https://www.youtube.com/watch?v=fpXuR1TKJRQ

Soilbuild X Beansprout podcast video has been posted on their YouTube Channel.

iX Biopharma announces major US regulatory development for Wafermine; US govt opens emergency use pathway

Beng Kuang Marine (BKM SP/BUY/TP S$0.75) By Shaina, UOBKH
S$7.4m FPSO Contract Win In Angola
Secures S$7.4m FPSO contract in Angola. BKM’s wholly-owned subsidiary, Asian Sealand Offshore and Marine (ASOM), secured a S$7.4m purchase order for works on an FPSO vessel in the Angola offshore basin.
Project scheduled for completion by end-26. The scope includes the supply and mobilisation of offshore personnel for tank works, covering supervision, rigging, scaffolding, fitting, welding, tank repairs and rope access. Completion is targeted by 31 Dec 26.
Repeat customer supports recurring demand. This marks a repeat engagement from an existing customer and BKM’s third project award in the Angola offshore basin in FY26, highlighting continued demand for ASOM’s offshore services.
Positive contribution to FY26 earnings. Management remains focused on converting its secured orderbook into revenue and cash. The latest award is expected to contribute positively to BKM’s FY26 revenue and earnings, although it is not expected to materially impact NTA per share.
Link: https://links.sgx.com/FileOpen/BKM_FPSO_260907_Final.ashx?App=Announcement&FileID=903604

KGI on Lincotrade: We maintain our OUTPERFORM and raise our 12-month target price to S$0.511 from S$0.366. Our target price is based on a DCF valuation using an 11.29% WACC and 2.0% terminal growth rate. The increase reflects the stronger-than-expected FY26 results, higher earnings forecasts and improved revenue visibility following the S$70.0mn contract award.

Kin Global’s Co-Founders Increase Collective Shareholding Through Additional Open-Market Purchases

• Following their open-market purchases between 19 June 2026 and 21 August 2026, the Co-Founders acquired an additional 726,000 shares between 25 August and 4 September 2026 for approximately S$135,160 at a volume-weighted average price (“VWAP”) of S$0.186 per share.

• Reflecting their confidence in the Group’s fundamentals and growth ambitions within the broader events tourism industry, the additional share purchases increased the Co-Founders’ personal economic exposure to Kin Global as they lead the execution of the Group’s post-listing growth strategy.

• The purchases follow the delivery of the inaugural PPA Asia 500 tournament in Singapore and the recent award of a multi-year contract through an open tender for sports-related activities.

iX Biopharma Ltd - Gaining altitude with significant approvals: https://www.poems.com.sg/stock-research/IXB.SG/

OCBC: iX Biopharma – Post-peak consolidation sets up a
re-entry ahead of 4Q 2026 EUA (Technical Buy)

The Edge Singapore | iX Biopharma’s US$41 mil lifeline a mere droplet in the gushing US military industrial complex
https://www.theedgesingapore.com/views/frankly-speaking/ix-biopharmas-us41-mil-lifeline-mere-droplet-gushing-us-military-industrial

Just out on the news:
https://www.reuters.com/world/asia-pacific/indonesian-coal-miner-bayan-resources-declares-force-majeure-coal-supply-2026-09-14/

Skylink Dividends Announcement for FY2026:
- SGD 0.0055 per share
- Close at 5.00 p.m. on 24 September 2026
- The Final Dividend will be paid on 2 October 2026.

Lincotrade: Proposed Acquisition of Opto-Pharm with significant assets property 11 and 13 Tuas Avenue 12

- The total purchase consideration for Opto-Pharm is S$14.3 million

- Acquisition at an Attractive Valuation: The Consideration represents a discount of approximately 7.52% to the Net Tangible Assets (“NTA”) of the Target Group as at 30 June 2026, principally due to the current under-utilisation of the 11 Tuas Avenue Property.

- Creation of Recurring Income Streams: Subject to obtaining the necessary regulatory approvals, the Group intends to develop ancillary workers’ dormitory facilities within the Properties. The Board believes that this will provide the Group with a stable and recurring rental income stream. Given the continued shortage of quality workers’ dormitory accommodation in Singapore, particularly within established industrial estates, the Board expects such facilities to enjoy sustained demand while also
supporting the accommodation needs of the Group’s workforce.

- Unlocking Value of Under-Utilised Assets: The Proposed Acquisition provides the Group with the opportunity to unlock the development potential of the Properties through redevelopment, refurbishment and more efficient utilisation of the available land, thereby enhancing the long-term value of the assets

- Expansion of the Group’s Operational Capacity: The Proposed Acquisition provides the Group with additional industrial facilities and land adjacent to its existing operations, thereby enabling the Group to consolidate and expand its manufacturing, warehousing, logistics and ancillary support functions. The close proximity of the Properties to the Company’s existing factory at 5 Tuas Avenue 12, Singapore 639025 is expected to enhance operational efficiency, improve workflow integration, reduce transportation costs and provide capacity for future business growth.

https://links.sgx.com/FileOpen/Proposed%20Acquisition%20of%20Opto-Pharm%20Pte%20Ltd.ashx?App=Announcement&FileID=904312

Shirley Wong (New Partner of 8PR) https://www.linkedin.com/posts/shirleywongx_im-very-happy-to-share-that-ive-joined-activity-7505860636808224768-iAn-