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$UMS(558.SG)UMS Integration continues to benefit from long-term AI and semiconductor equipment demand, but recent weakness across global chip stocks has weighed on sentiment. With the stock trading near a key support zone, investors will be watching for signs of stabilization as the market digests semiconductor earnings.

📊 A sustained move above S$2.60 could signal renewed bullish momentum and pave the way toward S$2.80–2.90. However, if semiconductor selling persists, expect the stock to consolidate around current levels before the next move.

UMS offers a compelling combination of AI exposure, solid earnings potential, and lower volatility than many semiconductor peers. For long-term investors, the current pullback could present an attractive accumulation opportunity while keeping an eye on the broader chip

$SingTel(Z74.SG)Singtel continues to outperform many SGX stocks despite ongoing volatility in global technology and semiconductor sectors. The stock is holding firmly above its key support, showing that investors are still accumulating quality defensive names.

With stable earnings, attractive dividends and continued growth in digital infrastructure and regional associates, Singtel remains one of the stronger blue chip plays on the SGX.

If the broader market stays supportive, Singtel could continue its gradual climb toward new highs.

Buyers Still Defending Key Support - Defensive qualities, consistent dividends and institutional interest make it a stock worth watching for further gains

$Daiwa Hse Log Tr(DHLU.SG)Daiwa House Logistics Trust continues to trade around S$0.485, holding near support despite recent market volatility. While the share price has been relatively quiet, it remains attractive for income investors with a dividend yield close to 9% at current prices.

As interest rate expectations ease and investors continue searching for stable dividend income, logistics REITs like DHLU could attract renewed attention. A sustained move above S$0.50 would strengthen the technical outlook.

💡DHLU offers a combination of defensive cash flow, attractive yield, and long-term stability. For dividend-focused investors, patience could be rewarded as the interest-rate environment becomes more supportive

$SoFi Tech(SOFI.US)SoFi Technologies is trading around US$18.25, remaining under pressure after a recent rally as investors lock in profits ahead of its Q2 earnings on July 29. Despite the short-term weakness, the broader uptrend remains intact as softer CPI/PPI data eases concerns over aggressive Fed tightening.

The upcoming earnings report will be the next major catalyst, with investors watching member growth, deposit growth, loan originations, financial services revenue and management’s full-year guidance. The launch of SoFi’s new Social 50 Income ETF also strengthens its long-term fintech ecosystem, although its near-term financial impact is expected to be modest.

📈 Cautiously Bullish – Near term volatility is likely before earnings, but improving inflation data and continued business growth support a positive medium-term outlook

$Keppel(BN4.SG) is trading at S$11.44, down 1.29%, as investors take profits ahead of tonight’s U.S. CPI data and major U.S. bank earnings. The weakness is largely driven by broader market caution rather than company-specific news.Despite today’s decline, the stock remains well above its recent support levels, suggesting the longer-term uptrend is still intact. Higher oil prices could continue to support Keppel’s energy and offshore businesses, although rising bond yields may keep near term sentiment cautious.

📊 A decisive break above resistance could reignite bullish momentum toward S$11.90, while holding above support would indicate this is simply a healthy consolidation.

Keppel continues to benefit from its diversified exposure to infrastructure, energy transition, asset management, and data centres, providing a solid long-term growth story.

📈 Cautiously Bullish – Short term volatility is expected, but as long as S$11.00 holds, the medium term outlook remains constructive.

$Grab(GRAB.US)Grab continues to build a constructive base after its recent rally, with buyers defending key support levels as the stock consolidates near recent highs. The price action suggests that selling pressure has eased, allowing the stock to prepare for its next potential breakout.

Technically, Grab remains in an overall bullish trend with higher lows still intact. As long as the stock holds above its immediate support, momentum remains favourable. A decisive move above the recent resistance could trigger another leg higher as investors rotate back into Southeast Asia’s leading super app.Fundamentally, Grab continues to benefit from improving profitability, steady growth in Mobility and Deliveries, and expanding contributions from its Digital Financial Services business. Ongoing share buybacks and a disciplined focus on earnings continue to strengthen investor confidence

$Keppel(BN4.SG)Keppel remains firmly in a bullish longer-term uptrend, extending its impressive rally to close the week at +5.42% after weeks of steady accumulation. The stock continues to be one of the strongest performers on the SGX supported by sustained buying momentum, improving investor sentiment, and strong institutional interest.

From a technical perspective, Keppel has maintained a healthy structure of higher highs and higher lows. While some short term profit-taking may emerge following the recent sharp advance, the overall trend remains constructive. As long as the stock holds above the key support level, buyers are likely to remain in control. A decisive breakout above could trigger another leg higher towards S$11.80–12.00.Fundamentally, Keppel continues to benefit from its diversified exposure to infrastructure, energy transition projects, data centres and asset management. These long term structural growth drivers, together with resilient earnings, continue to underpin positive sentiment and support the stock’s bullish outlook

$SingTel(Z74.SG)Singtel remains in a healthy consolidation phase. A decisive breakout above support level could pave the way for a move towards resistance over the coming weeks, while sustained support above would reinforce the medium term uptrend.

Attention now turns to Singtel’s August earnings, with investors looking for updates on Optus, NCS, and capital recycling initiatives.

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* Earnings announcement

* Dividend sustainability and capital management

* Growth in Optus and NCS

* Overall STI momentum as the index trades near record highs

💡 It continues to offer an attractive combination of stability, dividend income and medium-term growth potential. If the upcoming earnings reinforce confidence in its operating businesses and capital allocation strategy, the current consolidation could prove to be an accumulation phase rather than a sign of weakening momentum

$Daiwa Hse Log Tr(DHLU.SG)- Quiet Strength Emerging

DHLU edged higher to +1.04% extending its recent stabilization despite a mixed market.While investors continue to focus on banks and AI stocks, quality REITs are quietly attracting attention as expectations for lower interest rates improve sentiment.

DHLU continues to generate stable rental income. Its attractive distribution yield and improving outlook for S-REITs could support a gradual re-rating if interest rates ease further.

💡 Accumulate on weakness for income and long-term capital appreciation. A sustained break above S$0.490–0.500 could signal the start of a stronger recovery.

📈 Cautiously Bullish – Stable fundamentals, attractive yield and improving REIT sentiment make DHLU an appealing long term holding