- 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 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 @ https://www.utrade.com.sg/.
Singapore Research UOB Kay Hian Research | https://research.uobkayhian.com/ 2023-10-02
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