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

Re: Singapore - Market Direction 11 (Nov 14 - Dec 18)

Postby winston » Thu Apr 26, 2018 4:25 pm

Singapore Strategy

Stick with the cyclicals

Singapore’s vulnerability to trade wars notwithstanding, we think it is premature to turn defensive in portfolios

Raising end-2018 STI target slightly to 3,840 (from 3,780) and upgrading consumer services to Neutral (from Underweight)

We remain Overweight on the banks and property developers; Underweight on telecoms and S-REITs

Source: Daiwa
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Re: Singapore - Market Direction 11 (Nov 14 - Dec 18)

Postby winston » Wed Aug 08, 2018 9:35 am

SG Market: It pays to give dividends

In the current risk off environment, some investors have been gravitating towards higher dividend yielding blue chips.

At current valuation, the STI is trading at 13.4x FY18 and 12.4x FY19 earnings, with price-book of 1.1x and dividend yield of 3.9%.

For the current 2Q18 results season, several companies have declared higher dividends including Singapore Exchange, Keppel Corporation, Venture Corporation, DBS, UOB and OCBC.

From our coverage universe, we have identified stocks with sustainable and regular dividends payout in the past five years and with current dividend yield of >3%.

From this list, we have identified 10 BUY stocks and these are CapitaLand, DBS, Frasers Centrepoint Trust, Mapletree North Asia Commercial Trust, Singapore Telecommunications, NetLink NBN Trust, Singapore Exchange, Singapore Technologies Engineering, SATS, United Overseas Bank and Yangzijiang Shipbuilding Holdings Ltd.

Source: OCBC
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Re: Singapore - Market Direction 11 (Nov 14 - Dec 18)

Postby winston » Tue Sep 18, 2018 11:43 am

Over the next twelve months, our strategy is to sell into strength and build up a defensive portfolio.

Among names in this theme that we like are SingTel, ST Engineering, ComfortDelGro, Thai Beverage, REITS (Frasers Centrepoint Trust, Keppel DC REIT, Manulife US REIT, Mapletree Industrial Trust), Hospitals (Raffles Medical Group) and consumer staples (Sheng Siong).

Under the utilities sector, we have Sembcorp Industries and Netlink NBN Trust in our defensive portfolio.

Source: KGI
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Re: Singapore - Market Direction 11 (Nov 14 - Dec 18)

Postby behappyalways » Wed Oct 17, 2018 6:05 pm

Malaysia theme park operator seeks Singapore listing to fund Shandong attraction
https://www.theedgesingapore.com/malays ... attraction




Kevin Scully allowed to hold shares of former NRA Capital after MAS appeal
https://www.theedgesingapore.com/kevin- ... mas-appeal
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Re: Singapore - Market Direction 11 (Nov 14 - Dec 18)

Postby behappyalways » Tue Nov 13, 2018 4:57 pm

SGX RegCo proposes new delisting rules to protect minority interests
https://www.theedgesingapore.com/sgx-re ... -interests
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Re: Singapore - Market Direction 11 (Nov 14 - Dec 18)

Postby behappyalways » Sat Nov 17, 2018 5:54 pm

Securities settlement cycle shortened to T+2 from Dec 10
https://www.theedgesingapore.com/securi ... -t2-dec-10
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Re: Singapore - Market Direction 11 (Nov 14 - Dec 18)

Postby behappyalways » Thu Dec 13, 2018 5:46 pm

Top 25 tech stocks hit average returns of 5.7% in December
https://sbr.com.sg/information-technolo ... n-december
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Re: Singapore - Market Direction 11 (Nov 14 - Dec 18)

Postby behappyalways » Wed Dec 19, 2018 8:15 pm

9 undervalued stocks to watch in the MSCI Singapore Index: KGI
https://www.theedgesingapore.com/9-unde ... -index-kgi
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Re: Singapore - Market Direction 11 (Nov 14 - Dec 18)

Postby behappyalways » Sat Dec 22, 2018 7:02 pm

Singapore IPO proceeds plunge to $730m in 2018
https://sbr.com.sg/markets-investing/in ... 0m-in-2018
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Re: Singapore - Market Direction 11 (Nov 14 - Dec 19)

Postby behappyalways » Sat Jan 12, 2019 6:36 pm

Coastal Oil's liquidation unlikely to impact local banks, trigger O&G contagion: CGS-CIMB
https://www.theedgesingapore.com/coasta ... tagion-rhb
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