Re: Singapore - Market Direction 11 (Nov 14 - Dec 17)
Posted:
Thu Aug 17, 2017 7:34 pmby winston
Broker's take: Morgan Stanley warns of 2 potential fragilities for Singapore's stock marketby 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
Re: Singapore - Market Direction 11 (Nov 14 - Dec 17)
Posted:
Tue Oct 03, 2017 11:53 amby winston
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
Re: Singapore - Market Direction 11 (Nov 14 - Dec 17)
Posted:
Fri Nov 10, 2017 11:12 amby behappyalways
Another Singapore Chili Crab Restaurant Is Going Public
https://www.bloomberg.com/news/articles ... ock-market
Re: Singapore - Market Direction 11 (Nov 14 - Dec 17)
Posted:
Fri Nov 10, 2017 4:50 pmby behappyalways
Singapore’s Stocks Haven’t Lured This Much Cash in a Decade
https://www.bloomberg.com/news/articles ... n-a-decade
Re: Singapore - Market Direction 11 (Nov 14 - Dec 17)
Posted:
Mon Nov 27, 2017 2:16 pmby winston
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
Re: Singapore - Market Direction 11 (Nov 14 - Dec 17)
Posted:
Wed Dec 13, 2017 9:47 amby winston
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
Re: Singapore - Market Direction 11 (Nov 14 - Dec 17)
Posted:
Fri Dec 22, 2017 10:17 pmby behappyalways
Re: Singapore - Market Direction 11 (Nov 14 - Dec 18)
Posted:
Mon Feb 12, 2018 8:32 amby winston
Chart of the day: Singapore stocks under pressureby 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
Re: Singapore - Market Direction 11 (Nov 14 - Dec 18)
Posted:
Thu Mar 22, 2018 5:19 pmby behappyalways
Singapore’s Bourse Is Expanding Its Stock Research Unit
https://www.bloomberg.com/news/articles ... earch-unit