UOB Kay Hian Malaysia (Official)
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UOB Kay Hian Investment Carnival 1H25
Singapore Market Outlook 1H25
Presenters:
* Adrian Loh, Head of Research, UOB Kay Hian Singapore
* John Cheong, Head of Small Mid Cap Research, UOB KayHian Singapore
* Heidi Mo, Research Analyst, UOB Kay Hian Singapore
* Jonathan Koh, Director, Singapore Research, UOB Kay Hian Singapore
* Roy Chen, Senior Equity Analyst, Research, UOB Kay Hian Singapore
Singapore Market Overview: Looking for Outperformance
With US Fed rate cuts behind us, and potentially more over the course of the next 12 months, we look at what could outperform in 2025.
Uncovering Hidden Gems of 2025
With ongoing geopolitical uncertainties and renewed concerns around rates remaining higher for longer, small/mid cap stocks offer the potential for long-term capital appreciation supported by strong profit growth. We highlight quality small/mid cap investment picks you may have missed, including a proxy play for data centres and an engineering services provider with a robust project pipeline.
Singapore Banks 1H25: The Trend Is Your Friend
Banks benefit from higher bond yields and growth within ASEAN. The re-election of Donald Trump has led to higher government bond yields as his policies are expected to cause higher inflation and a widening budget deficit. Nearer home, ASEAN economies are benefiting from the repositioning of supply chains, thus attracting more FDIs. Banks are refocusing on capital management post-implementation of Final Basel III Reforms. DBS has established a new share buyback programme of S$3b, whereby shares will be purchased in the open market and cancelled. UOB plans to return surplus capital of S$2.5b back to shareholders. OCBC will review its capital position at end-24 and might follow suit. Banks are attractive due to the brighter outlook for regional economies and their high recurrent dividend yield of 6%.
Singapore Aviation Sector Outlook 1H25
Business volume of Singapore aviation companies are expected to continue edging up or exceeding pre-pandemic levels in 1H25, amid challenges that may affect respective sub-segments. Overall, we see better opportunities in Aviation service names than airlines.
🗓️: Saturday, 11 January 2025
⏰: 8.30am – 1.00pm
Language: English
REGISTER HERE: https://bit.ly/SGMarketOutlook1H25
_
View Other Upcoming Events
👉https://www.utrade.com.my/public/banner_content/banner_id_528
___
#UOBKayHianEvents
#UOBKayHianMalaysia
#UOBKayHian
#UOBKayHianInvestmentCarnival
##
Singapore Market Outlook 1H25
Presenters:
* Adrian Loh, Head of Research, UOB Kay Hian Singapore
* John Cheong, Head of Small Mid Cap Research, UOB KayHian Singapore
* Heidi Mo, Research Analyst, UOB Kay Hian Singapore
* Jonathan Koh, Director, Singapore Research, UOB Kay Hian Singapore
* Roy Chen, Senior Equity Analyst, Research, UOB Kay Hian Singapore
Singapore Market Overview: Looking for Outperformance
With US Fed rate cuts behind us, and potentially more over the course of the next 12 months, we look at what could outperform in 2025.
Uncovering Hidden Gems of 2025
With ongoing geopolitical uncertainties and renewed concerns around rates remaining higher for longer, small/mid cap stocks offer the potential for long-term capital appreciation supported by strong profit growth. We highlight quality small/mid cap investment picks you may have missed, including a proxy play for data centres and an engineering services provider with a robust project pipeline.
Singapore Banks 1H25: The Trend Is Your Friend
Banks benefit from higher bond yields and growth within ASEAN. The re-election of Donald Trump has led to higher government bond yields as his policies are expected to cause higher inflation and a widening budget deficit. Nearer home, ASEAN economies are benefiting from the repositioning of supply chains, thus attracting more FDIs. Banks are refocusing on capital management post-implementation of Final Basel III Reforms. DBS has established a new share buyback programme of S$3b, whereby shares will be purchased in the open market and cancelled. UOB plans to return surplus capital of S$2.5b back to shareholders. OCBC will review its capital position at end-24 and might follow suit. Banks are attractive due to the brighter outlook for regional economies and their high recurrent dividend yield of 6%.
Singapore Aviation Sector Outlook 1H25
Business volume of Singapore aviation companies are expected to continue edging up or exceeding pre-pandemic levels in 1H25, amid challenges that may affect respective sub-segments. Overall, we see better opportunities in Aviation service names than airlines.
🗓️: Saturday, 11 January 2025
⏰: 8.30am – 1.00pm
Language: English
REGISTER HERE: https://bit.ly/SGMarketOutlook1H25
_
View Other Upcoming Events
👉https://www.utrade.com.my/public/banner_content/banner_id_528
___
#UOBKayHianEvents
#UOBKayHianMalaysia
#UOBKayHian
#UOBKayHianInvestmentCarnival
##
SGX Academy
Singapore Market Outlook - Looking for Outperformance - SGX Academy
SGX Academy - No information is available for this page.
Week Ahead: 13–17 January 2025
🔷The December 2024 non-farm payroll report, released on Friday, showed another rise and exceeded median analyst expectations.
🔷While this data underscores a healthy labour market, it also triggered market volatility, as investors had anticipated a weaker reading to increase the likelihood of a Federal Reserve rate cut.
🔷The stronger-than-expected figures reduce the probability of two rate cuts in 2025, as previously hoped.
🔷 This rebalancing of expectations weighed on sentiment but should ultimately provide a clearer foundation for the Federal Open Market Committee's (FOMC) decisions moving forward.
#UOBKayHian
#UOBKayHianMalaysia
#UTRADEMY
#UTRADE
#MohdSedekJantan
#BursaMalaysia
#FBMKLCIWeeklyOutlook
#FBMKLCI
🔷The December 2024 non-farm payroll report, released on Friday, showed another rise and exceeded median analyst expectations.
🔷While this data underscores a healthy labour market, it also triggered market volatility, as investors had anticipated a weaker reading to increase the likelihood of a Federal Reserve rate cut.
🔷The stronger-than-expected figures reduce the probability of two rate cuts in 2025, as previously hoped.
🔷 This rebalancing of expectations weighed on sentiment but should ultimately provide a clearer foundation for the Federal Open Market Committee's (FOMC) decisions moving forward.
#UOBKayHian
#UOBKayHianMalaysia
#UTRADEMY
#UTRADE
#MohdSedekJantan
#BursaMalaysia
#FBMKLCIWeeklyOutlook
#FBMKLCI
❤1
UOBKH Retail Market Monitor
13 January 2025
FBMKLCI: 1,602.41 (+1.60)
Support: 1,600, 1,589
Resistance: 1,630, 1,648
Bursa Top Gainers:
YTL (+1.2%), YTLPOWR (+1.2%), MAXIS (+1.1%)
Bursa Top Losers:
PETDAG (-3.0%), AXIATA (-1.7%), PPB (-1.6%)
Bursa Trade Statistics
Local Institutions (47.31%): RM15.00m
Local Retail (19.43%): RM51.00m
Foreign (33.26%): -RM66.00m
Global Equity Indexes
MSCI Asia : 177.87 (-1.57, -0.87%)
NASDAQ : 19,161.63 (-317.25, -1.63%)
S&P500 : 5,827.04 (-91.21, -1.54%)
DJIA : 41,938.45 (-696.75, -1.63%)
USD/MYR : 4.5180 (+0.015)
SGD/MYR : 3.2931 (+0.0046)
Crude Oil : $78.26 (+1.69)
Gold : $2,689.16 (-0.60)
US stocks were lower after the close on Friday, as losses in the financials, telecoms and technology sectors led shares lower. At the close in the NYSE, the DJIA declined 1.66% to hit a new one-month low, while the S&P 500 index declined 1.55%, and the NASDAQ Composite index lost 1.64%. Falling stocks outnumbered advancing ones on the NYSE by 2241 to 589 and 44 ended unchanged; on the Nasdaq Stock Exchange, 2,527 fell and 784 advanced, while 110 ended unchanged. (Source: Investing.com)
Stocks To Watch:
1) UUE (KLSE: 0310)
Technical BUY with +13.9% potential return
* Last: RM0.895 TP: RM0.965, RM1.02 SL: RM0.835
* Timeframe: 2 weeks to 2 months
* Shariah: YES
2) CLOUDPT (KLSE: 0277)
Technical BUY with +15.8% potential return
* Last: RM1.10 TP: RM1.28, RM1.34 SL: RM0.945
* Timeframe: 2 weeks to 2 months
* Shariah: YES
3) UNIQUE (KLSE: 0257)
Technical BUY with +13.8% potential return
* Last: RM0.435 TP: RM0.475, RM0.495 SL: RM0.40
* Timeframe: 2 weeks to 2 months
* Shariah: YES
Join UOB Kay Hian Malaysia's Official Telegram Channel
https://t.me/UOBKayHianMalaysia
Disclaimer:
This material is a service for investors and does not represent a buy or sell call. Usage of this information is at your own risk. You are advised to conduct your own independent evaluation, due diligence and risk assessment before investing. We accept no liability whatsoever for any direct or consequential loss arising from any use of this information.
For the full research report, please log in to www.utrade.com.my
13 January 2025
FBMKLCI: 1,602.41 (+1.60)
Support: 1,600, 1,589
Resistance: 1,630, 1,648
Bursa Top Gainers:
YTL (+1.2%), YTLPOWR (+1.2%), MAXIS (+1.1%)
Bursa Top Losers:
PETDAG (-3.0%), AXIATA (-1.7%), PPB (-1.6%)
Bursa Trade Statistics
Local Institutions (47.31%): RM15.00m
Local Retail (19.43%): RM51.00m
Foreign (33.26%): -RM66.00m
Global Equity Indexes
MSCI Asia : 177.87 (-1.57, -0.87%)
NASDAQ : 19,161.63 (-317.25, -1.63%)
S&P500 : 5,827.04 (-91.21, -1.54%)
DJIA : 41,938.45 (-696.75, -1.63%)
USD/MYR : 4.5180 (+0.015)
SGD/MYR : 3.2931 (+0.0046)
Crude Oil : $78.26 (+1.69)
Gold : $2,689.16 (-0.60)
US stocks were lower after the close on Friday, as losses in the financials, telecoms and technology sectors led shares lower. At the close in the NYSE, the DJIA declined 1.66% to hit a new one-month low, while the S&P 500 index declined 1.55%, and the NASDAQ Composite index lost 1.64%. Falling stocks outnumbered advancing ones on the NYSE by 2241 to 589 and 44 ended unchanged; on the Nasdaq Stock Exchange, 2,527 fell and 784 advanced, while 110 ended unchanged. (Source: Investing.com)
Stocks To Watch:
1) UUE (KLSE: 0310)
Technical BUY with +13.9% potential return
* Last: RM0.895 TP: RM0.965, RM1.02 SL: RM0.835
* Timeframe: 2 weeks to 2 months
* Shariah: YES
2) CLOUDPT (KLSE: 0277)
Technical BUY with +15.8% potential return
* Last: RM1.10 TP: RM1.28, RM1.34 SL: RM0.945
* Timeframe: 2 weeks to 2 months
* Shariah: YES
3) UNIQUE (KLSE: 0257)
Technical BUY with +13.8% potential return
* Last: RM0.435 TP: RM0.475, RM0.495 SL: RM0.40
* Timeframe: 2 weeks to 2 months
* Shariah: YES
Join UOB Kay Hian Malaysia's Official Telegram Channel
https://t.me/UOBKayHianMalaysia
Disclaimer:
This material is a service for investors and does not represent a buy or sell call. Usage of this information is at your own risk. You are advised to conduct your own independent evaluation, due diligence and risk assessment before investing. We accept no liability whatsoever for any direct or consequential loss arising from any use of this information.
For the full research report, please log in to www.utrade.com.my
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UOBKH Malaysia Trading Idea
13 January 2025
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#TradingIdea #UOBKayHian #UOBKayHianMalaysia
13 January 2025
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UOB Kay Hian Investment Carnival 1H25
Hottest Investment Themes for Managed Portfolios 1H25
Presenter:
* Mohd Sedek Jantan, Head of Investment Research, UOB Kay Hian Wealth Advisors Malaysia
This webinar will distill essential policies that are set to greatly influence investment portfolios. U.S. trade dynamics, protectionist measures, and the evolving landscape of monetary, cryptocurrency, and immigration policies present a complex web of opportunities and risks for investors at every turn. Discover how these policy changes will redefine portfolios, impact sector performance, and establish market dynamics for the first half of 2025.
🗓️: Monday, 13 Jan 2025
⏰: 6.00pm – 7.30pm
Language: English
REGISTER HERE: https://register.gotowebinar.com/register/1926952845386903894?source=tg
___
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👉https://www.utrade.com.my/public/banner_content/banner_id_528
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#UOBKayHianEvents
#UOBKayHianMalaysia
#UOBKayHian
#UOBKayHianInvestmentCarnival
##
Hottest Investment Themes for Managed Portfolios 1H25
Presenter:
* Mohd Sedek Jantan, Head of Investment Research, UOB Kay Hian Wealth Advisors Malaysia
This webinar will distill essential policies that are set to greatly influence investment portfolios. U.S. trade dynamics, protectionist measures, and the evolving landscape of monetary, cryptocurrency, and immigration policies present a complex web of opportunities and risks for investors at every turn. Discover how these policy changes will redefine portfolios, impact sector performance, and establish market dynamics for the first half of 2025.
🗓️: Monday, 13 Jan 2025
⏰: 6.00pm – 7.30pm
Language: English
REGISTER HERE: https://register.gotowebinar.com/register/1926952845386903894?source=tg
___
View Other Upcoming Events
👉https://www.utrade.com.my/public/banner_content/banner_id_528
___
#UOBKayHianEvents
#UOBKayHianMalaysia
#UOBKayHian
#UOBKayHianInvestmentCarnival
##
👍1
UOBKH Singapore Retail Market Monitor
13 January 2025
Short Term Opportunity:
1) DBS Group Holdings (DBS SP) (SGX: D05)
Technical Buy range S$44.39-44.44
Last: S$44.13
TP: S$39.66
SL: S$45.87
2) DFI Retail Group Holdings (SGX: D01)
Technical Buy range US$2.32-2.33
Last: US$2.29
TP: US$2.10
SL: US$2.29
Join UOB Kay Hian Malaysia's Official Telegram Channel
https://t.me/UOBKayHianMalaysia
Disclaimer:
This material is a service for investors and does not represent a buy or sell call. Usage of this information is at your own risk. You are advised to conduct your own independent evaluation, due diligence and risk assessment before investing. We accept no liability whatsoever for any direct or consequential loss arising from any use of this information.
For the full research report, please log in to www.utrade.com.my
13 January 2025
Short Term Opportunity:
1) DBS Group Holdings (DBS SP) (SGX: D05)
Technical Buy range S$44.39-44.44
Last: S$44.13
TP: S$39.66
SL: S$45.87
2) DFI Retail Group Holdings (SGX: D01)
Technical Buy range US$2.32-2.33
Last: US$2.29
TP: US$2.10
SL: US$2.29
Join UOB Kay Hian Malaysia's Official Telegram Channel
https://t.me/UOBKayHianMalaysia
Disclaimer:
This material is a service for investors and does not represent a buy or sell call. Usage of this information is at your own risk. You are advised to conduct your own independent evaluation, due diligence and risk assessment before investing. We accept no liability whatsoever for any direct or consequential loss arising from any use of this information.
For the full research report, please log in to www.utrade.com.my
Telegram
UOB Kay Hian Malaysia (Official)
Daily local, regional and global stock trading and wealth building investment ideas.
Link in bio
https://linktr.ee/UOBKayHianMalaysia
Link in bio
https://linktr.ee/UOBKayHianMalaysia
Forwarded from UOB Kay Hian Malaysia (Official)
UOB Kay Hian Investment Carnival 1H25
Malaysia Economic Outlook 1H25:
Implications of Trump 2.0
Presenter:
* Julia Goh, Senior Economist (Malaysia), Executive Director, Global Economics and Markets Research, UOB Malaysia
Our economic outlook for 2025 will now need to put a heavy dose of consideration for the myriad of policies that Trump has planned for US and their implications for the rest of the world. We broadly highlight a few categories of policy measures Trump campaigned for and the effect it could have on the Federal Reserve's monetary policy as well as the US dollar. Join us as we explore these key themes and how it could impact the region and Malaysia.
🗓️: Thursday, 16 Jan 2025
⏰: 6.00pm – 7.30pm
Language: English
REGISTER HERE: https://attendee.gotowebinar.com/register/2347942653523090264?source=tg
____
View Other Upcoming Events
👉https://www.utrade.com.my/public/banner_content/banner_id_528
___
#UOBKayHianEvents
#UOBKayHianMalaysia
#UOBKayHian
#UOBKayHianInvestmentCarnival
##
Malaysia Economic Outlook 1H25:
Implications of Trump 2.0
Presenter:
* Julia Goh, Senior Economist (Malaysia), Executive Director, Global Economics and Markets Research, UOB Malaysia
Our economic outlook for 2025 will now need to put a heavy dose of consideration for the myriad of policies that Trump has planned for US and their implications for the rest of the world. We broadly highlight a few categories of policy measures Trump campaigned for and the effect it could have on the Federal Reserve's monetary policy as well as the US dollar. Join us as we explore these key themes and how it could impact the region and Malaysia.
🗓️: Thursday, 16 Jan 2025
⏰: 6.00pm – 7.30pm
Language: English
REGISTER HERE: https://attendee.gotowebinar.com/register/2347942653523090264?source=tg
____
View Other Upcoming Events
👉https://www.utrade.com.my/public/banner_content/banner_id_528
___
#UOBKayHianEvents
#UOBKayHianMalaysia
#UOBKayHian
#UOBKayHianInvestmentCarnival
##
Forwarded from UOB Kay Hian Malaysia (Official)
CIO Series 18: Trump 2.0 and China 2025 – A European Perspective
👉🏻 Entering 2025, China faces a critical year of recalibrating its economic policies, while the whole world braces for the implications of Trump 2.0. You've likely heard perspectives from both the United States and China, but what about Europe's view? The European Union is still the third largest economy of the world, and a major trading partner of US and China.
👉🏻 For our next CIO Series, we'll speak with Chris Watling, founder and CEO of UK-based Longview Economics, about their outlook and strategy for 2025.
🗓 Thursday, 16 Jan 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
https://attendee.gotowebinar.com/register/9078369987255088730?source=my
Presenter:
Qi Wang, Chief Investment Officer,
UOB Kay Hian Singapore
Special Guest:
Chris Watling, Founder and CEO
UK-based Longview Economics
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##
👉🏻 Entering 2025, China faces a critical year of recalibrating its economic policies, while the whole world braces for the implications of Trump 2.0. You've likely heard perspectives from both the United States and China, but what about Europe's view? The European Union is still the third largest economy of the world, and a major trading partner of US and China.
👉🏻 For our next CIO Series, we'll speak with Chris Watling, founder and CEO of UK-based Longview Economics, about their outlook and strategy for 2025.
🗓 Thursday, 16 Jan 2025
⏰ 6.30pm – 7.30pm
🗣️ English
🔗 REGISTER NOW!
https://attendee.gotowebinar.com/register/9078369987255088730?source=my
Presenter:
Qi Wang, Chief Investment Officer,
UOB Kay Hian Singapore
Special Guest:
Chris Watling, Founder and CEO
UK-based Longview Economics
#UOBKayHian
#UOBKayHianEvents
#CIOSeries
##