Research Reports : 16th October 2018

***Reports Highlights***
1) Keppel REIT : A bit of near-term hiccup

2) Singapore Press Holdings : Playing monopoly deal

3) Property Devt & Invt : Better Sep sales

4) Top pick for the day : AUDNZD 

5) Keppel REIT : “Steady pom pipi” (Steady as she goes)

6) Market Snapshot : Investors eye a growing list of global concerns

7) Equity Strategy
US, China stocks offer value after pullback

8) Singapore Press Holdings : Cut in income is the outcome

9) Viva Industrial Trust : Payment of Scheme consideration expected to be tomorrow

10) REITS : Still a Better Place Amidst Uncertainties

11) Keppel REIT - 3Q18: Steady Momentum In Singapore Office Segment

12) Singapore Press Holdings - 4QFY18: Finding An Earnings Bottom

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Research Reports : 15th October 2018

***Reports Highlights***
1) JB Foods : From bean to bar

2) Economics Update : MAS monetary policy review

3) Top pick for the day : UK’s FTSE 100

4) Stock To Watch
Hi-P International : Lowers guidance for 3Q18

5) Market Snapshot : Stocks see minor bounce back but trade war woes linger

6) Economics & Strategy Weekly : An unhealthy correction - The market correction is unlikely to force the Fed’s hand

7) Chart of the Week : Real rates in some Asian countries have room to rise, except China

8) Global ETF Strategy : Weekly Global ETF Commentary

9) Stock To Watch  
Hi-P International : Lowers Guidance Again

10) Global Markets Daily : MAS Tightens… A Little

11) Global Markets Daily : Europe In Focus

12) Stock To Watch
Hotel Properties Limited - A “new” GO candidate?

13) Trending Sector
Plantation – Malaysia : Extended Recovery From 2015 El Nino; Should Normalise In 2019

14) Oversea-Chinese Banking Corporation : 3Q18 Results Preview: Growth From Developed Markets

15) Portfolio Strategy
EM Strategy Views : Back to the lows, 5 Questions on the Equity-centric Sell-off

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Research Reports : 12th October 2018

***Reports Highlights***
1) SPH REIT : Improving gradually

2) Asia Pacific Strategy - Alpha Edge: S&P 500 breaks support

3) Top pick for the day : S&P500

4) SPH REIT : Sending brighter signals

5) Stock To Watch
Yangzijiang Shipbuilding : Marching into LNG space with Mitsui

6) Singapore Retail REITs : Jewel of the East reaches new leasing milestone 

7) Trending Sector
Regional plantation companies : Exports rebound in September

8) Market Snapshot : Equity markets plunge as massive selloff continues

9)  Global Markets Daily : Tremors in the Equity Markets

10) SPH REIT : Stabilising metrics; revitalising The Rail Mall

11) Trading Ideas
Quantitative Alerts (Singapore): Active Stocks (10 Oct 2018)

12) Singapore Coal Monthly : Prepare for higher coal demand in winter

13) Singapore : Growth Lower In 3Q18 But MAS Tightens

14) Banks : MAS Tightens, But NIM Will Still Widen

15) Memtech International : Continued Drag From High Raw Material Costs

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Research Reports : 11th October 2018

***Reports Highlights***
1) Stock To Watch
ComfortDelGro : Should Go-Jek warrant concerns?

2) Top pick for the day : Corn

3) Market view update - STI 3300 view invalidated, next support 3038

4) Trending Sector
Regional plantation companies : Bottoming out, poised for rebound

5) Market Snapshot : S&P 500 marks biggest tumble since February

6) FX Tactical - USD/JPY : Goes on the defense and steps back into the tent

7) Equity Strategy
Volatility reawakens, opportunities open up

8) Trending Sector
Regional Plantations : Sustained demand is key

9)  NetLink NBN Trust - A shelter in times of trouble

10) Equity Strategy
Singapore Market Strategy - What to buy after this morning…

11) Trading Ideas
Quantitative Alerts (Singapore): Active Stocks (10 Oct 2018)

11) Stock To Watch
CSE Global : Solutions For a Secure Future; Initiate BUY

12) Stock To Watch
ComfortDelGro Corporation : All Quiet On The Taxi Front

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Research Reports : 10th October 2018

***Reports Highlights***
1) REIT : Minimal impact from Newstead liquidation

2) Top pick for the day : South Korea’s KOSPI

3) Stock To Watch
IHH Healthcare : Step-by-step

4) Residential Property : Property cooling measures continue to weigh on condominium resale market

5) Market Snapshot : A rebound in US tech fails to lift the equity market

6) European Equities Strategy
Europe Equities 4Q18 : Headwinds to persist

7) FX Tactical - XAG/USD : There is still room for decline

8) Asian Pay Television Trust : Still In Adjustment Period

9)  SG Hospitality - 3Q earnings preview

10) Trading Ideas
Quantitative Alerts (Singapore): Active Stocks (10 Oct 2018)

11) Monthly Technical Regional Indices Watch

12) Singapore Telecommunications : Harnessing The Cohesive Strength Of Regional Mobile Associates

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Research Reports : 9th October 2018

***Reports Highlights***
1) IHH Healthcare Bhd : Acquiring another 30% in Acibadem

2) Top pick for the day : CNY vs. MYR

3) Global ETF Strategy : Weekly Global ETF Commentary

4) Equity Strategy | Forex | Macro Strategy
US Economy 4Q18 : Trade war blues

5)  Forex | Macro Strategy
SGD Policy : Play it again, MAS

6) Market Snapshot : China markets tumble; Italy’s budget dilemma continues

7) Market View Update : STI 3300 view intact so long as current pullback holds above 3160 

8) Equity Strategy | Technical Analysis
Regional Traders’ Almanac - FTSE ASEAN 40 Index : Downward Bias

9)  Mapletree Logistics Trust : Consolidating its stronghold in Singapore

10) Trading Ideas
Quantitative Alerts (Singapore): Active Stocks (9 Oct 2018 )

11) Singapore Stocks : Dividend Yield Monitor

12) Sembcorp Industries : The Curious Case Of India’s High Spot Prices

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Research Reports : 8th October 2018

***Reports Highlights***
1) Conglomerate : 3Q18 happenings and results preview 

2) Top pick for the day : Hong Kong Hang Seng Index

3) Regional Oil and Gas : Will oil price rally continue?

4) Market Snapshot : Rout in tech shares roils global markets

5) FX Tactical - AUD/USD : Still under the cosh

6) Equity Strategy 
Chart of the Week : Why Libor has not moved despite Fed rate hikes

7) Stock To Watch
CSE Global : Turnaround as industry fundamentals improve; offering attractive 6% dividend yield

8) Equity Strategy | Forex | Macro Strategy 
Global Markets Daily : PBoC Eases But Keeps RMB Stable

9)  Forex | Macro Strategy 
ASEAN X Macro : Bonding over RMB’s Rise as a Reserve Currency

10) Equity Strategy
Singapore Market Strategy : Corporate actions heating up

11) Trading Ideas
Quantitative Alerts (Singapore) : Active Stocks

12) Dairy Farm : Slow Route To Recovery; Prefer Sheng Siong

13) Plantation – Regional : Investors’ Interest Is Picking Up

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Research Reports : 5th October 2018

***Reports Highlights***
1) Stock To Watch 
Jumbo Group Limited : In rapid regional expansion mode

2) Top pick for the day : Bursa Malaysia Small Cap Index

3) Regional Banks and Property : Impact of interest rate hikes

4) Market Snapshot : Stocks slide following US Treasury selloff

5) FX Tactical - USD/CHF: Cooling ahead of parity test

6) Equity Strategy | Oil & Gas
Economics & Strategy Weekly : How will Asia cope with $100 oil?

7) Equity Strategy | China
Asset Allocation 4Q18 : Engage risk assets; China offers value

8) Equity Strategy | Forex | Macro Strategy 
Global Markets Daily : “Powelling” the Dollar Higher

9) Equity Strategy | Forex | Macro Strategy 
Global Markets Daily : Focus Today on RBI and US Payrolls

10) Trading Ideas
Quantitative Alerts (Singapore) : Active Stocks

11) Stock To Watch
Vividthree Holdings : Transforming Into A Scalable Content Producer

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