Singapore’s office market showed resilience in Q1 2026 , with rents rising and occupancy tightening in prime CBD areas, despite ongoing geopolitical uncertainties. Prime CBD Rents Edge Higher Office rents in the Raffles Place / Marina Bay precinct increased 0.7% QoQ to S$11.57 psf/month , supported by strong demand for premium space. Occupancy surged to 97% , up 1.3 ppt QoQ and 2.0 ppt YoY Overall CBD occupancy remained healthy at 94.7% This reflects continued preference for high-quality Grade A office assets . Flight to Quality Drives Demand Leasing activity remains concentrated in newer and higher-grade buildings , driven by: Renewals and upgrades Corporate consolidation strategies Demand for modern, efficient workspaces This “flight to quality” trend is supporting rental resilience in prime districts . Decentralised Offices Face Pressure In contrast, fringe and decentralised office locations are...
TheEdge Markets has reported that global semiconductor sales fell 3% year-on-year in November last year, according to the US-based Semiconductor Industry Association (SIA).
SIA, representing U.S. leadership in semiconductor manufacturing, design, and research, yesterday announced worldwide sales of semiconductors reached $28.9 billion for the month of November 2015, 0.3 percent lower than the previous month’s total of $29.0 billion and 3.0 percent down from the November 2014 total of $29.8 billion. All monthly sales numbers are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average.
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| A drop in sales for global semiconductor sales, source: WSTS |
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| Source: http://www.design-reuse.com/news/38963/november-2015-semiconductor-sales.html |
Well, if you are looking at Bursa Malaysia, it is normal to look at the export stocks these days especially given how RM has dropped so much from just a year ago. The weakened Ringgit against the USD is of course a good news for these export counters but if you are expecting the semiconductor industries to do well, statistics suggest a slight drop.
So, what say you? Will the drop in sales be offset by the weakened Ringgit, making the semiconductor counters a good buy still?
According to the news report from The Edge Markets, SIA president and CEO John Neuffer said the global semiconductor sales in November were hurt by softening demand and lingering macroeconomic challenges. However, he said, “Despite these headwinds, the industry may narrowly surpass total annual sales from 2014 and is projected to post modest sales increases in 2016 and beyond."
To read the original news article by The Edge Markets, here is the link: http://www.theedgemarkets.com/my/article/global-semicon-sales-dipped-3-y-o-y-november-2015-says-sia
Even as I wrote this, I have a counter that is under the semiconductor industry: Inari Amertron Berhad.
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