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A place for the Singapore investment community to share information and updates
Maybank IBG "Regional Trader's Almanac" 16 December 2024
SPX 500 Index: Market trades cautiously ahead of Fed announcement
This week, we highlight notable technical trading ideas across the ASEAN region.
🇲🇾 MALAYSIA
Buy Mclean Technologies Berhad & Buy Econpile Holdings Bhd
🇮🇩 INDONESIA
Buy Indosat & Buy Indofood Sukses Makmur
🇵🇭 PHILIPPINES
Buy STI Education Systems & Buy Keepers Holdings Inc
🇸🇬 SINGAPORE
Buy Hong Leong Asia & Buy Japfa Ltd
🇹🇭 THAILAND
Buy S Hotels And Resorts & Buy Indorama Ventures PCL
🇻🇳 VIETNAM
Buy Vietnam JSC Bank & Buy Saigon Thuong Tin
For the full report, more stock ideas, and market flows, access Market Insight on Maybank Trade on Apple Store and Google Play.
#MaybankIBGResearch
#MaybankIBGTA
Private banks boost Hong Kong hiring to woo rich Chinese clients
https://www.straitstimes.com/business/banking/private-banks-boost-hong-kong-hiring-to-woo-rich-chinese-clients
Trump policies create a tailwind for small-caps: Art Hogan
https://www.cnbc.com/video/2024/12/13/wealth-manager-trumpas-policies-create-tailwinds-for-small-cap-sector-making-it-a-compelling-investment-opportunity.html
Trump government may fall short in its delivery of economic policies, says economist
https://www.cnbc.com/video/2024/12/13/trump-government-may-fall-short-in-economic-policy-delivery-economist.html
Trading Societe Generale’s US stock DLCs during Asian hours lets investors seize unique opportunities
Read: https://link.theedgesingapore.com/HSxPWqSn78Dm1ZTE7
Follow us on: @theedgesg
Gamuda Hits Record High
Gamuda (GAMUDA) shares hit a record high of MYR9.79 on last Friday, buoyed by strong contract wins and a robust project pipeline as reported by The Edge.
The stock rose 1.77% to close at MYR9.77, with a market cap nearing MYR28 billion.
Local research house analysts upgraded target prices, citing higher property sales and progress billings.
GAMUDA order book, already at MYR30 billion, could grow further with major projects like the Penang LRT and Ulu Padas hydro scheme.
Bullish investors may consider GAMUDA-C2U as a tool for leveraged exposure as GAMUDA-C2U costs only a fraction of GAMUDA shares price!
#DailyHighlights
CapitaLand Investment to step up Australia presence with A$200 million acquisition
Read: https://link.theedgesingapore.com/US2Q8qV5w8uL96Mt6
Follow us on: @theedgesg
Scaling up healthcare in the face of a labor & resource crunch
https://www.cnbc.com/video/2024/12/13/scaling-up-healthcare-in-the-face-of-a-labor-resource-crunch.html
What is it like being a young boss?
https://www.straitstimes.com/business/how-is-it-like-to-be-a-young-boss
Singapore’s cheque volumes have fallen 80% but some users aren’t writing them off yet
https://www.straitstimes.com/business/singapores-cheque-volumes-have-declined-80-but-some-users-arent-writing-them-off-just-yet
United Hampshire US REIT: What You Need to Know about the Necessity Retail REIT
https://www.thesingaporeaninvestor.sg/2024/11/18/united-hampshire-us-reit-what-you-need-to-know-about-the-necessity-retail-reit/?utm_source=rss&utm_medium=rss&utm_campaign=united-hampshire-us-reit-what-you-need-to-know-about-the-necessity-retail-reit
Catalist-listed SIAMH may have gone public before it was ready – MAS review group should figure out why
https://www.businesstimes.com.sg/opinion-features/catalist-listed-siamh-may-have-gone-public-it-was-ready-mas-review-group-should-figure-out-why
Volatility to surge in agri-commodity markets amid trade tensions
https://www.businesstimes.com.sg/companies-markets/volatility-surge-agri-commodity-markets-amid-trade-tensions
Costco has dealt with tariffs before and upcoming ones will not be an issue: Analyst
https://www.cnbc.com/video/2024/12/13/costco-can-cope-with-higher-tariffs.html
Will the T-bill yield rebound in the auction on 19 Dec?
https://growbeansprout.com/t-bill-auction-19-dec-2024
Japan October machinery orders rise on strong manufacturing sector
https://www.channelnewsasia.com/business/japan-october-machinery-orders-rise-strong-manufacturing-sector-4808371
CLI to acquire Australian credit investment manager Wingate for A$200 million
https://www.businesstimes.com.sg/companies-markets/cli-acquire-australian-credit-investment-manager-wingate-200-million
Boeing’s year of crisis leaves investors wary of beaten-up stock
https://www.businesstimes.com.sg/companies-markets/boeings-year-crisis-leaves-investors-wary-beaten-stock
Bitcoin powers above $105,000 for first time
https://www.channelnewsasia.com/business/bitcoin-powers-above-105000-first-time-4808351
MSCI: Factoring in an EM edge in times of uncertainty
Read: https://link.theedgesingapore.com/CLJ9mMkNeKNZXngi7
Follow us on: @theedgesg
Germany unraveling just when Europe needs it the most
https://www.straitstimes.com/business/economy/germany-unraveling-just-when-europe-needs-it-the-most
What I have Learned from CapitaLand Ascott Trust’s Presentation
https://www.thesingaporeaninvestor.sg/2024/11/12/what-i-have-learned-from-capitaland-ascott-trusts-presentation/?utm_source=rss&utm_medium=rss&utm_campaign=what-i-have-learned-from-capitaland-ascott-trusts-presentation
To rival SpaceX’s Starship, ULA eyes Vulcan rocket upgrade
https://www.channelnewsasia.com/business/rival-spacexs-starship-ula-eyes-vulcan-rocket-upgrade-4806931
All eyes on the Federal Reserve this week amid rate cut expectations
https://www.straitstimes.com/business/all-eyes-on-the-federal-reserve-this-week-on-rate-cut-expectations
Key Highlights from EC World REIT’s Q3 and 9M FY2024 Results
https://www.thesingaporeaninvestor.sg/2024/11/12/key-highlights-from-ec-world-reits-q3-and-9m-fy2024-results/?utm_source=rss&utm_medium=rss&utm_campaign=key-highlights-from-ec-world-reits-q3-and-9m-fy2024-results
3 Singapore REITs that Invest Solely in European Properties
https://www.thesingaporeaninvestor.sg/2024/11/26/3-singapore-reits-that-invest-solely-in-european-properties/?utm_source=rss&utm_medium=rss&utm_campaign=3-singapore-reits-that-invest-solely-in-european-properties
Sim Leisure dreams of creating Asia’s theme parks of tomorrow
https://www.businesstimes.com.sg/companies-markets/consumer-healthcare/sim-leisure-dreams-creating-asias-theme-parks-tomorrow
Price seen softening further for key semiconductor index
https://www.businesstimes.com.sg/companies-markets/price-seen-softening-further-key-semiconductor-index
Too soon to say inflation will accelerate during Trump's second term: Strategist
https://www.cnbc.com/video/2024/12/13/too-soon-to-say-inflation-will-accelerate-during-trumps-second-term.html
Just uploaded to YouTube: How China Is Challenging Elon Musk’s Starlink Satellite Service by CNBC
https://www.youtube.com/watch?v=Dtdt8ZCTCFs