- For May 25, we add Sheng Siong and Centurion to our Singapore alpha picks portfolio and remove China Sunsine, CSE Global, Yangzijiang Shipbuilding.
Market review.
- - Read this at SGinvestors.io -
- - Read this at SGinvestors.io -
Strong performance.
- Our Singapore Stock Alpha Picks (April 2025) portfolio outperformed in Apr 25, dropping slightly by 0.8% m-o-m on an equal-weighted basis and beating the STI by 2.7ppt. Furthermore, on a market cap-weighted basis, our Alpha Picks portfolio fell by 2.1% m-o-m but still beat the STI by a decent 1.4ppt.
- With seven stocks in our portfolio being non-index stocks, we believe we are well positioned for MAS’ S$5b capital injection.
Broad-based outperformance.
- Read more at SGinvestors.io.