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A place for the Singapore investment community to share information and updates
China traders bet PBOC will keep yuan in hand even if Trump wins
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/china-traders-bet-pboc-will-keep-yuan-hand-even-if-trump-wins
WiseTech Global's board to examine payments to CEO's former partner, shares plunge
https://www.channelnewsasia.com/business/wisetech-globals-board-examine-payments-ceos-former-partner-shares-plunge-4691086
Chinese non-bank liquidity tightens as investors rush to stocks
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/chinese-non-bank-liquidity-tightens-investors-rush-stocks
Maybank IBG "Regional Trader's Almanac" 21 October 2024
SPX 500 Index: Positive earnings push index to another weekly high
This week, we highlight notable technical trading ideas across the ASEAN region.
🇲🇾 MALAYSIA
Buy Hup Seng Industries Bhd & Nationgate Holdings
🇮🇩 INDONESIA
Buy Bank Syariah Indonesia & Charoen Pokphand Indonesia
🇵🇭 PHILIPPINES
Buy Doubledragon Corp & Cebu Landmasters
🇸🇬 SINGAPORE
Buy Singapore Technologies & iFAST Corp Ltd
🇹🇭 THAILAND
Buy Halcyon Technology & Scan Inter Public
🇻🇳 VIETNAM
Buy Sai Gon Thuong Tin & Vietnam Export Import Bank
For the full report, more stock ideas, and market flows, access Market Insight on Maybank Trade on Apple Store and Google Play.
#MaybankIBGResearch
#MaybankIBGTA
Keppel and Australia’s Woodside sign offtake term sheet for liquid hydrogen
Read: https://link.theedgesingapore.com/UGKmpFNwwaiRJBLF7
Follow us on: @theedgesg
ASML shows chasm in chip land: AI winners versus everyone else
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/asml-shows-chasm-chip-land-ai-winners-versus-everyone-else
The Essentials of Keppel Pacific Oak US REIT You Need to Know
https://www.thesingaporeaninvestor.sg/2024/10/09/the-essentials-of-keppel-pacific-oak-us-reit-you-need-to-know/?utm_source=rss&utm_medium=rss&utm_campaign=the-essentials-of-keppel-pacific-oak-us-reit-you-need-to-know
My friend Choon Yuan gives you the idea that leverage on equities is viable as properties in this post.
https://investmentmoats.com/money/small-caps-are-getting-more-junky-is-that-a-problem/
Touring An Affordable Small Freehold Landed Estate In Katong With Prices From $3.5m In 2023
A few weeks ago, I wrote about Bournemouth Road, a landed estate… https://thefinance.sg/?p=1651630
Beijing bourse plans to help smaller tech companies to list
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/beijing-bourse-plans-help-smaller-tech-companies-list
The Edge Singapore
‘Rubber hits the road’ as UN biodiversity summit COP16 kicks off in Colombia https://t.co/g8HUg67gpF
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ST Picks: Fostering a more inclusive workplace
https://www.straitstimes.com/business/st-picks-fostering-a-more-inclusive-workplace
Markets continue climbing, but with wary eye on economic and geopolitical developments
https://www.straitstimes.com/business/markets-continue-climbing-but-with-wary-eye-on-economic-and-geopolitical-developments
Changing face of workplace exit interviews: More than just a ‘routine exercise’?
https://www.straitstimes.com/business/changing-face-of-workplace-exit-interviews-more-than-just-a-routine-exercise
askST Jobs: Greatest hits from 100 questions
https://www.straitstimes.com/business/askst-jobs-greatest-hits-from-100-questions
Stocks to watch: Keppel, CDL, SingPost, Sabana Reit
https://www.businesstimes.com.sg/companies-markets/stocks-watch-keppel-cdl-singpost-sabana-reit
Morning with UOB Kay Hian:
🏦 iFAST Corporation
✔️ Buy iFAST Corp Recommendation
✔️ Buy iFAST at S$7.68-7.70. Stop at S$7.48 and profit target at S$8.44
✔️ Price rebounded from the resistance-turned-support zone, keeping the uptrend intact
✔️ Conversion and base lines remain in a bullish crossover
✔️ MACD is strong and bullish
Dear all, if you receive messages from me about some trading, copy trading, altcoin trading, this is not me.
I trade main coin already got problem already still trade altcoin
The Edge Singapore
Keppel and Australia’s Woodside sign offtake term sheet for liquid hydrogen https://t.co/8Jd2MwHizo
tweet
SD Guthrie’s Earnings Growth Outlook
SD Guthrie (SDG) is projected to grow by 46.9% in FY24, with a further increase of 8.9% in FY25. This growth is driven by a recovery in fresh fruit bunches (FFB) production, stable crude palm oil (CPO) prices, and supportive measures introduced in Budget 2025.
The recovery in FFB production and the steady CPO price, which has held at MYR4,000 per tonne throughout the year, are key contributors to this positive outlook. Additionally, SDG’s capacity expansion at its Indonesian refinery is expected to further support earnings growth.
SDG is also capitalizing on its extensive land bank by expanding into renewable energy projects. The company currently operates 16 biogas plants and leases land for solar farms with a combined capacity of 633 megawatts (MW), according to a local research house.
Investors optimistic about SDG’s growth trajectory may consider SDG-C22, which offers investors an effective gearing of 6.8x!
#DailyHighlights
An Architect’s Hidden Tropical Sanctuary Inspired by Japanese Zen Gardens
In this week’s episode, we explore a renovated single-storey semi-detached house in Subang Jaya,… https://thefinance.sg/?p=1651616
Best Travel Card: I Tested and Ranked 9 Cards For Overseas Spending
With so many travel cards in the market now, which is the best to… https://thefinance.sg/?p=1651624
WiseTech Global's board to examine payments to CEO's former partner
https://www.channelnewsasia.com/business/wisetech-globals-board-examine-payments-ceos-former-partner-4691086
Nir Kaissar wrote a short investigative piece on the state of the wider us market but I tried to summarize it in this piece further.
This is my way of digesting things.
Sabanes Oxley act has made the cost of listing more expensive. To be listed the ongoing cost can be about $50 mil. To a small company that is a chunk of net income.
Regulations like this has made public listing an important thought. More so, they don't have to get funding from the public markets due to the private markets. The governance may also be lesser.
All this have resulted in less company being listed and a shrinking public markets.
The smaller companies nowadays are becoming lower and lower in quality.
If you are a believer in factor investing, you should know what this means. An index more dominant by lower profitable, lower quality business is going to perform worse.
Nir gives evidence of that.
Is there a light at the end of the tunnel? Choosing the high quality and cheaper companies.
https://investmentmoats.com/money/small-caps-are-getting-more-junky-is-that-a-problem/
‘Rubber hits the road’ as UN biodiversity summit COP16 kicks off in Colombia
Read: https://link.theedgesingapore.com/tV8WxZgzQJ2Wpgmx5
Follow us on: @theedgesg
What to look for at Bank of Japan's October policy meeting
https://www.channelnewsasia.com/business/what-look-bank-japans-october-policy-meeting-4691021
ST Picks: Changing face of workplace exit interviews - More than just a ‘routine exercise’?
https://www.straitstimes.com/business/st-picks-changing-face-of-workplace-exit-interviews-more-than-just-a-routine-exercise
Beyond diversity, inclusion buzzwords: How to be more inclusive at work
https://www.straitstimes.com/business/beyond-diversity-inclusion-buzzwords-how-to-be-more-inclusive-at-work
Frasers Centrepoint Trust rides on resilience of prime suburban malls in Singapore
https://www.businesstimes.com.sg/companies-markets/frasers-centrepoint-trust-rides-resilience-prime-suburban-malls-singapore