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A place for the Singapore investment community to share information, research and updates.
Japan's bankruptcies set to hit 11-year high in 2024, data shows
https://www.channelnewsasia.com/business/japans-bankruptcies-set-hit-11-year-high-2024-data-shows-4795261
Portfolio & Dividend Update : 3rd Qtr 2023
https://stestocksinvestingjourney.blogspot.com/2023/09/portfolio-dividend-update-3rd-qtr-2023.html
BYD on track to top 2024 sales goal and outsell Ford, Honda
https://www.straitstimes.com/business/companies-markets/byd-on-track-to-top-2024-sales-goal-and-outsell-ford-honda
🏷️ Private labels fuelling new growth opportunities
China's grocery retail sector has faced intense competition in recent years, prompting traditional players to seek winning formats. Previous overseas experiences suggest that private labels can stand as a key channel to enhance customer loyalty and improve profitability, particularly during economic uncertainties as they offer better value for money to address higher consumer price sensitivity🧾
The recent rebound in China food inflation could further support grocery sales, especially for leading plays. We prefer outperformers in private labels and online sales in China who can capitalise on the advantages of scale. Find out who they are.
2023 Portfolio & Dividend Update
https://stestocksinvestingjourney.blogspot.com/2024/02/2023-portfolio-dividend-update.html
(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
South Korea's political uncertainty a 'huge distraction' from the economy, says former trade minister
https://www.cnbc.com/video/2024/12/09/south-korea-political-uncertainty-a-distraction-ex-trade-minister.html
Beauty ( Value ) Is In The Eye Of Beholder
https://stestocksinvestingjourney.blogspot.com/2023/11/beauty-value-is-in-eye-of-beholder.html
NTUC raises retirement age to 64 and re-employment age to 69 for staff ahead of time
https://www.straitstimes.com/business/ntuc-raises-retirement-age-to-64-and-re-employment-age-to-69-for-staff-ahead-of-time
Women are still struggling to make it into the C-suite in the UK
Read: https://link.theedgesingapore.com/gVyW9Z6a5yhooQV3A
Follow us on: @theedgesg
Portfolio & Dividend Update : 4th Aug 2024
https://stestocksinvestingjourney.blogspot.com/2024/08/portfolio-dividend-update-4th-aug-2024.html
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
Download our app: edgesg.link/appdl
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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