Yangzijiang Shipbuilding Holdings and Keppel have successfully reversed their net institutional outflows from the first half of 2026 (1H26) with significant net inflows in the third quarter (Q3 2026). Yangzijiang Shipbuilding recorded a net institutional inflow of S$219m in Q3 2026, turning around a net outflow of S$40m in 1H26, resulting in a year-to-date net inflow of S$180m by 22 September. The company’s August results presentation highlighted a record revenue of RMB17.5b, a 36.2% increase from the previous year, and a net profit rise of 28.4% to RMB5.4b.
Keppel also reported a net institutional inflow of S$159m in Q3 2026, reversing a 1H26 outflow of S$36m, leading to a year-to-date net inflow of S$123m. Keppel’s Investor Day presentation in August revealed S$106 billion of funds under management as of July 2026, with a 1H26 net profit of S$530m and an annualised return on equity of 15%.
Thai Beverage managed to reverse over 90% of its 1H26 net institutional outflow, narrowing the outflow to S$2m by 22 September. The company reported a 7.2% growth in EBITDA to Baht 48.3b, despite a slight revenue decline.
In the small and mid-cap sector, nine stocks reversed their 1H26 outflows into inflows in Q3 2026, with real estate companies like City Developments and Centurion leading the charge. Hiap Hoe, Elite UK REIT, and Keppel DC REIT also showed notable improvements in both net institutional flows and average daily turnover.
