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A place for the Singapore investment community to share information, research and updates.
Unlock Tax Savings with the Supplementary Retirement Scheme (SRS) in Singapore
https://growbeansprout.com/srs-supplementary-retirement-scheme-tax-savings
SGX's November SDAV up 51% y-o-y to $1.44 billion
Read: https://link.theedgesingapore.com/sVdabPNWYgdxu9sp9
Follow us on: @theedgesg
Jack Ma pushes AI drive in rare speech since Ant crackdown
https://www.straitstimes.com/business/companies-markets/jack-ma-pushes-ai-drive-in-rare-speech-since-ant-crackdown
Bank of Japan could hike rates as early as next week: Capital Economics
https://www.cnbc.com/video/2024/12/09/boj-could-hike-rates-as-early-as-next-week-capital-economics.html
United Hampshire US REIT: What You Need to Know about the Necessity Retail REIT
https://www.thesingaporeaninvestor.sg/2024/11/18/united-hampshire-us-reit-what-you-need-to-know-about-the-necessity-retail-reit/?utm_source=rss&utm_medium=rss&utm_campaign=united-hampshire-us-reit-what-you-need-to-know-about-the-necessity-retail-reit
Rebound in resident employment as Singapore labour market expands in Q3
https://www.channelnewsasia.com/singapore/mom-labour-market-third-quarter-singapore-resident-employment-jobs-growth-4795171
Oiltek is a tech-driven vegetable and edible oil process engineering company strategically positioned to benefit from rising palm oil production in Indonesia and Malaysia, the world’s top two producers. Government mandates for higher biodiesel blending largely fuel this growth, driving increased production demand and Oiltek addresses this need with its patented technologies and innovative solutions throughout the supply chain
A significant growth driver for Oiltek is the production of SAF, which is gaining momentum as the world works toward achieving net-zero emissions by 2050. With its advanced capabilities, Oiltek is well-equipped to capitalize on this trend, positioning SAF production as its next key
growth engine.
We value Oiltek at S$1.21 by pegging it to a 17.8x FY25 P/E multiple (25% discount to Oiltek’s Malaysian counterparts). The 25% discount is to account for differences in market dynamics, where Malaysian agricultural players generally enjoy higher valuations in their domestic market.
[PREMIUM CONTENT] Lim & Tan initiates coverage on Oiltek with 'buy' call and $1.21 target price
Read: https://link.theedgesingapore.com/t5MB7fLDvy3ZwhBU6
Download our app: edgesg.link/appdl
China's Nov exports likely grew 8.5% as factories shift stocks overseas: Reuters poll
https://www.channelnewsasia.com/business/chinas-nov-exports-likely-grew-85-factories-shift-stocks-overseas-reuters-poll-4795186
Boutique bank Raine to shut HK base, offers staff Singapore move
https://www.straitstimes.com/business/banking/boutique-bank-raine-to-shut-hk-base-offers-staff-singapore-move
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
Singapore REITs Monthly Update (October 12th, 2024)
https://mystocksinvesting.com/singapore-reits/singapore-reits-monthly-update-october-12th-2024/
Logistics Focused REITs Comparison @ 8 December 2024
https://www.reit-tirement.com/2024/12/logistics-focused-reits-comparison-8.html
Chinese premier warns world financial leaders of 'deglobalisation' risks
https://www.channelnewsasia.com/east-asia/chinese-premier-warns-world-financial-leaders-deglobalisation-risks-4795401
Key Highlights from EC World REIT’s Q3 and 9M FY2024 Results
https://www.thesingaporeaninvestor.sg/2024/11/12/key-highlights-from-ec-world-reits-q3-and-9m-fy2024-results/?utm_source=rss&utm_medium=rss&utm_campaign=key-highlights-from-ec-world-reits-q3-and-9m-fy2024-results
3 Singapore REITs that Invest Solely in European Properties
https://www.thesingaporeaninvestor.sg/2024/11/26/3-singapore-reits-that-invest-solely-in-european-properties/?utm_source=rss&utm_medium=rss&utm_campaign=3-singapore-reits-that-invest-solely-in-european-properties
The Business Times (Youtube)
Lens on Daily: Headline News Monday, December 9, 2024
Syrian rebels have seized Damascus, US President-elect Trump comments on Federal Reserve leadership, and South Korea faces political turmoil. In Asia, Indonesia's opposition wins Jakarta's gubernatorial race. Locally, Singapore's East-West Line progresses on track work.
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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Bursa Malaysia Midday Recap: Markets in the Red
The FBM KLCI index managed to hold above the 1600 level despite majority of its constituents falling into the red. Losses in YTL stocks and PCHEM further weighed down the index. Market sentiment remained weak, with more laggards than gainers. In other news, Crescendo announced the disposal of five vacant land plots in Johor Bahru for RM120.1 million to Data Cloud Innovation Sdn Bhd for developing data centers in Johor. Key event to watch this week are the US CPI and PPI.
Amid the market weakness, the plantation sector stood out as the lead gainer. SDG (Target Price: MYR 5.41) may be a potential trading opportunity as our analysts reaffirmed a buy rating. For more details, check out the full report on your Maybank Trade MY app today.
Trade Your Way Forward. Simple, Smart and Seamlessly
#Middayrecap
Money and Me: Finding attractive S-REITs in a rate cutting environment
https://mystocksinvesting.com/monthly-market-update/money-and-me-finding-attractive-s-reits-in-a-rate-cutting-environment/
HSBC appoints Annie Lim as global private banking (GPB) desk head for Singapore
Read: https://link.theedgesingapore.com/eeRh1zefCqsJC98SA
Follow us on: @theedgesg
Money and Me: Data Centered S-REITs; here is what you need to know
https://mystocksinvesting.com/monthly-market-update/money-and-me-data-centered-s-reits-here-is-what-you-need-to-know/
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