\"><img decoding=\"async\" width=\"487\" height=\"275\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-110.png\" alt=\"\" class=\"wp-image-85213\" style=\"aspect-ratio:1.7710535288100921;width:837px;height:auto\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-110.png 487w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-110-300x169.png 300w\" sizes=\"(max-width: 487px) 100vw, 487px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"487\" height=\"150\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-111.png\" alt=\"\" class=\"wp-image-85214\" style=\"aspect-ratio:3.247239008126693;width:837px;height:auto\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-111.png 487w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-111-300x92.png 300w\" sizes=\"(max-width: 487px) 100vw, 487px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"487\" height=\"125\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-112.png\" alt=\"\" class=\"wp-image-85215\" style=\"aspect-ratio:3.8968492123030756;width:840px;height:auto\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-112.png 487w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-112-300x77.png 300w\" sizes=\"(max-width: 487px) 100vw, 487px\" \/><\/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\/researchstg\/wp-content\/uploads\/2026\/01\/image-286.png\" alt=\"\" class=\"wp-image-84275\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/01\/image-286.png 650w, https:\/\/www.kgieworld.sg\/researchstg\/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=\"1016\" height=\"409\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-97.png\" alt=\"\" class=\"wp-image-85181\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-97.png 1016w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-97-300x121.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-97-768x309.png 768w\" sizes=\"(max-width: 1016px) 100vw, 1016px\" \/><\/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\/researchstg\/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\/researchstg\/wp-content\/uploads\/2026\/01\/image-288.png 644w, https:\/\/www.kgieworld.sg\/researchstg\/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\/researchstg\/wp-content\/uploads\/2026\/01\/image-289.png\" alt=\"\" class=\"wp-image-84278\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/01\/image-289.png 976w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/01\/image-289-300x64.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/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-50dcbb19739796f6fae814eca3cc19e2 wp-block-paragraph\"><strong><strong>BUY<\/strong><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" style=\"font-size:25px\">Thai Beverage Public Co. Ltd. (THBEV SP)<\/h3>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"238\" height=\"238\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-99.png\" alt=\"\" class=\"wp-image-85183\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-99.png 238w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-99-150x150.png 150w\" sizes=\"(max-width: 238px) 100vw, 238px\" \/><\/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-b0ec8bf780a7fdfc09c54d578f68f865 wp-block-paragraph\"><strong><strong><strong>RE-ITERATE BUY<\/strong><\/strong><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" style=\"font-size:25px\">Addvalue Technologies (ADDV SP)<\/h3>\n\n\n\n<div style=\"height:67px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"482\" height=\"134\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/01\/image-521.png\" alt=\"\" class=\"wp-image-84926\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/01\/image-521.png 482w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/01\/image-521-300x83.png 300w\" sizes=\"(max-width: 482px) 100vw, 482px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Entry: 0.45<br>Target: 0.55<br>Stop Loss: 0.40<\/strong><\/td><\/tr><tr><td><strong><strong><strong>Spirits ballast, beer margin rebuild, and tourism tailwind into 2026<\/strong><\/strong><\/strong><\/td><\/tr><tr><td><strong>Key Insights<\/strong>\u00a0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u201cBack to the bar\u201d \u2014 tourism and on-premise recovery support volume and mix.<\/strong> Thailand\u2019s Ministry of Finance keeps its 2026 foreign-arrivals forecast at 35.5m, a constructive backdrop for on-premise consumption and premium mix through peak travel windows. Tourist volumes tie directly to beer and spirits sell-out in key urban and resort channels, providing a cyclical lift atop domestic demand..<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Dividend visibility and liability management de-risk the story. <\/strong>FY25 payout stayed steady at THB0.62 DPS with a higher full-year payout ratio 61.4%. The group refinanced with THB38B of debentures in Aug-2025 at 1.72\u20132.37% coupons and added long-tenor bank lines, smoothing maturities and lowering funding risk. Stable distributions plus cheaper debt support a rerate if operating momentum holds.<\/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: 0.068<br>Target: 0.100<br>Stop Loss: 0.060<\/strong>\u00a0<\/td><\/tr><tr><td><strong>IDRS lead, turnaround momentum, and contract pipeline support 2026 carry<\/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>Real-time LEO ops are moving from nice-to-have to must-have.<\/strong> Earth observation, asset monitoring and responsive space missions increasingly need continuous command, telemetry and payload data outside ground-station passes. Addvalue\u2019s IDRS is advertised as the only space-proven commercial option delivering always-on IP sessions over GEO L-band with session continuity across spot-beam handovers. As more smallsat operators prioritize latency and uptime, attach rates for relay terminals and airtime can rise, supporting recurring service revenue on top of hardware.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Installed base and airtime scale can compound. <\/strong>AGM disclosures indicate a growing on-orbit terminal base with additional units awaiting launch, which should translate into higher airtime adoption as fleets scale. The combination of new terminals shipped and rising in-service units expands recurring revenue and improves working-capital turns as the model shifts toward services.\u00a0<\/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\/researchstg\/wp-content\/uploads\/2026\/01\/image-292.png\" alt=\"\" class=\"wp-image-84281\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/01\/image-292.png 644w, https:\/\/www.kgieworld.sg\/researchstg\/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\/researchstg\/wp-content\/uploads\/2026\/01\/image-293.png\" alt=\"\" class=\"wp-image-84282\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/01\/image-293.png 957w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/01\/image-293-300x64.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/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-e01665ec53bd0283eb794eae69770e9e wp-block-paragraph\"><strong>BUY<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" style=\"font-size:25px\">Galaxy Entertainment Group (27 HK)<\/h3>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"238\" height=\"238\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-101.png\" alt=\"\" class=\"wp-image-85185\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-101.png 238w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-101-150x150.png 150w\" sizes=\"(max-width: 238px) 100vw, 238px\" \/><\/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\">CITIC Securities Co Ltd (6030 HK)<\/h3>\n\n\n\n<div style=\"height:89px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"431\" height=\"124\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-13.png\" alt=\"\" class=\"wp-image-84988\" style=\"aspect-ratio:3.476078431372549;width:337px;height:auto\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-13.png 431w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-13-300x86.png 300w\" sizes=\"(max-width: 431px) 100vw, 431px\" \/><\/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: 40<\/strong><br><strong>Target: 48<\/strong><br><strong>Stop Loss: 36<\/strong><\/td><\/tr><tr><td><strong><strong>Premium mass leader into a Macau demand reacceleration<\/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>Lunar New Year set up looks better than the market is priced for. <\/strong>January 2026 Macau GGR printed MOP22.633B, up 24% YoY and up 8.35% MoM, an early signal that premium demand and visitation are holding up into peak seasonal periods. This matters because the stock tends to rerate on inflections in monthly GGR and premium mass momentum rather than on long dated forecasts.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Valuation rerate optionality, consensus upside remains meaningful.<\/strong> Street targets still imply material upside. Sell side consensus on major market data platforms shows an average target around HK$49.24 versus spot around HK$42.3, leaving a double digit rerate path if GGR stays firm and Galaxy Macau keeps premium mass share.\u00a0<\/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: 27.5<\/strong><br><strong>Target: 32.5<\/strong><br><strong>Stop Loss: 25.0<\/strong><\/td><\/tr><tr><td><strong><strong>China deal engine with policy tailwinds and fee leadership<\/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>Policy push and market plumbing support activity. <\/strong>The CSRC\u2019s 2026 work plan prioritises market stability, deeper long-term capital and wider two way opening including QFII optimisation and broader futures access. Recent fine tuning to curb leverage while keeping the rally durable indicates a preference for steady turnover and higher quality issuance rather than boom bust swings. That backdrop is constructive for a scaled franchise that earns across brokerage, underwriting and FICC.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Fee leadership with diversified engines.<\/strong> CITIC Securities ranked number one in APAC ex Japan investment banking fees in 2025, supported by bond and equity underwriting depth. Scale in asset management and market making augments earnings when primary markets pause and positions the group to capture any revival in IPOs and refinancings.\u00a0<\/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\/researchstg\/wp-content\/uploads\/2026\/01\/image-292.png\" alt=\"\" class=\"wp-image-84281\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/01\/image-292.png 644w, https:\/\/www.kgieworld.sg\/researchstg\/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\/researchstg\/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\/researchstg\/wp-content\/uploads\/2026\/01\/image-296.png 648w, https:\/\/www.kgieworld.sg\/researchstg\/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-50dcbb19739796f6fae814eca3cc19e2 wp-block-paragraph\"><strong><strong>BUY<\/strong><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" style=\"font-size:25px\">Fluence Energy Inc. (FLNC US)<\/h3>\n\n\n\n<div style=\"height:16px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"403\" height=\"104\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-102.png\" alt=\"\" class=\"wp-image-85186\" style=\"aspect-ratio:3.8754320060105183;width:351px;height:auto\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-102.png 403w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-102-300x77.png 300w\" sizes=\"(max-width: 403px) 100vw, 403px\" \/><\/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\">Lumentum Holdings Inc. (LITE US)<\/h3>\n\n\n\n<div style=\"height:11px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"408\" height=\"84\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/01\/image-523.png\" alt=\"\" class=\"wp-image-84928\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/01\/image-523.png 408w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/01\/image-523-300x62.png 300w\" sizes=\"(max-width: 408px) 100vw, 408px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Entry: 26<\/strong><br><strong>Target: 30<\/strong><br><strong>Stop Loss: 24<\/strong><\/td><\/tr><tr><td><strong><strong><strong><strong><strong>High density operating system of the global energy transition<\/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>More than just a battery vendor. <\/strong>Beyond hardware, Fluence utilizes AI-driven platforms like Mosaic and Nispera to enable high-margin energy arbitrage and the sub-second grid stability required by power-hungry AI data centres. This software-first strategy positions the company as an indispensable gatekeeper of energy infrastructure, driving long-term recurring revenue and a valuation premium.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Dominating with the Gridstack Pro. <\/strong>Fluence is effectively leveraging a \u201cMade in America\u201d strategy to capture the burgeoning U.S. utility and AI data center markets.It\u2019s Gridstack Pro dominates the U.S. market by pairing a 30% energy density advantage with a domestic supply chain that qualifies for IRA tax credits. The 1,200 MWh Pioneer project in Arizona serves as a flagship proof-of-concept for this cost-effective, high-density solution to solve critical land-constraint issues for data centres and utilities while mitigating the geopolitical risks of international supply chains.<\/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: 450 (buy stop)<\/strong><br><strong>Target: 500<\/strong><br><strong>Stop Loss: 425<\/strong><\/td><\/tr><tr><td><strong><strong><strong>Leveraging the AI interconnect bottleneck<\/strong><\/strong><\/strong><br><\/td><\/tr><tr><td><strong>Key Insights<\/strong>\u00a0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Optics bottleneck and hyperscale network buildouts to drive demand growth. <\/strong>With JLL forecasting nearly 100 GW of new data-centre capacity from 2026-2030 and a 14% CAGR for the global data-centre sector through 2030, optics are becoming the next infrastructure constraint after compute, particularly in AI scale-up and inference workloads. Meta\u2019s multi-year US$6bn fibre deal with Corning reinforces the trend toward massive fibre and transceiver deployment, positioning Lumentum\u2019s high-speed 1.6T transceivers, EML lasers, and optical switching technology for both volume growth and upward pricing as hyperscalers race to interconnect tens of thousands of AI nodes with high-bandwidth optics.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Strong execution and next-generation optics inflect revenue and margin. <\/strong>Lumentum\u2019s first quarter revenue growth of 58% YoY and more than 1,500bps non-GAAP margin expansion, highlight early success in data-centre optics, with guidance indicating more than 20% sequential revenue growth ahead of broader ramps of optical circuit switches and co-packaged optics. As data-centre capacity grows, its broad optical portfolio will enable Lumentum to capture both near-term demand and long-term growth tied to the global AI infrastructure supercycle.<\/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\/researchstg\/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\/researchstg\/wp-content\/uploads\/2026\/01\/image-301.png 650w, https:\/\/www.kgieworld.sg\/researchstg\/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\/researchstg\/wp-content\/uploads\/2026\/01\/image-299.png\" alt=\"\" class=\"wp-image-84288\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/01\/image-299.png 966w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/01\/image-299-300x63.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/01\/image-299-768x162.png 768w\" sizes=\"(max-width: 966px) 100vw, 966px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update:\u00a0 <\/strong>Add Ums Integration Ltd (UMSH SP) at S$1.30, China Nuclear Energy Technology Corp Ltd (611 HK) at HK$0.45 and Asmpt Ltd (522 HK) at HK$100. Take profit on Sheng Siong Group Ltd (SSG SP) at S$2.90. Add Lumentum Holdings Inc (LITE US) at US$450. Cut loss on International Business Machines Corp (IBM US) at US$285 and Ionq Inc (IONQ US) at US$36.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1016\" height=\"873\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-104.png\" alt=\"\" class=\"wp-image-85188\" srcset=\"https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-104.png 1016w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-104-300x258.png 300w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2026\/02\/image-104-768x660.png 768w\" sizes=\"(max-width: 1016px) 100vw, 1016px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u00a0<\/p>\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\/researchstg\/wp-content\/uploads\/2025\/06\/1-1.png ,https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2025\/06\/1-1.png 780w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2025\/06\/1-1.png 360w\" sizes=\"auto, (max-width: 480px) 150px\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/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\/researchstg\/wp-content\/uploads\/2025\/06\/2.png ,https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2025\/06\/2.png 780w, https:\/\/www.kgieworld.sg\/researchstg\/wp-content\/uploads\/2025\/06\/2.png 360w\" sizes=\"auto, (max-width: 480px) 150px\" src=\"https:\/\/www.kgieworld.sg\/researchstg\/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 Thai Beverage Public Co. Ltd. (THBEV SP) RE-ITERATE BUY Addvalue Technologies (ADDV SP) Entry: 0.45Target: 0.55Stop Loss: 0.40 Spirits ballast, beer margin rebuild, and tourism tailwind into 2026 Key Insights\u00a0 Entry: 0.068Target: 0.100Stop [&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":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-85177","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\/researchstg\/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 Thai Beverage Public Co. Ltd. (THBEV SP) RE-ITERATE BUY Addvalue Technologies (ADDV SP) Entry: 0.45Target: 0.55Stop Loss: 0.40 Spirits ballast, beer margin rebuild, and tourism tailwind into 2026 Key Insights\u00a0 Entry: 0.068Target: 0.100Stop&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/posts\/85177","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/comments?post=85177"}],"version-history":[{"count":2,"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/posts\/85177\/revisions"}],"predecessor-version":[{"id":85216,"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/posts\/85177\/revisions\/85216"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/media?parent=85177"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/categories?post=85177"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/researchstg\/wp-json\/wp\/v2\/tags?post=85177"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}