ThaiBev looks interesting given attractive valuations; muted expectations and investors underweight position in this stock vis-à-vis other stocks
read moreDear all, Amid the buoyant market activities, one stock comes to my mind. UOB Kayhian (UOBKH) seems to be an obvious beneficiary of a buoyant equity and capital market. UOBKH…
read moreTiong Woon and Zixin exhibit bullish chart setups!
read moreFour stocks, namely Capitaland Investment (CLI), NTT DC Reit, OKP and Riverstone caught my attention last month. In the interest of time, I will just outline some noteworthy points on…
read moreWhile screening through the SGX universe, Comfort Delgro is among the rare companies which has all buy recommendations from the analysts.
This article is a brief version of what I have sent out to my clients on 1 Aug and 4 Aug.
Comfort Delgro closed $1.52 on 4 Aug. Day range $1.50 -1.54.
read moreDear all Since President Trump announced tariffs on 4 Apr 4 am (Singapore time), markets have been in a tailspin. Even the once unassailable S&P500 dropped 21.3% from 6,147 on…
read moreDear all It has been an extremely hectic couple of months. Markets have been extremely buoyant and I have been swarmed with trades, meetings and trips. If only, I have…
read moreDear all Singapore Post Limited (SingPost) is one of CGSI’s three value picks with re-rating potential in their Singapore Strategy report dated 8 May 2024. I have the privilege of…
read moreDear all Since Mr Lawrence Wong took over as Prime Minister on 15 May, rumours are rife that an election is imminent, perhaps as early as Sep 2024. ISOTeam comes…
read moreDear all The past few weeks have been extremely busy from MSCI index rebalancing (where there are lots of opportunities to capitalise on); to 1-1 meetings and a site visit…
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