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A place for the Singapore investment community to share information, research and updates.
(Seminar) Unlocking Yield: Mastering Your Portfolio in a New Rate Era
https://mystocksinvesting.com/seminars/seminar-unlocking-yield-mastering-your-portfolio-in-a-new-rate-era/
[PREMIUM CONTENT] UOB Kay Hian keeps 'hold' call on Kimly but with lower target price in anticipation of higher costs
Read: https://link.theedgesingapore.com/xtTBPEAtYtvuy7kEA
Download our app: edgesg.link/appdl
HUYA Inc. - Post-Merger + Transformation in Business Model + Undemanding Valuation
http://www.3foreverfinancialfreedom.com/2021/06/huya-inc-post-merger-entity.html
Banpu CEO talks decarbonization targets, coal as 'unsung hero'
https://www.cnbc.com/video/2024/12/09/banpu-ceo-talks-decarbonization-targets-coal-as-unsung-hero.html
Euro-Dollar parity pathway not as clear-cut as it seems, says strategist
https://www.cnbc.com/video/2024/12/09/euro-dollar-parity-pathway-not-as-clear-cut-as-it-seems-strategist.html
Morning update ⏰
✂️ A rate cut in December?
November's non-farm payroll data leans towards a rate cut in the upcoming FOMC meeting. Fed fund futures currently see a 85% probability of a 25bps cut in December. While sentiment could remain cautious on rate-cut beneficiaries like REITs, we believe attractive valuations present an opportunity to add selectively. Find out our top picks.
https://go.dbs.com/3ZLCYSN
🏦 Anticipating central bank policy tilts
More Fed officials have turned less optimistic about disinflation before this week’s blackout period. The Fed will want to assess the actual policies of US President-elect Donald Trump after his inauguration on 20 January 2025. Find out our outlook on the rate trajectories of central banks in Europe, Canada, Australia and Japan, and what this means for global currencies.
https://go.dbs.com/3OKbuGz
'A lot of obstacles' for energy players despite Trump's bullish rhetoric, says strategist
https://www.cnbc.com/video/2024/12/09/seeing-a-lot-of-obstacles-for-energy-despite-trump-bullish-rhetoric.html
South Korea’s tourism, retail sectors already feeling pinch from political turmoil
https://www.straitstimes.com/business/south-koreas-tourism-retail-sectors-already-feeling-pinch-from-political-turmoil
Markets likely to adjust to potential near-term spike in oil prices: Analyst
https://www.cnbc.com/video/2024/12/09/markets-to-adjust-to-potential-near-term-spike-in-oil-prices-analyst.html
[PREMIUM CONTENT] S&P's negative credit watch on SingPost is 'irrelevant', says Maybank Securities
Read: https://link.theedgesingapore.com/MZ38fyY9PBu8QW9J8
Download our app: edgesg.link/appdl
iFAST Daily Brew ☕️ - 9 Dec 2024
Wall Street surged as job gains beat expectation; Chinese equities turned cautious ahead of key economic policy meeting awaiting meaningful policy signals
🇺🇸 S&P 500: 0.26% 📈
🇺🇸 NASDAQ: 0.82% 📈
🇪🇺 STOXX 600: 0.18% 📈
🇯🇵 Nikkei 225: -0.77% 📉
🇭🇰 Hang Seng: 1.56% 📈
🇨🇳 CSI 300: 1.31% 📈
🇸🇬 STI: -0.69% 📉
3 Things You Need To Know
1. Kicking off the week on Monday, Japan will release its GDP (q/q), while China will report its Inflation Rate (y/y) and New Loans.
2. China's central bank resumed gold purchases in November after a six-month pause, increasing holdings to 72.96 million troy ounces, though their value fell to USD 193.43 billion amid declining gold prices. The move signals the PBOC's confidence and could revive Chinese investor demand. Gold prices dropped 5% from October's record high but remain up 28% this year.
3. Upcoming US inflation data is the most closely watched puzzle in supporting a Fed rate cut, with strong job growth last Friday laying the groundwork to help fuel a rally, pushing the odds of a quarter-point rate cut higher to 86% from just 66% a week ago.
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OIR Singapore Stocks: Dividend Yield Monitor (9 December 2024)
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OIR Market Pulse (09 December 2024)
StocksBNB
ETF Monthly: November 2024 – S&P 500 and Singapore Equities to extend bullish momentum
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StocksBNB
Singapore Banking Monthly – Banks share price performance surges
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Can Gold Future-Proof Your Investment Portfolio?
http://www.3foreverfinancialfreedom.com/2021/06/can-gold-future-proof-your-investment.html
Jun 2021 - Portfolio & Transaction Updates
http://www.3foreverfinancialfreedom.com/2021/06/jun-2021-portfolio-transaction-updates.html
How To Profit Against Huge Inflation Ahead
http://www.3foreverfinancialfreedom.com/2021/06/how-to-profit-against-huge-inflation.html
Job vacancies in S’pore fell over Q3 but year-end may see more demand: MOM
https://www.straitstimes.com/business/resident-employment-grew-by-4000-in-q3-job-vacancies-fell-but-year-end-may-see-more-demand-mom
Qatar minister calls out EU for ESG overreach, compliance costs
Read: https://link.theedgesingapore.com/HcSto2MxLqMu36SL8
Follow us on: @theedgesg
[PREMIUM CONTENT] Suntec REIT unitholders should reject Aelios’ ‘unattractive’ $1.16 cash offer: Morningstar
Read: https://link.theedgesingapore.com/6sCNJCwcN1d55b166
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DBS VICKERS Daily Newsletter | 9 December 2024
Labor market will likely be the 'top priority' in China's 2025 policymaking, economist says
https://www.cnbc.com/video/2024/12/06/labor-market-to-be-top-priority-in-china-2025-policymaking-economist.html
My Thought Process On Writing a Put Option - With Actual Case Study On Citibank (NYSE: C)
http://www.3foreverfinancialfreedom.com/2021/06/my-thought-process-on-writing-put.html
[PREMIUM CONTENT] A stellar 2025 awaits PropNex on surging new home sales: RHB
Read: https://link.theedgesingapore.com/GzeQ4cuCwqQJzJpJ6
Download our app: edgesg.link/appdl
Japan revises Q3 GDP higher on capex, exports
https://www.channelnewsasia.com/business/japan-revises-q3-gdp-higher-keeps-alive-boj-rate-hike-expectations-4794911
Maybank IBG Hong Kong - Dim Sum Daily (9 Dec 2024)
1️⃣ Hong Kong stocks advanced 1.5% ahead of the annual Central Economic Work Conference, scheduled for later this month. Investors are hoping that stimulus measures may be unveiled or hinted at during the meeting. The Hang Seng Index rose 305pts to 19,865 on turnover of HKD162.7bn.
2️⃣ Investment sentiment was lifted by China’s decision to raise the financing ratio for share buybacks. Cailian reported China’s regulator will lift the financing ratio for stock buyback loans to 90% from 70%.
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StocksBNB
Thai SDR Monthly: November 2024 – Kasikornbank and Advanced Info Service to extend bullish momentum
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StocksBNB
Frasers Property Limited – Introducing… S$5bn One Bangkok!
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How China became world’s largest car exporter
https://www.straitstimes.com/business/companies-markets/how-china-became-worlds-largest-car-exporter