- Our advice for investors in 3Q24 is to buy into companies based on these investment themes:
- Companies undergoing restructuring or laggard plays with improving earnings outlook;
- selective exposure to office and hospitality REITs, balanced with positions in industrial REITs, before switching to more cyclical names once there is clarity on interest rate cuts;
- - Read this at SGinvestors.io -
- buy global industrials, banks with ASEAN exposure, and defensive stocks if Donald Trump becomes US president again; and
- bottom-up opportunities in the small-cap space.
Restructuring/laggard plays with improving earnings outlook
- Re-rating/restructuring plays include ComfortDelGro (SGX:C52), SingTel (SGX:Z74). Outside of our coverage universe, we see similar opportunities in Keppel (SGX:BN4), SATS (SGX:S58) and SingPost (SGX:S08).
- - Read this at SGinvestors.io -
ComfortDelGro (SGX:C52).
- Read more at SGinvestors.io.
Shekhar Jaiswal RHB Securities Research | https://www.rhbgroup.com/ 2024-07-25
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