Singapore Stock Strategy - UOB Kay Hian 2024-12-09: Investment Themes For 1H25

• Continue from: Singapore Market Strategy - Opportunities Abound Despite Muted Earnings. As always, we believe that investors should focus on stocks that have revenue certainty over the next 6-12 months and trade at reasonable valuations while being underpinned by decent yield protection (i.e. >5% dividend yield).
• - Read this at SGinvestors.io -
• All Cashed Up
• Laggard Plays
• Small-Mid Caps
• Technology

1H25 Singapore Stock Investment Themes

Revenue Certainty

• - Read this at SGinvestors.io -
• OCBC (SGX:O39)
• Mapletree Industrial Trust (SGX:ME8U)
• ST Engineering (SGX:S63)
• Sembcorp (SGX:U96)
• SingTel (SGX:Z74)
• Yangzijiang (SGX:BS6)

All Cashed Up

• 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/.

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