sector outlook

Broker's Calls

RHB is bullish on the semiconductor industry

The semiconductor industry is booming and these stocks are under the spotlight

Investing ideas

6 top capital goods picks as sector stages earnings rebound

SINGAPORE (Dec 26): Capital goods – which are used in producing other goods, rather than being bought by consumers – are on the cusp of a “strong recovery” in earnings growth, market watchers say.

Broker's Calls

RHB expects resilient earnings for consumer and gaming sector in 2020 despite sluggish sales

SINGAPORE (Dec 23): RHB Group Research is staying “neutral” on the consumer and gaming sector and expects earnings in the sector to remain resilient in 2020.

Broker's Calls

OCBC wary of residential sector's near-term outlook in spite of encouraging data

SINGAPORE (Mar 18): OCBC Investment Research is maintaining “neutral” on Singapore’s residential sector despite the recent recovery in Singapore developers’ stock prices and the announcement of a new Cross Island MRT line, which helped to boost Fe

Broker's Calls

Venture Corp the safest bet amid tech sector volatility, says Maybank

SINGAPORE (Jan 8): Maybank Kim Eng remains “neutral” on Singapore’s technology sector while lowering its target prices across the relevant stocks under its coverage.

Broker's Calls

Few bright spots in sight for local residential sector in near term, says OCBC

SINGAPORE (Jan 3): OCBC Investment Research is maintaining “neutral” on the local residential sector after Singapore home prices posted their first decline in six quarters, according to recent Urban Redevelopment Authority (URA) flash estimates.

Investing strategies

The largest SGX tech stocks going into 2019

SINGAPORE (Dec 26): The technology sector in Singapore is deemed to be highly cyclical and with the recent increase in global demand for electronic products and services, along with new entrants within the sector, competition has been heating up.

Broker's Calls

Construction to benefit from improving demand & shorter cash cycles this year: CIMB

SINGAPORE (Apr 10): CIMB is maintaining “overweight” on Singapore’s construction sector while remaining upbeat on its outlook for 2018.

Global Markets

Tech and telco sector to boom as deals peak: Baker McKenzie

SINGAPORE (Mar 15): Deal activity in the technology and telecommunications sector is likely to increase in 2018, driven by a more positive global economic outlook, the expansion of technology across industries, investment from emerging markets, and strong