3 Temasek-Backed Blue-Chip Stocks to Watch in August

The Smart Investor

07/31

Three of Temasek’s largest listed holdings will report their earnings in August. DBS Group (SGX: D05) is expected to release its latest results within the first or second week of the month. ...

网页链接

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/hant/news/2655683354"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2655683354\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2655683354?lang=zh_TW&edition=fundamental","thumbnail":"https://thesmartinvestor.com.sg/wp-content/uploads/2026/03/DBS-Singapore-300x200.png","is_english":true,"pubTime":"2026-07-31 17:30","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2655683354","market":"sg","top_or_hot":-1,"title":"3 Temasek-Backed Blue-Chip Stocks to Watch in August","media":"The Smart Investor","content":"<div>\n<p>Three of Temasek’s largest listed holdings will report their earnings in August. \n\nDBS Group (SGX: D05) is expected to release its latest results within the first or second week of the month. \n\n...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/3-temasek-backed-blue-chip-stocks-to-watch-in-august/\">网页链接</a>\n\n</div>\n","source":"thesmartinvestor_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Temasek-Backed Blue-Chip Stocks to Watch in August</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Temasek-Backed Blue-Chip Stocks to Watch in August\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Smart Investor</strong><span class=\"h-time small\">2026-07-31 17:30</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Three of Temasek’s largest listed holdings will report their earnings in August. \n\nDBS Group (SGX: D05) is expected to release its latest results within the first or second week of the month. \n\n...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/3-temasek-backed-blue-chip-stocks-to-watch-in-august/\">网页链接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://thesmartinvestor.com.sg/3-temasek-backed-blue-chip-stocks-to-watch-in-august/\">The Smart Investor</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1282649067.USD","symbol_name":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","start_time":0,"source_url":"https://thesmartinvestor.com.sg/3-temasek-backed-blue-chip-stocks-to-watch-in-august/","article_id":"2655683354","we_media_id":null,"thumbnails":["https://thesmartinvestor.com.sg/wp-content/uploads/2026/03/DBS-Singapore-300x200.png"],"rights":{"source":"thesmartinvestor_highlight","url":"https://thesmartinvestor.com.sg/3-temasek-backed-blue-chip-stocks-to-watch-in-august/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2655683354","pubTimestamp":1785490200,"columns":[],"sourceInfo":{"source_id":"thesmartinvestor_highlight","name":"The Smart Investor"},"weMediaInfo":null,"summary":"DBS, Sembcorp Industries and ST Engineering report this August, with investors watching closely for earnings and dividend updates.","collect":0,"end_time":0,"defaultTopTitle":"thesmartinvestor.com.sg","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0648948544.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AM\" (HKD) INC","LU0441851309.USD":"JPM ASEAN EQUITY \"A\" ACC","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","SGXZ91733576.SGD":"FULLERTON SINGAPORE VALUE-UP \"I\" (SGD) ACC","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","IE00BYTNYN87.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5\" (SGD) ACC","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC","IE00BVYPNQ40.USD":"GUINNESS ASIAN EQUITY INCOME \"C\" (USD) ACC","LU0348783662.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USDHDG) INC","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1497733631.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD","BK4007":"制药","IE00BVYPNP33.GBP":"GUINNESS ASIAN EQUITY INCOME \"C\" (GBP) ACC","LU0675040207.SGD":"JPM ASIA PACIFIC EQUITY \"A\" (SGD) ACC","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","IE00B12V2V27.USD":"柏瑞亚洲小盘股A(除日本)","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU0441854154.USD":"JPM ASIA PACIFIC EQUITY \"A\" (USD) ACC","SG9999007991.SGD":"Schroder Asian Income A Dis SGD","SGXZ27511609.SGD":"NIKKO AM SINGAPORE DIVIDEND EQUITY \"SGD\" (SGD) ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","LU0326948709.USD":"SCHRODER ISF ASIAN TOTAL RETURN \"A\" (USD) ACC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","SG9999013478.USD":"利安新加坡股息基金","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK6500":"公用股","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","SGXZ16066938.SGD":"FULLERTON SINGAPORE VALUE-UP \"A\" (SGD) ACC","LU1522347837.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC A","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU0261945553.USD":"FIDELITY ASEAN \"A\" ACC","LU1282649141.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (HKD) INC","SGXZ70427877.SGD":"FULLERTON SINGAPORE VALUE-UP \"A\" (SGD) INC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU0205439572.USD":"富达亚太股息基金","LU0971096721.USD":"富达环球金融服务 A","SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","LU0348783233.USD":"安联东方收入型 CI A Dis美元","SG9999013353.USD":"SCHRODER ASIAN INCOME FUND\"A\" (USDHDG) INC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0011963245.USD":"abrdn SICAV I ASIA PACIFIC SUSTAINAB  LE EQUITY \"A\" (USD) ACC","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","S63.SI":"新科工程","BK6112":"综合性银行","LU0955623706.USD":"SCHRODER ISF ASIAN DIVIDEND MAX \"A\" (USD) ACC","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0955648018.USD":"SCHRODER ISF ASIAN DIVIDEND MAX \"A\" (USD) INC MF","IE00BYQNZ168.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5CP\" (SGD) ACC","LU0737861269.HKD":"FIDELITY ASEAN \"A \" (HKD) ACC","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","LU2238330802.EUR":"AZ EQUITY - ASEAN COUNTRIES \"AAZ\" (EUR) ACC","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU0188438112.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" ACC","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","IE0003895053.USD":"PINEBRIDGE ASIA DYNAMIC ASSET ALLOCATION \"AD\" USD  ACC","SG9999002950.SGD":"United Asian Growth Opportunities SGD","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","SG9999002620.SGD":"LionGlobal South East Asia SGD","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU0048597586.USD":"富达亚洲焦点A","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","BK6504":"工业制品概念","LU1504937902.USD":"CT (LUX) I ASIAN EQUITY INCOME \"DUP\" (EUR) INC","LU1634259391.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","BK6523":"ESG概念","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","SG9999001127.SGD":"United Singapore Growth Fund SGD","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","IE0031814969.USD":"FSSA ASEAN ALL CAP FUND \"I\" (USD) ACC","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","IE00BGHQDM52.EUR":"GUINNESS ASIAN EQUITY INCOME \"C\" (EUR) ACC","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","SG9999002406.SGD":"利安新加坡信托基金","SG9999009443.AUD":"SCHRODER ASIAN INCOME FUND \"A\"(AUDHDG) INC","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","SGXZ51708014.SGD":"AMOVA SINGAPORE EQUITY \"A\" (SGD) ACC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","LU1497734951.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD-H","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","LU0261947096.USD":"FIDELITY FUNDS  SUSTAINABLE ASIA EQUITY \"A\" (USD) ACC","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","SG9999001135.SGD":"United ASEAN Fund SGD","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","BK6516":"银行与投资服务概念","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0048573645.USD":"富达东盟基金","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","IE00BKZH1Z71.USD":"BNY MELLON ASIAN INCOME \"B\" (USD) ACC","LU0348744763.USD":"ALLIANZ ASIA PACIFIC INCOME \"A\" (USD) INC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","HK0000107257.USD":"BEA UNION INVESTMENT ASIA PACIFIC MULTI INCOME \"A\" (USD) INC A","BK6113":"复合型公用事业","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","U96.SI":"胜科工业","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","SG9999001846.SGD":"Schroder Asian Equity Yield A Dis SGD","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","SG9999014302.SGD":"RHB Singapore Income Fund SGD","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU3227948356.SGD":"JPMORGAN FUNDS SINGAPORE AND ASIA EQUITY INCOME \"A\" (SGD) INC","LU2293587155.HKD":"ALLIANZ ORIENTAL INCOME \"AT\" (HKD) ACC","LU1634259557.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD-H","BK6094":"航天航空与国防","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","SGXZ43160589.SGD":"UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU0886674414.USD":"CT (LUX) I ASIAN EQUITY INCOME \"AUP\" (USD) INC","SGXZ24219693.SGD":"UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) INC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0072462343.USD":"贝莱德亚洲巨龙基金","D05.SI":"星展集团控股","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU1130305938.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD-H","LU1497733557.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) INC A","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","SG9999001051.SGD":"United Asia Fund SGD","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU0192582467.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" (USD) INC MF","LU1839390173.USD":"JPM ASEAN EQUITY \"A\" (USD) INC","LU0251143029.SGD":"Fidelity ASEAN A-SGD"},"translate_title":"8 月份值得关注的 3 只淡马锡支持的蓝筹股","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"S63.SI":1.96,"D05.SI":1.96,"U96.SI":1.94},"content_text":"Three of Temasek’s largest listed holdings will report their earnings in August. \n\nDBS Group (SGX: D05) is expected to release its latest results within the first or second week of the month. \n\nSembcorp Industries (SGX: U96) and Singapore Technologies Engineering (SGX: S63) both report on 13 August 2026. \n\nEach release carries a different focus for income investors.\n\nTemasek’s stakes make these reports matter beyond the individual shareholder. \n\nAs at 31 March 2026, the global investment company owned 28% of DBS. \n\nThat holding was worth around S$45.3 billion against the bank’s market capitalisation of S$161.8 billion. \n\nTemasek held 51% of ST Engineering, worth roughly S$17.2 billion, and 50% of Sembcorp, worth about S$5.9 billion. \n\nCombined, that exposure runs to nearly S$68 billion. \n\nThe direction of these dividends feeds directly into Temasek’s income base.\n\nCan DBS keep growing income as rates fall?\nDBS enters its next report from a position of strength. \n\nIn 2026’s first quarter (1Q2026), the bank delivered a record total income of S$5.95 billion, up 1% year on year (YoY). \n\nOur country’s largest bank achieved this result despite rate headwinds and a stronger Singapore dollar. \n\nNet interest income eased 5% to S$3.49 billion as the net interest margin narrowed by 0.23 percentage points to 1.89%. \n\nThankfully, fee income offset the squeeze. \n\nNon-interest income rose 10% to S$2.45 billion, powered by record wealth management fees and record treasury customer sales. \n\nNet profit edged up 1% to S$2.93 billion. \n\nThe dividend told the clearer story. \n\nDBS declared S$0.81 per share for the quarter. \n\nThis comprised an ordinary dividend of S$0.66 and a separate Capital Return dividend of S$0.15. \n\nThat total sits 8% above the payout a year earlier. \n\nTwo questions follow into August. \n\nInvestors will be expecting the Capital Return dividend component to continue. \n\nThey will also watch whether wealth and fee momentum can keep filling the gap as interest margins compress further.\n\nWill ST Engineering’s growth reach the bottom line?\nST Engineering opened the year with broad-based expansion. \n\nGroup revenue climbed 11% YoY to S$3.3 billion in its 1Q2026 update. \n\nOn a rebased basis, stripping out the divested LeeBoy business, revenue grew 15%. \n\nUnder the hood, every segment grew. \n\nDefence & Public Security rose 13% on a rebased basis to S$1.4 billion, helped by strong international contract wins. \n\nCommercial Aerospace jumped 15% to S$1.3 billion, led by engine maintenance and nacelle deliveries. \n\nUrban Solutions & Satcom surged 18% to S$525 million, with Satcom growing more than 30%.\n\nThe group highlighted that its net profit growth outpaced rebased revenue growth. \n\nBut it did not disclose profit or cash flow figures in its first-quarter update. \n\nThe August report will offer the first full look at margins this year. \n\n\nStill, the group did disclose that its order book stood at S$34.5 billion at end-March. \n\nThe group won S$4.8 billion in new contracts during 1Q2026, with S$8 billion due for delivery over the rest of the year. \n\nOn dividends, ST Engineering paid S$0.23 per share for the prior full year. \n\nThat figure needs unpacking. \n\nThe total dividend comprised an ordinary dividend of S$0.18 and a special dividend of S$0.05. \n\nInvestors will be looking at margins and profits as a signal of whether the group will increase its dividends for the full year. \n\nIs Sembcorp’s dividend secure through the energy transition?\nSembcorp presents the most nuanced case. \n\nRevenue fell 10% YoY to S$5.8 billion in its last full-year result. \n\nThe decline came from lower electricity offtake, softer pool and gas prices in Singapore, reduced UK plant availability, and the absence of its divested waste business. \n\nHigher renewables contributions offset part of the drop. \n\nHeadline net profit dipped 3% to S$984 million. \n\nThe headline number hides a swing factor.\n\nExcluding exceptional items and foreign exchange movements on a deferred payment note, profit came to S$1 billion, roughly flat YoY.\n\nCash generation improved sharply. \n\nFree cash flow swung to positive S$208 million from negative S$196 million a year earlier as capital expenditure moderated. \n\nThat turnaround supports the group’s decision to lift its ordinary dividend by 9% to S$0.25. \n\nThe balance sheet still warrants attention. \n\nAt end-2025, Sembcorp held S$1.1 billion in cash against total borrowings of S$9 billion. \n\nThis business carries meaningful debt as it funds its renewables build-out. \n\nManagement expects gas margins to face pressure from recontracting in Singapore. \n\nNew renewables capacity will come online progressively through 2030. \n\nSembcorp completed its A$6.5 billion acquisition of Alinta Energy on 11 June 2026, adding an Australian platform that broadens its earnings base.\n\nThe completion also will bring roughly A$208 million of one-off costs, which the group expects to recognise as exceptional items. \n\nExpect a gap between headline and underlying profit in the coming result.\n\nGet Smart: Watch the Dividend Signal, Not Just the Headline\nEach August report answers a different question. \n\nDBS investors will watch whether its total income holds as margins compress. \n\nST Engineering holders will look for margin disclosure and any hints of its future dividends. \n\nSembcorp shareholders will weigh a growing ordinary payout against a leveraged balance sheet and an earnings base in transition. \n\nFor a portfolio as large as Temasek’s, the sum of those three answers will shape the income it draws from Singapore’s corporate champions in the year ahead.\n\nIf you’re planning to put S$100,000 into dividend stocks, the highest yield on the list isn’t always the safest one. Some of those numbers come from companies stretching to keep the payout going, right before they cut it. Our private webinar shows you how to tell the difference and build that S$100,000 into a portfolio built to last. Seats are limited. Reserve your seat here.\n\nImagine owning businesses that continued paying shareholders even when markets were falling. That’s the appeal of dividend investing done well. Our FREE report reveals 6 SGX companies that paid dividends every single year for two decades, through the Global Financial Crisis, COVID-19, and 2022’s rate shock. Start building the kind of income stream that could fund a more comfortable retirement. Get your free report here.\n\nFollow us on Facebook, Instagram and Telegram for the latest investing news and analyses!\n\nDisclosure: The Smart Investor owns shares of DBS Group.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}