Strategy & Stock Picks 1Q2023 - Singapore Market
Get expert insights and stock picks for the coming new year with Strategy & Stock Picks 1Q2023! We have our research team from Phillip Securities Research with us today to cover the Singapore Market. In 2023, we expect global economic conditions to further slow down whilst interest rates continue to remain elevated. We propose to adopt a defensive equity strategy with a preference for REITs and re-opening themed stocks. REITs offer value from attractive yield and discounts to book value. Earnings growth from the re-opening of borders will continue into 2023 with upside potential from the return of travel by China. Strategy & Stock Picks is a quarterly event organised specially for investors to gain professional insights into the outlook of the SG, HK & CN, US, MY and TH stock markets. We hope that through this session, investors can better plan ahead and invest in companies that suit their investment strategies and goals. 2:00---Review of 2022 Performance 28:18--Technical Pulse 34:38--(Bank) Sector Trends 41:31--SREITs 51:42--Construction 55:55--Utilities 57:40--Air Transport 58:56--Land Transport 1:01:06--Property 1:03:02--Healthcare 1:08:41--Telco 1:11:11--Oil & Gas 1:12:38--Historical performance 1:13:32--DBS & OCBC 1:16:51--SGX 1:20:10--CapitaLand Ascott Trust 1:22:33--Prime US REIT 1:25:37--Keppel Corporation 1:27:50--BRC Asia 1:29:11--City Developments 1:31:42--Del Monte Pacific Ltd 1:33:48--ComfortDelgro 1:35:34--HRnetGroup 1:36:59--Conclusion 1:38:29--Q&A
Get expert insights and stock picks for the coming new year with Strategy & Stock Picks 1Q2023! We have our research team from Phillip Securities Research with us today to cover the Singapore Market. In 2023, we expect global economic conditions to further slow down whilst interest rates continue to remain elevated. We propose to adopt a defensive equity strategy with a preference for REITs and re-opening themed stocks. REITs offer value from attractive yield and discounts to book value. Earnings growth from the re-opening of borders will continue into 2023 with upside potential from the return of travel by China. Strategy & Stock Picks is a quarterly event organised specially for investors to gain professional insights into the outlook of the SG, HK & CN, US, MY and TH stock markets. We hope that through this session, investors can better plan ahead and invest in companies that suit their investment strategies and goals. 2:00---Review of 2022 Performance 28:18--Technical Pulse 34:38--(Bank) Sector Trends 41:31--SREITs 51:42--Construction 55:55--Utilities 57:40--Air Transport 58:56--Land Transport 1:01:06--Property 1:03:02--Healthcare 1:08:41--Telco 1:11:11--Oil & Gas 1:12:38--Historical performance 1:13:32--DBS & OCBC 1:16:51--SGX 1:20:10--CapitaLand Ascott Trust 1:22:33--Prime US REIT 1:25:37--Keppel Corporation 1:27:50--BRC Asia 1:29:11--City Developments 1:31:42--Del Monte Pacific Ltd 1:33:48--ComfortDelgro 1:35:34--HRnetGroup 1:36:59--Conclusion 1:38:29--Q&A