Singapore - Market Direction 11 (Nov 14 - Dec 19)

Re: Singapore - Market Direction 11 (Nov 14 - Dec 17)

Postby winston » Thu Aug 17, 2017 7:34 pm

Broker's take: Morgan Stanley warns of 2 potential fragilities for Singapore's stock market

by ANGELA TAN

Two positive pillars have weakened: US inflation expectations and our global trade indicator,'' it said.


Source: Business Times

http://www.businesstimes.com.sg/stocks/ ... =EREC-16-4[BT_Newsletter_Debrief]-20170817-[Broker%27s+take%3A+Morgan+Stanley+warns+of+2+potential+fragilities+for+Singapore%27s+stock+market]&xts=538380
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Re: Singapore - Market Direction 11 (Nov 14 - Dec 17)

Postby winston » Fri Aug 18, 2017 8:11 am

17 hot stock picks following 2q gains

Source: The Edge

https://www.theedgesingapore.com/17-hot ... 3-87358173
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Re: Singapore - Market Direction 11 (Nov 14 - Dec 17)

Postby winston » Tue Oct 03, 2017 11:53 am

Singapore Strategy

Playing the two-track stock market

Our new FSSTI target (now 3,285 for mid-2018 vs 3,115 for end-2017 previously) implies limited upside to the overall market

Banks, developers, tech and restructuring plays are bright spots;

Telecoms, land transport, supermarkets and power are weak spots

We upgrade developers to Overweight and downgrade consumer services to Underweight;

We remain Overweight the banks

Source: Daiwa
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Re: Singapore - Market Direction 11 (Nov 14 - Dec 17)

Postby behappyalways » Fri Nov 10, 2017 11:12 am

Another Singapore Chili Crab Restaurant Is Going Public
https://www.bloomberg.com/news/articles ... ock-market
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Re: Singapore - Market Direction 11 (Nov 14 - Dec 17)

Postby behappyalways » Fri Nov 10, 2017 4:50 pm

Singapore’s Stocks Haven’t Lured This Much Cash in a Decade
https://www.bloomberg.com/news/articles ... n-a-decade
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Re: Singapore - Market Direction 11 (Nov 14 - Dec 17)

Postby winston » Mon Nov 27, 2017 2:16 pm

Five themes for investment in 2018.

Our top picks are centred around five themes –
a) Growth stocks at reasonable pricing, spiced with near-term catalyst or topped with dividend yield,
b) Recovery in oil and gas,
c) Beneficiaries of higher interest rates,
d) Tech sector – more legs to the rally, and
e) Rotation into mid-cycle economic cycle proxies.

Source: DBS

https://researchwise.dbsvresearch.com/R ... cefgkfdhjg
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Re: Singapore - Market Direction 11 (Nov 14 - Dec 17)

Postby winston » Wed Dec 13, 2017 9:47 am

For Singapore stocks, our picks are CapitaLand, City Developments, DBS, Frasers Centrepoint Trust, Frasers Logistics & Industrial Trust, Keppel Corp, Mapletree Greater China Commercial Trust, Sembcorp Industries, SingTel, UOL, Venture Corp, Wheelock Properties and Wing Tai.

Source: OCBC
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Re: Singapore - Market Direction 11 (Nov 14 - Dec 17)

Postby behappyalways » Fri Dec 22, 2017 10:17 pm

What's dragging SGX's lacklustre equities business?
http://sbr.com.sg/markets-investing/in- ... s-business
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Re: Singapore - Market Direction 11 (Nov 14 - Dec 18)

Postby winston » Mon Feb 12, 2018 8:32 am

Chart of the day: Singapore stocks under pressure

by Nicole Elliott

All of a sudden, stock markets in many countries got a case of the jitters, having seen a sharp sell-off over the past two weeks in what is a classic correction (a drop of roughly 10 per cent).

Analysts tell us it is not warranted as global economic fundamentals this year are sound. That may be the case, but certainly sentiment has changed and perhaps investors are realising that some assets are just too expensive.

This might be the case for the Straits Times Index of the top 30 companies in Singapore. The mean regression since the summer of 2009 and a 1.6 per cent (Fibonacci number) standard deviation around this point are plotted, with the upper line having capped neatly in three previous occasions.

Source: SCMP

http://www.scmp.com/business/markets/ar ... r-pressure
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Re: Singapore - Market Direction 11 (Nov 14 - Dec 18)

Postby behappyalways » Thu Mar 22, 2018 5:19 pm

Singapore’s Bourse Is Expanding Its Stock Research Unit
https://www.bloomberg.com/news/articles ... earch-unit
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