In our previous article, we highlighted the ‘Yay’ and ‘Nay’ sectors that investors should invest in or avoid in the Singapore market. In this article, we will look at the four alpha picks that CIMB Research recommends going into 2H17.
Following the sector outlook by CIMB Research and our previous article on four gems, we zero in on four small caps that CIMB Research recommends as potential value plays that could give investors decent returns in the rest of 2017.
Based on its market outlook for 2H17, CIMB Research sieved through the universe of small cap stocks in the Singapore market to search for hidden gems in the small cap space. Among the small caps, CIMB Research uncovered four small cap gems that investors could add to their portfolio.
Having suffered from two consecutive years of lower earnings, there are increasingly positive signs that earnings cuts for Singapore companies are over soon. As we head into 2H17, CIMB Research foresees the possibility of the beginning of an earnings upgrade trend.
In order to help you make better investment decisions, we have summarised a list of five things you need to know about the market as an investor.
Following our previous article on the ways that investors can buy into the technology sector, we zoom in to three interesting technology stocks among the many that DBS Research highlighted.
According to DBS Research, the technology sector boom is not about to stop. Moving forward, further strength from the semiconductor, smartphone and Internet of Things (IoT) markets could fuel growth and sentiments in the sector.
After every company reported their Q1 results, DBS Research relooked at its recommendations to highlight the companies that could provide investors with alpha. Here are three small/mid-caps that DBS Research recommends from its universe of coverage.
1Q17 results season was a disappointing one for most companies as companies saw a resumption of the downward earnings revision trend. In particular, the Oil & Gas (O&G), commodities, consumer goods and services sectors suffered earnings cuts.
The property sector in Singapore looks set to be recovering. Private primary sales (ex-EC) momentum has been improving over the past four months. As at 16 May 2017, there have already been 1,555 units sold, representing a 107 percent year-on-year increase. Year to date sales rose to 4,517 units, which is the best start to the year since 2013.