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#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

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Alpha Picks -
#UOBKayHian 2016-11-07:
Staying The Course.

We stick to our alpha picks, which offer broad exposure to structural trends and improving CPO prices.
Laggards in our list that we favour include #KeppelTT (KPTT), #ChinaAviationOil (CAO) and #DutyFreeInternational (DFI).

#Starhub #BumitamaAgri

#AnalystReport #SGinvestors

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#SmallMidCap Monthly -
#DBSV Research 2016-10-10:
Eye$ on the money

Sticking with our safety first theme as we approach the US elections and with Brexit back in focus, we look at firms that are all cashed up.
Prompted by a recent call for Metro to return excess cash to shareholders, we screen for cash-rich #SMCs that offer value.
Top picks for Oct: #ChinaAviationOil, #Cityneon, #EzionHoldings, #KatrinaGroup and Singapore O&G #SOG.
SMC Radar: #SunMoon.

#AnalystReport #SGinvestors #ModelPortfolio
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