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A place for the Singapore investment community to share information, research and updates.
Scaling up healthcare in the face of a labor & resource crunch
https://www.cnbc.com/video/2024/12/13/scaling-up-healthcare-in-the-face-of-a-labor-resource-crunch.html
Tenstorrent, Hyundai-backed BOS unveil automotive AI chips
https://www.channelnewsasia.com/business/tenstorrent-hyundai-backed-bos-unveil-automotive-ai-chips-4804656
Industrial REITs Comparison - Part 1 @ 3 December 2024
https://www.reit-tirement.com/2024/12/industrial-reits-comparison-part-1-3.html
5 Asian business titans who died in 2024, and created giant legacies
https://www.businesstimes.com.sg/companies-markets/5-asian-business-titans-who-died-2024-and-created-giant-legacies
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
Email feed
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
BOJ to skip rate hike in December, majority of economists say: Reuters poll
https://www.channelnewsasia.com/business/boj-skip-rate-hike-december-majority-economists-say-reuters-poll-4804761
Analysis:BOJ's rate hike plans clouded by small firms' wage woes
https://www.channelnewsasia.com/business/analysisbojs-rate-hike-plans-clouded-small-firms-wage-woes-4804756
Industrial REITs Comparison - Part 2 @ 5 December 2024
https://www.reit-tirement.com/2024/12/industrial-reits-comparison-part-2-5.html
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