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A place for the Singapore investment community to share information, research and updates.
World Bank raises record US$100 billion for aid to poorest nations
https://www.businesstimes.com.sg/companies-markets/banking-finance/world-bank-raises-record-us100-billion-aid-poorest-nations
T-bill yield falls to 3.0%. Why the decline?
https://growbeansprout.com/t-bill-allotment-5-dec-2024
💡 Analyst Spotlight for 6 December 2024
🏡 The Straits Trading Company (S20): An Undervalued Real Estate Stock with Multitude of Opportunities
- Expect STC to continue delivering an attractive dividend yield of around 5-6% in the coming years driven by its solid cashflow generation.
Full report here: bit.ly/41ncUyA
🖥️ Nanofilm Technologies International (MZH): A thawing winter
- Differentiated solutions, a large total market potential, and favourable secular trends support Nanofilm's long-term growth outlook, notwithstanding near-term uncertainties.
Full report here: bit.ly/4gcQXGy
🏨 Centurion Corporation (OUB):
- Strong occupancy and rental revisions across all segments are expected to continue. Expect rental rates to rise by an average c.15% YoY in FY24e.
Full report here: bit.ly/4ir0cF5
Visit Analyst Research page for more broker research reports: bit.ly/3LOsCd7
Analysis:BOJ is holding cards close to its chest on December rate hike
https://www.channelnewsasia.com/business/analysisboj-holding-cards-close-its-chest-december-rate-hike-4790861
[PREMIUM CONTENT] Grab’s risk-reward fairly balanced at current levels, HSBC downgrades to ‘hold’ with higher TP of US$5.50
Read: https://link.theedgesingapore.com/DAwkqsaHzcLzYign7
Download our app: edgesg.link/appdl
Long drawn-out impeachment process could favor South Korea's Yoon: Analyst
https://www.cnbc.com/video/2024/12/05/long-drawn-out-impeachment-process-could-favor-south-koreas-yoon.html
https://fifthperson.com/2024-lendlease-global-commercial-reit-agm/
Читать полностью…
The Edge Singapore
Brokers’ Digest: SingPost, LHN, IHH Healthcare, UOB, CSE Global, Centurion, Sembcorp, Nanofilm, Zixin https://t.co/Qkb0irGToK
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Barclays promotes 116 staffers across bank to managing directors
https://www.businesstimes.com.sg/companies-markets/banking-finance/barclays-promotes-116-staffers-across-bank-managing-directors
Barclays promotes 116 staffers across bank to managing director
https://www.businesstimes.com.sg/companies-markets/banking-finance/barclays-promotes-116-staffers-across-bank-managing-director
[PREMIUM CONTENT] RHB stays ‘neutral’ on retail sector despite expectations of further sales improvement in near-term
Read: https://link.theedgesingapore.com/EfKtu1225RegCj716
Download our app: edgesg.link/appdl
RBI to surprise markets with a repo rate cut: Nomura
https://www.cnbc.com/video/2024/12/06/rbi-to-surprise-markets-with-a-repo-rate-cut-nomura.html
Currency markets look to steady amid political turmoil, eye US jobs report
https://www.channelnewsasia.com/business/currency-markets-edge-amid-political-turmoil-eye-us-jobs-report-4790616
The Edge Singapore
Lululemon boosts outlook as overseas sales blunt US softness https://t.co/7Uw2fvLbaG
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Korean corporations struggling to value-up, says strategist
https://www.cnbc.com/video/2024/12/06/poor-pay-out-ratios-and-sentiment-impede-koreas-value-up-agenda.html
The Business Times (Youtube)
Lens on Daily: Headline news for Friday, December 6, 2024
Global headlines include the resignation of the French prime minister, Boeing's legal challenges, a deliberate fire at a Melbourne synagogue, and political unrest in South Korea. In local news, retail sales in Singapore show an uptick.
Synopsis: A round up of global headlines to start your day by The Business Times.
Written by: Howie Lim / Claressa Monteiro (claremb@sph.com.sg (mailto:claremb@sph.com.sg) )
Recording engineer: Joann Chai Pei Chieh
Produced and edited by: Claressa Monteiro
Produced by: BT Podcasts, The Business Times, SPH Media
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Nasa delays first moon landing in more than 50 years to 2027
https://www.businesstimes.com.sg/lifestyle/nasa-delays-first-moon-landing-more-50-years-2027
Amazon successfully tests using delivery drones in Italy
https://www.businesstimes.com.sg/companies-markets/transport-logistics/amazon-successfully-tests-using-delivery-drones-italy
Wall Street banks predict biggest China rate cuts in a decade
https://www.businesstimes.com.sg/international/wall-street-banks-predict-biggest-china-rate-cuts-decade
Research Highlights
Genting Malaysia
Similar to GENTING, target prices have been lowered but a buy rating is retained. However, our analysts continue to see value in the company at current market prices. Click on the images above for our analysts' view on the company.
#ResearchHighlights
A Misconception About Investing Risk and Market Volatility
https://stestocksinvestingjourney.blogspot.com/2024/10/a-misconception-about-investing-risk.html
https://drwealth.com/suntec-reit-1-16-offer-not-much-to-be-excited-about/
Читать полностью…
[PREMIUM CONTENT] Brokers’ Digest: SingPost, LHN, IHH Healthcare, UOB, CSE Global, Centurion, Sembcorp, Nanofilm, Zixin
Read: https://link.theedgesingapore.com/LX5CqLQiUpJ3C2er8
Download our app: edgesg.link/appdl
World Bank raises record US$100 bil for aid to poorest nations
Read: https://link.theedgesingapore.com/GBKjjEz7m7cyocdbA
Follow us on: @theedgesg
REITs and CapitaLand Investment in focus: Weekly Review with SIAS
https://growbeansprout.com/weekly-market-review-2-dec-2024
[PREMIUM CONTENT] Unitholders should reject Gordon and Celine Tang’s offer for Suntec REIT, says RHB
Read: https://link.theedgesingapore.com/y2QW5BscPTUiAv7q7
Download our app: edgesg.link/appdl
RHB says Suntec Reit unitholders should reject S$1.16 offer, sees positives for the Reit
https://www.businesstimes.com.sg/companies-markets/rhb-says-suntec-reit-unitholders-should-reject-s1-16-offer-sees-positives-reit
Research Highlights
Genting Bhd
The company's 3Q24 results were underwhelming and our analyst's target price has been cut. Despite the fact, our analysts continue to see value in the company at current market prices and maintain their buy rating on the stock. Check out today's post for the full breakdown.
#ResearchHighlights
8 things I learned from the 2024 Lendlease Global Commercial REIT AGM
Lendlease Global Commercial REIT (LREIT) is a Singapore-based real estate investment trust that owns… https://thefinance.sg/?p=1656615
Central banks must accept inflation may remain persistently above target, says strategist
https://www.cnbc.com/video/2024/12/06/inflation-may-remain-persistently-above-target-says-strategist.html