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Unexpected Markets Rebound Despite Bad News

US escalated its trade war with China as President Trump announced on 17 September that he would go ahead with imposing 10 percent tariffs on about US$200 billion worth of Chinese imports that will take effect ...
SGX Research 1

Key Telcos Averaged 5% Total Return in Sept QTD

Singtel, NetLink NBN Trust, StarHub & M1 have all generated similar gains in the September quarter-to-date, averaging +5.5% total returns, which has trimmed their average year-to-date decline in total re...
SGX Research 1

SGX’s Tourism Stocks that Benefited from Increased Tourist Inflows

In 1Q 2018, China, India and Indonesia were Singapore’s top 3 visitor-generating markets, accounting for about 43% of total international visitor arrival. These 3 countries were also the top 3 generating markets in tourist spending. SGX lists multiple stocks with exposure to Singapore’s tourism industry and a market capitalisation of more than S$100M. The 10 largest stocks by market capitalisation averaged 3 year annualised return of 7.6% and total market cap of S$78.5 billion
twintower

5 MY Mid Caps With Improving Risk-To-Reward Ratio

In Malaysia, weak 2Q18 corporate earnings in various sectors have forced investors to seek shelter in the large-cap space. As such, large caps have been outperforming mid-cap plays in Malaysia in the month of August. However, with diminishing buying opportunities, UOBKH believes that mid-cap plays are starting to become attractive, especially those with possible event catalysts. According to UOBKH, there are five mid-cap plays with improving the risk-to-reward ratio that investors can set sights on.
babysick

Recalibrating Your Portfolio With A Bottom Up Strategy For 2H18

In the first part of this two-part series, we focused on RHB’s top 2H18 stock picks with a top down strategy. Apart from taking a top down approach of identifying key sectors that could outperform the broader market, RHB also assessed stocks on individual merits using a bottom up approach. In this article, we highlight two investment themes that derived from a bottom up strategy.
wilmar

Recalibrating Your Portfolio With A Top Down Strategy For 2H18

The consensus is becoming wary of weaker-than-expected GDP growth and slower EPS growth. RHB thinks that investors should readjust their portfolio to seek shelter in plays that will do well in a weaker economic environment. Using a top-down strategy, RHB identified two investment themes to help investors identify which stocks to look at.
axiata

4 MY Blue Chips To Buy On Weakness

The Kuala Lumpur Composite Index has mostly recovered from its year-to-date loss. Interestingly, KLCI has also outperformed all its ASEAN-5 peers year-to-date despite political uncertainty following Pakatan Harapan’s GE14 win. With the KLCI now trading at 17.1 times FY18 price-to-earnings (P/E), DBS advises investors to take caution and adopt a “Buy on Weakness” strategy given the external risks. Here are four Malaysian blue chips that DBS thinks investors should buy on price weakness.
Wilmar Int'L Cvr

SI Research: 4 Reasons Why Wilmar International Is Ripe For Picking

Palm oil is the most versatile edible vegetable oil on the earth. It is used as an ingredient in half of the products you could find in our supermarket. From edible biscuits to personal care or cosmetic products, you can bet that there are traces of palm oil extract. Notwithstanding its applications in consumer products, palm oil is also a renewable resource for biodiesel and biofuel and is a substitution for fossil fuels like crude oil.
SGX Research 2

Five Best-Performing S-REITs Average 9% Total Return in 3Q18-To-Date

Analysts have noted a revival in investor interest in REITs recently, despite the Fed lifting US rates by another 25 basis points in June. The flight to safety amidst rising risk-aversion has been driven by escalating US-China trade tensions, an emerging market currency crisis and increased volatility in global markets. In 29 June-7 Sept 2018 (3Q18-to-date), the five best-performing constituents of the SGX S-REIT Index were: Starhill Global REIT (+10.3%), Ascendas India Trust (+9.9%), Suntec REIT (+9.5%), Keppel REIT (+9.5%), and Capitaland Commercial Trust (+7.1%). These five trusts have averaged a total return of +9.3% in the QTD.
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