Marco Polo Marine: Taking a Look Beyond its 1HFY2023 Reported Numbers
Marco Polo Marine 1HFY2023 reported numbers might not paint a pretty sight but investors should look beyond that for its strong operating performance
May 12, 2023
Category: SG Stock Ideas
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NIO listing on SGX. Should you be investing in the company?
NIO listing on SGX NIO is today creating history by being the very first company in the world to be listed on 3 stock exchanges, namely US, HK and SG. The SG listing will happen on 20th May 2022, which will allow Singapore investors an easier avenue to partake in this fast-growing EV play. The
May 20, 2022
Keppel-Sembcorp Marine merger. What to do now?
Keppel and Sembcorp Marine signed a definitive agreement for merger Keppel and Sembcorp Marine announced this morning that they have entered into a definitive agreement for the proposed combination of Keppel O&M and Sembcorp Marine to create a new entity that will be focused on offshore renewables, new energy and cleaner O&M solutions. This merger
April 27, 2022
Singapore Banks – Do they provide good value now?
Singapore Banks benefitting from Fed tightening? For the first time since 2018, Jerome Powell (Chairman of The Fed) raised interest rates for the US by 25 bps (0.25%) to 0.25-0.50%. In addition, The Fed is looking to increase the pace of its tightening by increasing interest rates by 50 bps (0.50%) in May as part
April 11, 2022
3 Singapore Blue Chip Stocks with Rising Momentum
Singapore Blue Chip Stocks to capitalize on rising momentum Singapore stocks have been one of the more resilient performers since the start of 2022, with the Straits Times Index (STI) STI up a commendable 8%, one of the best stock market performers not just in the region, but on a global scale, an achievement that
February 9, 2022
SGX top gainers. Why are coal players performing so well?
SGX top gainers over the past 1 month Investors who are interested in SG counters can use the SGX stock screener function to identify stocks that meet certain criteria. In this article, I look to identify which are the SGX top gainers over the past 1 month and to evaluate if that momentum can be
October 13, 2021
SG Stocks to Buy in August – Suntec, ARA Logos, Capitaland (Aug 2021)
SG Stocks to buy in August – Analyst upgrades Can we trust analysts’ reports? Throughout the years, we occasionally see analysts flip-flopping between buy and sell calls within several weeks. As investments are highly subjective to one’s view, the difference in perspective is understandable. However, it led to certain controversies as investors argue that there
August 4, 2021
SG stocks to buy – Lendlease REIT, Ascendas REIT, Genting Singapore (July 2021)
SG stocks to buy: Upgrades/Downgrades by analysts Can we trust analysts’ reports? Throughout the years, we occasionally see analysts flip-flopping between BUY and SELL calls within several weeks. As investments are highly subjective to one’s view, the difference in perspective is understandable. However, it led to certain controversies as investors argue that there may be
July 7, 2021
Best Performing Singapore REITs [Update June 2021]
Amid the current market turbulence, which is the best performing Singapore REITs? The table below provides a quick snapshot of the performance of the Singapore REITs, sorted based on its YTD Price performance (Update on 28 June 2021). There are quite a number of REITs that generated positive returns so far on a YTD basis.
June 28, 2021
Merger between Keppel Corp and Sembcorp Marine
Merger between Keppel Corp and Sembcorp Marine finally taking place Both Keppel and Sembcorp Marine requested for their share prices to be halted before the start of market trading on 24 June. According to the Straits Times report quoting sources from Reuters, both companies are in the process of kicking off talks to explore combining
June 24, 2021
Top 3 SG Blue Chip Stocks with Most BUY Calls by Analysts
SG Blue Chip Stocks which analysts are most bullish on Which are the top SG blue-chip stocks that have the highest number of BUY calls from analysts? We identify 3 SG Blue Chip Stocks which the street is most positive about, with upside potential close to 40%? These SG Blue Chip Stocks also currently yield
June 22, 2021
Best ETFs in Singapore to structure your Inflation-Proof passive portfolio
Best ETFs in Singapore You might not know but there are many Singapore ETFs that you can use to structure a resilient inflation-proof passive portfolio. Out of the 43 ETFs currently trading on the Singapore Stock Exchange (SGX), we will highlight 4 ETFs that we believe are the best-in-class that an investor can purchase directly
June 21, 2021
SIA MCB: A Great Way to Financial Engineering?
SIA recently announced a disastrous set of FY2021 financial results, which should not come as a surprise. They also announced a massive “recapitalization” in the form of raising funds through its second tranche of Mandatory Convertible Bonds or SIA MCB for short. Watch the short video to find out why I think this is an
June 4, 2021
7 Singapore Blue-Chip stocks still yielding more than 4% [June 2021]
The STI index is one of the best-performing market indexes globally on a YTD basis (pretty surprising, but more on that later), currently up more than 11% since the start of 2021, based on data from Factset. This compares favorably vs. regional peers such as Malaysia (down 3% YTD), Indonesia (down 1%), Philippines (down 8%),
June 1, 2021
3 Singapore Blue Chip stocks to watch [May 2021]
Singapore Blue Chip Stocks with notable upgrades/downgrades by analysts Can we trust analysts’ reports? Throughout the years, we occasionally see analysts flip-flopping between buy and sell calls within several weeks. As investments are highly subjective to one’s view, the difference in perspective is understandable. However, it led to certain controversies as investors argue that there
May 31, 2021
Top 5 Undervalued Small-Cap Singapore Dividend Stocks (>4% yield) (2021)
Small-Cap Singapore Dividend Stocks In the pursuit of dividends, many investors fall into the trap of purchasing stocks purely on a dividend yield basis. Many of these “high-yielding” stocks generated negative TOTAL returns (capital appreciation + dividend returns) over the mid to long-term horizon. In this article, we will be exploring 5 Undervalued Small-Cap Singapore
May 11, 2021
