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A place for the Singapore investment community to share information, research and updates.
Longbridge Group secures over US$100 mil in new funding to fuel international expansion
Read: https://link.theedgesingapore.com/8x4G3Cm2saMVK5tE8
Follow us on: @theedgesg
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
Strategist says South Korea's value is 'compelling', maintains overweight
https://www.cnbc.com/video/2024/12/10/opportunity-to-enter-korean-markets-kia-a-strong-pick.html
China makeup mogul nears billionaire status with Hong Kong IPO
Read: https://link.theedgesingapore.com/VWCxkWMFvT83xWhRA
Follow us on: @theedgesg
Australia's economy could grow at 2.2% rate next year: ANZ
https://www.cnbc.com/video/2024/12/10/adelaide-timbrell.html
⌨️ Stock of The Week: Grand Venture Technology (SGX: JLB)
- GVT provides solutions and services for the manufacture of ultra-precision machining, sheet metal components and complex mechatronics modules.
- GVT is collaborating with major tech companies on solutions for next generation accelerators that are essential for AI application, and has been expanding its front-end semiconductor customer base with a new facility in Penang, Malaysia, positioning it for industry growth and demand recovery.
- GVT's revenue rose by 35.8% from S$82.4m in 9MFY23 to S$111.9m in 9MFY24 with growth across all key businesses, most prominently in the semiconductor segment with a y-o-y revenue growth of 50.8%. According to Refinitiv, GVT commands a healthy valuation with a P/E close to 30x, and the stock has doubled its share price since listing in Jan 2019.
*All data as of 9 Dec 2024
➡️ For more information on Grand Venture Technology, visit bit.ly/4ioNQ02
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DBS VICKERS Daily Newsletter | 10 December 2024
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/
Beauty ( Value ) Is In The Eye Of Beholder
https://stestocksinvestingjourney.blogspot.com/2023/11/beauty-value-is-in-eye-of-beholder.html
https://www.smallcapasia.com/3-singapore-reits-boasting-dividend-yields-of-6-and-above/
Читать полностью…
iFAST Daily Brew ☕️ - 10 Dec 2024
Asian markets rally on stimulus hopes; US stocks dip as investors await key inflation data.
🇺🇸 S&P 500: -0.60% 📉
🇺🇸 NASDAQ: -0.61% 📉
🇪🇺 STOXX 600: 0.15% 📈
🇯🇵 Nikkei 225: 0.18% 📈
🇭🇰 Hang Seng: 2.76% 📈
🇨🇳 CSI 300: -0.17% 📉
🇸🇬 STI: -0.03% 📉
3 Things You Need To Know
1. Asian equities rose on Monday, with the Hang Seng Index surging 2.8% to a one-month high, while mainland China's CSI 300 Index edged down -0.17%, weighed by weaker-than-expected November consumer price growth.
2. Midweek on Wednesday, US will publish CPI & Core CPI m/m.
3. China has adopted a "moderately loose" monetary policy for the first time in 14 years, aiming to counter deflation and a property slump with increased fiscal support.
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Singapore shares open higher on Tuesday; STI up 0.6 per cent
https://www.businesstimes.com.sg/companies-markets/singapore-shares-open-higher-tuesday-sti-0-6-cent
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/
Singapore property tycoons plan family office in Abu Dhabi
https://www.straitstimes.com/business/banking/singapore-property-tycoons-plan-family-office-in-abu-dhabi
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
Morning update ⏰
🇸🇬 Equity Picks: Remove an aviation stock from Growth
We remove a stock whose share price has been largely rangebound in the past 2 months despite reporting strong 2Q results in November. Shares should continue to trend sideways or with modest downside risk heading into Trump’s inauguration on 20 January 2025, as investors monitor his tariffs moves. Find out who it is.
https://go.dbs.com/3ZLmgCU
🇨🇳 Watch stocks with exposure in China
China's top leaders advocated for stabilising the economy and restoring market confidence at the Politburo meeting, which should boost sentiment for stocks with Chinese exposure. Find out the names that could benefit.
https://go.dbs.com/3ZLmgCU
🙇 JPY and KRW were the weakest currencies overnight
The JPY fell to 151.21 per USD, its worst level since 28 November. USD/JPY has been capped by its 50-day moving average, while JPY bulls are cautious about tomorrow’s US CPI data. Meanwhile, the prospect of a prolonged political crisis in South Korea weakened the KRW to 1431 per USD, nearing October 2022 low. Find out what we're watching next.
https://go.dbs.com/41qljRC
Maybank IBG Hong Kong - Dim Sum Daily (10 Dec 2024)
1️⃣ The Hong Kong market advanced by 2.7% as investment sentiment was lifted after China’s Politburo promised 'proactive' measures to bolster domestic demand in 2025. The Hang Seng Index rose by 548pts to 20,414pts, on a turnover of HKD206.5 billion
2️⃣ Attention has turned to this week's Central Economic Work Conference in China for more clues on fiscal stimulus (details in the image above)
Trade Your Way Forward. Simple, Smart and Seamlessly.
#MaybankIBGResearch
#MaybankIBGDimSum
⌨️ Stock of The Week: Grand Venture Technology (SGX: JLB)
- GVT provides solutions and services for the manufacture of ultra-precision machining, sheet metal components and complex mechatronics modules.
- GVT is collaborating with major tech companies on solutions for next generation accelerators that are essential for AI application, and has been expanding its front-end semiconductor customer base with a new facility in Penang, Malaysia, positioning it for industry growth and demand recovery.
- GVT's revenue rose by 35.8% from S$82.4m in 9MFY23 to S$111.9m in 9MFY24 with growth across all key businesses, most prominently in the semiconductor segment with a YoY revenue growth of 50.8%. According to Refinitiv, GVT commands a healthy valuation with a P/E close to 30x, and the stock has doubled its share price since listing in Jan19.
*All data as of 9 Dec 2024
➡️ For more information on Grand Venture Technology, visit bit.ly/4ioNQ02
Gold hovers near two-week peak as focus shifts to US inflation data
https://www.businesstimes.com.sg/companies-markets/energy-commodities/gold-hovers-near-two-week-peak-focus-shifts-us-inflation-data
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/
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
Portfolio & Dividend Update : 3rd Qtr 2023
https://stestocksinvestingjourney.blogspot.com/2023/09/portfolio-dividend-update-3rd-qtr-2023.html
China makeup mogul nears billionaire status with Hong Kong IPO
https://www.straitstimes.com/business/companies-markets/china-makeup-mogul-nears-billionaire-status-with-hong-kong-ipo
Nippon Steel makes final push to win over US workers
Read: https://link.theedgesingapore.com/SfMaSQn8Dpy3yu6C8
Follow us on: @theedgesg
Reliance Industries seeks up to US$3 billion loan for refinancing
https://www.businesstimes.com.sg/companies-markets/reliance-industries-seeks-us3-billion-loan-refinancing
Maybank IBG Traders’ Almanac
(10 Dec 2024) - KLCI dragged down by utilities heavyweights
For the full report, stock ideas, and market flows, access Market Insight on Maybank Trade on Apple Store and Google Play.
#MaybankIBGResearch
#MaybankIBGTA
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