Current Investment Rankings
Rankings are market-specific until the underlying research uses sufficiently comparable price dates, forecasts and scoring. Business quality, valuation and expected return remain separate judgments.
Food Empire
13%–17% base-case IRR, supported by organic growth and net cash.
Food Empire
4.5/5 quality score. Quality ranking is independent of the current entry price.
Sembcorp Industries
4.5/5 valuation score, with company-specific balance-sheet risk considered separately.
Singapore Growth & Income Ranking
As of 19 July 2026 · Three-to-five-year horizon · Dated prices, not live quotes
| Rank | Company | Price | Base IRR | Quality | Valuation | Portfolio role | View | Why this rank |
|---|---|---|---|---|---|---|---|---|
| 1 | Food Empire F03 | S$2.28 | 13%–17% | 4.5/5 | 4/5 | Growth compounder | Accumulate | Best combination of organic earnings growth, net cash and reinvestment runway; concentration risk prevents a higher conviction level. |
| 2 | Sembcorp Industries U96 | S$5.36 | 12%–16% | 4/5 | 4.5/5 | Value and growth | Accumulate | Lowest normalized earnings multiple and meaningful rerating potential, offset by Alinta integration and elevated leverage. |
| 3 | Singtel Z74 | S$4.44 | 10%–12% | 4.4/5 | 3.2/5 | Defensive core | Buy on weakness | Highest defensive quality and strong associates, but the current SOTP discount and yield offer less upside than the top two. |
| 4 | Stoneweg Europe Stapled Trust SET / SEB | €1.55 | 10%–14% | 3.6/5 | 4.2/5 | High-income satellite | Selective buy | Highest cash yield and a material NAV discount, but gearing and European office exposure require smaller sizing. |
| 5 | Alpha Integrated REIT M1GU | S$0.51 | 9%–12% | 3.4/5 | 3.8/5 | Recovery income | Await results | Credible DPU-recovery setup with internal management; concentration and distribution-policy uncertainty keep it below Stoneweg. |
| 6 | AIMS APAC REIT O5RU | S$1.66 | 6%–9% | 4/5 | 2.2/5 | Quality income | Watch below S$1.55 | Strong operating quality, but the premium to NAV and lower yield leave the weakest current expected return. |
Japan / JPX ranking
Existing Japan research from prior work will be migrated selectively after each thesis and valuation is refreshed.
Required before publication
- Refresh company filings and current earnings.
- Use a disclosed common price date.
- Recalculate valuation and expected return.
- Apply consistent quality, downside and thesis-clarity scores.
United States ranking
Existing US research will be imported only after current filings, valuation and portfolio relevance are rechecked.
Required before publication
- Refresh company filings and current earnings.
- Use a disclosed common price date.
- Recalculate valuation and expected return.
- Apply consistent quality, downside and thesis-clarity scores.
How a market ranking is determined
- Expected shareholder return at the dated entry price.
- Business quality and durability of the earnings engine.
- Valuation using the metric appropriate to the business.
- Balance-sheet risk and plausible downside.
- Portfolio role, concentration and currency exposure.
When a global ranking becomes valid
A cross-market ranking should be published only after SGX, JPX and US research has comparable freshness and portfolio assumptions. Until then, the site avoids presenting a false global league table.
Ranking versus comparison
Rankings provide a current capital-allocation order within a defined universe. Comparisons are deeper decision studies explaining why one company is preferred to another under specific assumptions.
Open the comparison library →