Singapore Investment Strategy - RHB Invest 2024-08-30: Stay Yield Focus

Singapore Investment Strategy - Stay Yield Focus

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Singapore Investment Strategy - RHB Investment Research | SGinvestors.ioVenture Corp (SGX:V03)
  • With interest rate cuts around the corner and economic growth remaining robust, we think it is time to position more aggressively in the REITs sector.

Stay invested; start looking for yields.

  • Beyond REITs, investors should also look for high yields in companies (including banks) offering earnings/dividend sustainability or growth. Singapore banks have delivered year-to-date strong share price returns and we now view them more as yield rather than growth stocks.
  • - Read this at SGinvestors.io -

1H24 results – a mixed bag.

  • Within our coverage universe, better-than-expected results came from the financial sector, where DBS (SGX:D05), OCBC (SGX:O39) and SGX (SGX:S68) reported earnings that were higher than our estimates.
  • - Read this at SGinvestors.io -
  • Reported earnings for some consumer, plantation, and real estate companies as well as DPU for most REITs came in below our expectations.

Turning positive on Singapore’s manufacturing landscape

  • Read more at SGinvestors.io.





Vijay Natarajan RHB Securities Research | https://www.rhbgroup.com/ 2024-08-30



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