Singapore Stock Alpha Picks (Oct 2023) - UOB Kay Hian 2023-10-02: Adding MarcoPolo Marine, RH Petrogas; Removing Delfi, LHN & YZJ

Singapore Stock Alpha Picks (Oct 2023) - Adding MarcoPolo Marine, RH Petrogas; Removing Delfi, LHN & YZJ

Singapore Stock Alpha Picks - UOB Kay Hian Research | SGinvestors.ioRH PetroGas (SGX:T13) MARCO POLO MARINE LTD. (SGX:5LY)
  • Our Singapore Stock Alpha Picks (Sep 2023) portfolio overcame weak investor sentiment, beating the STI by 4.7ppt on a market cap-weighted basis and 0.4ppt on an equal-weighted basis in Sep 23, outperforming the STI in 17 out of the past 19 months.
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  • we remove Delfi and LHN due to a lack of near-term catalysts, and Yangzijiang Shipbuilding as we expect a quiet period for new orders.

Market review.

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Strong beat of our Singapore Alpha Picks portfolio in September

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Above is the excerpt from report by UOB Kay Hian Research.
Clients of UOB Kay Hian may be the first to access the full report in PDF @

Singapore Research UOB Kay Hian Research | 2023-10-02

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