A new year comes with new hopes Stocks to watch in 2023 would be stocks which are closer to home, stocks like staples and travel-related stocks But not to over-invest as recession has been anticipated to be coming soon, which could see US and Europe getting very heavily affected Could see a small rebound in the short term before it starts going down again Asian stocks such as Hong Kong or even SG should be relatively safer compared to stocks in US or European markets Best stocks to hold at this stage would be banks as they benefit most from the interest rate hikes If in doubt of what to invest or simply want to hold back and see how this recession fears might turn out, another great investing idea would be the 6-month Singapore Treasury Bills It provide very high short term returns, which
Why I started trading is due to boredom and to make my friend happy after I accepted the invitation to join Tiger.I initially thought the free Apple share was a joke as it felt unbelievable that Tiger would give such an expensive share just for signing up.I bought another Apple shares when it went down to 150+ and recently sold both Apple shares and made my first trade profit when it went close to 180.I bought back 1 Apple share when it went down to 171. I plan to buy when it drops and sell when it goes up.I'm thinking of playing around more before actually investing more into the market.
Emperador Inc (EMI SP) Emperador, Inc operates in the beverage industry producing and marketing brandy as well as an extensive portfolio of globallyrecognised, market-leading whisky brands distributed in over 100 countries. EMI is the largest liquor producer in the Philippines and the world's top brandy producer by volume, with a strong brand portfolio spanning various price points. After its acquisition of Whyte & Mackay in 2014, it has reaped synergies in procurement and operations while benefitting from the world's booming alcohol market, especially in Asia. EMI has a planned dividend policy of at least 40% payout. INITIATE COVERAGE Rich heritage and innovative portfolio across multiple price points. Emperador Inc's (EMI) diversified brand portfolio includes well-recognised gl
Q&M Dental Group (CSGCIMB Research) Tender win alleviates short-term pressure - Diagnostics arm Acumen has won a tender from the Ministry of Health (MOH) to operate a Joint Testing & Vaccination Center (JTVC), said Q&M. The tender, estimated to be worth S$3.6m in revenue, is for a period of 15 months, from October 2022 to December 2023. - Upgrade from Hold to Add, with TP unchanged at S$0.44, as current valuation of 15x forward P/E (-2 s.d. below 5-year mean) looks attractive. Acumen likely to return to profitability in FY23F Q&M estimates a revenue contribution of S$3.6m from the operation of the JTVC, which will commence on 21 Nov 22. We have yet to incorporate the potential earnings impact as the contribution is less significant compared to an estimated contribution in e
Manulife US REIT (UOB KayHian Research) Lower overall occupancy 2Q22 overall portfolio occupancy fell 1.7ppt qoq to 90.0%, driven by non-renewals and downsizing in existing properties (Figeuroa, Exchange, Penn and Capitol). Large tenants have been re-evaluating their office spaces amidst growing adoption for hybrid working arrangements. Two of MUST's top 10 tenants by gross rental income, TCW group (3.8% of GRI) and Quinn Emanuel (2.9% of GRI), have plans to vacate by end-23 and have already downsized its offices in MUST's Figeuroa asset. To backfill these vacancies, MUST has been in negotiation with prospective tenants to take over these vacated spaces, which we reckon may take time. Hotelisation of its assets To ensure its properties remain competitive and command premium rents, MUST has
I would think $Xero(XRO.AU)$ is great for investing long term.Xero provides accounting solutions online which is subscription based. This implies recurring revenue from corporate companies that will last for many years. That's because it'll be troublesome or even costly to keep training their staff to use new systems if the companies keep changing their systems such as accounting systems. This, in turn, guarantees recurring revenue in the long term once the customer signs on to use their accounting package.Furthermore, Xero boosts a lot of great functions that help cut down time and makes work a lot easier. Such as automatically linking to the bank to download daily bank statements and the system also tries to suggest matching entries and t
$Apple(AAPL)$ Market seems to have turned bullish. Hope that the worse is really over by now. I would love to see my portfolio finally turn green. It seems like permanently red shortly after I started investing in the US market. Would be good to see something different. Apple is the only US stock I'm holding now, so I'll be rooting for Apple to be bullish in this coming week. Hopefully the economy will start picking up and we won't go into a recession.
Parkway Life REIT Hospital Operations Normalising With Return Of Foreign Patients Singapore hospitals are benefitting from resumption of medical tourism. More local and foreign patients returned for treatments and operations at Parkway Life REIT (PREIT) Singapore hospitals in 1H22. Revenue intensity increased 23% in 1H22 as case-mix skewed towards acute patients. Foreign patients have returned in significant numbers after Singapore reopened its international borders in Apr 22. This was offset by a significant tapering of COVID-19 related services. In particular, sponsor IHH has ceased its arrangement with the Ministry of Health to set aside beds for COVID-19 patients. On track to commence upgrading of Singapore hospitals. Renewal term for PREIT's Singapore hospitals has commenced with rent