SGX:ALP 8 January 2026

June 29, 2026, 9:55 PM EDT. UK economic policy is moving towards more state involvement across utilities, transport, energy, and housing, with government rolling out a ten-year push for devolution and infrastructure projects. Stocks in the mix are Morgan Advanced Materials (LSE:MGAM), Chemring Group (LSE:CHG), and a third undisclosed name. Morgan Advanced Materials, which is valued at £588.9m, supplies carbon and ceramic parts to the energy, transport, and semiconductor spaces-management is targeting growth with higher capital spending and efficiency steps. Chemring Group, now at £1.33 billion market cap, sells defence and security tech into multiple countries; the group could get a lift from higher defence outlays. Both firms are positioned to ride the wave of public investment, but face risks tied to delivery and volatility in their sectors as they look to build momentum.