It’s always good to be prepared for investment opportunities.
Keeping cash handy and staying updated on the latest business developments can help you to decide on whether to pull the trigger.
Of course, falling share prices also help as lower valuations increase the margin of safety, all else being equal.
With economic forecasts for 2026 remaining mixed, the market could swing between optimism and caution.
You can position yourself to invest in strong, blue-chip businesses that can withstand any downturn that comes along.
Here are three that are ripe for the picking should the stock market suddenly crash tomorrow.
Keppel DC REIT (SGX: AJBU)
Keppel DC REIT is a data centre REIT that owns a portfolio of 25 data centres across 10 countries.
Assets under management (AUM) was S$6.3 billion as of 31 December 2025.
The REIT delivered strong performance for the full year of fiscal 2025 (FY2025).
Gross revenue grew 42.2% year-on-year (YoY) to S$441.4 million while net property income jumped 47.2% YoY to S$383.3 million.
Distribution per unit (DPU) rose 9.8% YoY to S$0.10381.
Operationally, the trust maintained a stable portfolio occupancy of 95.8% and a healthy weighted average lease expiry (WALE) of 6.7 years.
During the year, Keppel DC REIT also acquired Tokyo Data Centre 3 and additional stakes in Keppel DC Singapore 7 and Singapore 8, enhancing its portfolio stability and cash flows.
It has since completed the acquisition of the remaining interests in Keppel DC Singapore 3 and 4 – a transaction that closed in February 2026, bringing its ownership in both assets to 100%.
The REIT is continuously diversifying and optimising its portfolio to capture ongoing demand for cloud and AI-driven digital infrastructure.
DBS Group (SGX: D05)
As Singapore’s largest bank, DBS needs no introduction.
The lender has been firing on all cylinders, with total income hitting an all-time high of S$22.9 billion for FY2025.
Commercial book net fee income surged 18% YoY to a record of S$4.90 billion, reflecting continued momentum in wealth management and transaction-related activities.
While group net interest income edged up 1% for the full year to a record S$14.5 billion, it faced pressure in the final quarter due to lower interest rates, with the impact partly offset by effective hedging strategies and record deposit growth.
DBS also continued to reward shareholders.
For 4Q2025, the board declared a total dividend of S$0.81, made up of S$0.66 ordinary dividend and S$0.15 capital-return dividend.
This brought the total payout for FY2025 to S$3.06.
Looking ahead, management noted that the bank’s record profit before tax and 16% return on equity were a testament to the resilience of the franchise, and the bank remains well-positioned to navigate rate and tax headwinds.
CapitaLand Investment Limited (SGX: 9CI)
CapitaLand Investment Limited, or CLI, is a global real estate investment manager with S$125 billion of funds under management as of 31 December 2025.
For the full year of 2025 (FY2025), the group reported total revenue of S$2.13 billion, with its fee income-related business contributing a significant S$1.23 billion.
Due to deconsolidation of CapitaLand Ascott Trust (CLAS) and divested assets, its real estate investment business saw moderated contributions, though total revenue remained stable YoY after adjusting for these effects.
Nevertheless, CLI continued to grow its lodging management division, signing a record 19,000 additional units across 102 properties YoY, while enjoying a 3% YoY uplift in revenue per available unit (RevPAU).
The group’s emphasis on capital recycling, which saw S$3.1 billion in divestments during the year, will likely cushion any volatility in earnings and support more stable returns over time.
Get Smart: Be Ready When Opportunity Knocks
Market downturns often present the best opportunities.
Holding some cash and staying focused on strong businesses allows you to take advantage of short-term price drops when others panic.
Oil prices are rising. Markets are swinging. And headlines are getting louder by the day.
In times like this, many investors look for predictions. But in our experience, what matters more is having a framework.
In this upcoming webinar, Chin Hui Leong shares how we approach volatile markets through three layers: what to buy, when to deploy capital, and how to build conviction in the businesses we own.
Because uncertainty is not something to avoid. It is something to prepare for. Sign up for free here.
Some companies cut dividends in a downturn. These 5 didn’t.
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Disclosure: Charlyn T. owns shares in Keppel DC REIT. Royston Y. owns shares of DBS Group and Keppel DC REIT.
