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A place for the Singapore investment community to share information and updates
4,000 junior OCBC staff to receive $1,000 one-time payouts for cost-of-living pressures
https://www.straitstimes.com/business/banking/4000-junior-ocbc-staff-to-receive-1000-one-time-payouts-for-cost-of-living-pressures
Fired SingPost CEO, CFO to contest employment termination, say move ‘without merits and unfair’
https://www.straitstimes.com/business/fired-singpost-ceo-cfo-to-contest-employment-termination-both-say-move-without-merits-and-unfair
Macao and China's Hengqin Island to become an 'Orlando and Las Vegas' in Asia: Ossolinski Holdings
https://www.cnbc.com/video/2024/12/20/matthew--ossolinski-ossolinski-holdings.html
Money and Me: Data Centered S-REITs; here is what you need to know
https://mystocksinvesting.com/singapore-reits/singapore-reits-market-outlook/money-and-me-data-centered-s-reits-here-is-what-you-need-to-know-2/
Oil prices firm on hopes of US policy support for economic growth
https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-prices-firm-hopes-us-policy-support-economic-growth
OCBC to pay out S$7.5 million in second cost-of-living bonus for junior staff
https://www.businesstimes.com.sg/companies-markets/ocbc-pay-out-s7-5-million-second-cost-living-bonus-junior-staff
Modern advanced software technologies a boon to the defense space: Venture capitalist
https://www.cnbc.com/video/2024/12/23/advanced-software-technologies-a-boon-to-defense-venture-capitalist.html
Offshore drilling, not production output is where Trump's oil policy could make a difference: Analyst
https://www.cnbc.com/video/2024/12/23/offshore-drilling-is-where-trumps-oil-policy-could-make-a-difference.html
Trump says it could be worth keeping TikTok in US for a little while
https://www.channelnewsasia.com/business/donald-trump-worth-keeping-tiktok-us-little-while-4821891
How slower US rate cuts could impact your savings and investments
https://growbeansprout.com/fed-cuts-interest-rates-dec-2024
Email feed
FW: [Maybank IBG Research] Today's Research
TRADING IDEAS: 🇸🇬 SINGAPORE
23 December 2024
🏢 Olam Group Ltd (OLG SP): Climate change driving agricultural product prices
BUY Entry – 1.18 Target– 1.28 Stop Loss – 1.13
🏬 Singapore Airlines Ltd (SIA SP): Winter travel demand
BUY Entry – 6.4 Target– 7.2 Stop Loss – 6.0
➡️ Read More: https://www.kgieworld.sg/research/dec23sg24
@kgisg
T-bill yield rebounds slightly to 3.02%. Here’s why.
https://growbeansprout.com/t-bill-allotment-19-dec-2024
TalkMed receives privatisation offer for S$0.456 per scheme share
https://www.businesstimes.com.sg/companies-markets/talkmed-receives-privatisation-offer-s0-456-scheme-share
5 Unconventional Lessons from Trillion-Dollar Stocks
📰 As Featured on BT 📰
What makes trillion-dollar stocks tick?
📌 https://thesmartinvestor.com.sg/5-unconventional-lessons-from-trillion-dollar-stocks/
https://www.nightviewcapital.com/10-lessons-i-learned-in-2024/
Читать полностью…
Nomura explains why it expects 2 Fed rate cuts in 2025
https://www.cnbc.com/video/2024/12/20/nomura-explains-why-it-expects-2-fed-rate-cuts-in-2025.html
U.S. Office REITs Comparison @ 18 December 2024
https://www.reit-tirement.com/2024/12/us-office-reits-comparison-18-december.html
Gold prices hold steady in thin trading
https://www.businesstimes.com.sg/companies-markets/energy-commodities/gold-prices-hold-steady-thin-trading
Asia: Markets track Wall Street rally as US inflation eases rate worries
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/asia-markets-track-wall-street-rally-us-inflation-eases-rate-worries
Honda, Nissan aim to finalise merger pact in June: NHK
https://www.businesstimes.com.sg/companies-markets/transport-logistics/honda-nissan-aim-finalise-merger-pact-june-nhk
There is no government in South Korea to keep pace with Trump administration till H2 2025: Victor Cha
https://www.cnbc.com/video/2024/12/23/there-is-no-counterpart-in-south-korea-for-the-incoming-u-s-administration-to-deal-with-right-now-victor-cha.html
Malaysian bourse operator says CEO succession planning underway
https://www.channelnewsasia.com/business/malaysian-bourse-operator-says-ceo-succession-planning-underway-4822236
T-bill yield rebounds slightly to 3.02%. Here’s why.
https://growbeansprout.com/t-bill-allotment-19-dec-2024
Five stories to start your day:
1. SingPost terminates CEO, CFO over handling of whistle-blowing reports
2. OUE REIT to divest Lippo Plaza Shanghai for $357.4 mil; all remaining assets in Singapore
3. Nanofilm group CEO resigns, exec chairman and founder Shi Xu to take over again
4. Singapore Institute of Advanced Medicine enters into $5 mil loan agreement
5. Soup Holdings expects to make a loss for FY2024
📰 Follow us on @theedgesg for market-moving news and the latest headlines.
Top Stories, 23 December 2024
1. Asia markets begin Christmas week higher; Nissan-Honda merger deal in focus
https://www.kgieworld.sg/research/ko4k
2. Trade COMEX Gold futures and options contracts for a globally relevant, liquid financial instrument to help you hedge against inflation.
Find out more:
https://www.kgieworld.sg/research/CME_Gold
3. Powell’s battle-ready Fed gives the Trump trade a stress test
https://www.kgieworld.sg/research/7z04
4. Bond Traders Turn to 2025 Amid Most Agonizing Easing in Decades
https://www.kgieworld.sg/research/uim7
5. China Aims To Further Recalibrate The Property Sector
https://www.kgieworld.sg/research/tw7z
6. Gold Price 2025 Forecast: Rising Support Sets Stage for Second-Half Breakout
https://www.kgieworld.sg/research/3vhn
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How slower US rate cuts could impact your savings and investments
https://growbeansprout.com/fed-cuts-interest-rates-dec-2024
A Systematic Approach: How Dimensional’s Global Targeted Value Selects Stocks
The Dimensional Global Targeted Value is one of the funds that are available… https://thefinance.sg/?p=1658354
Not all the funds of Dimensional are implemented the same way by being very diversified, overweighting or underweighting.
The Global Targeted Value is one such fund. They select a group of stocks from a bunch of stocks. What this means is that there may be a section of small stocks that will do very well and you think the fund would benefit from but doesn't.
I try my best to explain what I understand about the securities selection strategy which I hope those who were invested (likely not a large group) could understand and benefit.
https://investmentmoats.com/money/systematic-approach-dimensionals-global-targeted-value/