The Singapore market lately has been quite a downward ride.

But don't sweat it—the second half of 2026 continues to offer attractive stock picks.

KGI Research’s top five stock picks promise a mix of solid earnings visibility, structural growth tailwinds, and attractive risk-reward setups.

Top 5 Stock Picks for 2H26

Company

Target Price (S$)

Q&M Dental Group

0.65

OKP Holdings

1.31

CSE Global

1.79

Ever Glory United

1.28

PC Partner Group

2.54

 

The 5 are:

1. Q&M Dental Group – A defensive healthcare play that has re-fueled for regional expansion.

Back in July 2025, they locked down a cool S$130 million MTN issuance, giving them the massive war chest to scoop up clinics across Australia, Thailand, Singapore, and China.

In fact, they signed a major MOU in March 2026 to grab an Australian dental platform with over 40 clinics for AUD144.5 million.

Even better, their core dental revenue jumped 12.5% year-over-year to S$190.8 million.

KGI notes that their "Singapore clinics strengthened in 2H25 and remain the defensive earnings anchor," proving they can chase international growth while keeping things steady at home.

2. OKP Holdings – Helping to Build the Future of Singapore

OKP overview


For an infrastructure upcycle play, look at OKP Holdings. This civil engineering company currently boasts the largest orderbook in its entire history, sitting at a staggering S$760.7 million as of May 2026.

That "represents ~3.4x FY25 revenue and provides contracted revenue coverage through 2031".

They are heavily riding the wave of Singapore’s mega public-sector projects, snagging huge contracts like an S$87.3 million deal for the Jurong Region Line and a S$165.3 million contract for pedestrian bridges.

With a cash-rich balance sheet of S$155.9 million, OKP offers downside protection with a juicy target price suggesting around 64% upside.

3. CSE Global – Powering the AI and Data Center Boom

CSE Global, an engineering services company, smashed records with an FY25 order intake of over S$1 billion, leaving them with a S$709.5 million order book heading into FY26 and FY27.

They are literally building the physical infrastructure for the AI and data center boom.

From U.S. electrification projects to LNG-related wins, their services are in demand.

Plus, they’ve scored a highly strategic commercial arrangement with Amazon that promises long-term growth.

Look out for their profit margins to bounce back above 10% later this year as past one-off charges finally fade away.


4. Ever Glory United – The M&A Success Story

Ever Glory top2

Ever Glory transformed its financial profile after acquiring Guthrie Engineering in July 2025.

That single move skyrocketed their FY25 net profit by 85% to S$16.6 million and blew up their revenue by 43%.

They now wield a massive S$732.8 million order book tied to huge hospital redevelopments, the Marina Bay Sands expansion, and major rail infrastructure projects.

Best of all, their recent "Mainboard transfer and 300% DPS increase signal improved investor access and confidence," notes KGI. 

And a 1-for-4 bonus issue means the stock is now way more liquid and accessible to everyday investors.

5. PC Partner Group

Cashing in on the Premium GPU Craze

PC Partner Group, a tech firm positioned for the global graphics card obsession, has been ditching cheap, low-end models and focusing entirely on premium GPUs.


Year

Dividend
(HK$)

Payout
ratio

2025

0.850*

66.9%

2024

0.350

51.5%

2023

0.300

187.5%

2022

1.050

58.0%

2021

2.450

39.9%

*5 SG cent final dividend + 5 SG cent special dividend
Interim dividend: 25 HK cents.

As a result, they drove a 38.4% revenue jump in FY25.

In fact, the ultra-premium RTX5090 alone raked in HK$1.69 billion (16% of their own-brand VGA revenue) despite its hefty US$1,999 launch price tag.

Management is already forecasting double-digit revenue growth for FY26, and the next consumer GPU refresh cycle hitting in late 2027.

 

There you have it—five uniquely positioned stocks ready to tackle whatever the rest of 2026 throws our way. 


→ See also: Insights from the RHB Top 20 Singapore Small Cap Jewels 2026 report

 

 

 





 

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