Following our coverage on REITs with emerging value, we move on to 5 other REITs that are becoming appealing to investors owing to a turnaround in industry tailwinds.
Following the first two parts of our three-part series on Finding Alpha In MY, we continue the series with two investment themes that CIMB recommends: “Oversold Stocks” and “Riding On Wave Of Consumer Spending”.
The SGX S-REIT 20 Index fell to a year-to-date low in July this year as the Federal Reserve continued to on hiking interest rate. However, S-REITs have been gradually recovering. Here are five REITs that are still showing value in the market, according to the analysts.
Out of the universe of Singapore-listed companies that reported 2Q18 earnings, 29 percent bested UOBKH’s expectations. This is almost double of last quarter’s 15 percent, which makes 2Q18 one of the highest level of beats since 4Q16. In this article, we dive into the sector analysis of some of the top performing and underperforming sectors in 2Q18.
Following part one of this series, we continue to highlight another investment theme that CIMB recommends: Stocks With Defensive Earnings Quality.
July 2018 was the first month-on-month gain for KLCI since the start of 2018. In this three-part series, we highlight six investment themes recommended by CIMB for investors keeping an exposure in the Malaysian market.
While the STI managed to close higher at the end of July, DBS foresees a gloomier outlook ahead in August and September. The focus of the market has now turned to corporate earnings in a period where trade war concerns continue to escalate despite prospects of US and China returning to restart trade negotiations.
With a rising interest rate environment, the case for buying stocks is becoming less compelling. Despite a rising interest rate environment, MBKE thinks that there is still a small set of stocks that are worth buying and holding - growth stocks.
We continue the series with two other investment themes that CIMB recommends for investors to find small-cap gems in Malaysia.
Small cap stocks in Malaysia have been underperforming the broader market since the start of 2018. Compared to the KLCI’s four percent increase year-to-date, the FBM Small Cap Index (FBMSC) has underperformed by returning -9 percent so far. Poor corporate earnings over the last few quarters, sell-down in small caps due to foreign equity outflows and expensive valuation were reasons cited by CIMB for the underperformance.