- 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/.
Singapore Research UOB Kay Hian Research | https://research.uobkayhian.com/ 2024-12-09
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