- 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 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/ 2024-12-09
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