- We highlight 14 Singapore stocks that have meaningful revenue exposure to China should these stimulus measures prove to be a game-changer.
- Our top Singapore stock picks for 2H24 remain CapitaLand Investment (SGX:9CI), Genting Singapore (SGX:G13), Keppel (SGX:BN4), Mapletree Industrial Trust (SGX:ME8U), OCBC (SGX:O39), Sembcorp (SGX:U96), ST Engineering (SGX:S63), Venture Corp (SGX:V03) and Yangzijiang (SGX:BS6).
The Great Wall of Stimulus.
- - Read this at SGinvestors.io -
- help local governments tackle debt.
- As a result of these stronger-than-expected measures, the currency and stock markets rallied with the CSI300 and the Hang Seng Index jumping 15.7% and 13.0% respectively last week, and 8.5% and 2.4% yesterday.
Key data to look out for in the near to medium term.
- 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/.
Adrian LOH UOB Kay Hian Research | Singapore Research Team UOB Kay Hian | https://research.uobkayhian.com/ 2024-10-01
More views on Singapore stock market outlook & investment strategy:
Analysts Say Analyst Reports on Singapore Stock Strategy
Latest research on Singapore stocks @
Analysts Say Stocks & REITs Research Reports
Analysts Say Sector / Industry Research Reports
Latest Stock Ratings & Price Targets @
Analysts Say Price Targets & Stock Ratings Changes
Analysts Say Consensus Target Prices
