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A place for the Singapore investment community to share information, research and updates.
Investment banks eye 2025 income boom as Trump drives deal rebound
https://www.channelnewsasia.com/business/investment-banks-eye-2025-income-boom-trump-drives-deal-rebound-4791026
Incoming Asian Development Bank chief keeping an eye on US policy as Trump looms
Read: https://link.theedgesingapore.com/suatwsj3mYmos3a88
Follow us on: @theedgesg
Temasek unit to sell shares in Malaysian phone company U Mobile to tycoon Vincent Tan and Malaysian king’s daughter
Read: https://link.theedgesingapore.com/pxqZNrYW6dmzHHvQ9
Follow us on: @theedgesg
Japan's revised Q3 GDP likely to show slow recovery in test of BOJ's optimism: Reuters poll
https://www.channelnewsasia.com/business/japans-revised-q3-gdp-likely-show-slow-recovery-test-bojs-optimism-reuters-poll-4791001
Key ally of South Korea president Yoon Suk Yeol now wants him gone
Read: https://link.theedgesingapore.com/6MwcYvBkWxzi4FQHA
Follow us on: @theedgesg
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/
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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
India central bank holds rates steady; cuts banks’ cash reserve ratio
https://www.businesstimes.com.sg/companies-markets/banking-finance/india-central-bank-holds-rates-steady-cuts-banks-cash-reserve-ratio
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OIR: Market Pulse (6 December 2024)
Broadcom unveils new tech to speed up custom chips amid rising generative AI demand
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/broadcom-unveils-new-tech-speed-custom-chips-amid-rising-generative-ai-demand
Broadcom unveils new tech to speed up custom chips amid rising GenAI demand
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/broadcom-unveils-new-tech-speed-custom-chips-amid-rising-genai-demand
Bursa Malaysia Midday Recap: Mixed Signals
The FBM KLCI continued its downward trend, yet still maintaining above the 1,610 level. Market sentiment remained weak, with laggards outpacing gainers by a small margin. The healthcare sector marked its 4th consecutive day of rebound, while the plantation sector fell into negative territory after 6 days of recovery, despite steady gains in CPO prices. Meanwhile, the energy sector inched higher, even as oil prices declined. A key event to monitor today is the release of the US Non-Farm Payroll report (9.30pm).
As the FBM KLCI rebalancing approaches, investors interested in trading one of the potential inclusions, 99SMART (Resistance: MYR2.95, Stop Loss: MYR2.28) are encouraged to watch our Traders' Almanac video for insights and potential entry as well as support and resistance levels, to navigate the stock effectively.
Trade Your Way Forward. Simple, Smart and Seamlessly
#Middayrecap
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/
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[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