We zoom in on two stocks recommended by UOB Kay Hian Research that received downgrades recently because of certain short- to mid-term risks ahead but still looks attractive.
In the previous article, we highlighted three stocks that DBS Research recommends as alpha picks for 2H17. In this article, we look at three more stocks that are poised to give investors alpha returns in 2H17.
We zoom in to the first three stocks that DBS Research accentuates as their preferred alpha picks for 2H17 under the “Betting On Alpha” investment theme.
As much as we hate to admit it, technology conglomerates are one of the fastest growing companies. Despite concerns about a tech bubble possibly forming, we can't discount the very fact technology is an essential part of our lives.
DBS Research reminds bullish investors that it is a “choppy ride ahead” as growth may slow down with increased headwinds in the second half.
Back in 2000, just four percent of China’s urban population was considered middle class. By 2022, that figure will be a whopping 76 percent. That’s over 550 million middle-class people in China. And China’s growing middle-class plans on spending more money – a lot more.
Based on the highlights by industry experts during Maybank Kim Eng’s Invest ASEAN 2017 conference, keeping up with the changing times and margin protection from increased competition is the key theme in the market.
Following the closing of FY16 and related announcements, March has been a month of research and stock picking among investors as everyone makes a quarterly reassessment of our positions in the stock market and also screen for new opportunities in the market.
Earlier this week, the latest U.S. Consumer Confidence index figure was released, showing that consumers are the most confident they’ve been in 16 years. This might sound great but as they say, the higher you are the farther you fall.
4Q16 had been a relatively good quarter for property developers and consumer goods as these sectors beat market expectations. Sectors like banks and oil and gas (O&G) had a dismal quarter as they missed earnings expectations.