- 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 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/ 2024-11-01
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