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SGinvestors.io
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Strategy  - 
 
#SingaporeStrategy - Alpha Picks
UOB Kay Hian 2017-01-10: Switching Large-cap Picks.

After the solid performance of StarHub since its inclusion in our list, we remove #StarHub and add in #DBS.
No change in our conviction mid-cap picks – #ChinaAviationOil (CAO), #DutyFreeInternational (DFI) and #KeppelTT (KPTT).

#AnalystReport #SGinvestors #TopPicks
Singapore Strategy - UOB Kay Hian 2017-01-10: Alpha Picks ~ Switching Large-cap Picks. Our alpha picks did well in December, generally outperforming the FSSTI (except DFI). After the solid performance of StarHub since its inclusion in our list, we remove StarHub and add in DBS. No change in our conviction mid-cap picks – China Aviation Oil (CAO), Duty Free International (DFI) and Keppel T&T (KPTT).
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SGinvestors.io
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Strategy  - 
 
#SmallMidCaps 2017 Top Picks -
RHB Invest 2017-01-03: Key Lies In Niche Stock-Picking.

Due to weak macroeconomic conditions, we believe that the main strategy for 2017 would still be niche stock-picking from the bottom up in this space. Our Top Picks for 2017 are #FuYu, #SingaporeMedicalGroup, #GlobalInvacom and #SpackmanEntertainment.
We remain OVERWEIGHT on this sector.

#AnalystReport #SGinvestors
Small-Mid Caps 2017 Top Picks - RHB Invest 2017-01-03: Key Lies In Niche Stock-Picking. Since the implosion of Blumont and other related penny stocks back in Oct 2013, sentiment on the small-cap landscape has yet to fully re...
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SGinvestors.io
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Strategy  - 
 
#SingaporeStrategy -
DBS Research 2016-12-14: Back On Growth Track.

#AnalystReport #SGinvestors
Singapore Strategy - DBS Research 2016-12-14: Back On Growth Track. Watch for 10 domestic and external drivers. Bottoming signals and prospects of earnings recovery in an inexpensive market. 4 themes to ride the volatility. ...
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SGinvestors.io
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Strategy  - 
 
#Singapore #MarketStrategy -
CIMB Research 2016-12-05: Rocky Is The New Status Quo.

#AnalystReport #SGinvestors
Singapore Strategy - CIMB Research 2016-12-05: Rocky is the new status quo. The path to a new status quo is likely to be a rocky one, given the expected Fed rate hike, Brexit, Trump presidency, multiple elections in Europe a...
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SGinvestors.io
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Strategy  - 
 
#Singapore #MarketStrategy -
DBS Research 2016-12-15: 2017 Outlook ~ #InvestmentThemes

#AnalystReport #SGinvestors
Singapore Strategy - DBS Research 2016-12-15: 2017 Outlook ~ Themes for investment. We pick a) proxies to growth and earnings turnaround (Genting, Ezion, OCBC, MM2), b) companies with sustainable dividend yield and cash f...
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SGinvestors.io
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Strategy  - 
 
#REITs -
UOB Kay Hian 2016-12-09: A Sense Of Deja Vu.

We view any share price weakness on #RateHike concerns as an opportunity to accumulate at attractive levels, even as we reduce our target prices by about 5% to factor in weaker growth ahead.

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#AscendasREIT #CapitalandCommercialTrust #FrasersLogisticsIndustrialTrust
REITs - UOB Kay Hian 2016-12-09: A Sense Of Deja Vu. We view any share price weakness on rate hike concerns as an opportunity to accumulate at attractive levels, even as we reduce our target prices by about 5% to factor in w...
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SGinvestors.io
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Strategy  - 
 
Alpha Picks -
UOB Kay Hian 2016-12-05: Month Of Change But No Change To Alpha Picks.

#AnalystReport #SGinvestors
Alpha Picks - UOB Kay Hian 2016-12-05: Month Of Change But No Change To Alpha Picks. November saw Trump’s election win but no changes to our Alpha Picks. We believe China Aviation Oil will benefit from the US$ strength while...
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SGinvestors.io
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Strategy  - 
 
#Singapore #StockPicks 2017 -
OCBC Investment 2016-11-28: A diversified portfolio with core earnings and decent sustainable dividends (Part 1).

#AnalystReport #SGinvestors
Stock Picks 2017 - OCBC Investment 2016-11-28: A diversified portfolio with core earnings and decent sustainable dividends (Part 1). ASCENDAS REAL ESTATE INV TRUST (A17U.SI), CAPITALAND LIMITED (C31.SI), FRASERS CENTREPOIN...
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SGinvestors.io
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Monthly Strategy -
DBS Research 2016-11-28: Ending a Volatile Year Calmly.

#AnalystReport #SGinvestors #SingaporeStock
Monthly Strategy - DBS Research 2016-11-28: Ending a Volatile Year Calmly. Key events – OPEC meeting this week and mid-Dec FOMC meeting. STI to end 2016 at around 2850; December trading range 2800 to 2900. Buy-on-pullback be...
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SGinvestors.io
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Strategy  - 
 
#SmallCaps -
CIMB Research 2016-11-17: 3Q16 Still a muted quarter.

#AnalystReport #SGinvestors
Small caps - CIMB Research 2016-11-17: 3Q16 Still a muted quarter. 3Q16 reporting season saw three stocks beating our expectations, while 13 stocks were in line. Three stocks reported lower-than-expected quarterly earnings. ...
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SGinvestors.io
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Strategy  - 
 
#Singapore #TopPicks for 2017 -
RHB Invest 2017-01-03: Look For Quality Amidst A Lacklustre Outlook.

Despite Singapore’s lacklustre macroeconomic outlook, our covering analysts believe that the country offers some strong investment ideas. We classify the identified stocks under following four categories:
Stocks that offer quality and sustainable growth in earnings;
Stocks that may do well in 2017 subject to certain key criteria being met;
Bottom up stock selection in the Singapore #REITs space;
Quality names in the #smallcap space that can deliver strong earnings growth.

#AnalystReport #SGinvestors #SingaporeStocks
Singapore Top Picks for 2017 - RHB Invest 2017-01-03: Look For Quality Amidst A Lacklustre Outlook. Despite Singapore’s lacklustre macroeconomic outlook, our covering analysts believe that the country offers some strong inve...
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SGinvestors.io
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Strategy  - 
 
#SingaporeStrategy -
UOB Kay Hian 2017-01-03: Positioning In A Growth-challenged Year.

Investment themes that could drive outperformance include:
New Economy beneficiaries - #KeppelTT, #SingPost, #Venture.
scalable companies - Keppel T&T, #RafflesMedical.
earnings visibility and yield - #FLT, #SingTel and Venture.
stock-specific catalysts - #DutyFreeInternational.

#AnalystReport #SGinvestors #Outlook2017
Singapore Strategy - UOB Kay Hian 2017-01-03: Positioning In A Growth-challenged Year. Investment themes that could drive outperformance include: New Economy beneficiaries - Keppel T&T, SingPost, Venture. scalable companies...
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SGinvestors.io
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Strategy  - 
 
#SingaporeStrategy -
DBS Research 2016-12-14: 2017 Outlook ~ Top 10 #StockPicks.

#AnalystReport #SGinvestors
Singapore Strategy - DBS Research 2016-12-14: 2017 Outlook ~ Top 10 Stock Picks. Top 10 picks: Global Logistics Properties, City Developments, OCBC, ST Engineering, Genting Singapore, ComfortDelgro, Thai Beverage, Venture Co...
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SGinvestors.io
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Strategy  - 
Singapore Strategy - CIMB Research 2016-12-05: Alpha Picks For 2017. Our big-cap Alpha picks are: Dairy Farm, First Resources, ST Engineering, UOL and Venture Corp. Our small-cap top picks are: Auric Pacific, Best World, CE...
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SGinvestors.io
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Strategy  - 
 
#Singapore Market Monitor -
Maybank Kim Eng 2016-12-13: Slow Grind or Slow Burn.

#AnalystReport #SGinvestors
Singapore Market Monitor - Maybank Kim Eng 2016-12-13: Slow Grind or Slow Burn. The outlook is mediocre to poor for all four factors we deem important for market performance. Economic growth is sluggish, index valuations unc...
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SGinvestors.io
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Strategy  - 
 
#SingaporeREITs -
OCBC Investment 2016-12-07: Fortune Favours The Brave (Part A) Key Themes in 2016 and What to Expect in 2017.

#AnalystReport #SGinvestors
Singapore REITs - OCBC Investment 2016-12-07: Fortune Favours The Brave (Part A) Key Themes in 2016 and What to Expect in 2017. 2016 has been a tumultuous and unpredictable year for financial markets, and the REITs sector ha...
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SGinvestors.io
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Strategy  - 
 
#Singapore #StockPicks 2017 -
OCBC Investment 2016-11-28: A diversified portfolio with core earnings and decent sustainable dividends (Part 2).

#AnalystReport #SGinvestors
Stock Picks 2017 - OCBC Investment 2016-11-28: A diversified portfolio with core earnings and decent sustainable dividends (Part 2). KEPPEL DC REIT (AJBU.SI), OUE LIMITED (LJ3.SI), RAFFLES MEDICAL GROUP LTD (BSL.SI), SHEN...
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SGinvestors.io
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Strategy  - 
 
#Singapore Market 2016 -
OCBC Investment 2016-11-28: A lackluster year...

#AnalystReport #SGinvestors
SG Market 2016 - OCBC Investment 2016-11-28: A lackluster year... Investors were on the sidelines... Since 2013, the average daily traded value has averaged just slightly above S$1b on the local exchange and together with ...
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SGinvestors.io
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Strategy  - 
 
Strategy #Singapore -
2016-11-21: Positioning In A Growth-challenged Year.

#AnalystReport #SGInvestors #2017StockPicks
Strategy Singapore - 2016-11-21: Positioning In A Growth-challenged Year. We are hopeful that corporate earnings would recover in 2017, but cognisant of growth headwinds. Our 2017 year-end FSSTI target is 3,000 and we would...
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SGinvestors.io
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Strategy  - 
 
Singapore Strategy -
CIMB Research 2016-11-17: Belt tightening.

#AnalystReport #SGinvestors
Singapore Strategy - CIMB Research 2016-11-17: Belt tightening. Cost-cutting was the dominant factor that caused most of the earnings outperformance in 3Q16. Qoq beat/miss ratio improved to 0.7x from 0.29x in 2Q16. SIA and S...
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