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A place for the Singapore investment community to share information, research and updates.
REIT Posts of the Week @ 7 December 2024
https://www.reit-tirement.com/2024/12/reit-posts-of-week-7-december-2024.html
🏙️ Singapore REITs Outlook: What's ahead for 2025
Date/Time: 8 Jan 2025 (Wed), 7:00pm
Venue: SGX Auditorium
Are you wondering how REITs would perform in the year ahead? Join us for an exclusive seminar to delve into the effects of recent interest rate cuts on REITs, borrowing costs, yields, and valuations. Gain valuable insights on navigating these changes and optimizing your REIT investments, and discover strategies to leverage opportunities and enhance your investments in an evolving interest-rate environment.
➡️ Secure your seat to stay ahead in the dynamic world of REITs here: bit.ly/49qRaUt
[PREMIUM CONTENT] Maybank keeps Sembcorp at ‘buy’ with higher TP following agreement to import renewable energy from Malaysia
Read: https://link.theedgesingapore.com/M4PpsC77pgsqQYMe8
Download our app: edgesg.link/appdl
Morning update ⏰
🛍️ Global Retail Stocks: Potential beneficiaries amid uneven holiday sales
The US holiday season is coming in strong, with higher-than-expected shopper traffic and higher average spending. However, the effect on retailers appears to be uneven as consumers remain selective due to ongoing inflationary pressures. Which retail players do we favour for market share gains and stronger value-for-money positioning?
https://go.dbs.com/3Zpe61E
😓 AUD/USD pressured by RBA-Fed divergence
AUD/USD depreciated 1% to 0.6377, its lowest closing level this year. At this year’s final meeting, the Reserve Bank of Australia kept the cash rate target unchanged at 4.35%. However, it left the door open for a rate cut when it returns in February. AUD/USD was also weighed down by a potential Fed pause at its first meeting in January 2025. What are we expecting at next week's FOMC meeting?
https://go.dbs.com/41u2Vrk
US mulls new russia oil sanctions to weaken Putin ahead of Trump
https://www.businesstimes.com.sg/international/us-mulls-new-russia-oil-sanctions-weaken-putin-ahead-trump
Email feed
OIR Market Pulse (11 December 2024)
Yangzijiang Shipbuilding and Suntec REIT in focus: Weekly Review with SIAS
https://growbeansprout.com/weekly-market-review-9-dec-2024
CNBC Television (Youtube)
Lightning Round: Abbott Labs' legal trouble is largely behind it, says Jim Cramer
'Mad Money' host Jim Cramer weighs in on stock including: Occidental Petroleum, Cooper Companies, Energy Transfer, Eli Lilly, Abbott Labs, Kinder Morgan, and more.
Maybank IBG Hong Kong - Dim Sum Daily (11 Dec 2024)
1️⃣ The Hong Kong market corrected by 0.5%, as enthusiasm about China’s latest stimulus pledge faded. The Hang Seng Index fell by 102pts to 20,311pts, on a turnover of HKD247.5 billion.
2️⃣ Xiaomi (1810 HK)’s share price reached its 52-week high after the company announced a promising new models pipeline (details in the image above).
Trade Your Way Forward. Simple, Smart and Seamlessly.
#MaybankIBGResearch
#MaybankIBGDimSum
Trump taps Andrew Ferguson to replace Lina Khan as FTC Chair
Read: https://link.theedgesingapore.com/yn4pFo4mRYB7WaCw5
Follow us on: @theedgesg
Maybank IBG Traders’ Almanac
(11 Dec 2024) - KLCI declines, but sentiment improves
For the full report, stock ideas, and market flows, access Market Insight on Maybank Trade on Apple Store and Google Play.
#MaybankIBGResearch
#MaybankIBGTA
CNBC Television (Youtube)
Oracle and C3.ai both came into their earnings reports hot, says Jim Cramer
'Mad Money' host Jim Cramer talks the tale of two AI companies with C3.ai and Oracle.
Email feed
FW: [Maybank IBG Research] Today's Research
Singapore stocks open flat at Wednesday’s open
https://www.businesstimes.com.sg/companies-markets/singapore-stocks-open-flat-wednesdays-open
CNBC Television (Youtube)
Data centers and enterprise software stocks are the leaders of the market, says Jim Cramer
'Mad Money' host Jim Cramer talks what is behind recent market movement.
US Steel shares drop as Biden plans to block sale to Nippon Steel
Read: https://link.theedgesingapore.com/p5GL2nQteMgoD6RcA
Follow us on: @theedgesg
Club Med owner shares jump 83% after Hong Kong take-private offer
Read: https://link.theedgesingapore.com/sSetbctwGKSWK5fg9
Follow us on: @theedgesg
[PREMIUM CONTENT] Excitement about Willow, quantum computing sends Alphabet’s shares higher: Morningstar
Read: https://link.theedgesingapore.com/UdGBRMRh7VF2DqKQ7
Download our app: edgesg.link/appdl
Alaska Airlines sees US$1 billion jump in profit after merger with Hawaiian Airlines
https://www.businesstimes.com.sg/companies-markets/alaska-airlines-sees-us1-billion-jump-profit-after-merger-hawaiian-airlines
OpenAI CFO Friar says she trusts Musk to prioritize national interest
https://www.channelnewsasia.com/business/openai-cfo-sees-trump-ai-president-trusts-musk-prioritize-national-interest-4799651
Gold hits two-week high with spotlight on US inflation data
https://www.businesstimes.com.sg/companies-markets/energy-commodities/gold-hits-two-week-high-spotlight-us-inflation-data
Party City mulls second bankruptcy, just over a year after first
https://www.businesstimes.com.sg/companies-markets/consumer-healthcare/party-city-mulls-second-bankruptcy-just-over-year-after-first
Gold holds advance as traders count down to US inflation figures
Read: https://link.theedgesingapore.com/AxdBi1zLckcRJArX8
Follow us on: @theedgesg
Jun Yuan’s 2024 Year in Review
https://www.thesingaporeaninvestor.sg/2024/12/05/jun-yuans-2024-year-in-review/?utm_source=rss&utm_medium=rss&utm_campaign=jun-yuans-2024-year-in-review
Email feed
DBS VICKERS Daily Newsletter | 11 December 2024
Trump plans to nominate lawyer Mark Meador as FTC Commissioner
Read: https://link.theedgesingapore.com/xzx8NwmceKxyjTyp6
Follow us on: @theedgesg
CNBC Television (Youtube)
Jim Cramer talks the recent fall of enterprise software stocks
'Mad Money' host Jim Cramer talks what is behind recent market movement.
SpaceX share sale values company at about US$350 billion
https://www.businesstimes.com.sg/companies-markets/transport-logistics/spacex-share-sale-values-company-about-us350-billion
Top Stories, 11 December 2024
*1. Stock futures are little changed as investors brace for key inflation data: Live updates*
https://www.kgieworld.sg/research/6plv
*2. Trade COMEX Gold futures and options contracts for a globally relevant, liquid financial instrument to help you hedge against inflation.*
Find out more:
https://www.kgieworld.sg/research/CME_Gold
*3. As China’s trade slows, Trump’s tariffs loom, analysts urge domestic growth focus*
https://www.kgieworld.sg/research/0mgd
*4. China ready to go deeper into debt to counter Trump's tariffs*
https://www.kgieworld.sg/research/uiql
*5. Oil prices rise on China stimulus, possible tight supply in Europe*
https://www.kgieworld.sg/research/mqzx
*6. EUR/USD retests 1.05 ahead of US CPI inflation, ECB rate call in the barrel*
https://www.kgieworld.sg/research/ge2s
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❌ Trading Halt: AXIATA
Trading in AXIATA shares and AXIATA-C1C Call Warrant has been suspended today (11th December 2024). There will be no market making for the Call Warrant for the moment.
For more info, please visit Bursa Malaysia’s website.