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A place for the Singapore investment community to share information, research and updates.
Amazon donating $1 million to Trump inaugural fund, to air event on Prime Video
https://www.channelnewsasia.com/business/amazon-donating-1-million-trump-inaugural-fund-air-event-prime-video-4804706
Elon Musk says SpaceX headquarters to be in Starbase, Texas
https://www.straitstimes.com/business/companies-markets/elon-musk-says-spacex-headquarters-to-be-in-starbase-texas
Japan business mood improves slightly, global risks cloud outlook
https://www.channelnewsasia.com/business/japan-business-mood-improves-slightly-global-risks-cloud-outlook-4804426
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
Elon Musk says SpaceX headquarters to be in Starbase, Texas
https://www.channelnewsasia.com/business/elon-musk-says-spacex-headquarters-be-starbase-texas-4804571
Costco has dealt with tariffs before and upcoming ones will not be an issue: Analyst
https://www.cnbc.com/video/2024/12/13/costco-can-cope-with-higher-tariffs.html
Singapore REITs Monthly Update (October 12th, 2024)
https://mystocksinvesting.com/singapore-reits/singapore-reits-monthly-update-october-12th-2024/
Australia’s Biggest IPO Since 2018 Off to Mixed Start in Trading Debut
Read: https://link.theedgesingapore.com/HKGnrmHaySJVbxFv5
Follow us on: @theedgesg
Musk says SpaceX headquarters to be in Starbase, Texas
https://www.channelnewsasia.com/business/musk-says-spacex-headquarters-be-starbase-texas-4804571
Maybank IBG Hong Kong - Dim Sum Daily (13 Dec 2024)
1️⃣ The Hong Kong market advanced by 1.2% as investors anticipate stronger stimulus measures from an ongoing key policy meeting. The Hang Seng Index rose 242pts to 20,397pts, on a turnover of HKD157.7 billion.
2️⃣ Yesterday, China's consumption sector outperformed the market after a report highlighted more cities launching a new round of voucher programmes (details in the image above)
Trade Your Way Forward. Simple, Smart and Seamlessly.
#MaybankIBGResearch
#MaybankIBGDimSum
Singapore shares fall at Friday’s open; STI down 0.2%
https://www.businesstimes.com.sg/companies-markets/singapore-shares-fall-fridays-open-sti-down-0-2
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OIR Amazon.com Inc (AMZN US) - Positive momentum to continue in 2025
Broadcom shares jump after chipmaker predicts AI sales surge
https://www.straitstimes.com/business/companies-markets/broadcom-shares-jump-after-chipmaker-predicts-ai-sales-surge
TRADING IDEAS: 🇭🇰 HONG KONG
13 December 2024
🏭 Sands China Ltd (1928 HK): Tourism recovery
BUY Entry – 21.5 Target 24.5 Stop Loss – 20.0
💠 Goldwind Science & Technology Co Ltd. (2208 HK): Spurring investments into renewable energy
BUY Entry – 7.0 Target 8.0 Stop Loss – 6.5
➡️ Read More: https://www.kgieworld.sg/research/dec13hk24
@kgisg
Growing demand for collagen products in Asia, thanks to ‘healthspan’ consumers
https://www.straitstimes.com/business/companies-markets/growing-demand-for-collagen-products-in-asia-thanks-to-healthspan-consumers
[PREMIUM CONTENT] Brokers’ Digest: Bumitama Agri, Oiltek, ST Engineering, SGX, Suntec REIT, Kimly, SingPost, PropNex, Raffles Medical
Read: https://link.theedgesingapore.com/wb1SucoSyYkY9kQ89
Download our app: edgesg.link/appdl
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OIR Market Pulse (13 December 2024)
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
Morning update ⏰
🏢 Office S-REITs: Oversupply concerns overstated?
Initial concerns that the approximately 2mn sqft of new office supply in Singapore will hurt rents were unfounded, as majority of new spaces were taken up with minimal disruptions. Core CBD office rents could spring a surprise upturn in 2025. Find out why and which name stands out?
https://go.dbs.com/3ZSkXlu
👩💻 Adobe Inc: FY25F guidance slightly below consensus due to slow AI monetisation
Revenue increased 11% y/y in 4Q24, in line with consensus, while Digital Media revenue increased by 12% y/y. Management guides a 9% y/y increase in revenue in 1Q25F, below consensus estimate of 10%, suggesting slow AI monetisation. What are the potential catalysts ahead?
https://go.dbs.com/3VxY6JF
Broadcom's AI story is driving its stock prices: Strategist
https://www.cnbc.com/video/2024/12/13/eric-ross.html
Too soon to say inflation will accelerate during Trump's second term: Strategist
https://www.cnbc.com/video/2024/12/13/too-soon-to-say-inflation-will-accelerate-during-trumps-second-term.html
Unlock Tax Savings with the Supplementary Retirement Scheme (SRS) in Singapore
https://growbeansprout.com/srs-supplementary-retirement-scheme-tax-savings
[PREMIUM CONTENT] Panin Bank acquisition impact for OCBC and DBS could be smaller on uncertainties surrounding Gunawan family’s plans:
Read: https://link.theedgesingapore.com/bn5ZAxaRMZczc1iz8
Download our app: edgesg.link/appdl
📢 Year End Announcement
Dear Subscribers,
Thank you for your showing your support to our Maybank Trade Telegram channel. Kindly be informed that our final posting for this year will be as follows:
🇲🇾 Kopi-O & Traders' Almanac: 16 December 2024
🇭🇰 Dim Sum Daily: 13 December 2024
Publication will resume on 2 January 2025. We would like to take this opportunity to wish everyone Happy Holidays, a Merry Christmas and a Happy New Year!
Sincerely,
Trade With Maybank Team
Logistics Focused REITs Comparison @ 8 December 2024
https://www.reit-tirement.com/2024/12/logistics-focused-reits-comparison-8.html
Maybank IBG Traders’ Almanac
(13 Dec 2024) - Market awaits details on China stimulus
For the full report, stock ideas, and market flows, access Market Insight on Maybank Trade on Apple Store and Google Play.
#MaybankIBGResearch
#MaybankIBGTA
TRADING IDEAS: 🇺🇸 UNITED STATES
13 December 2024
🏢 Home Depot Inc (HD US): Robust housing and related spending
BUY Entry – 420 Target – 460 Stop Loss – 400
🏭 Sprouts Farmers Market Inc (SFM US): Appeal to health-conscious consumers
BUY Entry – 150 Target – 170 Stop Loss – 140
➡️ Read More: https://www.kgieworld.sg/research/dec13us24
@kgisg
TRADING IDEAS: 🇸🇬 SINGAPORE
13 December 2024
🏢 Bumitama Agri Ltd (BAL SP): Palm oil demand to maintain
BUY Entry – 0.89 Target– 0.97 Stop Loss – 0.85
🏬 DBS Group Holdings Ltd (DBS SP): Visionary move
BUY Entry – 44 Target– 48 Stop Loss – 42
➡️ Read More: https://www.kgieworld.sg/research/dec13sg24
@kgisg