New Year, New Market Highs? 5 Stocks Positioned to Grow in 2026

Group 1: Market Overview - The current market is experiencing all-time highs, driven by declining rates and themes like digitalisation and green energy, suggesting continued growth potential [1] - Emphasis on the importance of selecting quality businesses to capture growth while mitigating risks when market conditions change [1] Group 2: Company Highlights - Sheng Siong Group Limited: A recession-resilient grocery store chain in Singapore, projected to grow revenue from S$1.4 billion in 2021 to S$1.6 billion in 2025, with a CAGR of 2.4% [2] - Net income is expected to grow from S$138.7 million to S$149.5 million during the same period, with a CAGR of 1.5% [3] - Keppel Limited: A diversified conglomerate benefiting from digitalisation, infrastructure, and renewable energy, with a projected net profit of S$1.1 billion for FY2025, a 39% increase [5] - Recurring income for Keppel is expected to rise 21% YoY to S$941 million, supported by asset management and operations [5] - Seatrium Limited: Emerging from a bear market, revenue is projected to rise 24.3% to S$11.5 billion for FY2025, driven by strong project execution [6] - Net profit is expected to more than double to S$323.6 million, with a gross margin increase to 7.4% [7] - Singapore Exchange Limited: Positioned to benefit from government initiatives to enhance market liquidity, with an average free cash flow of S$487.8 million over the last nine years [8] - Annual dividend per share is projected to grow from S$0.32 in FY2021 to S$0.375 in FY2025, reflecting a CAGR of 4.0% [9] - China Sunsine Chemical Holdings Limited: Notable for its strong balance sheet with RMB 2.3 billion in cash and zero debt, allowing flexibility in capital allocation [10] - The company has maintained a consistent annual dividend since 2007, showcasing disciplined capital management [11] Group 3: Investment Insights - The five highlighted companies represent strong opportunities for appreciation through earnings growth and sound balance sheet management [12] - Focus on underlying fundamentals is crucial for positioning investments for future growth [12]