Venture Corporation

UOL Group Ltd

Wilmar International

DBS Group Holdings Ltd

Mapletree Industrial Trust

Alibaba Group

Adobe Inc.

Mapletree Logistics Trust

HSBC

Salesforce.com Inc

Singapore Strategy – Recovery will favour SG stocks

Our quarter-by-quarter market strategy reports in 2020 were able to effectively match and capture market actions, but we believe that the global economic recovery is going to be largely uneven across different markets...

Singapore REITs – Volatility expected given bond yields spike

Low correlation between S-REITs’ share price performance and Singapore government 10-year bond yield, but sudden spikes can bring about volatility

Asia Real Estate – Hitting the reset button

Challenges galore in 2020, but 2021 promises to be better

Singapore Banks – Proposed guidelines for a green transition

US Technology Sector – Let’s get cyclical

Reflationary theme ahead

Aviation – 2021: A year of recovery

Brighter outlook but losses likely to continue into 2021

Global Energy & Materials sectors – Riding on the reflation theme

Global Real Estate – Ideas to play the Blue Wave

Tailwinds to support the recovery in US real estate sector

Singapore Residential Sector – Ending 2020 on a high

URA flash estimates showed a 2.1% QoQ increase in private residential prices

Singapore Hospitality – Beneficiary of vaccine development

Hospitality REITs’ share price performances have been boosted by rapid vaccine progress from companies such as Pfizer and BioNTech, Moderna, and AstraZeneca and Oxford University's potential Covid-19 vaccine etc.

Weekly S-REITS Tracker