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 part one of the series where we outlined the outlook of industrial REITs and the types of industrial REITs that MBKE recommends, we narrow down to three industrial REITs you should consider adding to your portfolio for some REIT exposure.
Within the REIT sector, MBKE sees growth potential among industrial REITs, compared to retail and office REITs. MBKE believes that industrial REITs are buoyed by demand and supply factors, a shift towards a supportive macro trend and inorganic growth opportunities.
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.
In this article, we will be looking across the causeway to present the opportunities available for investors as growth remains strong in the country’s aviation industry.
MBKE recommends is a bottom-up strategy with a focus on companies with a strong business model in sectors that are driven by secular growth. MBKE highlights that stocks with (1) low earnings cyclicality, (2) cash flow stability and low balance sheet risk within a preference framework of secular growth drivers and (3) business models with demonstrated track record will provide potential upside for investors in a year of uncertainty.
Amidst the festive cheers, investors have to be prepared for a tough 2017, warns Maybank Kim Eng (MBKE). Against the backdrop of tepid global growth, near-term fundamental growth challenges to key financial services, property and energy-related sectors, Singapore’s forecasted growth for 2017 has been reduced to a range of merely one to three percent.
As we approach the end of the year, it is again the time to review our portfolio performance and plan for investments in the next six months to one year for 2017.
The recent default of Swiber as it fails to meet the payment of its bonds is a wakeup call for the local market. To make the matter worse, the non-oil domestic exports (NODX) in Singapore fell too. What does all of these mean for Singapore banks?
3Q15 was not the best quarter for local banks—the 3Q15 results released this month featured slowing loan growth, minor expansion in lending spreads, weak capital market-related fees and rising credit costs....