Core Insights - The Straits Times Index (STI) is a dynamic representation of Singapore's top 30 companies, reviewed quarterly to ensure competitiveness [1] - Recent changes to the STI include the replacement of Jardine Cycle & Carriage with Keppel DC REIT in June 2025 and Frasers Centrepoint Trust taking over Emperador in March 2024 [2] Reserve List Companies - Five companies are currently on the reserve list for potential inclusion in the STI, all of which offer dividends, appealing to income-seeking investors [2] - The latest additions to the reserve list include Olam Group and YangZijiang Financial, replacing CapitaLand Ascott Trust and ComfortDelGro Corporation [3] Keppel REIT - Keppel REIT has a portfolio valued at S$9.4 billion, with property income rising 9.1% YoY to S$136.5 million in 1H2025 [4] - Despite a 2.9% drop in distribution per unit (DPU) to S$0.0272, it offers a 5.5% dividend yield at a price of S$1.00 [5] - The REIT maintains a healthy occupancy rate of 95.9% and has seen a rental reversion of 12.3% [5][6] NetLink NBN Trust - NetLink NBN Trust operates Singapore's passive fibre network, generating 84% of its revenue from regulated services [7] - In Q1FY2026, revenue grew 1.9% YoY to S$102.8 million, but profit after tax declined 9.2% to S$23.3 million due to higher operating expenses [8] - The trust declared a distribution of S$0.0536 per unit for FY2025, translating to a 5.6% yield at a unit price of S$0.96 [9] Suntec REIT - Suntec REIT manages a S$12.2 billion portfolio and reported gross revenue of S$234.5 million, up 3.3% YoY in 1H2025 [10] - DPU increased by 3.7% to S$0.03155, resulting in a 4.8% dividend yield [10] - The REIT's Singapore office occupancy is at 99.0%, with plans for asset enhancements in the second half of 2025 [11] YangZiJiang Financial - YangZiJiang Financial operates in fund and investment management, reporting total income of S$123.6 million, down 23% YoY in 1H2025 [12] - Profit attributable to equity holders rose 28% to S$137.7 million, despite a decline in interest income [13] - The company is reallocating its portfolio towards Southeast Asian ventures and has a proposed spin-off of its maritime business [14][15] Olam Group - Olam Group's revenue from continuing operations surged 49.8% YoY to S$15.3 billion in 1H2025, driven by the Olam Food Ingredients segment [16] - Profit attributable to owners increased 574% to S$323.8 million, marking a significant turnaround [17] - The company declared an interim dividend of S$0.02 per share, providing a 5.1% yield at a share price of S$0.99 [18]
Top 5 Future Blue-Chip Stocks Paying a Dividend for 2025
The Smart Investor·2025-10-14 23:30