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

• 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.
• - Read this at SGinvestors.io -
• 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.

• - Read this at SGinvestors.io -

Strong beat of our Singapore Alpha Picks portfolio in September

• Read more at SGinvestors.io.

Above is an excerpt from a report by UOB Kay Hian Research.
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