Research Reports : 14th December 2018

***Reports Highlights***
1) Top pick for the day : FBMKLCI Index

2) Roxy-Pacific Holdings : The “Grinch” who stole Roxy’s Xmas

3) Market Snapshot : The spectre of trade war still looms over markets

4) Equity Strategy
DBS Flash : Effective link between tariffs and CNY

5) Equity Strategy
Regional Steel & Metal : 2019 outlook: Bridge for troubled waters

6) Forex | Macro Strategy
Global Markets Daily : Cautious Mood

7) Equity Strategy
Singapore Strategy 2019 : Buy Selectively & Stay Defensive!

8) Sector To Watch
Singapore Banking - Goodbye 2018, Welcome 2019

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Research Reports : 13th December 2018

***Reports Highlights***
1) Top pick for the day : Soybean Oil

2) Jumbo Group Limited : New JUMBO Seafood at ION

3) Market Snapshot : Markets catch a break and bounce back

4) Equity Strategy
Investment Theme II : China Technology

5) Equity Strategy
Investment Theme I : China Financials

6) Equity Strategy
Alternatives: Gold - Finding the trough

7) Equity Strategy
Dollar strength stays intact

8) Sector To Watch
Regional Plantations : 2019, a year of price recovery"

9) Global Markets Daily : Relief For AXJs As Trade Tensions Ease

10) Global Markets Daily : Eyes On BSP & ECB Meetings

11) Stock To Watch
First REIT : Not quite out of the woods

12) Singapore Shipyards : Borr Needs A Faster Recovery To Pay Back On Time

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Research Reports : 12th December 2018

***Reports Highlights***
1) Top pick for the day : FTSE MIB Index

2) City Developments : A white Christmas for City Dev

3) Market Snapshot : Stocks see sharp moves for a second day

4) Stock To Watch
Japfa Ltd : On a high protein diet

5) Singapore : Resilience Despite External Uncertainty

6) Sunningdale Tech : Windfall From Property Disposal In China

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Research Reports : 11th December 2018

***Reports Highlights***
1) Forex | Equity Strategy | Macro Strategy
DBS Annual Chartbook : 2019 in 64 charts

2) Top pick for the day : EURNZD

3) Regional Oil and Gas : OPEC agrees on bigger-than-expected cut

4) Starhill Global REIT : Nearing bottom

5) UOL Group : A warm Christmas for UOL

6) Forex | Macro Strategy
Chart of the Week : While the US is slowing, Europe is slowing faster

7) Market Snapshot : The week starts with gut-wrenching volatility

8) Forex | Macro Strategy
Global Markets Daily : Deadlines

9) Forex | Macro Strategy
Global Markets Daily : No Go On Brexit Vote

10) Regional Plantations : Stockpile at new record high of 3m MT

11) Sector To Watch
REITs : Thai Investor Meetings Feedback; Keep OVERWEIGHT

12) HC Surgical Specialists : In Search Of Cure And Comfort

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Research Reports : 10th December 2018

***Reports Highlights***
1) Forex| Equity Strategy | Macro Strategy | Technical Analysis
U.S. Year Ahead 2019 : Stocks for Every Strategy

2) Forex| Equity Strategy | Macro Strategy | Technical Analysis
Investment Outlook 2019 : An extended cycle

3) Equity Strategy | Macro Strategy 
The Coming Youth Boom : When Generations Y & Z Combine

3) Top pick for the day : Taiwan’s TWSE

4) Market Snapshot : Trade war remains at the fore of the market’s mind

5) Forex
FX Annual Outlook 2019 : Uncovering Gems in an Asymmetric World

6) Malaysia Oil & Gas : OPEC+ agrees to cut output but …

7) Forex | Macro Strategy
Global Markets Daily : USD, Oil Falters

8) Quantitative Alerts (Singapore): Active Stocks (10 Dec 2018)

9) Sector To Watch
Telecom Sector - Dialing up the heat

10) Japan Foods : MOU Sets The Stage For Geographical Expansion

11) Wilmar : Diversified Portfolio Mitigates Lower CPO Prices

12) Bumitama Agri : Lowering CPO Prices; Downgrade To NEUTRAL

13) Equity Strategy
Singapore Strategy : Winners And Losers For 2018 And What To Expect For 2019

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Research Reports : 7th December 2018

***Reports Highlights***
1) Top pick for the day : Shanghai Composite Index

2) CapitaLand Mall Trust : The stars are aligned

3) AIMS AMP Capital Industrial REIT : A new chapter

4) Mapletree Logistics Trust : The leader of the pack

5) Keppel-KBS US REIT : Once in a blue moon opportunity

6) Economics & Strategy Weekly : Five ways Asia can decouple from a slowing US

9) Market Snapshot : Wall Street sees a loss but it feels like a win

10) Winter is not coming – yet

11) Global Markets Daily : Risk Appetite Slips

12) Global Markets Daily : Equity Sell-Off Weighs On AXJs

13) Quantitative Alerts (Singapore): Active Stocks (7 Dec 2018)

14) Singapore Property : Thoughtful Choices

15) Singapore Property – Hit the brakes

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Research Reports : 6th December 2018

***Reports Highlights***
1) Forex | Equity Strategy | Macro Strategy
Global outlook Q1 2019: Synchronised slowdown

2) Singapore Strategy 2019 : Need retail therapy? Buy Local!

3) Top pick for the day : Gold

4) Keppel DC REIT : On cloud nine

5) Equity Strategy
Singapore Model Portfolio monthly review – Add Ascendas India Trust, remove Wilmar International

6) Market Snapshot : Stocks fall again after Wall Street selloff

7) SIA Engineering : Less Icarus, more Phoenix

8) Sector To Watch
Regional Plantations : Indonesia sets new threshold on palm oil export levy

9) Stock To Watch
Thai Beverage : Opportunity to buy on recent weakness due to disappointing results

10) Venture Corporation : Whispers From the Other Side

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Research Reports : 5th December 2018

***Reports Highlights***
1) EC World REIT : Unique e-commerce landlord

2) Top pick for the day : Japan’s Nikkei 225

3) IPO Watch
Medinex Limited : IPO Factsheet

4) Market Snapshot : Markets feel lied to as G-20 progress turns out murky

5) Forex | Macro Strategy
Global Markets Daily : 90-Day Ceasefire

6) Forex | Macro Strategy
Global Markets Daily : UST Yield Curve Inverts

7) Sector To Watch
Singapore Residential Sector - Tough love for a sustainable future

8) Quantitative Alerts (Singapore): Active Stocks (5 Dec 2018)

9) Stock To Watch
ComfortDelGro : Go-Jek To Start With Price Competition

10) Stock To Watch
Raffles Medical Group : Medical Fees Remain In The Pink Of Health

11) CapitaLand Limited: Proactive capital recycling to unlock value

12) UOL Group: The time to bottom-fish is now

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