- 2022 was bad, it also had silver linings – For many investors, 2022 was an annus horribilis. Dislocations brought about by invasion, interest rates and inflation drove volatility and torpedoed valuations.
- Nevertheless, underneath these headlines there were notable positive developments that promise to drive long-term earnings and valuations higher. These largely fell into three categories:
- - Read this at SGinvestors.io -
- reorganization amidst deglobalisation; and
- constructive policy shifts.
- In the long term, we believe the following SG stocks could be key beneficiaries from these trends.
- AEM (SGX:AWX),
- Bumitama Agri (SGX:P8Z),
- ComfortDelGro (SGX:C52),
- - Read this at SGinvestors.io -
- DBS (SGX:D05),
- Frasers Centrepoint Trust (SGX:J69U),
- First Resources (SGX:EB5),
- Raffles Medical (SGX:BSL),
- Sembcorp Industries (SGX:U96),
- SingTel (SGX:Z74),
- ST Engineering (SGX:S63),
- UMS (SGX:558),
- Venture Corp (SGX:V03).
Pivotal developments through the year of 2022…
- Read more at SGinvestors.io.
Above is the excerpt from report by Maybank Research.
Clients of Maybank Securities may be the first to access the full report in PDF @ https://www.ketrade.com.sg/.
Thilan Wickramasinghe Maybank Research | Eric Ong Maybank Research | Kelvin Tan Maybank Research | https://www.maybank-ke.com.sg/ 2022-12-14
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