Group of various electronic components: microprocessors, logical digital microchips, transistors, capacitors, resistors, LEDs etc. isolated on white background

SI Research: Is Memtech International A Bargain Stock?

The share price of Singapore-based electronics components manufacturer Memtech International (Memtech) fell roughly 44.5 percent from its peak of $1.91, which it touched in mid-March last year. Its share price has been battered in 2018 as investors were cautious about the impact of the ongoing US-China trade war as Memtech has all of its three manufacturing sites located in China.

SI Research: Should You Bet On Genting Singapore?

Casino operators used to enjoy record levels of revenue until the Chinese government under the reign of Xi Jinping decided to crackdown on money laundering activities and capital outflows from China. This was a huge blow to casino operators in the Asia as most of the VIP visitors are from China. Since then, the premium gaming industry has been riding on a downtrend for the past couple of years and Genting Singapore was no exception.

Markets Up On Trade Deadline Extension

Citing ‘substantial progress’ in its negotiations with China in Washington, U.S. President Donald Trump extends the March 1 tariff deadline, postponing for increase in tariffs to 25 percent from 10 percent on US$200 billion worth of Chinese imports. Trump has expressed hopes of further progress and a meeting with Chinese President Xi Jinping at Mar-a-Largo.
Fu Yu

SI Research: Fu Yu Corporation – A Good Company In A Tough Market?

The Singapore Purchasing Managers’ Index (PMI) for January 2019 dipped a further 0.4 points from the previous month to 50.7 amid a general downturn across the Asia region. This was its lowest reading since December 2016 and its fifth consecutive month of decline. Amidst this backdrop, Fu Yu Corporation (Fu Yu) has recently been receiving rather positive recommendations from the street. Why then is Fu Yu still the sole buy pick over a manufacturing slowdown?

SI Research: 3 Reasons To Like About Frasers Centrepoint Trust

The global economic outlook for 2019 is not looking too great with US growth constrained by ebbing fiscal stimulus and higher interest rates while China is facing the twin pressure of US tariffs and economic rebalancing. With the increasing uncertainty and volatility continuing to rattle financial markets, investors would be better off sticking to a more defensive investment option.
Silverlake Axis

SI Research: Silverlake Axis – A Turnaround In Sight?

At the time of writing, Silverlake Axis (SAL)’s share price is down 31 percent from its peak of $0.58 and changing hands at $0.40 which is just a hair’s breadth away from its 52-week low of $0.39. Despite a challenging 2018, especially on the technology and property related fronts, SAL delivered another strong quarter in the latest earnings release. We shall take a closer look to find out if the company could sustain its performances in the coming quarters.

Dramatic Rebound After Disastrous Christmas

Despite the persistent worries about a slowing global economy and a trade spat between Washington and Beijing, the US Federal Reserve concluded its final policy meeting of 2018 by raising the key interest rate and signalling to two more interest rate hikes in 2019, dashing investors’ hopes for a more dovish outlook.

SI Research: Too Much Pessimism On Valuetronics?

Integrated electronic manufacturing services (EMS) provider Valuetronics Holdings’ (Valuetronics) share price fell roughly 37.2 percent from its peak of $1.09, which it touched in late-March this year. Its share price has been battered in recent months as investors are cautious about the impact of the on-going US-China trade war.