- For Nov 24, we add Marco Polo Marine (SGX:5LY) into our Alpha Picks portfolio as we reckon that the company would benefit from higher charter rates and limited vessel supply.
Market review.
- - Read this at SGinvestors.io -
Solid Beat For Oct 24
- Despite the STI’s negative performance in Oct 24, our Singapore Stock Alpha Picks (October 2024) outperformed the STI by 1.1ppt, rising 0.4% m-o-m on an equal-weighted basis. The outperformance was driven by Singapore Post, Civmec and DFI Retail Group while Frencken, CapitaLand Investment and Sembcorp Industries underperformed.
- - Read this at SGinvestors.io -
Top performers & under-performers
- Read more at SGinvestors.io.
Above is an excerpt from a report by UOB Kay Hian Research.
Clients of UOB Kay Hian may be the first to access the full PDF report @ https://www.utrade.com.sg/.
Singapore Research UOB Kay Hian Research | https://research.uobkayhian.com/ 2024-11-01
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